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, SYLD, and represent 33.61% of Revolve Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: BOXX, JMST, HYMB, QQQ, UNH, DFCF, GE, IVV, NOC, MO.
- Started 14 new stock positions in NOC, KR, MPWR, LMT, MO, ALL, ELDN, ROST, TXN, INTC. BMY, WMB, COP, DTE.
- Reduced shares in these 10 stocks: TBIL (-$18M), VTI (-$9.8M), IEFA (-$5.5M), IVAL (-$5.0M), MUB, TSLA, ITAN, EQIX, SYLD, QMOM.
- Sold out of its positions in BKNG, CRWD, EQIX, HUM, RSP, IJK, IJJ, IYW, MELI, XLK. MMM, BNDX, VXF.
- Revolve Wealth Partners was a net seller of stock by $-66M.
- Revolve Wealth Partners has $770M in assets under management (AUM), dropping by -9.47%.
- Central Index Key (CIK): 0001808992
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Portfolio Holdings for Revolve Wealth Partners
Revolve Wealth Partners holds 229 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 14.8 | $114M | -7% | 356k | 320.81 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 6.1 | $47M | -10% | 523k | 90.53 |
|
| Ea Series Trust Intl Quan Value (IVAL) | 5.5 | $42M | -10% | 1.2M | 33.96 |
|
| Ea Series Trust Us Quan Momentum (QMOM) | 3.6 | $28M | -5% | 406k | 68.31 |
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 3.6 | $28M | -5% | 364k | 75.41 |
|
| Spdr Series Trust State Street Spd (HYMB) | 3.5 | $27M | +2% | 1.1M | 24.80 |
|
| Ea Series Trust Sparkline Intang (ITAN) | 3.4 | $26M | -7% | 732k | 35.86 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.4 | $26M | 1.1M | 24.75 |
|
|
| Spdr Series Trust State Street Spd (TFI) | 2.6 | $20M | 440k | 45.34 |
|
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 2.4 | $18M | 434k | 42.22 |
|
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 2.3 | $18M | -7% | 197k | 89.33 |
|
| Wisdomtree Tr Intl Qulty Div (IQDG) | 2.3 | $17M | -7% | 433k | 40.14 |
|
| Apple (AAPL) | 2.2 | $17M | -4% | 68k | 253.79 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 2.2 | $17M | -6% | 740k | 23.22 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 1.9 | $15M | 295k | 50.14 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.8 | $14M | -6% | 126k | 110.47 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $13M | 72k | 174.40 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.6 | $12M | -6% | 423k | 29.13 |
|
| Ishares Tr National Mun Etf (MUB) | 1.6 | $12M | -24% | 113k | 106.15 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $12M | +2% | 18k | 653.23 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.4 | $11M | -3% | 414k | 25.64 |
|
| Microsoft Corporation (MSFT) | 1.2 | $9.3M | -6% | 25k | 370.17 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.1 | $8.2M | -7% | 129k | 64.08 |
|
| RBB F/m Us Treasury (TBIL) | 0.9 | $6.6M | -72% | 132k | 49.86 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $6.5M | -3% | 15k | 436.79 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.7 | $5.7M | 51k | 111.37 |
|
|
| Invesco Exch Traded Fd Tr Ii Bloomberg Enhanc (PHB) | 0.7 | $5.6M | -5% | 314k | 17.94 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $5.2M | 18k | 287.55 |
|
|
| Meta Platforms Cl A (META) | 0.7 | $5.1M | 8.9k | 572.13 |
|
|
| Amazon (AMZN) | 0.7 | $5.0M | -4% | 24k | 208.27 |
|
| Amgen (AMGN) | 0.6 | $4.7M | -4% | 13k | 351.86 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.6 | $4.6M | -6% | 60k | 77.11 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $4.1M | -6% | 6.3k | 650.32 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $3.8M | -9% | 13k | 294.16 |
|
| Visa Com Cl A (V) | 0.5 | $3.5M | 12k | 302.24 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $3.4M | -14% | 5.6k | 597.58 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $3.3M | +2% | 6.8k | 479.18 |
|
| Broadcom (AVGO) | 0.4 | $3.1M | +4% | 10k | 309.50 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $3.0M | -9% | 97k | 30.96 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.0M | +2% | 10k | 286.87 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $2.9M | 95k | 30.68 |
|
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.4 | $2.9M | +1131% | 25k | 116.29 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $2.8M | -6% | 9.9k | 287.19 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.4 | $2.8M | +2% | 38k | 74.35 |
|
| Dimensional Etf Trust International (DFSI) | 0.3 | $2.7M | -3% | 63k | 42.40 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.7M | +20% | 4.6k | 577.22 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $2.6M | 89k | 29.08 |
|
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.3 | $2.5M | +260% | 49k | 50.98 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $2.4M | -3% | 9.8k | 248.00 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.3 | $2.4M | -6% | 27k | 86.64 |
|
| Tesla Motors (TSLA) | 0.3 | $2.3M | -58% | 6.2k | 371.75 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.3 | $2.3M | -3% | 3.6k | 616.76 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $2.2M | -7% | 18k | 124.31 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.3 | $2.2M | 18k | 121.19 |
|
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.3 | $2.1M | 46k | 45.50 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $2.1M | -5% | 7.9k | 261.91 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.3 | $2.0M | -6% | 23k | 90.94 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $1.9M | 11k | 169.66 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $1.9M | +3% | 7.8k | 244.45 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.9M | -17% | 4.4k | 426.43 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.2 | $1.8M | -2% | 16k | 111.18 |
|
| Ea Series Trust Alpha Architect (AAEQ) | 0.2 | $1.8M | -28% | 38k | 46.52 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.7M | -15% | 26k | 67.53 |
|
| Abbvie (ABBV) | 0.2 | $1.7M | +3% | 7.8k | 217.49 |
|
| Compass Cl A (COMP) | 0.2 | $1.7M | 230k | 7.31 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.7M | -2% | 3.3k | 499.66 |
|
| Toll Brothers (TOL) | 0.2 | $1.6M | 12k | 136.47 |
|
|
| Advanced Micro Devices (AMD) | 0.2 | $1.6M | 7.8k | 203.43 |
|
|
| American Centy Etf Tr Avantis Responsi (AVSD) | 0.2 | $1.5M | -4% | 21k | 73.65 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.2 | $1.5M | 32k | 45.06 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.5M | 1.6k | 919.81 |
|
|
| Micron Technology (MU) | 0.2 | $1.5M | +7% | 4.3k | 337.84 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $1.4M | -4% | 7.7k | 184.28 |
|
| UnitedHealth (UNH) | 0.2 | $1.4M | +48% | 5.2k | 270.59 |
|
| Ishares Tr Esg Eafe Etf (DMXF) | 0.2 | $1.4M | 18k | 75.45 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.2M | +8% | 1.2k | 996.67 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.2M | 9.9k | 124.28 |
|
|
| Ea Series Trust Alpha Architect (AAUS) | 0.2 | $1.2M | -38% | 23k | 52.38 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $1.2M | -12% | 14k | 85.23 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.1 | $1.1M | -13% | 32k | 35.04 |
|
| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.1 | $1.1M | 29k | 38.77 |
|
|
| Netflix (NFLX) | 0.1 | $1.1M | +7% | 11k | 96.15 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.0M | +5% | 5.4k | 192.90 |
|
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.1 | $1.0M | -5% | 25k | 41.08 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.0M | -22% | 20k | 49.89 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $958k | 6.5k | 146.28 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $946k | +12% | 34k | 27.85 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $902k | 7.0k | 128.12 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $896k | +46% | 3.2k | 283.78 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $868k | 6.0k | 145.75 |
|
|
| Chevron Corporation (CVX) | 0.1 | $863k | -4% | 4.2k | 206.90 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $858k | 16k | 54.05 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $856k | -4% | 1.9k | 460.99 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $835k | -24% | 3.9k | 215.06 |
|
| Procter & Gamble Company (PG) | 0.1 | $810k | 5.6k | 144.44 |
|
|
| Cisco Systems (CSCO) | 0.1 | $774k | +9% | 10k | 77.59 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $768k | -2% | 3.0k | 257.32 |
|
| Home Depot (HD) | 0.1 | $759k | -7% | 2.3k | 328.88 |
|
| CSX Corporation (CSX) | 0.1 | $757k | 18k | 41.05 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $744k | +9% | 15k | 48.75 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $733k | +5% | 15k | 48.93 |
|
| Oracle Corporation (ORCL) | 0.1 | $733k | -11% | 5.0k | 147.12 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $713k | -5% | 7.3k | 97.13 |
|
| Goldman Sachs (GS) | 0.1 | $711k | 840.00 | 846.12 |
|
|
| Royal Caribbean Cruises (RCL) | 0.1 | $675k | 2.5k | 275.20 |
|
|
| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.1 | $663k | +10% | 9.5k | 69.90 |
|
| Coca-Cola Company (KO) | 0.1 | $658k | +3% | 8.6k | 76.05 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $657k | 12k | 56.79 |
|
|
| Merck & Co (MRK) | 0.1 | $641k | +7% | 5.3k | 120.28 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $630k | -33% | 6.3k | 99.27 |
|
| Analog Devices (ADI) | 0.1 | $625k | -13% | 2.0k | 318.14 |
|
| Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) | 0.1 | $618k | -71% | 14k | 44.61 |
|
| Ge Vernova (GEV) | 0.1 | $602k | +33% | 690.00 | 872.91 |
|
| Spdr Series Trust State Street Spd (SPMD) | 0.1 | $602k | -4% | 10k | 59.22 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $602k | -6% | 5.2k | 114.99 |
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.1 | $596k | 13k | 45.87 |
|
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| Air Products & Chemicals (APD) | 0.1 | $577k | 2.0k | 290.50 |
|
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| Uber Technologies (UBER) | 0.1 | $573k | -14% | 8.0k | 71.93 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $560k | 12k | 47.53 |
|
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| Caterpillar (CAT) | 0.1 | $551k | +14% | 777.00 | 708.85 |
|
| International Business Machines (IBM) | 0.1 | $544k | -6% | 2.2k | 242.40 |
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| At&t (T) | 0.1 | $530k | +9% | 18k | 28.99 |
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| Lennar Corp Cl A (LEN) | 0.1 | $530k | -17% | 6.1k | 86.84 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $529k | 2.1k | 248.84 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $528k | -2% | 5.0k | 106.50 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $527k | -4% | 2.7k | 196.20 |
|
| Honeywell International (HON) | 0.1 | $523k | 2.3k | 226.06 |
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|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $514k | 7.4k | 69.75 |
|
|
| IDEXX Laboratories (IDXX) | 0.1 | $503k | +2% | 895.00 | 561.89 |
|
| Gilead Sciences (GILD) | 0.1 | $501k | 3.6k | 139.35 |
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| Oneok (OKE) | 0.1 | $497k | 5.5k | 90.39 |
|
|
| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 0.1 | $490k | 18k | 26.91 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $485k | -59% | 3.8k | 126.35 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $476k | +3% | 19k | 25.10 |
|
| American Express Company (AXP) | 0.1 | $470k | +6% | 1.6k | 302.52 |
|
| Applied Materials (AMAT) | 0.1 | $462k | +4% | 1.4k | 341.79 |
|
| Servicenow (NOW) | 0.1 | $451k | -4% | 4.3k | 104.55 |
|
| Rockwell Automation (ROK) | 0.1 | $449k | +2% | 1.3k | 358.83 |
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| Nextera Energy (NEE) | 0.1 | $447k | 4.8k | 92.88 |
|
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| Consolidated Edison (ED) | 0.1 | $438k | 3.9k | 113.19 |
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| Walt Disney Company (DIS) | 0.1 | $434k | -2% | 4.5k | 96.37 |
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| Verizon Communications (VZ) | 0.1 | $432k | +3% | 8.6k | 50.20 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $422k | +4% | 8.0k | 52.76 |
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| Pepsi (PEP) | 0.1 | $417k | +3% | 2.7k | 155.28 |
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| Linde SHS (LIN) | 0.1 | $416k | +6% | 839.00 | 495.76 |
|
| Philip Morris International (PM) | 0.1 | $415k | +4% | 2.5k | 165.35 |
|
| TJX Companies (TJX) | 0.1 | $415k | +4% | 2.6k | 159.70 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $413k | 1.1k | 370.65 |
|
|
| Lam Research Corp Com New (LRCX) | 0.1 | $412k | -2% | 1.9k | 213.67 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $411k | +8% | 3.1k | 130.93 |
|
| Dex (DXCM) | 0.1 | $392k | +2% | 6.2k | 62.80 |
|
| Wells Fargo & Company (WFC) | 0.1 | $391k | +2% | 4.9k | 79.61 |
|
| Abbott Laboratories (ABT) | 0.1 | $390k | -17% | 3.8k | 102.68 |
|
| McDonald's Corporation (MCD) | 0.1 | $390k | -15% | 1.3k | 310.80 |
|
| Intuit (INTU) | 0.0 | $368k | -4% | 850.00 | 432.38 |
|
| Mettler-Toledo International (MTD) | 0.0 | $362k | 287.00 | 1261.20 |
|
|
| Danaher Corporation (DHR) | 0.0 | $362k | +2% | 1.9k | 189.60 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $361k | 4.3k | 84.84 |
|
|
| Capital One Financial (COF) | 0.0 | $357k | +4% | 2.0k | 182.44 |
|
| Eaton Corp SHS (ETN) | 0.0 | $350k | +2% | 978.00 | 357.67 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $340k | 1.1k | 298.89 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $337k | +5% | 229.00 | 1472.41 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $336k | 3.8k | 88.16 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $336k | -29% | 4.6k | 73.64 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $334k | 8.3k | 40.10 |
|
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| Parker-Hannifin Corporation (PH) | 0.0 | $332k | +6% | 371.00 | 895.30 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.0 | $331k | 4.1k | 80.61 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $330k | -12% | 828.00 | 398.00 |
|
| Morgan Stanley Com New (MS) | 0.0 | $329k | +5% | 2.0k | 164.60 |
|
| Insulet Corporation (PODD) | 0.0 | $329k | +5% | 1.6k | 209.84 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $327k | 3.4k | 97.23 |
|
|
| Pfizer (PFE) | 0.0 | $321k | -14% | 11k | 28.08 |
|
| Blackrock (BLK) | 0.0 | $318k | +7% | 330.00 | 961.98 |
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| Public Service Enterprise (PEG) | 0.0 | $312k | 3.8k | 80.95 |
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|
| McKesson Corporation (MCK) | 0.0 | $309k | +16% | 357.00 | 865.38 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $306k | +34% | 2.5k | 122.78 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $305k | +5% | 2.6k | 118.64 |
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| Emerson Electric (EMR) | 0.0 | $303k | 2.3k | 131.02 |
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| Raymond James Financial (RJF) | 0.0 | $301k | 2.1k | 144.79 |
|
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| salesforce (CRM) | 0.0 | $295k | -18% | 1.6k | 186.67 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $292k | -8% | 1.2k | 243.08 |
|
| General Dynamics Corporation (GD) | 0.0 | $290k | -13% | 845.00 | 343.22 |
|
| Citigroup Com New (C) | 0.0 | $288k | +2% | 2.5k | 113.42 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $285k | -52% | 9.3k | 30.50 |
|
| Tapestry (TPR) | 0.0 | $284k | +7% | 2.0k | 141.11 |
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| Chubb (CB) | 0.0 | $279k | 856.00 | 325.98 |
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| Lowe's Companies (LOW) | 0.0 | $278k | +2% | 1.2k | 236.38 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $276k | -8% | 561.00 | 491.12 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $271k | +2% | 584.00 | 463.35 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $266k | -5% | 1.3k | 197.71 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $264k | -66% | 2.2k | 118.62 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $262k | 609.00 | 430.29 |
|
|
| Boeing Company (BA) | 0.0 | $261k | +4% | 1.3k | 199.10 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $261k | -17% | 1.7k | 155.11 |
|
| Waste Management (WM) | 0.0 | $255k | +12% | 1.1k | 229.85 |
|
| Ishares Tr New York Mun Etf (NYF) | 0.0 | $252k | -83% | 4.7k | 53.12 |
|
| Qualcomm (QCOM) | 0.0 | $250k | -21% | 1.9k | 128.76 |
|
| Southern Company (SO) | 0.0 | $244k | +9% | 2.5k | 96.53 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $242k | NEW | 354.00 | 682.24 |
|
| RBB Us Trsry 6 Mnth (XBIL) | 0.0 | $238k | 4.8k | 50.03 |
|
|
| Altria (MO) | 0.0 | $236k | NEW | 3.6k | 65.99 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $236k | 663.00 | 356.56 |
|
|
| Intel Corporation (INTC) | 0.0 | $235k | NEW | 5.3k | 44.13 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $233k | NEW | 3.8k | 60.65 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $231k | -5% | 8.1k | 28.71 |
|
| Progressive Corporation (PGR) | 0.0 | $230k | +7% | 1.2k | 198.24 |
|
| Ross Stores (ROST) | 0.0 | $225k | NEW | 1.0k | 216.63 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $224k | -2% | 3.1k | 71.82 |
|
| Ameriprise Financial (AMP) | 0.0 | $224k | 504.00 | 444.43 |
|
|
| Williams Companies (WMB) | 0.0 | $220k | NEW | 3.0k | 72.78 |
|
| General Motors Company (GM) | 0.0 | $218k | +2% | 2.9k | 74.51 |
|
| Union Pacific Corporation (UNP) | 0.0 | $218k | +3% | 898.00 | 242.72 |
|
| Kroger (KR) | 0.0 | $218k | NEW | 3.0k | 72.37 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $217k | NEW | 359.00 | 605.09 |
|
| ConocoPhillips (COP) | 0.0 | $213k | NEW | 1.6k | 132.01 |
|
| Allstate Corporation (ALL) | 0.0 | $209k | NEW | 1.0k | 207.36 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $205k | +8% | 2.2k | 93.99 |
|
| DTE Energy Company (DTE) | 0.0 | $204k | NEW | 1.4k | 146.23 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $204k | -2% | 2.1k | 95.61 |
|
| Hartford Financial Services (HIG) | 0.0 | $203k | 1.5k | 135.24 |
|
|
| Travelers Companies (TRV) | 0.0 | $203k | -13% | 696.00 | 291.78 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $203k | +22% | 1.2k | 175.66 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $202k | NEW | 185.00 | 1093.35 |
|
| S&p Global (SPGI) | 0.0 | $202k | 474.00 | 425.34 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $201k | NEW | 1.0k | 194.14 |
|
| Transocean Registered Shs (RIG) | 0.0 | $83k | 13k | 6.63 |
|
|
| Blend Labs Cl A (BLND) | 0.0 | $54k | 32k | 1.70 |
|
|
| Eledon Pharmaceuticals (ELDN) | 0.0 | $44k | NEW | 14k | 3.08 |
|
| W&T Offshore (WTI) | 0.0 | $35k | -11% | 10k | 3.41 |
|
Past Filings by Revolve Wealth Partners
SEC 13F filings are viewable for Revolve Wealth Partners going back to 2021
- 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
- Revolve Wealth Partners 2022 Q3 filed Oct. 12, 2022