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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
PINS icon
201
Pinterest
PINS
$12.9B
$241K 0.03%
7,478
+48
+0.6% +$1.74K
2024 Q4
3 quarters
C icon
202
Citigroup
C
$207B
$240K 0.03%
+2,363
New +$224K
2025 Q3
0 quarters
BND icon
203
Vanguard Total Bond Market
BND
$163B
$237K 0.03%
3,188
-114
-3% -$8.39K
2024 Q3
4 quarters
KLAC icon
204
KLA
KLAC
$228B
$236K 0.03%
+2,190
New +$204K
2025 Q3
0 quarters
CB icon
205
Chubb
CB
$136B
$227K 0.03%
804
-7
-0.9% -$1.93K
2024 Q4
3 quarters
CMCSA icon
206
Comcast
CMCSA
$77.3B
$227K 0.03%
7,217
-905
-11% -$30.3K
2022 Q4
11 quarters
TRV icon
207
Travelers Companies
TRV
$80.1B
$226K 0.03%
808
-54
-6% -$14.5K
2024 Q4
3 quarters
GM icon
208
General Motors
GM
$73.4B
$224K 0.03%
+3,672
New +$205K
2025 Q3
0 quarters
KR icon
209
Kroger
KR
$37B
$223K 0.03%
3,312
+410
+14% +$28.5K
2025 Q2
1 quarter
HUM icon
210
Humana
HUM
$51.9B
$222K 0.03%
853
+33
+4% +$8.68K
2024 Q4
3 quarters
MO icon
211
Altria Group
MO
$123B
$220K 0.03%
+3,337
New +$211K
2025 Q3
0 quarters
OBIL icon
212
US Treasury 12 Month Bill ETF
OBIL
$327M
$218K 0.03%
4,336
-3,400
-44% -$170K
2024 Q3
4 quarters
WM icon
213
Waste Management
WM
$89.6B
$215K 0.03%
973
– –
2025 Q1
2 quarters
NOC icon
214
Northrop Grumman
NOC
$71B
$211K 0.03%
+346
New +$196K
2025 Q3
0 quarters
BKNG icon
215
Booking.com
BKNG
$125B
$211K 0.03%
975
-150
-13% -$33.5K
2024 Q4
3 quarters
ZBRA icon
216
Zebra Technologies
ZBRA
$17.9B
$210K 0.03%
708
-3
-0.4% -$958
2024 Q1
6 quarters
IJJ icon
217
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.53B
$210K 0.03%
1,621
-16
-1% -$2.05K
2025 Q2
1 quarter
TMUS icon
218
T-Mobile US
TMUS
$168B
$210K 0.03%
878
+12
+1% +$2.9K
2025 Q1
2 quarters
TSCO icon
219
Tractor Supply
TSCO
$17.4B
$210K 0.03%
+3,691
New +$217K
2025 Q3
0 quarters
UNP icon
220
Union Pacific
UNP
$172B
$209K 0.03%
+886
New +$200K
2025 Q3
0 quarters
IJK icon
221
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.5B
$209K 0.03%
2,178
-37
-2% -$3.49K
2025 Q2
1 quarter
ESGD icon
222
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.9B
$208K 0.02%
2,233
-37
-2% -$3.35K
2025 Q2
1 quarter
BSX icon
223
Boston Scientific
BSX
$64B
$208K 0.02%
2,126
-386
-15% -$40K
2025 Q1
2 quarters
TPR icon
224
Tapestry
TPR
$23.8B
$206K 0.02%
+1,819
New +$190K
2025 Q3
0 quarters
AIG icon
225
American International
AIG
$41.4B
$204K 0.02%
+2,596
New +$207K
2025 Q3
0 quarters
6 7 8
9
10

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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.