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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
PODD icon
151
Insulet
PODD
$9.62B
$424K 0.05%
1,490
+35
+2% +$10.9K
2024 Q3
5 quarters
T icon
152
AT&T
T
$161B
$415K 0.05%
16,717
-563
-3% -$14.3K
2024 Q1
7 quarters
OKE icon
153
Oneok
OKE
$57.1B
$403K 0.05%
5,489
+104
+2% +$7.37K
2024 Q3
5 quarters
DXCM icon
154
DexCom
DXCM
$33.1B
$403K 0.05%
6,073
+49
+0.8% +$3.17K
2021 Q4
16 quarters
MTD icon
155
Mettler-Toledo International
MTD
$32.8B
$397K 0.05%
285
+1
+0.4% +$1.4K
2024 Q3
5 quarters
CAT icon
156
Caterpillar
CAT
$338B
$390K 0.05%
681
+16
+2% +$8.89K
2024 Q1
7 quarters
NEE icon
157
NextEra Energy
NEE
$165B
$389K 0.05%
4,848
+101
+2% +$8.37K
2023 Q4
8 quarters
CRWD icon
158
CrowdStrike
CRWD
$250B
$387K 0.05%
3,300
+4
+0.1% +$509
2025 Q1
3 quarters
PM icon
159
Philip Morris
PM
$312B
$385K 0.05%
2,398
-150
-6% -$23.2K
2024 Q2
6 quarters
ED icon
160
Consolidated Edison
ED
$40.6B
$383K 0.05%
3,859
+18
+0.5% +$1.79K
2021 Q4
16 quarters
TJX icon
161
TJX Companies
TJX
$159B
$381K 0.04%
2,479
+13
+0.5% +$1.92K
2024 Q2
6 quarters
PEP icon
162
PepsiCo
PEP
$175B
$371K 0.04%
2,585
+114
+5% +$16.8K
2021 Q4
16 quarters
IYW icon
163
iShares US Technology ETF
IYW
$25.8B
$363K 0.04%
1,818
– –
2023 Q2
10 quarters
VV icon
164
Vanguard Morningstar Large-Cap ETF
VV
$54.8B
$359K 0.04%
1,139
+1
+0.1% +$312
2024 Q3
5 quarters
TMO icon
165
Thermo Fisher Scientific
TMO
$258B
$353K 0.04%
610
+73
+14% +$41.3K
2025 Q3
1 quarter
AVDE icon
166
Avantis International Equity ETF
AVDE
$19.1B
$350K 0.04%
+4,253
New +$341K
2025 Q4
0 quarters
IUSG icon
167
iShares Core S&P US Growth ETF
IUSG
$34B
$345K 0.04%
2,053
-352
-15% -$58.7K
2022 Q4
12 quarters
DUK icon
168
Duke Energy
DUK
$92.7B
$339K 0.04%
2,895
-58
-2% -$7.08K
2021 Q4
16 quarters
LRCX icon
169
Lam Research
LRCX
$347B
$339K 0.04%
1,981
+43
+2% +$6.69K
2025 Q3
1 quarter
VZ icon
170
Verizon
VZ
$184B
$337K 0.04%
8,279
-395
-5% -$16K
2023 Q3
9 quarters
GEV icon
171
GE Vernova
GEV
$247B
$337K 0.04%
515
-52
-9% -$31.7K
2025 Q2
2 quarters
LIN icon
172
Linde
LIN
$227B
$336K 0.04%
789
-34
-4% -$14.6K
2023 Q2
10 quarters
MS icon
173
Morgan Stanley
MS
$286B
$336K 0.04%
1,894
+78
+4% +$13K
2025 Q1
3 quarters
PFE icon
174
Pfizer
PFE
$168B
$333K 0.04%
13,393
-1,561
-10% -$39.4K
2021 Q4
16 quarters
RJF icon
175
Raymond James Financial
RJF
$30.3B
$332K 0.04%
2,070
-8
-0.4% -$1.29K
2023 Q3
9 quarters
5 6
7
8 9

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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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DCM
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LGP
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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.