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CIK: 0001808992
Total reported value
$965.2M
$965.2M
191 檔
23.9%
According to the latest 13F quarterly dataset, Revolve Wealth Partners, LLC managed an equity portfolio of $965.2M at the end of Q3 2024, spanning 191 distinct U.S. exchange-listed positions.
In Q3 2024, Revolve Wealth Partners, LLC displayed an active expansion posture, initiating 8 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 16.09% | -0.96% | -0.35% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.32% | -0.81% | +1.96% | |
| 3 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-Other | 4.83% | -1.00% | +4.03% | |
| 4 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 4.19% | -0.51% | +6.22% | |
| 5 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 3.66% | +0.15% | -3.65% | |
| 6 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 3.63% | -0.24% | -0.19% | |
| 7 | ITAN | Sparkline Intangible Val ETF | ETF-Other | 3.23% | -0.17% | +1.77% | |
| 8 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 3.21% | -0.50% | +2.79% | |
| 9 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 2.93% | -0.46% | +10.87% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.66% | -0.29% | +2.80% | |
| 11 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 2.63% | -0.31% | +1.07% | |
| 12 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.48% | -0.42% | +9.38% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.28% | -0.10% | +8.66% | |
| 14 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 2.15% | -0.23% | +3.23% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.94% | -0.12% | +2.49% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.86% | -0.18% | -0.05% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.72% | -0.14% | +11.20% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.61% | +0.07% | -0.82% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.56% | -0.13% | +3.51% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.52% | -0.12% | -13.12% | |
| 21 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.46% | -0.32% | +1.87% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.39% | +0.03% | -2.61% | |
| 23 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 0.84% | -0.12% | +10.16% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 0.82% | -0.12% | -1.62% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.82% | -0.05% | +3.67% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.06% | +0.08% | |
| 27 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.74% | -0.09% | -1.20% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | +0.03% | -42.33% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.67% | -0.11% | +32.18% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.62% | -0.07% | +1.81% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.60% | +0.08% | +3.75% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | +0.17% | +4.30% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.49% | -0.03% | -1.95% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | -0.01% | +3.25% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.44% | -0.04% | -5.09% | |
| 36 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.41% | +0.03% | +2.37% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | -0.03% | +18.09% | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.38% | -0.01% | -3.65% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.38% | +0.04% | -8.94% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.06% | +8.67% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | -0.07% | +12.05% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.36% | +0.02% | -1.17% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.36% | -0.01% | -0.35% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.36% | -0.02% | -5.80% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.36% | -0.03% | -7.67% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.35% | -0.02% | — | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.32% | -0.07% | -7.26% | |
| 48 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.31% | -0.04% | -24.08% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.31% | -0.03% | -5.57% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.31% | -0.04% | -4.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.2% | +8.66% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.2% | +32.18% | Add |
| 3 | TFI | Ss Spdr N Ice Muni Bond ETF | +0.1% | +10.87% | Add |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | +0.1% | +9.38% | Add |
| 5 | JNJ | Johnson & Johnson | +0.1% | +86.43% | Add |
| 6 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +1.96% | Add |
| 7 | BOXX | Alpha Architect 1-3 Mnth Box | +0.1% | +107.37% | Add |
| 8 | OBIL | F/m US Treasury 12 Month Bil | +0.1% | NEW | New buy |
| 9 | DHR | Danaher CORP | +0.1% | NEW | New buy |
| 10 | OKE | Oneok Inc | +0.1% | NEW | New buy |
| 11 | HYMB | Ss Spdr N Ice Hy Muni ETF | +0.1% | +6.22% | Add |
| 12 | QMOM | Alpha US Quant Mom ETF | +0.1% | -0.19% | Trim |
| 13 | UNP | Union Pacific CORP | +0.1% | +214.16% | Add |
| 14 | IDXX | Idexx Laboratories Inc | +0.1% | NEW | New buy |
| 15 | UNH | Unitedhealth Group Inc | +0.1% | +3.75% | Add |
| 16 | MTD | Mettler-toledo International | +0.1% | NEW | New buy |
| 17 | AXP | American Express Co | +0.1% | +101.95% | Add |
| 18 | AMP | Ameriprise Financial Inc | +0.1% | NEW | New buy |
| 19 | PODD | Insulet CORP | +0.1% | NEW | New buy |
| 20 | ABT | Abbott Laboratories | +0.1% | NEW | New buy |
| 21 | SCHF | Schwab Intl Equity ETF | +0.1% | +2.80% | Add |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +18.09% | Add |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +8.67% | Add |
| 24 | AVUV | Avantis US Small Cap Value | 0% | +3.51% | Add |
| 25 | IFLN | Invesco Bloomberg Enhanced F | 0% | +10.16% | Add |
| 26 | META | Meta Platforms Inc-class A | 0% | +0.08% | Add |
| 27 | BX | Blackstone Inc | 0% | +26.55% | Add |
| 28 | SYLD | Cambria Shareholder Yield Et | 0% | +2.79% | Add |
| 29 | DLN | Wisdomtree US Largecap Divid | 0% | +1.07% | Add |
| 30 | IQDG | Wisdomtree Intl Qlty Dvd Grw | 0% | +3.23% | Add |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | +12.05% | Add |
| 32 | DFSI | Dimensional Int Sus Cor1 ETF | 0% | +12.34% | Add |
| 33 | ITAN | Sparkline Intangible Val ETF | 0% | +1.77% | Add |
| 34 | VXUS | Vanguard Total Intl Stock | 0% | +1.81% | Add |
| 35 | MSFT | Microsoft CORP | 0% | +11.20% | Add |
| 36 | IVAL | Alpha Archi Intl Qt Vlu ETF | 0% | +4.03% | Add |
| 37 | SCHG | Schwab US Large-cap Growth | 0% | +2.49% | Add |
| 38 | HYD | Vaneck High Yield Muni ETF | 0% | +1.87% | Add |
| 39 | IVV | Ishares Core S&p 500 ETF | -0.1% | -0.82% | Trim |
| 40 | GBCI | Glacier Bancorp Inc | -0.1% | EXIT | Sold out |
| 41 | SDY | Ss Spdr S&p Dividend ETF | -0.1% | EXIT | Sold out |
| 42 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | -0.1% | EXIT | Sold out |
| 43 | UBER | Uber Technologies Inc | -0.1% | -38.80% | Trim |
| 44 | IXUS | Ishares Core Intl Stock ETF | -0.1% | -24.08% | Trim |
| 45 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.1% | -53.60% | Trim |
| 46 | NVDA | Nvidia CORP | -0.2% | -2.61% | Trim |
| 47 | SCHX | Schwab US Large-cap ETF | -0.3% | -13.12% | Trim |
| 48 | VTI | Vanguard Total Stock Mkt ETF | -0.4% | -0.35% | Trim |
| 49 | TBIL | F/m US Treasury 3 Month Bill | -0.4% | -3.65% | Trim |
| 50 | AMZN | Amazon.com Inc | -0.7% | -42.33% | Trim |
According to official SEC Form 13F filings, Revolve Wealth Partners, LLC reported a total U.S. public equity portfolio value of $965.2M across 191 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, IEFA, IVAL) accounted for 23.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
OBIL
市值: $607.4K
Top Position Liquidated / Trimmed
GBCI
前期市值: $370.0K
During Q3 2024, Revolve Wealth Partners, LLC's top holdings by market value included VTI (16.1%)、IEFA (6.3%)、IVAL (4.8%). The largest single position, VTI, represented 16.1% of total portfolio value.
In Q3 2024, Revolve Wealth Partners, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 29 positions, trimming 10 holdings, and fully liquidating 3 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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