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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
(+2.1%)
Cap. Flow
-$633K
Cap. Flow
% of AUM
-0.07%
Top 10 Holdings %
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 |
Bitwise 10 Crypto Index ETF
BITW
|
+$2.88M |
| 2 |
Alpha Architect US Equity 2 ETF
AAEQ
|
+$2.63M |
| 3 |
Avantis US Equity ETF
AVUS
|
+$1.81M |
| 4 |
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$937K |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$857K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$1.56M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.29M |
| 3 |
F/m US Treasury 3 Month Bill Fund
TBIL
|
+$1.26M |
| 4 |
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$1.14M |
| 5 |
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 | |
|---|---|---|---|---|---|---|---|
26
Tesla
TSLA
$1.43T
| $6.69M | 0.79% |
14,866
-712
| -5% | -$316K |
2021 Q4
16 quarters
|
|
27
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$289M
| $6.16M | 0.72% |
331,072
+11,914
| +4% | +$221K |
2021 Q4
16 quarters
|
|
28
Meta Platforms (Facebook)
META
$1.88T
| $5.99M | 0.7% |
9,080
+252
| +3% | +$168K |
2021 Q4
16 quarters
|
|
29
Amazon
AMZN
$2.75T
| $5.83M | 0.69% |
25,247
-1,771
| -7% | -$405K |
2021 Q4
16 quarters
|
|
30
iShares MSCI EAFE Growth ETF
EFG
$15B
| $5.82M | 0.68% |
51,102
-520
| -1% | -$59.6K |
2021 Q4
16 quarters
|
|
31
Alphabet (Google) Class A
GOOGL
$4.27T
| $5.56M | 0.65% |
17,757
-224
| -1% | -$64K |
2021 Q4
16 quarters
|
|
32
Vanguard Total International Stock ETF
VXUS
$161B
| $4.81M | 0.56% |
63,702
+6
| +0% | +$448 |
2021 Q4
16 quarters
|
|
33
State Street SPDR S&P 500 ETF Trust
SPY
$815B
| $4.62M | 0.54% |
6,782
-870
| -11% | -$588K |
2021 Q4
16 quarters
|
|
34
Amgen
AMGN
$235B
| $4.55M | 0.54% |
13,911
-550
| -4% | -$174K |
2021 Q4
16 quarters
|
|
35
JPMorgan Chase
JPM
$891B
| $4.55M | 0.53% |
14,123
-42
| -0.3% | -$13K |
2021 Q4
16 quarters
|
|
36
Vanguard S&P 500 ETF
VOO
$1.05T
| $4.12M | 0.48% |
6,572
+180
| +3% | +$112K |
2021 Q4
16 quarters
|
|
37
Visa
V
$750B
| $4.12M | 0.48% |
11,734
-245
| -2% | -$83.5K |
2021 Q4
16 quarters
|
|
38
Berkshire Hathaway Class B
BRK.B
$1.13T
| $3.34M | 0.39% |
6,651
+61
| +0.9% | +$30.4K |
2021 Q4
16 quarters
|
|
39
Broadcom
AVGO
$1.64T
| $3.33M | 0.39% |
9,616
+206
| +2% | +$73.7K |
2022 Q4
12 quarters
|
|
40
Schwab US Mid-Cap ETF
SCHM
$14.6B
| $3.2M | 0.38% |
106,531
-1,375
| -1% | -$41K |
2021 Q4
16 quarters
|
|
41
Alphabet (Google) Class C
GOOG
$4.22T
| $3.16M | 0.37% |
10,079
-558
| -5% | -$160K |
2021 Q4
16 quarters
|
|
42
Vanguard Morningstar Mid-Cap ETF
VO
$107B
| $3.06M | 0.36% |
42,212
-512
| -1% | -$37.2K |
2021 Q4
16 quarters
|
|
|
43
Bitwise 10 Crypto Index ETF
BITW
$793M
| $2.84M | 0.33% |
+48,253
| New | +$2.88M |
2025 Q4
0 quarters
|
|
44
Dimensional International Sustainability Core 1 ETF
DFSI
$1.16B
| $2.83M | 0.33% |
66,032
+2,312
| +4% | +$96.3K |
2023 Q4
8 quarters
|
|
45
iShares MSCI EAFE Value ETF
EFV
$30.5B
| $2.65M | 0.31% |
37,164
-359
| -1% | -$24.9K |
2021 Q4
16 quarters
|
|
|
46
Alpha Architect US Equity 2 ETF
AAEQ
$515M
| $2.61M | 0.31% |
+53,012
| New | +$2.63M |
2025 Q4
0 quarters
|
|
47
Schwab US Dividend Equity ETF
SCHD
$114B
| $2.6M | 0.31% |
94,945
-196
| -0.2% | -$5.33K |
2021 Q4
16 quarters
|
|
48
Schwab U.S Small- Cap ETF
SCHA
$21.6B
| $2.54M | 0.3% |
89,210
-156
| -0.2% | -$4.41K |
2021 Q4
16 quarters
|
|
49
iShares Russell 1000 Growth ETF
IWF
$127B
| $2.51M | 0.3% |
21,224
-768
| -3% | -$91K |
2021 Q4
16 quarters
|
|
50
iShares Russell 2000 ETF
IWM
$77.5B
| $2.48M | 0.29% |
10,089
-2,012
| -17% | -$495K |
2021 Q4
16 quarters
|
|
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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.