Revolve Wealth Partners, LLC Q4 2025 Filing

Filed January 20, 2026

Portfolio Value

$850.7M

Holdings

228

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (228 positions)

#StockSharesValue% PortfolioType
1
VTIVANGUARD INDEX FDS
386,330$129.5M15.23%
2
AQLTISHARES TR
583,284$52.2M6.13%
3
IVALEA SERIES TRUST
1,389,492$43.7M5.14%
4
ITANEA SERIES TRUST
792,783$29.4M3.45%
5
QMOMEA SERIES TRUST
428,269$28.0M3.29%
6
SYLDCAMBRIA ETF TR
386,989$26.9M3.16%
7
HYMBSPDR SERIES TRUST
1,062,705$26.5M3.12%
8
SCHFSCHWAB STRATEGIC TR
1,048,663$25.2M2.96%
9
TBILRBB FD INC
485,572$24.2M2.85%
10
TFISPDR SERIES TRUST
441,931$20.2M2.37%
11
IQDGWISDOMTREE TR
466,981$19.4M2.28%
12
AAPLAPPLE INC
70,873$19.3M2.26%
13
DLNWISDOMTREE TR
212,263$18.7M2.20%
14
SCHZSCHWAB STRATEGIC TR
789,604$18.5M2.17%
15
DFCFDIMENSIONAL ETF TRUST
425,300$18.1M2.13%
16
MUBISHARES TR
148,750$15.9M1.87%
17
HYDVANECK ETF TRUST
301,236$15.4M1.81%
18
SCHGSCHWAB STRATEGIC TR
451,937$14.7M1.73%
19
AVUVAMERICAN CENTY ETF TR
134,340$13.7M1.61%
20
NVDANVIDIA CORPORATION
71,443$13.3M1.57%
21
MSFTMICROSOFT CORP
26,961$13.0M1.53%
22
IVVISHARES TR
17,542$12.0M1.41%
23
SCHXSCHWAB STRATEGIC TR
430,740$11.6M1.36%
24
VEAVANGUARD TAX-MANAGED FDS
139,223$8.7M1.02%
25
VUGVANGUARD INDEX FDS
15,510$7.6M0.89%
26
TSLATESLA INC
14,866$6.7M0.79%
27
PHBINVESCO EXCH TRADED FD TR II
331,072$6.2M0.72%
28
METAMETA PLATFORMS INC
9,080$6.0M0.70%
29
AMZNAMAZON COM INC
25,247$5.8M0.68%
30
EFGISHARES TR
51,102$5.8M0.68%
31
GOOGLALPHABET INC
17,757$5.6M0.65%
32
VXUSVANGUARD STAR FDS
63,702$4.8M0.56%
33
SPYSPDR S&P 500 ETF TR
6,782$4.6M0.54%
34
AMGNAMGEN INC
13,911$4.6M0.54%
35
JPMJPMORGAN CHASE & CO.
14,123$4.5M0.53%
36
VOOVANGUARD INDEX FDS
6,572$4.1M0.48%
37
VVISA INC
11,734$4.1M0.48%
38
BRK/BBERKSHIRE HATHAWAY INC DEL
6,651$3.3M0.39%
39
AVGOBROADCOM INC
9,616$3.3M0.39%
40
SCHMSCHWAB STRATEGIC TR
106,531$3.2M0.38%
41
GOOGALPHABET INC
10,079$3.2M0.37%
42
VOVANGUARD INDEX FDS
10,553$3.1M0.36%
43
BITWBITWISE 10 CRYPTO INDEX ETF
48,253$2.8M0.33%
44
DFSIDIMENSIONAL ETF TRUST
66,032$2.8M0.33%
45
EFVISHARES TR
37,164$2.7M0.31%
46
AAEQEA SERIES TRUST
53,012$2.6M0.31%
47
SCHDSCHWAB STRATEGIC TR
94,945$2.6M0.31%
48
SCHASCHWAB STRATEGIC TR
89,210$2.5M0.30%
49
IWFISHARES TR
5,306$2.5M0.30%
50
IWMISHARES TR
10,089$2.5M0.29%
51
IXUSISHARES TR
28,970$2.5M0.29%
52
COMPCOMPASS INC
228,942$2.4M0.28%
53
NDQINVESCO QQQ TR
3,841$2.4M0.28%
54
NULGNUSHARES ETF TR
24,048$2.4M0.28%
55
IJRISHARES TR
19,310$2.3M0.27%
56
DSIISHARES TR
17,983$2.3M0.27%
57
MDYSPDR S&P MIDCAP 400 ETF TR
3,785$2.3M0.27%
58
VBVANGUARD INDEX FDS
8,396$2.2M0.25%
59
AAUSEA SERIES TRUST
38,206$2.1M0.25%
60
NULVNUSHARES ETF TR
45,681$2.1M0.24%
61
IJHISHARES TR
30,537$2.0M0.24%
62
MAMASTERCARD INCORPORATED
3,422$2.0M0.23%
63
AVUSAMERICAN CENTY ETF TR
16,420$1.8M0.22%
64
EQIXEQUINIX INC
2,396$1.8M0.22%
65
ABBVABBVIE INC
7,554$1.7M0.20%
66
LLYELI LILLY & CO
1,596$1.7M0.20%
67
AMDADVANCED MICRO DEVICES INC
7,864$1.7M0.20%
68
AVSDAMERICAN CENTY ETF TR
21,586$1.6M0.19%
69
NYFISHARES TR
29,545$1.6M0.19%
70
JNJJOHNSON & JOHNSON
7,597$1.6M0.18%
71
TOLTOLL BROTHERS INC
11,562$1.6M0.18%
72
NUSCNUSHARES ETF TR
32,613$1.5M0.17%
73
VOEVANGUARD INDEX FDS
8,052$1.4M0.17%
74
DMXFISHARES TR
18,242$1.4M0.16%
75
XOMEXXON MOBIL CORP
11,377$1.4M0.16%
76
VTEBVANGUARD MUN BD FDS
25,875$1.3M0.15%
77
APHAMPHENOL CORP NEW
9,423$1.3M0.15%
78
CLCOLGATE PALMOLIVE CO
16,022$1.3M0.15%
79
NUMGNUSHARES ETF TR
26,176$1.2M0.15%
80
DFSVDIMENSIONAL ETF TRUST
37,021$1.2M0.14%
81
PLTRPALANTIR TECHNOLOGIES INC
6,678$1.2M0.14%
82
UNHUNITEDHEALTH GROUP INC
3,536$1.2M0.14%
83
MUMICRON TECHNOLOGY INC
4,006$1.1M0.13%
84
NUMVNUSHARES ETF TR
28,979$1.1M0.13%
85
VIGVANGUARD SPECIALIZED FUNDS
5,147$1.1M0.13%
86
ISRGINTUITIVE SURGICAL INC
1,947$1.1M0.13%
87
ORCLORACLE CORP
5,624$1.1M0.13%
88
WMTWALMART INC
9,776$1.1M0.13%
89
SHOPSHOPIFY INC
6,579$1.1M0.12%
90
COSTCOSTCO WHSL CORP NEW
1,146$988K0.12%
91
NFLXNETFLIX INC
10,427$977K0.11%
92
IWPISHARES TR
7,046$964K0.11%
93
AGGISHARES TR
9,571$955K0.11%
94
RTXRTX CORPORATION
5,061$928K0.11%
95
VWOVANGUARD INTL EQUITY INDEX F
16,153$868K0.10%
96
BXBLACKSTONE INC
5,600$863K0.10%
97
HDHOME DEPOT INC
2,499$859K0.10%
98
VOTVANGUARD INDEX FDS
3,060$854K0.10%
99
IWSISHARES TR
5,954$839K0.10%
100
FNDXSCHWAB STRATEGIC TR
30,311$824K0.10%
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