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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
LIN icon
151
Linde
LIN
$227B
$391K 0.05%
823
+41
+5% +$19.4K
2023 Q2
9 quarters
XBIL icon
152
US Treasury 6 Month Bill ETF
XBIL
$764M
$391K 0.05%
7,787
-4,917
-39% -$246K
2024 Q1
6 quarters
ED icon
153
Consolidated Edison
ED
$40.6B
$386K 0.05%
3,841
+90
+2% +$9.03K
2021 Q4
15 quarters
ROK icon
154
Rockwell Automation
ROK
$46.9B
$384K 0.05%
1,100
+9
+0.8% +$3.11K
2024 Q1
6 quarters
VZ icon
155
Verizon
VZ
$184B
$381K 0.05%
8,674
+1,764
+26% +$76.4K
2023 Q3
8 quarters
PFE icon
156
Pfizer
PFE
$168B
$381K 0.05%
14,954
-2,981
-17% -$73.6K
2021 Q4
15 quarters
VTV icon
157
Vanguard Morningstar Value ETF
VTV
$190B
$371K 0.04%
1,989
-11
-0.6% -$1.99K
2024 Q3
4 quarters
ETN icon
158
Eaton
ETN
$156B
$371K 0.04%
991
+3
+0.3% +$1.09K
2024 Q1
6 quarters
BLK icon
159
Blackrock
BLK
$174B
$370K 0.04%
317
-45
-12% -$50.3K
2025 Q2
1 quarter
DUK icon
160
Duke Energy
DUK
$92.7B
$365K 0.04%
2,953
+117
+4% +$14.2K
2021 Q4
15 quarters
DHR icon
161
Danaher
DHR
$163B
$361K 0.04%
1,823
+138
+8% +$27.5K
2024 Q3
4 quarters
RJF icon
162
Raymond James Financial
RJF
$30.3B
$359K 0.04%
2,078
+6
+0.3% +$994
2023 Q3
8 quarters
NEE icon
163
NextEra Energy
NEE
$165B
$358K 0.04%
4,747
-151
-3% -$11K
2023 Q4
7 quarters
TJX icon
164
TJX Companies
TJX
$159B
$356K 0.04%
2,466
+13
+0.5% +$1.73K
2024 Q2
5 quarters
IYW icon
165
iShares US Technology ETF
IYW
$25.8B
$356K 0.04%
1,818
-12
-0.7% -$2.19K
2023 Q2
9 quarters
VV icon
166
Vanguard Morningstar Large-Cap ETF
VV
$54.8B
$350K 0.04%
1,138
– –
2024 Q3
4 quarters
GEV icon
167
GE Vernova
GEV
$247B
$349K 0.04%
567
+3
+0.5% +$1.82K
2025 Q2
1 quarter
MTD icon
168
Mettler-Toledo International
MTD
$32.8B
$349K 0.04%
284
+3
+1% +$3.76K
2024 Q3
4 quarters
PEP icon
169
PepsiCo
PEP
$175B
$347K 0.04%
2,471
+685
+38% +$97.8K
2021 Q4
15 quarters
IWB icon
170
iShares Russell 1000 ETF
IWB
$49.2B
$334K 0.04%
914
-315
-26% -$111K
2024 Q1
6 quarters
PEG icon
171
Public Service Enterprise Group
PEG
$35B
$323K 0.04%
3,870
+27
+0.7% +$2.27K
2025 Q1
2 quarters
GD icon
172
General Dynamics
GD
$91.2B
$323K 0.04%
947
+17
+2% +$5.36K
2023 Q4
7 quarters
CAT icon
173
Caterpillar
CAT
$338B
$317K 0.04%
665
+40
+6% +$17.1K
2024 Q1
6 quarters
EMR icon
174
Emerson Electric
EMR
$90.4B
$303K 0.04%
2,308
+79
+4% +$10.8K
2024 Q1
6 quarters
LOW icon
175
Lowe's Companies
LOW
$110B
$293K 0.04%
1,164
+62
+6% +$15.2K
2024 Q3
4 quarters
5 6
7
8 9

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IECM
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LSA
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LAM
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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.