Revolve Wealth Partners

Revolve Wealth Partners as of Dec. 31, 2025

Portfolio Holdings for Revolve Wealth Partners

Revolve Wealth Partners holds 228 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 15.2 $130M 386k 335.27
Ishares Tr Core Msci Eafe (IEFA) 6.1 $52M 583k 89.46
Ea Series Trust Intl Quan Value (IVAL) 5.1 $44M 1.4M 31.46
Ea Series Trust Sparkline Intang (ITAN) 3.5 $29M 793k 37.04
Ea Series Trust Us Quan Momentum (QMOM) 3.3 $28M 428k 65.29
Cambria Etf Tr Shshld Yield Etf (SYLD) 3.2 $27M 387k 69.52
Spdr Series Trust State Street Spd (HYMB) 3.1 $27M 1.1M 24.94
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.0 $25M 1.0M 24.04
RBB Us Treas 3 Mnth (TBIL) 2.8 $24M 486k 49.88
Spdr Series Trust State Street Spd (TFI) 2.4 $20M 442k 45.71
Wisdomtree Tr Intl Qulty Div (IQDG) 2.3 $19M 467k 41.48
Apple (AAPL) 2.3 $19M 71k 271.86
Wisdomtree Tr Us Largecap Divd (DLN) 2.2 $19M 212k 88.08
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.2 $19M 790k 23.37
Dimensional Etf Trust Core Fixed Incom (DFCF) 2.1 $18M 425k 42.56
Ishares Tr National Mun Etf (MUB) 1.9 $16M 149k 107.11
Vaneck Etf Trust High Yld Munietf (HYD) 1.8 $15M 301k 51.12
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.7 $15M 452k 32.62
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.6 $14M 134k 101.98
NVIDIA Corporation (NVDA) 1.6 $13M 71k 186.50
Microsoft Corporation (MSFT) 1.5 $13M 27k 483.61
Ishares Tr Core S&p500 Etf (IVV) 1.4 $12M 18k 684.94
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.4 $12M 431k 26.91
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $8.7M 139k 62.47
Vanguard Index Fds Growth Etf (VUG) 0.9 $7.6M 16k 487.86
Tesla Motors (TSLA) 0.8 $6.7M 15k 449.72
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.7 $6.2M 331k 18.60
Meta Platforms Cl A (META) 0.7 $6.0M 9.1k 660.11
Amazon (AMZN) 0.7 $5.8M 25k 230.82
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $5.8M 51k 113.92
Alphabet Cap Stk Cl A (GOOGL) 0.7 $5.6M 18k 313.00
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $4.8M 64k 75.44
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $4.6M 6.8k 681.90
Amgen (AMGN) 0.5 $4.6M 14k 327.32
JPMorgan Chase & Co. (JPM) 0.5 $4.6M 14k 322.22
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $4.1M 6.6k 627.11
Visa Com Cl A (V) 0.5 $4.1M 12k 350.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $3.3M 6.7k 502.62
Broadcom (AVGO) 0.4 $3.3M 9.6k 346.12
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $3.2M 107k 30.07
Alphabet Cap Stk Cl C (GOOG) 0.4 $3.2M 10k 313.79
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $3.1M 11k 290.22
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) 0.3 $2.8M 48k 58.76
Dimensional Etf Trust International (DFSI) 0.3 $2.8M 66k 42.85
Ishares Tr Eafe Value Etf (EFV) 0.3 $2.7M 37k 71.41
Ea Series Trust Alpha Architect (AAEQ) 0.3 $2.6M 53k 49.33
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $2.6M 95k 27.43
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $2.5M 89k 28.48
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $2.5M 5.3k 473.30
Ishares Tr Russell 2000 Etf (IWM) 0.3 $2.5M 10k 246.16
Ishares Tr Core Msci Total (IXUS) 0.3 $2.5M 29k 84.64
Compass Cl A (COMP) 0.3 $2.4M 229k 10.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $2.4M 3.8k 614.31
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.3 $2.4M 24k 97.80
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $2.3M 19k 120.18
Ishares Tr Esg Msci Kld 400 (DSI) 0.3 $2.3M 18k 128.83
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $2.3M 3.8k 603.28
Vanguard Index Fds Small Cp Etf (VB) 0.3 $2.2M 8.4k 257.96
Ea Series Trust Alpha Architect (AAUS) 0.2 $2.1M 38k 55.11
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.2 $2.1M 46k 45.05
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $2.0M 31k 66.00
Mastercard Incorporated Cl A (MA) 0.2 $2.0M 3.4k 570.84
Equinix (EQIX) 0.2 $1.8M 2.4k 766.16
American Centy Etf Tr Us Eqt Etf (AVUS) 0.2 $1.8M 16k 111.78
Abbvie (ABBV) 0.2 $1.7M 7.6k 228.50
Eli Lilly & Co. (LLY) 0.2 $1.7M 1.6k 1074.71
Advanced Micro Devices (AMD) 0.2 $1.7M 7.9k 214.16
American Centy Etf Tr Avantis Responsi (AVSD) 0.2 $1.6M 22k 74.26
Ishares Tr New York Mun Etf (NYF) 0.2 $1.6M 30k 53.51
Johnson & Johnson (JNJ) 0.2 $1.6M 7.6k 206.95
Toll Brothers (TOL) 0.2 $1.6M 12k 135.22
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $1.5M 33k 44.65
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.4M 8.1k 177.36
Ishares Tr Esg Eafe Etf (DMXF) 0.2 $1.4M 18k 75.16
Exxon Mobil Corporation (XOM) 0.2 $1.4M 11k 120.35
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.3M 26k 50.29
Amphenol Corp Cl A (APH) 0.1 $1.3M 9.4k 135.14
Colgate-Palmolive Company (CL) 0.1 $1.3M 16k 79.02
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $1.2M 26k 47.74
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $1.2M 37k 32.89
Palantir Technologies Cl A (PLTR) 0.1 $1.2M 6.7k 177.75
UnitedHealth (UNH) 0.1 $1.2M 3.5k 330.11
Micron Technology (MU) 0.1 $1.1M 4.0k 285.41
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $1.1M 29k 39.10
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.1M 5.1k 219.77
Intuitive Surgical Com New (ISRG) 0.1 $1.1M 1.9k 566.36
Oracle Corporation (ORCL) 0.1 $1.1M 5.6k 194.92
Wal-Mart Stores (WMT) 0.1 $1.1M 9.8k 111.42
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $1.1M 6.6k 160.97
Costco Wholesale Corporation (COST) 0.1 $988k 1.1k 862.47
Netflix (NFLX) 0.1 $978k 10k 93.76
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $965k 7.0k 136.94
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $956k 9.6k 99.88
Raytheon Technologies Corp (RTX) 0.1 $928k 5.1k 183.42
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $868k 16k 53.76
Blackstone Group Inc Com Cl A (BX) 0.1 $863k 5.6k 154.14
Home Depot (HD) 0.1 $860k 2.5k 344.06
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $854k 3.1k 279.11
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $840k 6.0k 141.05
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $825k 30k 27.21
Procter & Gamble Company (PG) 0.1 $790k 5.5k 143.32
Bank of America Corporation (BAC) 0.1 $767k 14k 55.00
Lennar Corp Cl A (LEN) 0.1 $763k 7.4k 102.80
Uber Technologies (UBER) 0.1 $760k 9.3k 81.71
Ishares Tr Msci Eafe Etf (EFA) 0.1 $746k 7.8k 96.03
Goldman Sachs (GS) 0.1 $734k 835.00 879.12
International Business Machines (IBM) 0.1 $715k 2.4k 296.23
Cisco Systems (CSCO) 0.1 $705k 9.2k 77.03
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $693k 14k 50.94
Servicenow (NOW) 0.1 $691k 4.5k 153.19
Royal Caribbean Cruises (RCL) 0.1 $682k 2.4k 278.89
CSX Corporation (CSX) 0.1 $679k 19k 36.25
Chevron Corporation (CVX) 0.1 $666k 4.4k 152.41
Ge Aerospace Com New (GE) 0.1 $663k 2.2k 308.05
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $644k 14k 45.21
Applovin Corp Com Cl A (APP) 0.1 $636k 944.00 673.82
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $633k 12k 54.71
Analog Devices (ADI) 0.1 $618k 2.3k 271.20
Spdr Series Trust State Street Spd (SPMD) 0.1 $616k 11k 57.91
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.1 $596k 13k 45.89
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $589k 2.1k 276.94
IDEXX Laboratories (IDXX) 0.1 $589k 870.00 676.53
Intuit (INTU) 0.1 $588k 888.00 662.42
Coca-Cola Company (KO) 0.1 $585k 8.4k 69.91
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $581k 20k 29.61
Abbott Laboratories (ABT) 0.1 $577k 4.6k 125.30
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.1 $562k 8.6k 65.55
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $545k 12k 46.92
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $542k 5.1k 106.70
American Express Company (AXP) 0.1 $540k 1.5k 369.99
Vanguard Index Fds Value Etf (VTV) 0.1 $538k 2.8k 190.99
Walt Disney Company (DIS) 0.1 $526k 4.6k 113.78
Merck & Co (MRK) 0.1 $523k 5.0k 105.25
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $522k 7.6k 68.36
salesforce (CRM) 0.1 $511k 1.9k 264.91
Ishares Core Msci Emkt (IEMG) 0.1 $496k 7.4k 67.22
Air Products & Chemicals (APD) 0.1 $482k 1.9k 247.03
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $481k 18k 26.23
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $479k 6.5k 74.07
Rockwell Automation (ROK) 0.1 $476k 1.2k 389.01
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.1 $470k 18k 25.81
Adobe Systems Incorporated (ADBE) 0.1 $462k 1.3k 349.99
McDonald's Corporation (MCD) 0.1 $455k 1.5k 305.63
Capital One Financial (COF) 0.1 $454k 1.9k 242.37
Honeywell International (HON) 0.1 $448k 2.3k 195.11
Wells Fargo & Company (WFC) 0.1 $447k 4.8k 93.19
Gilead Sciences (GILD) 0.1 $439k 3.6k 122.74
Ishares Tr Russell 3000 Etf (IWV) 0.1 $431k 1.1k 386.72
Danaher Corporation (DHR) 0.1 $428k 1.9k 228.92
Qualcomm (QCOM) 0.0 $425k 2.5k 171.08
Insulet Corporation (PODD) 0.0 $424k 1.5k 284.24
At&t (T) 0.0 $415k 17k 24.84
Oneok (OKE) 0.0 $404k 5.5k 73.50
Dex (DXCM) 0.0 $403k 6.1k 66.37
Mettler-Toledo International (MTD) 0.0 $397k 285.00 1394.19
Caterpillar (CAT) 0.0 $390k 681.00 573.21
Nextera Energy (NEE) 0.0 $389k 4.8k 80.28
Crowdstrike Hldgs Cl A (CRWD) 0.0 $387k 825.00 468.76
Philip Morris International (PM) 0.0 $385k 2.4k 160.41
Consolidated Edison (ED) 0.0 $383k 3.9k 99.32
TJX Companies (TJX) 0.0 $381k 2.5k 153.61
Pepsi (PEP) 0.0 $371k 2.6k 143.49
Ishares Tr U.s. Tech Etf (IYW) 0.0 $363k 1.8k 199.68
Vanguard Index Fds Large Cap Etf (VV) 0.0 $359k 1.1k 314.76
Thermo Fisher Scientific (TMO) 0.0 $353k 610.00 579.00
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $350k 4.3k 82.32
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $345k 2.1k 167.94
Duke Energy Corp Com New (DUK) 0.0 $339k 2.9k 117.19
Lam Research Corp Com New (LRCX) 0.0 $339k 2.0k 171.19
Verizon Communications (VZ) 0.0 $337k 8.3k 40.73
Ge Vernova (GEV) 0.0 $337k 515.00 653.57
Linde SHS (LIN) 0.0 $336k 789.00 426.39
Morgan Stanley Com New (MS) 0.0 $336k 1.9k 177.55
Pfizer (PFE) 0.0 $334k 13k 24.90
Raymond James Financial (RJF) 0.0 $332k 2.1k 160.59
Applied Materials (AMAT) 0.0 $332k 1.3k 256.99
Blackrock (BLK) 0.0 $330k 308.00 1070.53
General Dynamics Corporation (GD) 0.0 $329k 978.00 336.66
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $325k 8.3k 39.02
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $324k 3.4k 96.27
Public Service Enterprise (PEG) 0.0 $313k 3.9k 80.30
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.0 $312k 4.1k 75.77
Ishares Gold Tr Ishares New (IAU) 0.0 $309k 3.8k 81.17
Eaton Corp SHS (ETN) 0.0 $305k 958.00 318.51
Emerson Electric (EMR) 0.0 $305k 2.3k 132.72
Parker-Hannifin Corporation (PH) 0.0 $305k 347.00 879.01
Citigroup Com New (C) 0.0 $290k 2.5k 116.68
Bank of New York Mellon Corporation (BK) 0.0 $282k 2.4k 116.10
Lowe's Companies (LOW) 0.0 $278k 1.2k 241.25
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $274k 570.00 480.41
Boeing Company (BA) 0.0 $274k 1.3k 217.20
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $273k 5.6k 48.32
Chubb (CB) 0.0 $266k 853.00 312.15
Humana (HUM) 0.0 $266k 1.0k 256.14
Welltower Inc Com reit (WELL) 0.0 $265k 1.4k 185.61
Kla Corp Com New (KLAC) 0.0 $265k 218.00 1215.08
CVS Caremark Corporation (CVS) 0.0 $254k 3.2k 79.36
Comcast Corp Cl A (CMCSA) 0.0 $253k 8.5k 29.89
McKesson Corporation (MCK) 0.0 $251k 306.00 820.30
Ishares Tr Rus 1000 Etf (IWB) 0.0 $250k 668.00 373.44
S&p Global (SPGI) 0.0 $248k 475.00 522.59
Progressive Corporation (PGR) 0.0 $247k 1.1k 227.72
Ameriprise Financial (AMP) 0.0 $244k 497.00 490.36
Arista Networks Com Shs (ANET) 0.0 $242k 1.8k 131.03
MercadoLibre (MELI) 0.0 $242k 120.00 2014.60
Spdr Gold Tr Gold Shs (GLD) 0.0 $241k 609.00 396.31
Tapestry (TPR) 0.0 $241k 1.9k 127.77
RBB Us Trsry 6 Mnth (XBIL) 0.0 $237k 4.7k 50.07
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $235k 1.2k 191.60
Travelers Companies (TRV) 0.0 $233k 802.00 290.12
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.0 $233k 2.0k 115.10
General Motors Company (GM) 0.0 $231k 2.8k 81.32
Booking Holdings (BKNG) 0.0 $225k 42.00 5355.33
Waste Management (WM) 0.0 $217k 987.00 219.75
Veeva Sys Cl A Com (VEEV) 0.0 $210k 940.00 223.23
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $210k 1.6k 131.59
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $209k 2.2k 95.08
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $208k 2.2k 96.88
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $206k 1.4k 143.98
Hartford Financial Services (HIG) 0.0 $206k 1.5k 137.81
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $202k 966.00 209.07
Union Pacific Corporation (UNP) 0.0 $202k 871.00 231.39
Southern Company (SO) 0.0 $201k 2.3k 87.21
3M Company (MMM) 0.0 $201k 1.3k 160.16
Charles Schwab Corporation (SCHW) 0.0 $201k 2.0k 99.92
Blend Labs Cl A (BLND) 0.0 $95k 31k 3.04
Transocean Registered Shs (RIG) 0.0 $52k 13k 4.13
W&T Offshore (WTI) 0.0 $19k 12k 1.63