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 |
|---|---|---|---|---|---|---|---|
| COSTCostco Wholesale Corp | Stock | 992 | $843.2K | 0.1% | −4−0.4% | Reduced | History |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 20,422 | $853.8K | 0.1% | +2,994+17.2% | Added | – |
| TSLATesla, Inc. | Stock | 4,388 | $868.4K | 0.1% | −202−4.4% | Reduced | History |
| MUMicron Technology Inc | Stock | 6,607 | $869.0K | 0.1% | +25+0.4% | Added | History |
| HDHome Depot, Inc. | Stock | 2,557 | $880.4K | 0.1% | −20−0.8% | Reduced | History |
| American Centy ETF Tr025072299 | AVAN RE INTL ETF | 15,941 | $885.3K | 0.1% | +2,905+22.3% | Added | – |
| iShares Tr46436E759 | ESG EAFE ETF | 13,270 | $894.8K | 0.1% | +2,651+25.0% | Added | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 23,513 | $925.0K | 0.2% | +3,796+19.3% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 19,231 | $963.7K | 0.2% | −943−4.7% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 8,553 | $984.6K | 0.2% | +1,567+22.4% | Added | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 6,950 | $1.05M | 0.2% | −300−4.1% | Reduced | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 19,818 | $1.06M | 0.2% | +950+5.0% | Added | – |
| PGProcter & Gamble Co | Stock | 6,575 | $1.08M | 0.2% | +88+1.4% | Added | History |
| UBERUber Technologies, Inc | Stock | 15,415 | $1.12M | 0.2% | −17−0.1% | Reduced | History |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 30,366 | $1.15M | 0.2% | +5,360+21.4% | Added | – |
| AVGOBroadcom Inc. | Stock | 732 | $1.18M | 0.2% | +7+1.0% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 7,250 | $1.18M | 0.2% | −31−0.4% | Reduced | History |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 23,676 | $1.21M | 0.2% | −26−0.1% | Reduced | – |
| SHOPShopify Inc. | Stock | 18,755 | $1.24M | 0.2% | +58+0.3% | Added | History |
| LLYEli Lilly & Co | Stock | 1,401 | $1.27M | 0.2% | +9+0.6% | Added | History |
| iShares Tr464288877 | EAFE VALUE ETF | 27,716 | $1.47M | 0.2% | +663+2.5% | Added | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 47,633 | $1.57M | 0.3% | +9,730+25.7% | Added | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 15,943 | $1.66M | 0.3% | +1,653+11.6% | Added | – |
| GOOGAlphabet Inc. | Stock | 9,772 | $1.79M | 0.3% | −478−4.7% | Reduced | History |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 22,147 | $1.80M | 0.3% | +2,555+13.0% | Added | – |
| MAMastercard Inc | Stock | 4,292 | $1.89M | 0.3% | −299−6.5% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 3,953 | $2.01M | 0.3% | −128−3.1% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 4,957 | $2.02M | 0.3% | −934−15.9% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 34,824 | $2.04M | 0.3% | −969−2.7% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,158 | $2.08M | 0.3% | −94−2.2% | Reduced | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 9,551 | $2.08M | 0.3% | −382−3.8% | Reduced | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 26,945 | $2.10M | 0.3% | −133−0.5% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 10,569 | $2.14M | 0.4% | −785−6.9% | Reduced | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,033 | $2.16M | 0.4% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 10,840 | $2.20M | 0.4% | −178−1.6% | Reduced | – |
| VVisa Inc. | Stock | 8,554 | $2.25M | 0.4% | −365−4.1% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 21,523 | $2.30M | 0.4% | −938−4.2% | Reduced | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 50,834 | $2.41M | 0.4% | +405+0.8% | Added | – |
| CLColgate Palmolive Co | Stock | 25,188 | $2.44M | 0.4% | −1,972−7.3% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,817 | $2.48M | 0.4% | −284−4.0% | Reduced | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 37,279 | $2.52M | 0.4% | −274−0.7% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 14,595 | $2.66M | 0.4% | +85+0.6% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,580 | $2.67M | 0.4% | +601+12.1% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 11,547 | $2.80M | 0.5% | −50−0.4% | Reduced | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 39,834 | $3.10M | 0.5% | −414−1.0% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 63,424 | $3.13M | 0.5% | +880+1.4% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,087 | $3.31M | 0.5% | −110−1.8% | Reduced | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 61,980 | $3.74M | 0.6% | +1,215+2.0% | Added | – |
| METAMeta Platforms, Inc. | Stock | 8,574 | $4.32M | 0.7% | +46+0.5% | Added | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 45,483 | $4.65M | 0.8% | −991−2.1% | Reduced | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 270,751 | $4.87M | 0.8% | +27,400+11.3% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 13,447 | $5.03M | 0.8% | −118−0.9% | Reduced | – |
| AMGNAmgen Inc | Stock | 16,948 | $5.30M | 0.9% | −411−2.4% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 41,716 | $8.06M | 1.3% | +100+0.2% | Added | History |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 177,006 | $9.14M | 1.5% | +6,795+4.0% | Added | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 102,917 | $9.23M | 1.5% | +6,497+6.7% | Added | – |
| NVDANVIDIA Corp | Stock | 77,212 | $9.54M | 1.6% | 00.0% | UnchangedConverted for a 10-for-1 split | History |
| iShares Core S&P 500 ETF464287200 | ETF | 18,498 | $10.1M | 1.7% | −295−1.6% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 23,539 | $10.5M | 1.7% | −49−0.2% | Reduced | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 169,819 | $10.9M | 1.8% | −6,182−3.5% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 112,255 | $12.0M | 2.0% | −2,728−2.4% | Reduced | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 118,978 | $12.0M | 2.0% | −340.0% | Reduced | – |
| AAPLApple Inc. | Stock | 59,046 | $12.4M | 2.1% | −2,039−3.3% | Reduced | History |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 348,461 | $12.9M | 2.1% | +29,740+9.3% | Added | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 313,480 | $14.3M | 2.4% | +31,951+11.3% | Added | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 217,668 | $15.8M | 2.6% | −632−0.3% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 413,307 | $15.9M | 2.6% | +41,827+11.3% | Added | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 371,049 | $17.0M | 2.8% | +19,024+5.4% | Added | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 283,173 | $19.3M | 3.2% | +13,218+4.9% | Added | – |
| Alpha Architect ETF Tr02072L771 | SPARKLINE INTANG | 688,092 | $19.6M | 3.2% | +26,544+4.0% | Added | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 371,482 | $21.6M | 3.6% | +8,927+2.5% | Added | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 498,771 | $24.9M | 4.1% | +51,653+11.6% | Added | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 985,958 | $25.1M | 4.1% | +58,228+6.3% | Added | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 1,182,971 | $29.5M | 4.9% | +52,209+4.6% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 521,503 | $37.9M | 6.2% | +18,663+3.7% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 374,443 | $100.2M | 16.5% | +10,224+2.8% | Added | – |
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 |