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, SCHF, and represent 31.64% of Revolve Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: HYD (+$9.7M), MUB (+$6.5M), VTI, SCHF, CBRS, IVAL, IQDG, SCHZ, JMST, IEFA.
- Started 12 new stock positions in GRMN, MPC, ITGR, CBRS, CBZ, TXG, CRWD, MTDR, VRTX, NET. COP, TEAM.
- Reduced shares in these 10 stocks: HYMB (-$6.9M), TFI (-$5.7M), BOXX, TBIL, Dimensional Etf Trust, , AAPL, MDY, QQQ, META.
- Sold out of its positions in AMP, AVY, BJ, BDX, BDC, CDNS, CARR, CWST, FIX, ROAD.
- Revolve Wealth Partners was a net seller of stock by $-7.1M.
- Revolve Wealth Partners has $959M in assets under management (AUM), dropping by -0.66%.
- Central Index Key (CIK): 0001808992
Tip: Access up to 7 years of quarterly data
Positions held by Revolve Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Revolve Wealth Partners
Revolve Wealth Partners holds 315 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 14.4 | $138M | +2% | 370k | 374.24 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 5.5 | $53M | +2% | 545k | 96.88 |
|
| Ea Series Trust Intl Quan Value (IVAL) | 5.0 | $48M | +3% | 1.3M | 36.06 |
|
| Ea Series Trust Spar Int Val Etf (ITAN) | 3.4 | $33M | 753k | 43.58 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.3 | $32M | +7% | 1.2M | 27.47 |
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 3.2 | $31M | 379k | 80.59 |
|
|
| Ea Series Trust Us Quan Momentum (QMOM) | 3.2 | $31M | +2% | 423k | 72.10 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 2.5 | $24M | +67% | 503k | 48.03 |
|
| Apple (AAPL) | 2.4 | $23M | -3% | 69k | 333.02 |
|
| Wisdomtree Tr Intl Qulty Div (IQDG) | 2.2 | $21M | +8% | 495k | 42.56 |
|
| Spdr Series Trust St Nuve High Etf (HYMB) | 2.1 | $20M | -25% | 846k | 23.47 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 2.0 | $19M | 199k | 97.20 |
|
|
| Ishares Tr National Mun Etf (MUB) | 2.0 | $19M | +52% | 187k | 101.10 |
|
| NVIDIA Corporation (NVDA) | 2.0 | $19M | +3% | 82k | 228.38 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.9 | $19M | +10% | 835k | 22.10 |
|
| Dimensional Etf Trust Core Fixe In Etf (DFCF) | 1.9 | $18M | +3% | 459k | 40.12 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.6 | $16M | +2% | 133k | 117.77 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.6 | $15M | -2% | 20k | 765.85 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.6 | $15M | 422k | 35.93 |
|
|
| Microsoft Corporation (MSFT) | 1.4 | $14M | -2% | 27k | 512.90 |
|
| Spdr Series Trust St Str Nuvee Etf (TFI) | 1.4 | $14M | -29% | 315k | 42.77 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.3 | $12M | 411k | 30.00 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $9.3M | 131k | 70.61 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.8 | $8.0M | +14% | 11k | 762.68 |
|
| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.8 | $7.9M | -2% | 88k | 90.11 |
|
| RBB F/m Us Treasury (TBIL) | 0.8 | $7.4M | -23% | 149k | 49.85 |
|
| Amazon (AMZN) | 0.7 | $7.2M | +4% | 29k | 249.15 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.7 | $6.9M | +29% | 136k | 50.56 |
|
| Meta Platforms Cl A (META) | 0.7 | $6.8M | -8% | 9.4k | 725.21 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $6.8M | +5% | 20k | 344.08 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.7 | $6.4M | 123k | 52.36 |
|
|
| Invesco Exch Traded Fd Tr Ii Bloo En Ange Etf (IFLN) | 0.6 | $6.1M | +9% | 350k | 17.44 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.6 | $5.8M | -3% | 49k | 119.83 |
|
| Advanced Micro Devices (AMD) | 0.6 | $5.3M | +5% | 8.7k | 611.77 |
|
| Micron Technology (MU) | 0.5 | $5.2M | +4% | 4.9k | 1065.12 |
|
| Amgen (AMGN) | 0.5 | $5.2M | -4% | 12k | 421.50 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $5.1M | 60k | 84.96 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $4.6M | 14k | 340.73 |
|
|
| Broadcom (AVGO) | 0.5 | $4.4M | -5% | 13k | 351.18 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.5 | $4.4M | 34k | 128.09 |
|
|
| Visa Com Cl A (V) | 0.4 | $4.3M | -6% | 12k | 359.32 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $4.1M | -8% | 12k | 330.84 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $3.9M | +10% | 7.9k | 497.93 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $3.6M | 5.2k | 700.90 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $3.1M | -2% | 92k | 34.02 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $3.0M | 93k | 32.53 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $3.0M | -19% | 4.1k | 739.69 |
|
| Johnson & Johnson (JNJ) | 0.3 | $3.0M | -6% | 11k | 264.75 |
|
| Dimensional Etf Trust International (DFSI) | 0.3 | $2.9M | +5% | 65k | 45.17 |
|
| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.3 | $2.9M | -5% | 37k | 78.42 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $2.8M | -3% | 36k | 79.14 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $2.8M | 86k | 32.63 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $2.7M | 9.7k | 277.89 |
|
|
| Ishares Tr Esg Msci Kld Etf (DSI) | 0.3 | $2.6M | +3% | 18k | 146.18 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.3 | $2.6M | 27k | 94.99 |
|
|
| Ea Series Trust Alpha Architect (AAUA) | 0.3 | $2.5M | -3% | 43k | 58.77 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.3 | $2.5M | +3% | 22k | 113.69 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.3 | $2.4M | 58k | 41.43 |
|
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.2 | $2.4M | 45k | 52.65 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $2.4M | 17k | 136.04 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $2.3M | +10% | 1.9k | 1157.16 |
|
| Tesla Motors (TSLA) | 0.2 | $2.2M | 6.3k | 354.83 |
|
|
| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.2 | $2.1M | -4% | 7.6k | 284.49 |
|
| Abbvie (ABBV) | 0.2 | $2.1M | 7.9k | 261.58 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.0M | 16k | 125.26 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $2.0M | 8.0k | 247.94 |
|
|
| Ea Series Trust Alpha Architect (AAEQ) | 0.2 | $1.9M | -4% | 36k | 54.87 |
|
| UnitedHealth Put Option (UNH) | 0.2 | $1.9M | -3% | 5.2k | 367.08 |
|
| Compass Cl A (COMP) | 0.2 | $1.9M | -7% | 212k | 8.88 |
|
| Cerebras Systems Com Cl A (CBRS) | 0.2 | $1.9M | NEW | 10k | 177.65 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.8M | -2% | 3.3k | 551.40 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.8M | -2% | 25k | 71.95 |
|
| Cisco Systems (CSCO) | 0.2 | $1.8M | -11% | 16k | 107.63 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.2 | $1.7M | +146% | 17k | 100.68 |
|
| American Centy Etf Tr Avan Re Intl Etf (AVSD) | 0.2 | $1.7M | +4% | 21k | 79.66 |
|
| Toll Brothers (TOL) | 0.2 | $1.6M | 12k | 134.75 |
|
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.2 | $1.6M | 33k | 48.52 |
|
|
| Ishares Tr Esg Eafe Etf (DMXF) | 0.2 | $1.6M | +5% | 19k | 84.65 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.2 | $1.5M | -35% | 2.4k | 656.71 |
|
| Dimensional Etf Trust Us Cor Equ 2 Etf | 0.2 | $1.5M | 34k | 44.45 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $1.5M | +24% | 8.0k | 187.06 |
|
| Ea Series Trust Alpha Architect (AAUS) | 0.2 | $1.4M | 23k | 61.64 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.4M | 6.8k | 208.03 |
|
|
| Chevron Corporation (CVX) | 0.1 | $1.4M | -5% | 6.9k | 204.21 |
|
| Vanguard Index Fds Mrngstr Md Cp Va (VOE) | 0.1 | $1.4M | -5% | 7.2k | 195.53 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $1.4M | -15% | 16k | 85.32 |
|
| Goldman Sachs (GS) | 0.1 | $1.4M | 1.5k | 900.43 |
|
|
| Applied Materials (AMAT) | 0.1 | $1.3M | -6% | 2.5k | 511.38 |
|
| Wal-Mart Stores (WMT) | 0.1 | $1.3M | -9% | 12k | 103.92 |
|
| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.1 | $1.2M | 29k | 42.33 |
|
|
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.1 | $1.2M | +4% | 26k | 45.24 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $1.1M | -4% | 1.2k | 910.56 |
|
| Bank of America Corporation (BAC) | 0.1 | $1.1M | -3% | 20k | 54.43 |
|
| Citigroup Com New (C) | 0.1 | $1.0M | -7% | 8.1k | 129.47 |
|
| Delta Air Lines Com New (DAL) | 0.1 | $1.0M | -14% | 13k | 83.46 |
|
| Ge Aerospace Com New (GE) | 0.1 | $1.0M | 3.3k | 312.31 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.0M | -7% | 2.7k | 380.84 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $981k | 31k | 31.47 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $950k | -27% | 5.1k | 185.64 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $944k | 6.9k | 137.68 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $938k | 5.8k | 160.74 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $920k | 16k | 59.31 |
|
|
| SYNNEX Corporation (SNX) | 0.1 | $904k | -16% | 3.5k | 256.85 |
|
| Eaton Corp SHS (ETN) | 0.1 | $894k | -6% | 2.1k | 429.71 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $887k | 3.8k | 233.28 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $886k | -3% | 6.5k | 137.30 |
|
| Valley National Ban (VLY) | 0.1 | $871k | 69k | 12.62 |
|
|
| Servicenow (NOW) | 0.1 | $865k | +29% | 6.5k | 134.01 |
|
| Home Depot (HD) | 0.1 | $858k | -7% | 3.0k | 284.48 |
|
| Merck & Co (MRK) | 0.1 | $852k | +3% | 5.9k | 145.32 |
|
| Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) | 0.1 | $834k | +10% | 15k | 54.89 |
|
| Gilead Sciences (GILD) | 0.1 | $833k | +2% | 5.6k | 149.04 |
|
| EOG Resources (EOG) | 0.1 | $831k | -29% | 6.0k | 137.76 |
|
| Intel Corporation (INTC) | 0.1 | $822k | -2% | 6.8k | 120.23 |
|
| Coca-Cola Company (KO) | 0.1 | $820k | +3% | 9.5k | 86.08 |
|
| Analog Devices (ADI) | 0.1 | $808k | 2.0k | 396.71 |
|
|
| Vanguard Index Fds MRNGSTR MD CP GR (VOT) | 0.1 | $786k | -8% | 2.7k | 292.11 |
|
| Williams Companies (WMB) | 0.1 | $783k | -11% | 12k | 67.97 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $782k | 8.6k | 90.44 |
|
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $777k | 8.6k | 90.11 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $772k | 12k | 66.79 |
|
|
| Shell Spon Ads (SHEL) | 0.1 | $772k | -23% | 8.1k | 95.05 |
|
| PNC Financial Services (PNC) | 0.1 | $769k | -12% | 3.5k | 222.24 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $763k | 7.3k | 103.89 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $755k | -9% | 5.2k | 145.28 |
|
| CSX Corporation (CSX) | 0.1 | $752k | -6% | 16k | 46.51 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $730k | +3% | 2.2k | 328.50 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $726k | -15% | 787.00 | 922.34 |
|
| BorgWarner (BWA) | 0.1 | $725k | -16% | 12k | 60.11 |
|
| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.1 | $723k | 9.5k | 76.23 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $722k | -19% | 3.1k | 230.94 |
|
| Ge Vernova (GEV) | 0.1 | $715k | 752.00 | 950.50 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $712k | 13k | 53.75 |
|
|
| Netflix (NFLX) | 0.1 | $704k | -9% | 10k | 69.58 |
|
| Us Foods Hldg Corp call (USFD) | 0.1 | $703k | -15% | 7.6k | 92.21 |
|
| Ametek (AME) | 0.1 | $701k | -17% | 2.8k | 247.74 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $682k | -11% | 1.8k | 373.31 |
|
| Caterpillar (CAT) | 0.1 | $682k | +4% | 841.00 | 811.20 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $676k | +97% | 8.0k | 84.30 |
|
| Abbott Laboratories (ABT) | 0.1 | $670k | -20% | 6.8k | 98.83 |
|
| Linde SHS (LIN) | 0.1 | $667k | -9% | 1.4k | 474.65 |
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.1 | $651k | 12k | 52.33 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $648k | -8% | 1.6k | 406.68 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $645k | -3% | 2.4k | 265.88 |
|
| Union Pacific Corporation (UNP) | 0.1 | $643k | -9% | 2.4k | 272.17 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $641k | 12k | 54.43 |
|
|
| Spdr Series Trust St Str P400mid (SPMD) | 0.1 | $641k | 10k | 63.04 |
|
|
| Raymond James Financial (RJF) | 0.1 | $640k | -9% | 4.1k | 158.02 |
|
| Clean Harbors (CLH) | 0.1 | $638k | -24% | 2.1k | 310.23 |
|
| Walt Disney Company (DIS) | 0.1 | $635k | +25% | 6.0k | 104.90 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $630k | -29% | 13k | 47.36 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $627k | 2.1k | 294.91 |
|
|
| Chubb (CB) | 0.1 | $614k | -12% | 1.9k | 325.28 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $610k | 5.4k | 112.09 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $609k | 6.4k | 94.54 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $601k | 7.4k | 81.17 |
|
|
| Cardinal Health (CAH) | 0.1 | $597k | -18% | 2.7k | 222.50 |
|
| International Business Machines (IBM) | 0.1 | $592k | -7% | 2.7k | 219.90 |
|
| Target Corporation (TGT) | 0.1 | $588k | -9% | 3.7k | 156.70 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $580k | -22% | 1.3k | 456.19 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $565k | -7% | 6.6k | 85.69 |
|
| Atmos Energy Corporation (ATO) | 0.1 | $562k | -9% | 3.6k | 156.44 |
|
| Air Products & Chemicals (APD) | 0.1 | $556k | 2.0k | 278.24 |
|
|
| Rockwell Automation (ROK) | 0.1 | $552k | -3% | 1.3k | 435.27 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $550k | 14k | 39.31 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $549k | 19k | 29.31 |
|
|
| Dex (DXCM) | 0.1 | $544k | 6.3k | 86.29 |
|
|
| Philip Morris International (PM) | 0.1 | $534k | +5% | 2.8k | 190.84 |
|
| American Express Company (AXP) | 0.1 | $522k | -12% | 1.7k | 304.11 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $518k | 5.0k | 104.54 |
|
|
| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.1 | $516k | -3% | 2.4k | 216.08 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $516k | 8.0k | 64.59 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $515k | -24% | 284.00 | 1811.67 |
|
| Nextera Energy (NEE) | 0.1 | $513k | -10% | 6.8k | 75.74 |
|
| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 0.1 | $508k | 18k | 29.07 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $498k | +6% | 2.6k | 194.93 |
|
| NetApp (NTAP) | 0.1 | $489k | +6% | 2.3k | 210.04 |
|
| At&t (T) | 0.1 | $487k | +18% | 20k | 24.40 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $482k | 1.1k | 431.72 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $469k | -6% | 898.00 | 522.19 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $466k | 5.7k | 81.59 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $465k | -13% | 1.2k | 397.31 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $462k | +4% | 1.7k | 280.09 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $453k | -14% | 2.2k | 203.59 |
|
| Mettler-Toledo International (MTD) | 0.0 | $432k | 286.00 | 1510.95 |
|
|
| Element Solutions (ESI) | 0.0 | $430k | -4% | 12k | 36.28 |
|
| Humana (HUM) | 0.0 | $427k | 1.1k | 381.61 |
|
|
| Verizon Communications (VZ) | 0.0 | $421k | +5% | 9.2k | 45.87 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $420k | +12% | 623.00 | 674.55 |
|
| Morgan Stanley Com New (MS) | 0.0 | $418k | +3% | 2.2k | 188.11 |
|
| Qualcomm (QCOM) | 0.0 | $417k | +5% | 2.3k | 184.02 |
|
| Flowserve Corporation (FLS) | 0.0 | $417k | -28% | 5.7k | 73.12 |
|
| Consolidated Edison (ED) | 0.0 | $415k | 4.1k | 102.22 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $411k | -17% | 5.1k | 80.05 |
|
| Danaher Corporation (DHR) | 0.0 | $408k | 1.8k | 221.55 |
|
|
| MercadoLibre (MELI) | 0.0 | $406k | -37% | 235.00 | 1728.53 |
|
| Vanguard Index Fds Mrngstr Lrg Cap (VV) | 0.0 | $401k | 1.1k | 351.76 |
|
|
| Emerson Electric (EMR) | 0.0 | $400k | -7% | 2.6k | 155.10 |
|
| Dell Technologies CL C (DELL) | 0.0 | $395k | +9% | 734.00 | 537.95 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $390k | 8.3k | 46.85 |
|
|
| Marvell Technology (MRVL) | 0.0 | $390k | +6% | 1.5k | 264.26 |
|
| Pfizer (PFE) | 0.0 | $388k | +8% | 14k | 28.52 |
|
| ESCO Technologies (ESE) | 0.0 | $387k | 1.5k | 265.11 |
|
|
| Blackrock (BLK) | 0.0 | $381k | +2% | 360.00 | 1058.56 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.0 | $380k | 3.4k | 110.31 |
|
|
| Carlisle Companies (CSL) | 0.0 | $379k | -27% | 1.2k | 322.17 |
|
| Plexus (PLXS) | 0.0 | $377k | 1.4k | 260.95 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $375k | -2% | 3.3k | 114.00 |
|
| Capital One Financial (COF) | 0.0 | $375k | -3% | 1.9k | 193.08 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $372k | -6% | 2.6k | 144.64 |
|
| salesforce (CRM) | 0.0 | $372k | -28% | 1.6k | 229.57 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $359k | 3.4k | 106.71 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $356k | 373.00 | 955.49 |
|
|
| Booking Holdings (BKNG) | 0.0 | $356k | -2% | 2.2k | 162.91 |
|
| Arcosa (ACA) | 0.0 | $353k | 2.4k | 146.15 |
|
|
| Pinnacle Finl Partners (PNFP) | 0.0 | $352k | -18% | 3.8k | 93.61 |
|
| Sandisk Corp (SNDK) | 0.0 | $352k | 202.00 | 1739.89 |
|
|
| Standex Int'l (SXI) | 0.0 | $349k | 1.3k | 273.06 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $345k | NEW | 1.3k | 264.75 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $342k | +6% | 1.5k | 230.24 |
|
| Curtiss-Wright (CW) | 0.0 | $333k | -26% | 612.00 | 543.82 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $330k | -13% | 1.9k | 170.74 |
|
| General Dynamics Corporation (GD) | 0.0 | $327k | +5% | 984.00 | 331.83 |
|
| Waste Connections (WCN) | 0.0 | $325k | -18% | 2.1k | 153.93 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $324k | 1.7k | 193.76 |
|
|
| Spdr Index Shs Fds St Str Eu 50 Etf (FEZ) | 0.0 | $323k | -17% | 4.8k | 67.31 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $319k | -10% | 2.5k | 125.74 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $314k | -24% | 1.8k | 172.31 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $310k | 6.2k | 50.40 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $309k | +3% | 4.0k | 78.09 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.0 | $305k | -90% | 2.6k | 118.39 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $304k | 2.0k | 148.65 |
|
|
| Hershey Company (HSY) | 0.0 | $303k | 1.9k | 157.61 |
|
|
| Advanced Energy Industries (AEIS) | 0.0 | $303k | 1.1k | 281.82 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $302k | NEW | 764.00 | 395.60 |
|
| United Bankshares (UBSI) | 0.0 | $302k | -14% | 6.6k | 45.94 |
|
| Pepsi (PEP) | 0.0 | $299k | -12% | 2.4k | 126.71 |
|
| Travelers Companies (TRV) | 0.0 | $297k | 834.00 | 356.61 |
|
|
| TJX Companies (TJX) | 0.0 | $297k | -26% | 2.2k | 132.31 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $297k | NEW | 854.00 | 347.28 |
|
| Ross Stores (ROST) | 0.0 | $295k | +2% | 1.3k | 233.40 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $291k | -16% | 572.00 | 508.30 |
|
| Martin Marietta Materials (MLM) | 0.0 | $289k | -19% | 603.00 | 479.81 |
|
| Stryker Corporation (SYK) | 0.0 | $287k | +2% | 1.0k | 275.40 |
|
| Progressive Corporation (PGR) | 0.0 | $279k | 1.3k | 207.31 |
|
|
| Omega Healthcare Investors (OHI) | 0.0 | $278k | -38% | 6.0k | 46.31 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $273k | 2.9k | 94.01 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $269k | +2% | 4.0k | 67.33 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $268k | -5% | 1.8k | 148.30 |
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $265k | NEW | 1.5k | 179.29 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $265k | -8% | 7.9k | 33.31 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $264k | -18% | 924.00 | 285.45 |
|
| Honeywell International (HON) | 0.0 | $263k | -37% | 1.2k | 210.95 |
|
| McKesson Corporation (MCK) | 0.0 | $263k | -17% | 308.00 | 853.83 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $261k | +2% | 194.00 | 1347.22 |
|
| Western Digital (WDC) | 0.0 | $260k | 573.00 | 454.46 |
|
|
| Boeing Company (BA) | 0.0 | $259k | -4% | 1.4k | 186.10 |
|
| Deere & Company (DE) | 0.0 | $256k | +4% | 381.00 | 671.63 |
|
| Allstate Corporation (ALL) | 0.0 | $255k | 1.2k | 221.89 |
|
|
| Altria (MO) | 0.0 | $254k | +11% | 3.8k | 67.33 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $253k | 6.0k | 42.19 |
|
|
| Ferrari Nv Ord (RACE) | 0.0 | $251k | -22% | 638.00 | 392.85 |
|
| Canadian Natl Ry (CNI) | 0.0 | $250k | -50% | 2.1k | 118.90 |
|
| Aon Shs Cl A (AON) | 0.0 | $246k | -23% | 887.00 | 276.77 |
|
| Ishares Msci Switzerland (EWL) | 0.0 | $245k | 4.1k | 59.15 |
|
|
| 10x Genomics Cl A Com (TXG) | 0.0 | $245k | NEW | 2.7k | 90.36 |
|
| Fortinet (FTNT) | 0.0 | $245k | 1.4k | 178.76 |
|
|
| CVB Financial (CVBF) | 0.0 | $243k | -16% | 11k | 21.61 |
|
| Columbia Banking System (COLB) | 0.0 | $240k | -68% | 8.4k | 28.60 |
|
| Brink's Company (BCO) | 0.0 | $238k | -37% | 2.4k | 100.99 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $238k | -4% | 3.8k | 62.40 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $237k | +5% | 1.0k | 231.58 |
|
| Southern Company (SO) | 0.0 | $237k | +3% | 2.9k | 82.90 |
|
| General Motors Company (GM) | 0.0 | $236k | 3.1k | 77.01 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $236k | -43% | 983.00 | 239.94 |
|
| Wiley John & Sons Cl A (WLY) | 0.0 | $236k | 4.9k | 47.76 |
|
|
| Wp Carey (WPC) | 0.0 | $234k | +6% | 3.6k | 64.64 |
|
| Cbiz (CBZ) | 0.0 | $233k | NEW | 4.3k | 54.69 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $232k | -6% | 798.00 | 290.43 |
|
| Old National Ban (ONB) | 0.0 | $230k | -19% | 9.3k | 24.64 |
|
| Honeywell Aerospace (HONA) | 0.0 | $229k | -24% | 1.5k | 154.97 |
|
| Tapestry (TPR) | 0.0 | $228k | -3% | 2.0k | 115.04 |
|
| Keysight Technologies (KEYS) | 0.0 | $225k | -19% | 618.00 | 364.04 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $225k | -10% | 1.1k | 195.71 |
|
| Littelfuse (LFUS) | 0.0 | $225k | +2% | 530.00 | 423.74 |
|
| Tidal Trust I Sofi Select 500 (SFY) | 0.0 | $224k | 1.5k | 153.64 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $222k | 491.00 | 451.98 |
|
|
| 3M Company (MMM) | 0.0 | $222k | 1.4k | 164.12 |
|
|
| Twilio Cl A (TWLO) | 0.0 | $221k | -59% | 755.00 | 292.46 |
|
| Murphy Usa (MUSA) | 0.0 | $220k | -61% | 437.00 | 504.03 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $219k | 2.1k | 103.05 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $219k | -37% | 1.3k | 167.85 |
|
| Quanta Services (PWR) | 0.0 | $217k | 337.00 | 642.51 |
|
|
| Franco-Nevada Corporation (FNV) | 0.0 | $215k | -55% | 903.00 | 238.11 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $215k | 2.4k | 90.84 |
|
|
| ConocoPhillips (COP) | 0.0 | $214k | NEW | 1.7k | 125.16 |
|
| Starbucks Corporation (SBUX) | 0.0 | $212k | +2% | 2.3k | 93.96 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $211k | -32% | 5.8k | 36.46 |
|
| Lowe's Companies (LOW) | 0.0 | $211k | +6% | 1.1k | 184.22 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $211k | 2.2k | 97.75 |
|
|
| Integer Hldgs (ITGR) | 0.0 | $210k | NEW | 1.7k | 126.35 |
|
| ICU Medical, Incorporated (ICUI) | 0.0 | $209k | -21% | 1.3k | 160.51 |
|
| Garmin SHS (GRMN) | 0.0 | $209k | NEW | 727.00 | 286.84 |
|
| Matador Resources (MTDR) | 0.0 | $207k | NEW | 4.0k | 51.58 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $207k | NEW | 395.00 | 522.81 |
|
| Insulet Corporation (PODD) | 0.0 | $206k | 1.6k | 130.47 |
|
|
| Corning Incorporated (GLW) | 0.0 | $205k | +7% | 1.3k | 153.77 |
|
| Uber Technologies (UBER) | 0.0 | $202k | 3.0k | 68.51 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $202k | +5% | 1.6k | 122.37 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $201k | 5.3k | 37.90 |
|
|
| Adc Therapeutics Sa SHS (ADCT) | 0.0 | $122k | 100k | 1.22 |
|
|
| Transocean Registered Shs (RIG) | 0.0 | $64k | -2% | 12k | 5.24 |
|
| W&T Offshore (WTI) | 0.0 | $36k | 10k | 3.57 |
|
|
| Eledon Pharmaceuticals (ELDN) | 0.0 | $36k | 14k | 2.53 |
|
|
| Blend Labs Cl A (BLND) | 0.0 | $32k | 31k | 1.03 |
|
Past Filings by Revolve Wealth Partners
SEC 13F filings are viewable for Revolve Wealth Partners going back to 2021
- Revolve Wealth Partners 2026 Q3 filed Oct. 23, 2026
- 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