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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
SPGI icon
201
S&P Global
SPGI
$125B
$248K 0.03%
475
-24
-5% -$11.9K
2024 Q3
5 quarters
PGR icon
202
Progressive
PGR
$124B
$247K 0.03%
1,083
-35
-3% -$7.9K
2024 Q4
4 quarters
AMP icon
203
Ameriprise Financial
AMP
$44.4B
$244K 0.03%
497
-13
-3% -$6.17K
2024 Q3
5 quarters
ANET icon
204
Arista Networks
ANET
$234B
$242K 0.03%
1,848
-81
-4% -$11.2K
2025 Q3
1 quarter
MELI icon
205
Mercado Libre
MELI
$94.1B
$242K 0.03%
120
– –
2024 Q3
5 quarters
GLD icon
206
SPDR Gold Trust
GLD
$142B
$241K 0.03%
609
-100
-14% -$38.2K
2025 Q3
1 quarter
TPR icon
207
Tapestry
TPR
$23.8B
$240K 0.03%
1,882
+63
+3% +$7.2K
2025 Q3
1 quarter
XBIL icon
208
US Treasury 6 Month Bill ETF
XBIL
$764M
$237K 0.03%
4,734
-3,053
-39% -$153K
2024 Q1
7 quarters
RSP icon
209
Invesco S&P 500 Equal Weight ETF
RSP
$98.2B
$235K 0.03%
1,226
-136
-10% -$25.8K
2025 Q2
2 quarters
TRV icon
210
Travelers Companies
TRV
$80.1B
$233K 0.03%
802
-6
-0.7% -$1.69K
2024 Q4
4 quarters
BOXX icon
211
Alpha Architect 1-3 Month Box ETF
BOXX
$14.4B
$233K 0.03%
+2,020
New +$231K
2025 Q4
0 quarters
GM icon
212
General Motors
GM
$73.4B
$231K 0.03%
2,844
-828
-23% -$58.4K
2025 Q3
1 quarter
BKNG icon
213
Booking.com
BKNG
$125B
$225K 0.03%
1,050
+75
+8% +$15.4K
2024 Q4
4 quarters
WM icon
214
Waste Management
WM
$89.6B
$217K 0.03%
987
+14
+1% +$2.98K
2025 Q1
3 quarters
VEEV icon
215
Veeva Systems
VEEV
$50.7B
$210K 0.02%
940
+11
+1% +$2.92K
2025 Q1
3 quarters
IJJ icon
216
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.53B
$210K 0.02%
1,594
-27
-2% -$3.52K
2025 Q2
2 quarters
ESGD icon
217
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.9B
$209K 0.02%
2,198
-35
-2% -$3.3K
2025 Q2
2 quarters
IJK icon
218
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.5B
$208K 0.02%
2,150
-28
-1% -$2.7K
2025 Q2
2 quarters
XLK icon
219
State Street Technology Select Sector SPDR ETF
XLK
$125B
$206K 0.02%
1,432
– –
2025 Q3
1 quarter
HIG icon
220
Hartford Financial Services
HIG
$36B
$205K 0.02%
+1,491
New +$197K
2025 Q4
0 quarters
VXF icon
221
Vanguard Extended Market ETF
VXF
$30.1B
$202K 0.02%
+966
New +$203K
2025 Q4
0 quarters
UNP icon
222
Union Pacific
UNP
$172B
$202K 0.02%
871
-15
-2% -$3.42K
2025 Q3
1 quarter
SO icon
223
Southern Company
SO
$103B
$201K 0.02%
2,305
-234
-9% -$21.4K
2024 Q3
5 quarters
MMM icon
224
3M
MMM
$85.3B
$201K 0.02%
+1,255
New +$205K
2025 Q4
0 quarters
SCHW icon
225
Charles Schwab
SCHW
$163B
$201K 0.02%
2,009
-685
-25% -$65K
2025 Q3
1 quarter
6 7 8
9
10

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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.