Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- Latest filing
- Jul 9, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Oct 10, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 145
- −1 vs. Q2 2023
- Portfolio value
- $430.8M
- +$3.75M (+0.9%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 358,396 | $76.1M | 17.7% | +15,594+4.5% | Added | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 1,013,173 | $23.9M | 5.5% | +51,028+5.3% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 520,887 | $17.7M | 4.1% | −22,942−4.2% | Reduced | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 724,261 | $17.3M | 4.0% | +149,586+26.0% | Added | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 246,769 | $15.3M | 3.5% | +21,092+9.3% | Added | – |
| Alpha Architect ETF Tr02072L771 | SPARKLINE INTANG | 617,741 | $14.4M | 3.3% | +49,487+8.7% | Added | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 329,960 | $14.2M | 3.3% | +31,738+10.6% | Added | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 225,469 | $13.9M | 3.2% | −11,530−4.9% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 188,988 | $12.2M | 2.8% | +57,964+44.2% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 115,269 | $11.8M | 2.7% | +6,127+5.6% | Added | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 267,640 | $11.7M | 2.7% | +13,071+5.1% | Added | – |
| AAPLApple Inc. | Stock | 63,267 | $10.8M | 2.5% | +2,307+3.8% | Added | History |
| Schwab US Aggregate Bond ETF808524839 | ETF | 242,936 | $10.7M | 2.5% | +29,182+13.7% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 177,699 | $8.99M | 2.1% | −13,694−7.2% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 20,004 | $8.59M | 2.0% | +59+0.3% | Added | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 117,790 | $8.57M | 2.0% | −9,010−7.1% | Reduced | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 149,952 | $7.36M | 1.7% | −21,877−12.7% | Reduced | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 84,189 | $7.27M | 1.7% | −12,329−12.8% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 22,452 | $7.09M | 1.6% | +343+1.6% | Added | History |
| American Centy ETF Tr025072877 | US SML CP VALU | 84,517 | $6.59M | 1.5% | +13,501+19.0% | Added | – |
| AMZNAmazon Com Inc | Stock | 40,314 | $5.12M | 1.2% | +1,418+3.6% | Added | History |
| AMGNAmgen Inc | Stock | 17,451 | $4.69M | 1.1% | +165+1.0% | Added | History |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 143,348 | $4.59M | 1.1% | +65,955+85.2% | Added | – |
| TSLATesla, Inc. | Stock | 16,689 | $4.18M | 1.0% | +503+3.1% | Added | History |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 219,293 | $3.75M | 0.9% | +23,567+12.0% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 13,453 | $3.66M | 0.9% | −215−1.6% | Reduced | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 57,874 | $3.10M | 0.7% | −29−0.1% | Reduced | – |
| NVDANVIDIA Corp | Stock | 7,091 | $3.08M | 0.7% | +57+0.8% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 14,207 | $2.96M | 0.7% | +220+1.6% | Added | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 43,442 | $2.94M | 0.7% | −14,354−24.8% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 8,706 | $2.61M | 0.6% | −352−3.9% | Reduced | History |
| EQIXEquinix Inc | COM | 3,366 | $2.44M | 0.6% | +10.0% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 54,608 | $2.39M | 0.6% | +585+1.1% | Added | – |
| UNHUnitedHealth Group Inc | Stock | 4,686 | $2.36M | 0.5% | −26−0.6% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,399 | $2.31M | 0.5% | +415+8.3% | Added | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 53,782 | $2.23M | 0.5% | −14,437−21.2% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 23,386 | $2.21M | 0.5% | −585−2.4% | Reduced | – |
| iShares Russell 2000 ETF464287655 | ETF | 11,517 | $2.04M | 0.5% | +62+0.5% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 10,576 | $2.00M | 0.5% | −310−2.8% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,483 | $1.99M | 0.5% | −10−0.1% | Reduced | – |
| CLColgate Palmolive Co | Stock | 27,852 | $1.98M | 0.5% | −274−1.0% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 5,647 | $1.98M | 0.5% | +888+18.7% | Added | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 32,279 | $1.94M | 0.4% | +553+1.7% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,756 | $1.93M | 0.4% | −493−6.0% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,372 | $1.92M | 0.4% | +881+19.6% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 27,062 | $1.91M | 0.4% | −584−2.1% | Reduced | – |
| MAMastercard Inc | Stock | 4,787 | $1.90M | 0.4% | +22+0.5% | Added | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,993 | $1.82M | 0.4% | +10+0.3% | Added | History |
| GOOGLAlphabet Inc. | Stock | 13,645 | $1.79M | 0.4% | +438+3.3% | Added | History |
| VVisa Inc. | Stock | 7,714 | $1.77M | 0.4% | +52+0.7% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 4,231 | $1.66M | 0.4% | −317−7.0% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 11,051 | $1.60M | 0.4% | +1,707+18.3% | Added | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 31,512 | $1.52M | 0.4% | +3,250+11.5% | Added | – |
| iShares Tr464288877 | EAFE VALUE ETF | 27,100 | $1.33M | 0.3% | +20.0% | Added | – |
| GOOGAlphabet Inc. | Stock | 9,482 | $1.25M | 0.3% | +750+8.6% | Added | History |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 23,959 | $1.05M | 0.2% | −28−0.1% | Reduced | – |
| JNJJohnson & Johnson | Stock | 6,655 | $1.04M | 0.2% | −1,039−13.5% | Reduced | History |
| PGProcter & Gamble Co | Stock | 6,747 | $984.1K | 0.2% | +145+2.2% | Added | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 7,351 | $962.7K | 0.2% | −12−0.2% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 41,212 | $874.9K | 0.2% | 00.0% | Unchanged | – |
| XOMExxonMobil Holdings Corp | COM | 7,066 | $830.8K | 0.2% | +587+9.1% | Added | History |
| iShares Tr464288323 | NEW YORK MUN ETF | 15,990 | $816.0K | 0.2% | +845+5.6% | Added | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 7,877 | $810.2K | 0.2% | 00.0% | Unchanged | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 13,007 | $780.0K | 0.2% | +219+1.7% | Added | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 9,328 | $759.4K | 0.2% | +300+3.3% | Added | – |
| AMDAdvanced Micro Devices Inc | Stock | 7,241 | $744.6K | 0.2% | +133+1.9% | Added | History |
| HDHome Depot, Inc. | Stock | 2,441 | $737.7K | 0.2% | +498+25.6% | Added | History |
| UBERUber Technologies, Inc | Stock | 15,073 | $693.2K | 0.2% | +151+1.0% | Added | History |
| LLYEli Lilly & Co | Stock | 1,252 | $672.5K | 0.2% | +93+8.0% | Added | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,198 | $657.6K | 0.2% | +10+0.1% | Added | – |
| ADBEAdobe Inc. | Stock | 1,263 | $644.0K | 0.1% | +46+3.8% | Added | History |
| PFEPfizer Inc | Stock | 19,390 | $643.2K | 0.1% | −1,001−4.9% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 31,041 | $641.6K | 0.1% | 00.0% | Unchanged | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,136 | $640.2K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,094 | $636.1K | 0.1% | +696+20.5% | Added | – |
| CVXChevron Corp | Stock | 3,730 | $628.9K | 0.1% | +299+8.7% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 2,125 | $602.2K | 0.1% | +2,125 | New | History |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 22,170 | $561.8K | 0.1% | 00.0% | Unchanged | – |
| NOWServiceNow, Inc. | Stock | 1,003 | $560.6K | 0.1% | −4−0.4% | Reduced | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,715 | $537.4K | 0.1% | +629+12.4% | Added | – |
| BXBlackstone Inc. | COM | 4,852 | $519.9K | 0.1% | +66+1.4% | Added | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 13,509 | $512.7K | 0.1% | 00.0% | Unchanged | – |
| MRKMerck & Co., Inc. | Stock | 4,913 | $505.8K | 0.1% | +1,200+32.3% | Added | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 7,800 | $502.8K | 0.1% | −23−0.3% | Reduced | – |
| MCDMcDonalds Corp | Stock | 1,891 | $498.2K | 0.1% | −65−3.3% | Reduced | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,485 | $484.0K | 0.1% | +6+0.2% | Added | – |
| WMTWalmart Inc. | Stock | 3,006 | $480.8K | 0.1% | +600+24.9% | Added | History |
| COSTCostco Wholesale Corp | Stock | 827 | $467.2K | 0.1% | +44+5.6% | Added | History |
| ABBVAbbVie Inc. | Stock | 3,052 | $454.9K | 0.1% | +254+9.1% | Added | History |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 12,137 | $444.9K | 0.1% | +1,108+10.0% | Added | – |
| AVGOBroadcom Inc. | Stock | 530 | $440.3K | 0.1% | +3+0.6% | Added | History |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 16,468 | $439.2K | 0.1% | −602−3.5% | Reduced | – |
| MUMicron Technology Inc | Stock | 6,431 | $437.5K | 0.1% | +83+1.3% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 21,472 | $431.8K | 0.1% | 00.0% | Unchanged | – |
| CMCSAComcast Corp | Stock | 9,364 | $415.2K | 0.1% | +1,269+15.7% | Added | History |
| KOCoca Cola Co | Stock | 7,336 | $410.7K | 0.1% | +96+1.3% | Added | History |
| KVUEKenvue Inc. | Stock | 19,458 | $390.7K | 0.1% | +19,458 | New | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 5,581 | $385.8K | 0.1% | −267−4.6% | Reduced | – |
| CRMSalesforce, Inc. | Stock | 1,816 | $368.3K | 0.1% | +28+1.6% | Added | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 7,337 | $365.7K | 0.1% | −161−2.1% | Reduced | – |
Options (3)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q2 2023 (12)
Positions held at the end of Q2 2023 that are gone from this filing.
| Security | Class | Shares in Q2 2023 | Value in Q2 2023 | % of portfolio in Q2 2023 | History |
|---|---|---|---|---|---|
| SHOPShopify Inc. | Stock | 5,993 | $387.1K | 0.1% | History |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 2,631 | $261.7K | 0.1% | – |
| BMYBristol Myers Squibb Co | Stock | 3,785 | $242.1K | 0.1% | History |
| HEHawaiian Electric Industries Inc | COM | 6,629 | $240.0K | 0.1% | History |
| NOVTNovanta Inc | COM | 1,222 | $225.0K | 0.1% | History |
| EWEdwards Lifesciences Corp | Stock | 2,305 | $217.4K | 0.1% | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 2,886 | $209.8K | <0.1% | – |
| TSCOTractor Supply Co | COM | 948 | $209.6K | <0.1% | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 1,919 | $205.6K | <0.1% | – |
| NEENextera Energy Inc | Stock | 2,765 | $205.2K | <0.1% | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,366 | $204.5K | <0.1% | – |
| FFAIFaraday Future Intelligent Electric Inc. | COM | 13,373 | $2.67K | <0.1% | History |