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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
ABT icon
126
Abbott
ABT
$181B
$577K 0.07%
4,608
-157
-3% -$20K
2024 Q3
5 quarters
PXF icon
127
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.93B
$562K 0.07%
8,573
– –
2024 Q4
4 quarters
PRF icon
128
Invesco FTSE RAFI US 1000 ETF
PRF
$10.1B
$545K 0.06%
11,623
– –
2024 Q4
4 quarters
SUB icon
129
iShares Short-Term National Muni Bond ETF
SUB
$12.3B
$542K 0.06%
5,078
– –
2021 Q4
16 quarters
AXP icon
130
American Express
AXP
$212B
$540K 0.06%
1,459
-3
-0.2% -$1.07K
2023 Q4
8 quarters
VTV icon
131
Vanguard Morningstar Value ETF
VTV
$190B
$538K 0.06%
2,815
+826
+42% +$155K
2024 Q3
5 quarters
DIS icon
132
Walt Disney
DIS
$191B
$526K 0.06%
4,624
-195
-4% -$21.5K
2021 Q4
16 quarters
MRK icon
133
Merck
MRK
$358B
$522K 0.06%
4,964
+227
+5% +$21.3K
2022 Q2
14 quarters
GBTC icon
134
Grayscale Bitcoin Trust
GBTC
$12.3B
$522K 0.06%
7,642
– –
2024 Q2
6 quarters
CRM icon
135
Salesforce
CRM
$203B
$510K 0.06%
1,927
+9
+0.5% +$2.24K
2021 Q4
16 quarters
IEMG icon
136
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$496K 0.06%
7,380
-884
-11% -$59.3K
2024 Q4
4 quarters
APD icon
137
Air Products & Chemicals
APD
$66B
$481K 0.06%
1,949
-65
-3% -$16.5K
2023 Q3
9 quarters
SCHB icon
138
Schwab US Broad Market ETF
SCHB
$44.9B
$481K 0.06%
18,321
-87
-0.5% -$2.27K
2021 Q4
16 quarters
BND icon
139
Vanguard Total Bond Market
BND
$163B
$479K 0.06%
6,469
+3,281
+103% +$244K
2024 Q3
5 quarters
ROK icon
140
Rockwell Automation
ROK
$46.9B
$476K 0.06%
1,223
+123
+11% +$46.2K
2024 Q1
7 quarters
PXH icon
141
Invesco FTSE RAFI Emerging Markets ETF
PXH
$2.08B
$470K 0.06%
18,217
– –
2024 Q4
4 quarters
ADBE icon
142
Adobe
ADBE
$97.9B
$462K 0.05%
1,319
+9
+0.7% +$3.06K
2021 Q4
16 quarters
MCD icon
143
McDonald's
MCD
$172B
$455K 0.05%
1,489
-578
-28% -$177K
2022 Q2
14 quarters
COF icon
144
Capital One
COF
$122B
$453K 0.05%
1,871
-73
-4% -$16.3K
2025 Q2
2 quarters
HON icon
145
Honeywell
HON
$66.7B
$448K 0.05%
2,298
-203
-8% -$39.7K
2023 Q2
10 quarters
WFC icon
146
Wells Fargo
WFC
$248B
$447K 0.05%
4,793
+71
+2% +$6.16K
2024 Q1
7 quarters
GILD icon
147
Gilead Sciences
GILD
$195B
$439K 0.05%
3,574
+5
+0.1% +$608
2022 Q3
13 quarters
IWV icon
148
iShares Russell 3000 ETF
IWV
$20.4B
$431K 0.05%
1,114
+4
+0.4% +$1.53K
2022 Q2
14 quarters
DHR icon
149
Danaher
DHR
$163B
$428K 0.05%
1,870
+47
+3% +$10.3K
2024 Q3
5 quarters
QCOM icon
150
Qualcomm
QCOM
$191B
$424K 0.05%
2,481
-179
-7% -$30.7K
2023 Q4
8 quarters
4 5
6
7 8

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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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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.