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 |
|---|---|---|---|---|---|---|---|
| PYPLPayPal Holdings, Inc. | Stock | 2,867 | $166.4K | <0.1% | −95−3.2% | Reduced | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,315 | $204.0K | <0.1% | −101−4.2% | Reduced | – |
| PMPhilip Morris International Inc. | Stock | 2,027 | $205.4K | <0.1% | +2,027 | New | History |
| ZTSZoetis Inc. | Stock | 1,199 | $207.9K | <0.1% | −85−6.6% | Reduced | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 936 | $211.8K | <0.1% | −108−10.3% | Reduced | – |
| RBB FD Inc74933W510 | US TREAS 5 YR NT | 4,403 | $212.1K | <0.1% | 00.0% | Unchanged | – |
| UNPUnion Pacific Corp | Stock | 946 | $214.1K | <0.1% | −56−5.6% | Reduced | History |
| BABoeing Co | Stock | 1,177 | $214.3K | <0.1% | −2−0.2% | Reduced | History |
| ACNAccenture plc | Stock | 707 | $214.5K | <0.1% | −56−7.3% | Reduced | History |
| TJXTJX Companies Inc | Stock | 1,968 | $216.7K | <0.1% | +1,968 | New | History |
| TAT&T Inc. | Stock | 11,421 | $218.3K | <0.1% | −212−1.8% | Reduced | History |
| TSCOTractor Supply Co | COM | 811 | $219.0K | <0.1% | −24−2.9% | Reduced | History |
| ZBRAZebra Technologies Corp | CL A | 709 | $219.0K | <0.1% | +6+0.9% | Added | History |
| ROKRockwell Automation, Inc | Stock | 796 | $219.1K | <0.1% | −2−0.3% | Reduced | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 564 | $220.7K | <0.1% | −25−4.2% | Reduced | History |
| KVUEKenvue Inc. | Stock | 12,280 | $223.3K | <0.1% | −1,385−10.1% | Reduced | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,471 | $225.3K | <0.1% | −141−5.4% | Reduced | – |
| EMREmerson Electric Co | Stock | 2,045 | $225.3K | <0.1% | +2+0.1% | Added | History |
| INTUIntuit Inc. | Stock | 344 | $226.1K | <0.1% | −39−10.2% | Reduced | History |
| CATCaterpillar Inc | Stock | 680 | $226.6K | <0.1% | +2+0.3% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 3,310 | $227.1K | <0.1% | −195−5.6% | Reduced | History |
| AMATApplied Materials Inc | Stock | 994 | $234.6K | <0.1% | −15−1.5% | Reduced | History |
| APHAmphenol Corp | CL A | 3,548 | $239.0K | <0.1% | −54−1.5% | ReducedConverted for a 2-for-1 split | History |
| WFCWells Fargo & Company | Stock | 4,089 | $242.8K | <0.1% | +143+3.6% | Added | History |
| DXCMDexcom Inc | COM | 2,145 | $243.2K | <0.1% | −70−3.2% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 443 | $244.7K | <0.1% | +10+2.3% | Added | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,134 | $246.9K | <0.1% | −873−21.8% | Reduced | – |
| RTXRTX Corp | Stock | 2,461 | $247.1K | <0.1% | −45−1.8% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 1,092 | $249.3K | <0.1% | +25+2.3% | Added | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,152 | $255.2K | <0.1% | −97−4.3% | Reduced | – |
| GDGeneral Dynamics Corp | Stock | 880 | $255.3K | <0.1% | +2+0.2% | Added | History |
| ETNEaton Corp plc | Stock | 817 | $256.2K | <0.1% | +2+0.2% | Added | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 5,322 | $259.0K | <0.1% | −317−5.6% | Reduced | – |
| RJFRaymond James Financial Inc | COM | 2,098 | $259.3K | <0.1% | −9−0.4% | Reduced | History |
| INTCIntel Corp | Stock | 8,574 | $265.5K | <0.1% | −377−4.2% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 5,669 | $269.3K | <0.1% | −213−3.6% | Reduced | History |
| RBB FD Inc74933W494 | US TREAS 3 YR NT | 5,593 | $272.9K | <0.1% | 00.0% | Unchanged | – |
| RBB FD Inc74933W486 | US TREASY 2 YR | 5,701 | $273.3K | <0.1% | 00.0% | Unchanged | – |
| VZVerizon Communications Inc | Stock | 6,807 | $280.7K | <0.1% | −10.0% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 1,643 | $284.1K | <0.1% | −6−0.4% | Reduced | History |
| GEGeneral Electric Co | Stock | 1,791 | $284.7K | <0.1% | +111+6.6% | Added | History |
| iShares Tr464287622 | RUS 1000 ETF | 967 | $287.7K | <0.1% | −10−1.0% | Reduced | – |
| EDConsolidated Edison Inc | Stock | 3,296 | $294.7K | <0.1% | +5+0.2% | Added | History |
| iShares Tr464287721 | U.S. TECH ETF | 1,972 | $296.8K | <0.1% | 00.0% | Unchanged | – |
| AXPAmerican Express Co | Stock | 1,282 | $296.8K | <0.1% | −22−1.7% | Reduced | History |
| LINLinde PLC | Stock | 686 | $301.0K | <0.1% | −7−1.0% | Reduced | History |
| HONHoneywell International Inc | COM | 1,441 | $307.7K | 0.1% | +6+0.4% | Added | History |
| NEENextera Energy Inc | Stock | 4,370 | $309.4K | 0.1% | −61−1.4% | Reduced | History |
| DUKDuke Energy CORP | Stock | 3,150 | $315.7K | 0.1% | −114−3.5% | Reduced | History |
| CMGChipotle Mexican Grill Inc | COM | 5,148 | $322.5K | 0.1% | 00.0% | UnchangedConverted for a 50-for-1 split | History |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 2,534 | $323.1K | 0.1% | −451−15.1% | Reduced | – |
| GSGoldman Sachs Group Inc | Stock | 717 | $324.3K | 0.1% | +2+0.3% | Added | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,106 | $341.4K | 0.1% | 00.0% | Unchanged | – |
| PEPPepsiCo Inc | Stock | 2,095 | $345.6K | 0.1% | +68+3.4% | Added | History |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 11,782 | $360.9K | 0.1% | −405−3.3% | Reduced | – |
| CMCSAComcast Corp | Stock | 9,217 | $360.9K | 0.1% | −290−3.1% | Reduced | History |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 12,273 | $362.9K | 0.1% | −189−1.5% | Reduced | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,856 | $363.2K | 0.1% | 00.0% | Unchanged | – |
| GBCIGlacier Bancorp, Inc. | COM | 9,915 | $370.0K | 0.1% | +9,915 | New | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 798 | $373.9K | 0.1% | −2−0.3% | Reduced | History |
| WMWaste Management Inc | Stock | 1,857 | $396.2K | 0.1% | −3−0.2% | Reduced | History |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 7,642 | $406.9K | 0.1% | +7,642 | New | History |
| PFEPfizer Inc | Stock | 15,218 | $425.8K | 0.1% | −2,727−15.2% | Reduced | History |
| CSXCSX Corp | Stock | 12,780 | $427.5K | 0.1% | −80−0.6% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 21,472 | $439.1K | 0.1% | 00.0% | Unchanged | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 7,240 | $455.2K | 0.1% | −10.0% | Reduced | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 2,126 | $456.1K | 0.1% | 00.0% | Unchanged | – |
| CRMSalesforce, Inc. | Stock | 1,810 | $465.4K | 0.1% | −88−4.6% | Reduced | History |
| QCOMQualcomm Inc | Stock | 2,352 | $468.5K | 0.1% | +47+2.0% | Added | History |
| MCDMcDonalds Corp | Stock | 1,859 | $473.8K | 0.1% | −40−2.1% | Reduced | History |
| DISWalt Disney Co | Stock | 4,943 | $490.8K | 0.1% | −12−0.2% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 1,131 | $503.1K | 0.1% | −21−1.8% | Reduced | History |
| CVXChevron Corp | Stock | 3,263 | $510.4K | 0.1% | +59+1.8% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 1,983 | $511.7K | 0.1% | −54−2.7% | Reduced | History |
| ABNBAirbnb, Inc. | Stock | 3,398 | $515.2K | 0.1% | +274+8.8% | Added | History |
| KOCoca Cola Co | Stock | 8,171 | $520.1K | 0.1% | +466+6.0% | Added | History |
| BACBank of America Corp | Stock | 13,265 | $527.5K | 0.1% | +368+2.9% | Added | History |
| ABBVAbbVie Inc. | Stock | 3,134 | $537.6K | 0.1% | +51+1.7% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,575 | $541.2K | 0.1% | +263+5.0% | Added | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 7,347 | $544.3K | 0.1% | −160−2.1% | Reduced | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,443 | $560.8K | 0.1% | −218−8.2% | Reduced | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 13,509 | $575.3K | 0.1% | 00.0% | Unchanged | – |
| WMTWalmart Inc. | Stock | 8,505 | $575.9K | 0.1% | +195+2.3% | Added | History |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 5,390 | $581.1K | 0.1% | +5,390 | New | – |
| UPSUnited Parcel Service Inc | Stock | 4,262 | $583.3K | 0.1% | +4,262 | New | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,208 | $585.6K | 0.1% | −66−2.0% | Reduced | – |
| MRKMerck & Co., Inc. | Stock | 4,804 | $594.8K | 0.1% | +71+1.5% | Added | History |
| NFLXNetflix Inc | Stock | 921 | $621.3K | 0.1% | −21−2.2% | Reduced | History |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 22,360 | $643.5K | 0.1% | 00.0% | Unchanged | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 30,662 | $645.7K | 0.1% | −309−1.0% | Reduced | – |
| BXBlackstone Inc. | COM | 5,236 | $648.2K | 0.1% | +5+0.1% | Added | History |
| ORCLOracle Corp | Stock | 5,059 | $714.3K | 0.1% | +44+0.9% | Added | History |
| NOWServiceNow, Inc. | Stock | 924 | $726.9K | 0.1% | −27−2.8% | Reduced | History |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 22,528 | $744.1K | 0.1% | +2,853+14.5% | Added | – |
| ADBEAdobe Inc. | Stock | 1,359 | $755.0K | 0.1% | −35−2.5% | Reduced | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,315 | $762.5K | 0.1% | 00.0% | Unchanged | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,188 | $793.2K | 0.1% | −187−2.5% | Reduced | – |
| RBB FD Inc74933W460 | US TRSRY 6 MNTH | 16,274 | $815.0K | 0.1% | +1,822+12.6% | Added | – |
| JNJJohnson & Johnson | Stock | 5,600 | $818.6K | 0.1% | −1,146−17.0% | Reduced | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 7,877 | $823.5K | 0.1% | 00.0% | Unchanged | – |
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 |