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Revolve Wealth Partners Portfolio holdings

AUM $965M Turnover 38.12%
1-Year Est. Return 22.88%
This Fund
S&P 500
This Quarter Est. Return
+2.42%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$851M
AUM Growth
+$17.2M
Cap. Flow
-$633K
Cap. Flow %
-0.07%
Top 10 Hldgs %
47.7%
Holding
242
New
10
Increased
93
Reduced
108
Closed
14
Avg Time Held
2.4 years
Top 10 Avg Time Held
2.5 years
Top 20 Avg Time Held
2.8 years

Top Buys

Rank Stock Value
1
BITW icon
Bitwise 10 Crypto Index ETF
BITW
+$2.88M
2
AAEQ icon
Alpha Architect US Equity 2 ETF
AAEQ
+$2.63M
3
AVUS icon
Avantis US Equity ETF
AVUS
+$1.81M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$937K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$857K

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.56M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.29M
3
TBIL icon
F/m US Treasury 3 Month Bill Fund
TBIL
+$1.26M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.14M
5
NVDA icon
NVIDIA
NVDA
+$1.07M

Sector Composition

Rank Sector Weight
1 Miscellaneous 81.3%
2 Technology 7.47%
3 Financials 2.47%
4 Consumer Discretionary 2.17%
5 Communication Services 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
BLND icon
226
Blend Labs
BLND
$215M
$95.3K 0.01%
31,361
– –
2024 Q4
4 quarters
RIG icon
227
Transocean
RIG
$6.29B
$51.7K 0.01%
12,517
+419
+3% +$1.63K
2025 Q2
2 quarters
WTI icon
228
W&T Offshore
WTI
$578M
$19K ﹤0.01%
11,632
+307
+3% +$590
2025 Q2
2 quarters
AIG icon
229
American International
AIG
$42.2B
– –
-2,596
Closed -$204K –
BSX icon
230
Boston Scientific
BSX
$64.2B
– –
-2,126
Closed -$208K –
IWD icon
231
iShares Russell 1000 Value ETF
IWD
$83.6B
– –
-1,420
Closed -$289K –
KR icon
232
Kroger
KR
$37.5B
– –
-3,312
Closed -$223K –
KVUE icon
233
Kenvue
KVUE
$36.3B
– –
-10,005
Closed -$162K –
MO icon
234
Altria Group
MO
$125B
– –
-3,337
Closed -$220K –
NOC icon
235
Northrop Grumman
NOC
$73.9B
– –
-346
Closed -$211K –
OBIL icon
236
US Treasury 12 Month Bill ETF
OBIL
$327M
– –
-4,336
Closed -$218K –
PINS icon
237
Pinterest
PINS
$12.4B
– –
-7,478
Closed -$241K –
STRO icon
238
Sutro Biopharma
STRO
$180M
– –
-1,100
Closed -$9.55K –
TMUS icon
239
T-Mobile US
TMUS
$170B
– –
-878
Closed -$210K –
TSCO icon
240
Tractor Supply
TSCO
$17.3B
– –
-3,691
Closed -$210K –
TT icon
241
Trane Technologies
TT
$101B
– –
-475
Closed -$200K –
ZBRA icon
242
Zebra Technologies
ZBRA
$17.5B
– –
-708
Closed -$210K –
6 7 8 9
10

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Revolve Wealth Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Revolve Wealth Partners held 242 positions worth $851M, up 2.1% from $834M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Revolve Wealth Partners's Q4 2025 filing shows 10 new, 93 increased, 108 reduced and 14 closed positions. Its largest new stake was Bitwise 10 Crypto Index ETF: 48,253 shares worth $2.84M. The largest sale was Vanguard Morningstar Total Stock Market ETF, an estimated $1.56M.

By sector, the portfolio is most concentrated in Miscellaneous at 81% of assets, up from 81% a quarter earlier, followed by Technology and Financials.

  • Revolve Wealth Partners's largest Q4 2025 buy was Bitwise 10 Crypto Index ETF: 48,253 shares worth $2.84M.
  • Revolve Wealth Partners added most to State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2025, an estimated $937K increase.
  • Revolve Wealth Partners's biggest Q4 2025 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $1.56M.
  • Revolve Wealth Partners fully exited iShares Russell 1000 Value ETF in Q4 2025, selling an estimated $289K.
  • Revolve Wealth Partners's ten largest holdings make up 48% of its $851M portfolio in Q4 2025.
  • Revolve Wealth Partners opened 10 new positions and closed 14 in Q4 2025.
  • Revolve Wealth Partners's portfolio value rose 2.1% quarter-over-quarter to $851M.

Based on Revolve Wealth Partners's 13F filing for Q4 2025, filed 20 Jan 2026.