Revolve Wealth Partners

Revolve Wealth Partners as of March 31, 2026

Portfolio Holdings for Revolve Wealth Partners

Revolve Wealth Partners holds 229 positions in its portfolio as reported in the March 2026 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 $114M 356k 320.81
Ishares Tr Core Msci Eafe (IEFA) 6.1 $47M 523k 90.53
Ea Series Trust Intl Quan Value (IVAL) 5.5 $42M 1.2M 33.96
Ea Series Trust Us Quan Momentum (QMOM) 3.6 $28M 406k 68.31
Cambria Etf Tr Shshld Yield Etf (SYLD) 3.6 $28M 364k 75.41
Spdr Series Trust State Street Spd (HYMB) 3.5 $27M 1.1M 24.80
Ea Series Trust Sparkline Intang (ITAN) 3.4 $26M 732k 35.86
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.4 $26M 1.1M 24.75
Spdr Series Trust State Street Spd (TFI) 2.6 $20M 440k 45.34
Dimensional Etf Trust Core Fixed Incom (DFCF) 2.4 $18M 434k 42.22
Wisdomtree Tr Us Largecap Divd (DLN) 2.3 $18M 197k 89.33
Wisdomtree Tr Intl Qulty Div (IQDG) 2.3 $17M 433k 40.14
Apple (AAPL) 2.2 $17M 68k 253.79
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.2 $17M 740k 23.22
Vaneck Etf Trust High Yld Munietf (HYD) 1.9 $15M 295k 50.14
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.8 $14M 126k 110.47
NVIDIA Corporation (NVDA) 1.6 $13M 72k 174.40
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.6 $12M 423k 29.13
Ishares Tr National Mun Etf (MUB) 1.6 $12M 113k 106.15
Ishares Tr Core S&p500 Etf (IVV) 1.5 $12M 18k 653.23
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.4 $11M 414k 25.64
Microsoft Corporation (MSFT) 1.2 $9.3M 25k 370.17
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $8.2M 129k 64.08
RBB F/m Us Treasury (TBIL) 0.9 $6.6M 132k 49.86
Vanguard Index Fds Growth Etf (VUG) 0.8 $6.5M 15k 436.79
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $5.7M 51k 111.37
Invesco Exch Traded Fd Tr Ii Bloomberg Enhanc (IFLN) 0.7 $5.6M 314k 17.94
Alphabet Cap Stk Cl A (GOOGL) 0.7 $5.2M 18k 287.55
Meta Platforms Cl A (META) 0.7 $5.1M 8.9k 572.13
Amazon (AMZN) 0.7 $5.0M 24k 208.27
Amgen (AMGN) 0.6 $4.7M 13k 351.86
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $4.6M 60k 77.11
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $4.1M 6.3k 650.32
JPMorgan Chase & Co. (JPM) 0.5 $3.8M 13k 294.16
Visa Com Cl A (V) 0.5 $3.5M 12k 302.24
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $3.4M 5.6k 597.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $3.3M 6.8k 479.18
Broadcom (AVGO) 0.4 $3.1M 10k 309.50
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $3.0M 97k 30.96
Alphabet Cap Stk Cl C (GOOG) 0.4 $3.0M 10k 286.87
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $2.9M 95k 30.68
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.4 $2.9M 25k 116.29
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $2.8M 9.9k 287.19
Ishares Tr Eafe Value Etf (EFV) 0.4 $2.8M 38k 74.35
Dimensional Etf Trust International (DFSI) 0.3 $2.7M 63k 42.40
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $2.7M 4.6k 577.22
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $2.6M 89k 29.08
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.3 $2.5M 49k 50.98
Ishares Tr Russell 2000 Etf (IWM) 0.3 $2.4M 9.8k 248.00
Ishares Tr Core Msci Total (IXUS) 0.3 $2.4M 27k 86.64
Tesla Motors (TSLA) 0.3 $2.3M 6.2k 371.75
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.3 $2.3M 3.6k 616.76
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $2.2M 18k 124.31
Ishares Tr Esg Msci Kld 400 (DSI) 0.3 $2.2M 18k 121.19
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.3 $2.1M 46k 45.50
Vanguard Index Fds Small Cp Etf (VB) 0.3 $2.1M 7.9k 261.91
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.3 $2.0M 23k 90.94
Exxon Mobil Corporation (XOM) 0.3 $1.9M 11k 169.66
Johnson & Johnson (JNJ) 0.2 $1.9M 7.8k 244.45
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.9M 4.4k 426.43
American Centy Etf Tr Us Eqt Etf (AVUS) 0.2 $1.8M 16k 111.18
Ea Series Trust Alpha Architect (AAEQ) 0.2 $1.8M 38k 46.52
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $1.7M 26k 67.53
Abbvie (ABBV) 0.2 $1.7M 7.8k 217.49
Compass Cl A (COMP) 0.2 $1.7M 230k 7.31
Mastercard Incorporated Cl A (MA) 0.2 $1.7M 3.3k 499.66
Toll Brothers (TOL) 0.2 $1.6M 12k 136.47
Advanced Micro Devices (AMD) 0.2 $1.6M 7.8k 203.43
American Centy Etf Tr Avantis Responsi (AVSD) 0.2 $1.5M 21k 73.65
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $1.5M 32k 45.06
Eli Lilly & Co. (LLY) 0.2 $1.5M 1.6k 919.81
Micron Technology (MU) 0.2 $1.5M 4.3k 337.84
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.4M 7.7k 184.28
UnitedHealth (UNH) 0.2 $1.4M 5.2k 270.59
Ishares Tr Esg Eafe Etf (DMXF) 0.2 $1.4M 18k 75.45
Costco Wholesale Corporation (COST) 0.2 $1.2M 1.2k 996.67
Wal-Mart Stores (WMT) 0.2 $1.2M 9.9k 124.28
Ea Series Trust Alpha Architect (AAUS) 0.2 $1.2M 23k 52.38
Colgate-Palmolive Company (CL) 0.2 $1.2M 14k 85.23
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $1.1M 32k 35.04
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $1.1M 29k 38.77
Netflix (NFLX) 0.1 $1.1M 11k 96.15
Raytheon Technologies Corp (RTX) 0.1 $1.0M 5.4k 192.90
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $1.0M 25k 41.08
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.0M 20k 49.89
Palantir Technologies Cl A (PLTR) 0.1 $958k 6.5k 146.28
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $946k 34k 27.85
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $902k 7.0k 128.12
Ge Aerospace Com New (GE) 0.1 $896k 3.2k 283.78
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $868k 6.0k 145.75
Chevron Corporation (CVX) 0.1 $863k 4.2k 206.90
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $858k 16k 54.05
Intuitive Surgical Com New (ISRG) 0.1 $856k 1.9k 460.99
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $835k 3.9k 215.06
Procter & Gamble Company (PG) 0.1 $810k 5.6k 144.44
Cisco Systems (CSCO) 0.1 $774k 10k 77.59
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $768k 3.0k 257.32
Home Depot (HD) 0.1 $759k 2.3k 328.88
CSX Corporation (CSX) 0.1 $757k 18k 41.05
Bank of America Corporation (BAC) 0.1 $744k 15k 48.75
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $733k 15k 48.93
Oracle Corporation (ORCL) 0.1 $733k 5.0k 147.12
Ishares Tr Msci Eafe Etf (EFA) 0.1 $713k 7.3k 97.13
Goldman Sachs (GS) 0.1 $711k 840.00 846.12
Royal Caribbean Cruises (RCL) 0.1 $675k 2.5k 275.20
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.1 $663k 9.5k 69.90
Coca-Cola Company (KO) 0.1 $658k 8.6k 76.05
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $657k 12k 56.79
Merck & Co (MRK) 0.1 $641k 5.3k 120.28
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $630k 6.3k 99.27
Analog Devices (ADI) 0.1 $625k 2.0k 318.14
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) 0.1 $618k 14k 44.61
Ge Vernova (GEV) 0.1 $602k 690.00 872.91
Spdr Series Trust State Street Spd (SPMD) 0.1 $602k 10k 59.22
Blackstone Group Inc Com Cl A (BX) 0.1 $602k 5.2k 114.99
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.1 $596k 13k 45.87
Air Products & Chemicals (APD) 0.1 $577k 2.0k 290.50
Uber Technologies (UBER) 0.1 $573k 8.0k 71.93
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $560k 12k 47.53
Caterpillar (CAT) 0.1 $551k 777.00 708.85
International Business Machines (IBM) 0.1 $544k 2.2k 242.40
At&t (T) 0.1 $530k 18k 28.99
Lennar Corp Cl A (LEN) 0.1 $530k 6.1k 86.84
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $529k 2.1k 248.84
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $528k 5.0k 106.50
Vanguard Index Fds Value Etf (VTV) 0.1 $527k 2.7k 196.20
Honeywell International (HON) 0.1 $523k 2.3k 226.06
Ishares Core Msci Emkt (IEMG) 0.1 $514k 7.4k 69.75
IDEXX Laboratories (IDXX) 0.1 $503k 895.00 561.89
Gilead Sciences (GILD) 0.1 $501k 3.6k 139.35
Oneok (OKE) 0.1 $497k 5.5k 90.39
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.1 $490k 18k 26.91
Amphenol Corp Cl A (APH) 0.1 $485k 3.8k 126.35
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $476k 19k 25.10
American Express Company (AXP) 0.1 $470k 1.6k 302.52
Applied Materials (AMAT) 0.1 $462k 1.4k 341.79
Servicenow (NOW) 0.1 $451k 4.3k 104.55
Rockwell Automation (ROK) 0.1 $449k 1.3k 358.83
Nextera Energy (NEE) 0.1 $447k 4.8k 92.88
Consolidated Edison (ED) 0.1 $438k 3.9k 113.19
Walt Disney Company (DIS) 0.1 $434k 4.5k 96.37
Verizon Communications (VZ) 0.1 $432k 8.6k 50.20
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $422k 8.0k 52.76
Pepsi (PEP) 0.1 $417k 2.7k 155.28
Linde SHS (LIN) 0.1 $416k 839.00 495.76
Philip Morris International (PM) 0.1 $415k 2.5k 165.35
TJX Companies (TJX) 0.1 $415k 2.6k 159.70
Ishares Tr Russell 3000 Etf (IWV) 0.1 $413k 1.1k 370.65
Lam Research Corp Com New (LRCX) 0.1 $412k 1.9k 213.67
Duke Energy Corp Com New (DUK) 0.1 $411k 3.1k 130.93
Dex (DXCM) 0.1 $392k 6.2k 62.80
Wells Fargo & Company (WFC) 0.1 $391k 4.9k 79.61
Abbott Laboratories (ABT) 0.1 $390k 3.8k 102.68
McDonald's Corporation (MCD) 0.1 $390k 1.3k 310.80
Intuit (INTU) 0.0 $368k 850.00 432.38
Mettler-Toledo International (MTD) 0.0 $362k 287.00 1261.20
Danaher Corporation (DHR) 0.0 $362k 1.9k 189.60
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $361k 4.3k 84.84
Capital One Financial (COF) 0.0 $357k 2.0k 182.44
Eaton Corp SHS (ETN) 0.0 $350k 978.00 357.67
Vanguard Index Fds Large Cap Etf (VV) 0.0 $340k 1.1k 298.89
Kla Corp Com New (KLAC) 0.0 $337k 229.00 1472.41
Ishares Gold Tr Ishares New (IAU) 0.0 $336k 3.8k 88.16
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $336k 4.6k 73.64
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $334k 8.3k 40.10
Parker-Hannifin Corporation (PH) 0.0 $332k 371.00 895.30
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.0 $331k 4.1k 80.61
Applovin Corp Com Cl A (APP) 0.0 $330k 828.00 398.00
Morgan Stanley Com New (MS) 0.0 $329k 2.0k 164.60
Insulet Corporation (PODD) 0.0 $329k 1.6k 209.84
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $327k 3.4k 97.23
Pfizer (PFE) 0.0 $321k 11k 28.08
Blackrock (BLK) 0.0 $318k 330.00 961.98
Public Service Enterprise (PEG) 0.0 $312k 3.8k 80.95
McKesson Corporation (MCK) 0.0 $309k 357.00 865.38
Arista Networks Com Shs (ANET) 0.0 $306k 2.5k 122.78
Bank of New York Mellon Corporation (BK) 0.0 $305k 2.6k 118.64
Emerson Electric (EMR) 0.0 $303k 2.3k 131.02
Raymond James Financial (RJF) 0.0 $301k 2.1k 144.79
salesforce (CRM) 0.0 $295k 1.6k 186.67
Adobe Systems Incorporated (ADBE) 0.0 $292k 1.2k 243.08
General Dynamics Corporation (GD) 0.0 $290k 845.00 343.22
Citigroup Com New (C) 0.0 $288k 2.5k 113.42
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $285k 9.3k 30.50
Tapestry (TPR) 0.0 $284k 2.0k 141.11
Chubb (CB) 0.0 $279k 856.00 325.98
Lowe's Companies (LOW) 0.0 $278k 1.2k 236.38
Thermo Fisher Scientific (TMO) 0.0 $276k 561.00 491.12
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $271k 584.00 463.35
Welltower Inc Com reit (WELL) 0.0 $266k 1.3k 197.71
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $264k 2.2k 118.62
Spdr Gold Tr Gold Shs (GLD) 0.0 $262k 609.00 430.29
Boeing Company (BA) 0.0 $261k 1.3k 199.10
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $261k 1.7k 155.11
Waste Management (WM) 0.0 $255k 1.1k 229.85
Ishares Tr New York Mun Etf (NYF) 0.0 $252k 4.7k 53.12
Qualcomm (QCOM) 0.0 $250k 1.9k 128.76
Southern Company (SO) 0.0 $244k 2.5k 96.53
Northrop Grumman Corporation (NOC) 0.0 $242k 354.00 682.24
RBB Us Trsry 6 Mnth (XBIL) 0.0 $238k 4.8k 50.03
Altria (MO) 0.0 $236k 3.6k 65.99
Ishares Tr Rus 1000 Etf (IWB) 0.0 $236k 663.00 356.56
Intel Corporation (INTC) 0.0 $235k 5.3k 44.13
Bristol Myers Squibb (BMY) 0.0 $233k 3.8k 60.65
Comcast Corp Cl A (CMCSA) 0.0 $231k 8.1k 28.71
Progressive Corporation (PGR) 0.0 $230k 1.2k 198.24
Ross Stores (ROST) 0.0 $225k 1.0k 216.63
CVS Caremark Corporation (CVS) 0.0 $224k 3.1k 71.82
Ameriprise Financial (AMP) 0.0 $224k 504.00 444.43
Williams Companies (WMB) 0.0 $220k 3.0k 72.78
General Motors Company (GM) 0.0 $218k 2.9k 74.51
Union Pacific Corporation (UNP) 0.0 $218k 898.00 242.72
Kroger (KR) 0.0 $218k 3.0k 72.37
Lockheed Martin Corporation (LMT) 0.0 $217k 359.00 605.09
ConocoPhillips (COP) 0.0 $213k 1.6k 132.01
Allstate Corporation (ALL) 0.0 $209k 1.0k 207.36
Charles Schwab Corporation (SCHW) 0.0 $205k 2.2k 93.99
DTE Energy Company (DTE) 0.0 $204k 1.4k 146.23
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $204k 2.1k 95.61
Hartford Financial Services (HIG) 0.0 $203k 1.5k 135.24
Travelers Companies (TRV) 0.0 $203k 696.00 291.78
Veeva Sys Cl A Com (VEEV) 0.0 $203k 1.2k 175.66
Monolithic Power Systems (MPWR) 0.0 $202k 185.00 1093.35
S&p Global (SPGI) 0.0 $202k 474.00 425.34
Texas Instruments Incorporated (TXN) 0.0 $201k 1.0k 194.14
Transocean Registered Shs (RIG) 0.0 $83k 13k 6.63
Blend Labs Cl A (BLND) 0.0 $54k 32k 1.70
Eledon Pharmaceuticals (ELDN) 0.0 $44k 14k 3.08
W&T Offshore (WTI) 0.0 $35k 10k 3.41