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CIK: 0001808992
Total reported value
$965.2M
$965.2M
226 檔
27.1%
The Q2 2025 SEC filing reveals that Revolve Wealth Partners, LLC held a total portfolio value of $965.2M, covering 226 public equity positions.
In Q2 2025, Revolve Wealth Partners, LLC displayed an active expansion posture, initiating 3 new positions and adding to 26 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 226 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 15.51% | -0.96% | +5.31% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.30% | -0.81% | -1.92% | |
| 3 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-Other | 4.90% | -1.00% | -1.48% | |
| 4 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 3.81% | -0.51% | -3.57% | |
| 5 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 3.44% | -0.24% | +8.14% | |
| 6 | ITAN | Sparkline Intangible Val ETF | ETF-Other | 3.26% | -0.17% | +7.45% | |
| 7 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 3.16% | +0.15% | +0.04% | |
| 8 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 3.09% | -0.50% | +11.02% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.71% | -0.29% | +4.65% | |
| 10 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 2.39% | -0.46% | -2.75% | |
| 11 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 2.28% | -0.31% | -2.81% | |
| 12 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.23% | -0.44% | +1141.84% | |
| 13 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 2.19% | -0.23% | +3.47% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.19% | -0.42% | -2.44% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.82% | -0.10% | -6.09% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.81% | -0.18% | +3.92% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.77% | -0.14% | -1.91% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.71% | -0.12% | -7.93% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.55% | +0.03% | -5.21% | |
| 20 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.50% | -0.32% | +20.39% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.49% | +0.07% | +2.89% | |
| 22 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.45% | -0.13% | +2.30% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.37% | -0.12% | -8.66% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 0.96% | -0.12% | +71.18% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.96% | -0.11% | -0.12% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.87% | -0.05% | +11.06% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | -0.06% | -10.92% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | +0.03% | -4.95% | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.76% | -0.09% | +3.57% | |
| 30 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 0.73% | -0.12% | -2.58% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.72% | -0.02% | +4.42% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.62% | +0.17% | +9.86% | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.57% | -0.07% | -3.66% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | -0.01% | -0.02% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | -0.03% | +1.04% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | -0.07% | -15.06% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.06% | -0.17% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.40% | -0.04% | +1.98% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | +0.02% | +4.12% | |
| 40 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.39% | -0.03% | -2.39% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.37% | -0.03% | -13.51% | |
| 42 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.33% | -0.06% | -1.56% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.33% | -0.07% | +25.25% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | +0.12% | +0.62% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.32% | +0.04% | -10.57% | |
| 46 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.31% | -0.07% | -2.29% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.30% | -0.01% | -12.85% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.29% | -0.01% | -9.81% | |
| 49 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.29% | +0.03% | -1.35% | |
| 50 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.29% | -0.04% | -0.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed Inc | +2% | +1141.84% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.7% | +5.31% | Add |
| 3 | NVDA | Nvidia CORP | +0.3% | -5.21% | Trim |
| 4 | AMGN | Amgen Inc | +0.3% | +71.18% | Add |
| 5 | MSFT | Microsoft CORP | +0.3% | -1.91% | Trim |
| 6 | QMOM | Alpha US Quant Mom ETF | +0.2% | +8.14% | Add |
| 7 | ITAN | Sparkline Intangible Val ETF | +0.2% | +7.45% | Add |
| 8 | SCHF | Schwab Intl Equity ETF | +0.1% | +4.65% | Add |
| 9 | VUG | Vanguard Growth ETF | +0.1% | +11.06% | Add |
| 10 | AVGO | Broadcom Inc | +0.1% | +0.62% | Add |
| 11 | TSLA | Tesla Inc | +0.1% | +4.42% | Add |
| 12 | HYD | Vaneck High Yield Muni ETF | +0.1% | +20.39% | Add |
| 13 | IQDG | Wisdomtree Intl Qlty Dvd Grw | +0.1% | +3.47% | Add |
| 14 | APH | Amphenol Corp-cl A | +0.1% | +30.04% | Add |
| 15 | DFSV | Dimensional US Small Cap Val | +0.1% | +79.71% | Add |
| 16 | SYLD | Cambria Shareholder Yield Et | +0.1% | +11.02% | Add |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +9.86% | Add |
| 18 | NFLX | Netflix Inc | +0.1% | +1.49% | Add |
| 19 | ORCL | Oracle CORP | +0.1% | +0.39% | Add |
| 20 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 21 | COF | Capital One Financial CORP | +0.1% | NEW | New buy |
| 22 | IVV | Ishares Core S&p 500 ETF | 0% | +2.89% | Add |
| 23 | JPM | Jpmorgan Chase & Co | 0% | +1.04% | Add |
| 24 | PLTR | Palantir Technologies Inc-a | 0% | -1.58% | Trim |
| 25 | GEV | GE Vernova Inc | 0% | NEW | New buy |
| 26 | EFG | Ishares Msci Eafe Growth ETF | 0% | +3.57% | Add |
| 27 | GOOGL | Alphabet Inc-cl A | 0% | +4.12% | Add |
| 28 | META | Meta Platforms Inc-class A | 0% | -10.92% | Trim |
| 29 | SCHD | Schwab US Dvd Equity ETF | 0% | +25.25% | Add |
| 30 | NULG | Nuveen Esg Lrg-cap Grw ETF | 0% | -1.36% | Trim |
| 31 | VEA | Vanguard Ftse Developed ETF | 0% | -0.12% | Trim |
| 32 | DSI | Ishares Esg Msci Kld 400 ETF | 0% | +3.37% | Add |
| 33 | AMZN | Amazon.com Inc | 0% | -4.95% | Trim |
| 34 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | -0.1% | EXIT | Sold out |
| 35 | SCHG | Schwab US Large-cap Growth | -0.1% | -7.93% | Trim |
| 36 | AVUV | Avantis US Small Cap Value | -0.1% | +2.30% | Add |
| 37 | SHOP | Shopify Inc - Class A | -0.1% | -38.74% | Trim |
| 38 | UPS | United Parcel Service-cl B | -0.1% | EXIT | Sold out |
| 39 | JNJ | Johnson & Johnson | -0.1% | -22.53% | Trim |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | -0.1% | -25.35% | Trim |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.17% | Trim |
| 42 | COMP | Compass Inc - Class A | -0.1% | +0.03% | Add |
| 43 | MUB | Ishares National Muni Bond E | -0.2% | +3.92% | Add |
| 44 | IVAL | Alpha Archi Intl Qt Vlu ETF | -0.2% | -1.48% | Trim |
| 45 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | -1.92% | Trim |
| 46 | BOXX | Alpha Architect 1-3 Mnth Box | -0.2% | EXIT | Sold out |
| 47 | SCHZ | Schwab US Aggregate Bond ETF | -0.3% | -2.44% | Trim |
| 48 | TFI | Ss Spdr N Ice Muni Bond ETF | -0.4% | -2.75% | Trim |
| 49 | AAPL | Apple Inc | -0.5% | -6.09% | Trim |
| 50 | HYMB | Ss Spdr N Ice Hy Muni ETF | -0.7% | -3.57% | 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 226 disclosed positions in Q2 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 27.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
BLK
市值: $379.9K
Top Position Liquidated / Trimmed
BOXX
前期市值: $1.2M
During Q2 2025, Revolve Wealth Partners, LLC's top holdings by market value included VTI (15.5%)、IEFA (6.3%)、IVAL (4.9%). The largest single position, VTI, represented 15.5% of total portfolio value.
In Q2 2025, Revolve Wealth Partners, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 26 positions, trimming 18 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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