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, QMOM, ITAN, and represent 30.28% of Revolve Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$6.4M), DFAU (+$6.3M), TBIL, JMST, AAUA, DFAI, VO, AVUS, VTI, SPY.
- Started 128 new stock positions in JBI, SFY, WLY, GLW, SNDK, PNFP, MRVL, JCI, DAL, FTNT.
- Reduced shares in these 10 stocks: Honeywell International, UBER, VOO, NYF, NOC, , KR, LMT, , NULG.
- Sold out of its positions in CMCSA, COP, Honeywell International, NYF, KR, LMT, NOC.
- Revolve Wealth Partners was a net buyer of stock by $125M.
- Revolve Wealth Partners has $965M in assets under management (AUM), dropping by 25.33%.
- Central Index Key (CIK): 0001808992
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Portfolio Holdings for Revolve Wealth Partners
Revolve Wealth Partners holds 350 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 13.9 | $134M | 362k | 370.04 |
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| Ishares Tr Core Msci Eafe (IEFA) | 5.3 | $51M | 533k | 96.58 |
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| Ea Series Trust Intl Quan Value (IVAL) | 4.5 | $43M | +2% | 1.3M | 34.07 |
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| Ea Series Trust Us Quan Momentum (QMOM) | 3.4 | $32M | 412k | 78.73 |
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| Ea Series Trust Spar Int Val Etf (ITAN) | 3.2 | $31M | +2% | 747k | 41.83 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.1 | $30M | +2% | 1.1M | 27.70 |
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| Cambria Etf Tr Shshld Yield Etf (SYLD) | 3.1 | $30M | +2% | 374k | 79.09 |
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| Spdr Series Trust St Nuve High Etf (HYMB) | 3.0 | $29M | +4% | 1.1M | 25.44 |
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| Apple (AAPL) | 2.1 | $21M | +5% | 71k | 289.36 |
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| Spdr Series Trust St Str Nuvee Etf (TFI) | 2.1 | $21M | +2% | 449k | 45.80 |
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| Wisdomtree Tr Intl Qulty Div (IQDG) | 2.0 | $20M | +4% | 454k | 43.08 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 2.0 | $19M | 198k | 96.32 |
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| Dimensional Etf Trust Core Fixe In Etf (DFCF) | 1.9 | $19M | +2% | 443k | 42.21 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.8 | $18M | +2% | 757k | 23.13 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.7 | $16M | +3% | 130k | 124.76 |
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| NVIDIA Corporation Call Option (NVDA) | 1.7 | $16M | +11% | 80k | 200.09 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 1.6 | $15M | 300k | 51.51 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.6 | $15M | +14% | 21k | 748.87 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.5 | $14M | 422k | 33.84 |
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| Ishares Tr National Mun Etf (MUB) | 1.4 | $13M | +9% | 123k | 107.62 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.3 | $12M | 412k | 29.43 |
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| Microsoft Corporation (MSFT) | 1.1 | $10M | +10% | 28k | 373.01 |
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| RBB F/m Us Treasury (TBIL) | 1.0 | $9.7M | +47% | 194k | 49.86 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $9.3M | 130k | 71.25 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $7.7M | +500% | 90k | 86.14 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $6.8M | +44% | 9.1k | 746.75 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $6.7M | +3% | 19k | 357.37 |
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| Amazon (AMZN) | 0.7 | $6.6M | +14% | 28k | 238.34 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.7 | $6.3M | NEW | 123k | 51.69 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.6 | $6.3M | 50k | 124.42 |
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| Invesco Exch Traded Fd Tr Ii Bloo En Ange Etf (IFLN) | 0.6 | $5.9M | 320k | 18.29 |
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| Meta Platforms Cl A (META) | 0.6 | $5.8M | +14% | 10k | 563.30 |
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| Micron Technology (MU) | 0.6 | $5.4M | +9% | 4.7k | 1154.30 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.6 | $5.4M | +114% | 105k | 51.00 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $5.1M | 60k | 85.49 |
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| Broadcom (AVGO) | 0.5 | $5.1M | +33% | 13k | 377.74 |
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| Advanced Micro Devices (AMD) | 0.5 | $4.8M | +5% | 8.2k | 580.92 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $4.7M | +30% | 13k | 353.33 |
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| Amgen (AMGN) | 0.5 | $4.7M | -2% | 13k | 362.11 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $4.4M | +6% | 14k | 327.33 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.5 | $4.4M | +114% | 34k | 128.08 |
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| Visa Com Cl A Put Option (V) | 0.5 | $4.4M | +9% | 13k | 343.09 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $3.7M | +8% | 5.1k | 736.40 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $3.6M | -7% | 5.2k | 686.86 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $3.6M | +3% | 7.1k | 500.37 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $3.5M | -2% | 94k | 36.87 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $3.2M | +299% | 40k | 80.57 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $3.2M | 88k | 36.13 |
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| Johnson & Johnson (JNJ) | 0.3 | $3.1M | +53% | 12k | 253.98 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.3 | $3.1M | +4% | 26k | 117.09 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $3.0M | 95k | 31.71 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $2.9M | 9.7k | 300.45 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $2.9M | -2% | 37k | 76.55 |
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| Compass Cl A (COMP) | 0.3 | $2.8M | 230k | 12.33 |
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| Dimensional Etf Trust International (DFSI) | 0.3 | $2.8M | -2% | 62k | 45.10 |
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| Tesla Motors (TSLA) | 0.3 | $2.7M | 6.3k | 420.60 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $2.6M | 18k | 148.31 |
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| Ishares Tr Core Msci Total (IXUS) | 0.3 | $2.6M | 27k | 95.44 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.3 | $2.6M | 3.6k | 703.34 |
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| Ea Series Trust Alpha Architect (AAUA) | 0.3 | $2.5M | NEW | 45k | 56.92 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.3 | $2.5M | -5% | 21k | 117.06 |
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| Ishares Tr Esg Msci Kld Etf (DSI) | 0.3 | $2.4M | -3% | 17k | 142.39 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $2.4M | 7.9k | 303.11 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $2.4M | NEW | 58k | 41.25 |
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| UnitedHealth (UNH) | 0.2 | $2.2M | +3% | 5.4k | 415.63 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.2 | $2.2M | 45k | 49.99 |
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| Cisco Systems (CSCO) | 0.2 | $2.2M | +84% | 18k | 117.46 |
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| Eli Lilly & Co. (LLY) | 0.2 | $2.1M | +11% | 1.8k | 1199.47 |
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| Abbvie (ABBV) | 0.2 | $2.0M | +2% | 8.0k | 251.66 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.0M | +264% | 16k | 124.17 |
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| Ea Series Trust Alpha Architect (AAEQ) | 0.2 | $2.0M | 37k | 53.19 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $2.0M | 25k | 77.11 |
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| Applied Materials (AMAT) | 0.2 | $2.0M | +100% | 2.7k | 723.00 |
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| Toll Brothers (TOL) | 0.2 | $1.9M | 12k | 164.75 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.9M | NEW | 8.0k | 242.44 |
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| Dimensional Etf Trust Us Small Cap Etf (DFSV) | 0.2 | $1.9M | +51% | 49k | 38.79 |
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| Colgate-Palmolive Company (CL) | 0.2 | $1.8M | +37% | 19k | 91.68 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.7M | 3.3k | 513.65 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.7M | +10% | 13k | 136.72 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.2 | $1.7M | 32k | 52.12 |
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| American Centy Etf Tr Avan Re Intl Etf (AVSD) | 0.2 | $1.6M | -2% | 20k | 79.89 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.6M | +38% | 14k | 113.26 |
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| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.2 | $1.5M | NEW | 34k | 44.36 |
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| Goldman Sachs (GS) | 0.2 | $1.5M | +79% | 1.5k | 1011.46 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $1.5M | 7.6k | 197.59 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.2 | $1.5M | -2% | 18k | 84.60 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.5M | NEW | 6.8k | 212.78 |
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| Ea Series Trust Alpha Architect (AAUS) | 0.1 | $1.4M | 23k | 59.74 |
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| Delta Air Lines Com New (DAL) | 0.1 | $1.4M | NEW | 15k | 93.66 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.3M | +32% | 7.1k | 189.74 |
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| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.1 | $1.3M | 29k | 43.49 |
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| Citigroup Com New (C) | 0.1 | $1.2M | +246% | 8.8k | 139.96 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.2M | +3% | 3.3k | 373.75 |
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| Chevron Corporation (CVX) | 0.1 | $1.2M | +74% | 7.3k | 165.76 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.2M | 1.3k | 935.69 |
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| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.1 | $1.2M | 25k | 46.96 |
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| Bank of America Corporation (BAC) | 0.1 | $1.2M | +33% | 20k | 56.98 |
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| Home Depot (HD) | 0.1 | $1.2M | +41% | 3.3k | 352.66 |
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| SYNNEX Corporation (SNX) | 0.1 | $1.1M | NEW | 4.2k | 267.34 |
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| EOG Resources (EOG) | 0.1 | $1.1M | NEW | 8.6k | 129.73 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.1M | +381% | 2.9k | 368.38 |
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| McDonald's Corporation (MCD) | 0.1 | $1.0M | +208% | 3.9k | 270.31 |
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| Valley National Ban (VLY) | 0.1 | $1.0M | NEW | 69k | 14.65 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.0M | -2% | 6.9k | 146.41 |
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| Intel Corporation (INTC) | 0.1 | $982k | +31% | 7.0k | 139.63 |
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| Oracle Corporation (ORCL) | 0.1 | $975k | +33% | 6.7k | 146.54 |
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| Williams Companies (WMB) | 0.1 | $972k | +332% | 13k | 74.34 |
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| PNC Financial Services (PNC) | 0.1 | $970k | NEW | 3.9k | 246.20 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $970k | -8% | 31k | 31.10 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $961k | 5.8k | 164.60 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $960k | -5% | 19k | 50.58 |
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| BorgWarner (BWA) | 0.1 | $956k | NEW | 14k | 66.40 |
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| Eaton Corp SHS (ETN) | 0.1 | $949k | +127% | 2.2k | 426.12 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $927k | +10% | 2.1k | 433.31 |
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| Us Foods Hldg Corp call (USFD) | 0.1 | $927k | NEW | 9.1k | 102.25 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $926k | -2% | 16k | 59.69 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $909k | 3.8k | 236.62 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $900k | 2.9k | 306.26 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $897k | NEW | 929.00 | 965.00 |
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| Ge Vernova (GEV) | 0.1 | $882k | +8% | 751.00 | 1174.87 |
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| Columbia Banking System (COLB) | 0.1 | $862k | NEW | 27k | 32.05 |
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| Caterpillar (CAT) | 0.1 | $859k | +3% | 806.00 | 1065.46 |
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| Procter & Gamble Company (PG) | 0.1 | $842k | +2% | 5.7k | 146.63 |
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| Ametek (AME) | 0.1 | $827k | NEW | 3.4k | 241.94 |
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| Shell Spon Ads (SHEL) | 0.1 | $822k | NEW | 11k | 77.54 |
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| CSX Corporation (CSX) | 0.1 | $820k | -6% | 17k | 47.53 |
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| International Business Machines (IBM) | 0.1 | $819k | +29% | 2.9k | 281.22 |
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| Clean Harbors (CLH) | 0.1 | $817k | NEW | 2.7k | 298.75 |
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| Analog Devices (ADI) | 0.1 | $809k | +3% | 2.0k | 397.17 |
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| Linde SHS (LIN) | 0.1 | $802k | +84% | 1.5k | 518.94 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $798k | +2% | 2.5k | 317.55 |
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| Netflix (NFLX) | 0.1 | $796k | 11k | 71.40 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $791k | 12k | 68.41 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $789k | +110% | 8.6k | 91.21 |
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| Cardinal Health (CAH) | 0.1 | $784k | NEW | 3.3k | 237.56 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $784k | NEW | 1.6k | 477.57 |
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| Abbott Laboratories (ABT) | 0.1 | $775k | +124% | 8.5k | 90.74 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $769k | +102% | 8.6k | 89.20 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $763k | 7.3k | 103.88 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $751k | 6.4k | 116.67 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $750k | NEW | 377.00 | 1989.44 |
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| Coca-Cola Company (KO) | 0.1 | $748k | +6% | 9.2k | 81.27 |
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| CVS Caremark Corporation (CVS) | 0.1 | $734k | +127% | 7.1k | 103.45 |
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| Chubb (CB) | 0.1 | $733k | +151% | 2.2k | 340.77 |
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| Merck & Co (MRK) | 0.1 | $729k | +6% | 5.7k | 128.50 |
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| Kla Corp Com New (KLAC) | 0.1 | $725k | +948% | 2.4k | 301.71 |
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| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.1 | $717k | 9.5k | 75.64 |
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| Amphenol Corp Cl A (APH) | 0.1 | $717k | +6% | 4.1k | 176.32 |
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| Union Pacific Corporation (UNP) | 0.1 | $708k | +189% | 2.6k | 272.04 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $699k | -11% | 13k | 52.76 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.1 | $698k | NEW | 6.9k | 100.66 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.1 | $694k | -4% | 12k | 55.77 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $693k | -6% | 1.7k | 397.68 |
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| Gilead Sciences (GILD) | 0.1 | $691k | +52% | 5.5k | 126.33 |
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| Spdr Series Trust St Str P400mid (SPMD) | 0.1 | $687k | 10k | 67.56 |
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| Atmos Energy Corporation (ATO) | 0.1 | $683k | NEW | 4.0k | 172.27 |
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| Raymond James Financial (RJF) | 0.1 | $682k | +115% | 4.5k | 152.03 |
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| American Express Company (AXP) | 0.1 | $664k | +26% | 2.0k | 338.26 |
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| Nextera Energy (NEE) | 0.1 | $661k | +56% | 7.5k | 87.77 |
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| Rockwell Automation (ROK) | 0.1 | $651k | +5% | 1.3k | 495.01 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $639k | +3% | 5.4k | 117.67 |
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| MercadoLibre (MELI) | 0.1 | $638k | NEW | 376.00 | 1697.39 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $636k | 12k | 54.03 |
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| Curtiss-Wright (CW) | 0.1 | $631k | NEW | 832.00 | 757.76 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $628k | 6.3k | 98.98 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $618k | 2.1k | 290.62 |
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| Murphy Usa (MUSA) | 0.1 | $611k | NEW | 1.1k | 538.87 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $611k | 7.4k | 82.85 |
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| Element Solutions (ESI) | 0.1 | $591k | NEW | 12k | 47.75 |
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| Avery Dennison Corporation (AVY) | 0.1 | $591k | NEW | 3.6k | 162.34 |
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| Flowserve Corporation (FLS) | 0.1 | $590k | NEW | 8.0k | 74.16 |
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| Carlisle Companies (CSL) | 0.1 | $587k | NEW | 1.6k | 362.75 |
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| Air Products & Chemicals (APD) | 0.1 | $585k | 2.0k | 293.19 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $563k | NEW | 14k | 40.21 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $547k | NEW | 2.1k | 263.26 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $544k | 19k | 28.96 |
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| Target Corporation (TGT) | 0.1 | $543k | NEW | 4.2k | 130.62 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $537k | -8% | 2.5k | 217.93 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $528k | 5.0k | 106.47 |
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| Lennar Corp Cl A (LEN) | 0.1 | $522k | -5% | 5.8k | 90.49 |
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| Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) | 0.1 | $518k | 14k | 37.58 |
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| ESCO Technologies (ESE) | 0.1 | $515k | NEW | 1.5k | 350.04 |
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| Wells Fargo & Company (WFC) | 0.1 | $514k | +26% | 6.2k | 82.64 |
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| IDEXX Laboratories (IDXX) | 0.1 | $507k | +7% | 963.00 | 526.44 |
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| Canadian Natl Ry (CNI) | 0.1 | $502k | NEW | 4.2k | 119.24 |
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| Servicenow (NOW) | 0.1 | $494k | +15% | 5.0k | 99.28 |
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| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 0.1 | $487k | -4% | 18k | 27.88 |
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| Saia (SAIA) | 0.1 | $485k | NEW | 1.2k | 421.16 |
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| Philip Morris International (PM) | 0.0 | $481k | +5% | 2.7k | 180.93 |
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| Ralph Lauren Corp Cl A (RL) | 0.0 | $479k | NEW | 1.2k | 401.41 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $475k | 1.1k | 426.22 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $471k | +52% | 1.6k | 298.07 |
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| Sandisk Corp (SNDK) | 0.0 | $468k | NEW | 206.00 | 2273.73 |
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| Pinnacle Finl Partners (PNFP) | 0.0 | $465k | NEW | 4.6k | 100.88 |
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| Walt Disney Company (DIS) | 0.0 | $465k | +7% | 4.8k | 96.26 |
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| TJX Companies (TJX) | 0.0 | $463k | +17% | 3.1k | 151.50 |
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| Palo Alto Networks (PANW) | 0.0 | $462k | NEW | 1.4k | 341.02 |
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| Omega Healthcare Investors (OHI) | 0.0 | $461k | NEW | 9.7k | 47.68 |
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| Qnity Electronics Common Stock (Q) | 0.0 | $461k | NEW | 2.8k | 163.31 |
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| Standex Int'l (SXI) | 0.0 | $458k | NEW | 1.3k | 357.67 |
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| Consolidated Edison (ED) | 0.0 | $456k | +6% | 4.1k | 110.64 |
|
| Morgan Stanley Com New (MS) | 0.0 | $450k | +7% | 2.2k | 209.07 |
|
| Honeywell International (HON) | 0.0 | $444k | NEW | 2.0k | 223.92 |
|
| Humana (HUM) | 0.0 | $442k | NEW | 1.1k | 397.26 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $440k | +4% | 2.6k | 169.88 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $439k | +2% | 851.00 | 515.23 |
|
| Plexus (PLXS) | 0.0 | $435k | NEW | 1.4k | 300.67 |
|
| Waste Connections (WCN) | 0.0 | $433k | NEW | 2.6k | 166.69 |
|
| Honeywell Aerospace (HONA) | 0.0 | $431k | NEW | 1.9k | 221.08 |
|
| Martin Marietta Materials (MLM) | 0.0 | $430k | NEW | 745.00 | 576.70 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $429k | +8% | 3.4k | 126.57 |
|
| Glacier Ban (GBCI) | 0.0 | $424k | NEW | 8.2k | 51.58 |
|
| Franco-Nevada Corporation (FNV) | 0.0 | $422k | NEW | 2.0k | 208.44 |
|
| Dex (DXCM) | 0.0 | $421k | 6.3k | 67.35 |
|
|
| Primo Brands Corporation Class A Com Shs (PRMB) | 0.0 | $419k | NEW | 17k | 24.44 |
|
| Marvell Technology (MRVL) | 0.0 | $413k | NEW | 1.4k | 297.94 |
|
| Oneok (OKE) | 0.0 | $410k | -14% | 4.7k | 86.94 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $410k | 8.3k | 49.18 |
|
|
| Capital One Financial (COF) | 0.0 | $404k | +3% | 2.0k | 200.63 |
|
| Spdr Index Shs Fds St Str Eu 50 Etf (FEZ) | 0.0 | $402k | NEW | 5.9k | 68.68 |
|
| Advanced Energy Industries (AEIS) | 0.0 | $401k | NEW | 1.1k | 372.87 |
|
| Booking Holdings (BKNG) | 0.0 | $400k | NEW | 2.2k | 178.24 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $398k | +7% | 2.8k | 144.62 |
|
| Emerson Electric (EMR) | 0.0 | $398k | +20% | 2.8k | 143.15 |
|
| Qualcomm (QCOM) | 0.0 | $396k | +10% | 2.1k | 184.76 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $392k | 1.1k | 344.04 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $384k | NEW | 1.2k | 331.69 |
|
| Twilio Cl A (TWLO) | 0.0 | $381k | NEW | 1.8k | 206.33 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.0 | $380k | NEW | 3.4k | 110.34 |
|
| Verisk Analytics (VRSK) | 0.0 | $375k | NEW | 2.1k | 179.53 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $372k | NEW | 2.2k | 166.68 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $371k | 3.4k | 110.32 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $370k | 378.00 | 978.19 |
|
|
| Verizon Communications (VZ) | 0.0 | $369k | 8.7k | 42.34 |
|
|
| Pepsi (PEP) | 0.0 | $367k | 2.7k | 135.39 |
|
|
| Mettler-Toledo International (MTD) | 0.0 | $367k | 287.00 | 1277.51 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $366k | NEW | 8.6k | 42.59 |
|
| Western Digital (WDC) | 0.0 | $365k | NEW | 572.00 | 638.72 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $364k | 8.0k | 45.52 |
|
|
| Extra Space Storage (EXR) | 0.0 | $359k | NEW | 2.5k | 145.32 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $358k | +17% | 685.00 | 522.64 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $357k | +44% | 1.7k | 205.02 |
|
| Brink's Company (BCO) | 0.0 | $354k | NEW | 3.8k | 94.49 |
|
| salesforce (CRM) | 0.0 | $353k | +42% | 2.3k | 156.66 |
|
| Danaher Corporation (DHR) | 0.0 | $352k | -3% | 1.8k | 190.48 |
|
| United Bankshares (UBSI) | 0.0 | $351k | NEW | 7.7k | 45.83 |
|
| Arcosa (ACA) | 0.0 | $351k | NEW | 2.4k | 145.29 |
|
| At&t (T) | 0.0 | $348k | -8% | 17k | 20.70 |
|
| CRH Ord (CRH) | 0.0 | $339k | NEW | 3.2k | 107.00 |
|
| NetApp (NTAP) | 0.0 | $339k | NEW | 2.2k | 154.77 |
|
| Blackrock (BLK) | 0.0 | $337k | +6% | 350.00 | 961.82 |
|
| Hershey Company (HSY) | 0.0 | $336k | NEW | 1.9k | 175.45 |
|
| General Dynamics Corporation (GD) | 0.0 | $331k | +10% | 933.00 | 354.24 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $320k | NEW | 2.4k | 132.83 |
|
| Stryker Corporation (SYK) | 0.0 | $320k | NEW | 1.0k | 314.84 |
|
| Public Service Enterprise (PEG) | 0.0 | $318k | 3.9k | 81.16 |
|
|
| Corning Incorporated (GLW) | 0.0 | $316k | NEW | 1.2k | 255.44 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $316k | +3% | 1.4k | 226.97 |
|
| Boeing Company (BA) | 0.0 | $315k | +10% | 1.5k | 216.52 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $314k | 1.7k | 188.14 |
|
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $312k | NEW | 6.2k | 50.58 |
|
| Ferrari Nv Ord (RACE) | 0.0 | $307k | NEW | 824.00 | 372.29 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $303k | -6% | 8.7k | 34.81 |
|
| CVB Financial (CVBF) | 0.0 | $303k | NEW | 13k | 22.55 |
|
| Tapestry (TPR) | 0.0 | $302k | +2% | 2.1k | 146.38 |
|
| Pfizer (PFE) | 0.0 | $302k | +9% | 13k | 24.08 |
|
| Construction Partners Com Cl A (ROAD) | 0.0 | $302k | NEW | 2.5k | 118.77 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $301k | NEW | 3.5k | 87.22 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $300k | NEW | 2.1k | 146.11 |
|
| Old National Ban (ONB) | 0.0 | $299k | NEW | 12k | 25.90 |
|
| Illinois Tool Works (ITW) | 0.0 | $297k | NEW | 1.1k | 270.52 |
|
| Progressive Corporation (PGR) | 0.0 | $296k | +16% | 1.4k | 218.45 |
|
| Cadence Design Systems (CDNS) | 0.0 | $292k | NEW | 779.00 | 375.32 |
|
| Rayonier (RYN) | 0.0 | $292k | NEW | 14k | 21.28 |
|
| Dell Technologies CL C (DELL) | 0.0 | $290k | NEW | 671.00 | 431.46 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $288k | 3.8k | 75.51 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $282k | NEW | 1.9k | 151.33 |
|
| McKesson Corporation (MCK) | 0.0 | $281k | +4% | 372.00 | 755.62 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $280k | NEW | 2.9k | 96.48 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $277k | 553.00 | 500.94 |
|
|
| Travelers Companies (TRV) | 0.0 | $274k | +19% | 831.00 | 330.22 |
|
| Allstate Corporation (ALL) | 0.0 | $274k | +14% | 1.2k | 237.97 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $273k | -18% | 3.7k | 73.41 |
|
| Intuit (INTU) | 0.0 | $271k | +22% | 1.0k | 261.00 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $269k | 656.00 | 409.50 |
|
|
| Keysight Technologies (KEYS) | 0.0 | $267k | NEW | 763.00 | 350.07 |
|
| Southern Company (SO) | 0.0 | $265k | +9% | 2.8k | 95.72 |
|
| Ross Stores (ROST) | 0.0 | $264k | +19% | 1.2k | 212.85 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $263k | +2% | 190.00 | 1382.36 |
|
| Ishares Msci Switzerland (EWL) | 0.0 | $261k | NEW | 4.1k | 62.85 |
|
| Carrier Global Corporation (CARR) | 0.0 | $258k | NEW | 3.5k | 73.35 |
|
| Astrazeneca Ord (AZN) | 0.0 | $254k | NEW | 1.3k | 189.62 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $248k | NEW | 6.0k | 41.43 |
|
| Installed Bldg Prods (IBP) | 0.0 | $246k | NEW | 1.1k | 229.84 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $244k | NEW | 1.3k | 190.54 |
|
| Quanta Services (PWR) | 0.0 | $244k | NEW | 339.00 | 720.04 |
|
| Waste Management (WM) | 0.0 | $244k | 1.1k | 222.94 |
|
|
| Cummins (CMI) | 0.0 | $243k | NEW | 341.00 | 713.37 |
|
| Wp Carey (WPC) | 0.0 | $243k | NEW | 3.4k | 71.51 |
|
| ICU Medical, Incorporated (ICUI) | 0.0 | $243k | NEW | 1.7k | 146.60 |
|
| Ameriprise Financial (AMP) | 0.0 | $243k | +4% | 529.00 | 458.79 |
|
| Trane Technologies SHS (TT) | 0.0 | $243k | NEW | 494.00 | 491.16 |
|
| Altria (MO) | 0.0 | $242k | -5% | 3.4k | 71.94 |
|
| Insulet Corporation (PODD) | 0.0 | $242k | 1.6k | 152.25 |
|
|
| RBB Us Trsry 6 Mnth (XBIL) | 0.0 | $240k | 4.8k | 50.00 |
|
|
| Wiley John & Sons Cl A (WLY) | 0.0 | $239k | NEW | 4.9k | 48.51 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $238k | NEW | 966.00 | 246.15 |
|
| Lowe's Companies (LOW) | 0.0 | $237k | -8% | 1.1k | 220.40 |
|
| Littelfuse (LFUS) | 0.0 | $235k | NEW | 515.00 | 455.33 |
|
| General Motors Company (GM) | 0.0 | $234k | +3% | 3.0k | 77.09 |
|
| DTE Energy Company (DTE) | 0.0 | $232k | +8% | 1.5k | 152.39 |
|
| Deere & Company (DE) | 0.0 | $231k | NEW | 364.00 | 634.41 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $230k | +3% | 4.0k | 57.62 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $228k | NEW | 2.4k | 96.44 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $226k | NEW | 17k | 13.36 |
|
| Starbucks Corporation (SBUX) | 0.0 | $224k | NEW | 2.2k | 102.19 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $223k | NEW | 2.7k | 82.87 |
|
| Haemonetics Corporation (HAE) | 0.0 | $223k | NEW | 3.0k | 75.00 |
|
| Independent Bank (INDB) | 0.0 | $221k | NEW | 2.6k | 83.72 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $220k | 2.1k | 102.81 |
|
|
| Origin Bancorp (OBK) | 0.0 | $219k | NEW | 4.3k | 51.15 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $218k | -14% | 1.9k | 114.18 |
|
| 3M Company (MMM) | 0.0 | $217k | NEW | 1.3k | 161.89 |
|
| Tidal Trust I Sofi Select 500 (SFY) | 0.0 | $217k | NEW | 1.5k | 148.87 |
|
| Entergy Corporation (ETR) | 0.0 | $216k | NEW | 1.9k | 114.84 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $216k | NEW | 5.3k | 40.68 |
|
| eBay (EBAY) | 0.0 | $214k | NEW | 1.9k | 111.76 |
|
| Fortinet (FTNT) | 0.0 | $213k | NEW | 1.4k | 153.62 |
|
| S&p Global (SPGI) | 0.0 | $211k | +9% | 519.00 | 407.26 |
|
| Uber Technologies (UBER) | 0.0 | $211k | -63% | 2.9k | 72.16 |
|
| Magnolia Oil & Gas Corp Cl A (MGY) | 0.0 | $210k | NEW | 8.2k | 25.58 |
|
| Casella Waste Sys Cl A (CWST) | 0.0 | $210k | NEW | 2.2k | 96.97 |
|
| Hartford Financial Services (HIG) | 0.0 | $207k | +3% | 1.6k | 132.53 |
|
| Belden (BDC) | 0.0 | $206k | NEW | 1.7k | 119.91 |
|
| ePlus (PLUS) | 0.0 | $206k | NEW | 2.5k | 83.23 |
|
| Lakeland Financial Corporation (LKFN) | 0.0 | $206k | NEW | 3.3k | 61.72 |
|
| Edwards Lifesciences (EW) | 0.0 | $206k | NEW | 2.3k | 90.46 |
|
| Textron (TXT) | 0.0 | $205k | NEW | 2.2k | 91.73 |
|
| Dorman Products (DORM) | 0.0 | $204k | NEW | 1.5k | 136.45 |
|
| Modine Manufacturing (MOD) | 0.0 | $202k | NEW | 758.00 | 267.02 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $201k | 1.1k | 177.47 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $200k | 2.2k | 92.28 |
|
|
| Comfort Systems USA (FIX) | 0.0 | $200k | NEW | 101.00 | 1981.95 |
|
| Adc Therapeutics Sa SHS (ADCT) | 0.0 | $107k | NEW | 100k | 1.07 |
|
| Janus International Group In Common Stock (JBI) | 0.0 | $70k | NEW | 13k | 5.55 |
|
| Transocean Registered Shs (RIG) | 0.0 | $62k | 13k | 4.89 |
|
|
| Eledon Pharmaceuticals (ELDN) | 0.0 | $56k | 14k | 3.94 |
|
|
| Blend Labs Cl A (BLND) | 0.0 | $54k | 32k | 1.71 |
|
|
| W&T Offshore (WTI) | 0.0 | $32k | 10k | 3.15 |
|
|
| T3 Defense Com New (DFNS) | 0.0 | $2.5k | NEW | 15k | 0.17 |
|
Past Filings by Revolve Wealth Partners
SEC 13F filings are viewable for Revolve Wealth Partners going back to 2021
- Revolve Wealth Partners 2026 Q2 filed July 9, 2026
- Revolve Wealth Partners 2026 Q1 filed April 13, 2026
- 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