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 |
|---|---|---|---|---|---|---|---|
| STROSutro Biopharma, Inc. | COM | 10,312 | $7.36K | <0.1% | +10,312 | New | History |
| WTIW&T Offshore Inc | COM | 13,115 | $21.6K | <0.1% | +13,115 | New | History |
| RIGTransocean Ltd. | REGISTERED SHS | 11,580 | $30.0K | <0.1% | +11,580 | New | History |
| BLNDBlend Labs, Inc. | CL A | 31,361 | $103.5K | <0.1% | −140−0.4% | Reduced | History |
| SYKStryker Corp | Stock | 506 | $200.2K | <0.1% | +506 | New | History |
| HUMHumana Inc | Stock | 820 | $200.5K | <0.1% | +5+0.6% | Added | History |
| TXNTexas Instruments Inc | Stock | 966 | $200.6K | <0.1% | −222−18.7% | Reduced | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,215 | $201.5K | <0.1% | +2,215 | New | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 1,637 | $202.3K | <0.1% | +1,637 | New | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 2,270 | $202.5K | <0.1% | +2,270 | New | – |
| CVSCVS Health Corp | Stock | 2,938 | $202.7K | <0.1% | +2,938 | New | History |
| WELLWelltower Inc. | REIT | 1,339 | $205.8K | <0.1% | +1,339 | New | History |
| TMUST-Mobile US, Inc. | Stock | 866 | $206.2K | <0.1% | −16−1.8% | Reduced | History |
| TTTrane Technologies plc | SHS | 472 | $206.5K | <0.1% | +472 | New | History |
| KRKroger Co | Stock | 2,902 | $208.2K | <0.1% | +2,902 | New | History |
| ACNAccenture plc | Stock | 719 | $214.9K | <0.1% | −195−21.3% | Reduced | History |
| ZBRAZebra Technologies Corp | CL A | 711 | $219.2K | <0.1% | −2−0.3% | Reduced | History |
| WMWaste Management Inc | Stock | 973 | $222.7K | <0.1% | +10+1.0% | Added | History |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 3,616 | $223.4K | <0.1% | 00.0% | Unchanged | – |
| SOSouthern Co | Stock | 2,439 | $224.0K | <0.1% | −119−4.7% | Reduced | History |
| AMATApplied Materials Inc | Stock | 1,227 | $224.6K | <0.1% | +1,227 | New | History |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 3,556 | $226.6K | <0.1% | 00.0% | Unchanged | – |
| MCKMcKesson Corp | Stock | 311 | $227.9K | <0.1% | +311 | New | History |
| TRVTravelers Companies, Inc. | Stock | 862 | $230.6K | <0.1% | −40−4.4% | Reduced | History |
| HUBSHubSpot Inc | COM | 419 | $233.2K | <0.1% | −62−12.9% | Reduced | History |
| CBChubb Ltd | Stock | 811 | $235.0K | <0.1% | +22+2.8% | Added | History |
| PEPPepsiCo Inc | Stock | 1,786 | $235.8K | <0.1% | −106−5.6% | Reduced | History |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 2,788 | $236.5K | <0.1% | −4,927−63.9% | Reduced | History |
| IAUiShares Gold Trust | ETF | 3,810 | $237.6K | <0.1% | 00.0% | Unchanged | History |
| RBB FD Inc74933W486 | US TREASY 2 YR | 4,902 | $237.9K | <0.1% | 00.0% | Unchanged | – |
| RBB FD Inc74933W494 | US TREAS 3 YR NT | 4,809 | $239.5K | <0.1% | 00.0% | Unchanged | – |
| WisdomTree Tr97717W844 | GLOB EX US QU FD | 5,987 | $241.1K | <0.1% | −297−4.7% | Reduced | – |
| CATCaterpillar Inc | Stock | 625 | $242.8K | <0.1% | −59−8.6% | Reduced | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,302 | $243.2K | <0.1% | +3+0.1% | Added | – |
| CVNACarvana Co. | CL A | 725 | $244.3K | <0.1% | +725 | New | History |
| LOWLowes Companies Inc | Stock | 1,102 | $244.6K | <0.1% | −37−3.2% | Reduced | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 568 | $250.2K | <0.1% | +1+0.2% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 12,181 | $251.9K | <0.1% | 00.0% | Unchanged | – |
| BABoeing Co | Stock | 1,208 | $253.2K | <0.1% | +34+2.9% | Added | History |
| MSMorgan Stanley | Stock | 1,817 | $255.9K | <0.1% | +81+4.7% | Added | History |
| VEEVVeeva Systems Inc | Stock | 903 | $260.0K | <0.1% | −30−3.2% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 45 | $260.5K | <0.1% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 495 | $261.0K | <0.1% | −1−0.2% | Reduced | History |
| CMGChipotle Mexican Grill Inc | COM | 4,745 | $266.4K | <0.1% | +13+0.3% | Added | History |
| PINSPinterest, Inc. | CL A | 7,430 | $266.4K | <0.1% | +155+2.1% | Added | History |
| BNYBank of New York Mellon Corp | Stock | 2,937 | $267.6K | <0.1% | +10.0% | Added | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 860 | $269.2K | <0.1% | +860 | New | History |
| BSXBoston Scientific Corp | Stock | 2,512 | $269.8K | <0.1% | +15+0.6% | Added | History |
| AMPAmeriprise Financial Inc | COM | 507 | $270.6K | <0.1% | −111−18.0% | Reduced | History |
| PHParker-Hannifin Corp | Stock | 388 | $271.0K | <0.1% | −10−2.5% | Reduced | History |
| GDGeneral Dynamics Corp | Stock | 930 | $271.2K | <0.1% | +73+8.5% | Added | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,519 | $276.1K | <0.1% | +1,519 | New | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 5,692 | $281.8K | <0.1% | +111+2.0% | Added | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 8,331 | $287.2K | <0.1% | −1,108−11.7% | Reduced | – |
| CMCSAComcast Corp | Stock | 8,122 | $289.9K | <0.1% | −531−6.1% | Reduced | History |
| EMREmerson Electric Co | Stock | 2,229 | $297.2K | <0.1% | +54+2.5% | Added | History |
| GEVGE Vernova Inc. | Stock | 564 | $298.4K | <0.1% | +564 | New | History |
| VZVerizon Communications Inc | Stock | 6,910 | $299.0K | <0.1% | −746−9.7% | Reduced | History |
| TJXTJX Companies Inc | Stock | 2,453 | $302.9K | <0.1% | +79+3.3% | Added | History |
| MELIMercadolibre Inc | COM | 116 | $303.2K | <0.1% | −2−1.7% | Reduced | History |
| iShares Russell Midcap ETF464287499 | ETF | 3,360 | $309.0K | <0.1% | 00.0% | Unchanged | – |
| PGRProgressive Corp | Stock | 1,164 | $310.6K | <0.1% | −37−3.1% | Reduced | History |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 5,717 | $315.0K | <0.1% | −25−0.4% | Reduced | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 2,107 | $316.9K | <0.1% | −387−15.5% | Reduced | – |
| iShares Tr464287721 | U.S. TECH ETF | 1,830 | $317.1K | <0.1% | 00.0% | Unchanged | – |
| RJFRaymond James Financial Inc | COM | 2,072 | $317.8K | <0.1% | −9−0.4% | Reduced | History |
| APPAppLovin Corp | COM CL A | 921 | $322.4K | <0.1% | +3+0.3% | Added | History |
| PEGPublic Service Enterprise Group Inc | COM | 3,843 | $323.5K | <0.1% | +691+21.9% | Added | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,138 | $324.7K | <0.1% | 00.0% | Unchanged | – |
| MTDMettler Toledo International Inc | COM | 281 | $330.1K | <0.1% | +4+1.4% | Added | History |
| DHRDanaher Corp | Stock | 1,685 | $332.9K | <0.1% | −216−11.4% | Reduced | History |
| DUKDuke Energy CORP | Stock | 2,836 | $334.7K | <0.1% | −198−6.5% | Reduced | History |
| NEENextera Energy Inc | Stock | 4,898 | $340.0K | <0.1% | −138−2.7% | Reduced | History |
| ETNEaton Corp plc | Stock | 988 | $352.7K | <0.1% | +37+3.9% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,000 | $353.5K | <0.1% | −5−0.2% | Reduced | – |
| ROKRockwell Automation, Inc | Stock | 1,091 | $362.3K | <0.1% | +191+21.2% | Added | History |
| LINLinde PLC | Stock | 782 | $366.9K | <0.1% | −5−0.6% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 18,672 | $366.9K | <0.1% | 00.0% | Unchanged | – |
| MRKMerck & Co., Inc. | Stock | 4,642 | $367.4K | <0.1% | +178+4.0% | Added | History |
| WFCWells Fargo & Company | Stock | 4,617 | $369.9K | <0.1% | −134−2.8% | Reduced | History |
| TAT&T Inc. | Stock | 12,887 | $372.9K | <0.1% | +7+0.1% | Added | History |
| ABTAbbott Laboratories | Stock | 2,744 | $373.2K | <0.1% | +256+10.3% | Added | History |
| EDConsolidated Edison Inc | Stock | 3,751 | $376.4K | <0.1% | −10.0% | Reduced | History |
| COFCapital One Financial Corp | Stock | 1,773 | $377.2K | <0.1% | +1,773 | New | History |
| BLKBlackRock, Inc. | Stock | 362 | $379.9K | <0.1% | +362 | New | History |
| RBB FD Inc74933W478 | US TREASRY 12 MT | 7,736 | $388.3K | 0.1% | −1,754−18.5% | Reduced | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,108 | $388.8K | 0.1% | +2+0.2% | Added | – |
| GILDGilead Sciences, Inc. | Stock | 3,595 | $398.6K | 0.1% | +108+3.1% | Added | History |
| CVXChevron Corp | Stock | 2,811 | $402.5K | 0.1% | −421−13.0% | Reduced | History |
| iShares Tr464287622 | RUS 1000 ETF | 1,229 | $417.3K | 0.1% | −280−18.6% | Reduced | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 18,217 | $426.1K | 0.1% | −1,497−7.6% | Reduced | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 852 | $433.9K | 0.1% | +16+1.9% | Added | History |
| PFEPfizer Inc | Stock | 17,935 | $434.7K | 0.1% | +1,475+9.0% | Added | History |
| QCOMQualcomm Inc | Stock | 2,744 | $437.0K | 0.1% | +199+7.8% | Added | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 18,395 | $438.4K | 0.1% | −257−1.4% | Reduced | – |
| OKEONEOK Inc | COM | 5,417 | $442.2K | 0.1% | −283−5.0% | Reduced | History |
| IDXXIDEXX Laboratories Inc | COM | 864 | $463.4K | 0.1% | +3+0.3% | Added | History |
| PODDInsulet Corp | Stock | 1,478 | $464.4K | 0.1% | −9−0.6% | Reduced | History |
| MUMicron Technology Inc | Stock | 3,779 | $465.8K | 0.1% | −115−3.0% | Reduced | History |
| PMPhilip Morris International Inc. | Stock | 2,569 | $467.9K | 0.1% | +164+6.8% | 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 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 |