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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
SPGI icon
201
S&P Global
SPGI
$131B
$248K 0.03%
475
-24
-5% -$11.9K
PGR icon
202
Progressive
PGR
$127B
$247K 0.03%
1,083
-35
-3% -$7.9K
AMP icon
203
Ameriprise Financial
AMP
$49.4B
$244K 0.03%
497
-13
-3% -$6.17K
ANET icon
204
Arista Networks
ANET
$246B
$242K 0.03%
1,848
-81
-4% -$11.2K
MELI icon
205
Mercado Libre
MELI
$99.7B
$242K 0.03%
120
– –
GLD icon
206
SPDR Gold Trust
GLD
$149B
$241K 0.03%
609
-100
-14% -$38.2K
TPR icon
207
Tapestry
TPR
$25B
$240K 0.03%
1,882
+63
+3% +$7.2K
XBIL icon
208
US Treasury 6 Month Bill ETF
XBIL
$745M
$237K 0.03%
4,734
-3,053
-39% -$153K
RSP icon
209
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$235K 0.03%
1,226
-136
-10% -$25.8K
TRV icon
210
Travelers Companies
TRV
$77.2B
$233K 0.03%
802
-6
-0.7% -$1.69K
BOXX icon
211
Alpha Architect 1-3 Month Box ETF
BOXX
$14B
$233K 0.03%
+2,020
New +$231K
GM icon
212
General Motors
GM
$75.7B
$231K 0.03%
2,844
-828
-23% -$58.4K
BKNG icon
213
Booking.com
BKNG
$155B
$225K 0.03%
1,050
+75
+8% +$15.4K
WM icon
214
Waste Management
WM
$87.8B
$217K 0.03%
987
+14
+1% +$2.98K
VEEV icon
215
Veeva Systems
VEEV
$44.8B
$210K 0.02%
940
+11
+1% +$2.92K
IJJ icon
216
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.83B
$210K 0.02%
1,594
-27
-2% -$3.52K
ESGD icon
217
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.2B
$209K 0.02%
2,198
-35
-2% -$3.3K
IJK icon
218
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$208K 0.02%
2,150
-28
-1% -$2.7K
XLK icon
219
State Street Technology Select Sector SPDR ETF
XLK
$121B
$206K 0.02%
1,432
– –
HIG icon
220
Hartford Financial Services
HIG
$37.5B
$205K 0.02%
+1,491
New +$197K
VXF icon
221
Vanguard Extended Market ETF
VXF
$31.3B
$202K 0.02%
+966
New +$203K
UNP icon
222
Union Pacific
UNP
$183B
$202K 0.02%
871
-15
-2% -$3.42K
SO icon
223
Southern Company
SO
$102B
$201K 0.02%
2,305
-234
-9% -$21.4K
MMM icon
224
3M
MMM
$89.9B
$201K 0.02%
+1,255
New +$205K
SCHW
225
Charles Schwab
SCHW
$191B
$201K 0.02%
2,009
-685
-25% -$65K
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
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LSA
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LAM
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SWM
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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.