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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
+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

Top Buys

Rank Stock Value
1
HYD icon
VanEck High Yield Muni ETF
HYD
+$4.48M
2
AAUS
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
IWD icon
176
iShares Russell 1000 Value ETF
IWD
$84.3B
$289K 0.03%
+1,420
New +$282K
MS icon
177
Morgan Stanley
MS
$337B
$289K 0.03%
1,816
-1
-0.1% -$148
RCL icon
178
Royal Caribbean
RCL
$74.7B
$288K 0.03%
889
+29
+3% +$9.69K
ANET icon
179
Arista Networks
ANET
$246B
$281K 0.03%
+1,929
New +$248K
MELI icon
180
Mercado Libre
MELI
$99.7B
$280K 0.03%
120
+4
+3% +$9.6K
BNDX icon
181
Vanguard Total International Bond ETF
BNDX
$82.5B
$278K 0.03%
5,623
-69
-1% -$3.4K
IAU icon
182
iShares Gold Trust
IAU
$66.1B
$277K 0.03%
3,810
– –
VEEV icon
183
Veeva Systems
VEEV
$44.8B
$277K 0.03%
929
+26
+3% +$7.32K
PGR icon
184
Progressive
PGR
$127B
$276K 0.03%
1,118
-46
-4% -$11.3K
BA icon
185
Boeing
BA
$166B
$269K 0.03%
1,248
+40
+3% +$9.02K
PH icon
186
Parker-Hannifin
PH
$125B
$265K 0.03%
349
-39
-10% -$28.8K
DIA icon
187
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46B
$263K 0.03%
568
– –
BNY
188
Bank of New York Mellon
BNY
$110B
$263K 0.03%
2,418
-519
-18% -$52.9K
TMO icon
189
Thermo Fisher Scientific
TMO
$230B
$260K 0.03%
+537
New +$250K
LRCX icon
190
Lam Research
LRCX
$378B
$260K 0.03%
+1,938
New +$205K
RSP icon
191
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$258K 0.03%
1,362
-157
-10% -$29.3K
AMAT icon
192
Applied Materials
AMAT
$366B
$258K 0.03%
1,262
+35
+3% +$6.35K
SCHW
193
Charles Schwab
SCHW
$191B
$257K 0.03%
+2,694
New +$256K
CVS icon
194
CVS Health
CVS
$119B
$255K 0.03%
3,380
+442
+15% +$30.3K
WELL icon
195
Welltower
WELL
$172B
$254K 0.03%
1,426
+87
+6% +$14.3K
GLD icon
196
SPDR Gold Trust
GLD
$149B
$252K 0.03%
+709
New +$226K
AMP icon
197
Ameriprise Financial
AMP
$49.4B
$251K 0.03%
510
+3
+0.6% +$1.54K
SPGI icon
198
S&P Global
SPGI
$131B
$243K 0.03%
499
+4
+0.8% +$2.14K
MCK icon
199
McKesson
MCK
$104B
$243K 0.03%
314
+3
+1% +$2.11K
SO icon
200
Southern Company
SO
$102B
$241K 0.03%
2,539
+100
+4% +$9.34K
6 7
8
9 10

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BEAM
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GIG
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ACP
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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
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SWM
Stockman Wealth Management Billings, Montana $968M AUM 28.96% 1-Year Est. Return

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.