Revolve Wealth Partners

Revolve Wealth Partners as of June 30, 2025

Portfolio Holdings for Revolve Wealth Partners

Revolve Wealth Partners holds 226 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 15.5 $119M 393k 303.93
Ishares Tr Core Msci Eafe (IEFA) 6.3 $49M 581k 83.48
Ea Series Trust Intl Quan Value (IVAL) 4.9 $38M 1.4M 27.88
Spdr Series Trust Nuveen Ice High (HYMB) 3.8 $29M 1.2M 24.78
Ea Series Trust Us Quan Momentum (QMOM) 3.4 $26M 407k 64.98
Ea Series Trust Sparkline Intang (ITAN) 3.3 $25M 776k 32.30
RBB Us Treas 3 Mnth (TBIL) 3.2 $24M 487k 49.99
Cambria Etf Tr Shshld Yield Etf (SYLD) 3.1 $24M 366k 65.03
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.7 $21M 945k 22.10
Spdr Series Trust Nuveen Ice Munic (TFI) 2.4 $18M 412k 44.67
Wisdomtree Tr Us Largecap Divd (DLN) 2.3 $18M 213k 82.14
Dimensional Etf Trust Core Fixed Incom (DFCF) 2.2 $17M 407k 42.26
Wisdomtree Tr Intl Qulty Div (IQDG) 2.2 $17M 426k 39.64
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.2 $17M 725k 23.24
Apple (AAPL) 1.8 $14M 68k 205.17
Ishares Tr National Mun Etf (MUB) 1.8 $14M 133k 104.48
Microsoft Corporation (MSFT) 1.8 $14M 27k 497.40
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.7 $13M 451k 29.21
NVIDIA Corporation (NVDA) 1.5 $12M 75k 157.99
Vaneck Etf Trust High Yld Munietf (HYD) 1.5 $12M 231k 50.21
Ishares Tr Core S&p500 Etf (IVV) 1.5 $11M 18k 620.90
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.4 $11M 122k 91.10
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.4 $11M 431k 24.44
Amgen Call Option (AMGN) 1.0 $7.4M 27k 279.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $7.4M 129k 57.01
Vanguard Index Fds Growth Etf (VUG) 0.9 $6.7M 15k 438.39
Meta Platforms Cl A (META) 0.8 $5.9M 8.0k 738.11
Amazon (AMZN) 0.8 $5.9M 27k 219.39
Ishares Tr Eafe Grwth Etf (EFG) 0.8 $5.8M 52k 112.00
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.7 $5.6M 306k 18.46
Tesla Motors (TSLA) 0.7 $5.5M 17k 317.66
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $4.8M 7.7k 617.83
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $4.4M 64k 69.09
Visa Com Cl A (V) 0.6 $4.3M 12k 355.04
JPMorgan Chase & Co. (JPM) 0.5 $4.1M 14k 289.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $4.0M 7.0k 568.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $3.2M 6.5k 485.74
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $3.1M 11k 279.84
Alphabet Cap Stk Cl A (GOOGL) 0.4 $3.1M 17k 176.23
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $3.0M 108k 28.05
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $2.8M 6.7k 424.58
Dimensional Etf Trust International (DFSI) 0.3 $2.6M 65k 39.41
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $2.5M 96k 26.50
Broadcom (AVGO) 0.3 $2.5M 9.1k 275.66
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $2.5M 4.5k 551.70
Ishares Tr Eafe Value Etf (EFV) 0.3 $2.4M 38k 63.48
Ishares Tr Russell 2000 Etf (IWM) 0.3 $2.3M 11k 215.79
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $2.2M 89k 25.30
Colgate-Palmolive Company (CL) 0.3 $2.2M 25k 90.90
Ishares Tr Core Msci Total (IXUS) 0.3 $2.2M 29k 77.31
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.3 $2.2M 24k 93.95
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $2.2M 20k 109.29
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $2.1M 3.8k 566.48
Equinix (EQIX) 0.3 $2.1M 2.7k 795.47
Ishares Tr Esg Msci Kld 400 (DSI) 0.3 $2.1M 18k 116.16
Vanguard Index Fds Small Cp Etf (VB) 0.3 $2.0M 8.6k 236.97
Mastercard Incorporated Cl A (MA) 0.3 $2.0M 3.6k 561.98
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $2.0M 33k 62.02
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.2 $1.8M 44k 41.91
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.8M 10k 177.40
UnitedHealth (UNH) 0.2 $1.8M 5.6k 311.97
Ishares Tr New York Mun Etf (NYF) 0.2 $1.5M 29k 52.14
Netflix (NFLX) 0.2 $1.5M 1.1k 1339.13
American Centy Etf Tr Avantis Responsi (AVSD) 0.2 $1.4M 22k 67.55
Compass Cl A (COMP) 0.2 $1.4M 229k 6.28
Abbvie (ABBV) 0.2 $1.4M 7.4k 185.63
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.3M 8.1k 164.46
Ishares Tr Esg Eafe Etf (DMXF) 0.2 $1.3M 17k 74.44
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $1.3M 31k 40.74
Oracle Corporation (ORCL) 0.2 $1.2M 5.7k 218.63
Costco Wholesale Corporation (COST) 0.2 $1.2M 1.2k 990.08
Amphenol Corp Cl A (APH) 0.2 $1.2M 12k 98.75
Eli Lilly & Co. (LLY) 0.2 $1.2M 1.5k 779.54
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.2 $1.2M 25k 48.45
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $1.2M 40k 29.43
Uber Technologies (UBER) 0.2 $1.2M 13k 93.30
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.2M 24k 49.03
Intuitive Surgical Com New (ISRG) 0.1 $1.1M 2.1k 543.41
Advanced Micro Devices (AMD) 0.1 $1.1M 7.5k 141.90
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.1M 5.2k 204.65
Johnson & Johnson (JNJ) 0.1 $1.1M 6.9k 152.74
Exxon Mobil Corporation (XOM) 0.1 $1.0M 9.3k 107.80
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $991k 28k 36.05
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $977k 7.0k 138.68
Home Depot (HD) 0.1 $971k 2.6k 366.66
Wal-Mart Stores (WMT) 0.1 $961k 9.8k 97.78
Procter & Gamble Company (PG) 0.1 $952k 6.0k 159.32
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $947k 3.3k 284.36
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $935k 9.4k 99.20
Servicenow (NOW) 0.1 $933k 907.00 1028.08
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $921k 8.0k 115.35
Blackstone Group Inc Com Cl A (BX) 0.1 $908k 6.1k 149.58
Palantir Technologies Cl A (PLTR) 0.1 $885k 6.5k 136.32
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $810k 6.1k 132.14
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $771k 31k 24.54
Raytheon Technologies Corp (RTX) 0.1 $751k 5.1k 146.01
International Business Machines (IBM) 0.1 $727k 2.5k 294.75
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $718k 6.8k 106.34
Ishares Tr Msci Eafe Etf (EFA) 0.1 $695k 7.8k 89.39
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $688k 14k 49.46
Intuit (INTU) 0.1 $677k 859.00 787.63
Bank of America Corporation (BAC) 0.1 $645k 14k 47.32
Coca-Cola Company (KO) 0.1 $643k 9.1k 70.75
Cisco Systems (CSCO) 0.1 $639k 9.2k 69.38
RBB Us Trsry 6 Mnth (XBIL) 0.1 $637k 13k 50.15
CSX Corporation (CSX) 0.1 $621k 19k 32.63
McDonald's Corporation (MCD) 0.1 $603k 2.1k 292.17
Walt Disney Company (DIS) 0.1 $590k 4.8k 124.02
Ge Aerospace Com New (GE) 0.1 $587k 2.3k 257.40
Spdr Series Trust Portfolio S&p400 (SPMD) 0.1 $578k 11k 54.38
Air Products & Chemicals (APD) 0.1 $578k 2.0k 282.06
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $575k 21k 27.67
salesforce (CRM) 0.1 $574k 2.1k 272.69
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $572k 12k 48.24
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $570k 14k 40.02
Honeywell International (HON) 0.1 $568k 2.4k 232.89
Goldman Sachs (GS) 0.1 $559k 790.00 707.79
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.1 $529k 13k 40.67
Analog Devices (ADI) 0.1 $527k 2.2k 238.02
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $524k 2.1k 246.51
Dex (DXCM) 0.1 $523k 6.0k 87.29
Ishares Core Msci Emkt (IEMG) 0.1 $523k 8.7k 60.03
Adobe Systems Incorporated (ADBE) 0.1 $510k 1.3k 386.88
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.1 $492k 8.6k 57.42
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $491k 12k 42.27
American Express Company (AXP) 0.1 $476k 1.5k 319.01
Philip Morris International (PM) 0.1 $468k 2.6k 182.12
Micron Technology (MU) 0.1 $466k 3.8k 123.25
Insulet Corporation (PODD) 0.1 $464k 1.5k 314.18
IDEXX Laboratories (IDXX) 0.1 $463k 864.00 536.34
Oneok (OKE) 0.1 $442k 5.4k 81.63
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $438k 18k 23.83
Qualcomm (QCOM) 0.1 $437k 2.7k 159.27
Pfizer (PFE) 0.1 $435k 18k 24.24
Crowdstrike Hldgs Cl A (CRWD) 0.1 $434k 852.00 509.31
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.1 $426k 18k 23.39
Ishares Tr Rus 1000 Etf (IWB) 0.1 $417k 1.2k 339.57
Chevron Corporation (CVX) 0.1 $403k 2.8k 143.18
Gilead Sciences (GILD) 0.1 $399k 3.6k 110.88
Ishares Tr Russell 3000 Etf (IWV) 0.1 $389k 1.1k 350.94
RBB Us Treasry 12 Mt (OBIL) 0.1 $388k 7.7k 50.20
Blackrock (BLK) 0.0 $380k 362.00 1049.36
Capital One Financial (COF) 0.0 $377k 1.8k 212.76
Consolidated Edison (ED) 0.0 $376k 3.8k 100.35
Abbott Laboratories (ABT) 0.0 $373k 2.7k 136.01
At&t (T) 0.0 $373k 13k 28.94
Wells Fargo & Company (WFC) 0.0 $370k 4.6k 80.11
Merck & Co (MRK) 0.0 $367k 4.6k 79.15
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.0 $367k 19k 19.65
Linde SHS (LIN) 0.0 $367k 782.00 469.18
Rockwell Automation (ROK) 0.0 $362k 1.1k 332.11
Vanguard Index Fds Value Etf (VTV) 0.0 $354k 2.0k 176.73
Eaton Corp SHS (ETN) 0.0 $353k 988.00 356.99
Nextera Energy (NEE) 0.0 $340k 4.9k 69.42
Duke Energy Corp Com New (DUK) 0.0 $335k 2.8k 118.01
Danaher Corporation (DHR) 0.0 $333k 1.7k 197.54
Mettler-Toledo International (MTD) 0.0 $330k 281.00 1174.72
Vanguard Index Fds Large Cap Etf (VV) 0.0 $325k 1.1k 285.30
Public Service Enterprise (PEG) 0.0 $324k 3.8k 84.17
Applovin Corp Com Cl A (APP) 0.0 $322k 921.00 350.08
Raymond James Financial (RJF) 0.0 $318k 2.1k 153.37
Ishares Tr U.s. Tech Etf (IYW) 0.0 $317k 1.8k 173.27
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $317k 2.1k 150.40
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $315k 5.7k 55.10
Progressive Corporation (PGR) 0.0 $311k 1.2k 266.86
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $309k 3.4k 91.97
MercadoLibre (MELI) 0.0 $303k 116.00 2614.09
TJX Companies (TJX) 0.0 $303k 2.5k 123.49
Verizon Communications (VZ) 0.0 $299k 6.9k 43.27
Ge Vernova (GEV) 0.0 $298k 564.00 529.15
Emerson Electric (EMR) 0.0 $297k 2.2k 133.33
Comcast Corp Cl A (CMCSA) 0.0 $290k 8.1k 35.69
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $287k 8.3k 34.48
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $282k 5.7k 49.51
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $276k 1.5k 181.75
General Dynamics Corporation (GD) 0.0 $271k 930.00 291.66
Parker-Hannifin Corporation (PH) 0.0 $271k 388.00 698.47
Ameriprise Financial (AMP) 0.0 $271k 507.00 533.73
Boston Scientific Corporation (BSX) 0.0 $270k 2.5k 107.41
Royal Caribbean Cruises (RCL) 0.0 $269k 860.00 313.02
Bank of New York Mellon Corporation (BK) 0.0 $268k 2.9k 91.11
Pinterest Cl A (PINS) 0.0 $266k 7.4k 35.86
Chipotle Mexican Grill (CMG) 0.0 $266k 4.7k 56.15
S&p Global (SPGI) 0.0 $261k 495.00 527.29
Booking Holdings (BKNG) 0.0 $261k 45.00 5789.24
Veeva Sys Cl A Com (VEEV) 0.0 $260k 903.00 287.98
Morgan Stanley Com New (MS) 0.0 $256k 1.8k 140.86
Boeing Company (BA) 0.0 $253k 1.2k 209.59
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $252k 12k 20.68
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $250k 568.00 440.54
Lowe's Companies (LOW) 0.0 $245k 1.1k 221.93
Carvana Cl A (CVNA) 0.0 $244k 725.00 336.96
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $243k 3.3k 73.64
Caterpillar (CAT) 0.0 $243k 625.00 388.41
Wisdomtree Tr Glb Us Qtly Div (DNL) 0.0 $241k 6.0k 40.27
RBB Us Treas 3 Yr Nt (UTRE) 0.0 $240k 4.8k 49.80
RBB Us Treasy 2 Yr (UTWO) 0.0 $238k 4.9k 48.54
Ishares Gold Tr Ishares New (IAU) 0.0 $238k 3.8k 62.36
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $237k 2.8k 84.83
Pepsi (PEP) 0.0 $236k 1.8k 132.04
Chubb (CB) 0.0 $235k 811.00 289.72
Hubspot (HUBS) 0.0 $233k 419.00 556.63
Travelers Companies (TRV) 0.0 $231k 862.00 267.57
McKesson Corporation (MCK) 0.0 $228k 311.00 732.78
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $227k 3.6k 63.71
Applied Materials (AMAT) 0.0 $225k 1.2k 183.07
Southern Company (SO) 0.0 $224k 2.4k 91.83
Wisdomtree Tr Us Midcap Fund (EZM) 0.0 $223k 3.6k 61.77
Waste Management (WM) 0.0 $223k 973.00 228.84
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $219k 711.00 308.36
Accenture Plc Ireland Shs Class A (ACN) 0.0 $215k 719.00 298.89
Kroger (KR) 0.0 $208k 2.9k 71.73
Trane Technologies SHS (TT) 0.0 $207k 472.00 437.41
Metropcs Communications (TMUS) 0.0 $206k 866.00 238.13
Welltower Inc Com reit (WELL) 0.0 $206k 1.3k 153.73
CVS Caremark Corporation (CVS) 0.0 $203k 2.9k 68.98
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $203k 2.3k 89.22
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $202k 1.6k 123.58
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $202k 2.2k 90.98
Texas Instruments Incorporated (TXN) 0.0 $201k 966.00 207.62
Humana (HUM) 0.0 $201k 820.00 244.48
Stryker Corporation (SYK) 0.0 $200k 506.00 395.63
Blend Labs Cl A (BLND) 0.0 $104k 31k 3.30
Transocean Registered Shs (RIG) 0.0 $30k 12k 2.59
W&T Offshore (WTI) 0.0 $22k 13k 1.65
Sutro Biopharma (STRO) 0.0 $7.4k 10k 0.71