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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
AMAT icon
176
Applied Materials
AMAT
$331B
$332K 0.04%
1,291
+29
+2% +$6.95K
2025 Q2
2 quarters
BLK icon
177
Blackrock
BLK
$175B
$330K 0.04%
308
-9
-3% -$9.84K
2025 Q2
2 quarters
GD icon
178
General Dynamics
GD
$92.5B
$329K 0.04%
978
+31
+3% +$10.6K
2023 Q4
8 quarters
XSOE icon
179
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.96B
$325K 0.04%
8,331
-5,434
-39% -$210K
2022 Q1
15 quarters
IWR icon
180
iShares Russell Mid-Cap ETF
IWR
$56.2B
$323K 0.04%
3,360
-3,857
-53% -$371K
2024 Q4
4 quarters
PEG icon
181
Public Service Enterprise Group
PEG
$35.6B
$313K 0.04%
3,897
+27
+0.7% +$2.2K
2025 Q1
3 quarters
AVLV icon
182
Avantis US Large Cap Value ETF
AVLV
$22B
$311K 0.04%
+4,111
New +$302K
2025 Q4
0 quarters
IAU icon
183
iShares Gold Trust
IAU
$61.7B
$309K 0.04%
3,810
– –
2025 Q1
3 quarters
ETN icon
184
Eaton
ETN
$153B
$305K 0.04%
958
-33
-3% -$11.7K
2024 Q1
7 quarters
EMR icon
185
Emerson Electric
EMR
$89.4B
$305K 0.04%
2,299
-9
-0.4% -$1.19K
2024 Q1
7 quarters
PH icon
186
Parker-Hannifin
PH
$122B
$305K 0.04%
347
-2
-0.6% -$1.64K
2025 Q1
3 quarters
C icon
187
Citigroup
C
$208B
$290K 0.03%
2,482
+119
+5% +$12.4K
2025 Q3
1 quarter
BNY icon
188
Bank of New York Mellon
BNY
$96.8B
$282K 0.03%
2,428
+10
+0.4% +$1.11K
2024 Q4
4 quarters
LOW icon
189
Lowe's Companies
LOW
$111B
$278K 0.03%
1,152
-12
-1% -$2.88K
2024 Q3
5 quarters
DIA icon
190
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.1B
$274K 0.03%
570
+2
+0.4% +$946
2023 Q4
8 quarters
BA icon
191
Boeing
BA
$149B
$273K 0.03%
1,259
+11
+0.9% +$2.26K
2024 Q4
4 quarters
BNDX icon
192
Vanguard Total International Bond ETF
BNDX
$83.4B
$273K 0.03%
5,643
+20
+0.4% +$988
2021 Q4
16 quarters
CB icon
193
Chubb
CB
$137B
$266K 0.03%
853
+49
+6% +$14.3K
2024 Q4
4 quarters
HUM icon
194
Humana
HUM
$50B
$266K 0.03%
1,037
+184
+22% +$48.2K
2024 Q4
4 quarters
WELL icon
195
Welltower
WELL
$169B
$265K 0.03%
1,430
+4
+0.3% +$747
2025 Q2
2 quarters
KLAC icon
196
KLA
KLAC
$221B
$265K 0.03%
2,180
-10
-0.5% -$1.17K
2025 Q3
1 quarter
CVS icon
197
CVS Health
CVS
$118B
$254K 0.03%
3,195
-185
-5% -$14.6K
2025 Q2
2 quarters
CMCSA icon
198
Comcast
CMCSA
$78.6B
$253K 0.03%
8,479
+1,262
+17% +$36K
2022 Q4
12 quarters
MCK icon
199
McKesson
MCK
$117B
$251K 0.03%
306
-8
-3% -$6.53K
2025 Q2
2 quarters
IWB icon
200
iShares Russell 1000 ETF
IWB
$48.8B
$249K 0.03%
668
-246
-27% -$91.1K
2024 Q1
7 quarters
6 7
8
9 10

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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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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.