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CIK: 0001808992
Total reported value
$965.2M
$965.2M
225 檔
24.6%
At the close of Q1 2025, Revolve Wealth Partners, LLC disclosed equity holdings valued at approximately $965.2M, spread across 225 reported holdings.
In Q1 2025, Revolve Wealth Partners, LLC displayed an active expansion posture, initiating 4 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 225 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 14.82% | -0.96% | -0.26% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.48% | -0.81% | +7.34% | |
| 3 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-Other | 5.07% | -1.00% | +9.50% | |
| 4 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 4.48% | -0.51% | +11.93% | |
| 5 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 3.52% | +0.15% | -3.15% | |
| 6 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 3.23% | -0.24% | +1.55% | |
| 7 | ITAN | Sparkline Intangible Val ETF | ETF-Other | 3.11% | -0.17% | +1.66% | |
| 8 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 3.04% | -0.50% | +9.52% | |
| 9 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 2.76% | -0.46% | +2.21% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.58% | -0.29% | +9.81% | |
| 11 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 2.52% | -0.31% | +0.50% | |
| 12 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.49% | -0.42% | +1.04% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.33% | -0.10% | +8.43% | |
| 14 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 2.12% | -0.23% | +10.29% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.96% | -0.18% | +3.30% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.77% | -0.12% | +1.71% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.52% | -0.14% | +0.84% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.51% | -0.13% | +8.84% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.51% | -0.12% | +1.30% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.45% | +0.07% | -0.86% | |
| 21 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.42% | -0.32% | +0.23% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.25% | +0.03% | +5.82% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.95% | -0.11% | +4.67% | |
| 24 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 0.82% | -0.12% | -0.16% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | +0.03% | +12.63% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.06% | -5.07% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.74% | -0.05% | -0.41% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.73% | -0.09% | -0.38% | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 0.70% | -0.12% | -5.06% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.62% | -0.02% | +213.52% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | -0.01% | +3.06% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | -0.07% | +78.27% | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.59% | -0.07% | +1.29% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | +0.17% | -0.06% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.06% | +2.20% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | -0.03% | +15.84% | |
| 37 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.42% | -0.03% | -3.64% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.40% | -0.03% | +20.09% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.40% | -0.04% | -2.21% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | +0.02% | +11.61% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.35% | -0.01% | -1.31% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.34% | +0.04% | -3.86% | |
| 43 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.34% | +0.03% | -2.77% | |
| 44 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.33% | -0.01% | -1.57% | |
| 45 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.33% | -0.06% | +9.20% | |
| 46 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.33% | -0.07% | +0.15% | |
| 47 | EQIX | Equinix Inc | Stock-Real Estate | 0.31% | — | — | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.31% | -0.02% | -0.12% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.31% | -0.07% | -0.04% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.30% | -0.02% | -0.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +0.9% | +7.34% | Add |
| 2 | IVAL | Alpha Archi Intl Qt Vlu ETF | +0.7% | +9.50% | Add |
| 3 | HYMB | Ss Spdr N Ice Hy Muni ETF | +0.4% | +11.93% | Add |
| 4 | SCHF | Schwab Intl Equity ETF | +0.4% | +9.81% | Add |
| 5 | TSLA | Tesla Inc | +0.3% | +213.52% | Add |
| 6 | IQDG | Wisdomtree Intl Qlty Dvd Grw | +0.3% | +10.29% | Add |
| 7 | VOO | Vanguard S&p 500 ETF | +0.3% | +78.27% | Add |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +132.50% | Add |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.1% | +4.67% | Add |
| 10 | COMP | Compass Inc - Class A | +0.1% | — | Unchanged |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +2.20% | Add |
| 12 | AMGN | Amgen Inc | +0.1% | -5.06% | Trim |
| 13 | V | Visa Inc-class A Shares | +0.1% | +3.06% | Add |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | +0.1% | +1.04% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | +15.84% | Add |
| 16 | ISRG | Intuitive Surgical Inc | +0.1% | +86.54% | Add |
| 17 | DLN | Wisdomtree US Largecap Divid | +0.1% | +0.50% | Add |
| 18 | SYLD | Cambria Shareholder Yield Et | +0.1% | +9.52% | Add |
| 19 | SHOP | Shopify Inc - Class A | +0.1% | +58.69% | Add |
| 20 | NULV | Nuveen Esg Large-cap Val ETF | +0.1% | +20.56% | Add |
| 21 | MUB | Ishares National Muni Bond E | +0.1% | +3.30% | Add |
| 22 | DFSI | Dimensional Int Sus Cor1 ETF | 0% | +9.20% | Add |
| 23 | IWM | Ishares Russell 2000 ETF | 0% | -1.31% | Trim |
| 24 | META | Meta Platforms Inc-class A | -0.1% | -5.07% | Trim |
| 25 | GOOG | Alphabet Inc-cl C | -0.1% | +1.65% | Add |
| 26 | AVGO | Broadcom Inc | -0.1% | +13.59% | Add |
| 27 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -3.86% | Trim |
| 28 | XBIL | F/m US Treasury 6 Month Bill | -0.1% | -27.04% | Trim |
| 29 | SCHX | Schwab US Large-cap ETF | -0.1% | +1.30% | Add |
| 30 | MRK | Merck & Co. Inc. | -0.1% | -0.27% | Trim |
| 31 | VUG | Vanguard Growth ETF | -0.1% | -0.41% | Trim |
| 32 | ITAN | Sparkline Intangible Val ETF | -0.1% | +1.66% | Add |
| 33 | AAPL | Apple Inc | -0.1% | +8.43% | Add |
| 34 | IVV | Ishares Core S&p 500 ETF | -0.1% | -0.86% | Trim |
| 35 | TBIL | F/m US Treasury 3 Month Bill | -0.1% | -3.15% | Trim |
| 36 | MSFT | Microsoft CORP | -0.2% | +0.84% | Add |
| 37 | SCHG | Schwab US Large-cap Growth | -0.2% | +1.71% | Add |
| 38 | QMOM | Alpha US Quant Mom ETF | -0.2% | +1.55% | Add |
| 39 | NVDA | Nvidia CORP | -0.2% | +5.82% | Add |
| 40 | VTI | Vanguard Total Stock Mkt ETF | -0.8% | -0.26% | Trim |
| 41 | AVUV | Avantis US Small Cap Value | -1.5% | +8.84% | Add |
| 42 | LOAR | Loar Holdings Inc | — | EXIT | Sold out |
| 43 | CVGI | Commercial Vehicle Group Inc | — | EXIT | Sold out |
| 44 | EQIX | Equinix Inc | — | NEW | New buy |
| 45 | DFCF | Dimensional Core Fixed Inc | — | NEW | New buy |
| 46 | VNQ | Vanguard Real Estate ETF | — | EXIT | Sold out |
| 47 | SHV | Ishares 0-1 Year Treasury Bo | — | EXIT | Sold out |
| 48 | ABNB | Airbnb Inc-class A | — | EXIT | Sold out |
| 49 | COWZ | Pacer US Cash Cows 100 ETF | — | NEW | New buy |
| 50 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
According to official SEC Form 13F filings, Revolve Wealth Partners, LLC reported a total U.S. public equity portfolio value of $965.2M across 225 disclosed positions in Q1 2025.
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 24.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
EQIX
市值: $2.2M
Top Position Liquidated / Trimmed
LOAR
前期市值: $5.0M
During Q1 2025, Revolve Wealth Partners, LLC's top holdings by market value included VTI (14.8%)、IEFA (6.5%)、IVAL (5.1%). The largest single position, VTI, represented 14.8% of total portfolio value.
In Q1 2025, Revolve Wealth Partners, LLC made 49 total portfolio adjustments, initiating 4 new buys, adding to 30 positions, trimming 10 holdings, and fully liquidating 5 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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