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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
VTEB icon
76
Vanguard Tax-Exempt Bond Index Fund
VTEB
$50.4B
$1.3M 0.15%
25,875
+3,372
+15% +$170K
2021 Q4
16 quarters
APH icon
77
Amphenol
APH
$201B
$1.27M 0.15%
18,846
-40
-0.2% -$2.67K
2024 Q1
7 quarters
CL icon
78
Colgate-Palmolive
CL
$73.9B
$1.27M 0.15%
16,022
-8,452
-35% -$663K
2022 Q3
13 quarters
NUMG icon
79
Nuveen ESG Mid-Cap Growth ETF
NUMG
$350M
$1.25M 0.15%
26,176
+1,611
+7% +$77.2K
2021 Q4
16 quarters
DFSV icon
80
U.S. Small Cap Value Portfolio ETF Class Shares
DFSV
$8.12B
$1.22M 0.14%
37,021
-1,865
-5% -$60K
2023 Q2
10 quarters
PLTR icon
81
Palantir
PLTR
$482B
$1.19M 0.14%
6,678
+86
+1% +$15.6K
2024 Q4
4 quarters
UNH icon
82
UnitedHealth
UNH
$365B
$1.17M 0.14%
3,536
-48
-1% -$16.3K
2021 Q4
16 quarters
MU icon
83
Micron Technology
MU
$1.05T
$1.14M 0.13%
4,006
+80
+2% +$18.4K
2021 Q4
16 quarters
NUMV icon
84
Nuveen ESG Mid-Cap Value ETF
NUMV
$448M
$1.13M 0.13%
28,979
+1,215
+4% +$47.2K
2022 Q3
13 quarters
VIG icon
85
Vanguard Dividend Appreciation ETF
VIG
$113B
$1.13M 0.13%
5,147
-22
-0.4% -$4.81K
2021 Q4
16 quarters
ISRG icon
86
Intuitive Surgical
ISRG
$151B
$1.1M 0.13%
1,947
-2
-0.1% -$1.06K
2021 Q4
16 quarters
ORCL icon
87
Oracle
ORCL
$408B
$1.1M 0.13%
5,624
-424
-7% -$101K
2023 Q2
10 quarters
WMT icon
88
Walmart Inc
WMT
$935B
$1.09M 0.13%
9,776
-150
-2% -$16.1K
2021 Q4
16 quarters
SHOP icon
89
Shopify
SHOP
$229B
$1.06M 0.12%
6,579
-137
-2% -$22K
2024 Q1
7 quarters
COST icon
90
Costco
COST
$433B
$988K 0.12%
1,146
-61
-5% -$55.3K
2022 Q3
13 quarters
NFLX icon
91
Netflix
NFLX
$302B
$978K 0.11%
10,427
-383
-4% -$41.3K
2022 Q3
13 quarters
IWP icon
92
iShares Russell Mid-Cap Growth ETF
IWP
$19.3B
$965K 0.11%
7,046
-324
-4% -$45.3K
2021 Q4
16 quarters
AGG icon
93
iShares Core US Aggregate Bond ETF
AGG
$138B
$956K 0.11%
9,571
-53
-0.6% -$5.32K
2021 Q4
16 quarters
RTX icon
94
RTX Corp
RTX
$252B
$928K 0.11%
5,061
+16
+0.3% +$2.78K
2024 Q1
7 quarters
VWO icon
95
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$868K 0.1%
16,153
+2,253
+16% +$122K
2024 Q4
4 quarters
BX icon
96
Blackstone
BX
$87.1B
$863K 0.1%
5,600
-244
-4% -$37.1K
2021 Q4
16 quarters
HD icon
97
Home Depot
HD
$308B
$860K 0.1%
2,499
-217
-8% -$79.5K
2021 Q4
16 quarters
VOT icon
98
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.3B
$854K 0.1%
3,060
– –
2021 Q4
16 quarters
IWS icon
99
iShares Russell Mid-Cap Value ETF
IWS
$15.4B
$840K 0.1%
5,954
-486
-8% -$67.9K
2021 Q4
16 quarters
FNDX icon
100
Schwab Fundamental US Large Company Index ETF
FNDX
$28.1B
$825K 0.1%
30,311
-996
-3% -$26.6K
2024 Q4
4 quarters
2 3
4
5 6

Similar funds

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
DCM
Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 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.