Revolve Wealth Partners
Latest statistics and disclosures from Revolve Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IEFA, IVAL, HYMB, TBIL, and represent 35.54% of Revolve Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: IEFA (+$12M), HYMB, IQDG, TFI, IJH, SHOP, IVAL, XBIL, NVDA, SYLD.
- Started 23 new stock positions in EQL, ABNB, IWB, TSCO, CAT, ZBRA, ROK, SHOP, AMAT, CSX. XBIL, RTX, WFC, T, EMR, VYM, APH, XLK, AMP, LOW, LEN, ETN, INTU.
- Reduced shares in these 10 stocks: SCHF, EFG, TBIL, LULU, AAPL, SCHM, ESGD, VUG, TSLA, DLN.
- Sold out of its position in LULU.
- Revolve Wealth Partners was a net buyer of stock by $33M.
- Revolve Wealth Partners has $587M in assets under management (AUM), dropping by 13.21%.
- Central Index Key (CIK): 0001808992
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Portfolio Holdings for Revolve Wealth Partners
Revolve Wealth Partners holds 181 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 16.1 | $95M | 364k | 259.90 |
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| Ishares Tr Core Msci Eafe (IEFA) | 6.4 | $37M | +45% | 503k | 74.22 |
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| Ea Series Trust Intl Quan Value (IVAL) | 5.2 | $31M | +4% | 1.1M | 26.98 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 4.1 | $24M | +17% | 928k | 25.69 |
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| RBB Us Treas 3 Mnth (TBIL) | 3.8 | $22M | -2% | 447k | 50.03 |
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| Ea Series Trust Us Quan Momentum (QMOM) | 3.6 | $21M | +2% | 363k | 59.11 |
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| Cambria Etf Tr Shshld Yield Etf (SYLD) | 3.4 | $20M | +3% | 270k | 73.27 |
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| Ea Series Trust Sparkline Intang (ITAN) | 3.3 | $19M | +2% | 662k | 29.00 |
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| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 2.8 | $16M | +14% | 352k | 46.48 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 2.7 | $16M | 218k | 72.19 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 2.5 | $15M | -17% | 372k | 39.02 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 2.2 | $13M | +3% | 282k | 46.00 |
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| Ishares Tr National Mun Etf (MUB) | 2.1 | $12M | +2% | 115k | 107.60 |
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| Wisdomtree Tr Intl Qulty Div (IQDG) | 2.1 | $12M | +22% | 319k | 38.06 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.9 | $11M | 119k | 92.72 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.9 | $11M | 176k | 62.06 |
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| Apple (AAPL) | 1.8 | $11M | 61k | 171.48 |
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| Microsoft Corporation (MSFT) | 1.7 | $9.9M | 24k | 420.72 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.7 | $9.9M | 19k | 525.72 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.5 | $9.0M | +4% | 96k | 93.71 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 1.5 | $8.9M | +2% | 170k | 52.26 |
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| Amazon (AMZN) | 1.3 | $7.5M | 42k | 180.38 |
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| NVIDIA Corporation (NVDA) | 1.2 | $7.0M | +10% | 7.8k | 903.55 |
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| Amgen (AMGN) | 0.8 | $4.9M | 17k | 284.32 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.8 | $4.8M | -16% | 47k | 103.79 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $4.7M | 14k | 344.20 |
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| Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) | 0.8 | $4.4M | +2% | 243k | 18.13 |
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| Meta Platforms Cl A (META) | 0.7 | $4.1M | 8.5k | 485.58 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.6 | $3.7M | 61k | 60.30 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.6 | $3.3M | -2% | 40k | 81.43 |
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| UnitedHealth (UNH) | 0.6 | $3.3M | 6.6k | 494.66 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $3.2M | +16% | 6.2k | 523.05 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $3.1M | +3% | 63k | 50.17 |
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| Visa Com Cl A (V) | 0.5 | $3.0M | +2% | 11k | 279.08 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $2.9M | 12k | 249.85 |
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| Ishares Tr Core Msci Total (IXUS) | 0.4 | $2.5M | 38k | 67.86 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $2.5M | 50k | 49.24 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $2.5M | 23k | 110.52 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.5M | +5% | 5.9k | 420.50 |
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| Colgate-Palmolive Company (CL) | 0.4 | $2.4M | -2% | 27k | 90.05 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $2.4M | -2% | 7.1k | 337.05 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $2.3M | 11k | 210.30 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $2.3M | 11k | 200.29 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $2.3M | +4% | 9.9k | 228.60 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.4 | $2.2M | +2% | 4.0k | 556.40 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $2.2M | +2% | 4.6k | 481.58 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $2.2M | +6% | 5.0k | 444.03 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $2.2M | +3% | 15k | 150.93 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $2.2M | 27k | 80.63 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $2.2M | +393% | 36k | 60.74 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.0M | +2% | 4.3k | 480.67 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.6M | +7% | 10k | 152.26 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.3 | $1.5M | +7% | 20k | 76.28 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $1.5M | 27k | 54.40 |
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| Shopify Cl A (SHOP) | 0.2 | $1.4M | NEW | 19k | 77.17 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.2 | $1.4M | +5% | 14k | 100.81 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.3M | 7.3k | 180.50 |
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| Dimensional Etf Trust International (DFSI) | 0.2 | $1.3M | +39% | 38k | 33.67 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $1.3M | 24k | 53.34 |
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| Uber Technologies (UBER) | 0.2 | $1.2M | 15k | 76.99 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $1.1M | +3% | 7.3k | 155.92 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.1M | +7% | 1.4k | 777.96 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.1M | +2% | 6.7k | 158.20 |
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| Procter & Gamble Company (PG) | 0.2 | $1.1M | +2% | 6.5k | 162.24 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.0M | +8% | 20k | 50.60 |
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| Ishares Tr New York Mun Etf (NYF) | 0.2 | $1.0M | +13% | 19k | 53.81 |
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| Home Depot (HD) | 0.2 | $989k | +9% | 2.6k | 383.60 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.2 | $972k | +74% | 25k | 38.86 |
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| Broadcom (AVGO) | 0.2 | $961k | +27% | 725.00 | 1325.56 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $842k | +2% | 7.4k | 114.14 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $825k | 7.9k | 104.73 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.1 | $820k | +23% | 20k | 41.59 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $812k | 7.0k | 116.24 |
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| Tesla Motors (TSLA) | 0.1 | $807k | -8% | 4.6k | 175.80 |
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| Servicenow Call Option (NOW) | 0.1 | $801k | +11% | 1.1k | 762.40 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $792k | +2% | 6.3k | 125.33 |
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| Micron Technology (MU) | 0.1 | $776k | 6.6k | 117.89 |
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| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.1 | $775k | +6% | 17k | 44.48 |
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| American Centy Etf Tr Avantis Responsi (AVSD) | 0.1 | $742k | +39% | 13k | 56.93 |
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| Costco Wholesale Corporation (COST) | 0.1 | $730k | +13% | 996.00 | 732.63 |
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| RBB Us Trsry 6 Mnth (XBIL) | 0.1 | $724k | NEW | 15k | 50.11 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.1 | $724k | +39% | 11k | 68.13 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $703k | +13% | 1.4k | 504.60 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $687k | +6% | 5.2k | 131.37 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.1 | $673k | 22k | 30.10 |
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| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.1 | $673k | +10% | 20k | 34.20 |
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| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.1 | $650k | 31k | 20.97 |
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| Walt Disney Company Call Option (DIS) | 0.1 | $631k | +9% | 5.2k | 122.36 |
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| Oracle Corporation (ORCL) | 0.1 | $630k | +45% | 5.0k | 125.61 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $627k | +6% | 2.7k | 235.79 |
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| Merck & Co (MRK) | 0.1 | $625k | +5% | 4.7k | 131.95 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $598k | -2% | 3.3k | 182.60 |
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| Netflix (NFLX) | 0.1 | $572k | +14% | 942.00 | 607.12 |
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| salesforce (CRM) | 0.1 | $572k | +5% | 1.9k | 301.18 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $570k | -2% | 7.5k | 75.98 |
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| Abbvie (ABBV) | 0.1 | $561k | +10% | 3.1k | 182.10 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $555k | 14k | 41.08 |
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| McDonald's Corporation (MCD) | 0.1 | $535k | 1.9k | 281.95 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $520k | -9% | 5.3k | 97.95 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $515k | NEW | 3.1k | 164.96 |
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| Chevron Corporation (CVX) | 0.1 | $505k | +5% | 3.2k | 157.73 |
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| Wal-Mart Stores (WMT) | 0.1 | $500k | +216% | 8.3k | 60.17 |
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| Pfizer (PFE) | 0.1 | $498k | -6% | 18k | 27.75 |
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| Air Products & Chemicals (APD) | 0.1 | $494k | 2.0k | 242.27 |
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| Bank of America Corporation (BAC) | 0.1 | $489k | 13k | 37.92 |
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| CSX Corporation (CSX) | 0.1 | $477k | NEW | 13k | 37.07 |
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| Coca-Cola Company (KO) | 0.1 | $471k | +3% | 7.7k | 61.18 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $460k | 1.2k | 399.09 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $442k | 7.2k | 61.05 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $439k | 22k | 20.43 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $415k | 2.1k | 195.10 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $412k | 9.5k | 43.35 |
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| Waste Management (WM) | 0.1 | $397k | 1.9k | 213.16 |
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| Intel Corporation (INTC) | 0.1 | $395k | +21% | 9.0k | 44.17 |
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| Qualcomm (QCOM) | 0.1 | $390k | +50% | 2.3k | 169.31 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $375k | 2.9k | 131.24 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $359k | -10% | 12k | 29.46 |
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| Pepsi (PEP) | 0.1 | $355k | 2.0k | 175.05 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $350k | +17% | 3.0k | 117.23 |
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| Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.1 | $346k | 13k | 27.76 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $334k | +3% | 800.00 | 417.90 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $332k | 1.1k | 300.08 |
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| Linde SHS (LIN) | 0.1 | $322k | +4% | 693.00 | 464.32 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $320k | -20% | 4.0k | 79.90 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $316k | 3.3k | 96.71 |
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| International Business Machines (IBM) | 0.1 | $315k | +11% | 1.6k | 190.93 |
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| Dex (DXCM) | 0.1 | $307k | +3% | 2.2k | 138.70 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $299k | 103.00 | 2906.77 |
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| Consolidated Edison (ED) | 0.1 | $299k | +6% | 3.3k | 90.81 |
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| Goldman Sachs (GS) | 0.1 | $299k | +6% | 715.00 | 417.70 |
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| American Express Company (AXP) | 0.1 | $297k | +6% | 1.3k | 227.69 |
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| General Electric Com New (GE) | 0.1 | $295k | 1.7k | 175.53 |
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| Honeywell International (HON) | 0.1 | $295k | 1.4k | 205.26 |
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| Cisco Systems (CSCO) | 0.0 | $294k | +16% | 5.9k | 49.91 |
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| Kenvue (KVUE) | 0.0 | $293k | 14k | 21.46 |
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| Verizon Communications (VZ) | 0.0 | $286k | -12% | 6.8k | 41.96 |
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| Nextera Energy (NEE) | 0.0 | $283k | +16% | 4.4k | 63.91 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $281k | NEW | 977.00 | 288.03 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $277k | 5.6k | 49.19 |
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| RBB Us Treasy 2 Yr (UTWO) | 0.0 | $274k | 5.7k | 48.09 |
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| RBB Us Treas 3 Yr Nt (UTRE) | 0.0 | $274k | 5.6k | 48.98 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $272k | NEW | 2.2k | 120.99 |
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| Raymond James Financial (RJF) | 0.0 | $271k | 2.1k | 128.42 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $266k | 2.0k | 135.06 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $265k | +7% | 763.00 | 346.61 |
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| Gilead Sciences (GILD) | 0.0 | $257k | -2% | 3.5k | 73.24 |
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| Eaton Corp SHS (ETN) | 0.0 | $255k | NEW | 815.00 | 312.68 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $251k | +14% | 433.00 | 580.57 |
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| Intuit (INTU) | 0.0 | $249k | NEW | 383.00 | 650.00 |
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| Caterpillar (CAT) | 0.0 | $249k | NEW | 678.00 | 366.61 |
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| General Dynamics Corporation (GD) | 0.0 | $248k | +5% | 878.00 | 282.49 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $247k | +3% | 2.6k | 94.42 |
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| Union Pacific Corporation (UNP) | 0.0 | $246k | +5% | 1.0k | 245.94 |
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| Paypal Holdings Put Option (PYPL) | 0.0 | $245k | 3.7k | 66.99 |
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $245k | 1.1k | 231.69 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $244k | NEW | 2.5k | 97.53 |
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| CVS Caremark Corporation (CVS) | 0.0 | $242k | 3.0k | 79.76 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $241k | -13% | 1.5k | 162.86 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $234k | 589.00 | 397.56 |
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| Rockwell Automation (ROK) | 0.0 | $233k | NEW | 798.00 | 291.33 |
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| Emerson Electric (EMR) | 0.0 | $232k | NEW | 2.0k | 113.42 |
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| Wells Fargo & Company (WFC) | 0.0 | $229k | NEW | 3.9k | 57.96 |
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| Boeing Company (BA) | 0.0 | $228k | 1.2k | 193.05 |
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| Abbott Laboratories (ABT) | 0.0 | $222k | +6% | 2.0k | 113.66 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $221k | -7% | 2.4k | 91.25 |
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| Tractor Supply Company (TSCO) | 0.0 | $219k | NEW | 835.00 | 261.72 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $217k | NEW | 1.0k | 208.27 |
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| Zoetis Cl A (ZTS) | 0.0 | $217k | 1.3k | 169.21 |
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| Alps Etf Tr Equal Sec Etf (EQL) | 0.0 | $216k | NEW | 1.8k | 117.99 |
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| Lowe's Companies (LOW) | 0.0 | $214k | NEW | 839.00 | 254.73 |
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| RBB Us Treas 5 Yr Nt (UFIV) | 0.0 | $214k | 4.4k | 48.50 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $213k | 1.8k | 118.29 |
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| Novanta (NOVT) | 0.0 | $213k | 1.2k | 174.77 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $212k | NEW | 703.00 | 301.44 |
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| Prologis (PLD) | 0.0 | $212k | +3% | 1.6k | 130.22 |
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| Analog Devices (ADI) | 0.0 | $211k | 1.1k | 197.79 |
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| Applied Materials (AMAT) | 0.0 | $208k | NEW | 1.0k | 206.23 |
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| Lennar Corp Cl A (LEN) | 0.0 | $208k | NEW | 1.2k | 171.98 |
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| Amphenol Corp Cl A (APH) | 0.0 | $208k | NEW | 1.8k | 115.35 |
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| At&t (T) | 0.0 | $205k | NEW | 12k | 17.60 |
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| Ameriprise Financial (AMP) | 0.0 | $204k | NEW | 465.00 | 438.44 |
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Past Filings by Revolve Wealth Partners
SEC 13F filings are viewable for Revolve Wealth Partners going back to 2021
- Revolve Wealth Partners 2024 Q1 filed April 15, 2024
- Revolve Wealth Partners 2023 Q4 filed Jan. 12, 2024
- Revolve Wealth Partners 2023 Q3 filed Oct. 10, 2023
- Revolve Wealth Partners 2023 Q2 filed July 20, 2023
- Revolve Wealth Partners 2023 Q1 filed April 6, 2023
- Revolve Wealth Partners 2022 Q4 filed Jan. 17, 2023
- Revolve Wealth Partners 2022 Q3 filed Oct. 12, 2022
- Revolve Wealth Partners 2022 Q2 filed July 11, 2022
- Revolve Wealth Partners 2022 Q1 filed April 19, 2022
- Revolve Wealth Partners 2021 Q4 filed Feb. 4, 2022