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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
ABT icon
126
Abbott
ABT
$195B
$577K 0.07%
4,608
-157
-3% -$20K
PXF icon
127
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.99B
$562K 0.07%
8,573
– –
PRF icon
128
Invesco FTSE RAFI US 1000 ETF
PRF
$10.1B
$545K 0.06%
11,623
– –
SUB icon
129
iShares Short-Term National Muni Bond ETF
SUB
$11.6B
$542K 0.06%
5,078
– –
AXP icon
130
American Express
AXP
$225B
$540K 0.06%
1,459
-3
-0.2% -$1.07K
VTV icon
131
Vanguard Morningstar Value ETF
VTV
$192B
$538K 0.06%
2,815
+826
+42% +$155K
DIS icon
132
Walt Disney
DIS
$187B
$526K 0.06%
4,624
-195
-4% -$21.5K
MRK icon
133
Merck
MRK
$366B
$522K 0.06%
4,964
+227
+5% +$21.3K
GBTC icon
134
Grayscale Bitcoin Trust
GBTC
$11.6B
$522K 0.06%
7,642
– –
CRM icon
135
Salesforce
CRM
$211B
$510K 0.06%
1,927
+9
+0.5% +$2.24K
IEMG icon
136
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$496K 0.06%
7,380
-884
-11% -$59.3K
APD icon
137
Air Products & Chemicals
APD
$68.6B
$481K 0.06%
1,949
-65
-3% -$16.5K
SCHB icon
138
Schwab US Broad Market ETF
SCHB
$44.7B
$481K 0.06%
18,321
-87
-0.5% -$2.27K
BND icon
139
Vanguard Total Bond Market
BND
$161B
$479K 0.06%
6,469
+3,281
+103% +$244K
ROK icon
140
Rockwell Automation
ROK
$47.8B
$476K 0.06%
1,223
+123
+11% +$46.2K
PXH icon
141
Invesco FTSE RAFI Emerging Markets ETF
PXH
$2.01B
$470K 0.06%
18,217
– –
ADBE icon
142
Adobe
ADBE
$116B
$462K 0.05%
1,319
+9
+0.7% +$3.06K
MCD icon
143
McDonald's
MCD
$188B
$455K 0.05%
1,489
-578
-28% -$177K
COF icon
144
Capital One
COF
$132B
$453K 0.05%
1,871
-73
-4% -$16.3K
HON icon
145
Honeywell
HON
$68.9B
$448K 0.05%
2,298
-203
-8% -$39.7K
WFC icon
146
Wells Fargo
WFC
$262B
$447K 0.05%
4,793
+71
+2% +$6.16K
GILD icon
147
Gilead Sciences
GILD
$181B
$439K 0.05%
3,574
+5
+0.1% +$608
IWV icon
148
iShares Russell 3000 ETF
IWV
$20.3B
$431K 0.05%
1,114
+4
+0.4% +$1.53K
DHR icon
149
Danaher
DHR
$152B
$428K 0.05%
1,870
+47
+3% +$10.3K
QCOM icon
150
Qualcomm
QCOM
$175B
$424K 0.05%
2,481
-179
-7% -$30.7K
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 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.