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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
Cap. Flow
-$633K
Cap. Flow %
-0.07%
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
BITW icon
Bitwise 10 Crypto Index ETF
BITW
+$2.88M
2
AAEQ icon
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 icon
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 Held Since
IXUS icon
51
iShares Core MSCI Total International Stock ETF
IXUS
$58.2B
$2.45M 0.29%
28,970
+16
+0.1% +$1.34K
2021 Q4
16 quarters
COMP icon
52
Compass
COMP
$7.19B
$2.42M 0.28%
228,942
+66
+0% +$602
2024 Q4
4 quarters
QQQ icon
53
Invesco QQQ Trust
QQQ
$480B
$2.36M 0.28%
3,841
-363
-9% -$223K
2021 Q4
16 quarters
NULG icon
54
Nuveen ESG Large-Cap Growth ETF
NULG
$3B
$2.35M 0.28%
24,048
+1,071
+5% +$106K
2021 Q4
16 quarters
IJR icon
55
iShares Core S&P Small-Cap ETF
IJR
$103B
$2.32M 0.27%
19,310
-546
-3% -$65.3K
2021 Q4
16 quarters
DSI icon
56
iShares MSCI KLD 400 Social ETF
DSI
$5.5B
$2.32M 0.27%
17,983
+524
+3% +$66.9K
2022 Q2
14 quarters
MDY icon
57
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.5B
$2.28M 0.27%
3,785
– –
2021 Q4
16 quarters
VB icon
58
Vanguard Morningstar Small-Cap ETF
VB
$77.4B
$2.17M 0.25%
8,396
-530
-6% -$136K
2021 Q4
16 quarters
AAUS icon
59
Alpha Architect US Equity ETF
AAUS
$509M
$2.11M 0.25%
38,206
-467
-1% -$25.6K
2025 Q3
1 quarter
NULV icon
60
Nuveen ESG Large-Cap Value ETF
NULV
$2.58B
$2.06M 0.24%
45,681
+1,506
+3% +$67.3K
2023 Q4
8 quarters
IJH icon
61
iShares Core S&P Mid-Cap ETF
IJH
$122B
$2.02M 0.24%
30,537
-1,877
-6% -$123K
2021 Q4
16 quarters
MA icon
62
Mastercard
MA
$542B
$1.95M 0.23%
3,422
-202
-6% -$113K
2021 Q4
16 quarters
EQIX icon
63
Equinix
EQIX
$98.1B
$1.84M 0.22%
2,396
-66
-3% -$51.7K
2025 Q1
3 quarters
AVUS icon
64
Avantis US Equity ETF
AVUS
$14.7B
$1.84M 0.22%
+16,420
New +$1.81M
2025 Q4
0 quarters
ABBV icon
65
AbbVie
ABBV
$503B
$1.73M 0.2%
7,554
-1
-0% -$228
2021 Q4
16 quarters
LLY icon
66
Eli Lilly
LLY
$1.13T
$1.72M 0.2%
1,596
+158
+11% +$151K
2022 Q1
15 quarters
AMD icon
67
Advanced Micro Devices
AMD
$886B
$1.68M 0.2%
7,864
+129
+2% +$29K
2021 Q4
16 quarters
AVSD icon
68
Avantis Responsible International Equity ETF
AVSD
$367M
$1.6M 0.19%
21,586
+510
+2% +$37K
2023 Q4
8 quarters
NYF icon
69
iShares New York Muni Bond ETF
NYF
$1.6B
$1.58M 0.19%
29,545
+718
+2% +$38.5K
2023 Q1
11 quarters
JNJ icon
70
Johnson & Johnson
JNJ
$620B
$1.57M 0.18%
7,597
+43
+0.6% +$8.5K
2021 Q4
16 quarters
TOL icon
71
Toll Brothers
TOL
$12.4B
$1.56M 0.18%
11,562
-4
-0% -$543
2025 Q3
1 quarter
NUSC icon
72
Nuveen ESG Small-Cap ETF
NUSC
$1.24B
$1.46M 0.17%
32,613
+1,088
+3% +$48.5K
2023 Q1
11 quarters
VOE icon
73
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24B
$1.43M 0.17%
8,052
– –
2021 Q4
16 quarters
DMXF icon
74
iShares ESG Advanced MSCI EAFE ETF
DMXF
$1.01B
$1.37M 0.16%
18,242
+993
+6% +$75.7K
2023 Q4
8 quarters
XOM icon
75
ExxonMobil
XOM
$724B
$1.37M 0.16%
11,377
+155
+1% +$18K
2021 Q4
16 quarters
1 2
3
4 5

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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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DCM
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LGP
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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.