Revolve Wealth Partners, LLC Q1 2025 Filing
Filed April 14, 2025
Portfolio Value
$691.4B
Holdings
225
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (225 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 372,886 | $102.5B | 14.82% | |
| 2 | AQLTISHARES TR | 592,187 | $44.8B | 6.48% | |
| 3 | IVALEA SERIES TRUST | 1,373,167 | $35.1B | 5.07% | |
| 4 | HYMBSPDR SER TR | 1,227,999 | $31.0B | 4.48% | |
| 5 | TBILRBB FD INC | 486,312 | $24.3B | 3.52% | |
| 6 | QMOMEA SERIES TRUST | 376,198 | $22.3B | 3.23% | |
| 7 | ITANEA SERIES TRUST | 722,212 | $21.5B | 3.11% | |
| 8 | SYLDCAMBRIA ETF TR | 329,745 | $21.0B | 3.04% | |
| 9 | TFISPDR SER TR | 424,019 | $19.1B | 2.76% | |
| 10 | SCHFSCHWAB STRATEGIC TR | 903,329 | $17.9B | 2.58% | |
| 11 | DLNWISDOMTREE TR | 219,598 | $17.4B | 2.52% | |
| 12 | SCHZSCHWAB STRATEGIC TR | 742,926 | $17.2B | 2.49% | |
| 13 | AAPLAPPLE INC | 72,496 | $16.1B | 2.33% | |
| 14 | IQDGWISDOMTREE TR | 411,688 | $14.7B | 2.12% | |
| 15 | MUBISHARES TR | 128,290 | $13.5B | 1.96% | |
| 16 | SCHGSCHWAB STRATEGIC TR | 489,573 | $12.3B | 1.77% | |
| 17 | MSFTMICROSOFT CORP | 27,917 | $10.5B | 1.52% | |
| 18 | AVUVAMERICAN CENTY ETF TR | 119,505 | $10.4B | 1.51% | |
| 19 | SCHXSCHWAB STRATEGIC TR | 471,280 | $10.4B | 1.51% | |
| 20 | IVVISHARES TR | 17,898 | $10.1B | 1.45% | |
| 21 | HYDVANECK ETF TRUST | 191,556 | $9.8B | 1.42% | |
| 22 | NVDANVIDIA CORPORATION | 79,546 | $8.6B | 1.25% | |
| 23 | VEAVANGUARD TAX-MANAGED FDS | 129,247 | $6.6B | 0.95% | |
| 24 | PHBINVESCO EXCH TRADED FD TR II | 313,567 | $5.7B | 0.82% | |
| 25 | AMZNAMAZON COM INC | 28,207 | $5.4B | 0.78% | |
| 26 | METAMETA PLATFORMS INC | 8,977 | $5.2B | 0.75% | |
| 27 | VUGVANGUARD INDEX FDS | 13,819 | $5.1B | 0.74% | |
| 28 | EFGISHARES TR | 50,224 | $5.0B | 0.73% | |
| 29 | AMGNAMGEN INC | 15,497 | $4.8B | 0.70% | |
| 30 | TSLATESLA INC | 16,670 | $4.3B | 0.62% | |
| 31 | VVISA INC | 12,172 | $4.3B | 0.62% | |
| 32 | VOOVANGUARD INDEX FDS | 8,295 | $4.3B | 0.62% | |
| 33 | VXUSVANGUARD STAR FDS | 66,088 | $4.1B | 0.59% | |
| 34 | SPYSPDR S&P 500 ETF TR | 7,030 | $3.9B | 0.57% | |
| 35 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,552 | $3.5B | 0.50% | |
| 36 | JPMJPMORGAN CHASE & CO. | 13,897 | $3.4B | 0.49% | |
| 37 | SCHMSCHWAB STRATEGIC TR | 110,817 | $2.9B | 0.42% | |
| 38 | IWFISHARES TR | 7,742 | $2.8B | 0.40% | |
| 39 | VOVANGUARD INDEX FDS | 10,775 | $2.8B | 0.40% | |
| 40 | GOOGLALPHABET INC | 16,663 | $2.6B | 0.37% | |
| 41 | IWMISHARES TR | 12,073 | $2.4B | 0.35% | |
| 42 | NDQINVESCO QQQ TR | 5,054 | $2.4B | 0.34% | |
| 43 | CLCOLGATE PALMOLIVE CO | 24,968 | $2.3B | 0.34% | |
| 44 | SCHASCHWAB STRATEGIC TR | 98,477 | $2.3B | 0.33% | |
| 45 | DFSIDIMENSIONAL ETF TRUST | 65,891 | $2.3B | 0.33% | |
| 46 | EFVISHARES TR | 38,783 | $2.3B | 0.33% | |
| 47 | EQIXEQUINIX INC | 2,647 | $2.2B | 0.31% | |
| 48 | MDYSPDR S&P MIDCAP 400 ETF TR | 4,018 | $2.1B | 0.31% | |
| 49 | SCHDSCHWAB STRATEGIC TR | 76,657 | $2.1B | 0.31% | |
| 50 | IJRISHARES TR | 19,984 | $2.1B | 0.30% | |
| 51 | IXUSISHARES TR | 29,163 | $2.0B | 0.29% | |
| 52 | UNHUNITEDHEALTH GROUP INC | 3,834 | $2.0B | 0.29% | |
| 53 | VBVANGUARD INDEX FDS | 9,024 | $2.0B | 0.29% | |
| 54 | COMPCOMPASS INC | 228,754 | $2.0B | 0.29% | |
| 55 | MAMASTERCARD INCORPORATED | 3,603 | $2.0B | 0.29% | |
| 56 | IJHISHARES TR | 32,545 | $1.9B | 0.27% | |
| 57 | NULGNUSHARES ETF TR | 24,081 | $1.9B | 0.27% | |
| 58 | DSIISHARES TR | 17,313 | $1.8B | 0.26% | |
| 59 | NULVNUSHARES ETF TR | 43,693 | $1.8B | 0.26% | |
| 60 | GOOGALPHABET INC | 10,753 | $1.7B | 0.24% | |
| 61 | ABBVABBVIE INC | 7,548 | $1.6B | 0.23% | |
| 62 | VTEBVANGUARD MUN BD FDS | 31,669 | $1.6B | 0.23% | |
| 63 | AVGOBROADCOM INC | 9,084 | $1.5B | 0.22% | |
| 64 | JNJJOHNSON & JOHNSON | 8,909 | $1.5B | 0.21% | |
| 65 | DFCFDIMENSIONAL ETF TRUST | 32,745 | $1.4B | 0.20% | |
| 66 | LLYELI LILLY & CO | 1,614 | $1.3B | 0.19% | |
| 67 | AVSDAMERICAN CENTY ETF TR | 21,868 | $1.3B | 0.19% | |
| 68 | NYFISHARES TR | 24,803 | $1.3B | 0.19% | |
| 69 | SHOPSHOPIFY INC | 13,027 | $1.2B | 0.18% | |
| 70 | BOXXEA SERIES TRUST | 11,090 | $1.2B | 0.18% | |
| 71 | COSTCOSTCO WHSL CORP NEW | 1,270 | $1.2B | 0.17% | |
| 72 | DMXFISHARES TR | 17,449 | $1.2B | 0.17% | |
| 73 | NUSCNUSHARES ETF TR | 30,424 | $1.2B | 0.17% | |
| 74 | VOEVANGUARD INDEX FDS | 7,250 | $1.2B | 0.17% | |
| 75 | XOMEXXON MOBIL CORP | 9,406 | $1.1B | 0.16% | |
| 76 | PGPROCTER AND GAMBLE CO | 6,547 | $1.1B | 0.16% | |
| 77 | ISRGINTUITIVE SURGICAL INC | 2,134 | $1.1B | 0.15% | |
| 78 | UBERUBER TECHNOLOGIES INC | 14,391 | $1.0B | 0.15% | |
| 79 | NUMGNUSHARES ETF TR | 23,735 | $1.0B | 0.15% | |
| 80 | VIGVANGUARD SPECIALIZED FUNDS | 5,203 | $1.0B | 0.15% | |
| 81 | BXBLACKSTONE INC | 7,216 | $1.0B | 0.15% | |
| 82 | NFLXNETFLIX INC | 1,071 | $998.7M | 0.14% | |
| 83 | AGGISHARES TR | 9,419 | $931.7M | 0.13% | |
| 84 | NUMVNUSHARES ETF TR | 26,940 | $921.6M | 0.13% | |
| 85 | HDHOME DEPOT INC | 2,489 | $912.1M | 0.13% | |
| 86 | IWPISHARES TR | 7,370 | $865.9M | 0.13% | |
| 87 | WMTWALMART INC | 9,727 | $854.0M | 0.12% | |
| 88 | AMDADVANCED MICRO DEVICES INC | 8,113 | $833.5M | 0.12% | |
| 89 | FNDXSCHWAB STRATEGIC TR | 34,911 | $824.2M | 0.12% | |
| 90 | IWSISHARES TR | 6,440 | $811.2M | 0.12% | |
| 91 | ORCLORACLE CORP | 5,679 | $794.0M | 0.11% | |
| 92 | XBILRBB FD INC | 15,823 | $793.8M | 0.11% | |
| 93 | NOWSERVICENOW INC | 923 | $734.8M | 0.11% | |
| 94 | SUBISHARES TR | 6,756 | $713.4M | 0.10% | |
| 95 | EFAISHARES TR | 8,322 | $680.2M | 0.10% | |
| 96 | RTXRTX CORPORATION | 5,082 | $673.2M | 0.10% | |
| 97 | VOTVANGUARD INDEX FDS | 2,696 | $659.5M | 0.10% | |
| 98 | MCDMCDONALDS CORP | 2,060 | $643.5M | 0.09% | |
| 99 | DFSVDIMENSIONAL ETF TRUST | 22,360 | $629.4M | 0.09% | |
| 100 | VWOVANGUARD INTL EQUITY INDEX F | 13,900 | $629.1M | 0.09% |
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