Revolve Wealth Partners

Revolve Wealth Partners as of March 31, 2025

Portfolio Holdings for Revolve Wealth Partners

Revolve Wealth Partners holds 225 positions in its portfolio as reported in the March 2025 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 $103M 373k 274.84
Ishares Tr Core Msci Eafe (IEFA) 6.5 $45M 592k 75.65
Ea Series Trust Intl Quan Value (IVAL) 5.1 $35M 1.4M 25.54
Spdr Ser Tr Nuveen Bloomberg (HYMB) 4.5 $31M 1.2M 25.22
RBB Us Treas 3 Mnth (TBIL) 3.5 $24M 486k 50.01
Ea Series Trust Us Quan Momentum (QMOM) 3.2 $22M 376k 59.40
Ea Series Trust Sparkline Intang (ITAN) 3.1 $22M 722k 29.78
Cambria Etf Tr Shshld Yield Etf (SYLD) 3.0 $21M 330k 63.80
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 2.8 $19M 424k 45.07
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.6 $18M 903k 19.78
Wisdomtree Tr Us Largecap Divd (DLN) 2.5 $17M 220k 79.37
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.5 $17M 743k 23.16
Apple (AAPL) 2.3 $16M 73k 222.13
Wisdomtree Tr Intl Qulty Div (IQDG) 2.1 $15M 412k 35.68
Ishares Tr National Mun Etf (MUB) 2.0 $14M 128k 105.44
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.8 $12M 490k 25.04
Microsoft Corporation (MSFT) 1.5 $11M 28k 375.39
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.5 $10M 120k 87.17
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.5 $10M 471k 22.08
Ishares Tr Core S&p500 Etf (IVV) 1.5 $10M 18k 561.90
Vaneck Etf Trust High Yld Munietf (HYD) 1.4 $9.8M 192k 51.18
NVIDIA Corporation (NVDA) 1.2 $8.6M 80k 108.38
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $6.6M 129k 50.83
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.8 $5.7M 314k 18.06
Amazon (AMZN) 0.8 $5.4M 28k 190.26
Meta Platforms Cl A (META) 0.7 $5.2M 9.0k 576.37
Vanguard Index Fds Growth Etf (VUG) 0.7 $5.1M 14k 370.81
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $5.0M 50k 100.00
Amgen (AMGN) 0.7 $4.8M 16k 311.55
Tesla Motors (TSLA) 0.6 $4.3M 17k 259.16
Visa Com Cl A (V) 0.6 $4.3M 12k 350.46
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $4.3M 8.3k 513.94
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $4.1M 66k 62.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $3.9M 7.0k 559.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $3.5M 6.6k 532.55
JPMorgan Chase & Co. (JPM) 0.5 $3.4M 14k 245.29
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $2.9M 111k 26.20
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $2.8M 7.7k 361.09
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $2.8M 11k 258.63
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.6M 17k 154.64
Ishares Tr Russell 2000 Etf (IWM) 0.3 $2.4M 12k 199.49
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $2.4M 5.1k 468.90
Colgate-Palmolive Company (CL) 0.3 $2.3M 25k 93.70
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $2.3M 99k 23.43
Dimensional Etf Trust International (DFSI) 0.3 $2.3M 66k 34.89
Ishares Tr Eafe Value Etf (EFV) 0.3 $2.3M 39k 58.94
Equinix (EQIX) 0.3 $2.2M 2.6k 815.35
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $2.1M 4.0k 533.48
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $2.1M 77k 27.96
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $2.1M 20k 104.57
Ishares Tr Core Msci Total (IXUS) 0.3 $2.0M 29k 69.81
UnitedHealth (UNH) 0.3 $2.0M 3.8k 523.75
Vanguard Index Fds Small Cp Etf (VB) 0.3 $2.0M 9.0k 221.74
Compass Cl A (COMP) 0.3 $2.0M 229k 8.73
Mastercard Incorporated Cl A (MA) 0.3 $2.0M 3.6k 548.13
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $1.9M 33k 58.35
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.3 $1.9M 24k 78.28
Ishares Tr Esg Msci Kld 400 (DSI) 0.3 $1.8M 17k 102.41
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.3 $1.8M 44k 40.49
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.7M 11k 156.23
Abbvie (ABBV) 0.2 $1.6M 7.5k 209.53
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.6M 32k 49.62
Broadcom (AVGO) 0.2 $1.5M 9.1k 167.43
Johnson & Johnson (JNJ) 0.2 $1.5M 8.9k 165.85
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.2 $1.4M 33k 42.06
Eli Lilly & Co. (LLY) 0.2 $1.3M 1.6k 825.91
American Centy Etf Tr Avantis Responsi (AVSD) 0.2 $1.3M 22k 59.98
Ishares Tr New York Mun Etf (NYF) 0.2 $1.3M 25k 52.65
Shopify Cl A (SHOP) 0.2 $1.2M 13k 95.48
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.2 $1.2M 11k 111.49
Costco Wholesale Corporation (COST) 0.2 $1.2M 1.3k 945.91
Ishares Tr Esg Eafe Etf (DMXF) 0.2 $1.2M 17k 67.34
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $1.2M 30k 38.34
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.2M 7.3k 160.53
Exxon Mobil Corporation (XOM) 0.2 $1.1M 9.4k 118.92
Procter & Gamble Company (PG) 0.2 $1.1M 6.5k 170.41
Intuitive Surgical Com New (ISRG) 0.2 $1.1M 2.1k 495.27
Uber Technologies (UBER) 0.2 $1.0M 14k 72.86
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $1.0M 24k 42.92
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.0M 5.2k 193.97
Blackstone Group Inc Com Cl A (BX) 0.1 $1.0M 7.2k 139.78
Netflix (NFLX) 0.1 $999k 1.1k 932.53
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $932k 9.4k 98.92
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $922k 27k 34.21
Home Depot (HD) 0.1 $912k 2.5k 366.44
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $866k 7.4k 117.49
Wal-Mart Stores (WMT) 0.1 $854k 9.7k 87.79
Advanced Micro Devices (AMD) 0.1 $834k 8.1k 102.74
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $824k 35k 23.61
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $811k 6.4k 125.97
Oracle Corporation (ORCL) 0.1 $794k 5.7k 139.81
RBB Us Trsry 6 Mnth (XBIL) 0.1 $794k 16k 50.17
Servicenow (NOW) 0.1 $735k 923.00 796.14
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $713k 6.8k 105.60
Ishares Tr Msci Eafe Etf (EFA) 0.1 $680k 8.3k 81.73
Raytheon Technologies Corp (RTX) 0.1 $673k 5.1k 132.46
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $660k 2.7k 244.61
McDonald's Corporation (MCD) 0.1 $644k 2.1k 312.37
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $629k 22k 28.15
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $629k 14k 45.26
Coca-Cola Company (KO) 0.1 $629k 8.8k 71.62
Amphenol Corp Cl A (APH) 0.1 $611k 9.3k 65.59
Air Products & Chemicals (APD) 0.1 $604k 2.0k 294.92
Bank of America Corporation (BAC) 0.1 $590k 14k 41.73
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $586k 13k 43.70
Cisco Systems (CSCO) 0.1 $574k 9.3k 61.71
Oneok (OKE) 0.1 $566k 5.7k 99.22
Palantir Technologies Cl A (PLTR) 0.1 $557k 6.6k 84.40
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $552k 21k 26.58
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $547k 11k 51.18
Adobe Systems Incorporated (ADBE) 0.1 $543k 1.4k 383.53
Chevron Corporation (CVX) 0.1 $541k 3.2k 167.28
International Business Machines (IBM) 0.1 $533k 2.1k 248.68
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.1 $524k 14k 37.86
salesforce (CRM) 0.1 $522k 1.9k 268.36
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $517k 14k 36.14
Intuit (INTU) 0.1 $507k 826.00 613.99
Honeywell International (HON) 0.1 $505k 2.4k 211.76
Walt Disney Company (DIS) 0.1 $504k 5.1k 98.70
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $503k 7.7k 65.17
Goldman Sachs (GS) 0.1 $486k 889.00 546.30
RBB Us Treasry 12 Mt (OBIL) 0.1 $477k 9.5k 50.21
Ge Aerospace Com New (GE) 0.1 $474k 2.4k 200.16
CSX Corporation (CSX) 0.1 $472k 16k 29.43
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $470k 12k 40.41
Ishares Core Msci Emkt (IEMG) 0.1 $468k 8.7k 53.97
Ishares Tr Rus 1000 Etf (IWB) 0.1 $463k 1.5k 306.74
United Parcel Service CL B (UPS) 0.1 $461k 4.2k 109.99
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $449k 2.1k 210.94
Analog Devices (ADI) 0.1 $438k 2.2k 201.67
American Express Company (AXP) 0.1 $436k 1.6k 269.07
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.1 $429k 20k 21.74
Dex (DXCM) 0.1 $425k 6.2k 68.29
Pfizer (PFE) 0.1 $417k 17k 25.34
Consolidated Edison (ED) 0.1 $415k 3.8k 110.59
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.1 $414k 8.0k 51.99
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $402k 19k 21.53
Merck & Co (MRK) 0.1 $401k 4.5k 89.76
Qualcomm (QCOM) 0.1 $391k 2.5k 153.61
Gilead Sciences (GILD) 0.1 $391k 3.5k 112.05
Insulet Corporation (PODD) 0.1 $391k 1.5k 262.61
Danaher Corporation (DHR) 0.1 $390k 1.9k 205.00
Philip Morris International (PM) 0.1 $382k 2.4k 158.72
Duke Energy Corp Com New (DUK) 0.1 $370k 3.0k 121.98
Linde SHS (LIN) 0.1 $367k 787.00 465.64
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $366k 19k 19.59
At&t (T) 0.1 $364k 13k 28.28
IDEXX Laboratories (IDXX) 0.1 $362k 861.00 419.95
Schwab Strategic Tr Fundamental Emer (FNDE) 0.1 $361k 12k 30.80
Nextera Energy (NEE) 0.1 $357k 5.0k 70.89
Ishares Tr Russell 3000 Etf (IWV) 0.1 $351k 1.1k 317.64
Verizon Communications (VZ) 0.1 $347k 7.7k 45.36
Vanguard Index Fds Value Etf (VTV) 0.1 $346k 2.0k 172.73
Wells Fargo & Company (WFC) 0.0 $341k 4.8k 71.80
Progressive Corporation (PGR) 0.0 $340k 1.2k 283.01
Micron Technology (MU) 0.0 $338k 3.9k 86.89
Abbott Laboratories (ABT) 0.0 $330k 2.5k 132.65
Mettler-Toledo International (MTD) 0.0 $327k 277.00 1180.91
Comcast Corp Cl A (CMCSA) 0.0 $319k 8.7k 36.90
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $317k 2.5k 127.10
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $314k 5.7k 54.76
Ameriprise Financial (AMP) 0.0 $299k 618.00 484.11
Crowdstrike Hldgs Cl A (CRWD) 0.0 $295k 836.00 352.58
Vanguard Index Fds Large Cap Etf (VV) 0.0 $293k 1.1k 257.03
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $291k 9.4k 30.87
TJX Companies (TJX) 0.0 $289k 2.4k 121.80
Raymond James Financial (RJF) 0.0 $289k 2.1k 138.91
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $286k 3.4k 85.07
Accenture Plc Ireland Shs Class A (ACN) 0.0 $285k 914.00 312.04
Pepsi (PEP) 0.0 $284k 1.9k 149.98
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $278k 2.2k 128.96
Hubspot (HUBS) 0.0 $275k 481.00 571.29
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $273k 5.6k 48.82
Lowe's Companies (LOW) 0.0 $266k 1.1k 233.29
Kenvue (KVUE) 0.0 $262k 11k 23.98
Public Service Enterprise (PEG) 0.0 $259k 3.2k 82.31
Eaton Corp SHS (ETN) 0.0 $259k 951.00 271.83
Ishares Tr U.s. Tech Etf (IYW) 0.0 $257k 1.8k 140.44
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $253k 9.2k 27.39
S&p Global (SPGI) 0.0 $252k 496.00 508.10
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $252k 12k 20.68
Boston Scientific Corporation (BSX) 0.0 $252k 2.5k 100.88
Union Pacific Corporation (UNP) 0.0 $251k 1.1k 236.25
Bank of New York Mellon Corporation (BK) 0.0 $246k 2.9k 83.87
Applovin Corp Com Cl A (APP) 0.0 $243k 918.00 264.97
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $242k 3.3k 73.45
Parker-Hannifin Corporation (PH) 0.0 $242k 398.00 607.85
Travelers Companies (TRV) 0.0 $239k 902.00 264.47
Emerson Electric (EMR) 0.0 $239k 2.2k 109.64
RBB Us Treas 3 Yr Nt (UTRE) 0.0 $238k 4.8k 49.55
Chubb (CB) 0.0 $238k 789.00 301.99
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $238k 567.00 419.65
RBB Us Treasy 2 Yr (UTWO) 0.0 $238k 4.9k 48.47
Chipotle Mexican Grill (CMG) 0.0 $238k 4.7k 50.21
Thermo Fisher Scientific (TMO) 0.0 $237k 477.00 497.10
Metropcs Communications (TMUS) 0.0 $235k 882.00 266.85
Southern Company (SO) 0.0 $235k 2.6k 91.95
General Dynamics Corporation (GD) 0.0 $234k 857.00 272.58
Rockwell Automation (ROK) 0.0 $233k 900.00 258.33
MercadoLibre (MELI) 0.0 $230k 118.00 1951.20
Caterpillar (CAT) 0.0 $226k 684.00 329.96
Pinterest Cl A (PINS) 0.0 $226k 7.3k 31.00
Ishares Gold Tr Ishares New (IAU) 0.0 $225k 3.8k 58.96
Wisdomtree Tr Glb Us Qtly Div (DNL) 0.0 $224k 6.3k 35.67
Waste Management (WM) 0.0 $223k 963.00 231.52
Veeva Sys Cl A Com (VEEV) 0.0 $216k 933.00 231.63
Humana (HUM) 0.0 $216k 815.00 264.60
Wisdomtree Tr Us Midcap Fund (EZM) 0.0 $216k 3.6k 59.60
Texas Instruments Incorporated (TXN) 0.0 $214k 1.2k 179.70
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $213k 7.7k 27.57
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $213k 3.6k 59.75
Schwab Strategic Tr Fundamental Intl (FNDC) 0.0 $212k 5.9k 36.20
Lockheed Martin Corporation (LMT) 0.0 $211k 471.00 446.83
American Intl Group Com New (AIG) 0.0 $210k 2.4k 86.94
Booking Holdings (BKNG) 0.0 $207k 45.00 4606.91
Starbucks Corporation (SBUX) 0.0 $206k 2.1k 98.09
Tractor Supply Company (TSCO) 0.0 $204k 3.7k 55.10
Morgan Stanley Com New (MS) 0.0 $203k 1.7k 116.67
Altria (MO) 0.0 $202k 3.4k 60.01
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $202k 713.00 282.56
Boeing Company (BA) 0.0 $200k 1.2k 170.62
Blend Labs Cl A (BLND) 0.0 $106k 32k 3.35
Ocean Biomedical (OCEA) 0.0 $3.8k 70k 0.05
Phoenix Mtr Com New (PEVM) 0.0 $3.7k 11k 0.35
Qvc Group Com Ser A 0.0 $2.4k 12k 0.20