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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
Avg Time Held
9.6 quarters
Top 10 Avg Time Held
9.8 quarters
Top 20 Avg Time Held
11.3 quarters

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
VTI icon
1
Vanguard Morningstar Total Stock Market ETF
VTI
$702B
$130M 15.23%
386,330
-4,703
-1% -$1.56M
2021 Q4
16 quarters
IEFA icon
2
iShares Core MSCI EAFE ETF
IEFA
$190B
$52.2M 6.13%
583,284
+2,462
+0.4% +$218K
2021 Q4
16 quarters
IVAL icon
3
Alpha Architect International Quantitative Value ETF
IVAL
$222M
$43.7M 5.14%
1,389,492
-10,001
-0.7% -$306K
2021 Q4
16 quarters
ITAN icon
4
Sparkline Intangible Value ETF
ITAN
$119M
$29.4M 3.45%
792,783
-7,015
-0.9% -$252K
2022 Q4
12 quarters
QMOM icon
5
Alpha Architect US Quantitative Momentum ETF
QMOM
$435M
$28M 3.29%
428,269
+3,914
+0.9% +$255K
2022 Q4
12 quarters
SYLD icon
6
Cambria Shareholder Yield ETF
SYLD
$985M
$26.9M 3.16%
386,989
+5,088
+1% +$349K
2022 Q4
12 quarters
HYMB icon
7
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.68B
$26.5M 3.12%
1,062,705
-45,308
-4% -$1.14M
2021 Q4
16 quarters
SCHF icon
8
Schwab International Equity ETF
SCHF
$67.2B
$25.2M 2.96%
1,048,663
+14,803
+1% +$352K
2021 Q4
16 quarters
TBIL icon
9
F/m US Treasury 3 Month Bill Fund
TBIL
$7.51B
$24.2M 2.85%
485,572
-25,168
-5% -$1.26M
2023 Q4
8 quarters
TFI icon
10
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$2.87B
$20.2M 2.37%
441,931
+20,493
+5% +$937K
2021 Q4
16 quarters
IQDG icon
11
WisdomTree International Quality Dividend Growth Fund
IQDG
$681M
$19.4M 2.28%
466,981
+7,517
+2% +$303K
2022 Q2
14 quarters
AAPL icon
12
Apple
AAPL
$5.02T
$19.3M 2.26%
70,873
-3,942
-5% -$1.06M
2021 Q4
16 quarters
DLN icon
13
WisdomTree US LargeCap Dividend Fund
DLN
$6.29B
$18.7M 2.2%
212,263
+3,434
+2% +$300K
2021 Q4
16 quarters
SCHZ icon
14
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$18.5M 2.17%
789,604
+36,480
+5% +$857K
2021 Q4
16 quarters
DFCF icon
15
Dimensional Core Fixed Income ETF
DFCF
$11.4B
$18.1M 2.13%
425,300
+14,055
+3% +$602K
2025 Q1
3 quarters
MUB icon
16
iShares National Muni Bond ETF
MUB
$48.8B
$15.9M 1.87%
148,750
+6,555
+5% +$702K
2021 Q4
16 quarters
HYD icon
17
VanEck High Yield Muni ETF
HYD
$4.02B
$15.4M 1.81%
301,236
-19,368
-6% -$987K
2021 Q4
16 quarters
SCHG icon
18
Schwab US Large-Cap Growth ETF
SCHG
$65.2B
$14.7M 1.73%
451,937
+3,563
+0.8% +$116K
2021 Q4
16 quarters
AVUV icon
19
Avantis US Small Cap Value ETF
AVUV
$30.8B
$13.7M 1.61%
134,340
+3,462
+3% +$346K
2022 Q4
12 quarters
NVDA icon
20
NVIDIA
NVDA
$5.48T
$13.3M 1.57%
71,443
-5,740
-7% -$1.07M
2021 Q4
16 quarters
MSFT icon
21
Microsoft
MSFT
$4.05T
$13M 1.53%
26,961
-1,683
-6% -$843K
2021 Q4
16 quarters
IVV icon
22
iShares Core S&P 500 ETF
IVV
$896B
$12M 1.41%
17,542
-1,896
-10% -$1.29M
2021 Q4
16 quarters
SCHX icon
23
Schwab US Large- Cap ETF
SCHX
$75.2B
$11.6M 1.36%
430,740
+2,513
+0.6% +$67.1K
2021 Q4
16 quarters
VEA icon
24
Vanguard FTSE Developed Markets ETF
VEA
$229B
$8.7M 1.02%
139,223
+5,274
+4% +$323K
2021 Q4
16 quarters
VUG icon
25
Vanguard Morningstar Growth ETF
VUG
$237B
$7.57M 0.89%
93,060
+2,526
+3% +$205K
2021 Q4
16 quarters
1
2 3 4 5

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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.