Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- Latest filing
- Jul 9, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 28, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 226
- +1 vs. Q1 2025
- Portfolio value
- $765.7M
- +$74.3M (+10.7%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 392,681 | $119.3M | 15.6% | +19,795+5.3% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 580,816 | $48.5M | 6.3% | −11,371−1.9% | Reduced | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 1,352,846 | $37.7M | 4.9% | −20,321−1.5% | Reduced | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 1,184,208 | $29.3M | 3.8% | −43,791−3.6% | Reduced | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 406,828 | $26.4M | 3.5% | +30,630+8.1% | Added | – |
| Alpha Architect ETF Tr02072L771 | SPARKLINE INTANG | 776,052 | $25.1M | 3.3% | +53,840+7.5% | Added | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 486,487 | $24.3M | 3.2% | +1750.0% | Added | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 366,072 | $23.8M | 3.1% | +36,327+11.0% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 945,290 | $20.9M | 2.7% | +41,961+4.6% | Added | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 412,345 | $18.4M | 2.4% | −11,674−2.8% | Reduced | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 213,427 | $17.5M | 2.3% | −6,171−2.8% | Reduced | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 406,639 | $17.2M | 2.2% | +373,894+1,141.8% | Added | – |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 425,956 | $16.9M | 2.2% | +14,268+3.5% | Added | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 724,791 | $16.8M | 2.2% | −18,135−2.4% | Reduced | – |
| AAPLApple Inc. | Stock | 68,081 | $14.0M | 1.8% | −4,415−6.1% | Reduced | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 133,315 | $13.9M | 1.8% | +5,025+3.9% | Added | – |
| MSFTMicrosoft Corp | Stock | 27,385 | $13.6M | 1.8% | −532−1.9% | Reduced | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 450,756 | $13.2M | 1.7% | −38,817−7.9% | Reduced | – |
| NVDANVIDIA Corp | Stock | 75,405 | $11.9M | 1.6% | −4,141−5.2% | Reduced | History |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 230,612 | $11.6M | 1.5% | +39,056+20.4% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 18,415 | $11.4M | 1.5% | +517+2.9% | Added | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 122,252 | $11.1M | 1.5% | +2,747+2.3% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 430,465 | $10.5M | 1.4% | −40,815−8.7% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 129,086 | $7.36M | 1.0% | −161−0.1% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 15,347 | $6.73M | 0.9% | +1,528+11.1% | Added | – |
| METAMeta Platforms, Inc. | Stock | 7,997 | $5.90M | 0.8% | −980−10.9% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 26,810 | $5.88M | 0.8% | −1,397−5.0% | Reduced | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 52,017 | $5.83M | 0.8% | +1,793+3.6% | Added | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 305,488 | $5.64M | 0.7% | −8,079−2.6% | Reduced | – |
| TSLATesla, Inc. | Stock | 17,407 | $5.53M | 0.7% | +737+4.4% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,723 | $4.77M | 0.6% | +693+9.9% | Added | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 63,670 | $4.40M | 0.6% | −2,418−3.7% | Reduced | – |
| VVisa Inc. | Stock | 12,170 | $4.32M | 0.6% | −20.0% | Reduced | History |
| AMGNAmgen Inc | Stock | 15,127 | $4.22M | 0.6% | −370−2.4% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 14,042 | $4.07M | 0.5% | +145+1.0% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 7,046 | $4.00M | 0.5% | −1,249−15.1% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,541 | $3.18M | 0.4% | −11−0.2% | Reduced | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 10,988 | $3.07M | 0.4% | +213+2.0% | Added | – |
| GOOGLAlphabet Inc. | Stock | 17,350 | $3.06M | 0.4% | +687+4.1% | Added | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 108,164 | $3.03M | 0.4% | −2,653−2.4% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,696 | $2.84M | 0.4% | −1,046−13.5% | Reduced | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 64,864 | $2.56M | 0.3% | −1,027−1.6% | Reduced | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 96,010 | $2.54M | 0.3% | +19,353+25.2% | Added | – |
| AVGOBroadcom Inc. | Stock | 9,140 | $2.52M | 0.3% | +56+0.6% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,520 | $2.49M | 0.3% | −534−10.6% | Reduced | – |
| iShares Tr464288877 | EAFE VALUE ETF | 37,896 | $2.41M | 0.3% | −887−2.3% | Reduced | – |
| iShares Russell 2000 ETF464287655 | ETF | 10,522 | $2.27M | 0.3% | −1,551−12.8% | Reduced | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 88,818 | $2.25M | 0.3% | −9,659−9.8% | Reduced | – |
| CLColgate Palmolive Co | Stock | 24,631 | $2.24M | 0.3% | −337−1.3% | Reduced | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 28,936 | $2.24M | 0.3% | −227−0.8% | Reduced | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 23,753 | $2.23M | 0.3% | −328−1.4% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 19,922 | $2.18M | 0.3% | −62−0.3% | Reduced | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,777 | $2.14M | 0.3% | −241−6.0% | Reduced | History |
| EQIXEquinix Inc | COM | 2,650 | $2.11M | 0.3% | +3+0.1% | Added | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 17,896 | $2.08M | 0.3% | +583+3.4% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 8,598 | $2.04M | 0.3% | −426−4.7% | Reduced | – |
| MAMastercard Inc | Stock | 3,607 | $2.03M | 0.3% | +4+0.1% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 32,493 | $2.02M | 0.3% | −52−0.2% | Reduced | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 43,879 | $1.84M | 0.2% | +186+0.4% | Added | – |
| GOOGAlphabet Inc. | Stock | 10,201 | $1.81M | 0.2% | −552−5.1% | Reduced | History |
| iShares Tr464288323 | NEW YORK MUN ETF | 28,716 | $1.50M | 0.2% | +3,913+15.8% | Added | – |
| NFLXNetflix Inc | Stock | 1,087 | $1.46M | 0.2% | +16+1.5% | Added | History |
| American Centy ETF Tr025072299 | AVAN RE INTL ETF | 21,461 | $1.45M | 0.2% | −407−1.9% | Reduced | – |
| COMPCompass, Inc. | CL A | 228,823 | $1.44M | 0.2% | +690.0% | Added | History |
| ABBVAbbVie Inc. | Stock | 7,405 | $1.37M | 0.2% | −143−1.9% | Reduced | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 8,051 | $1.32M | 0.2% | +801+11.0% | Added | – |
| iShares Tr46436E759 | ESG EAFE ETF | 17,329 | $1.29M | 0.2% | −120−0.7% | Reduced | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 30,786 | $1.25M | 0.2% | +362+1.2% | Added | – |
| ORCLOracle Corp | Stock | 5,701 | $1.25M | 0.2% | +22+0.4% | Added | History |
| COSTCostco Wholesale Corp | Stock | 1,220 | $1.21M | 0.2% | −50−3.9% | Reduced | History |
| APHAmphenol Corp | CL A | 12,117 | $1.20M | 0.2% | +2,799+30.0% | Added | History |
| LLYEli Lilly & Co | Stock | 1,530 | $1.19M | 0.2% | −84−5.2% | Reduced | History |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 24,482 | $1.19M | 0.2% | +747+3.1% | Added | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 40,183 | $1.18M | 0.2% | +17,823+79.7% | Added | – |
| UBERUber Technologies, Inc | Stock | 12,533 | $1.17M | 0.2% | −1,858−12.9% | Reduced | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 23,640 | $1.16M | 0.2% | −8,029−25.4% | Reduced | – |
| ISRGIntuitive Surgical Inc | COM NEW | 2,080 | $1.13M | 0.1% | −54−2.5% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 3,431 | $1.07M | 0.1% | −403−10.5% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 7,541 | $1.07M | 0.1% | −572−7.1% | Reduced | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,203 | $1.06M | 0.1% | 00.0% | Unchanged | – |
| JNJJohnson & Johnson | Stock | 6,902 | $1.05M | 0.1% | −2,007−22.5% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 9,314 | $1.00M | 0.1% | −92−1.0% | Reduced | History |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 27,485 | $990.9K | 0.1% | +545+2.0% | Added | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,046 | $977.1K | 0.1% | −324−4.4% | Reduced | – |
| HDHome Depot, Inc. | Stock | 2,648 | $970.9K | 0.1% | +159+6.4% | Added | History |
| WMTWalmart Inc. | Stock | 9,830 | $961.2K | 0.1% | +103+1.1% | Added | History |
| PGProcter & Gamble Co | Stock | 5,977 | $952.2K | 0.1% | −570−8.7% | Reduced | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 3,330 | $946.9K | 0.1% | +634+23.5% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 9,420 | $934.5K | 0.1% | +10.0% | Added | – |
| NOWServiceNow, Inc. | Stock | 907 | $932.5K | 0.1% | −16−1.7% | Reduced | History |
| SHOPShopify Inc. | Stock | 7,980 | $920.5K | 0.1% | −5,047−38.7% | Reduced | History |
| BXBlackstone Inc. | COM | 6,068 | $907.7K | 0.1% | −1,148−15.9% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 6,493 | $885.1K | 0.1% | −104−1.6% | Reduced | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,133 | $810.4K | 0.1% | −307−4.8% | Reduced | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 31,407 | $770.7K | 0.1% | −3,504−10.0% | Reduced | – |
| RTXRTX Corp | Stock | 5,144 | $751.1K | 0.1% | +62+1.2% | Added | History |
| IBMInternational Business Machines Corp | Stock | 2,467 | $727.1K | 0.1% | +322+15.0% | Added | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 6,756 | $718.4K | 0.1% | 00.0% | Unchanged | – |
| iShares MSCI Eafe ETF464287465 | ETF | 7,769 | $694.5K | 0.1% | −553−6.6% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 13,900 | $687.5K | 0.1% | 00.0% | Unchanged | – |
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 Q1 2025 (18)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 11,090 | $1.24M | 0.2% | – |
| UPSUnited Parcel Service Inc | Stock | 4,187 | $460.5K | 0.1% | History |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 11,723 | $361.1K | 0.1% | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,152 | $277.5K | <0.1% | – |
| KVUEKenvue Inc. | Stock | 10,941 | $262.4K | <0.1% | History |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 9,230 | $252.8K | <0.1% | – |
| UNPUnion Pacific Corp | Stock | 1,064 | $251.4K | <0.1% | History |
| TMOThermo Fisher Scientific Inc. | Stock | 477 | $237.1K | <0.1% | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 7,724 | $213.0K | <0.1% | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 5,868 | $212.4K | <0.1% | – |
| LMTLockheed Martin Corp | Stock | 471 | $210.5K | <0.1% | History |
| AIGAmerican International Group, Inc. | Stock | 2,411 | $209.6K | <0.1% | History |
| SBUXStarbucks Corp | Stock | 2,099 | $205.9K | <0.1% | History |
| TSCOTractor Supply Co | COM | 3,703 | $204.0K | <0.1% | History |
| MOAltria Group, Inc. | Stock | 3,367 | $202.1K | <0.1% | History |
| OCEAOcean Biomedical, Inc. | COM | 69,570 | $3.76K | <0.1% | History |
| PEVMPhoenix Motor Inc. | COM NEW | 10,756 | $3.75K | <0.1% | History |
| QVCGAOld QVC Group, Inc. | COM SER A | 12,084 | $2.43K | <0.1% | History |