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RWP
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
+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
(+8.3%)
Cap. Flow
+$21.2M
Cap. Flow
% of AUM
2.55%
Top 10 Holdings %
Top 10 Hldgs %
47.87%
Holding
248
New
20
Increased
112
Reduced
85
Closed
16
Avg Time Held Equity + Options
2.1
years
Top 10 Avg Time Held Equity + Options
2.2
years
Top 20 Avg Time Held Equity + Options
2.7
years
Avg Time Held Equity only
2.1
years
Top 10 Avg Time Held Equity only
2.2
years
Top 20 Avg Time Held Equity only
2.7
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
VanEck High Yield Muni ETF
HYD
|
+$4.48M |
| 2 |
Alpha Architect US Equity ETF
AAUS
|
+$2.01M |
| 3 |
Schwab International Equity ETF
SCHF
|
+$2M |
| 4 |
Apple
AAPL
|
+$1.52M |
| 5 |
Toll Brothers
TOL
|
+$1.51M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$1.86M |
| 2 |
Tesla
TSLA
|
+$634K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
+$534K |
| 4 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$521K |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
51
iShares Core S&P Small-Cap ETF
IJR
$103B
| $2.36M | 0.28% |
19,856
-66
| -0.3% | -$7.59K |
2021 Q4
15 quarters
|
|
52
Nuveen ESG Large-Cap Growth ETF
NULG
$3.03B
| $2.29M | 0.27% |
22,977
-776
| -3% | -$75.5K |
2021 Q4
15 quarters
|
|
53
Vanguard Morningstar Small-Cap ETF
VB
$77.9B
| $2.27M | 0.27% |
8,926
+328
| +4% | +$81.3K |
2021 Q4
15 quarters
|
|
54
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.6B
| $2.26M | 0.27% |
3,785
+8
| +0.2% | +$4.7K |
2021 Q4
15 quarters
|
|
55
iShares MSCI KLD 400 Social ETF
DSI
$5.53B
| $2.2M | 0.26% |
17,459
-437
| -2% | -$52.8K |
2022 Q2
13 quarters
|
|
56
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $2.12M | 0.25% |
32,414
-79
| -0.2% | -$5.08K |
2021 Q4
15 quarters
|
|
|
57
Alpha Architect US Equity ETF
AAUS
$509M
| $2.09M | 0.25% |
+38,673
| New | +$2.01M |
2025 Q3
0 quarters
|
|
58
Mastercard
MA
$540B
| $2.06M | 0.25% |
3,624
+17
| +0.5% | +$9.76K |
2021 Q4
15 quarters
|
|
59
Colgate-Palmolive
CL
$73.9B
| $1.96M | 0.23% |
24,474
-157
| -0.6% | -$13.4K |
2022 Q3
12 quarters
|
|
60
Nuveen ESG Large-Cap Value ETF
NULV
$2.59B
| $1.94M | 0.23% |
44,175
+296
| +0.7% | +$12.6K |
2023 Q4
7 quarters
|
|
61
Equinix
EQIX
$98.3B
| $1.93M | 0.23% |
2,462
-188
| -7% | -$147K |
2025 Q1
2 quarters
|
|
62
Compass
COMP
$7.38B
| $1.84M | 0.22% |
228,876
+53
| +0% | +$429 |
2024 Q4
3 quarters
|
|
63
AbbVie
ABBV
$501B
| $1.75M | 0.21% |
7,555
+150
| +2% | +$30.5K |
2021 Q4
15 quarters
|
|
64
Oracle
ORCL
$408B
| $1.7M | 0.2% |
6,048
+347
| +6% | +$88.4K |
2023 Q2
9 quarters
|
|
|
65
Toll Brothers
TOL
$12.3B
| $1.6M | 0.19% |
+11,566
| New | +$1.51M |
2025 Q3
0 quarters
|
|
66
iShares New York Muni Bond ETF
NYF
$1.6B
| $1.54M | 0.18% |
28,827
+111
| +0.4% | +$5.81K |
2023 Q1
10 quarters
|
|
67
Avantis Responsible International Equity ETF
AVSD
$365M
| $1.51M | 0.18% |
21,076
-385
| -2% | -$26.6K |
2023 Q4
7 quarters
|
|
68
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.9B
| $1.41M | 0.17% |
8,052
+1
| +0% | +$170 |
2021 Q4
15 quarters
|
|
69
Johnson & Johnson
JNJ
$610B
| $1.4M | 0.17% |
7,554
+652
| +9% | +$112K |
2021 Q4
15 quarters
|
|
70
Nuveen ESG Small-Cap ETF
NUSC
$1.24B
| $1.39M | 0.17% |
31,525
+739
| +2% | +$31.4K |
2023 Q1
10 quarters
|
|
71
iShares ESG Advanced MSCI EAFE ETF
DMXF
$1.01B
| $1.31M | 0.16% |
17,249
-80
| -0.5% | -$5.96K |
2023 Q4
7 quarters
|
|
72
Netflix
NFLX
$302B
| $1.3M | 0.16% |
10,810
-60
| -0.6% | -$7.32K |
2022 Q3
12 quarters
|
|
73
ExxonMobil
XOM
$718B
| $1.27M | 0.15% |
11,222
+1,908
| +20% | +$212K |
2021 Q4
15 quarters
|
|
74
Advanced Micro Devices
AMD
$918B
| $1.25M | 0.15% |
7,735
+194
| +3% | +$31.3K |
2021 Q4
15 quarters
|
|
75
U.S. Small Cap Value Portfolio ETF Class Shares
DFSV
$8.12B
| $1.24M | 0.15% |
38,886
-1,297
| -3% | -$40.5K |
2023 Q2
9 quarters
|
|
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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.