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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
+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
Cap. Flow
+$21.2M
Cap. Flow %
2.55%
Top 10 Hldgs %
47.87%
Holding
248
New
20
Increased
112
Reduced
85
Closed
16

Top Buys

Rank Stock Value
1
HYD icon
VanEck High Yield Muni ETF
HYD
+$4.48M
2
AAUS
Alpha Architect US Equity ETF
AAUS
+$2.01M
3
SCHF icon
Schwab International Equity ETF
SCHF
+$2M
4
AAPL icon
Apple
AAPL
+$1.52M
5
TOL icon
Toll Brothers
TOL
+$1.51M

Top Sells

Rank Stock Value
1
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.86M
2
TSLA icon
Tesla
TSLA
+$634K
3
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$534K
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$521K
5
DLN icon
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
IEMG icon
126
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$545K 0.07%
8,264
-440
-5% -$27.4K
SUB icon
127
iShares Short-Term National Muni Bond ETF
SUB
$11.6B
$542K 0.07%
5,078
-1,678
-25% -$179K
KO icon
128
Coca-Cola
KO
$386B
$533K 0.06%
8,040
-1,047
-12% -$72.1K
PRF icon
129
Invesco FTSE RAFI US 1000 ETF
PRF
$10.1B
$525K 0.06%
11,623
– –
PXF icon
130
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.99B
$524K 0.06%
8,573
– –
XSOE icon
131
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.13B
$522K 0.06%
13,765
+5,434
+65% +$195K
HON icon
132
Honeywell
HON
$68.9B
$496K 0.06%
2,501
-85
-3% -$17.8K
T icon
133
AT&T
T
$178B
$488K 0.06%
17,280
+4,393
+34% +$125K
AXP icon
134
American Express
AXP
$225B
$486K 0.06%
1,462
-31
-2% -$9.86K
SCHB icon
135
Schwab US Broad Market ETF
SCHB
$44.7B
$473K 0.06%
18,408
+13
+0.1% +$322
PXH icon
136
Invesco FTSE RAFI Emerging Markets ETF
PXH
$2.01B
$463K 0.06%
18,217
– –
ADBE icon
137
Adobe
ADBE
$116B
$462K 0.06%
1,310
-9
-0.7% -$3.23K
CRM icon
138
Salesforce
CRM
$211B
$455K 0.05%
1,918
-188
-9% -$47.4K
PODD icon
139
Insulet
PODD
$10.1B
$449K 0.05%
1,455
-23
-2% -$7.21K
QCOM icon
140
Qualcomm
QCOM
$175B
$443K 0.05%
2,660
-84
-3% -$13.3K
IWV icon
141
iShares Russell 3000 ETF
IWV
$20.3B
$420K 0.05%
1,110
+2
+0.2% +$729
PM icon
142
Philip Morris
PM
$299B
$413K 0.05%
2,548
-21
-0.8% -$3.53K
COF icon
143
Capital One
COF
$132B
$413K 0.05%
1,944
+171
+10% +$37.4K
DXCM icon
144
DexCom
DXCM
$34.3B
$405K 0.05%
6,024
+38
+0.6% +$3.01K
CRWD icon
145
CrowdStrike
CRWD
$224B
$404K 0.05%
3,296
-112
-3% -$12.7K
MRK icon
146
Merck
MRK
$366B
$398K 0.05%
4,737
+95
+2% +$7.83K
GILD icon
147
Gilead Sciences
GILD
$181B
$396K 0.05%
3,569
-26
-0.7% -$2.96K
WFC icon
148
Wells Fargo
WFC
$262B
$396K 0.05%
4,722
+105
+2% +$8.52K
IUSG icon
149
iShares Core S&P US Growth ETF
IUSG
$33.5B
$396K 0.05%
2,405
+298
+14% +$46.8K
OKE icon
150
Oneok
OKE
$59.7B
$393K 0.05%
5,385
-32
-0.6% -$2.45K
4 5
6
7 8

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BEAM
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GIG
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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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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.