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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
+6.55%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$834M
AUM Growth
+$64M
Cap. Flow
+$21.2M
Cap. Flow %
2.55%
Top 10 Hldgs %
47.87%
Holding
248
New
20
Increased
112
Reduced
85
Closed
16

Top Buys

Rank Stock Value
1
HYD icon
VanEck High Yield Muni ETF
HYD
+$4.48M
2
AAUS
Alpha Architect US Equity ETF
AAUS
+$2.01M
3
SCHF icon
Schwab International Equity ETF
SCHF
+$2M
4
AAPL icon
Apple
AAPL
+$1.52M
5
TOL icon
Toll Brothers
TOL
+$1.51M

Top Sells

Rank Stock Value
1
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.86M
2
TSLA icon
Tesla
TSLA
+$634K
3
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$534K
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$521K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$389K

Sector Composition

Rank Sector Weight
1 Miscellaneous 80.65%
2 Technology 7.89%
3 Financials 2.5%
4 Consumer Discretionary 2.3%
5 Communication Services 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
26
Tesla
TSLA
$1.38T
$6.93M 0.83%
15,578
-1,829
-11% -$634K
META icon
27
Meta Platforms (Facebook)
META
$1.47T
$6.48M 0.78%
8,828
+831
+10% +$619K
AMZN icon
28
Amazon
AMZN
$2.87T
$5.93M 0.71%
27,018
+208
+0.8% +$47.1K
IFLN
29
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$306M
$5.93M 0.71%
319,158
+13,670
+4% +$253K
EFG icon
30
iShares MSCI EAFE Growth ETF
EFG
$17.1B
$5.88M 0.71%
51,622
-395
-0.8% -$44K
SPY icon
31
State Street SPDR S&P 500 ETF Trust
SPY
$825B
$5.1M 0.61%
7,652
-71
-0.9% -$45.5K
VXUS icon
32
Vanguard Total International Stock ETF
VXUS
$163B
$4.68M 0.56%
63,696
+26
+0% +$1.85K
JPM icon
33
JPMorgan Chase
JPM
$951B
$4.47M 0.54%
14,165
+123
+0.9% +$36.6K
GOOGL icon
34
Alphabet (Google) Class A
GOOGL
$4.24T
$4.37M 0.52%
17,981
+631
+4% +$132K
V icon
35
Visa
V
$712B
$4.09M 0.49%
11,979
-191
-2% -$66.1K
AMGN icon
36
Amgen
AMGN
$234B
$4.08M 0.49%
14,461
-666
-4% -$193K
VOO icon
37
Vanguard S&P 500 ETF
VOO
$1.03T
$3.91M 0.47%
6,392
-654
-9% -$385K
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.08T
$3.31M 0.4%
6,590
+49
+0.7% +$23.7K
SCHM icon
39
Schwab US Mid-Cap ETF
SCHM
$14.9B
$3.2M 0.38%
107,906
-258
-0.2% -$7.51K
VO icon
40
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$3.14M 0.38%
42,724
-1,228
-3% -$88.2K
AVGO icon
41
Broadcom
AVGO
$1.75T
$3.1M 0.37%
9,410
+270
+3% +$82.8K
IWM icon
42
iShares Russell 2000 ETF
IWM
$80.8B
$2.93M 0.35%
12,101
+1,579
+15% +$362K
DFSI
43
Dimensional International Sustainability Core 1 ETF
DFSI
$1.19B
$2.61M 0.31%
63,720
-1,144
-2% -$45.8K
SCHD icon
44
Schwab US Dividend Equity ETF
SCHD
$111B
$2.6M 0.31%
95,141
-869
-0.9% -$23.7K
GOOG icon
45
Alphabet (Google) Class C
GOOG
$4.19T
$2.59M 0.31%
10,637
+436
+4% +$91.6K
IWF icon
46
iShares Russell 1000 Growth ETF
IWF
$126B
$2.58M 0.31%
21,992
-4,792
-18% -$534K
EFV icon
47
iShares MSCI EAFE Value ETF
EFV
$31.6B
$2.55M 0.31%
37,523
-373
-1% -$24.6K
QQQ icon
48
Invesco QQQ Trust
QQQ
$489B
$2.52M 0.3%
4,204
-316
-7% -$181K
SCHA icon
49
Schwab U.S Small- Cap ETF
SCHA
$22.7B
$2.49M 0.3%
89,366
+548
+0.6% +$14.7K
IXUS icon
50
iShares Core MSCI Total International Stock ETF
IXUS
$60.8B
$2.39M 0.29%
28,954
+18
+0.1% +$1.43K
1
2
3 4 5

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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 Q3 2025 Portfolio in Review

As of Q3 2025, Revolve Wealth Partners held 248 positions worth $834M, up 8.3% from $770M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Revolve Wealth Partners's Q3 2025 filing shows 20 new, 112 increased, 85 reduced and 16 closed positions. Its largest new stake was Alpha Architect US Equity ETF: 38,673 shares worth $2.09M. The largest sale was State Street SPDR Nuveen ICE High Yield Municipal Bond ETF, an estimated $1.86M.

By sector, the portfolio is most concentrated in Miscellaneous at 81% of assets, down from 82% a quarter earlier, followed by Technology and Financials.

  • Revolve Wealth Partners's largest Q3 2025 buy was Alpha Architect US Equity ETF: 38,673 shares worth $2.09M.
  • Revolve Wealth Partners added most to VanEck High Yield Muni ETF in Q3 2025, an estimated $4.48M increase.
  • Revolve Wealth Partners's biggest Q3 2025 reduction was State Street SPDR Nuveen ICE High Yield Municipal Bond ETF, cutting an estimated $1.86M.
  • Revolve Wealth Partners fully exited Invesco BulletShares 2027 Corporate Bond ETF in Q3 2025, selling an estimated $367K.
  • Revolve Wealth Partners's ten largest holdings make up 48% of its $834M portfolio in Q3 2025.
  • Revolve Wealth Partners opened 20 new positions and closed 16 in Q3 2025.
  • Revolve Wealth Partners's portfolio value rose 8.3% quarter-over-quarter to $834M.

Based on Revolve Wealth Partners's 13F filing for Q3 2025, filed 14 Oct 2025.