Revolve Wealth Partners
Latest statistics and disclosures from Revolve Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IVAL, IEFA, TBIL, HYMB, and represent 34.85% of Revolve Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: TBIL (+$23M), IEFA (+$11M), IQDG, TFI, IVAL, HYMB, VTI, SCHZ, QMOM, UNH.
- Started 21 new stock positions in UFIV, DFSI, GD, UTWO, ABT, ADI, GE, NOVT, AVSD, QCOM. AXP, UTRE, IJJ, NEE, UNP, TBIL, LULU, VTV, DIA, DMXF, NULV.
- Reduced shares in these 10 stocks: TSLA, EFG, SCHF, EQIX, MSFT, V, Guggenheim Bulletshrs 2023 Corp Bd Etf, VTEB, VO, IVV.
- Sold out of its positions in T, EMR, EQIX, F, Guggenheim Bulletshrs 2023 Corp Bd Etf, VHT, DNL.
- Revolve Wealth Partners was a net buyer of stock by $40M.
- Revolve Wealth Partners has $519M in assets under management (AUM), dropping by 19.41%.
- Central Index Key (CIK): 0001808992
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Revolve Wealth Partners holds 159 positions in its portfolio as reported in the December 2023 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) | 16.7 | $86M | 364k | 237.22 |
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Ea Series Trust Intl Quan Value (IVAL) | 5.2 | $27M | +7% | 1.1M | 25.05 |
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Ishares Tr Core Msci Eafe (IEFA) | 4.7 | $24M | +82% | 345k | 70.35 |
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RBB Us Treas 3 Mnth (TBIL) | 4.4 | $23M | NEW | 458k | 49.86 |
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Spdr Ser Tr Nuveen Bloomberg (HYMB) | 3.9 | $20M | +9% | 791k | 25.30 |
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Ea Series Trust Us Quan Momentum (QMOM) | 3.4 | $18M | +7% | 355k | 49.86 |
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Cambria Etf Tr Shshld Yield Etf (SYLD) | 3.4 | $18M | +6% | 262k | 67.57 |
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Ea Series Trust Sparkline Intang (ITAN) | 3.3 | $17M | +4% | 646k | 26.69 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.2 | $17M | -13% | 452k | 36.96 |
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Wisdomtree Tr Us Largecap Divd (DLN) | 2.8 | $15M | -2% | 219k | 66.38 |
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 2.8 | $15M | +15% | 308k | 47.00 |
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Schwab Strategic Tr Us Aggregate B (SCHZ) | 2.4 | $13M | +11% | 272k | 46.62 |
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Ishares Tr National Mun Etf (MUB) | 2.3 | $12M | -2% | 112k | 108.41 |
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Apple (AAPL) | 2.3 | $12M | 62k | 192.53 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.9 | $9.9M | 176k | 56.40 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.9 | $9.8M | 118k | 82.96 |
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Wisdomtree Tr Intl Qulty Div (IQDG) | 1.8 | $9.5M | +82% | 261k | 36.27 |
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Ishares Tr Core S&p500 Etf (IVV) | 1.7 | $9.0M | -5% | 19k | 477.63 |
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Microsoft Corporation (MSFT) | 1.7 | $8.9M | -14% | 24k | 376.03 |
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Vaneck Etf Trust High Yld Munietf (HYD) | 1.6 | $8.5M | +10% | 166k | 51.63 |
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American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.6 | $8.3M | +8% | 92k | 89.80 |
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Amazon (AMZN) | 1.2 | $6.2M | 41k | 151.94 |
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Ishares Tr Eafe Grwth Etf (EFG) | 1.0 | $5.4M | -33% | 56k | 96.85 |
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Amgen (AMGN) | 1.0 | $5.0M | 18k | 288.02 |
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Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) | 0.8 | $4.3M | +8% | 238k | 18.13 |
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Vanguard Index Fds Growth Etf (VUG) | 0.8 | $4.3M | +2% | 14k | 310.88 |
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UnitedHealth (UNH) | 0.7 | $3.5M | +41% | 6.6k | 526.43 |
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NVIDIA Corporation (NVDA) | 0.7 | $3.5M | 7.0k | 495.22 |
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.7 | $3.5M | +3% | 60k | 57.96 |
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.6 | $3.1M | -4% | 41k | 75.32 |
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Meta Platforms Cl A (META) | 0.6 | $3.1M | 8.6k | 353.96 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $2.9M | +10% | 60k | 47.90 |
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Visa Com Cl A (V) | 0.5 | $2.8M | -28% | 11k | 260.36 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $2.7M | -17% | 12k | 232.63 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $2.5M | 5.3k | 475.28 |
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Ishares Tr Core Msci Total (IXUS) | 0.5 | $2.5M | +18% | 38k | 64.93 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $2.4M | -4% | 22k | 108.25 |
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.5 | $2.4M | -5% | 51k | 47.24 |
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Colgate-Palmolive Company (CL) | 0.4 | $2.2M | 28k | 79.71 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $2.2M | -4% | 11k | 200.71 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $2.2M | -2% | 7.3k | 303.17 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $2.1M | 27k | 76.13 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $2.0M | -9% | 9.5k | 213.32 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $2.0M | -6% | 7.3k | 277.14 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.4 | $2.0M | 3.9k | 507.38 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.0M | 5.6k | 356.64 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $2.0M | +2% | 14k | 139.69 |
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Mastercard Incorporated Cl A (MA) | 0.4 | $1.9M | -6% | 4.5k | 426.50 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.9M | -13% | 4.7k | 409.55 |
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JPMorgan Chase & Co. (JPM) | 0.4 | $1.9M | 11k | 170.11 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.8M | 4.2k | 436.84 |
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Ishares Tr Eafe Value Etf (EFV) | 0.3 | $1.4M | 28k | 52.10 |
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Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.3M | 9.5k | 140.93 |
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.2 | $1.3M | +39% | 18k | 69.47 |
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Tesla Motors (TSLA) | 0.2 | $1.2M | -69% | 5.0k | 248.47 |
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Ishares Tr Msci Kld400 Soc (DSI) | 0.2 | $1.2M | +45% | 14k | 91.05 |
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Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $1.2M | 24k | 48.72 |
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Advanced Micro Devices (AMD) | 0.2 | $1.1M | 7.2k | 147.42 |
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Johnson & Johnson (JNJ) | 0.2 | $1.0M | 6.6k | 156.75 |
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Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $1.0M | -4% | 7.0k | 145.01 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $947k | -41% | 19k | 51.05 |
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Uber Technologies (UBER) | 0.2 | $937k | 15k | 61.57 |
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Procter & Gamble Company (PG) | 0.2 | $929k | -6% | 6.3k | 146.53 |
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Ishares Tr New York Mun Etf (NYF) | 0.2 | $896k | +3% | 17k | 54.09 |
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Dimensional Etf Trust International (DFSI) | 0.2 | $872k | NEW | 27k | 32.03 |
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Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $831k | 7.9k | 105.43 |
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Home Depot (HD) | 0.2 | $819k | -3% | 2.4k | 346.50 |
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Eli Lilly & Co. (LLY) | 0.1 | $756k | +3% | 1.3k | 582.92 |
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Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $751k | 7.2k | 104.46 |
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Adobe Systems Incorporated (ADBE) | 0.1 | $731k | -2% | 1.2k | 596.60 |
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Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $714k | 6.1k | 116.29 |
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Exxon Mobil Corporation (XOM) | 0.1 | $700k | 7.0k | 99.98 |
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Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.1 | $695k | +35% | 16k | 42.33 |
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Servicenow (NOW) | 0.1 | $665k | -6% | 941.00 | 706.49 |
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.1 | $647k | 31k | 20.89 |
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Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.1 | $646k | 22k | 29.12 |
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Blackstone Group Inc Com Cl A (BX) | 0.1 | $642k | 4.9k | 130.92 |
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Broadcom (AVGO) | 0.1 | $636k | +7% | 570.00 | 1116.41 |
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.1 | $626k | +75% | 16k | 39.10 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $580k | +2% | 5.8k | 99.25 |
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Costco Wholesale Corporation (COST) | 0.1 | $578k | +5% | 876.00 | 660.08 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $574k | -17% | 3.4k | 170.39 |
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Air Products & Chemicals (APD) | 0.1 | $568k | -2% | 2.1k | 273.80 |
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Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.1 | $561k | +49% | 18k | 31.54 |
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McDonald's Corporation (MCD) | 0.1 | $560k | 1.9k | 296.51 |
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Micron Technology (MU) | 0.1 | $553k | 6.5k | 85.34 |
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Pfizer (PFE) | 0.1 | $550k | 19k | 28.79 |
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Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $548k | 2.5k | 219.57 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $543k | 14k | 40.21 |
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $540k | 7.7k | 70.10 |
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $516k | NEW | 14k | 35.91 |
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American Centy Etf Tr Avantis Responsi (AVSD) | 0.1 | $504k | NEW | 9.4k | 53.88 |
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Merck & Co (MRK) | 0.1 | $491k | -8% | 4.5k | 109.01 |
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Ishares Tr Esg Eafe Etf (DMXF) | 0.1 | $488k | NEW | 7.6k | 63.88 |
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salesforce (CRM) | 0.1 | $475k | 1.8k | 263.14 |
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Chevron Corporation (CVX) | 0.1 | $453k | -18% | 3.0k | 149.15 |
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $439k | 22k | 20.45 |
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Coca-Cola Company (KO) | 0.1 | $438k | 7.4k | 58.93 |
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Abbvie (ABBV) | 0.1 | $434k | -8% | 2.8k | 154.97 |
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Bank of America Corporation (BAC) | 0.1 | $432k | 13k | 33.67 |
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Walt Disney Company (DIS) | 0.1 | $426k | +13% | 4.7k | 90.29 |
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Wal-Mart Stores (WMT) | 0.1 | $413k | -12% | 2.6k | 157.66 |
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Comcast Corp Cl A (CMCSA) | 0.1 | $411k | 9.4k | 43.85 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $404k | 7.3k | 55.67 |
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Netflix (NFLX) | 0.1 | $401k | -8% | 823.00 | 486.68 |
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Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $393k | -17% | 14k | 28.88 |
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Intuitive Surgical Com New (ISRG) | 0.1 | $384k | -2% | 1.1k | 337.36 |
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Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $382k | -9% | 5.1k | 75.54 |
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Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $373k | 2.1k | 175.22 |
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Intel Corporation (INTC) | 0.1 | $372k | +3% | 7.4k | 50.25 |
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Oracle Corporation (ORCL) | 0.1 | $364k | +3% | 3.5k | 105.43 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $357k | +4% | 2.9k | 124.97 |
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Pepsi (PEP) | 0.1 | $339k | -4% | 2.0k | 169.88 |
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Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.1 | $333k | 12k | 27.14 |
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Waste Management (WM) | 0.1 | $328k | +20% | 1.8k | 179.11 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $315k | +2% | 774.00 | 406.78 |
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Duke Energy Corp Com New (DUK) | 0.1 | $312k | -9% | 3.2k | 97.04 |
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Honeywell International (HON) | 0.1 | $306k | +32% | 1.5k | 209.72 |
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Boeing Company (BA) | 0.1 | $304k | -17% | 1.2k | 260.74 |
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Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $303k | 1.1k | 273.74 |
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Verizon Communications (VZ) | 0.1 | $295k | 7.8k | 37.70 |
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Gilead Sciences (GILD) | 0.1 | $292k | +3% | 3.6k | 81.00 |
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Kenvue (KVUE) | 0.1 | $291k | -30% | 14k | 21.53 |
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Consolidated Edison (ED) | 0.1 | $281k | -18% | 3.1k | 90.97 |
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $278k | 5.6k | 49.37 |
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RBB Us Treas 3 Yr Nt (UTRE) | 0.1 | $277k | NEW | 5.6k | 49.43 |
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RBB Us Treasy 2 Yr (UTWO) | 0.1 | $276k | NEW | 5.7k | 48.34 |
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Linde SHS (LIN) | 0.1 | $273k | +7% | 665.00 | 410.71 |
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Dex (DXCM) | 0.1 | $266k | -5% | 2.1k | 124.09 |
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Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $265k | -32% | 2.5k | 104.09 |
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Goldman Sachs (GS) | 0.0 | $259k | -7% | 670.00 | 385.78 |
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Vanguard Index Fds Value Etf (VTV) | 0.0 | $257k | NEW | 1.7k | 149.50 |
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Cisco Systems (CSCO) | 0.0 | $255k | -20% | 5.0k | 50.52 |
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Zoetis Cl A (ZTS) | 0.0 | $253k | +5% | 1.3k | 197.37 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $250k | +4% | 712.00 | 350.91 |
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Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $242k | 2.0k | 122.75 |
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International Business Machines (IBM) | 0.0 | $241k | 1.5k | 163.54 |
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CVS Caremark Corporation (CVS) | 0.0 | $239k | -16% | 3.0k | 78.97 |
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Chipotle Mexican Grill (CMG) | 0.0 | $236k | -8% | 103.00 | 2286.96 |
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Raymond James Financial (RJF) | 0.0 | $234k | -2% | 2.1k | 111.50 |
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Union Pacific Corporation (UNP) | 0.0 | $233k | NEW | 949.00 | 245.63 |
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Nextera Energy (NEE) | 0.0 | $230k | NEW | 3.8k | 60.74 |
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American Express Company (AXP) | 0.0 | $228k | NEW | 1.2k | 187.34 |
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $222k | NEW | 588.00 | 376.96 |
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Paypal Holdings (PYPL) | 0.0 | $221k | -64% | 3.6k | 61.41 |
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Qualcomm (QCOM) | 0.0 | $221k | NEW | 1.5k | 144.64 |
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RBB Us Treas 5 Yr Nt (UFIV) | 0.0 | $217k | NEW | 4.4k | 49.21 |
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General Dynamics Corporation (GD) | 0.0 | $216k | NEW | 831.00 | 259.67 |
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General Electric Com New (GE) | 0.0 | $214k | NEW | 1.7k | 127.63 |
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Select Sector Spdr Tr Energy (XLE) | 0.0 | $212k | 2.5k | 83.85 |
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Prologis (PLD) | 0.0 | $209k | -16% | 1.6k | 133.30 |
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Lululemon Athletica (LULU) | 0.0 | $209k | NEW | 408.00 | 511.29 |
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Analog Devices (ADI) | 0.0 | $209k | NEW | 1.1k | 198.56 |
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Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $208k | NEW | 1.8k | 114.04 |
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Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $207k | -7% | 2.6k | 79.22 |
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Novanta (NOVT) | 0.0 | $206k | NEW | 1.2k | 168.41 |
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Abbott Laboratories (ABT) | 0.0 | $203k | NEW | 1.8k | 110.07 |
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Veeva Sys Cl A Com (VEEV) | 0.0 | $202k | -8% | 1.0k | 192.52 |
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Thermo Fisher Scientific (TMO) | 0.0 | $200k | -19% | 378.00 | 530.12 |
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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 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