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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
TSLA icon
26
Tesla
TSLA
$1.38T
$6.69M 0.79%
14,866
-712
-5% -$316K
IFLN
27
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$306M
$6.16M 0.72%
331,072
+11,914
+4% +$221K
META icon
28
Meta Platforms (Facebook)
META
$1.47T
$5.99M 0.7%
9,080
+252
+3% +$168K
AMZN icon
29
Amazon
AMZN
$2.87T
$5.83M 0.69%
25,247
-1,771
-7% -$405K
EFG icon
30
iShares MSCI EAFE Growth ETF
EFG
$17.1B
$5.82M 0.68%
51,102
-520
-1% -$59.6K
GOOGL icon
31
Alphabet (Google) Class A
GOOGL
$4.24T
$5.56M 0.65%
17,757
-224
-1% -$64K
VXUS icon
32
Vanguard Total International Stock ETF
VXUS
$163B
$4.81M 0.56%
63,702
+6
+0% +$448
SPY icon
33
State Street SPDR S&P 500 ETF Trust
SPY
$825B
$4.62M 0.54%
6,782
-870
-11% -$588K
AMGN icon
34
Amgen
AMGN
$234B
$4.55M 0.54%
13,911
-550
-4% -$174K
JPM icon
35
JPMorgan Chase
JPM
$951B
$4.55M 0.53%
14,123
-42
-0.3% -$13K
VOO icon
36
Vanguard S&P 500 ETF
VOO
$1.03T
$4.12M 0.48%
6,572
+180
+3% +$112K
V icon
37
Visa
V
$712B
$4.12M 0.48%
11,734
-245
-2% -$83.5K
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.08T
$3.34M 0.39%
6,651
+61
+0.9% +$30.4K
AVGO icon
39
Broadcom
AVGO
$1.75T
$3.33M 0.39%
9,616
+206
+2% +$73.7K
SCHM icon
40
Schwab US Mid-Cap ETF
SCHM
$14.9B
$3.2M 0.38%
106,531
-1,375
-1% -$41K
GOOG icon
41
Alphabet (Google) Class C
GOOG
$4.19T
$3.16M 0.37%
10,079
-558
-5% -$160K
VO icon
42
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$3.06M 0.36%
42,212
-512
-1% -$37.2K
BITW
43
Bitwise 10 Crypto Index ETF
BITW
$756M
$2.84M 0.33%
+48,253
New +$2.88M
DFSI
44
Dimensional International Sustainability Core 1 ETF
DFSI
$1.19B
$2.83M 0.33%
66,032
+2,312
+4% +$96.3K
EFV icon
45
iShares MSCI EAFE Value ETF
EFV
$31.6B
$2.65M 0.31%
37,164
-359
-1% -$24.9K
AAEQ
46
Alpha Architect US Equity 2 ETF
AAEQ
$511M
$2.61M 0.31%
+53,012
New +$2.63M
SCHD icon
47
Schwab US Dividend Equity ETF
SCHD
$111B
$2.6M 0.31%
94,945
-196
-0.2% -$5.33K
SCHA icon
48
Schwab U.S Small- Cap ETF
SCHA
$22.7B
$2.54M 0.3%
89,210
-156
-0.2% -$4.41K
IWF icon
49
iShares Russell 1000 Growth ETF
IWF
$126B
$2.51M 0.3%
21,224
-768
-3% -$91K
IWM icon
50
iShares Russell 2000 ETF
IWM
$80.8B
$2.48M 0.29%
10,089
-2,012
-17% -$495K
1
2
3 4 5

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BEAM
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GIG
Goodnow Investment Group Darien, Connecticut $964M AUM 2.51% 1-Year Est. Return
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.