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RWP

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
+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
Avg Time Held Equity + Options
2.1 years
Top 10 Avg Time Held Equity + Options
2.2 years
Top 20 Avg Time Held Equity + Options
2.7 years
Avg Time Held Equity only
2.1 years
Top 10 Avg Time Held Equity only
2.2 years
Top 20 Avg Time Held Equity only
2.7 years

Top Buys

Rank Stock Value
1
HYD icon
VanEck High Yield Muni ETF
HYD
+$4.48M
2
AAUS icon
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 Held Since
IEMG icon
126
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$545K 0.07%
8,264
-440
-5% -$27.4K
2024 Q4
3 quarters
SUB icon
127
iShares Short-Term National Muni Bond ETF
SUB
$12.3B
$542K 0.07%
5,078
-1,678
-25% -$179K
2021 Q4
15 quarters
KO icon
128
Coca-Cola
KO
$396B
$533K 0.06%
8,040
-1,047
-12% -$72.1K
2021 Q4
15 quarters
PRF icon
129
Invesco FTSE RAFI US 1000 ETF
PRF
$10.1B
$525K 0.06%
11,623
– –
2024 Q4
3 quarters
PXF icon
130
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.93B
$524K 0.06%
8,573
– –
2024 Q4
3 quarters
XSOE icon
131
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.98B
$522K 0.06%
13,765
+5,434
+65% +$195K
2022 Q1
14 quarters
HON icon
132
Honeywell
HON
$66.7B
$496K 0.06%
2,501
-85
-3% -$17.8K
2023 Q2
9 quarters
T icon
133
AT&T
T
$161B
$488K 0.06%
17,280
+4,393
+34% +$125K
2024 Q1
6 quarters
AXP icon
134
American Express
AXP
$212B
$486K 0.06%
1,462
-31
-2% -$9.86K
2023 Q4
7 quarters
SCHB icon
135
Schwab US Broad Market ETF
SCHB
$44.9B
$473K 0.06%
18,408
+13
+0.1% +$322
2021 Q4
15 quarters
PXH icon
136
Invesco FTSE RAFI Emerging Markets ETF
PXH
$2.08B
$463K 0.06%
18,217
– –
2024 Q4
3 quarters
ADBE icon
137
Adobe
ADBE
$97.9B
$462K 0.06%
1,310
-9
-0.7% -$3.23K
2021 Q4
15 quarters
CRM icon
138
Salesforce
CRM
$203B
$455K 0.05%
1,918
-188
-9% -$47.4K
2021 Q4
15 quarters
PODD icon
139
Insulet
PODD
$9.62B
$449K 0.05%
1,455
-23
-2% -$7.21K
2024 Q3
4 quarters
QCOM icon
140
Qualcomm
QCOM
$191B
$443K 0.05%
2,660
-84
-3% -$13.3K
2023 Q4
7 quarters
IWV icon
141
iShares Russell 3000 ETF
IWV
$20.4B
$420K 0.05%
1,110
+2
+0.2% +$729
2022 Q2
13 quarters
PM icon
142
Philip Morris
PM
$312B
$413K 0.05%
2,548
-21
-0.8% -$3.53K
2024 Q2
5 quarters
COF icon
143
Capital One
COF
$122B
$413K 0.05%
1,944
+171
+10% +$37.4K
2025 Q2
1 quarter
DXCM icon
144
DexCom
DXCM
$33.1B
$405K 0.05%
6,024
+38
+0.6% +$3.01K
2021 Q4
15 quarters
CRWD icon
145
CrowdStrike
CRWD
$250B
$404K 0.05%
3,296
-112
-3% -$12.7K
2025 Q1
2 quarters
MRK icon
146
Merck
MRK
$358B
$398K 0.05%
4,737
+95
+2% +$7.83K
2022 Q2
13 quarters
GILD icon
147
Gilead Sciences
GILD
$195B
$396K 0.05%
3,569
-26
-0.7% -$2.96K
2022 Q3
12 quarters
WFC icon
148
Wells Fargo
WFC
$248B
$396K 0.05%
4,722
+105
+2% +$8.52K
2024 Q1
6 quarters
IUSG icon
149
iShares Core S&P US Growth ETF
IUSG
$34B
$396K 0.05%
2,405
+298
+14% +$46.8K
2022 Q4
11 quarters
OKE icon
150
Oneok
OKE
$57.1B
$393K 0.05%
5,385
-32
-0.6% -$2.45K
2024 Q3
4 quarters
4 5
6
7 8

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GIG
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ACP
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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
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LGP
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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.