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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
+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
IWD icon
176
iShares Russell 1000 Value ETF
IWD
$83.7B
$289K 0.03%
+1,420
New +$282K
2025 Q3
0 quarters
MS icon
177
Morgan Stanley
MS
$286B
$289K 0.03%
1,816
-1
-0.1% -$148
2025 Q1
2 quarters
RCL icon
178
Royal Caribbean
RCL
$74.9B
$288K 0.03%
889
+29
+3% +$9.69K
2025 Q2
1 quarter
ANET icon
179
Arista Networks
ANET
$234B
$281K 0.03%
+1,929
New +$248K
2025 Q3
0 quarters
MELI icon
180
Mercado Libre
MELI
$94.1B
$280K 0.03%
120
+4
+3% +$9.6K
2024 Q3
4 quarters
BNDX icon
181
Vanguard Total International Bond ETF
BNDX
$83.7B
$278K 0.03%
5,623
-69
-1% -$3.4K
2021 Q4
15 quarters
IAU icon
182
iShares Gold Trust
IAU
$61.9B
$277K 0.03%
3,810
– –
2025 Q1
2 quarters
VEEV icon
183
Veeva Systems
VEEV
$50.7B
$277K 0.03%
929
+26
+3% +$7.32K
2025 Q1
2 quarters
PGR icon
184
Progressive
PGR
$124B
$276K 0.03%
1,118
-46
-4% -$11.3K
2024 Q4
3 quarters
BA icon
185
Boeing
BA
$149B
$269K 0.03%
1,248
+40
+3% +$9.02K
2024 Q4
3 quarters
PH icon
186
Parker-Hannifin
PH
$121B
$265K 0.03%
349
-39
-10% -$28.8K
2025 Q1
2 quarters
DIA icon
187
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.2B
$263K 0.03%
568
– –
2023 Q4
7 quarters
BNY icon
188
Bank of New York Mellon
BNY
$96.4B
$263K 0.03%
2,418
-519
-18% -$52.9K
2024 Q4
3 quarters
TMO icon
189
Thermo Fisher Scientific
TMO
$258B
$260K 0.03%
+537
New +$250K
2025 Q3
0 quarters
LRCX icon
190
Lam Research
LRCX
$347B
$260K 0.03%
+1,938
New +$205K
2025 Q3
0 quarters
RSP icon
191
Invesco S&P 500 Equal Weight ETF
RSP
$98.2B
$258K 0.03%
1,362
-157
-10% -$29.3K
2025 Q2
1 quarter
AMAT icon
192
Applied Materials
AMAT
$341B
$258K 0.03%
1,262
+35
+3% +$6.35K
2025 Q2
1 quarter
SCHW icon
193
Charles Schwab
SCHW
$163B
$257K 0.03%
+2,694
New +$256K
2025 Q3
0 quarters
CVS icon
194
CVS Health
CVS
$118B
$255K 0.03%
3,380
+442
+15% +$30.3K
2025 Q2
1 quarter
WELL icon
195
Welltower
WELL
$169B
$254K 0.03%
1,426
+87
+6% +$14.3K
2025 Q2
1 quarter
GLD icon
196
SPDR Gold Trust
GLD
$142B
$252K 0.03%
+709
New +$226K
2025 Q3
0 quarters
AMP icon
197
Ameriprise Financial
AMP
$44.4B
$251K 0.03%
510
+3
+0.6% +$1.54K
2024 Q3
4 quarters
SPGI icon
198
S&P Global
SPGI
$125B
$243K 0.03%
499
+4
+0.8% +$2.14K
2024 Q3
4 quarters
MCK icon
199
McKesson
MCK
$116B
$243K 0.03%
314
+3
+1% +$2.11K
2025 Q2
1 quarter
SO icon
200
Southern Company
SO
$103B
$241K 0.03%
2,539
+100
+4% +$9.34K
2024 Q3
4 quarters
6 7
8
9 10

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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.