Revolve Wealth Partners

Revolve Wealth Partners as of Sept. 30, 2025

Portfolio Holdings for Revolve Wealth Partners

Revolve Wealth Partners holds 232 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 15.4 $128M 391k 328.17
Ishares Tr Core Msci Eafe (IEFA) 6.1 $51M 581k 87.31
Ea Series Trust Intl Quan Value (IVAL) 5.1 $42M 1.4M 30.17
Ea Series Trust Sparkline Intang (ITAN) 3.3 $28M 800k 34.72
Spdr Series Trust Nuveen Ice High (HYMB) 3.3 $28M 1.1M 24.93
Ea Series Trust Us Quan Momentum (QMOM) 3.3 $27M 424k 64.44
Cambria Etf Tr Shshld Yield Etf (SYLD) 3.1 $26M 382k 68.66
RBB Us Treas 3 Mnth (TBIL) 3.1 $26M 511k 50.00
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.9 $24M 1.0M 23.28
Spdr Series Trust Nuveen Ice Munic (TFI) 2.3 $19M 421k 45.57
Apple (AAPL) 2.3 $19M 75k 254.63
Wisdomtree Tr Intl Qulty Div (IQDG) 2.2 $18M 460k 39.88
Wisdomtree Tr Us Largecap Divd (DLN) 2.2 $18M 209k 87.03
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.1 $18M 753k 23.47
Dimensional Etf Trust Core Fixed Incom (DFCF) 2.1 $18M 411k 42.76
Vaneck Etf Trust High Yld Munietf (HYD) 2.0 $16M 321k 50.90
Ishares Tr National Mun Etf (MUB) 1.8 $15M 142k 106.49
Microsoft Corporation (MSFT) 1.8 $15M 29k 517.95
NVIDIA Corporation (NVDA) 1.7 $14M 77k 186.58
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.7 $14M 448k 31.91
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.6 $13M 131k 99.53
Ishares Tr Core S&p500 Etf (IVV) 1.6 $13M 19k 669.31
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.4 $11M 428k 26.34
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $8.0M 134k 59.92
Vanguard Index Fds Growth Etf (VUG) 0.9 $7.2M 15k 479.62
Tesla Motors (TSLA) 0.8 $6.9M 16k 444.72
Meta Platforms Cl A (META) 0.8 $6.5M 8.8k 734.40
Amazon (AMZN) 0.7 $5.9M 27k 219.57
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.7 $5.9M 319k 18.58
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $5.9M 52k 113.88
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $5.1M 7.7k 666.16
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $4.7M 64k 73.46
JPMorgan Chase & Co. (JPM) 0.5 $4.5M 14k 315.43
Alphabet Cap Stk Cl A (GOOGL) 0.5 $4.4M 18k 243.11
Visa Com Cl A (V) 0.5 $4.1M 12k 341.39
Amgen (AMGN) 0.5 $4.1M 15k 282.20
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $3.9M 6.4k 612.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $3.3M 6.6k 502.71
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $3.2M 108k 29.64
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $3.1M 11k 293.73
Broadcom (AVGO) 0.4 $3.1M 9.4k 329.92
Ishares Tr Russell 2000 Etf (IWM) 0.4 $2.9M 12k 241.97
Dimensional Etf Trust International (DFSI) 0.3 $2.6M 64k 40.95
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $2.6M 95k 27.30
Alphabet Cap Stk Cl C (GOOG) 0.3 $2.6M 11k 243.55
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $2.6M 5.5k 468.41
Ishares Tr Eafe Value Etf (EFV) 0.3 $2.5M 38k 67.83
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $2.5M 4.2k 600.36
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $2.5M 89k 27.90
Ishares Tr Core Msci Total (IXUS) 0.3 $2.4M 29k 82.58
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $2.4M 20k 118.83
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.3 $2.3M 23k 99.45
Vanguard Index Fds Small Cp Etf (VB) 0.3 $2.3M 8.9k 254.28
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $2.3M 3.8k 596.03
Ishares Tr Esg Msci Kld 400 (DSI) 0.3 $2.2M 18k 125.95
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $2.1M 32k 65.26
Ea Series Trust Alpha Architect 0.3 $2.1M 39k 53.99
Mastercard Incorporated Cl A (MA) 0.2 $2.1M 3.6k 568.89
Colgate-Palmolive Company (CL) 0.2 $2.0M 25k 79.94
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.2 $1.9M 44k 43.83
Equinix (EQIX) 0.2 $1.9M 2.5k 783.24
Compass Cl A (COMP) 0.2 $1.8M 229k 8.03
Abbvie (ABBV) 0.2 $1.7M 7.6k 231.54
Oracle Corporation (ORCL) 0.2 $1.7M 6.0k 281.25
Toll Brothers (TOL) 0.2 $1.6M 12k 138.14
Ishares Tr New York Mun Etf (NYF) 0.2 $1.5M 29k 53.35
American Centy Etf Tr Avantis Responsi (AVSD) 0.2 $1.5M 21k 71.55
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.4M 8.1k 174.57
Johnson & Johnson (JNJ) 0.2 $1.4M 7.6k 185.42
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $1.4M 32k 44.10
Ishares Tr Esg Eafe Etf (DMXF) 0.2 $1.3M 17k 75.74
Netflix (NFLX) 0.2 $1.3M 1.1k 1198.92
Exxon Mobil Corporation (XOM) 0.2 $1.3M 11k 112.75
Advanced Micro Devices (AMD) 0.2 $1.3M 7.7k 161.79
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $1.2M 39k 31.84
UnitedHealth (UNH) 0.1 $1.2M 3.6k 345.30
Palantir Technologies Cl A (PLTR) 0.1 $1.2M 6.6k 182.42
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $1.2M 25k 48.68
Amphenol Corp Cl A (APH) 0.1 $1.2M 9.4k 123.75
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.1M 23k 50.07
Costco Wholesale Corporation (COST) 0.1 $1.1M 1.2k 925.76
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.1M 5.2k 215.79
Home Depot (HD) 0.1 $1.1M 2.7k 405.17
Eli Lilly & Co. (LLY) 0.1 $1.1M 1.4k 763.02
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $1.1M 28k 38.69
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $1.0M 7.4k 142.41
Wal-Mart Stores (WMT) 0.1 $1.0M 9.9k 103.06
Uber Technologies (UBER) 0.1 $1.0M 10k 97.97
Blackstone Group Inc Com Cl A (BX) 0.1 $998k 5.8k 170.85
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $998k 6.7k 148.61
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $965k 9.6k 100.25
Lennar Corp Cl A (LEN) 0.1 $939k 7.4k 126.04
Procter & Gamble Company (PG) 0.1 $904k 5.9k 153.64
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $900k 6.4k 139.67
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $899k 3.1k 293.76
Intuitive Surgical Com New (ISRG) 0.1 $872k 1.9k 447.23
Raytheon Technologies Corp (RTX) 0.1 $844k 5.0k 167.33
Servicenow (NOW) 0.1 $825k 896.00 920.28
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $823k 31k 26.30
Bank of America Corporation (BAC) 0.1 $760k 15k 51.59
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $753k 14k 54.18
Ishares Tr Msci Eafe Etf (EFA) 0.1 $725k 7.8k 93.37
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $697k 7.2k 96.55
Ge Aerospace Com New (GE) 0.1 $695k 2.3k 300.84
Chevron Corporation (CVX) 0.1 $693k 4.5k 155.29
Applovin Corp Com Cl A (APP) 0.1 $686k 955.00 718.54
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $686k 7.6k 89.77
CSX Corporation (CSX) 0.1 $683k 19k 35.51
International Business Machines (IBM) 0.1 $677k 2.4k 282.10
Goldman Sachs (GS) 0.1 $659k 828.00 796.43
Micron Technology (MU) 0.1 $657k 3.9k 167.32
Abbott Laboratories (ABT) 0.1 $638k 4.8k 133.94
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $633k 12k 53.40
McDonald's Corporation (MCD) 0.1 $628k 2.1k 303.89
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $612k 14k 42.96
Cisco Systems (CSCO) 0.1 $610k 8.9k 68.42
Spdr Series Trust Portfolio S&p400 (SPMD) 0.1 $608k 11k 57.19
Intuit (INTU) 0.1 $596k 873.00 682.91
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.1 $590k 13k 45.42
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $582k 2.1k 273.65
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $580k 20k 29.11
IDEXX Laboratories (IDXX) 0.1 $557k 872.00 638.89
Analog Devices (ADI) 0.1 $553k 2.3k 245.70
Walt Disney Company (DIS) 0.1 $552k 4.8k 114.51
Air Products & Chemicals (APD) 0.1 $549k 2.0k 272.72
Ishares Core Msci Emkt (IEMG) 0.1 $545k 8.3k 65.92
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $542k 5.1k 106.78
Coca-Cola Company (KO) 0.1 $533k 8.0k 66.32
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $526k 12k 45.21
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.1 $525k 8.6k 61.17
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $522k 14k 37.94
Honeywell International (HON) 0.1 $496k 2.4k 210.51
At&t (T) 0.1 $488k 17k 28.24
American Express Company (AXP) 0.1 $486k 1.5k 332.19
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $473k 18k 25.71
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.1 $463k 18k 25.42
Adobe Systems Incorporated (ADBE) 0.1 $462k 1.3k 352.75
salesforce (CRM) 0.1 $455k 1.9k 237.00
Insulet Corporation (PODD) 0.1 $449k 1.5k 308.73
Qualcomm (QCOM) 0.1 $443k 2.7k 166.38
Ishares Tr Russell 3000 Etf (IWV) 0.1 $421k 1.1k 378.79
Philip Morris International (PM) 0.0 $413k 2.5k 162.20
Capital One Financial (COF) 0.0 $413k 1.9k 212.58
Dex (DXCM) 0.0 $405k 6.0k 67.29
Crowdstrike Hldgs Cl A (CRWD) 0.0 $404k 824.00 490.38
Merck & Co (MRK) 0.0 $398k 4.7k 83.93
Gilead Sciences (GILD) 0.0 $396k 3.6k 110.99
Wells Fargo & Company (WFC) 0.0 $396k 4.7k 83.82
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $396k 2.4k 164.54
Oneok (OKE) 0.0 $393k 5.4k 72.97
Linde SHS (LIN) 0.0 $391k 823.00 475.00
RBB Us Trsry 6 Mnth (XBIL) 0.0 $391k 7.8k 50.19
Consolidated Edison (ED) 0.0 $386k 3.8k 100.52
Rockwell Automation (ROK) 0.0 $384k 1.1k 349.47
Verizon Communications (VZ) 0.0 $381k 8.7k 43.95
Pfizer (PFE) 0.0 $381k 15k 25.48
Vanguard Index Fds Value Etf (VTV) 0.0 $371k 2.0k 186.49
Eaton Corp SHS (ETN) 0.0 $371k 991.00 374.25
Blackrock (BLK) 0.0 $370k 317.00 1166.04
Duke Energy Corp Com New (DUK) 0.0 $366k 3.0k 123.77
Danaher Corporation (DHR) 0.0 $361k 1.8k 198.26
Raymond James Financial (RJF) 0.0 $359k 2.1k 172.60
Nextera Energy (NEE) 0.0 $358k 4.7k 75.48
TJX Companies (TJX) 0.0 $356k 2.5k 144.54
Ishares Tr U.s. Tech Etf (IYW) 0.0 $356k 1.8k 195.86
Vanguard Index Fds Large Cap Etf (VV) 0.0 $350k 1.1k 307.94
Ge Vernova (GEV) 0.0 $349k 567.00 614.90
Mettler-Toledo International (MTD) 0.0 $349k 284.00 1227.61
Pepsi (PEP) 0.0 $347k 2.5k 140.41
Ishares Tr Rus 1000 Etf (IWB) 0.0 $334k 914.00 365.48
Public Service Enterprise (PEG) 0.0 $323k 3.9k 83.45
General Dynamics Corporation (GD) 0.0 $323k 947.00 341.00
Caterpillar (CAT) 0.0 $318k 665.00 477.42
Emerson Electric (EMR) 0.0 $303k 2.3k 131.18
Lowe's Companies (LOW) 0.0 $293k 1.2k 251.39
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $289k 1.4k 203.54
Morgan Stanley Com New (MS) 0.0 $289k 1.8k 158.97
Royal Caribbean Cruises (RCL) 0.0 $288k 889.00 323.46
Arista Networks Com Shs (ANET) 0.0 $281k 1.9k 145.71
MercadoLibre (MELI) 0.0 $281k 120.00 2337.33
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $278k 5.6k 49.46
Ishares Gold Tr Ishares New (IAU) 0.0 $277k 3.8k 72.77
Veeva Sys Cl A Com (VEEV) 0.0 $277k 929.00 297.91
Progressive Corporation (PGR) 0.0 $276k 1.1k 246.95
Boeing Company (BA) 0.0 $269k 1.2k 215.89
Parker-Hannifin Corporation (PH) 0.0 $265k 349.00 758.17
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $264k 568.00 463.91
Bank of New York Mellon Corporation (BK) 0.0 $264k 2.4k 108.96
Thermo Fisher Scientific (TMO) 0.0 $260k 537.00 484.59
Lam Research Corp Com New (LRCX) 0.0 $260k 1.9k 133.90
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $258k 1.4k 189.72
Applied Materials (AMAT) 0.0 $258k 1.3k 204.74
Charles Schwab Corporation (SCHW) 0.0 $257k 2.7k 95.47
CVS Caremark Corporation (CVS) 0.0 $255k 3.4k 75.40
Welltower Inc Com reit (WELL) 0.0 $254k 1.4k 178.14
Spdr Gold Tr Gold Shs (GLD) 0.0 $252k 709.00 355.47
Ameriprise Financial (AMP) 0.0 $251k 510.00 491.26
S&p Global (SPGI) 0.0 $243k 499.00 486.71
McKesson Corporation (MCK) 0.0 $243k 314.00 772.54
Southern Company (SO) 0.0 $241k 2.5k 94.77
Pinterest Cl A (PINS) 0.0 $241k 7.5k 32.17
Citigroup Com New (C) 0.0 $240k 2.4k 101.52
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $237k 3.2k 74.36
Kla Corp Com New (KLAC) 0.0 $236k 219.00 1078.60
Chubb (CB) 0.0 $227k 804.00 282.27
Comcast Corp Cl A (CMCSA) 0.0 $227k 7.2k 31.42
Travelers Companies (TRV) 0.0 $226k 808.00 279.26
General Motors Company (GM) 0.0 $224k 3.7k 60.97
Kroger (KR) 0.0 $223k 3.3k 67.41
Humana (HUM) 0.0 $222k 853.00 260.18
Altria (MO) 0.0 $221k 3.3k 66.07
RBB Us Treasry 12 Mt (OBIL) 0.0 $218k 4.3k 50.30
Waste Management (WM) 0.0 $215k 973.00 220.86
Northrop Grumman Corporation (NOC) 0.0 $211k 346.00 609.32
Booking Holdings (BKNG) 0.0 $211k 39.00 5399.28
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $210k 708.00 297.16
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $210k 1.6k 129.72
Metropcs Communications (TMUS) 0.0 $210k 878.00 239.27
Tractor Supply Company (TSCO) 0.0 $210k 3.7k 56.87
Union Pacific Corporation (UNP) 0.0 $210k 886.00 236.42
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $209k 2.2k 95.89
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $208k 2.2k 92.98
Boston Scientific Corporation (BSX) 0.0 $208k 2.1k 97.63
Tapestry (TPR) 0.0 $206k 1.8k 113.22
American Intl Group Com New (AIG) 0.0 $204k 2.6k 78.55
Select Sector Spdr Tr Technology (XLK) 0.0 $202k 716.00 281.91
Trane Technologies SHS (TT) 0.0 $200k 475.00 421.96
Kenvue (KVUE) 0.0 $162k 10k 16.23
Blend Labs Cl A (BLND) 0.0 $115k 31k 3.65
Transocean Registered Shs (RIG) 0.0 $38k 12k 3.12
W&T Offshore (WTI) 0.0 $21k 11k 1.82
Sutro Biopharma (STRO) 0.0 $9.6k 11k 0.87