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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 | |
|---|---|---|---|---|---|---|---|
76
UnitedHealth
UNH
$365B
| $1.24M | 0.15% |
3,584
+153
| +4% | +$46.3K |
2021 Q4
15 quarters
|
|
77
Palantir
PLTR
$482B
| $1.2M | 0.14% |
6,592
+99
| +2% | +$16K |
2024 Q4
3 quarters
|
|
78
Nuveen ESG Mid-Cap Growth ETF
NUMG
$350M
| $1.2M | 0.14% |
24,565
+83
| +0.3% | +$4.03K |
2021 Q4
15 quarters
|
|
79
Amphenol
APH
$201B
| $1.17M | 0.14% |
18,886
-5,348
| -22% | -$293K |
2024 Q1
6 quarters
|
|
80
Vanguard Tax-Exempt Bond Index Fund
VTEB
$50.4B
| $1.13M | 0.14% |
22,503
-1,137
| -5% | -$55.9K |
2021 Q4
15 quarters
|
|
81
Costco
COST
$433B
| $1.12M | 0.13% |
1,207
-13
| -1% | -$12.5K |
2022 Q3
12 quarters
|
|
82
Vanguard Dividend Appreciation ETF
VIG
$113B
| $1.12M | 0.13% |
5,169
-34
| -0.7% | -$7.14K |
2021 Q4
15 quarters
|
|
83
Home Depot
HD
$308B
| $1.1M | 0.13% |
2,716
+68
| +3% | +$26.7K |
2021 Q4
15 quarters
|
|
84
Eli Lilly
LLY
$1.12T
| $1.1M | 0.13% |
1,438
-92
| -6% | -$68.5K |
2022 Q1
14 quarters
|
|
85
Nuveen ESG Mid-Cap Value ETF
NUMV
$448M
| $1.07M | 0.13% |
27,764
+279
| +1% | +$10.5K |
2022 Q3
12 quarters
|
|
86
iShares Russell Mid-Cap Growth ETF
IWP
$19.3B
| $1.05M | 0.13% |
7,370
+324
| +5% | +$45.8K |
2021 Q4
15 quarters
|
|
87
Walmart Inc
WMT
$935B
| $1.02M | 0.12% |
9,926
+96
| +1% | +$9.56K |
2021 Q4
15 quarters
|
|
88
Uber
UBER
$146B
| $1.02M | 0.12% |
10,406
-2,127
| -17% | -$199K |
2022 Q4
11 quarters
|
|
89
Blackstone
BX
$87.1B
| $998K | 0.12% |
5,844
-224
| -4% | -$38.4K |
2021 Q4
15 quarters
|
|
90
Shopify
SHOP
$229B
| $998K | 0.12% |
6,716
-1,264
| -16% | -$171K |
2024 Q1
6 quarters
|
|
91
iShares Core US Aggregate Bond ETF
AGG
$138B
| $965K | 0.12% |
9,624
+204
| +2% | +$20.2K |
2021 Q4
15 quarters
|
|
92
Lennar Class A
LEN
$18.5B
| $939K | 0.11% |
+7,448
| New | +$924K |
2025 Q3
0 quarters
|
|
93
Procter & Gamble
PG
$365B
| $904K | 0.11% |
5,882
-95
| -2% | -$14.8K |
2021 Q4
15 quarters
|
|
94
iShares Russell Mid-Cap Value ETF
IWS
$15.4B
| $899K | 0.11% |
6,440
+307
| +5% | +$42K |
2021 Q4
15 quarters
|
|
95
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.3B
| $899K | 0.11% |
3,060
-270
| -8% | -$77.9K |
2021 Q4
15 quarters
|
|
96
Intuitive Surgical
ISRG
$151B
| $872K | 0.1% |
1,949
-131
| -6% | -$62.9K |
2021 Q4
15 quarters
|
|
97
RTX Corp
RTX
$252B
| $844K | 0.1% |
5,045
-99
| -2% | -$15.4K |
2024 Q1
6 quarters
|
|
98
ServiceNow
NOW
$154B
| $825K | 0.1% |
4,480
-55
| -1% | -$10.3K |
2021 Q4
15 quarters
|
|
99
Schwab Fundamental US Large Company Index ETF
FNDX
$28.1B
| $823K | 0.1% |
31,307
-100
| -0.3% | -$2.54K |
2024 Q4
3 quarters
|
|
100
Bank of America
BAC
$362B
| $760K | 0.09% |
14,731
+1,098
| +8% | +$53.6K |
2021 Q4
15 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.