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Revolve Wealth Partners Portfolio holdings

AUM $965M
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

Top Buys

Rank Stock Value
1
BITW
Bitwise 10 Crypto Index ETF
BITW
+$2.88M
2
AAEQ
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
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
BLND icon
226
Blend Labs
BLND
$360M
$95.3K 0.01%
31,361
– –
RIG icon
227
Transocean
RIG
$6.48B
$51.7K 0.01%
12,517
+419
+3% +$1.63K
WTI icon
228
W&T Offshore
WTI
$539M
$19K ﹤0.01%
11,632
+307
+3% +$590
AIG icon
229
American International
AIG
$40.2B
– –
-2,596
Closed -$204K
BSX icon
230
Boston Scientific
BSX
$67.9B
– –
-2,126
Closed -$208K
IWD icon
231
iShares Russell 1000 Value ETF
IWD
$84.3B
– –
-1,420
Closed -$289K
KR icon
232
Kroger
KR
$35.4B
– –
-3,312
Closed -$223K
KVUE icon
233
Kenvue
KVUE
$36.8B
– –
-10,005
Closed -$162K
MO icon
234
Altria Group
MO
$115B
– –
-3,337
Closed -$220K
NOC icon
235
Northrop Grumman
NOC
$77.5B
– –
-346
Closed -$211K
OBIL icon
236
US Treasury 12 Month Bill ETF
OBIL
$306M
– –
-4,336
Closed -$218K
PINS icon
237
Pinterest
PINS
$13.1B
– –
-7,478
Closed -$241K
STRO icon
238
Sutro Biopharma
STRO
$339M
– –
-1,100
Closed -$9.55K
TMUS icon
239
T-Mobile US
TMUS
$195B
– –
-878
Closed -$210K
TSCO icon
240
Tractor Supply
TSCO
$18.1B
– –
-3,691
Closed -$210K
TT icon
241
Trane Technologies
TT
$98.8B
– –
-475
Closed -$200K
ZBRA icon
242
Zebra Technologies
ZBRA
$16.9B
– –
-708
Closed -$210K
6 7 8 9
10

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BEAM
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GIG
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ACP
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IECM
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LSA
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LAM
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SWM
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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.