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CIK: 0001808992
Total reported value
$965.2M
$965.2M
181 檔
21.6%
As reported in its official Q1 2024 Form 13F filing, Revolve Wealth Partners, LLC's tracked investment portfolio stood at $965.2M with 181 total positions.
During Q1 2024, Revolve Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 16.12% | -0.96% | -0.06% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.36% | -0.81% | +45.63% | |
| 3 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-Other | 5.20% | -1.00% | +4.24% | |
| 4 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 4.06% | -0.51% | +17.30% | |
| 5 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 3.81% | +0.15% | -2.31% | |
| 6 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 3.65% | -0.24% | +2.03% | |
| 7 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 3.37% | -0.50% | +3.19% | |
| 8 | ITAN | Sparkline Intangible Val ETF | ETF-Other | 3.27% | -0.17% | +2.43% | |
| 9 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 2.79% | -0.46% | +14.37% | |
| 10 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 2.68% | -0.31% | -0.42% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.47% | -0.29% | -17.83% | |
| 12 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.21% | -0.42% | +3.62% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 2.11% | -0.18% | +2.68% | |
| 14 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 2.07% | -0.23% | +22.01% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.88% | -0.12% | +0.52% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.86% | -0.12% | -0.09% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.78% | -0.10% | -1.66% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.69% | -0.14% | +0.15% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.68% | +0.07% | -0.53% | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.54% | -0.13% | +4.72% | |
| 21 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.51% | -0.32% | +2.88% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.28% | +0.03% | +1.60% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.19% | +0.03% | +10.24% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 0.84% | -0.12% | -0.54% | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.82% | -0.09% | -16.65% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.80% | -0.05% | -1.58% | |
| 27 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 0.75% | -0.12% | +2.28% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.06% | -1.36% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.62% | -0.07% | +1.76% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.56% | -0.03% | -2.58% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.55% | +0.08% | -0.78% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | +0.17% | +16.59% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.53% | -0.11% | +3.77% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | -0.01% | +2.31% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.49% | -0.04% | -1.34% | |
| 36 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.43% | -0.04% | -1.55% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.42% | -0.01% | -0.47% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.42% | -0.02% | +0.36% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.06% | +5.18% | |
| 40 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.42% | +0.03% | -2.48% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.41% | -0.03% | -2.51% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.39% | -0.01% | +0.04% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | -0.03% | +1.87% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.39% | -0.02% | +4.31% | |
| 45 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.38% | -0.02% | +2.31% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.38% | -0.04% | +2.32% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.38% | +0.04% | +6.64% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | +0.02% | +3.35% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.37% | -0.07% | -0.28% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.37% | -0.03% | +393.36% |
According to official SEC Form 13F filings, Revolve Wealth Partners, LLC reported a total U.S. public equity portfolio value of $965.2M across 181 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, IEFA, IVAL) accounted for 21.6% of total reported equity market value during Q1 2024.
During Q1 2024, Revolve Wealth Partners, LLC's top holdings by market value included VTI (16.1%)、IEFA (6.4%)、IVAL (5.2%). The largest single position, VTI, represented 16.1% of total portfolio value.
In Q1 2024, Revolve Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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