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 |
|---|---|---|---|---|---|---|---|
| FFAIFaraday Future Intelligent Electric Inc. | COM | 13,373 | $2.67K | <0.1% | +13,373 | New | History |
| ACNAccenture plc | Stock | 657 | $202.7K | <0.1% | +657 | New | History |
| ZTSZoetis Inc. | Stock | 1,182 | $203.6K | <0.1% | +1,182 | New | History |
| PYPLPayPal Holdings, Inc. | Stock | 3,059 | $204.1K | <0.1% | −145−4.5% | Reduced | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,366 | $204.5K | <0.1% | −3,262−70.5% | Reduced | – |
| NEENextera Energy Inc | Stock | 2,765 | $205.2K | <0.1% | +2,765 | New | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 1,919 | $205.6K | <0.1% | +1,919 | New | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,561 | $207.8K | <0.1% | +3+0.1% | Added | – |
| TSCOTractor Supply Co | COM | 948 | $209.6K | <0.1% | −10−1.0% | Reduced | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 2,886 | $209.8K | <0.1% | −4,803−62.5% | Reduced | – |
| LINLinde PLC | Stock | 555 | $211.5K | <0.1% | +555 | New | History |
| iShares Tr464287721 | U.S. TECH ETF | 1,972 | $214.7K | 0.1% | +1,972 | New | – |
| EWEdwards Lifesciences Corp | Stock | 2,305 | $217.4K | 0.1% | +2,305 | New | History |
| TMOThermo Fisher Scientific Inc. | Stock | 421 | $219.4K | 0.1% | −41−8.9% | Reduced | History |
| PLDPrologis, Inc. | REIT | 1,795 | $220.1K | 0.1% | +6+0.3% | Added | History |
| NOVTNovanta Inc | COM | 1,222 | $225.0K | 0.1% | +1,222 | New | History |
| VEEVVeeva Systems Inc | Stock | 1,144 | $226.2K | 0.1% | −6−0.5% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 704 | $227.1K | 0.1% | +11+1.6% | Added | History |
| HONHoneywell International Inc | COM | 1,109 | $230.1K | 0.1% | +1,109 | New | History |
| HEHawaiian Electric Industries Inc | COM | 6,629 | $240.0K | 0.1% | −30−0.5% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 3,785 | $242.1K | 0.1% | +754+24.9% | Added | History |
| EMREmerson Electric Co | Stock | 2,693 | $243.4K | 0.1% | −37−1.4% | Reduced | History |
| CMGChipotle Mexican Grill Inc | COM | 114 | $243.8K | 0.1% | +114 | New | History |
| ORCLOracle Corp | Stock | 2,050 | $244.1K | 0.1% | +2,050 | New | History |
| GILDGilead Sciences, Inc. | Stock | 3,285 | $253.1K | 0.1% | −72−2.1% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 4,994 | $258.4K | 0.1% | +18+0.4% | Added | History |
| CVSCVS Health Corp | Stock | 3,764 | $260.2K | 0.1% | +424+12.7% | Added | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 5,346 | $261.3K | 0.1% | −1,482−21.7% | Reduced | – |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 2,631 | $261.7K | 0.1% | +2,631 | New | – |
| WMWaste Management Inc | Stock | 1,521 | $263.8K | 0.1% | +16+1.1% | Added | History |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 7,137 | $264.0K | 0.1% | +1,110+18.4% | Added | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 759 | $267.0K | 0.1% | +39+5.4% | Added | History |
| BACBank of America Corp | Stock | 9,705 | $278.4K | 0.1% | −585−5.7% | Reduced | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,106 | $281.5K | 0.1% | +24+2.2% | Added | – |
| WisdomTree Tr97717W844 | GLOB EX US QU FD | 8,049 | $288.3K | 0.1% | +235+3.0% | Added | – |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 10,226 | $303.0K | 0.1% | +1,345+15.1% | Added | – |
| EDConsolidated Edison Inc | Stock | 3,470 | $313.7K | 0.1% | +441+14.6% | Added | History |
| DXCMDexcom Inc | COM | 2,446 | $314.3K | 0.1% | +118+5.1% | Added | History |
| DISWalt Disney Co | Stock | 3,658 | $326.6K | 0.1% | −109−2.9% | Reduced | History |
| NFLXNetflix Inc | Stock | 742 | $326.7K | 0.1% | +70+10.4% | Added | History |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 12,273 | $328.5K | 0.1% | 00.0% | Unchanged | – |
| DUKDuke Energy CORP | Stock | 3,714 | $333.3K | 0.1% | +11+0.3% | Added | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,740 | $335.9K | 0.1% | 00.0% | Unchanged | – |
| CMCSAComcast Corp | Stock | 8,095 | $336.3K | 0.1% | +196+2.5% | Added | History |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 2,126 | $337.1K | 0.1% | 00.0% | Unchanged | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 3,608 | $352.3K | 0.1% | +439+13.9% | Added | – |
| ABBVAbbVie Inc. | Stock | 2,798 | $377.0K | 0.1% | −137−4.7% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 1,788 | $377.7K | 0.1% | +77+4.5% | Added | History |
| WMTWalmart Inc. | Stock | 2,406 | $378.2K | 0.1% | +40+1.7% | Added | History |
| SHOPShopify Inc. | Stock | 5,993 | $387.1K | 0.1% | −2,391−28.5% | Reduced | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 7,498 | $387.7K | 0.1% | +83+1.1% | Added | – |
| MUMicron Technology Inc | Stock | 6,348 | $400.6K | 0.1% | +215+3.5% | Added | History |
| PEPPepsiCo Inc | Stock | 2,186 | $405.0K | 0.1% | +109+5.2% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 1,193 | $407.9K | 0.1% | +101+9.2% | Added | History |
| COSTCostco Wholesale Corp | Stock | 783 | $421.6K | 0.1% | +60+8.3% | Added | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 5,848 | $426.5K | 0.1% | +838+16.7% | Added | – |
| MRKMerck & Co., Inc. | Stock | 3,713 | $428.5K | 0.1% | +133+3.7% | Added | History |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 11,029 | $430.5K | 0.1% | +869+8.6% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 21,472 | $432.2K | 0.1% | 00.0% | Unchanged | – |
| KOCoca Cola Co | Stock | 7,240 | $436.0K | 0.1% | −245−3.3% | Reduced | History |
| BXBlackstone Inc. | COM | 4,786 | $445.0K | 0.1% | −131−2.7% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 527 | $457.2K | 0.1% | +85+19.2% | Added | History |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 17,070 | $477.1K | 0.1% | +939+5.8% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,086 | $498.1K | 0.1% | −3,917−43.5% | Reduced | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,479 | $510.1K | 0.1% | −55−2.2% | Reduced | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 7,823 | $524.8K | 0.1% | −1,380−15.0% | Reduced | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 13,509 | $534.4K | 0.1% | −1,508−10.0% | Reduced | – |
| CVXChevron Corp | Stock | 3,431 | $539.9K | 0.1% | +251+7.9% | Added | History |
| LLYEli Lilly & Co | Stock | 1,159 | $543.5K | 0.1% | +147+14.5% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,398 | $551.9K | 0.1% | −22−0.6% | Reduced | – |
| NOWServiceNow, Inc. | Stock | 1,007 | $565.9K | 0.1% | +32+3.3% | Added | History |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 22,170 | $569.8K | 0.1% | +22,170 | New | – |
| MCDMcDonalds Corp | Stock | 1,956 | $583.7K | 0.1% | +68+3.6% | Added | History |
| ADBEAdobe Inc. | Stock | 1,217 | $595.1K | 0.1% | +51+4.4% | Added | History |
| HDHome Depot, Inc. | Stock | 1,943 | $603.5K | 0.1% | +231+13.5% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 31,041 | $638.5K | 0.1% | 00.0% | Unchanged | – |
| UBERUber Technologies, Inc | Stock | 14,922 | $644.2K | 0.2% | +20+0.1% | Added | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,136 | $674.0K | 0.2% | 00.0% | Unchanged | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,188 | $694.6K | 0.2% | 00.0% | Unchanged | – |
| XOMExxonMobil Holdings Corp | COM | 6,479 | $694.9K | 0.2% | −76−1.2% | Reduced | History |
| PFEPfizer Inc | Stock | 20,391 | $747.9K | 0.2% | +1,152+6.0% | Added | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 9,028 | $759.9K | 0.2% | +834+10.2% | Added | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 12,788 | $795.6K | 0.2% | +928+7.8% | Added | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 15,145 | $806.6K | 0.2% | +2,400+18.8% | Added | – |
| AMDAdvanced Micro Devices Inc | Stock | 7,108 | $809.7K | 0.2% | −153−2.1% | Reduced | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 7,877 | $819.5K | 0.2% | 00.0% | Unchanged | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 41,212 | $872.5K | 0.2% | 00.0% | Unchanged | – |
| PGProcter & Gamble Co | Stock | 6,602 | $1.00M | 0.2% | −48−0.7% | Reduced | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 7,363 | $1.02M | 0.2% | −647−8.1% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 8,732 | $1.06M | 0.2% | +869+11.1% | Added | History |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 23,987 | $1.10M | 0.3% | −455−1.9% | Reduced | – |
| JNJJohnson & Johnson | Stock | 7,694 | $1.27M | 0.3% | +401+5.5% | Added | History |
| iShares Tr464288877 | EAFE VALUE ETF | 27,098 | $1.33M | 0.3% | −206−0.8% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 9,344 | $1.36M | 0.3% | +207+2.3% | Added | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 28,262 | $1.42M | 0.3% | −24−0.1% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 13,207 | $1.58M | 0.4% | +370+2.9% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 4,759 | $1.62M | 0.4% | +122+2.6% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,491 | $1.66M | 0.4% | −815−15.4% | Reduced | – |
| VVisa Inc. | Stock | 7,662 | $1.82M | 0.4% | +133+1.8% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 4,548 | $1.85M | 0.4% | −130−2.8% | 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 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 |