Revolve Wealth Partners, LLC Q1 2025 Filing

Filed April 14, 2025

Portfolio Value

$691.4M

Holdings

225

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (225 positions)

StockValue
VTIVANGUARD INDEX FDS
$102.5M
AQLTISHARES TR
$44.8M
IVALEA SERIES TRUST
$35.1M
HYMBSPDR SER TR
$31.0M
TBILRBB FD INC
$24.3M
QMOMEA SERIES TRUST
$22.3M
ITANEA SERIES TRUST
$21.5M
SYLDCAMBRIA ETF TR
$21.0M
TFISPDR SER TR
$19.1M
SCHFSCHWAB STRATEGIC TR
$17.9M
DLNWISDOMTREE TR
$17.4M
SCHZSCHWAB STRATEGIC TR
$17.2M
AAPLAPPLE INC
$16.1M
IQDGWISDOMTREE TR
$14.7M
MUBISHARES TR
$13.5M
SCHGSCHWAB STRATEGIC TR
$12.3M
MSFTMICROSOFT CORP
$10.5M
AVUVAMERICAN CENTY ETF TR
$10.4M
SCHXSCHWAB STRATEGIC TR
$10.4M
IVVISHARES TR
$10.1M
HYDVANECK ETF TRUST
$9.8M
NVDANVIDIA CORPORATION
$8.6M
VEAVANGUARD TAX-MANAGED FDS
$6.6M
PHBINVESCO EXCH TRADED FD TR II
$5.7M
AMZNAMAZON COM INC
$5.4M
METAMETA PLATFORMS INC
$5.2M
VUGVANGUARD INDEX FDS
$5.1M
EFGISHARES TR
$5.0M
AMGNAMGEN INC
$4.8M
TSLATESLA INC
$4.3M
VVISA INC
$4.3M
VOOVANGUARD INDEX FDS
$4.3M
VXUSVANGUARD STAR FDS
$4.1M
SPYSPDR S&P 500 ETF TR
$3.9M
BRK/BBERKSHIRE HATHAWAY INC DEL
$3.5M
JPMJPMORGAN CHASE & CO.
$3.4M
SCHMSCHWAB STRATEGIC TR
$2.9M
IWFISHARES TR
$2.8M
VOVANGUARD INDEX FDS
$2.8M
GOOGLALPHABET INC
$2.6M
IWMISHARES TR
$2.4M
NDQINVESCO QQQ TR
$2.4M
CLCOLGATE PALMOLIVE CO
$2.3M
SCHASCHWAB STRATEGIC TR
$2.3M
DFSIDIMENSIONAL ETF TRUST
$2.3M
EFVISHARES TR
$2.3M
EQIXEQUINIX INC
$2.2M
MDYSPDR S&P MIDCAP 400 ETF TR
$2.1M
SCHDSCHWAB STRATEGIC TR
$2.1M
IJRISHARES TR
$2.1M
IXUSISHARES TR
$2.0M
UNHUNITEDHEALTH GROUP INC
$2.0M
VBVANGUARD INDEX FDS
$2.0M
COMPCOMPASS INC
$2.0M
MAMASTERCARD INCORPORATED
$2.0M
IJHISHARES TR
$1.9M
NULGNUSHARES ETF TR
$1.9M
DSIISHARES TR
$1.8M
NULVNUSHARES ETF TR
$1.8M
GOOGALPHABET INC
$1.7M
ABBVABBVIE INC
$1.6M
VTEBVANGUARD MUN BD FDS
$1.6M
AVGOBROADCOM INC
$1.5M
JNJJOHNSON & JOHNSON
$1.5M
DFCFDIMENSIONAL ETF TRUST
$1.4M
LLYELI LILLY & CO
$1.3M
AVSDAMERICAN CENTY ETF TR
$1.3M
NYFISHARES TR
$1.3M
SHOPSHOPIFY INC
$1.2M
BOXXEA SERIES TRUST
$1.2M
COSTCOSTCO WHSL CORP NEW
$1.2M
DMXFISHARES TR
$1.2M
NUSCNUSHARES ETF TR
$1.2M
VOEVANGUARD INDEX FDS
$1.2M
XOMEXXON MOBIL CORP
$1.1M
PGPROCTER AND GAMBLE CO
$1.1M
ISRGINTUITIVE SURGICAL INC
$1.1M
UBERUBER TECHNOLOGIES INC
$1.0M
NUMGNUSHARES ETF TR
$1.0M
VIGVANGUARD SPECIALIZED FUNDS
$1.0M
BXBLACKSTONE INC
$1.0M
NFLXNETFLIX INC
$999K
AGGISHARES TR
$932K
NUMVNUSHARES ETF TR
$922K
HDHOME DEPOT INC
$912K
IWPISHARES TR
$866K
WMTWALMART INC
$854K
AMDADVANCED MICRO DEVICES INC
$834K
FNDXSCHWAB STRATEGIC TR
$824K
IWSISHARES TR
$811K
ORCLORACLE CORP
$794K
XBILRBB FD INC
$794K
NOWSERVICENOW INC
$735K
SUBISHARES TR
$713K
EFAISHARES TR
$680K
RTXRTX CORPORATION
$673K
VOTVANGUARD INDEX FDS
$659K
MCDMCDONALDS CORP
$643K
DFSVDIMENSIONAL ETF TRUST
$629K
VWOVANGUARD INTL EQUITY INDEX F
$629K
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