Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- Latest filing
- Jul 9, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed Apr 6, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 140
- −3 vs. Q4 2022
- Portfolio value
- $393.1M
- +$43.7M (+12.5%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 219,047 | $44.7M | 11.4% | +170,497+351.2% | Added | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 359,928 | $22.3M | 5.7% | −165,817−31.5% | Reduced | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 924,486 | $21.7M | 5.5% | +64,560+7.5% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 532,690 | $18.5M | 4.7% | +24,627+4.8% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 346,624 | $16.8M | 4.3% | −190,937−35.5% | Reduced | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 236,239 | $15.4M | 3.9% | −154,263−39.5% | Reduced | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 525,070 | $13.1M | 3.3% | −8,188−1.5% | ReducedConverted for a 2-for-1 split | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 112,362 | $12.1M | 3.1% | +1,377+1.2% | Added | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 247,550 | $11.6M | 2.9% | +13,263+5.7% | Added | – |
| AAPLApple Inc. | Stock | 59,655 | $9.84M | 2.5% | −1,412−2.3% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 22,610 | $9.29M | 2.4% | −3,206−12.4% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 135,622 | $9.07M | 2.3% | −190.0% | Reduced | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 174,963 | $9.05M | 2.3% | +30,077+20.8% | Added | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 191,379 | $8.98M | 2.3% | +16,836+9.6% | Added | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 190,714 | $8.60M | 2.2% | +128,397+206.0% | Added | – |
| Alpha Architect ETF Tr02072L771 | SPARKLINE INTANG | 378,120 | $8.49M | 2.2% | +256,500+210.9% | Added | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 143,890 | $8.45M | 2.1% | +96,065+200.9% | Added | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 119,539 | $8.11M | 2.1% | −55,664−31.8% | Reduced | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 85,414 | $8.00M | 2.0% | +15,242+21.7% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 162,494 | $6.81M | 1.7% | −99,148−37.9% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 21,188 | $6.11M | 1.6% | +250+1.2% | Added | History |
| AMGNAmgen Inc | Stock | 17,241 | $4.17M | 1.1% | −121−0.7% | Reduced | History |
| American Centy ETF Tr025072877 | US SML CP VALU | 54,402 | $4.03M | 1.0% | +33,088+155.2% | Added | – |
| AMZNAmazon Com Inc | Stock | 37,212 | $3.84M | 1.0% | −803−2.1% | Reduced | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 14,456 | $3.61M | 0.9% | +368+2.6% | Added | – |
| TSLATesla, Inc. | Stock | 17,229 | $3.57M | 0.9% | +1,435+9.1% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 15,477 | $3.26M | 0.8% | −1,145−6.9% | Reduced | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 58,249 | $3.22M | 0.8% | −151−0.3% | Reduced | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 176,791 | $3.10M | 0.8% | +17,380+10.9% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 29,079 | $2.81M | 0.7% | −9,249−24.1% | Reduced | – |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 77,915 | $2.64M | 0.7% | +8,324+12.0% | Added | – |
| EQIXEquinix Inc | COM | 3,601 | $2.60M | 0.7% | +3,601 | New | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 56,233 | $2.54M | 0.6% | +3,150+5.9% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,102 | $2.53M | 0.6% | −4,205−29.4% | Reduced | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 34,057 | $2.49M | 0.6% | +3,147+10.2% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 12,110 | $2.30M | 0.6% | −614−4.8% | Reduced | – |
| CLColgate Palmolive Co | Stock | 29,320 | $2.20M | 0.6% | −1,028−3.4% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 4,552 | $2.15M | 0.5% | −111−2.4% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,173 | $2.12M | 0.5% | −79−1.5% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 11,563 | $2.06M | 0.5% | −288−2.4% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,948 | $1.94M | 0.5% | −685−7.9% | Reduced | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 31,260 | $1.94M | 0.5% | +334+1.1% | Added | – |
| METAMeta Platforms, Inc. | Stock | 9,016 | $1.91M | 0.5% | +1,514+20.2% | Added | History |
| NVDANVIDIA Corp | Stock | 6,818 | $1.89M | 0.5% | +176+2.6% | Added | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,080 | $1.87M | 0.5% | −50−1.2% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 4,678 | $1.76M | 0.4% | −262−5.3% | Reduced | – |
| MAMastercard Inc | Stock | 4,732 | $1.72M | 0.4% | −186−3.8% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,306 | $1.70M | 0.4% | −19−0.4% | Reduced | – |
| VVisa Inc. | Stock | 7,529 | $1.70M | 0.4% | −559−6.9% | Reduced | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 28,286 | $1.43M | 0.4% | −30,961−52.3% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,637 | $1.43M | 0.4% | −164−3.4% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 12,837 | $1.33M | 0.3% | +1,178+10.1% | Added | History |
| iShares Tr464288877 | EAFE VALUE ETF | 27,304 | $1.33M | 0.3% | +2,875+11.8% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 9,137 | $1.19M | 0.3% | −39−0.4% | Reduced | History |
| JNJJohnson & Johnson | Stock | 7,293 | $1.13M | 0.3% | −634−8.0% | Reduced | History |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 24,442 | $1.07M | 0.3% | −1,340−5.2% | Reduced | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 8,010 | $1.07M | 0.3% | +136+1.7% | Added | – |
| PGProcter & Gamble Co | Stock | 6,650 | $988.8K | 0.3% | +361+5.7% | Added | History |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 18,948 | $962.4K | 0.2% | −2,504−11.7% | Reduced | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 9,003 | $897.1K | 0.2% | +135+1.5% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 41,212 | $868.8K | 0.2% | +10,786+35.4% | Added | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 7,877 | $824.6K | 0.2% | −1,276−13.9% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 7,863 | $817.8K | 0.2% | +300+4.0% | Added | History |
| PFEPfizer Inc | Stock | 19,239 | $785.0K | 0.2% | −3,129−14.0% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 6,555 | $718.8K | 0.2% | +92+1.4% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 7,261 | $711.7K | 0.2% | −348−4.6% | Reduced | History |
| iShares Tr464288323 | NEW YORK MUN ETF | 12,745 | $682.0K | 0.2% | +12,745 | New | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,628 | $669.2K | 0.2% | −1,163−20.1% | Reduced | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 11,860 | $661.1K | 0.2% | +850+7.7% | Added | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,188 | $654.5K | 0.2% | −31−0.4% | Reduced | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,136 | $651.6K | 0.2% | −312−4.8% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 31,041 | $639.1K | 0.2% | +7,380+31.2% | Added | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 8,194 | $639.1K | 0.2% | +600+7.9% | Added | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 9,203 | $603.5K | 0.2% | +379+4.3% | Added | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 15,017 | $592.6K | 0.2% | −306−2.0% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 7,689 | $567.7K | 0.1% | +1,679+27.9% | Added | – |
| MCDMcDonalds Corp | Stock | 1,888 | $527.9K | 0.1% | +58+3.2% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,420 | $526.7K | 0.1% | −616−15.3% | Reduced | – |
| CVXChevron Corp | Stock | 3,180 | $518.8K | 0.1% | −81−2.5% | Reduced | History |
| HDHome Depot, Inc. | Stock | 1,712 | $505.1K | 0.1% | −173−9.2% | Reduced | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,534 | $493.9K | 0.1% | 00.0% | Unchanged | – |
| UBERUber Technologies, Inc | Stock | 14,902 | $472.4K | 0.1% | +586+4.1% | Added | History |
| ABBVAbbVie Inc. | Stock | 2,935 | $467.7K | 0.1% | −13−0.4% | Reduced | History |
| KOCoca Cola Co | Stock | 7,485 | $464.3K | 0.1% | −1,436−16.1% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 975 | $453.1K | 0.1% | −156−13.8% | Reduced | History |
| ADBEAdobe Inc. | Stock | 1,166 | $449.3K | 0.1% | −172−12.9% | Reduced | History |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 16,131 | $449.1K | 0.1% | +56+0.3% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 21,472 | $435.4K | 0.1% | +21,472 | New | – |
| BXBlackstone Inc. | COM | 4,917 | $431.9K | 0.1% | −1,376−21.9% | Reduced | History |
| SHOPShopify Inc. | Stock | 8,384 | $401.9K | 0.1% | −19−0.2% | Reduced | History |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 10,160 | $388.4K | 0.1% | +318+3.2% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 16,347 | $385.0K | 0.1% | +2,168+15.3% | Added | – |
| MRKMerck & Co., Inc. | Stock | 3,580 | $380.9K | 0.1% | −320−8.2% | Reduced | History |
| PEPPepsiCo Inc | Stock | 2,077 | $378.7K | 0.1% | −107−4.9% | Reduced | History |
| DISWalt Disney Co | Stock | 3,767 | $377.2K | 0.1% | −689−15.5% | Reduced | History |
| MUMicron Technology Inc | Stock | 6,133 | $370.1K | 0.1% | −168−2.7% | Reduced | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 5,010 | $359.9K | 0.1% | +442+9.7% | Added | – |
| COSTCostco Wholesale Corp | Stock | 723 | $359.2K | 0.1% | +63+9.5% | Added | History |
| DUKDuke Energy CORP | Stock | 3,703 | $357.2K | 0.1% | +123+3.4% | Added | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 7,415 | $354.8K | 0.1% | −821−10.0% | Reduced | – |
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 Q4 2022 (10)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| QCOMQualcomm Inc | Stock | 2,538 | $279.0K | 0.1% | History |
| LULUlululemon athletica inc. | Stock | 796 | $255.0K | 0.1% | History |
| GDGeneral Dynamics Corp | Stock | 952 | $236.2K | 0.1% | History |
| IBMInternational Business Machines Corp | Stock | 1,599 | $225.2K | 0.1% | History |
| NEENextera Energy Inc | Stock | 2,507 | $209.6K | 0.1% | History |
| ORCLOracle Corp | Stock | 2,543 | $207.9K | 0.1% | History |
| HONHoneywell International Inc | COM | 963 | $206.4K | 0.1% | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,888 | $204.3K | 0.1% | – |
| WFCWells Fargo & Company | Stock | 4,879 | $201.5K | 0.1% | History |
| FFord Motor Co | Stock | 13,577 | $157.9K | <0.1% | History |