Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- Latest filing
- Jul 9, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Jan 12, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 159
- +14 vs. Q3 2023
- Portfolio value
- $516.4M
- +$85.7M (+19.9%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 364,428 | $86.4M | 16.7% | +6,032+1.7% | Added | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 1,084,757 | $27.2M | 5.3% | +71,584+7.1% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 345,287 | $24.3M | 4.7% | +156,299+82.7% | Added | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 457,675 | $22.8M | 4.4% | +457,675 | New | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 790,913 | $20.0M | 3.9% | +66,652+9.2% | Added | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 355,345 | $17.7M | 3.4% | +25,385+7.7% | Added | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 261,613 | $17.7M | 3.4% | +14,844+6.0% | Added | – |
| Alpha Architect ETF Tr02072L771 | SPARKLINE INTANG | 645,869 | $17.2M | 3.3% | +28,128+4.6% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 452,101 | $16.7M | 3.2% | −68,786−13.2% | Reduced | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 219,219 | $14.6M | 2.8% | −6,250−2.8% | Reduced | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 307,799 | $14.5M | 2.8% | +40,159+15.0% | Added | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 271,706 | $12.7M | 2.5% | +28,770+11.8% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 111,981 | $12.1M | 2.4% | −3,288−2.9% | Reduced | – |
| AAPLApple Inc. | Stock | 62,114 | $12.0M | 2.3% | −1,153−1.8% | Reduced | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 176,160 | $9.94M | 1.9% | −1,539−0.9% | Reduced | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 118,395 | $9.82M | 1.9% | +605+0.5% | Added | – |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 261,232 | $9.47M | 1.8% | +117,884+82.2% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 18,893 | $9.02M | 1.7% | −1,111−5.6% | Reduced | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 165,453 | $8.54M | 1.7% | +15,501+10.3% | Added | – |
| MSFTMicrosoft Corp | Stock | 22,552 | $8.48M | 1.6% | +100+0.4% | Added | History |
| American Centy ETF Tr025072877 | US SML CP VALU | 92,074 | $8.27M | 1.6% | +7,557+8.9% | Added | – |
| AMZNAmazon Com Inc | Stock | 40,962 | $6.22M | 1.2% | +648+1.6% | Added | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 55,758 | $5.40M | 1.0% | −28,431−33.8% | Reduced | – |
| AMGNAmgen Inc | Stock | 17,453 | $5.03M | 1.0% | +20.0% | Added | History |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 237,924 | $4.31M | 0.8% | +18,631+8.5% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 13,783 | $4.28M | 0.8% | +330+2.5% | Added | – |
| NVDANVIDIA Corp | Stock | 7,030 | $3.48M | 0.7% | −61−0.9% | Reduced | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 59,713 | $3.46M | 0.7% | +1,839+3.2% | Added | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 41,312 | $3.11M | 0.6% | −2,130−4.9% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 8,646 | $3.06M | 0.6% | −60−0.7% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 60,269 | $2.89M | 0.6% | +5,661+10.4% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 11,755 | $2.73M | 0.5% | −2,452−17.3% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,315 | $2.53M | 0.5% | −84−1.6% | Reduced | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 38,146 | $2.48M | 0.5% | +5,867+18.2% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,381 | $2.42M | 0.5% | −1,005−4.3% | Reduced | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 50,669 | $2.39M | 0.5% | −3,113−5.8% | Reduced | – |
| VVisa Inc. | Stock | 8,675 | $2.26M | 0.4% | +961+12.5% | Added | History |
| CLColgate Palmolive Co | Stock | 27,851 | $2.22M | 0.4% | −10.0% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 11,014 | $2.21M | 0.4% | −503−4.4% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,284 | $2.21M | 0.4% | −199−2.7% | Reduced | – |
| UNHUnitedHealth Group Inc | Stock | 4,133 | $2.18M | 0.4% | −553−11.8% | Reduced | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 27,153 | $2.07M | 0.4% | +91+0.3% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 9,523 | $2.03M | 0.4% | −1,053−10.0% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,255 | $2.01M | 0.4% | −501−6.5% | Reduced | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,942 | $2.00M | 0.4% | −51−1.3% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 5,601 | $2.00M | 0.4% | −46−0.8% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 14,040 | $1.96M | 0.4% | +395+2.9% | Added | History |
| MAMastercard Inc | Stock | 4,487 | $1.91M | 0.4% | −300−6.3% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,669 | $1.91M | 0.4% | −703−13.1% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 11,146 | $1.90M | 0.4% | +95+0.9% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 4,151 | $1.81M | 0.4% | −80−1.9% | Reduced | – |
| iShares Tr464288877 | EAFE VALUE ETF | 27,576 | $1.44M | 0.3% | +476+1.8% | Added | – |
| GOOGAlphabet Inc. | Stock | 9,503 | $1.34M | 0.3% | +21+0.2% | Added | History |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 18,208 | $1.26M | 0.2% | +5,201+40.0% | Added | – |
| TSLATesla, Inc. | Stock | 5,016 | $1.25M | 0.2% | −11,673−69.9% | Reduced | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 13,531 | $1.23M | 0.2% | +4,203+45.1% | Added | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 23,702 | $1.15M | 0.2% | −257−1.1% | Reduced | – |
| AMDAdvanced Micro Devices Inc | Stock | 7,218 | $1.06M | 0.2% | −23−0.3% | Reduced | History |
| JNJJohnson & Johnson | Stock | 6,601 | $1.03M | 0.2% | −54−0.8% | Reduced | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 7,010 | $1.02M | 0.2% | −341−4.6% | Reduced | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 18,543 | $946.6K | 0.2% | −12,969−41.2% | Reduced | – |
| UBERUber Technologies, Inc | Stock | 15,219 | $937.0K | 0.2% | +146+1.0% | Added | History |
| PGProcter & Gamble Co | Stock | 6,339 | $928.9K | 0.2% | −408−6.0% | Reduced | History |
| iShares Tr464288323 | NEW YORK MUN ETF | 16,555 | $895.5K | 0.2% | +565+3.5% | Added | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 27,236 | $872.4K | 0.2% | +27,236 | New | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 7,877 | $830.5K | 0.2% | 00.0% | Unchanged | – |
| HDHome Depot, Inc. | Stock | 2,364 | $819.1K | 0.2% | −77−3.2% | Reduced | History |
| LLYEli Lilly & Co | Stock | 1,296 | $755.5K | 0.1% | +44+3.5% | Added | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,188 | $750.9K | 0.1% | −10−0.1% | Reduced | – |
| ADBEAdobe Inc. | Stock | 1,226 | $731.4K | 0.1% | −37−2.9% | Reduced | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,136 | $713.6K | 0.1% | 00.0% | Unchanged | – |
| XOMExxonMobil Holdings Corp | COM | 7,003 | $700.1K | 0.1% | −63−0.9% | Reduced | History |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 16,407 | $694.5K | 0.1% | +4,270+35.2% | Added | – |
| NOWServiceNow, Inc. | Stock | 941 | $664.8K | 0.1% | −62−6.2% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 30,971 | $646.8K | 0.1% | −70−0.2% | Reduced | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 22,170 | $645.6K | 0.1% | 00.0% | Unchanged | – |
| BXBlackstone Inc. | COM | 4,907 | $642.4K | 0.1% | +55+1.1% | Added | History |
| AVGOBroadcom Inc. | Stock | 570 | $636.4K | 0.1% | +40+7.5% | Added | History |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 16,020 | $626.4K | 0.1% | +6,911+75.9% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,844 | $580.0K | 0.1% | +129+2.3% | Added | – |
| COSTCostco Wholesale Corp | Stock | 876 | $578.2K | 0.1% | +49+5.9% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,371 | $574.4K | 0.1% | −723−17.7% | Reduced | – |
| APDAir Products & Chemicals, Inc. | Stock | 2,076 | $568.4K | 0.1% | −49−2.3% | Reduced | History |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 17,798 | $561.4K | 0.1% | +5,881+49.3% | Added | – |
| MCDMcDonalds Corp | Stock | 1,887 | $559.5K | 0.1% | −4−0.2% | Reduced | History |
| MUMicron Technology Inc | Stock | 6,484 | $553.3K | 0.1% | +53+0.8% | Added | History |
| PFEPfizer Inc | Stock | 19,117 | $550.4K | 0.1% | −273−1.4% | Reduced | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,496 | $548.0K | 0.1% | +11+0.4% | Added | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 13,509 | $543.2K | 0.1% | 00.0% | Unchanged | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 7,708 | $540.3K | 0.1% | −92−1.2% | Reduced | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 14,366 | $515.9K | 0.1% | +14,366 | New | – |
| American Centy ETF Tr025072299 | AVAN RE INTL ETF | 9,357 | $504.2K | 0.1% | +9,357 | New | – |
| MRKMerck & Co., Inc. | Stock | 4,506 | $491.2K | 0.1% | −407−8.3% | Reduced | History |
| iShares Tr46436E759 | ESG EAFE ETF | 7,638 | $487.9K | 0.1% | +7,638 | New | – |
| CRMSalesforce, Inc. | Stock | 1,806 | $475.2K | 0.1% | −10−0.6% | Reduced | History |
| CVXChevron Corp | Stock | 3,036 | $452.8K | 0.1% | −694−18.6% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 21,472 | $439.2K | 0.1% | 00.0% | Unchanged | – |
| KOCoca Cola Co | Stock | 7,429 | $437.8K | 0.1% | +93+1.3% | Added | History |
| ABBVAbbVie Inc. | Stock | 2,801 | $434.1K | 0.1% | −251−8.2% | Reduced | History |
| BACBank of America Corp | Stock | 12,825 | $431.8K | 0.1% | −193−1.5% | Reduced | History |
Options (4)
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 2023 (7)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| EQIXEquinix Inc | COM | 3,366 | $2.44M | 0.6% | History |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 41,212 | $874.9K | 0.2% | – |
| WisdomTree Tr97717W844 | GLOB EX US QU FD | 8,194 | $274.1K | 0.1% | – |
| EMREmerson Electric Co | Stock | 2,751 | $265.7K | 0.1% | History |
| Vanguard Health Care ETF92204A504 | ETF | 964 | $226.6K | 0.1% | – |
| FFord Motor Co | Stock | 12,940 | $160.7K | <0.1% | History |
| TAT&T Inc. | Stock | 10,263 | $154.2K | <0.1% | History |