Revolve Wealth Partners

Revolve Wealth Partners as of Dec. 31, 2024

Portfolio Holdings for Revolve Wealth Partners

Revolve Wealth Partners holds 220 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 15.8 $108M 374k 289.81
Ishares Tr Core Msci Eafe (IEFA) 5.7 $39M 552k 70.28
Ea Series Trust Intl Quan Value (IVAL) 4.4 $30M 1.3M 24.02
Spdr Ser Tr Nuveen Bloomberg (HYMB) 4.1 $28M 1.1M 25.58
RBB Us Treas 3 Mnth (TBIL) 3.7 $25M 502k 49.86
Ea Series Trust Us Quan Momentum (QMOM) 3.5 $24M 370k 64.13
Ea Series Trust Sparkline Intang (ITAN) 3.2 $22M 711k 31.06
Cambria Etf Tr Shshld Yield Etf (SYLD) 3.0 $21M 301k 68.47
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 2.8 $19M 415k 45.62
Wisdomtree Tr Us Largecap Divd (DLN) 2.5 $17M 219k 77.79
Apple (AAPL) 2.4 $17M 67k 250.42
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.4 $17M 735k 22.70
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.2 $15M 823k 18.50
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.0 $13M 481k 27.87
Ishares Tr National Mun Etf (MUB) 1.9 $13M 124k 106.55
Wisdomtree Tr Intl Qulty Div (IQDG) 1.9 $13M 373k 34.21
Microsoft Corporation (MSFT) 1.7 $12M 28k 421.49
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.6 $11M 465k 23.18
Ishares Tr Core S&p500 Etf (IVV) 1.6 $11M 18k 588.68
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.5 $11M 110k 96.53
NVIDIA Corporation (NVDA) 1.5 $10M 75k 134.29
Vaneck Etf Trust High Yld Munietf (HYD) 1.4 $9.9M 191k 51.91
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $5.9M 124k 47.82
Vanguard Index Fds Growth Etf (VUG) 0.8 $5.7M 14k 410.43
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.8 $5.7M 314k 18.08
Meta Platforms Cl A (META) 0.8 $5.5M 9.5k 585.52
Amazon (AMZN) 0.8 $5.5M 25k 219.39
Loar Holdings Com Shs (LOAR) 0.7 $5.0M 20.00 250614.50
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $4.9M 50k 96.83
Amgen (AMGN) 0.6 $4.3M 16k 260.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $4.1M 7.0k 586.06
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $3.8M 65k 58.93
Visa Com Cl A (V) 0.5 $3.7M 12k 316.05
Meta Financial (CASH) 0.5 $3.6M 3.6M 1.00
Commercial Vehicle (CVGI) 0.5 $3.3M 1.5k 2194.70
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $3.2M 115k 27.71
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $2.9M 11k 264.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.9M 6.4k 453.26
JPMorgan Chase & Co. (JPM) 0.4 $2.9M 12k 239.72
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.8M 15k 189.30
Ishares Tr Russell 2000 Etf (IWM) 0.4 $2.7M 12k 220.96
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $2.7M 5.3k 511.21
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $2.6M 6.4k 401.58
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $2.6M 100k 25.86
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $2.5M 4.7k 538.78
Colgate-Palmolive Company (CL) 0.3 $2.3M 26k 90.91
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $2.3M 20k 115.22
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $2.3M 4.0k 569.58
Vanguard Index Fds Small Cp Etf (VB) 0.3 $2.1M 8.9k 240.29
Tesla Motors (TSLA) 0.3 $2.1M 5.3k 403.84
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $2.1M 77k 27.32
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $2.0M 33k 62.31
UnitedHealth (UNH) 0.3 $2.0M 4.0k 505.86
Ishares Tr Eafe Value Etf (EFV) 0.3 $2.0M 39k 52.47
Alphabet Cap Stk Cl C (GOOG) 0.3 $2.0M 11k 190.44
Dimensional Etf Trust International (DFSI) 0.3 $2.0M 60k 32.85
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.3 $1.9M 23k 85.84
Ishares Tr Core Msci Total (IXUS) 0.3 $1.9M 29k 66.14
Broadcom (AVGO) 0.3 $1.9M 8.0k 231.84
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $1.8M 17k 110.25
Mastercard Incorporated Cl A (MA) 0.3 $1.8M 3.4k 526.54
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.2 $1.4M 36k 39.37
Compass Cl A (COMP) 0.2 $1.3M 229k 5.85
Abbvie (ABBV) 0.2 $1.3M 7.3k 177.71
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.2 $1.2M 11k 110.28
Johnson & Johnson (JNJ) 0.2 $1.2M 8.5k 144.63
Ishares Tr New York Mun Etf (NYF) 0.2 $1.2M 23k 53.22
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.2M 7.3k 161.76
Blackstone Group Inc Com Cl A (BX) 0.2 $1.1M 6.6k 172.42
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $1.1M 27k 41.88
Eli Lilly & Co. (LLY) 0.2 $1.1M 1.5k 772.00
American Centy Etf Tr Avantis Responsi (AVSD) 0.2 $1.1M 20k 55.68
RBB Us Trsry 6 Mnth (XBIL) 0.2 $1.1M 22k 50.04
Ishares Tr Esg Eafe Etf (DMXF) 0.2 $1.0M 16k 64.62
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.2 $1.0M 22k 47.38
Procter & Gamble Company (PG) 0.2 $1.0M 6.2k 167.65
Costco Wholesale Corporation (COST) 0.2 $1.0M 1.1k 916.28
Advanced Micro Devices (AMD) 0.1 $1.0M 8.3k 120.79
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $992k 5.1k 195.83
Uber Technologies (UBER) 0.1 $939k 16k 60.32
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $934k 7.4k 126.75
Home Depot (HD) 0.1 $913k 2.3k 388.97
Exxon Mobil Corporation (XOM) 0.1 $912k 8.5k 107.57
Netflix (NFLX) 0.1 $912k 1.0k 891.32
Oracle Corporation (ORCL) 0.1 $903k 5.4k 166.64
Servicenow (NOW) 0.1 $900k 849.00 1060.12
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $884k 9.1k 96.90
Shopify Cl A (SHOP) 0.1 $873k 8.2k 106.33
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $845k 24k 34.81
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $833k 6.4k 129.34
Wal-Mart Stores (WMT) 0.1 $800k 8.8k 90.35
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $719k 30k 23.68
Amphenol Corp Cl A (APH) 0.1 $701k 10k 69.45
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $688k 22k 30.78
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $684k 2.7k 253.72
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $683k 14k 50.13
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $677k 7.6k 89.08
Ishares Tr Msci Eafe Etf (EFA) 0.1 $629k 8.3k 75.61
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $622k 14k 44.04
salesforce (CRM) 0.1 $611k 1.8k 334.33
Bank of America Corporation (BAC) 0.1 $611k 14k 43.95
Intuitive Surgical Com New (ISRG) 0.1 $597k 1.1k 521.96
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $591k 11k 54.69
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $586k 5.6k 105.48
Adobe Systems Incorporated (ADBE) 0.1 $580k 1.3k 444.68
Air Products & Chemicals (APD) 0.1 $580k 2.0k 290.04
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $571k 7.7k 74.02
Oneok (OKE) 0.1 $567k 5.6k 100.40
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $565k 14k 41.82
Raytheon Technologies Corp (RTX) 0.1 $564k 4.9k 115.72
McDonald's Corporation (MCD) 0.1 $563k 1.9k 289.89
United Parcel Service CL B (UPS) 0.1 $558k 4.4k 126.10
Coca-Cola Company (KO) 0.1 $548k 8.8k 62.26
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $544k 21k 26.07
RBB Us Treasry 12 Mt (OBIL) 0.1 $544k 11k 50.06
Cisco Systems (CSCO) 0.1 $542k 9.2k 59.20
Walt Disney Company (DIS) 0.1 $538k 4.8k 111.35
Honeywell International (HON) 0.1 $532k 2.4k 225.90
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.1 $518k 12k 41.61
Intuit (INTU) 0.1 $511k 813.00 628.50
Goldman Sachs (GS) 0.1 $509k 888.00 572.63
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $500k 2.1k 235.27
Pfizer (PFE) 0.1 $498k 19k 26.53
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $488k 22k 22.70
Ishares Tr Rus 1000 Etf (IWB) 0.1 $486k 1.5k 322.16
Dex (DXCM) 0.1 $484k 6.2k 77.77
CSX Corporation (CSX) 0.1 $475k 15k 32.27
American Express Company (AXP) 0.1 $469k 1.6k 296.79
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $469k 12k 40.34
Analog Devices (ADI) 0.1 $457k 2.2k 212.46
Danaher Corporation (DHR) 0.1 $453k 2.0k 229.55
Palantir Technologies Cl A (PLTR) 0.1 $450k 5.9k 75.63
Merck & Co (MRK) 0.1 $445k 4.5k 99.48
International Business Machines (IBM) 0.1 $436k 2.0k 219.82
Chevron Corporation (CVX) 0.1 $432k 3.0k 144.83
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $419k 13k 33.21
Qualcomm (QCOM) 0.1 $391k 2.5k 153.62
Ishares Tr Short Treas Bd (SHV) 0.1 $388k 3.5k 110.11
Insulet Corporation (PODD) 0.1 $379k 1.5k 261.07
Ge Aerospace Com New (GE) 0.1 $376k 2.3k 166.80
Ishares Tr Russell 3000 Etf (IWV) 0.1 $370k 1.1k 334.25
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.1 $367k 7.7k 47.89
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $364k 19k 19.48
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.1 $358k 18k 20.48
IDEXX Laboratories (IDXX) 0.1 $353k 854.00 413.44
Nextera Energy (NEE) 0.1 $348k 4.9k 71.69
Mettler-Toledo International (MTD) 0.0 $340k 278.00 1223.68
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $340k 2.4k 139.37
Ameriprise Financial (AMP) 0.0 $337k 632.00 532.43
Comcast Corp Cl A (CMCSA) 0.0 $334k 8.9k 37.53
Consolidated Edison (ED) 0.0 $332k 3.7k 89.23
Raymond James Financial (RJF) 0.0 $328k 2.1k 155.33
Airbnb Com Cl A (ABNB) 0.0 $328k 2.5k 131.41
Linde SHS (LIN) 0.0 $325k 777.00 418.67
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $323k 3.7k 88.40
At&t (T) 0.0 $321k 14k 22.77
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $321k 11k 29.05
Duke Energy Corp Com New (DUK) 0.0 $318k 3.0k 107.75
Micron Technology (MU) 0.0 $316k 3.8k 84.16
Ishares Tr U.s. Tech Etf (IYW) 0.0 $315k 2.0k 159.52
Accenture Plc Ireland Shs Class A (ACN) 0.0 $314k 892.00 351.79
Wells Fargo & Company (WFC) 0.0 $308k 4.4k 70.24
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $307k 10k 30.48
Vanguard Index Fds Large Cap Etf (VV) 0.0 $307k 1.1k 269.62
Gilead Sciences (GILD) 0.0 $304k 3.3k 92.37
Eaton Corp SHS (ETN) 0.0 $303k 913.00 331.87
Ishares Core Msci Emkt (IEMG) 0.0 $297k 5.7k 52.22
Applovin Corp Com Cl A (APP) 0.0 $294k 909.00 323.83
Chipotle Mexican Grill (CMG) 0.0 $290k 4.8k 60.30
BlackRock 0.0 $284k 277.00 1025.21
Travelers Companies (TRV) 0.0 $276k 1.1k 240.90
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $275k 2.2k 127.59
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $274k 710.00 386.22
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $273k 5.6k 49.05
Verizon Communications (VZ) 0.0 $273k 6.8k 39.99
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $272k 21k 12.99
Emerson Electric (EMR) 0.0 $271k 2.2k 123.93
Progressive Corporation (PGR) 0.0 $269k 1.1k 239.61
Lowe's Companies (LOW) 0.0 $266k 1.1k 246.87
TJX Companies (TJX) 0.0 $262k 2.2k 120.81
Pepsi (PEP) 0.0 $258k 1.7k 152.10
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $257k 8.6k 29.70
Thermo Fisher Scientific (TMO) 0.0 $255k 491.00 519.72
Philip Morris International (PM) 0.0 $252k 2.1k 120.34
Pinterest Cl A (PINS) 0.0 $252k 8.7k 29.00
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $252k 12k 20.65
Paypal Holdings (PYPL) 0.0 $248k 2.9k 85.35
Deckers Outdoor Corporation (DECK) 0.0 $247k 1.2k 203.09
Lockheed Martin Corporation (LMT) 0.0 $243k 499.00 486.06
Caterpillar (CAT) 0.0 $241k 665.00 362.94
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $241k 567.00 425.45
Kenvue (KVUE) 0.0 $239k 11k 21.35
Vanguard Index Fds Value Etf (VTV) 0.0 $237k 1.4k 169.28
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $237k 3.3k 71.91
Abbott Laboratories (ABT) 0.0 $236k 2.1k 113.11
RBB Us Treasy 2 Yr (UTWO) 0.0 $236k 4.9k 48.06
RBB Us Treas 3 Yr Nt (UTRE) 0.0 $235k 4.8k 48.89
Allstate Corporation (ALL) 0.0 $231k 1.2k 192.79
Union Pacific Corporation (UNP) 0.0 $230k 1.0k 228.05
Rockwell Automation (ROK) 0.0 $229k 800.00 285.79
S&p Global (SPGI) 0.0 $228k 457.00 498.03
Bank of New York Mellon Corporation (BK) 0.0 $220k 2.9k 76.83
Novo-nordisk A S Adr (NVO) 0.0 $214k 2.5k 86.02
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $214k 1.7k 124.96
General Dynamics Corporation (GD) 0.0 $209k 793.00 263.49
Booking Holdings (BKNG) 0.0 $209k 42.00 4968.43
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $208k 2.3k 90.93
Motorola Solutions Com New (MSI) 0.0 $208k 449.00 462.24
Chubb (CB) 0.0 $205k 743.00 276.30
Southern Company (SO) 0.0 $204k 2.5k 82.32
Select Sector Spdr Tr Technology (XLK) 0.0 $204k 877.00 232.55
Humana (HUM) 0.0 $203k 798.00 253.71
Arista Networks 0.0 $202k 1.8k 110.53
Boeing Company (BA) 0.0 $201k 1.1k 177.06
MercadoLibre (MELI) 0.0 $201k 118.00 1700.73
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $201k 498.00 402.70
Royce Micro Capital Trust (RMT) 0.0 $148k 15k 9.75
Blend Labs Cl A (BLND) 0.0 $132k 31k 4.21
Qurate Retail Com Ser A 0.0 $3.4k 10k 0.33
Cero Therapeutics Hldgs Class A Com 0.0 $2.0k 33k 0.06