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, ITAN, QMOM, and represent 33.24% of Revolve Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: BITW, AAEQ, AVUS, TFI, NFLX, SCHZ, MUB, JMST, DFCF, NOW.
- Started 10 new stock positions in HIG, MMM, AVUS, AVLV, BITW, BOXX, AVDE, VXF, AAEQ, JMST.
- Reduced shares in these 10 stocks: VTI, IVV, TBIL, HYMB, AAPL, NVDA, HYD, MSFT, CL, SPY.
- Sold out of its positions in MO, AIG, BSX, IWD, KVUE, KR, NOC, PINS, OBIL, Sutro Biopharma. TMUS, TSCO, ZBRA, TT.
- Revolve Wealth Partners was a net buyer of stock by $949k.
- Revolve Wealth Partners has $851M in assets under management (AUM), dropping by 2.06%.
- Central Index Key (CIK): 0001808992
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Download as csvPortfolio Holdings for Revolve Wealth Partners
Revolve Wealth Partners holds 228 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 15.2 | $130M | 386k | 335.27 |
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| Ishares Tr Core Msci Eafe (IEFA) | 6.1 | $52M | 583k | 89.46 |
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| Ea Series Trust Intl Quan Value (IVAL) | 5.1 | $44M | 1.4M | 31.46 |
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| Ea Series Trust Sparkline Intang (ITAN) | 3.5 | $29M | 793k | 37.04 |
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| Ea Series Trust Us Quan Momentum (QMOM) | 3.3 | $28M | 428k | 65.29 |
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| Cambria Etf Tr Shshld Yield Etf (SYLD) | 3.2 | $27M | 387k | 69.52 |
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| Spdr Series Trust State Street Spd (HYMB) | 3.1 | $27M | -4% | 1.1M | 24.94 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.0 | $25M | 1.0M | 24.04 |
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| RBB Us Treas 3 Mnth (TBIL) | 2.8 | $24M | -4% | 486k | 49.88 |
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| Spdr Series Trust State Street Spd (TFI) | 2.4 | $20M | +4% | 442k | 45.71 |
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| Wisdomtree Tr Intl Qulty Div (IQDG) | 2.3 | $19M | 467k | 41.48 |
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| Apple (AAPL) | 2.3 | $19M | -5% | 71k | 271.86 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 2.2 | $19M | 212k | 88.08 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 2.2 | $19M | +4% | 790k | 23.37 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 2.1 | $18M | +3% | 425k | 42.56 |
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| Ishares Tr National Mun Etf (MUB) | 1.9 | $16M | +4% | 149k | 107.11 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 1.8 | $15M | -6% | 301k | 51.12 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.7 | $15M | 452k | 32.62 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.6 | $14M | +2% | 134k | 101.98 |
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| NVIDIA Corporation (NVDA) | 1.6 | $13M | -7% | 71k | 186.50 |
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| Microsoft Corporation (MSFT) | 1.5 | $13M | -5% | 27k | 483.61 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $12M | -9% | 18k | 684.94 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.4 | $12M | 431k | 26.91 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $8.7M | +3% | 139k | 62.47 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.9 | $7.6M | +2% | 16k | 487.86 |
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| Tesla Motors (TSLA) | 0.8 | $6.7M | -4% | 15k | 449.72 |
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| Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) | 0.7 | $6.2M | +3% | 331k | 18.60 |
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| Meta Platforms Cl A (META) | 0.7 | $6.0M | +2% | 9.1k | 660.11 |
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| Amazon (AMZN) | 0.7 | $5.8M | -6% | 25k | 230.82 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.7 | $5.8M | 51k | 113.92 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $5.6M | 18k | 313.00 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.6 | $4.8M | 64k | 75.44 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $4.6M | -11% | 6.8k | 681.90 |
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| Amgen (AMGN) | 0.5 | $4.6M | -3% | 14k | 327.32 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $4.6M | 14k | 322.22 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $4.1M | +2% | 6.6k | 627.11 |
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| Visa Com Cl A (V) | 0.5 | $4.1M | -2% | 12k | 350.72 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $3.3M | 6.7k | 502.62 |
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| Broadcom (AVGO) | 0.4 | $3.3M | +2% | 9.6k | 346.12 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $3.2M | 107k | 30.07 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.2M | -5% | 10k | 313.79 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $3.1M | 11k | 290.22 |
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| Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) | 0.3 | $2.8M | NEW | 48k | 58.76 |
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| Dimensional Etf Trust International (DFSI) | 0.3 | $2.8M | +3% | 66k | 42.85 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $2.7M | 37k | 71.41 |
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| Ea Series Trust Alpha Architect (AAEQ) | 0.3 | $2.6M | NEW | 53k | 49.33 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $2.6M | 95k | 27.43 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $2.5M | 89k | 28.48 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $2.5M | -3% | 5.3k | 473.30 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $2.5M | -16% | 10k | 246.16 |
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| Ishares Tr Core Msci Total (IXUS) | 0.3 | $2.5M | 29k | 84.64 |
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| Compass Cl A (COMP) | 0.3 | $2.4M | 229k | 10.57 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.4M | -8% | 3.8k | 614.31 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.3 | $2.4M | +4% | 24k | 97.80 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $2.3M | -2% | 19k | 120.18 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.3 | $2.3M | +3% | 18k | 128.83 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $2.3M | 3.8k | 603.28 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $2.2M | -5% | 8.4k | 257.96 |
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| Ea Series Trust Alpha Architect (AAUS) | 0.2 | $2.1M | 38k | 55.11 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.2 | $2.1M | +3% | 46k | 45.05 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $2.0M | -5% | 31k | 66.00 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $2.0M | -5% | 3.4k | 570.84 |
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| Equinix (EQIX) | 0.2 | $1.8M | -2% | 2.4k | 766.16 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.2 | $1.8M | NEW | 16k | 111.78 |
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| Abbvie (ABBV) | 0.2 | $1.7M | 7.6k | 228.50 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.7M | +10% | 1.6k | 1074.71 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.7M | 7.9k | 214.16 |
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| American Centy Etf Tr Avantis Responsi (AVSD) | 0.2 | $1.6M | +2% | 22k | 74.26 |
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| Ishares Tr New York Mun Etf (NYF) | 0.2 | $1.6M | +2% | 30k | 53.51 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.6M | 7.6k | 206.95 |
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| Toll Brothers (TOL) | 0.2 | $1.6M | 12k | 135.22 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.2 | $1.5M | +3% | 33k | 44.65 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $1.4M | 8.1k | 177.36 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.2 | $1.4M | +5% | 18k | 75.16 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.4M | 11k | 120.35 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.3M | +14% | 26k | 50.29 |
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| Amphenol Corp Cl A (APH) | 0.1 | $1.3M | 9.4k | 135.14 |
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| Colgate-Palmolive Company (CL) | 0.1 | $1.3M | -34% | 16k | 79.02 |
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| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.1 | $1.2M | +6% | 26k | 47.74 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.1 | $1.2M | -4% | 37k | 32.89 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.2M | 6.7k | 177.75 |
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| UnitedHealth (UNH) | 0.1 | $1.2M | 3.5k | 330.11 |
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| Micron Technology (MU) | 0.1 | $1.1M | +2% | 4.0k | 285.41 |
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| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.1 | $1.1M | +4% | 29k | 39.10 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.1M | 5.1k | 219.77 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.1M | 1.9k | 566.36 |
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| Oracle Corporation (ORCL) | 0.1 | $1.1M | -7% | 5.6k | 194.92 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.1M | 9.8k | 111.42 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $1.1M | -2% | 6.6k | 160.97 |
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| Costco Wholesale Corporation (COST) | 0.1 | $988k | -5% | 1.1k | 862.47 |
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| Netflix (NFLX) | 0.1 | $978k | +864% | 10k | 93.76 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $965k | -4% | 7.0k | 136.94 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $956k | 9.6k | 99.88 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $928k | 5.1k | 183.42 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $868k | +16% | 16k | 53.76 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $863k | -4% | 5.6k | 154.14 |
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| Home Depot (HD) | 0.1 | $860k | -7% | 2.5k | 344.06 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $854k | 3.1k | 279.11 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $840k | -7% | 6.0k | 141.05 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $825k | -3% | 30k | 27.21 |
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| Procter & Gamble Company (PG) | 0.1 | $790k | -6% | 5.5k | 143.32 |
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| Bank of America Corporation (BAC) | 0.1 | $767k | -5% | 14k | 55.00 |
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| Lennar Corp Cl A (LEN) | 0.1 | $763k | 7.4k | 102.80 |
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| Uber Technologies (UBER) | 0.1 | $760k | -10% | 9.3k | 81.71 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $746k | 7.8k | 96.03 |
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| Goldman Sachs (GS) | 0.1 | $734k | 835.00 | 879.12 |
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| International Business Machines (IBM) | 0.1 | $715k | 2.4k | 296.23 |
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| Cisco Systems (CSCO) | 0.1 | $705k | +2% | 9.2k | 77.03 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $693k | NEW | 14k | 50.94 |
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| Servicenow (NOW) | 0.1 | $691k | +403% | 4.5k | 153.19 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $682k | +175% | 2.4k | 278.89 |
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| CSX Corporation (CSX) | 0.1 | $679k | -2% | 19k | 36.25 |
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| Chevron Corporation (CVX) | 0.1 | $666k | -2% | 4.4k | 152.41 |
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| Ge Aerospace Com New (GE) | 0.1 | $663k | -6% | 2.2k | 308.05 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $644k | 14k | 45.21 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $636k | 944.00 | 673.82 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $633k | -2% | 12k | 54.71 |
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| Analog Devices (ADI) | 0.1 | $618k | 2.3k | 271.20 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.1 | $616k | 11k | 57.91 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.1 | $596k | 13k | 45.89 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $589k | 2.1k | 276.94 |
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| IDEXX Laboratories (IDXX) | 0.1 | $589k | 870.00 | 676.53 |
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| Intuit (INTU) | 0.1 | $588k | 888.00 | 662.42 |
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| Coca-Cola Company (KO) | 0.1 | $585k | +4% | 8.4k | 69.91 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $581k | 20k | 29.61 |
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| Abbott Laboratories (ABT) | 0.1 | $577k | -3% | 4.6k | 125.30 |
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| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.1 | $562k | 8.6k | 65.55 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $545k | 12k | 46.92 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $542k | 5.1k | 106.70 |
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| American Express Company (AXP) | 0.1 | $540k | 1.5k | 369.99 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $538k | +41% | 2.8k | 190.99 |
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| Walt Disney Company (DIS) | 0.1 | $526k | -4% | 4.6k | 113.78 |
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| Merck & Co (MRK) | 0.1 | $523k | +4% | 5.0k | 105.25 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $522k | 7.6k | 68.36 |
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| salesforce (CRM) | 0.1 | $511k | 1.9k | 264.91 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $496k | -10% | 7.4k | 67.22 |
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| Air Products & Chemicals (APD) | 0.1 | $482k | -3% | 1.9k | 247.03 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $481k | 18k | 26.23 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $479k | +102% | 6.5k | 74.07 |
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| Rockwell Automation (ROK) | 0.1 | $476k | +11% | 1.2k | 389.01 |
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| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 0.1 | $470k | 18k | 25.81 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $462k | 1.3k | 349.99 |
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| McDonald's Corporation (MCD) | 0.1 | $455k | -27% | 1.5k | 305.63 |
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| Capital One Financial (COF) | 0.1 | $454k | -3% | 1.9k | 242.37 |
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| Honeywell International (HON) | 0.1 | $448k | -2% | 2.3k | 195.11 |
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| Wells Fargo & Company (WFC) | 0.1 | $447k | 4.8k | 93.19 |
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| Gilead Sciences (GILD) | 0.1 | $439k | 3.6k | 122.74 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $431k | 1.1k | 386.72 |
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| Danaher Corporation (DHR) | 0.1 | $428k | +2% | 1.9k | 228.92 |
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| Qualcomm (QCOM) | 0.0 | $425k | -6% | 2.5k | 171.08 |
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| Insulet Corporation (PODD) | 0.0 | $424k | +2% | 1.5k | 284.24 |
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| At&t (T) | 0.0 | $415k | -3% | 17k | 24.84 |
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| Oneok (OKE) | 0.0 | $404k | 5.5k | 73.50 |
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| Dex (DXCM) | 0.0 | $403k | 6.1k | 66.37 |
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| Mettler-Toledo International (MTD) | 0.0 | $397k | 285.00 | 1394.19 |
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| Caterpillar (CAT) | 0.0 | $390k | +2% | 681.00 | 573.21 |
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| Nextera Energy (NEE) | 0.0 | $389k | +2% | 4.8k | 80.28 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $387k | 825.00 | 468.76 |
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| Philip Morris International (PM) | 0.0 | $385k | -5% | 2.4k | 160.41 |
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| Consolidated Edison (ED) | 0.0 | $383k | 3.9k | 99.32 |
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| TJX Companies (TJX) | 0.0 | $381k | 2.5k | 153.61 |
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| Pepsi (PEP) | 0.0 | $371k | +4% | 2.6k | 143.49 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $363k | 1.8k | 199.68 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $359k | 1.1k | 314.76 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $353k | +13% | 610.00 | 579.00 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $350k | NEW | 4.3k | 82.32 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $345k | -14% | 2.1k | 167.94 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $339k | 2.9k | 117.19 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $339k | +2% | 2.0k | 171.19 |
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| Verizon Communications (VZ) | 0.0 | $337k | -4% | 8.3k | 40.73 |
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| Ge Vernova (GEV) | 0.0 | $337k | -9% | 515.00 | 653.57 |
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| Linde SHS (LIN) | 0.0 | $336k | -4% | 789.00 | 426.39 |
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| Morgan Stanley Com New (MS) | 0.0 | $336k | +4% | 1.9k | 177.55 |
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| Pfizer (PFE) | 0.0 | $334k | -10% | 13k | 24.90 |
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| Raymond James Financial (RJF) | 0.0 | $332k | 2.1k | 160.59 |
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| Applied Materials (AMAT) | 0.0 | $332k | +2% | 1.3k | 256.99 |
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| Blackrock (BLK) | 0.0 | $330k | -2% | 308.00 | 1070.53 |
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| General Dynamics Corporation (GD) | 0.0 | $329k | +3% | 978.00 | 336.66 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $325k | -39% | 8.3k | 39.02 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $324k | -53% | 3.4k | 96.27 |
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| Public Service Enterprise (PEG) | 0.0 | $313k | 3.9k | 80.30 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.0 | $312k | NEW | 4.1k | 75.77 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $309k | 3.8k | 81.17 |
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| Eaton Corp SHS (ETN) | 0.0 | $305k | -3% | 958.00 | 318.51 |
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| Emerson Electric (EMR) | 0.0 | $305k | 2.3k | 132.72 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $305k | 347.00 | 879.01 |
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| Citigroup Com New (C) | 0.0 | $290k | +5% | 2.5k | 116.68 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $282k | 2.4k | 116.10 |
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| Lowe's Companies (LOW) | 0.0 | $278k | 1.2k | 241.25 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $274k | 570.00 | 480.41 |
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| Boeing Company (BA) | 0.0 | $274k | 1.3k | 217.20 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $273k | 5.6k | 48.32 |
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| Chubb (CB) | 0.0 | $266k | +6% | 853.00 | 312.15 |
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| Humana (HUM) | 0.0 | $266k | +21% | 1.0k | 256.14 |
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| Welltower Inc Com reit (WELL) | 0.0 | $265k | 1.4k | 185.61 |
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| Kla Corp Com New (KLAC) | 0.0 | $265k | 218.00 | 1215.08 |
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| CVS Caremark Corporation (CVS) | 0.0 | $254k | -5% | 3.2k | 79.36 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $253k | +17% | 8.5k | 29.89 |
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| McKesson Corporation (MCK) | 0.0 | $251k | -2% | 306.00 | 820.30 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $250k | -26% | 668.00 | 373.44 |
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| S&p Global (SPGI) | 0.0 | $248k | -4% | 475.00 | 522.59 |
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| Progressive Corporation (PGR) | 0.0 | $247k | -3% | 1.1k | 227.72 |
|
| Ameriprise Financial (AMP) | 0.0 | $244k | -2% | 497.00 | 490.36 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $242k | -4% | 1.8k | 131.03 |
|
| MercadoLibre (MELI) | 0.0 | $242k | 120.00 | 2014.60 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $241k | -14% | 609.00 | 396.31 |
|
| Tapestry (TPR) | 0.0 | $241k | +3% | 1.9k | 127.77 |
|
| RBB Us Trsry 6 Mnth (XBIL) | 0.0 | $237k | -39% | 4.7k | 50.07 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $235k | -9% | 1.2k | 191.60 |
|
| Travelers Companies (TRV) | 0.0 | $233k | 802.00 | 290.12 |
|
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.0 | $233k | NEW | 2.0k | 115.10 |
|
| General Motors Company (GM) | 0.0 | $231k | -22% | 2.8k | 81.32 |
|
| Booking Holdings (BKNG) | 0.0 | $225k | +7% | 42.00 | 5355.33 |
|
| Waste Management (WM) | 0.0 | $217k | 987.00 | 219.75 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $210k | 940.00 | 223.23 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $210k | 1.6k | 131.59 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $209k | 2.2k | 95.08 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $208k | 2.2k | 96.88 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $206k | +100% | 1.4k | 143.98 |
|
| Hartford Financial Services (HIG) | 0.0 | $206k | NEW | 1.5k | 137.81 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $202k | NEW | 966.00 | 209.07 |
|
| Union Pacific Corporation (UNP) | 0.0 | $202k | 871.00 | 231.39 |
|
|
| Southern Company (SO) | 0.0 | $201k | -9% | 2.3k | 87.21 |
|
| 3M Company (MMM) | 0.0 | $201k | NEW | 1.3k | 160.16 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $201k | -25% | 2.0k | 99.92 |
|
| Blend Labs Cl A (BLND) | 0.0 | $95k | 31k | 3.04 |
|
|
| Transocean Registered Shs (RIG) | 0.0 | $52k | +3% | 13k | 4.13 |
|
| W&T Offshore (WTI) | 0.0 | $19k | +2% | 12k | 1.63 |
|
Past Filings by Revolve Wealth Partners
SEC 13F filings are viewable for Revolve Wealth Partners going back to 2021
- Revolve Wealth Partners 2025 Q4 filed Jan. 20, 2026
- Revolve Wealth Partners 2025 Q3 filed Oct. 14, 2025
- Revolve Wealth Partners 2025 Q2 filed July 28, 2025
- Revolve Wealth Partners 2025 Q1 filed April 14, 2025
- Revolve Wealth Partners 2024 Q4 restated filed March 19, 2025
- Revolve Wealth Partners 2024 Q4 filed Jan. 22, 2025
- 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