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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
PG icon
101
Procter & Gamble
PG
$365B
$790K 0.09%
5,510
-372
-6% -$54.9K
2021 Q4
16 quarters
BAC icon
102
Bank of America
BAC
$362B
$767K 0.09%
13,952
-779
-5% -$41.2K
2021 Q4
16 quarters
LEN icon
103
Lennar Class A
LEN
$18.5B
$763K 0.09%
7,424
-24
-0.3% -$2.9K
2025 Q3
1 quarter
UBER icon
104
Uber
UBER
$146B
$760K 0.09%
9,301
-1,105
-11% -$99.5K
2022 Q4
12 quarters
EFA icon
105
iShares MSCI EAFE ETF
EFA
$76.9B
$746K 0.09%
7,771
+2
+0% +$190
2024 Q4
4 quarters
GS icon
106
Goldman Sachs
GS
$260B
$734K 0.09%
835
+7
+0.8% +$5.71K
2022 Q4
12 quarters
IBM icon
107
IBM
IBM
$221B
$715K 0.08%
2,415
+15
+0.6% +$4.49K
2023 Q3
9 quarters
CSCO icon
108
Cisco
CSCO
$433B
$705K 0.08%
9,154
+243
+3% +$18K
2022 Q4
12 quarters
JMST icon
109
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.88B
$693K 0.08%
+13,612
New +$693K
2025 Q4
0 quarters
NOW icon
110
ServiceNow
NOW
$154B
$691K 0.08%
4,509
+29
+0.6% +$4.97K
2021 Q4
16 quarters
RCL icon
111
Royal Caribbean
RCL
$74.9B
$682K 0.08%
2,447
+1,558
+175% +$440K
2025 Q2
2 quarters
CSX icon
112
CSX Corp
CSX
$90.2B
$679K 0.08%
18,733
-489
-3% -$17.5K
2024 Q1
7 quarters
CVX icon
113
Chevron
CVX
$430B
$666K 0.08%
4,370
-92
-2% -$14K
2021 Q4
16 quarters
GE icon
114
GE Aerospace
GE
$324B
$663K 0.08%
2,153
-157
-7% -$47.3K
2023 Q4
8 quarters
FNDF icon
115
Schwab Fundamental International Large Company Index ETF
FNDF
$25.5B
$644K 0.08%
14,239
– –
2024 Q4
4 quarters
APP icon
116
Applovin
APP
$93.5B
$636K 0.07%
944
-11
-1% -$6.93K
2024 Q4
4 quarters
EEM icon
117
iShares MSCI Emerging Markets ETF
EEM
$29.6B
$633K 0.07%
11,574
-282
-2% -$15.3K
2021 Q4
16 quarters
ADI icon
118
Analog Devices
ADI
$196B
$618K 0.07%
2,280
+28
+1% +$7.04K
2023 Q4
8 quarters
SPMD icon
119
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.3B
$616K 0.07%
10,630
– –
2021 Q4
16 quarters
PRFZ icon
120
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.65B
$596K 0.07%
12,997
– –
2024 Q4
4 quarters
IWY icon
121
iShares Russell Top 200 Growth ETF
IWY
$16.5B
$589K 0.07%
2,126
– –
2022 Q2
14 quarters
IDXX icon
122
Idexx Laboratories
IDXX
$43.1B
$589K 0.07%
870
-2
-0.2% -$1.36K
2024 Q3
5 quarters
INTU icon
123
Intuit
INTU
$88.2B
$588K 0.07%
888
+15
+2% +$9.91K
2024 Q1
7 quarters
KO icon
124
Coca-Cola
KO
$396B
$585K 0.07%
8,373
+333
+4% +$23.2K
2021 Q4
16 quarters
SCHV icon
125
Schwab US Large-Cap Value ETF
SCHV
$15.5B
$581K 0.07%
19,610
-315
-2% -$9.21K
2021 Q4
16 quarters
3 4
5
6 7

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ACP
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IECM
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LSA
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LAM
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SWM
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DCM
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LGP
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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.