Revolve Wealth Partners, LLC
CIK: 0001808992Latest portfolio: $850.7M · Q4 2025
Holdings
228
Total Value
$850.7M
New Positions
10
Closed Positions
14
Top Holdings
View All 228 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 386,330 | $129.5M | 15.23% | -4,703 | |
| 2 | AQLTISHARES TR | 583,284 | $52.2M | 6.13% | +2K | |
| 3 | IVALEA SERIES TRUST | 1,389,492 | $43.7M | 5.14% | -10,001 | |
| 4 | ITANEA SERIES TRUST | 792,783 | $29.4M | 3.45% | -7,015 | |
| 5 | QMOMEA SERIES TRUST | 428,269 | $28.0M | 3.29% | +4K | |
| 6 | SYLDCAMBRIA ETF TR | 386,989 | $26.9M | 3.16% | +5K | |
| 7 | HYMBSPDR SERIES TRUST | 1,062,705 | $26.5M | 3.12% | -45,308 | |
| 8 | SCHFSCHWAB STRATEGIC TR | 1,048,663 | $25.2M | 2.96% | +15K | |
| 9 | TBILRBB FD INC | 485,572 | $24.2M | 2.85% | -25,168 | |
| 10 | TFISPDR SERIES TRUST | 441,931 | $20.2M | 2.37% | +20K | |
| 11 | IQDGWISDOMTREE TR | 466,981 | $19.4M | 2.28% | +8K | |
| 12 | AAPLAPPLE INC | 70,873 | $19.3M | 2.26% | -3,942 | |
| 13 | DLNWISDOMTREE TR | 212,263 | $18.7M | 2.20% | +3K | |
| 14 | SCHZSCHWAB STRATEGIC TR | 789,604 | $18.5M | 2.17% | +36K | |
| 15 | DFCFDIMENSIONAL ETF TRUST | 425,300 | $18.1M | 2.13% | +14K | |
| 16 | MUBISHARES TR | 148,750 | $15.9M | 1.87% | +7K | |
| 17 | HYDVANECK ETF TRUST | 301,236 | $15.4M | 1.81% | -19,368 | |
| 18 | SCHGSCHWAB STRATEGIC TR | 451,937 | $14.7M | 1.73% | +4K | |
| 19 | AVUVAMERICAN CENTY ETF TR | 134,340 | $13.7M | 1.61% | +3K | |
| 20 | NVDANVIDIA CORPORATION | 71,443 | $13.3M | 1.57% | -5,740 | |
| 21 | MSFTMICROSOFT CORP | 26,961 | $13.0M | 1.53% | -1,683 | |
| 22 | IVVISHARES TR | 17,542 | $12.0M | 1.41% | -1,896 | |
| 23 | SCHXSCHWAB STRATEGIC TR | 430,740 | $11.6M | 1.36% | +3K | |
| 24 | VEAVANGUARD TAX-MANAGED FDS | 139,223 | $8.7M | 1.02% | +5K | |
| 25 | VUGVANGUARD INDEX FDS | 15,510 | $7.6M | 0.89% | +421 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.9267133241303832e+91T)
Healthcare0.0% ($4.553172617151572e+53T)
Unknown0.0% ($5.218061573342236e+35T)
Industrials0.0% ($9.286796634754482e+32T)
Consumer Cyclical0.0% ($6.685582715638597e+29T)
Communication Services0.0% ($599355583162977.5T)
Consumer Defensive0.0% ($12661089988.8T)
Utilities0.0% ($389383339.3T)
Energy0.0% ($13696.7T)
Real Estate0.0% ($1.8B)
Basic Materials0.0% ($481.3M)
Filing History
Fund Information
Revolve Wealth Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $850.7M across 228 holdings. The largest position is VANGUARD INDEX FDS (VTI), representing 15.2% of the portfolio. Compared to the previous quarter, the fund opened 10 new positions and closed 14 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.