Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- Latest filing
- Jul 9, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Jul 20, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 146
- +6 vs. Q1 2023
- Portfolio value
- $427.0M
- +$33.9M (+8.6%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 342,802 | $75.5M | 17.7% | +123,755+56.5% | Added | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 962,145 | $22.9M | 5.4% | +37,659+4.1% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 543,829 | $19.4M | 4.5% | +11,139+2.1% | Added | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 236,999 | $15.1M | 3.5% | −122,929−34.2% | Reduced | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 574,675 | $14.4M | 3.4% | +49,605+9.4% | Added | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 298,222 | $13.9M | 3.2% | +107,508+56.4% | Added | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 225,677 | $13.8M | 3.2% | +81,787+56.8% | Added | – |
| Alpha Architect ETF Tr02072L771 | SPARKLINE INTANG | 568,254 | $13.8M | 3.2% | +190,134+50.3% | Added | – |
| AAPLApple Inc. | Stock | 60,960 | $11.8M | 2.8% | +1,305+2.2% | Added | History |
| SPDR Series Trust78468R721 | STATE STREET SPD | 254,569 | $11.8M | 2.8% | +7,019+2.8% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 109,142 | $11.6M | 2.7% | −3,220−2.9% | Reduced | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 191,393 | $10.0M | 2.3% | −155,231−44.8% | Reduced | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 213,754 | $9.87M | 2.3% | +22,375+11.7% | Added | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 126,800 | $9.50M | 2.2% | −109,439−46.3% | Reduced | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 96,518 | $9.21M | 2.2% | +11,104+13.0% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 19,945 | $8.89M | 2.1% | −2,665−11.8% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 131,024 | $8.84M | 2.1% | −4,598−3.4% | Reduced | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 171,829 | $8.82M | 2.1% | −3,134−1.8% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 22,109 | $7.53M | 1.8% | +921+4.3% | Added | History |
| American Centy ETF Tr025072877 | US SML CP VALU | 71,016 | $5.51M | 1.3% | +16,614+30.5% | Added | – |
| AMZNAmazon Com Inc | Stock | 38,896 | $5.07M | 1.2% | +1,684+4.5% | Added | History |
| TSLATesla, Inc. | Stock | 16,186 | $4.24M | 1.0% | −1,043−6.1% | Reduced | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 57,796 | $4.11M | 1.0% | −61,743−51.7% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 13,668 | $3.87M | 0.9% | −788−5.5% | Reduced | – |
| AMGNAmgen Inc | Stock | 17,286 | $3.84M | 0.9% | +45+0.3% | Added | History |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 195,726 | $3.42M | 0.8% | +18,935+10.7% | Added | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 57,903 | $3.25M | 0.8% | −346−0.6% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 13,987 | $3.08M | 0.7% | −1,490−9.6% | Reduced | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 68,219 | $2.99M | 0.7% | −94,275−58.0% | Reduced | – |
| NVDANVIDIA Corp | Stock | 7,034 | $2.98M | 0.7% | +216+3.2% | Added | History |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 77,393 | $2.66M | 0.6% | −522−0.7% | Reduced | – |
| EQIXEquinix Inc | COM | 3,365 | $2.64M | 0.6% | −236−6.6% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 9,058 | $2.60M | 0.6% | +42+0.5% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 54,023 | $2.49M | 0.6% | −2,210−3.9% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 23,971 | $2.39M | 0.6% | −5,108−17.6% | Reduced | – |
| UNHUnitedHealth Group Inc | Stock | 4,712 | $2.26M | 0.5% | +160+3.5% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,984 | $2.21M | 0.5% | −189−3.7% | Reduced | History |
| CLColgate Palmolive Co | Stock | 28,126 | $2.17M | 0.5% | −1,194−4.1% | Reduced | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 10,886 | $2.17M | 0.5% | −1,224−10.1% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,249 | $2.16M | 0.5% | −1,853−18.3% | Reduced | – |
| iShares Russell 2000 ETF464287655 | ETF | 11,455 | $2.15M | 0.5% | −108−0.9% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,493 | $2.06M | 0.5% | −455−5.7% | Reduced | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 27,646 | $2.01M | 0.5% | −6,411−18.8% | Reduced | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 31,726 | $1.99M | 0.5% | +466+1.5% | Added | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,983 | $1.91M | 0.4% | −97−2.4% | Reduced | History |
| MAMastercard Inc | Stock | 4,765 | $1.87M | 0.4% | +33+0.7% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 4,548 | $1.85M | 0.4% | −130−2.8% | Reduced | – |
| VVisa Inc. | Stock | 7,662 | $1.82M | 0.4% | +133+1.8% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,491 | $1.66M | 0.4% | −815−15.4% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,759 | $1.62M | 0.4% | +122+2.6% | Added | History |
| GOOGLAlphabet Inc. | Stock | 13,207 | $1.58M | 0.4% | +370+2.9% | Added | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 28,262 | $1.42M | 0.3% | −24−0.1% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 9,344 | $1.36M | 0.3% | +207+2.3% | Added | History |
| iShares Tr464288877 | EAFE VALUE ETF | 27,098 | $1.33M | 0.3% | −206−0.8% | Reduced | – |
| JNJJohnson & Johnson | Stock | 7,694 | $1.27M | 0.3% | +401+5.5% | Added | History |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 23,987 | $1.10M | 0.3% | −455−1.9% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 8,732 | $1.06M | 0.2% | +869+11.1% | Added | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 7,363 | $1.02M | 0.2% | −647−8.1% | Reduced | – |
| PGProcter & Gamble Co | Stock | 6,602 | $1.00M | 0.2% | −48−0.7% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 41,212 | $872.5K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 7,877 | $819.5K | 0.2% | 00.0% | Unchanged | – |
| AMDAdvanced Micro Devices Inc | Stock | 7,108 | $809.7K | 0.2% | −153−2.1% | Reduced | History |
| iShares Tr464288323 | NEW YORK MUN ETF | 15,145 | $806.6K | 0.2% | +2,400+18.8% | Added | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 12,788 | $795.6K | 0.2% | +928+7.8% | Added | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 9,028 | $759.9K | 0.2% | +834+10.2% | Added | – |
| PFEPfizer Inc | Stock | 20,391 | $747.9K | 0.2% | +1,152+6.0% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 6,479 | $694.9K | 0.2% | −76−1.2% | Reduced | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,188 | $694.6K | 0.2% | 00.0% | Unchanged | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,136 | $674.0K | 0.2% | 00.0% | Unchanged | – |
| UBERUber Technologies, Inc | Stock | 14,922 | $644.2K | 0.2% | +20+0.1% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 31,041 | $638.5K | 0.1% | 00.0% | Unchanged | – |
| HDHome Depot, Inc. | Stock | 1,943 | $603.5K | 0.1% | +231+13.5% | Added | History |
| ADBEAdobe Inc. | Stock | 1,217 | $595.1K | 0.1% | +51+4.4% | Added | History |
| MCDMcDonalds Corp | Stock | 1,956 | $583.7K | 0.1% | +68+3.6% | Added | History |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 22,170 | $569.8K | 0.1% | +22,170 | New | – |
| NOWServiceNow, Inc. | Stock | 1,007 | $565.9K | 0.1% | +32+3.3% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,398 | $551.9K | 0.1% | −22−0.6% | Reduced | – |
| LLYEli Lilly & Co | Stock | 1,159 | $543.5K | 0.1% | +147+14.5% | Added | History |
| CVXChevron Corp | Stock | 3,431 | $539.9K | 0.1% | +251+7.9% | Added | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 13,509 | $534.4K | 0.1% | −1,508−10.0% | Reduced | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 7,823 | $524.8K | 0.1% | −1,380−15.0% | Reduced | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,479 | $510.1K | 0.1% | −55−2.2% | Reduced | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,086 | $498.1K | 0.1% | −3,917−43.5% | Reduced | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 17,070 | $477.1K | 0.1% | +939+5.8% | Added | – |
| AVGOBroadcom Inc. | Stock | 527 | $457.2K | 0.1% | +85+19.2% | Added | History |
| BXBlackstone Inc. | COM | 4,786 | $445.0K | 0.1% | −131−2.7% | Reduced | History |
| KOCoca Cola Co | Stock | 7,240 | $436.0K | 0.1% | −245−3.3% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 21,472 | $432.2K | 0.1% | 00.0% | Unchanged | – |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 11,029 | $430.5K | 0.1% | +869+8.6% | Added | – |
| MRKMerck & Co., Inc. | Stock | 3,713 | $428.5K | 0.1% | +133+3.7% | Added | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 5,848 | $426.5K | 0.1% | +838+16.7% | Added | – |
| COSTCostco Wholesale Corp | Stock | 783 | $421.6K | 0.1% | +60+8.3% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 1,193 | $407.9K | 0.1% | +101+9.2% | Added | History |
| PEPPepsiCo Inc | Stock | 2,186 | $405.0K | 0.1% | +109+5.2% | Added | History |
| MUMicron Technology Inc | Stock | 6,348 | $400.6K | 0.1% | +215+3.5% | Added | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 7,498 | $387.7K | 0.1% | +83+1.1% | Added | – |
| SHOPShopify Inc. | Stock | 5,993 | $387.1K | 0.1% | −2,391−28.5% | Reduced | History |
| WMTWalmart Inc. | Stock | 2,406 | $378.2K | 0.1% | +40+1.7% | Added | History |
| CRMSalesforce, Inc. | Stock | 1,788 | $377.7K | 0.1% | +77+4.5% | Added | History |
| ABBVAbbVie Inc. | Stock | 2,798 | $377.0K | 0.1% | −137−4.7% | Reduced | 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 Q1 2023 (8)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 18,948 | $962.4K | 0.2% | – |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 16,347 | $385.0K | 0.1% | – |
| ARK Innovation ETF00214Q104 | ETF | 8,294 | $334.6K | 0.1% | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 10,752 | $263.6K | 0.1% | – |
| VZVerizon Communications Inc | Stock | 5,645 | $219.6K | 0.1% | History |
| MELIMercadolibre Inc | COM | 153 | $201.7K | 0.1% | History |
| GTEGran Tierra Energy Inc. | COM | 10,785 | $9.48K | <0.1% | History |
| XELAExela Technologies, Inc. | COM NEW | 10,926 | $425 | <0.1% | History |