Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- Latest filing
- Jul 9, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Mar 19, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 219
- +28 vs. Q3 2024
- Portfolio value
- $672.6M
- +$18.1M (+2.8%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 373,844 | $108.3M | 16.1% | +711+0.2% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 551,668 | $38.8M | 5.8% | +19,941+3.8% | Added | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 1,254,005 | $30.1M | 4.5% | +23,397+1.9% | Added | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 1,097,107 | $28.1M | 4.2% | +49,809+4.8% | Added | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 502,135 | $25.0M | 3.7% | +21,559+4.5% | Added | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 370,444 | $23.8M | 3.5% | −348−0.1% | Reduced | – |
| Alpha Architect ETF Tr02072L771 | SPARKLINE INTANG | 710,454 | $22.1M | 3.3% | +10,175+1.5% | Added | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 301,085 | $20.6M | 3.1% | +10,023+3.4% | Added | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 414,862 | $18.9M | 2.8% | +3,462+0.8% | Added | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 218,498 | $17.0M | 2.5% | −1,507−0.7% | Reduced | – |
| AAPLApple Inc. | Stock | 66,857 | $16.7M | 2.5% | +2,695+4.2% | Added | History |
| Schwab US Aggregate Bond ETF808524839 | ETF | 735,257 | $16.7M | 2.5% | +49,503+7.2% | AddedConverted for a 2-for-1 split | – |
| Schwab International Equity ETF808524805 | ETF | 822,596 | $15.2M | 2.3% | −27,164−3.2% | ReducedConverted for a 2-for-1 split | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 481,364 | $13.4M | 2.0% | −6,376−1.3% | ReducedConverted for a 4-for-1 split | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 124,193 | $13.2M | 2.0% | +11,989+10.7% | Added | – |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 373,261 | $12.8M | 1.9% | +13,555+3.8% | Added | – |
| MSFTMicrosoft Corp | Stock | 27,684 | $11.7M | 1.7% | +1,509+5.8% | Added | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 465,220 | $10.8M | 1.6% | +22,621+5.1% | AddedConverted for a 3-for-1 split | – |
| iShares Core S&P 500 ETF464287200 | ETF | 18,054 | $10.6M | 1.6% | −292−1.6% | Reduced | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 109,774 | $10.6M | 1.6% | +3,247+3.0% | Added | – |
| NVDANVIDIA Corp | Stock | 75,170 | $10.1M | 1.5% | −290.0% | Reduced | History |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 191,107 | $9.92M | 1.5% | +10,798+6.0% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 123,485 | $5.91M | 0.9% | +39,653+47.3% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 13,876 | $5.70M | 0.8% | −64−0.5% | Reduced | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 314,063 | $5.68M | 0.8% | +15,804+5.3% | Added | – |
| METAMeta Platforms, Inc. | Stock | 9,456 | $5.54M | 0.8% | +875+10.2% | Added | History |
| AMZNAmazon Com Inc | Stock | 25,045 | $5.49M | 0.8% | +986+4.1% | Added | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 50,417 | $4.88M | 0.7% | +5,478+12.2% | Added | – |
| AMGNAmgen Inc | Stock | 16,323 | $4.25M | 0.6% | −350−2.1% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,034 | $4.12M | 0.6% | +685+10.8% | Added | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 65,245 | $3.84M | 0.6% | +2,142+3.4% | Added | – |
| VVisa Inc. | Stock | 11,811 | $3.73M | 0.6% | +2,917+32.8% | Added | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 115,000 | $3.19M | 0.5% | −2,177−1.9% | ReducedConverted for a 3-for-1 split | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 11,018 | $2.91M | 0.4% | +59+0.5% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,411 | $2.91M | 0.4% | +1,024+19.0% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 11,997 | $2.88M | 0.4% | −484−3.9% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 14,930 | $2.83M | 0.4% | +506+3.5% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 12,233 | $2.70M | 0.4% | +1,431+13.2% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,257 | $2.69M | 0.4% | +176+3.5% | Added | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,447 | $2.59M | 0.4% | +153+2.4% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 100,044 | $2.59M | 0.4% | +2,084+2.1% | AddedConverted for a 2-for-1 split | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,653 | $2.51M | 0.4% | −6−0.1% | Reduced | – |
| CLColgate Palmolive Co | Stock | 25,678 | $2.33M | 0.3% | −108−0.4% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 20,116 | $2.32M | 0.3% | −159−0.8% | Reduced | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,023 | $2.29M | 0.3% | −10−0.2% | Reduced | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 8,941 | $2.15M | 0.3% | +920+11.5% | Added | – |
| TSLATesla, Inc. | Stock | 5,317 | $2.15M | 0.3% | +931+21.2% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 76,685 | $2.10M | 0.3% | +1,718+2.3% | AddedConverted for a 3-for-1 split | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 32,853 | $2.05M | 0.3% | −31−0.1% | Reduced | – |
| UNHUnitedHealth Group Inc | Stock | 4,019 | $2.03M | 0.3% | −176−4.2% | Reduced | History |
| iShares Tr464288877 | EAFE VALUE ETF | 38,725 | $2.03M | 0.3% | +11,327+41.3% | Added | – |
| GOOGAlphabet Inc. | Stock | 10,578 | $2.01M | 0.3% | −376−3.4% | Reduced | History |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 60,338 | $1.98M | 0.3% | +6,827+12.8% | Added | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 22,665 | $1.95M | 0.3% | −220−1.0% | Reduced | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 29,083 | $1.92M | 0.3% | +781+2.8% | Added | – |
| AVGOBroadcom Inc. | Stock | 7,997 | $1.85M | 0.3% | +756+10.4% | Added | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 16,668 | $1.84M | 0.3% | +119+0.7% | Added | – |
| MAMastercard Inc | Stock | 3,443 | $1.81M | 0.3% | −643−15.7% | Reduced | History |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 36,241 | $1.43M | 0.2% | +3,009+9.1% | Added | – |
| COMPCompass, Inc. | CL A | 228,754 | $1.34M | 0.2% | +228,754 | New | History |
| ABBVAbbVie Inc. | Stock | 7,279 | $1.29M | 0.2% | +3,064+72.7% | Added | History |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 11,137 | $1.23M | 0.2% | −40−0.4% | Reduced | – |
| JNJJohnson & Johnson | Stock | 8,476 | $1.23M | 0.2% | −1,964−18.8% | Reduced | History |
| iShares Tr464288323 | NEW YORK MUN ETF | 22,891 | $1.22M | 0.2% | +1,109+5.1% | Added | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 7,250 | $1.17M | 0.2% | 00.0% | Unchanged | – |
| BXBlackstone Inc. | COM | 6,626 | $1.14M | 0.2% | 00.0% | Unchanged | History |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 27,270 | $1.14M | 0.2% | +1,060+4.0% | Added | – |
| LLYEli Lilly & Co | Stock | 1,471 | $1.14M | 0.2% | +40+2.8% | Added | History |
| American Centy ETF Tr025072299 | AVAN RE INTL ETF | 19,573 | $1.09M | 0.2% | +2,130+12.2% | Added | – |
| RBB FD Inc74933W460 | US TRSRY 6 MNTH | 21,687 | $1.09M | 0.2% | −241−1.1% | Reduced | – |
| iShares Tr46436E759 | ESG EAFE ETF | 16,170 | $1.04M | 0.2% | +1,641+11.3% | Added | – |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 22,033 | $1.04M | 0.2% | +114+0.5% | Added | – |
| PGProcter & Gamble Co | Stock | 6,170 | $1.03M | 0.2% | −883−12.5% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 1,123 | $1.03M | 0.2% | +130+13.1% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 8,283 | $1.00M | 0.1% | +234+2.9% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,066 | $992.1K | 0.1% | +577+12.9% | Added | – |
| UBERUber Technologies, Inc | Stock | 15,563 | $938.8K | 0.1% | +6,129+65.0% | Added | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,370 | $934.1K | 0.1% | +182+2.5% | Added | – |
| HDHome Depot, Inc. | Stock | 2,346 | $912.5K | 0.1% | −151−6.0% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 8,478 | $912.0K | 0.1% | −497−5.5% | Reduced | History |
| NFLXNetflix Inc | Stock | 1,023 | $911.8K | 0.1% | +144+16.4% | Added | History |
| ORCLOracle Corp | Stock | 5,418 | $902.9K | 0.1% | +404+8.1% | Added | History |
| NOWServiceNow, Inc. | Stock | 849 | $900.0K | 0.1% | +2+0.2% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 9,127 | $884.4K | 0.1% | +3,044+50.0% | Added | – |
| SHOPShopify Inc. | Stock | 8,209 | $872.9K | 0.1% | −9,138−52.7% | Reduced | History |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 24,282 | $845.3K | 0.1% | +226+0.9% | Added | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,439 | $832.8K | 0.1% | +124+2.0% | Added | – |
| WMTWalmart Inc. | Stock | 8,849 | $799.5K | 0.1% | +485+5.8% | Added | History |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 30,360 | $718.9K | 0.1% | +30,360 | New | – |
| APHAmphenol Corp | CL A | 10,094 | $701.0K | 0.1% | +4,721+87.9% | Added | History |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 22,360 | $688.2K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,696 | $684.0K | 0.1% | −83−3.0% | Reduced | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 13,621 | $682.8K | 0.1% | −6,164−31.2% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 7,599 | $676.9K | 0.1% | +5,532+267.6% | Added | – |
| iShares MSCI Eafe ETF464287465 | ETF | 8,322 | $629.2K | 0.1% | +8,322 | New | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 14,129 | $622.2K | 0.1% | +14,129 | New | – |
| CRMSalesforce, Inc. | Stock | 1,827 | $610.8K | 0.1% | +205+12.6% | Added | History |
| BACBank of America Corp | Stock | 13,892 | $610.5K | 0.1% | −2,052−12.9% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 1,144 | $597.1K | 0.1% | +14+1.2% | Added | History |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 10,805 | $590.9K | 0.1% | −181−1.6% | Reduced | – |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| American Centy ETF Tr025072877 | US SML CP VALU | $10.4M | – |
| MRKMerck & Co., Inc. | Stock | $441.7K | – |
Sold out since Q3 2024 (10)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 22,165 | $468.1K | 0.1% | – |
| WMWaste Management Inc | Stock | 1,842 | $382.4K | 0.1% | History |
| MMM3M Co | Stock | 2,223 | $303.9K | <0.1% | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,065 | $258.0K | <0.1% | – |
| ZTSZoetis Inc. | Stock | 1,233 | $240.9K | <0.1% | History |
| LENLennar Corp | CL A | 1,212 | $227.2K | <0.1% | History |
| RBB FD Inc74933W510 | US TREAS 5 YR NT | 4,403 | $218.9K | <0.1% | – |
| NOVTNovanta Inc | COM | 1,221 | $218.5K | <0.1% | History |
| TSCOTractor Supply Co | COM | 742 | $215.9K | <0.1% | History |
| TXNTexas Instruments Inc | Stock | 1,015 | $209.7K | <0.1% | History |