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CIK: 0001808992
Total reported value
$965.2M
$965.2M
176 檔
22.5%
In Q2 2024, Revolve Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $965.2M, distributed across 176 disclosed stock positions.
During Q2 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 | 16.47% | -0.96% | +2.81% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.23% | -0.81% | +3.71% | |
| 3 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-Other | 4.85% | -1.00% | +4.62% | |
| 4 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 4.12% | -0.51% | +6.28% | |
| 5 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 4.10% | +0.15% | +11.55% | |
| 6 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 3.56% | -0.24% | +2.46% | |
| 7 | ITAN | Sparkline Intangible Val ETF | ETF-Other | 3.22% | -0.17% | +4.01% | |
| 8 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 3.18% | -0.50% | +4.90% | |
| 9 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 2.79% | -0.46% | +5.40% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.61% | -0.29% | +11.26% | |
| 11 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 2.60% | -0.31% | -0.29% | |
| 12 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.35% | -0.42% | +11.35% | |
| 13 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 2.12% | -0.23% | +9.33% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.04% | -0.10% | -3.34% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.97% | -0.12% | -0.03% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.97% | -0.18% | -2.37% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.79% | -0.12% | -3.51% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.73% | -0.14% | -0.21% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.66% | +0.07% | -1.57% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.57% | +0.03% | +896.28% | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.52% | -0.13% | +6.74% | |
| 22 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.50% | -0.32% | +3.99% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | +0.03% | +0.24% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 0.87% | -0.12% | -2.37% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.83% | -0.05% | -0.87% | |
| 26 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 0.80% | -0.12% | +11.26% | |
| 27 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.76% | -0.09% | -2.13% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.06% | +0.54% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.61% | -0.07% | +2.00% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | +0.17% | -1.78% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.54% | +0.08% | -1.95% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.52% | -0.11% | +1.41% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.51% | -0.03% | -1.03% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.46% | -0.04% | -0.43% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | -0.01% | -3.37% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.44% | +0.04% | +12.07% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.02% | +0.59% | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.41% | -0.04% | -0.73% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.41% | -0.03% | -4.00% | |
| 40 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.40% | +0.03% | -7.26% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.40% | -0.01% | +0.80% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.38% | -0.02% | -4.18% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.36% | -0.01% | -1.62% | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.35% | -0.02% | — | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | -0.03% | -6.91% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.34% | -0.07% | -0.49% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-Other | 0.34% | -0.02% | -3.85% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | -0.07% | -2.21% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.33% | -0.03% | -2.71% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | -0.06% | -15.85% |
According to official SEC Form 13F filings, Revolve Wealth Partners, LLC reported a total U.S. public equity portfolio value of $965.2M across 176 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, IEFA, IVAL) accounted for 22.5% of total reported equity market value during Q2 2024.
During Q2 2024, Revolve Wealth Partners, LLC's top holdings by market value included VTI (16.5%)、IEFA (6.2%)、IVAL (4.8%). The largest single position, VTI, represented 16.5% of total portfolio value.
In Q2 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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