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CIK: 0001808992
Total reported value
$965.2M
$965.2M
219 檔
23.9%
During the Q4 2024 filing period, Revolve Wealth Partners, LLC (CIK: 0001808992) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $965.2M across 219 reported positions.
In Q4 2024, Revolve Wealth Partners, LLC displayed an active expansion posture, initiating 13 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 219 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 15.74% | -0.96% | +0.19% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.63% | -0.81% | +3.75% | |
| 3 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-Other | 4.38% | -1.00% | +1.90% | |
| 4 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 4.08% | -0.51% | +4.76% | |
| 5 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 3.64% | +0.15% | +4.49% | |
| 6 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 3.45% | -0.24% | -0.09% | |
| 7 | ITAN | Sparkline Intangible Val ETF | ETF-Other | 3.21% | -0.17% | +1.45% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.04% | -0.13% | +3.07% | |
| 9 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 2.99% | -0.50% | +3.44% | |
| 10 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 2.75% | -0.46% | +0.84% | |
| 11 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 2.47% | -0.31% | -0.69% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.43% | -0.10% | +4.20% | |
| 13 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.42% | -0.42% | +114.44% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.21% | -0.29% | +93.61% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.95% | -0.12% | +294.77% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.92% | -0.18% | +10.69% | |
| 17 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 1.85% | -0.23% | +3.77% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.69% | -0.14% | +5.76% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.57% | -0.12% | +215.33% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.54% | +0.07% | -1.59% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.47% | +0.03% | -0.04% | |
| 22 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.44% | -0.32% | +5.99% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.86% | -0.11% | +47.30% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.83% | -0.05% | -0.46% | |
| 25 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 0.82% | -0.12% | +5.30% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | -0.06% | +10.20% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | +0.03% | +4.10% | |
| 28 | LOAR | Loar Holdings Inc | Stock-Other | 0.73% | — | — | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.71% | -0.09% | +12.19% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.62% | -0.12% | -2.10% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.60% | +0.17% | +10.79% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.56% | -0.07% | +3.39% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | -0.01% | +9.42% | |
| 34 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.46% | -0.03% | +194.43% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.42% | -0.04% | +0.54% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.06% | +19.01% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | -0.03% | -3.88% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.41% | +0.02% | +3.51% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.39% | -0.01% | +13.25% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.39% | +0.04% | +3.46% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.38% | -0.03% | +2.43% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.38% | -0.01% | +104.25% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | -0.07% | -0.13% | |
| 44 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.34% | +0.03% | -0.42% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.34% | -0.02% | -0.78% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.33% | -0.02% | -0.25% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-Other | 0.31% | -0.02% | +11.47% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | -0.02% | +21.23% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.30% | -0.07% | +206.88% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.30% | -0.03% | -0.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | +1.5% | +3.07% | Add |
| 2 | LOAR | Loar Holdings Inc | +0.7% | NEW | New buy |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.2% | +47.30% | Add |
| 4 | COMP | Compass Inc - Class A | +0.2% | NEW | New buy |
| 5 | AAPL | Apple Inc | +0.2% | +4.20% | Add |
| 6 | TSLA | Tesla Inc | +0.1% | +21.23% | Add |
| 7 | AMZN | Amazon.com Inc | +0.1% | +4.10% | Add |
| 8 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | NEW | New buy |
| 9 | V | Visa Inc-class A Shares | +0.1% | +9.42% | Add |
| 10 | EFA | Ishares Msci Eafe ETF | +0.1% | NEW | New buy |
| 11 | VWO | Vanguard Ftse Emerging Marke | +0.1% | NEW | New buy |
| 12 | NVDA | Nvidia CORP | +0.1% | -0.04% | Trim |
| 13 | AVGO | Broadcom Inc | +0.1% | +10.44% | Add |
| 14 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | +0.1% | NEW | New buy |
| 15 | VNQ | Vanguard Real Estate ETF | +0.1% | +267.63% | Add |
| 16 | PRF | Invesco Rafi US 1000 ETF | +0.1% | NEW | New buy |
| 17 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 18 | MUB | Ishares National Muni Bond E | +0.1% | +10.69% | Add |
| 19 | ABBV | Abbvie Inc | +0.1% | +72.69% | Add |
| 20 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +41.34% | Add |
| 21 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | NEW | New buy |
| 22 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | NEW | New buy |
| 23 | SCHX | Schwab US Large-cap ETF | +0.1% | +215.33% | Add |
| 24 | META | Meta Platforms Inc-class A | +0.1% | +10.20% | Add |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +10.79% | Add |
| 26 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.51% | Add |
| 27 | PXF | Invesco Rafi Developed Marke | +0.1% | NEW | New buy |
| 28 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | NEW | New buy |
| 29 | PXH | Inves Rafi Emer Mrkt-usd Inc | +0.1% | NEW | New buy |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +19.01% | Add |
| 31 | SCHG | Schwab US Large-cap Growth | 0% | +294.77% | Add |
| 32 | TBIL | F/m US Treasury 3 Month Bill | 0% | +4.49% | Add |
| 33 | ITAN | Sparkline Intangible Val ETF | 0% | +1.45% | Add |
| 34 | MSFT | Microsoft CORP | 0% | +5.76% | Add |
| 35 | MU | Micron Technology Inc | -0.1% | -43.09% | Trim |
| 36 | SCHZ | Schwab US Aggregate Bond ETF | -0.1% | +114.44% | Add |
| 37 | WM | Waste Management Inc | -0.1% | EXIT | Sold out |
| 38 | BSCO | Invesco Bulletshares 2024 Cb | -0.1% | EXIT | Sold out |
| 39 | SHOP | Shopify Inc - Class A | -0.1% | -52.68% | Trim |
| 40 | UNP | Union Pacific CORP | -0.1% | -66.12% | Trim |
| 41 | JNJ | Johnson & Johnson | -0.1% | -18.81% | Trim |
| 42 | HYMB | Ss Spdr N Ice Hy Muni ETF | -0.1% | +4.76% | Add |
| 43 | AMGN | Amgen Inc | -0.2% | -2.10% | Trim |
| 44 | SYLD | Cambria Shareholder Yield Et | -0.2% | +3.44% | Add |
| 45 | UNH | Unitedhealth Group Inc | -0.3% | -39.97% | Trim |
| 46 | IQDG | Wisdomtree Intl Qlty Dvd Grw | -0.3% | +3.77% | Add |
| 47 | VTI | Vanguard Total Stock Mkt ETF | -0.4% | +0.19% | Add |
| 48 | SCHF | Schwab Intl Equity ETF | -0.5% | +93.61% | Add |
| 49 | IVAL | Alpha Archi Intl Qt Vlu ETF | -0.5% | +1.90% | Add |
| 50 | IEFA | Ishares Core Msci Eafe ETF | -0.7% | +3.75% | Add |
According to official SEC Form 13F filings, Revolve Wealth Partners, LLC reported a total U.S. public equity portfolio value of $965.2M across 219 disclosed positions in Q4 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 Q4 2024.
Top New Position Initiated
LOAR
市值: $5.0M
Top Position Liquidated / Trimmed
BSCO
前期市值: $468.1K
During Q4 2024, Revolve Wealth Partners, LLC's top holdings by market value included VTI (15.7%)、IEFA (5.6%)、IVAL (4.4%). The largest single position, VTI, represented 15.7% of total portfolio value.
In Q4 2024, Revolve Wealth Partners, LLC made 50 total portfolio adjustments, initiating 13 new buys, adding to 28 positions, trimming 7 holdings, and fully liquidating 2 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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