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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
PODD icon
151
Insulet
PODD
$10.1B
$424K 0.05%
1,490
+35
+2% +$10.9K
T icon
152
AT&T
T
$178B
$415K 0.05%
16,717
-563
-3% -$14.3K
OKE icon
153
Oneok
OKE
$59.7B
$403K 0.05%
5,489
+104
+2% +$7.37K
DXCM icon
154
DexCom
DXCM
$34.3B
$403K 0.05%
6,073
+49
+0.8% +$3.17K
MTD icon
155
Mettler-Toledo International
MTD
$28B
$397K 0.05%
285
+1
+0.4% +$1.4K
CAT icon
156
Caterpillar
CAT
$368B
$390K 0.05%
681
+16
+2% +$8.89K
NEE icon
157
NextEra Energy
NEE
$171B
$389K 0.05%
4,848
+101
+2% +$8.37K
CRWD icon
158
CrowdStrike
CRWD
$224B
$387K 0.05%
3,300
+4
+0.1% +$509
PM icon
159
Philip Morris
PM
$299B
$385K 0.05%
2,398
-150
-6% -$23.2K
ED icon
160
Consolidated Edison
ED
$39.8B
$383K 0.05%
3,859
+18
+0.5% +$1.79K
TJX icon
161
TJX Companies
TJX
$149B
$381K 0.04%
2,479
+13
+0.5% +$1.92K
PEP icon
162
PepsiCo
PEP
$193B
$371K 0.04%
2,585
+114
+5% +$16.8K
IYW icon
163
iShares US Technology ETF
IYW
$25.3B
$363K 0.04%
1,818
– –
VV icon
164
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
$359K 0.04%
1,139
+1
+0.1% +$312
TMO icon
165
Thermo Fisher Scientific
TMO
$230B
$353K 0.04%
610
+73
+14% +$41.3K
AVDE icon
166
Avantis International Equity ETF
AVDE
$19B
$350K 0.04%
+4,253
New +$341K
IUSG icon
167
iShares Core S&P US Growth ETF
IUSG
$33.5B
$345K 0.04%
2,053
-352
-15% -$58.7K
DUK icon
168
Duke Energy
DUK
$93.8B
$339K 0.04%
2,895
-58
-2% -$7.08K
LRCX icon
169
Lam Research
LRCX
$378B
$339K 0.04%
1,981
+43
+2% +$6.69K
VZ icon
170
Verizon
VZ
$208B
$337K 0.04%
8,279
-395
-5% -$16K
GEV icon
171
GE Vernova
GEV
$243B
$337K 0.04%
515
-52
-9% -$31.7K
LIN icon
172
Linde
LIN
$226B
$336K 0.04%
789
-34
-4% -$14.6K
MS icon
173
Morgan Stanley
MS
$337B
$336K 0.04%
1,894
+78
+4% +$13K
PFE icon
174
Pfizer
PFE
$159B
$333K 0.04%
13,393
-1,561
-10% -$39.4K
RJF icon
175
Raymond James Financial
RJF
$34.5B
$332K 0.04%
2,070
-8
-0.4% -$1.29K
5 6
7
8 9

Similar funds

BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
GIG
Goodnow Investment Group Darien, Connecticut $964M AUM 2.51% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
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

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.