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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
VTEB icon
76
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$1.3M 0.15%
25,875
+3,372
+15% +$170K
APH icon
77
Amphenol
APH
$194B
$1.27M 0.15%
9,423
-20
-0.2% -$2.67K
CL icon
78
Colgate-Palmolive
CL
$72.3B
$1.27M 0.15%
16,022
-8,452
-35% -$663K
NUMG icon
79
Nuveen ESG Mid-Cap Growth ETF
NUMG
$365M
$1.25M 0.15%
26,176
+1,611
+7% +$77.2K
DFSV
80
Dimensional US Small Cap Value ETF
DFSV
$8.34B
$1.22M 0.14%
37,021
-1,865
-5% -$60K
PLTR icon
81
Palantir
PLTR
$448B
$1.19M 0.14%
6,678
+86
+1% +$15.6K
UNH icon
82
UnitedHealth
UNH
$353B
$1.17M 0.14%
3,536
-48
-1% -$16.3K
MU icon
83
Micron Technology
MU
$1.05T
$1.14M 0.13%
4,006
+80
+2% +$18.4K
NUMV icon
84
Nuveen ESG Mid-Cap Value ETF
NUMV
$453M
$1.13M 0.13%
28,979
+1,215
+4% +$47.2K
VIG icon
85
Vanguard Dividend Appreciation ETF
VIG
$113B
$1.13M 0.13%
5,147
-22
-0.4% -$4.81K
ISRG icon
86
Intuitive Surgical
ISRG
$132B
$1.1M 0.13%
1,947
-2
-0.1% -$1.06K
ORCL icon
87
Oracle
ORCL
$435B
$1.1M 0.13%
5,624
-424
-7% -$101K
WMT icon
88
Walmart Inc
WMT
$820B
$1.09M 0.13%
9,776
-150
-2% -$16.1K
SHOP icon
89
Shopify
SHOP
$197B
$1.06M 0.12%
6,579
-137
-2% -$22K
COST icon
90
Costco
COST
$419B
$988K 0.12%
1,146
-61
-5% -$55.3K
NFLX icon
91
Netflix
NFLX
$340B
$978K 0.11%
10,427
-383
-4% -$41.3K
IWP icon
92
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$965K 0.11%
7,046
-324
-4% -$45.3K
AGG icon
93
iShares Core US Aggregate Bond ETF
AGG
$138B
$956K 0.11%
9,571
-53
-0.6% -$5.32K
RTX icon
94
RTX Corp
RTX
$285B
$928K 0.11%
5,061
+16
+0.3% +$2.78K
VWO icon
95
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$868K 0.1%
16,153
+2,253
+16% +$122K
BX icon
96
Blackstone
BX
$107B
$863K 0.1%
5,600
-244
-4% -$37.1K
HD icon
97
Home Depot
HD
$329B
$860K 0.1%
2,499
-217
-8% -$79.5K
VOT icon
98
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.6B
$854K 0.1%
3,060
– –
IWS icon
99
iShares Russell Mid-Cap Value ETF
IWS
$15.8B
$840K 0.1%
5,954
-486
-8% -$67.9K
FNDX icon
100
Schwab Fundamental US Large Company Index ETF
FNDX
$27.6B
$825K 0.1%
30,311
-996
-3% -$26.6K
2 3
4
5 6

Similar funds

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
L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return
SWM
Stockman Wealth Management Billings, Montana $968M AUM 28.96% 1-Year Est. Return

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.