Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- Latest filing
- Jul 9, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Jan 17, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 143
- +13 vs. Q3 2022
- Portfolio value
- $349.4M
- +$50.2M (+16.8%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 525,745 | $32.6M | 9.3% | −29,986−5.4% | Reduced | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 537,561 | $24.3M | 6.9% | −16,032−2.9% | Reduced | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 390,502 | $21.7M | 6.2% | +1,234+0.3% | Added | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 859,926 | $18.8M | 5.4% | +61,975+7.8% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 508,063 | $16.4M | 4.7% | +40,826+8.7% | Added | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 266,629 | $13.1M | 3.7% | +82,257+44.6% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 110,985 | $11.7M | 3.4% | +31,892+40.3% | Added | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 175,203 | $11.5M | 3.3% | +5,305+3.1% | Added | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 234,287 | $10.7M | 3.1% | +36,951+18.7% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 261,642 | $10.6M | 3.0% | −14,789−5.3% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 25,816 | $9.92M | 2.8% | −812−3.0% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 48,550 | $9.28M | 2.7% | +43,632+887.2% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 135,641 | $8.36M | 2.4% | +11,637+9.4% | Added | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 174,543 | $7.97M | 2.3% | +43,744+33.4% | Added | – |
| AAPLApple Inc. | Stock | 61,067 | $7.93M | 2.3% | +651+1.1% | Added | History |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 144,886 | $7.32M | 2.1% | −39,709−21.5% | Reduced | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 70,172 | $5.88M | 1.7% | +18,052+34.6% | Added | – |
| MSFTMicrosoft Corp | Stock | 20,938 | $5.02M | 1.4% | −83−0.4% | Reduced | History |
| AMGNAmgen Inc | Stock | 17,362 | $4.56M | 1.3% | −1,616−8.5% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 38,328 | $3.63M | 1.0% | −4,196−9.9% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14,307 | $3.46M | 1.0% | −2,984−17.3% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 16,622 | $3.39M | 1.0% | +436+2.7% | Added | – |
| AMZNAmazon Com Inc | Stock | 38,015 | $3.19M | 0.9% | −619−1.6% | Reduced | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 58,400 | $3.02M | 0.9% | +4,546+8.4% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 14,088 | $3.00M | 0.9% | +5,347+61.2% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 59,247 | $2.93M | 0.8% | −6,744−10.2% | Reduced | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 62,317 | $2.86M | 0.8% | +62,317 | New | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 47,825 | $2.84M | 0.8% | +47,825 | New | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 159,411 | $2.73M | 0.8% | +37,138+30.4% | Added | – |
| UNHUnitedHealth Group Inc | Stock | 4,663 | $2.47M | 0.7% | +142+3.1% | Added | History |
| Alpha Architect ETF Tr02072L771 | SPARKLINE INTANG | 121,620 | $2.44M | 0.7% | +121,620 | New | – |
| CLColgate Palmolive Co | Stock | 30,348 | $2.39M | 0.7% | +78+0.3% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 12,724 | $2.34M | 0.7% | +142+1.1% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 30,910 | $2.33M | 0.7% | +6,573+27.0% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 53,083 | $2.23M | 0.6% | −210.0% | Reduced | – |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 69,591 | $2.13M | 0.6% | +21,719+45.4% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 11,851 | $2.07M | 0.6% | −1,690−12.5% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,252 | $2.01M | 0.6% | −336−6.0% | Reduced | History |
| TSLATesla, Inc. | Stock | 15,794 | $1.95M | 0.6% | −814−4.9% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,633 | $1.85M | 0.5% | −346−3.9% | Reduced | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,130 | $1.83M | 0.5% | −5−0.1% | Reduced | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 30,926 | $1.79M | 0.5% | −644−2.0% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,940 | $1.74M | 0.5% | +836+20.4% | Added | – |
| MAMastercard Inc | Stock | 4,918 | $1.71M | 0.5% | −11−0.2% | Reduced | History |
| VVisa Inc. | Stock | 8,088 | $1.68M | 0.5% | +138+1.7% | Added | History |
| American Centy ETF Tr025072877 | US SML CP VALU | 21,314 | $1.59M | 0.5% | +21,314 | New | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,801 | $1.48M | 0.4% | +502+11.7% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,325 | $1.42M | 0.4% | −28−0.5% | Reduced | – |
| JNJJohnson & Johnson | Stock | 7,927 | $1.40M | 0.4% | −265−3.2% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 9,176 | $1.23M | 0.4% | −1,363−12.9% | Reduced | History |
| PFEPfizer Inc | Stock | 22,368 | $1.15M | 0.3% | +2,461+12.4% | Added | History |
| iShares Tr464288877 | EAFE VALUE ETF | 24,429 | $1.12M | 0.3% | +3,845+18.7% | Added | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 25,782 | $1.10M | 0.3% | −373−1.4% | Reduced | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 21,452 | $1.08M | 0.3% | −4,654−17.8% | Reduced | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 7,874 | $1.06M | 0.3% | −207−2.6% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 11,659 | $1.03M | 0.3% | +912+8.5% | Added | History |
| NVDANVIDIA Corp | Stock | 6,642 | $970.7K | 0.3% | +436+7.0% | Added | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 9,153 | $954.4K | 0.3% | −2,082−18.5% | Reduced | – |
| PGProcter & Gamble Co | Stock | 6,289 | $953.1K | 0.3% | +53+0.8% | Added | History |
| METAMeta Platforms, Inc. | Stock | 7,502 | $902.8K | 0.3% | −1,576−17.4% | Reduced | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 8,868 | $860.1K | 0.2% | −1,142−11.4% | Reduced | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,791 | $818.0K | 0.2% | +1,735+42.8% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 6,463 | $712.8K | 0.2% | −1,359−17.4% | Reduced | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,448 | $679.2K | 0.2% | −367−5.4% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 7,563 | $671.1K | 0.2% | +568+8.1% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 30,426 | $638.3K | 0.2% | +30,426 | New | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,036 | $612.8K | 0.2% | −201−4.7% | Reduced | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,219 | $603.5K | 0.2% | −396−5.2% | Reduced | – |
| HDHome Depot, Inc. | Stock | 1,885 | $595.4K | 0.2% | +5+0.3% | Added | History |
| CVXChevron Corp | Stock | 3,261 | $585.3K | 0.2% | −1,049−24.3% | Reduced | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 8,824 | $582.6K | 0.2% | −550−5.9% | Reduced | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 15,323 | $580.7K | 0.2% | +1,757+13.0% | Added | – |
| KOCoca Cola Co | Stock | 8,921 | $567.5K | 0.2% | −150−1.7% | Reduced | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 7,594 | $545.2K | 0.2% | +1,267+20.0% | Added | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 11,010 | $538.3K | 0.2% | +2,196+24.9% | Added | – |
| AMDAdvanced Micro Devices Inc | Stock | 7,609 | $492.9K | 0.1% | +256+3.5% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 23,661 | $484.7K | 0.1% | +23,661 | New | – |
| MCDMcDonalds Corp | Stock | 1,830 | $482.3K | 0.1% | −253−12.1% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 2,948 | $476.4K | 0.1% | +336+12.9% | Added | History |
| BXBlackstone Inc. | COM | 6,293 | $466.9K | 0.1% | +363+6.1% | Added | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,534 | $455.5K | 0.1% | −180−6.6% | Reduced | – |
| ADBEAdobe Inc. | Stock | 1,338 | $450.3K | 0.1% | +56+4.4% | Added | History |
| NOWServiceNow, Inc. | Stock | 1,131 | $439.1K | 0.1% | −122−9.7% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 3,900 | $432.7K | 0.1% | +738+23.3% | Added | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 6,010 | $431.8K | 0.1% | +2,178+56.8% | Added | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 16,075 | $428.9K | 0.1% | +4,868+43.4% | Added | – |
| CVSCVS Health Corp | Stock | 4,542 | $423.2K | 0.1% | −637−12.3% | Reduced | History |
| WMTWalmart Inc. | Stock | 2,831 | $401.4K | 0.1% | +279+10.9% | Added | History |
| BACBank of America Corp | Stock | 12,034 | $398.6K | 0.1% | +3,130+35.2% | Added | History |
| PEPPepsiCo Inc | Stock | 2,184 | $394.6K | 0.1% | +131+6.4% | Added | History |
| DISWalt Disney Co | Stock | 4,456 | $387.1K | 0.1% | −876−16.4% | Reduced | History |
| LLYEli Lilly & Co | Stock | 1,025 | $375.0K | 0.1% | +151+17.3% | Added | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 8,236 | $369.0K | 0.1% | +428+5.5% | Added | – |
| DUKDuke Energy CORP | Stock | 3,580 | $368.7K | 0.1% | −516−12.6% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 14,316 | $354.0K | 0.1% | +14,316 | New | History |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 9,842 | $346.4K | 0.1% | +492+5.3% | Added | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,740 | $342.8K | 0.1% | 00.0% | Unchanged | – |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 14,179 | $330.5K | 0.1% | +14,179 | New | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 4,027 | $328.3K | 0.1% | +4,027 | New | – |
| CMCSAComcast Corp | Stock | 9,170 | $320.7K | 0.1% | +9,170 | New | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q3 2022 (13)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| EGEverest Group, Ltd. | COM | 3,032 | $796.0K | 0.3% | History |
| CMGChipotle Mexican Grill Inc | COM | 164 | $246.0K | 0.1% | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,416 | $233.0K | 0.1% | – |
| CCitigroup Inc | Stock | 5,541 | $231.0K | 0.1% | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,085 | $229.0K | 0.1% | – |
| GMGeneral Motors Co | COM | 6,715 | $215.0K | 0.1% | History |
| EWEdwards Lifesciences Corp | Stock | 2,559 | $211.0K | 0.1% | History |
| iShares Tr464288323 | NEW YORK MUN ETF | 4,029 | $204.0K | 0.1% | – |
| INTCIntel Corp | Stock | 7,820 | $202.0K | 0.1% | History |
| TAT&T Inc. | Stock | 10,484 | $161.0K | 0.1% | History |
| VODVodafone Group Public Ltd Co | ADR | 13,739 | $156.0K | 0.1% | History |
| Safehold Inc.45031U101 | COM | 16,014 | $148.0K | <0.1% | – |
| LUMNLumen Technologies, Inc. | Stock | 17,125 | $125.0K | <0.1% | History |