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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
IXUS icon
51
iShares Core MSCI Total International Stock ETF
IXUS
$60.8B
$2.45M 0.29%
28,970
+16
+0.1% +$1.34K
COMP icon
52
Compass
COMP
$8.42B
$2.42M 0.28%
228,942
+66
+0% +$602
QQQ icon
53
Invesco QQQ Trust
QQQ
$489B
$2.36M 0.28%
3,841
-363
-9% -$223K
NULG icon
54
Nuveen ESG Large-Cap Growth ETF
NULG
$2.73B
$2.35M 0.28%
24,048
+1,071
+5% +$106K
IJR icon
55
iShares Core S&P Small-Cap ETF
IJR
$110B
$2.32M 0.27%
19,310
-546
-3% -$65.3K
DSI icon
56
iShares MSCI KLD 400 Social ETF
DSI
$5.53B
$2.32M 0.27%
17,983
+524
+3% +$66.9K
MDY icon
57
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.4B
$2.28M 0.27%
3,785
– –
VB icon
58
Vanguard Morningstar Small-Cap ETF
VB
$81.3B
$2.17M 0.25%
8,396
-530
-6% -$136K
AAUS
59
Alpha Architect US Equity ETF
AAUS
$505M
$2.11M 0.25%
38,206
-467
-1% -$25.6K
NULV icon
60
Nuveen ESG Large-Cap Value ETF
NULV
$2.3B
$2.06M 0.24%
45,681
+1,506
+3% +$67.3K
IJH icon
61
iShares Core S&P Mid-Cap ETF
IJH
$124B
$2.02M 0.24%
30,537
-1,877
-6% -$123K
MA icon
62
Mastercard
MA
$521B
$1.95M 0.23%
3,422
-202
-6% -$113K
EQIX icon
63
Equinix
EQIX
$103B
$1.84M 0.22%
2,396
-66
-3% -$51.7K
AVUS icon
64
Avantis US Equity ETF
AVUS
$14.5B
$1.84M 0.22%
+16,420
New +$1.81M
ABBV icon
65
AbbVie
ABBV
$451B
$1.73M 0.2%
7,554
-1
-0% -$228
LLY icon
66
Eli Lilly
LLY
$1.05T
$1.72M 0.2%
1,596
+158
+11% +$151K
AMD icon
67
Advanced Micro Devices
AMD
$760B
$1.68M 0.2%
7,864
+129
+2% +$29K
AVSD icon
68
Avantis Responsible International Equity ETF
AVSD
$339M
$1.6M 0.19%
21,586
+510
+2% +$37K
NYF icon
69
iShares New York Muni Bond ETF
NYF
$1.44B
$1.58M 0.19%
29,545
+718
+2% +$38.5K
JNJ icon
70
Johnson & Johnson
JNJ
$646B
$1.57M 0.18%
7,597
+43
+0.6% +$8.5K
TOL icon
71
Toll Brothers
TOL
$13.5B
$1.56M 0.18%
11,562
-4
-0% -$543
NUSC icon
72
Nuveen ESG Small-Cap ETF
NUSC
$1.3B
$1.46M 0.17%
32,613
+1,088
+3% +$48.5K
VOE icon
73
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.3B
$1.43M 0.17%
8,052
– –
DMXF icon
74
iShares ESG Advanced MSCI EAFE ETF
DMXF
$963M
$1.37M 0.16%
18,242
+993
+6% +$75.7K
XOM icon
75
ExxonMobil
XOM
$644B
$1.37M 0.16%
11,377
+155
+1% +$18K
1 2
3
4 5

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BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
GIG
Goodnow Investment Group Darien, Connecticut $964M AUM 2.51% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $967M AUM 94.27% 1-Year Est. Return
LSA
L & S Advisors Los Angeles, California $967M AUM 68.8% 1-Year Est. Return
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.