Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- Latest filing
- Jul 9, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Oct 18, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 191
- +15 vs. Q2 2024
- Portfolio value
- $654.5M
- +$48.0M (+7.9%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 373,133 | $105.7M | 16.1% | −1,310−0.3% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 531,727 | $41.5M | 6.3% | +10,224+2.0% | Added | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 1,230,608 | $31.7M | 4.8% | +47,637+4.0% | Added | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 1,047,298 | $27.5M | 4.2% | +61,340+6.2% | Added | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 480,576 | $24.0M | 3.7% | −18,195−3.6% | Reduced | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 370,792 | $23.8M | 3.6% | −690−0.2% | Reduced | – |
| Alpha Architect ETF Tr02072L771 | SPARKLINE INTANG | 700,279 | $21.2M | 3.2% | +12,187+1.8% | Added | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 291,062 | $21.1M | 3.2% | +7,889+2.8% | Added | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 411,400 | $19.3M | 2.9% | +40,351+10.9% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 424,880 | $17.5M | 2.7% | +11,573+2.8% | Added | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 220,005 | $17.3M | 2.6% | +2,337+1.1% | Added | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 342,877 | $16.3M | 2.5% | +29,397+9.4% | Added | – |
| AAPLApple Inc. | Stock | 64,162 | $14.9M | 2.3% | +5,116+8.7% | Added | History |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 359,706 | $14.1M | 2.2% | +11,245+3.2% | Added | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 121,935 | $12.7M | 1.9% | +2,957+2.5% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 112,204 | $12.2M | 1.9% | −510.0% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 26,175 | $11.3M | 1.7% | +2,636+11.2% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 18,346 | $10.6M | 1.6% | −152−0.8% | Reduced | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 106,527 | $10.2M | 1.6% | +3,610+3.5% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 147,533 | $10.0M | 1.5% | −22,286−13.1% | Reduced | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 180,309 | $9.57M | 1.5% | +3,303+1.9% | Added | – |
| NVDANVIDIA Corp | Stock | 75,199 | $9.13M | 1.4% | −2,013−2.6% | Reduced | History |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 298,259 | $5.53M | 0.8% | +27,508+10.2% | Added | – |
| AMGNAmgen Inc | Stock | 16,673 | $5.37M | 0.8% | −275−1.6% | Reduced | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 13,940 | $5.35M | 0.8% | +493+3.7% | Added | – |
| METAMeta Platforms, Inc. | Stock | 8,581 | $4.91M | 0.8% | +7+0.1% | Added | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 44,939 | $4.84M | 0.7% | −544−1.2% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 24,059 | $4.48M | 0.7% | −17,657−42.3% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 83,832 | $4.43M | 0.7% | +20,408+32.2% | Added | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 63,103 | $4.09M | 0.6% | +1,123+1.8% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,349 | $3.64M | 0.6% | +262+4.3% | Added | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 39,059 | $3.25M | 0.5% | −775−1.9% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 10,959 | $2.89M | 0.4% | −588−5.1% | Reduced | – |
| CLColgate Palmolive Co | Stock | 25,786 | $2.68M | 0.4% | +598+2.4% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 12,481 | $2.63M | 0.4% | +1,912+18.1% | Added | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 48,980 | $2.52M | 0.4% | −1,854−3.6% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,081 | $2.48M | 0.4% | −499−8.9% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,387 | $2.48M | 0.4% | +430+8.7% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 4,659 | $2.46M | 0.4% | +501+12.0% | Added | – |
| UNHUnitedHealth Group Inc | Stock | 4,195 | $2.45M | 0.4% | +242+6.1% | Added | History |
| VVisa Inc. | Stock | 8,894 | $2.45M | 0.4% | +340+4.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 14,424 | $2.39M | 0.4% | −171−1.2% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 10,802 | $2.39M | 0.4% | −38−0.4% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 20,275 | $2.37M | 0.4% | −1,248−5.8% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,294 | $2.36M | 0.4% | −523−7.7% | Reduced | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,033 | $2.30M | 0.4% | 00.0% | Unchanged | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 24,989 | $2.11M | 0.3% | −1,956−7.3% | Reduced | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 28,302 | $2.06M | 0.3% | −8,977−24.1% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 32,884 | $2.05M | 0.3% | −1,940−5.6% | Reduced | – |
| MAMastercard Inc | Stock | 4,086 | $2.02M | 0.3% | −206−4.8% | Reduced | History |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 53,511 | $1.91M | 0.3% | +5,878+12.3% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 8,021 | $1.90M | 0.3% | −1,530−16.0% | Reduced | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 22,885 | $1.89M | 0.3% | +738+3.3% | Added | – |
| GOOGAlphabet Inc. | Stock | 10,954 | $1.83M | 0.3% | +1,182+12.1% | Added | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 16,549 | $1.80M | 0.3% | +606+3.8% | Added | – |
| JNJJohnson & Johnson | Stock | 10,440 | $1.69M | 0.3% | +4,840+86.4% | Added | History |
| iShares Tr464288877 | EAFE VALUE ETF | 27,398 | $1.58M | 0.2% | −318−1.1% | Reduced | – |
| SHOPShopify Inc. | Stock | 17,347 | $1.39M | 0.2% | −1,408−7.5% | Reduced | History |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 33,232 | $1.39M | 0.2% | +2,866+9.4% | Added | – |
| AMDAdvanced Micro Devices Inc | Stock | 8,049 | $1.32M | 0.2% | +799+11.0% | Added | History |
| LLYEli Lilly & Co | Stock | 1,431 | $1.27M | 0.2% | +30+2.1% | Added | History |
| AVGOBroadcom Inc. | Stock | 7,241 | $1.25M | 0.2% | −79−1.1% | ReducedConverted for a 10-for-1 split | History |
| PGProcter & Gamble Co | Stock | 7,053 | $1.22M | 0.2% | +478+7.3% | Added | History |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 11,177 | $1.22M | 0.2% | +5,787+107.4% | Added | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 7,250 | $1.22M | 0.2% | +300+4.3% | Added | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 21,782 | $1.18M | 0.2% | +1,964+9.9% | Added | – |
| TSLATesla, Inc. | Stock | 4,386 | $1.15M | 0.2% | −20.0% | Reduced | History |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 26,210 | $1.12M | 0.2% | +2,697+11.5% | Added | – |
| RBB FD Inc74933W460 | US TRSRY 6 MNTH | 21,928 | $1.10M | 0.2% | +5,654+34.7% | Added | – |
| American Centy ETF Tr025072299 | AVAN RE INTL ETF | 17,443 | $1.06M | 0.2% | +1,502+9.4% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 8,975 | $1.05M | 0.2% | +422+4.9% | Added | History |
| iShares Tr46436E759 | ESG EAFE ETF | 14,529 | $1.05M | 0.2% | +1,259+9.5% | Added | – |
| BXBlackstone Inc. | COM | 6,626 | $1.01M | 0.2% | +1,390+26.5% | Added | History |
| HDHome Depot, Inc. | Stock | 2,497 | $1.01M | 0.2% | −60−2.3% | Reduced | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 19,785 | $1.01M | 0.2% | +554+2.9% | Added | – |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 21,919 | $982.4K | 0.2% | +1,497+7.3% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,489 | $889.2K | 0.1% | +1,281+39.9% | Added | – |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 24,056 | $886.2K | 0.1% | +1,528+6.8% | Added | – |
| COSTCostco Wholesale Corp | Stock | 993 | $880.3K | 0.1% | +1+0.1% | Added | History |
| ORCLOracle Corp | Stock | 5,014 | $854.4K | 0.1% | −45−0.9% | Reduced | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,188 | $843.1K | 0.1% | 00.0% | Unchanged | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,315 | $835.2K | 0.1% | 00.0% | Unchanged | – |
| ABBVAbbVie Inc. | Stock | 4,215 | $832.4K | 0.1% | +1,081+34.5% | Added | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 7,827 | $831.1K | 0.1% | −50−0.6% | Reduced | – |
| NOWServiceNow, Inc. | Stock | 847 | $757.5K | 0.1% | −77−8.3% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 2,972 | $732.5K | 0.1% | +2,026+214.2% | Added | History |
| UBERUber Technologies, Inc | Stock | 9,434 | $709.1K | 0.1% | −5,981−38.8% | Reduced | History |
| AXPAmerican Express Co | Stock | 2,589 | $702.1K | 0.1% | +1,307+102.0% | Added | History |
| ADBEAdobe Inc. | Stock | 1,342 | $694.9K | 0.1% | −17−1.3% | Reduced | History |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 22,360 | $688.7K | 0.1% | 00.0% | Unchanged | – |
| MUMicron Technology Inc | Stock | 6,607 | $685.2K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,779 | $676.5K | 0.1% | +336+13.8% | Added | – |
| WMTWalmart Inc. | Stock | 8,364 | $675.4K | 0.1% | −141−1.7% | Reduced | History |
| BACBank of America Corp | Stock | 15,944 | $632.7K | 0.1% | +2,679+20.2% | Added | History |
| CVXChevron Corp | Stock | 4,239 | $624.3K | 0.1% | +976+29.9% | Added | History |
| NFLXNetflix Inc | Stock | 879 | $623.4K | 0.1% | −42−4.6% | Reduced | History |
| HONHoneywell International Inc | COM | 3,015 | $623.2K | 0.1% | +1,574+109.2% | Added | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 13,509 | $619.5K | 0.1% | 00.0% | Unchanged | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,083 | $616.0K | 0.1% | +508+9.1% | Added | – |
| KOCoca Cola Co | Stock | 8,502 | $610.9K | 0.1% | +331+4.1% | Added | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q2 2024 (9)
Positions held at the end of Q2 2024 that are gone from this filing.
| Security | Class | Shares in Q2 2024 | Value in Q2 2024 | % of portfolio in Q2 2024 | History |
|---|---|---|---|---|---|
| GBCIGlacier Bancorp, Inc. | COM | 9,915 | $370.0K | 0.1% | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,856 | $363.2K | 0.1% | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 12,273 | $362.9K | 0.1% | – |
| INTCIntel Corp | Stock | 8,574 | $265.5K | <0.1% | History |
| AMATApplied Materials Inc | Stock | 994 | $234.6K | <0.1% | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,471 | $225.3K | <0.1% | – |
| BABoeing Co | Stock | 1,177 | $214.3K | <0.1% | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 936 | $211.8K | <0.1% | – |
| PYPLPayPal Holdings, Inc. | Stock | 2,867 | $166.4K | <0.1% | History |