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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
PG icon
101
Procter & Gamble
PG
$334B
$790K 0.09%
5,510
-372
-6% -$54.9K
BAC icon
102
Bank of America
BAC
$436B
$767K 0.09%
13,952
-779
-5% -$41.2K
LEN icon
103
Lennar Class A
LEN
$20.8B
$763K 0.09%
7,424
-24
-0.3% -$2.9K
UBER icon
104
Uber
UBER
$161B
$760K 0.09%
9,301
-1,105
-11% -$99.5K
EFA icon
105
iShares MSCI EAFE ETF
EFA
$79.6B
$746K 0.09%
7,771
+2
+0% +$190
GS icon
106
Goldman Sachs
GS
$301B
$734K 0.09%
835
+7
+0.8% +$5.71K
IBM icon
107
IBM
IBM
$222B
$715K 0.08%
2,415
+15
+0.6% +$4.49K
CSCO icon
108
Cisco
CSCO
$433B
$705K 0.08%
9,154
+243
+3% +$18K
JMST icon
109
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.26B
$693K 0.08%
+13,612
New +$693K
NOW icon
110
ServiceNow
NOW
$150B
$691K 0.08%
4,509
+29
+0.6% +$4.97K
RCL icon
111
Royal Caribbean
RCL
$74.7B
$682K 0.08%
2,447
+1,558
+175% +$440K
CSX icon
112
CSX Corp
CSX
$95B
$679K 0.08%
18,733
-489
-3% -$17.5K
CVX icon
113
Chevron
CVX
$396B
$666K 0.08%
4,370
-92
-2% -$14K
GE icon
114
GE Aerospace
GE
$355B
$663K 0.08%
2,153
-157
-7% -$47.3K
FNDF icon
115
Schwab Fundamental International Large Company Index ETF
FNDF
$26B
$644K 0.08%
14,239
– –
APP icon
116
Applovin
APP
$106B
$636K 0.07%
944
-11
-1% -$6.93K
EEM icon
117
iShares MSCI Emerging Markets ETF
EEM
$31.2B
$633K 0.07%
11,574
-282
-2% -$15.3K
ADI icon
118
Analog Devices
ADI
$175B
$618K 0.07%
2,280
+28
+1% +$7.04K
SPMD icon
119
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.6B
$616K 0.07%
10,630
– –
PRFZ icon
120
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.83B
$596K 0.07%
12,997
– –
IWY icon
121
iShares Russell Top 200 Growth ETF
IWY
$16B
$589K 0.07%
2,126
– –
IDXX icon
122
Idexx Laboratories
IDXX
$43.7B
$589K 0.07%
870
-2
-0.2% -$1.36K
INTU icon
123
Intuit
INTU
$97.9B
$588K 0.07%
888
+15
+2% +$9.91K
KO icon
124
Coca-Cola
KO
$386B
$585K 0.07%
8,373
+333
+4% +$23.2K
SCHV
125
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$581K 0.07%
19,610
-315
-2% -$9.21K
3 4
5
6 7

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.