Revolve Wealth Partners, LLC
CIK: 0001808992SEC EDGAR →
Portfolio Value
$850.7M
Holdings
228
As of
Q4 2025
New Positions
20
Closed Positions
14
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 386,330 | $129.5M | 15.23% |
| 2 | ISHARES TR | 583,284 | $52.2M | 6.13% |
| 3 | EA SERIES TRUST | 1,389,492 | $43.7M | 5.14% |
| 4 | EA SERIES TRUST | 792,783 | $29.4M | 3.45% |
| 5 | EA SERIES TRUST | 428,269 | $28.0M | 3.29% |
| 6 | CAMBRIA ETF TR | 386,989 | $26.9M | 3.16% |
| 7 | SPDR SERIES TRUST | 1,062,705 | $26.5M | 3.12% |
| 8 | SCHWAB STRATEGIC TR | 1,048,663 | $25.2M | 2.96% |
| 9 | RBB FD INC | 485,572 | $24.2M | 2.85% |
| 10 | SPDR SERIES TRUST | 441,931 | $20.2M | 2.37% |
Quarterly Changes
New Positions (10)
Closed Positions (14)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 113 | $641.9M | 75.5% |
| Technology | 29 | $69.9M | 8.2% |
| Unknown | 13 | $68.6M | 8.1% |
| Consumer Cyclical | 12 | $18.2M | 2.1% |
| Communication Services | 7 | $16.9M | 2.0% |
| Healthcare | 19 | $16.9M | 2.0% |
| Industrials | 14 | $5.7M | 0.7% |
| Consumer Defensive | 6 | $5.1M | 0.6% |
| Energy | 5 | $2.5M | 0.3% |
| Real Estate | 2 | $2.1M | 0.2% |
| Utilities | 6 | $2.0M | 0.2% |
| Basic Materials | 2 | $817K | 0.1% |