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 35.10% of Revolve Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: TFI, HYMB, SCHZ, IVAL, AAPL, MSFT, AVGO, VEA, IEFA, JNJ.
- Started 24 new stock positions in MTD, TXN, SO, IDXX, LOW, PODD, ABT, DHR, SPGI, BLK. BND, IJJ, LMT, AMP, NOVT, LEN, VV, VTV, MELI, OBIL, OKE, MMM, NVO, VNQ.
- Reduced shares in these 10 stocks: AMZN, SCHX, TBIL, SPMD, IXUS, UBER, VTI, , , VB.
- Sold out of its positions in AMAT, BA, GBCI, INTC, PYPL, SDY, FNDE, XLE, XLK.
- Revolve Wealth Partners was a net buyer of stock by $18M.
- Revolve Wealth Partners has $657M in assets under management (AUM), dropping by 7.91%.
- Central Index Key (CIK): 0001808992
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Revolve Wealth Partners holds 191 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Vanguard Index Fds Total Stk Mkt (VTI) | 16.1 | $106M | 373k | 283.16 |
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Ishares Tr Core Msci Eafe (IEFA) | 6.3 | $42M | 532k | 78.05 |
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Ea Series Trust Intl Quan Value (IVAL) | 4.8 | $32M | +4% | 1.2M | 25.79 |
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Spdr Ser Tr Nuveen Bloomberg (HYMB) | 4.2 | $28M | +6% | 1.0M | 26.27 |
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RBB Us Treas 3 Mnth (TBIL) | 3.7 | $24M | -3% | 481k | 50.04 |
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Ea Series Trust Us Quan Momentum (QMOM) | 3.6 | $24M | 371k | 64.19 |
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Ea Series Trust Sparkline Intang (ITAN) | 3.2 | $21M | 700k | 30.28 |
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Cambria Etf Tr Shshld Yield Etf (SYLD) | 3.2 | $21M | +2% | 291k | 72.37 |
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 2.9 | $19M | +10% | 411k | 46.83 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 2.7 | $18M | +2% | 425k | 41.12 |
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Wisdomtree Tr Us Largecap Divd (DLN) | 2.6 | $17M | 220k | 78.56 |
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Schwab Strategic Tr Us Aggregate B (SCHZ) | 2.5 | $16M | +9% | 343k | 47.52 |
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Apple (AAPL) | 2.3 | $15M | +8% | 64k | 233.00 |
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Wisdomtree Tr Intl Qulty Div (IQDG) | 2.1 | $14M | +3% | 360k | 39.15 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.9 | $13M | +2% | 122k | 104.18 |
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Ishares Tr National Mun Etf (MUB) | 1.9 | $12M | 112k | 108.63 |
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Microsoft Corporation (MSFT) | 1.7 | $11M | +11% | 26k | 430.30 |
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Ishares Tr Core S&p500 Etf (IVV) | 1.6 | $11M | 18k | 576.81 |
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American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.6 | $10M | +3% | 107k | 95.95 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.5 | $10M | -13% | 148k | 67.85 |
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Vaneck Etf Trust High Yld Munietf (HYD) | 1.5 | $9.6M | 180k | 53.07 |
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NVIDIA Corporation (NVDA) | 1.4 | $9.1M | -2% | 75k | 121.44 |
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Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) | 0.8 | $5.5M | +10% | 298k | 18.54 |
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Amgen (AMGN) | 0.8 | $5.4M | 17k | 322.21 |
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Vanguard Index Fds Growth Etf (VUG) | 0.8 | $5.4M | +3% | 14k | 383.92 |
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Meta Platforms Cl A (META) | 0.7 | $4.9M | 8.6k | 572.44 |
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Ishares Tr Eafe Grwth Etf (EFG) | 0.7 | $4.8M | 45k | 107.65 |
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Amazon (AMZN) | 0.7 | $4.5M | -42% | 24k | 186.33 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.7 | $4.4M | +32% | 84k | 52.81 |
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.6 | $4.1M | 63k | 64.74 |
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UnitedHealth (UNH) | 0.6 | $3.9M | +3% | 6.7k | 584.68 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $3.6M | +4% | 6.3k | 573.74 |
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.5 | $3.2M | 39k | 83.09 |
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Visa Com Cl A Put Option (V) | 0.5 | $3.0M | +3% | 11k | 274.95 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $2.9M | -5% | 11k | 263.82 |
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Colgate-Palmolive Company (CL) | 0.4 | $2.7M | +2% | 26k | 103.81 |
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JPMorgan Chase & Co. (JPM) | 0.4 | $2.6M | +18% | 13k | 210.87 |
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $2.5M | -3% | 49k | 51.50 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $2.5M | -8% | 5.1k | 488.02 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.5M | +8% | 5.4k | 460.23 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $2.5M | +12% | 4.7k | 527.64 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $2.4M | 14k | 165.85 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $2.4M | 11k | 220.89 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $2.4M | -5% | 20k | 116.96 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $2.4M | -7% | 6.3k | 375.38 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $2.3M | 4.0k | 569.66 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $2.1M | -7% | 25k | 84.53 |
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Ishares Tr Core Msci Total (IXUS) | 0.3 | $2.1M | -24% | 28k | 72.63 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $2.0M | -5% | 33k | 62.32 |
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Mastercard Incorporated Cl A (MA) | 0.3 | $2.0M | -4% | 4.1k | 493.75 |
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Dimensional Etf Trust International (DFSI) | 0.3 | $1.9M | +12% | 54k | 35.74 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.9M | -16% | 8.0k | 237.22 |
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.3 | $1.9M | +3% | 23k | 82.63 |
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Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.8M | +12% | 11k | 167.19 |
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Ishares Tr Msci Kld400 Soc (DSI) | 0.3 | $1.8M | +3% | 17k | 108.79 |
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Johnson & Johnson (JNJ) | 0.3 | $1.7M | +86% | 10k | 162.07 |
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Ishares Tr Eafe Value Etf (EFV) | 0.2 | $1.6M | 27k | 57.53 |
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Shopify Cl A (SHOP) | 0.2 | $1.4M | -7% | 17k | 80.14 |
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.2 | $1.4M | +9% | 33k | 41.72 |
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Advanced Micro Devices (AMD) | 0.2 | $1.3M | +11% | 8.0k | 164.08 |
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Eli Lilly & Co. (LLY) | 0.2 | $1.3M | +2% | 1.4k | 885.94 |
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Broadcom (AVGO) | 0.2 | $1.2M | +889% | 7.2k | 172.50 |
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Procter & Gamble Company (PG) | 0.2 | $1.2M | +7% | 7.1k | 173.19 |
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Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.2 | $1.2M | +107% | 11k | 108.93 |
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Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $1.2M | +4% | 7.3k | 167.66 |
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Ishares Tr New York Mun Etf (NYF) | 0.2 | $1.2M | +9% | 22k | 54.33 |
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Tesla Motors (TSLA) | 0.2 | $1.1M | 4.4k | 261.62 |
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.2 | $1.1M | +11% | 26k | 42.84 |
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RBB Us Trsry 6 Mnth (XBIL) | 0.2 | $1.1M | +34% | 22k | 50.20 |
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American Centy Etf Tr Avantis Responsi (AVSD) | 0.2 | $1.1M | +9% | 17k | 60.58 |
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Exxon Mobil Corporation (XOM) | 0.2 | $1.1M | +4% | 9.0k | 117.22 |
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Ishares Tr Esg Eafe Etf (DMXF) | 0.2 | $1.0M | +9% | 15k | 72.04 |
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Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.0M | +26% | 6.6k | 153.13 |
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Home Depot (HD) | 0.2 | $1.0M | -2% | 2.5k | 405.16 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.0M | +2% | 20k | 51.12 |
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Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.1 | $982k | +7% | 22k | 44.82 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $889k | +39% | 4.5k | 198.08 |
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Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.1 | $886k | +6% | 24k | 36.84 |
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Costco Wholesale Corporation (COST) | 0.1 | $880k | 993.00 | 886.52 |
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Oracle Corporation (ORCL) | 0.1 | $854k | 5.0k | 170.40 |
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Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $843k | 7.2k | 117.29 |
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Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $835k | 6.3k | 132.25 |
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Abbvie (ABBV) | 0.1 | $832k | +34% | 4.2k | 197.49 |
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Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $831k | 7.8k | 106.19 |
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Servicenow (NOW) | 0.1 | $758k | -8% | 847.00 | 894.39 |
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Union Pacific Corporation (UNP) | 0.1 | $733k | +214% | 3.0k | 246.48 |
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Uber Technologies (UBER) | 0.1 | $709k | -38% | 9.4k | 75.16 |
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American Express Company (AXP) | 0.1 | $702k | +101% | 2.6k | 271.20 |
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Adobe Systems Incorporated (ADBE) | 0.1 | $695k | 1.3k | 517.78 |
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Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.1 | $689k | 22k | 30.80 |
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Micron Technology (MU) | 0.1 | $685k | 6.6k | 103.71 |
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Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $677k | +13% | 2.8k | 243.44 |
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Wal-Mart Stores (WMT) | 0.1 | $675k | 8.4k | 80.75 |
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Bank of America Corporation (BAC) | 0.1 | $633k | +20% | 16k | 39.68 |
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Chevron Corporation (CVX) | 0.1 | $624k | +29% | 4.2k | 147.27 |
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Netflix (NFLX) | 0.1 | $623k | -4% | 879.00 | 709.27 |
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Honeywell International (HON) | 0.1 | $623k | +109% | 3.0k | 206.71 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $620k | 14k | 45.86 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $616k | +9% | 6.1k | 101.27 |
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Coca-Cola Company (KO) | 0.1 | $611k | +4% | 8.5k | 71.86 |
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RBB Us Treasry 12 Mt (OBIL) | 0.1 | $607k | NEW | 12k | 50.26 |
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Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $601k | -53% | 11k | 54.68 |
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Air Products & Chemicals (APD) | 0.1 | $596k | 2.0k | 297.74 |
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United Parcel Service CL B (UPS) | 0.1 | $593k | 4.3k | 136.34 |
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McDonald's Corporation (MCD) | 0.1 | $576k | 1.9k | 304.51 |
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Walt Disney Company (DIS) | 0.1 | $572k | +20% | 5.9k | 96.19 |
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Raytheon Technologies Corp (RTX) | 0.1 | $571k | +91% | 4.7k | 121.16 |
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International Business Machines (IBM) | 0.1 | $568k | +56% | 2.6k | 221.05 |
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $559k | -5% | 7.0k | 80.37 |
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CSX Corporation (CSX) | 0.1 | $556k | +26% | 16k | 34.53 |
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Intuitive Surgical Com New (ISRG) | 0.1 | $555k | 1.1k | 491.27 |
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Merck & Co (MRK) | 0.1 | $545k | 4.8k | 113.57 |
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Danaher Corporation (DHR) | 0.1 | $541k | NEW | 1.9k | 278.02 |
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Oneok (OKE) | 0.1 | $513k | NEW | 5.6k | 91.13 |
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Analog Devices (ADI) | 0.1 | $500k | +98% | 2.2k | 230.17 |
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Pfizer (PFE) | 0.1 | $483k | +9% | 17k | 28.94 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $481k | 7.2k | 66.52 |
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IDEXX Laboratories (IDXX) | 0.1 | $468k | NEW | 927.00 | 505.22 |
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.1 | $468k | -27% | 22k | 21.12 |
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Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $468k | 2.1k | 220.05 |
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Dex (DXCM) | 0.1 | $445k | +209% | 6.6k | 67.04 |
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salesforce (CRM) | 0.1 | $444k | -10% | 1.6k | 273.71 |
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Mettler-Toledo International (MTD) | 0.1 | $421k | NEW | 281.00 | 1499.70 |
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Airbnb Com Cl A (ABNB) | 0.1 | $415k | -3% | 3.3k | 126.81 |
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Goldman Sachs (GS) | 0.1 | $411k | +15% | 830.00 | 495.12 |
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Ge Aerospace Com New (GE) | 0.1 | $396k | +17% | 2.1k | 188.58 |
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Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.1 | $390k | 7.7k | 50.50 |
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Nextera Energy (NEE) | 0.1 | $385k | +4% | 4.6k | 84.53 |
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Waste Management (WM) | 0.1 | $382k | 1.8k | 207.61 |
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Comcast Corp Cl A (CMCSA) | 0.1 | $381k | 9.1k | 41.77 |
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Duke Energy Corp Com New (DUK) | 0.1 | $378k | +3% | 3.3k | 115.31 |
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Qualcomm (QCOM) | 0.1 | $375k | -6% | 2.2k | 170.06 |
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Ameriprise Financial (AMP) | 0.1 | $371k | NEW | 790.00 | 469.81 |
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Insulet Corporation (PODD) | 0.1 | $368k | NEW | 1.6k | 232.75 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $366k | 787.00 | 465.08 |
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Abbott Laboratories (ABT) | 0.1 | $362k | NEW | 3.2k | 114.01 |
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Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $361k | 1.1k | 326.73 |
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Cisco Systems (CSCO) | 0.1 | $356k | +17% | 6.7k | 53.22 |
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Amphenol Corp Cl A (APH) | 0.1 | $350k | +51% | 5.4k | 65.16 |
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Pepsi (PEP) | 0.1 | $347k | -2% | 2.0k | 170.09 |
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Verizon Communications (VZ) | 0.1 | $343k | +12% | 7.6k | 44.91 |
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Consolidated Edison (ED) | 0.1 | $342k | 3.3k | 104.13 |
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At&t (T) | 0.1 | $340k | +35% | 16k | 22.00 |
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Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $336k | -13% | 10k | 33.03 |
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Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $334k | 2.5k | 131.93 |
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Linde SHS (LIN) | 0.0 | $325k | 681.00 | 476.86 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $315k | +26% | 891.00 | 353.48 |
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Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $304k | 967.00 | 314.39 |
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3M Company (MMM) | 0.0 | $304k | NEW | 2.2k | 136.71 |
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Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $299k | 2.0k | 151.62 |
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $293k | -34% | 14k | 20.65 |
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Thermo Fisher Scientific (TMO) | 0.0 | $291k | +6% | 471.00 | 617.94 |
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Lockheed Martin Corporation (LMT) | 0.0 | $288k | NEW | 493.00 | 584.71 |
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RBB Us Treas 3 Yr Nt (UTRE) | 0.0 | $279k | 5.6k | 49.96 |
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RBB Us Treasy 2 Yr (UTWO) | 0.0 | $278k | 5.7k | 48.76 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $276k | 2.2k | 128.20 |
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Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $273k | NEW | 1.0k | 263.29 |
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Gilead Sciences (GILD) | 0.0 | $273k | 3.3k | 83.84 |
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Novo-nordisk A S Adr (NVO) | 0.0 | $273k | NEW | 2.3k | 119.07 |
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $268k | 5.3k | 50.28 |
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BlackRock (BLK) | 0.0 | $268k | NEW | 282.00 | 949.60 |
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Kenvue (KVUE) | 0.0 | $267k | -5% | 12k | 23.13 |
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Chipotle Mexican Grill (CMG) | 0.0 | $265k | -10% | 4.6k | 57.62 |
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Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $263k | 710.00 | 370.32 |
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Southern Company (SO) | 0.0 | $260k | NEW | 2.9k | 90.18 |
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Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $258k | -2% | 3.1k | 84.18 |
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Eaton Corp SHS (ETN) | 0.0 | $258k | -4% | 777.00 | 331.44 |
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Raymond James Financial (RJF) | 0.0 | $257k | 2.1k | 122.46 |
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General Dynamics Corporation (GD) | 0.0 | $254k | -4% | 840.00 | 302.20 |
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Caterpillar (CAT) | 0.0 | $249k | -6% | 637.00 | 391.32 |
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Wells Fargo & Company (WFC) | 0.0 | $248k | +7% | 4.4k | 56.49 |
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Vanguard Index Fds Value Etf (VTV) | 0.0 | $245k | NEW | 1.4k | 174.55 |
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Philip Morris International (PM) | 0.0 | $244k | 2.0k | 121.39 |
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Zoetis Cl A (ZTS) | 0.0 | $241k | +2% | 1.2k | 195.38 |
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $239k | 566.00 | 422.78 |
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S&p Global (SPGI) | 0.0 | $239k | NEW | 463.00 | 516.62 |
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Emerson Electric (EMR) | 0.0 | $238k | +6% | 2.2k | 109.37 |
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MercadoLibre (MELI) | 0.0 | $232k | NEW | 113.00 | 2051.96 |
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TJX Companies (TJX) | 0.0 | $228k | 1.9k | 117.54 |
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Lennar Corp Cl A (LEN) | 0.0 | $227k | NEW | 1.2k | 187.48 |
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Lowe's Companies (LOW) | 0.0 | $222k | NEW | 819.00 | 270.85 |
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RBB Us Treas 5 Yr Nt (UFIV) | 0.0 | $219k | 4.4k | 49.73 |
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Novanta (NOVT) | 0.0 | $219k | NEW | 1.2k | 178.92 |
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Tractor Supply Company (TSCO) | 0.0 | $216k | -8% | 742.00 | 290.93 |
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Rockwell Automation (ROK) | 0.0 | $215k | 799.00 | 268.46 |
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Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $212k | NEW | 1.7k | 123.62 |
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Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $211k | 2.3k | 91.93 |
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Texas Instruments Incorporated (TXN) | 0.0 | $210k | NEW | 1.0k | 206.57 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $208k | NEW | 2.8k | 75.12 |
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Intuit (INTU) | 0.0 | $206k | -3% | 331.00 | 621.00 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $201k | NEW | 2.1k | 97.42 |
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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 Q3 filed Oct. 18, 2024
- Revolve Wealth Partners 2024 Q2 filed July 19, 2024
- 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