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RWP

Revolve Wealth Partners Portfolio holdings

AUM $965M
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
Cap. Flow
+$21.2M
Cap. Flow %
2.55%
Top 10 Hldgs %
47.87%
Holding
248
New
20
Increased
112
Reduced
85
Closed
16

Top Buys

Rank Stock Value
1
HYD icon
VanEck High Yield Muni ETF
HYD
+$4.48M
2
AAUS
Alpha Architect US Equity ETF
AAUS
+$2.01M
3
SCHF icon
Schwab International Equity ETF
SCHF
+$2M
4
AAPL icon
Apple
AAPL
+$1.52M
5
TOL icon
Toll Brothers
TOL
+$1.51M

Top Sells

Rank Stock Value
1
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.86M
2
TSLA icon
Tesla
TSLA
+$634K
3
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$534K
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$521K
5
DLN icon
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
UNH icon
76
UnitedHealth
UNH
$353B
$1.24M 0.15%
3,584
+153
+4% +$46.3K
PLTR icon
77
Palantir
PLTR
$448B
$1.2M 0.14%
6,592
+99
+2% +$16K
NUMG icon
78
Nuveen ESG Mid-Cap Growth ETF
NUMG
$365M
$1.2M 0.14%
24,565
+83
+0.3% +$4.03K
APH icon
79
Amphenol
APH
$194B
$1.17M 0.14%
9,443
-2,674
-22% -$293K
VTEB icon
80
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$1.13M 0.14%
22,503
-1,137
-5% -$55.9K
COST icon
81
Costco
COST
$419B
$1.12M 0.13%
1,207
-13
-1% -$12.5K
VIG icon
82
Vanguard Dividend Appreciation ETF
VIG
$113B
$1.12M 0.13%
5,169
-34
-0.7% -$7.14K
HD icon
83
Home Depot
HD
$329B
$1.1M 0.13%
2,716
+68
+3% +$26.7K
LLY icon
84
Eli Lilly
LLY
$1.05T
$1.1M 0.13%
1,438
-92
-6% -$68.5K
NUMV icon
85
Nuveen ESG Mid-Cap Value ETF
NUMV
$453M
$1.07M 0.13%
27,764
+279
+1% +$10.5K
IWP icon
86
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$1.05M 0.13%
7,370
+324
+5% +$45.8K
WMT icon
87
Walmart Inc
WMT
$820B
$1.02M 0.12%
9,926
+96
+1% +$9.56K
UBER icon
88
Uber
UBER
$161B
$1.02M 0.12%
10,406
-2,127
-17% -$199K
BX icon
89
Blackstone
BX
$107B
$998K 0.12%
5,844
-224
-4% -$38.4K
SHOP icon
90
Shopify
SHOP
$197B
$998K 0.12%
6,716
-1,264
-16% -$171K
AGG icon
91
iShares Core US Aggregate Bond ETF
AGG
$138B
$965K 0.12%
9,624
+204
+2% +$20.2K
LEN icon
92
Lennar Class A
LEN
$20.8B
$939K 0.11%
+7,448
New +$924K
PG icon
93
Procter & Gamble
PG
$334B
$904K 0.11%
5,882
-95
-2% -$14.8K
IWS icon
94
iShares Russell Mid-Cap Value ETF
IWS
$15.8B
$899K 0.11%
6,440
+307
+5% +$42K
VOT icon
95
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.6B
$899K 0.11%
3,060
-270
-8% -$77.9K
ISRG icon
96
Intuitive Surgical
ISRG
$132B
$872K 0.1%
1,949
-131
-6% -$62.9K
RTX icon
97
RTX Corp
RTX
$285B
$844K 0.1%
5,045
-99
-2% -$15.4K
NOW icon
98
ServiceNow
NOW
$150B
$825K 0.1%
4,480
-55
-1% -$10.3K
FNDX icon
99
Schwab Fundamental US Large Company Index ETF
FNDX
$27.6B
$823K 0.1%
31,307
-100
-0.3% -$2.54K
BAC icon
100
Bank of America
BAC
$436B
$760K 0.09%
14,731
+1,098
+8% +$53.6K
2 3
4
5 6

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BEAM
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GIG
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ACP
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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 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.