Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- Latest filing
- Jul 9, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed Apr 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 181
- +22 vs. Q4 2023
- Portfolio value
- $585.3M
- +$68.9M (+13.3%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 364,219 | $94.7M | 16.2% | −209−0.1% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 502,840 | $37.3M | 6.4% | +157,553+45.6% | Added | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 1,130,762 | $30.5M | 5.2% | +46,005+4.2% | Added | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 927,730 | $23.8M | 4.1% | +136,817+17.3% | Added | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 447,118 | $22.4M | 3.8% | −10,557−2.3% | Reduced | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 362,555 | $21.4M | 3.7% | +7,210+2.0% | Added | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 269,955 | $19.8M | 3.4% | +8,342+3.2% | Added | – |
| Alpha Architect ETF Tr02072L771 | SPARKLINE INTANG | 661,548 | $19.2M | 3.3% | +15,679+2.4% | Added | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 352,025 | $16.4M | 2.8% | +44,226+14.4% | Added | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 218,300 | $15.8M | 2.7% | −919−0.4% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 371,480 | $14.5M | 2.5% | −80,621−17.8% | Reduced | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 281,529 | $13.0M | 2.2% | +9,823+3.6% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 114,983 | $12.4M | 2.1% | +3,002+2.7% | Added | – |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 318,721 | $12.1M | 2.1% | +57,489+22.0% | Added | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 119,012 | $11.0M | 1.9% | +617+0.5% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 176,001 | $10.9M | 1.9% | −159−0.1% | Reduced | – |
| AAPLApple Inc. | Stock | 61,085 | $10.5M | 1.8% | −1,029−1.7% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 23,588 | $9.92M | 1.7% | +1,036+4.6% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 18,793 | $9.88M | 1.7% | −100−0.5% | Reduced | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 96,420 | $9.04M | 1.5% | +4,346+4.7% | Added | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 170,211 | $8.90M | 1.5% | +4,758+2.9% | Added | – |
| AMZNAmazon Com Inc | Stock | 41,616 | $7.51M | 1.3% | +654+1.6% | Added | History |
| NVDANVIDIA Corp | Stock | 7,750 | $7.00M | 1.2% | +720+10.2% | Added | History |
| AMGNAmgen Inc | Stock | 17,359 | $4.94M | 0.8% | −94−0.5% | Reduced | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 46,474 | $4.82M | 0.8% | −9,284−16.7% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 13,565 | $4.67M | 0.8% | −218−1.6% | Reduced | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 243,351 | $4.41M | 0.8% | +5,427+2.3% | Added | – |
| METAMeta Platforms, Inc. | Stock | 8,528 | $4.14M | 0.7% | −118−1.4% | Reduced | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 60,765 | $3.66M | 0.6% | +1,052+1.8% | Added | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 40,248 | $3.28M | 0.6% | −1,064−2.6% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,197 | $3.24M | 0.6% | +882+16.6% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 62,544 | $3.14M | 0.5% | +2,275+3.8% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 11,597 | $2.90M | 0.5% | −158−1.3% | Reduced | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 37,553 | $2.55M | 0.4% | −593−1.6% | Reduced | – |
| VVisa Inc. | Stock | 8,919 | $2.49M | 0.4% | +244+2.8% | Added | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 50,429 | $2.48M | 0.4% | −240−0.5% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,461 | $2.48M | 0.4% | +80+0.4% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,891 | $2.48M | 0.4% | +290+5.2% | Added | History |
| CLColgate Palmolive Co | Stock | 27,160 | $2.45M | 0.4% | −691−2.5% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,101 | $2.39M | 0.4% | −183−2.5% | Reduced | – |
| iShares Russell 2000 ETF464287655 | ETF | 11,018 | $2.32M | 0.4% | +40.0% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 11,354 | $2.27M | 0.4% | +208+1.9% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 9,933 | $2.27M | 0.4% | +410+4.3% | Added | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,033 | $2.24M | 0.4% | +91+2.3% | Added | History |
| MAMastercard Inc | Stock | 4,591 | $2.21M | 0.4% | +104+2.3% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,979 | $2.21M | 0.4% | +310+6.6% | Added | – |
| GOOGLAlphabet Inc. | Stock | 14,510 | $2.19M | 0.4% | +470+3.3% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 27,078 | $2.18M | 0.4% | −75−0.3% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 35,793 | $2.17M | 0.4% | −482−1.3% | ReducedConverted for a 5-for-1 split | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,252 | $2.04M | 0.3% | +101+2.4% | Added | – |
| UNHUnitedHealth Group Inc | Stock | 4,081 | $2.02M | 0.3% | −52−1.3% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 10,250 | $1.56M | 0.3% | +747+7.9% | Added | History |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 19,592 | $1.49M | 0.3% | +1,384+7.6% | Added | – |
| iShares Tr464288877 | EAFE VALUE ETF | 27,053 | $1.47M | 0.3% | −523−1.9% | Reduced | – |
| SHOPShopify Inc. | Stock | 18,697 | $1.44M | 0.2% | +18,697 | New | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 14,290 | $1.44M | 0.2% | +759+5.6% | Added | – |
| AMDAdvanced Micro Devices Inc | Stock | 7,281 | $1.31M | 0.2% | +63+0.9% | Added | History |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 37,903 | $1.28M | 0.2% | +10,667+39.2% | Added | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 23,702 | $1.26M | 0.2% | 00.0% | Unchanged | – |
| UBERUber Technologies, Inc | Stock | 15,432 | $1.19M | 0.2% | +213+1.4% | Added | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 7,250 | $1.13M | 0.2% | +240+3.4% | Added | – |
| LLYEli Lilly & Co | Stock | 1,392 | $1.08M | 0.2% | +96+7.4% | Added | History |
| JNJJohnson & Johnson | Stock | 6,746 | $1.07M | 0.2% | +145+2.2% | Added | History |
| PGProcter & Gamble Co | Stock | 6,487 | $1.05M | 0.2% | +148+2.3% | Added | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 20,174 | $1.02M | 0.2% | +1,631+8.8% | Added | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 18,868 | $1.02M | 0.2% | +2,313+14.0% | Added | – |
| HDHome Depot, Inc. | Stock | 2,577 | $988.5K | 0.2% | +213+9.0% | Added | History |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 25,006 | $971.7K | 0.2% | +10,640+74.1% | Added | – |
| AVGOBroadcom Inc. | Stock | 725 | $961.0K | 0.2% | +155+27.2% | Added | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,375 | $841.8K | 0.1% | +187+2.6% | Added | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 7,877 | $825.0K | 0.1% | 00.0% | Unchanged | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 19,717 | $820.0K | 0.1% | +3,697+23.1% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 6,986 | $812.0K | 0.1% | −17−0.2% | Reduced | History |
| TSLATesla, Inc. | Stock | 4,590 | $806.9K | 0.1% | −426−8.5% | Reduced | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,315 | $791.5K | 0.1% | +179+2.9% | Added | – |
| MUMicron Technology Inc | Stock | 6,582 | $776.0K | 0.1% | +98+1.5% | Added | History |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 17,428 | $775.2K | 0.1% | +1,021+6.2% | Added | – |
| American Centy ETF Tr025072299 | AVAN RE INTL ETF | 13,036 | $742.1K | 0.1% | +3,679+39.3% | Added | – |
| COSTCostco Wholesale Corp | Stock | 996 | $729.7K | 0.1% | +120+13.7% | Added | History |
| NOWServiceNow, Inc. | Stock | 951 | $725.0K | 0.1% | +10+1.1% | Added | History |
| RBB FD Inc74933W460 | US TRSRY 6 MNTH | 14,452 | $724.2K | 0.1% | +14,452 | New | – |
| iShares Tr46436E759 | ESG EAFE ETF | 10,619 | $723.5K | 0.1% | +2,981+39.0% | Added | – |
| ADBEAdobe Inc. | Stock | 1,394 | $703.4K | 0.1% | +168+13.7% | Added | History |
| BXBlackstone Inc. | COM | 5,231 | $687.2K | 0.1% | +324+6.6% | Added | History |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 22,360 | $673.0K | 0.1% | +190+0.9% | Added | – |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 19,675 | $672.9K | 0.1% | +1,877+10.5% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 30,971 | $649.5K | 0.1% | 00.0% | Unchanged | – |
| ORCLOracle Corp | Stock | 5,015 | $629.9K | 0.1% | +1,563+45.3% | Added | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,661 | $627.4K | 0.1% | +165+6.6% | Added | – |
| MRKMerck & Co., Inc. | Stock | 4,733 | $624.5K | 0.1% | +227+5.0% | Added | History |
| DISWalt Disney Co | Stock | 4,955 | $606.3K | 0.1% | +237+5.0% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,274 | $597.8K | 0.1% | −97−2.9% | Reduced | – |
| NFLXNetflix Inc | Stock | 942 | $571.9K | 0.1% | +119+14.5% | Added | History |
| CRMSalesforce, Inc. | Stock | 1,898 | $571.6K | 0.1% | +92+5.1% | Added | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 7,507 | $570.4K | 0.1% | −201−2.6% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 3,083 | $561.4K | 0.1% | +282+10.1% | Added | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 13,509 | $555.0K | 0.1% | 00.0% | Unchanged | – |
| MCDMcDonalds Corp | Stock | 1,899 | $535.4K | 0.1% | +12+0.6% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,312 | $520.3K | 0.1% | −532−9.1% | Reduced | – |
| ABNBAirbnb, Inc. | Stock | 3,124 | $515.3K | 0.1% | +3,124 | New | History |
Options (5)
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 2023 (1)
Positions held at the end of Q4 2023 that are gone from this filing.