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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
AMAT icon
176
Applied Materials
AMAT
$366B
$332K 0.04%
1,291
+29
+2% +$6.95K
BLK icon
177
Blackrock
BLK
$180B
$330K 0.04%
308
-9
-3% -$9.84K
GD icon
178
General Dynamics
GD
$103B
$329K 0.04%
978
+31
+3% +$10.6K
XSOE icon
179
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.13B
$325K 0.04%
8,331
-5,434
-39% -$210K
IWR icon
180
iShares Russell Mid-Cap ETF
IWR
$57.1B
$323K 0.04%
3,360
-3,857
-53% -$371K
PEG icon
181
Public Service Enterprise Group
PEG
$36.5B
$313K 0.04%
3,897
+27
+0.7% +$2.2K
AVLV icon
182
Avantis US Large Cap Value ETF
AVLV
$19B
$311K 0.04%
+4,111
New +$302K
IAU icon
183
iShares Gold Trust
IAU
$66.1B
$309K 0.04%
3,810
– –
ETN icon
184
Eaton
ETN
$156B
$305K 0.04%
958
-33
-3% -$11.7K
EMR icon
185
Emerson Electric
EMR
$86.6B
$305K 0.04%
2,299
-9
-0.4% -$1.19K
PH icon
186
Parker-Hannifin
PH
$125B
$305K 0.04%
347
-2
-0.6% -$1.64K
C icon
187
Citigroup
C
$223B
$290K 0.03%
2,482
+119
+5% +$12.4K
BNY
188
Bank of New York Mellon
BNY
$110B
$282K 0.03%
2,428
+10
+0.4% +$1.11K
LOW icon
189
Lowe's Companies
LOW
$117B
$278K 0.03%
1,152
-12
-1% -$2.88K
DIA icon
190
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46B
$274K 0.03%
570
+2
+0.4% +$946
BA icon
191
Boeing
BA
$166B
$273K 0.03%
1,259
+11
+0.9% +$2.26K
BNDX icon
192
Vanguard Total International Bond ETF
BNDX
$82.5B
$273K 0.03%
5,643
+20
+0.4% +$988
CB icon
193
Chubb
CB
$131B
$266K 0.03%
853
+49
+6% +$14.3K
HUM icon
194
Humana
HUM
$46.3B
$266K 0.03%
1,037
+184
+22% +$48.2K
WELL icon
195
Welltower
WELL
$172B
$265K 0.03%
1,430
+4
+0.3% +$747
KLAC icon
196
KLA
KLAC
$229B
$265K 0.03%
2,180
-10
-0.5% -$1.17K
CVS icon
197
CVS Health
CVS
$119B
$254K 0.03%
3,195
-185
-5% -$14.6K
CMCSA icon
198
Comcast
CMCSA
$96B
$253K 0.03%
8,479
+1,262
+17% +$36K
MCK icon
199
McKesson
MCK
$104B
$251K 0.03%
306
-8
-3% -$6.53K
IWB icon
200
iShares Russell 1000 ETF
IWB
$49.1B
$249K 0.03%
668
-246
-27% -$91.1K
6 7
8
9 10

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.