Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- Latest filing
- Jul 9, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jul 19, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 176
- −5 vs. Q1 2024
- Portfolio value
- $606.5M
- +$21.3M (+3.6%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 374,443 | $100.2M | 16.5% | +10,224+2.8% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 521,503 | $37.9M | 6.2% | +18,663+3.7% | Added | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 1,182,971 | $29.5M | 4.9% | +52,209+4.6% | Added | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 985,958 | $25.1M | 4.1% | +58,228+6.3% | Added | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 498,771 | $24.9M | 4.1% | +51,653+11.6% | Added | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 371,482 | $21.6M | 3.6% | +8,927+2.5% | Added | – |
| Alpha Architect ETF Tr02072L771 | SPARKLINE INTANG | 688,092 | $19.6M | 3.2% | +26,544+4.0% | Added | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 283,173 | $19.3M | 3.2% | +13,218+4.9% | Added | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 371,049 | $17.0M | 2.8% | +19,024+5.4% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 413,307 | $15.9M | 2.6% | +41,827+11.3% | Added | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 217,668 | $15.8M | 2.6% | −632−0.3% | Reduced | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 313,480 | $14.3M | 2.4% | +31,951+11.3% | Added | – |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 348,461 | $12.9M | 2.1% | +29,740+9.3% | Added | – |
| AAPLApple Inc. | Stock | 59,046 | $12.4M | 2.1% | −2,039−3.3% | Reduced | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 118,978 | $12.0M | 2.0% | −340.0% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 112,255 | $12.0M | 2.0% | −2,728−2.4% | Reduced | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 169,819 | $10.9M | 1.8% | −6,182−3.5% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 23,539 | $10.5M | 1.7% | −49−0.2% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 18,498 | $10.1M | 1.7% | −295−1.6% | Reduced | – |
| NVDANVIDIA Corp | Stock | 77,212 | $9.54M | 1.6% | 00.0% | UnchangedConverted for a 10-for-1 split | History |
| American Centy ETF Tr025072877 | US SML CP VALU | 102,917 | $9.23M | 1.5% | +6,497+6.7% | Added | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 177,006 | $9.14M | 1.5% | +6,795+4.0% | Added | – |
| AMZNAmazon Com Inc | Stock | 41,716 | $8.06M | 1.3% | +100+0.2% | Added | History |
| AMGNAmgen Inc | Stock | 16,948 | $5.30M | 0.9% | −411−2.4% | Reduced | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 13,447 | $5.03M | 0.8% | −118−0.9% | Reduced | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 270,751 | $4.87M | 0.8% | +27,400+11.3% | Added | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 45,483 | $4.65M | 0.8% | −991−2.1% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 8,574 | $4.32M | 0.7% | +46+0.5% | Added | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 61,980 | $3.74M | 0.6% | +1,215+2.0% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,087 | $3.31M | 0.5% | −110−1.8% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 63,424 | $3.13M | 0.5% | +880+1.4% | Added | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 39,834 | $3.10M | 0.5% | −414−1.0% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 11,547 | $2.80M | 0.5% | −50−0.4% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,580 | $2.67M | 0.4% | +601+12.1% | Added | – |
| GOOGLAlphabet Inc. | Stock | 14,595 | $2.66M | 0.4% | +85+0.6% | Added | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 37,279 | $2.52M | 0.4% | −274−0.7% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,817 | $2.48M | 0.4% | −284−4.0% | Reduced | – |
| CLColgate Palmolive Co | Stock | 25,188 | $2.44M | 0.4% | −1,972−7.3% | Reduced | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 50,834 | $2.41M | 0.4% | +405+0.8% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 21,523 | $2.30M | 0.4% | −938−4.2% | Reduced | – |
| VVisa Inc. | Stock | 8,554 | $2.25M | 0.4% | −365−4.1% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 10,840 | $2.20M | 0.4% | −178−1.6% | Reduced | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,033 | $2.16M | 0.4% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 10,569 | $2.14M | 0.4% | −785−6.9% | Reduced | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 26,945 | $2.10M | 0.3% | −133−0.5% | Reduced | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 9,551 | $2.08M | 0.3% | −382−3.8% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,158 | $2.08M | 0.3% | −94−2.2% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 34,824 | $2.04M | 0.3% | −969−2.7% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,957 | $2.02M | 0.3% | −934−15.9% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 3,953 | $2.01M | 0.3% | −128−3.1% | Reduced | History |
| MAMastercard Inc | Stock | 4,292 | $1.89M | 0.3% | −299−6.5% | Reduced | History |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 22,147 | $1.80M | 0.3% | +2,555+13.0% | Added | – |
| GOOGAlphabet Inc. | Stock | 9,772 | $1.79M | 0.3% | −478−4.7% | Reduced | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 15,943 | $1.66M | 0.3% | +1,653+11.6% | Added | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 47,633 | $1.57M | 0.3% | +9,730+25.7% | Added | – |
| iShares Tr464288877 | EAFE VALUE ETF | 27,716 | $1.47M | 0.2% | +663+2.5% | Added | – |
| LLYEli Lilly & Co | Stock | 1,401 | $1.27M | 0.2% | +9+0.6% | Added | History |
| SHOPShopify Inc. | Stock | 18,755 | $1.24M | 0.2% | +58+0.3% | Added | History |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 23,676 | $1.21M | 0.2% | −26−0.1% | Reduced | – |
| AMDAdvanced Micro Devices Inc | Stock | 7,250 | $1.18M | 0.2% | −31−0.4% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 732 | $1.18M | 0.2% | +7+1.0% | Added | History |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 30,366 | $1.15M | 0.2% | +5,360+21.4% | Added | – |
| UBERUber Technologies, Inc | Stock | 15,415 | $1.12M | 0.2% | −17−0.1% | Reduced | History |
| PGProcter & Gamble Co | Stock | 6,575 | $1.08M | 0.2% | +88+1.4% | Added | History |
| iShares Tr464288323 | NEW YORK MUN ETF | 19,818 | $1.06M | 0.2% | +950+5.0% | Added | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 6,950 | $1.05M | 0.2% | −300−4.1% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 8,553 | $984.6K | 0.2% | +1,567+22.4% | Added | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 19,231 | $963.7K | 0.2% | −943−4.7% | Reduced | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 23,513 | $925.0K | 0.2% | +3,796+19.3% | Added | – |
| iShares Tr46436E759 | ESG EAFE ETF | 13,270 | $894.8K | 0.1% | +2,651+25.0% | Added | – |
| American Centy ETF Tr025072299 | AVAN RE INTL ETF | 15,941 | $885.3K | 0.1% | +2,905+22.3% | Added | – |
| HDHome Depot, Inc. | Stock | 2,557 | $880.4K | 0.1% | −20−0.8% | Reduced | History |
| MUMicron Technology Inc | Stock | 6,607 | $869.0K | 0.1% | +25+0.4% | Added | History |
| TSLATesla, Inc. | Stock | 4,388 | $868.4K | 0.1% | −202−4.4% | Reduced | History |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 20,422 | $853.8K | 0.1% | +2,994+17.2% | Added | – |
| COSTCostco Wholesale Corp | Stock | 992 | $843.2K | 0.1% | −4−0.4% | Reduced | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 7,877 | $823.5K | 0.1% | 00.0% | Unchanged | – |
| JNJJohnson & Johnson | Stock | 5,600 | $818.6K | 0.1% | −1,146−17.0% | Reduced | History |
| RBB FD Inc74933W460 | US TRSRY 6 MNTH | 16,274 | $815.0K | 0.1% | +1,822+12.6% | Added | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,188 | $793.2K | 0.1% | −187−2.5% | Reduced | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,315 | $762.5K | 0.1% | 00.0% | Unchanged | – |
| ADBEAdobe Inc. | Stock | 1,359 | $755.0K | 0.1% | −35−2.5% | Reduced | History |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 22,528 | $744.1K | 0.1% | +2,853+14.5% | Added | – |
| NOWServiceNow, Inc. | Stock | 924 | $726.9K | 0.1% | −27−2.8% | Reduced | History |
| ORCLOracle Corp | Stock | 5,059 | $714.3K | 0.1% | +44+0.9% | Added | History |
| BXBlackstone Inc. | COM | 5,236 | $648.2K | 0.1% | +5+0.1% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 30,662 | $645.7K | 0.1% | −309−1.0% | Reduced | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 22,360 | $643.5K | 0.1% | 00.0% | Unchanged | – |
| NFLXNetflix Inc | Stock | 921 | $621.3K | 0.1% | −21−2.2% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 4,804 | $594.8K | 0.1% | +71+1.5% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,208 | $585.6K | 0.1% | −66−2.0% | Reduced | – |
| UPSUnited Parcel Service Inc | Stock | 4,262 | $583.3K | 0.1% | +4,262 | New | History |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 5,390 | $581.1K | 0.1% | +5,390 | New | – |
| WMTWalmart Inc. | Stock | 8,505 | $575.9K | 0.1% | +195+2.3% | Added | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 13,509 | $575.3K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,443 | $560.8K | 0.1% | −218−8.2% | Reduced | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 7,347 | $544.3K | 0.1% | −160−2.1% | Reduced | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,575 | $541.2K | 0.1% | +263+5.0% | Added | – |
| ABBVAbbVie Inc. | Stock | 3,134 | $537.6K | 0.1% | +51+1.7% | Added | History |
| BACBank of America Corp | Stock | 13,265 | $527.5K | 0.1% | +368+2.9% | Added | History |
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 Q1 2024 (11)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| VEEVVeeva Systems Inc | Stock | 1,056 | $244.7K | <0.1% | History |
| CVSCVS Health Corp | Stock | 3,033 | $241.9K | <0.1% | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,482 | $241.4K | <0.1% | – |
| ABTAbbott Laboratories | Stock | 1,956 | $222.3K | <0.1% | History |
| Alps ETF Tr00162Q205 | EQUAL SEC ETF | 1,830 | $215.9K | <0.1% | – |
| LOWLowes Companies Inc | Stock | 839 | $213.7K | <0.1% | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 1,804 | $213.4K | <0.1% | – |
| NOVTNovanta Inc | COM | 1,221 | $213.4K | <0.1% | History |
| PLDPrologis, Inc. | REIT | 1,627 | $211.9K | <0.1% | History |
| LENLennar Corp | CL A | 1,208 | $207.8K | <0.1% | History |
| AMPAmeriprise Financial Inc | COM | 465 | $203.9K | <0.1% | History |