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CIK: 0001808992
Total reported value
$965.2M
$965.2M
232 檔
28.7%
In Q3 2025, Revolve Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $965.2M, distributed across 232 disclosed stock positions.
In Q3 2025, Revolve Wealth Partners, LLC displayed an active expansion posture, initiating 3 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 232 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 15.40% | -0.96% | -0.42% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.08% | -0.81% | +0.00% | |
| 3 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-Other | 5.07% | -1.00% | +3.45% | |
| 4 | ITAN | Sparkline Intangible Val ETF | ETF-Other | 3.33% | -0.17% | +3.06% | |
| 5 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 3.31% | -0.51% | -6.43% | |
| 6 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 3.28% | -0.24% | +4.31% | |
| 7 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 3.15% | -0.50% | +4.32% | |
| 8 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 3.06% | +0.15% | +4.99% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.89% | -0.29% | +9.37% | |
| 10 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 2.30% | -0.46% | +2.21% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.29% | -0.10% | +9.89% | |
| 12 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 2.20% | -0.23% | +7.87% | |
| 13 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 2.18% | -0.31% | -2.15% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.12% | -0.42% | +3.91% | |
| 15 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.11% | -0.44% | +1.13% | |
| 16 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.96% | -0.32% | +39.02% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 1.82% | -0.18% | +6.66% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.78% | -0.14% | +4.60% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.73% | +0.03% | +2.36% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.72% | -0.12% | -0.53% | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.56% | -0.13% | +7.06% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.56% | +0.07% | +5.56% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.35% | -0.12% | -0.52% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.96% | -0.11% | +3.77% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.87% | -0.05% | -1.68% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.83% | -0.02% | -10.51% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.78% | -0.06% | +10.39% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.71% | +0.03% | +0.78% | |
| 29 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 0.71% | -0.12% | +4.47% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.71% | -0.09% | -0.76% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | +0.17% | -0.92% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.56% | -0.07% | +0.04% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | -0.03% | +0.88% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | +0.02% | +3.64% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | -0.01% | -1.57% | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 0.49% | -0.12% | -45.49% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | -0.07% | -9.28% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | -0.06% | +0.75% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.38% | -0.03% | -0.24% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.38% | -0.04% | -2.79% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | +0.12% | +2.95% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.35% | -0.01% | +15.01% | |
| 43 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.31% | -0.06% | -1.76% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.31% | -0.07% | -0.91% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.31% | +0.11% | +4.27% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.31% | -0.03% | -17.89% | |
| 47 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.31% | -0.07% | -0.98% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.30% | +0.04% | -6.99% | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.30% | -0.01% | +0.62% | |
| 50 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.29% | -0.04% | +0.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed Inc | +1.9% | +1.13% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | -0.42% | Add |
| 3 | HYD | Vaneck High Yield Muni ETF | +0.5% | +39.02% | Add |
| 4 | NVDA | Nvidia CORP | +0.5% | +2.36% | Trim |
| 5 | SCHF | Schwab Intl Equity ETF | +0.3% | +9.37% | Add |
| 6 | MSFT | Microsoft CORP | +0.3% | +4.60% | Add |
| 7 | ITAN | Sparkline Intangible Val ETF | +0.2% | +3.06% | Add |
| 8 | TSLA | Tesla Inc | +0.2% | -10.51% | Trim |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +3.64% | Add |
| 10 | AVGO | Broadcom Inc | +0.2% | +2.95% | Add |
| 11 | VUG | Vanguard Growth ETF | +0.1% | -1.68% | Add |
| 12 | SYLD | Cambria Shareholder Yield Et | +0.1% | +4.32% | Add |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.1% | +5.56% | Add |
| 14 | ORCL | Oracle CORP | +0.1% | +6.09% | Add |
| 15 | IQDG | Wisdomtree Intl Qlty Dvd Grw | +0.1% | +7.87% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +4.27% | Trim |
| 17 | PLTR | Palantir Technologies Inc-a | +0.1% | +1.52% | Trim |
| 18 | DFSV | Dimensional US Small Cap Val | +0.1% | -3.23% | Add |
| 19 | QMOM | Alpha US Quant Mom ETF | +0.1% | +4.31% | Add |
| 20 | AVUV | Avantis US Small Cap Value | +0.1% | +7.06% | Add |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | +0.88% | Add |
| 22 | APH | Amphenol Corp-cl A | +0.1% | -22.07% | Add |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.92% | Add |
| 24 | APP | Applovin Corp-class A | 0% | +3.69% | Add |
| 25 | META | Meta Platforms Inc-class A | 0% | +10.39% | Trim |
| 26 | VEA | Vanguard Ftse Developed ETF | 0% | +3.77% | Add |
| 27 | IVAL | Alpha Archi Intl Qt Vlu ETF | — | +3.45% | Add |
| 28 | IWM | Ishares Russell 2000 ETF | — | +15.01% | Add |
| 29 | SCHD | Schwab US Dvd Equity ETF | — | -0.91% | Add |
| 30 | DSI | Ishares Esg Msci Kld 400 ETF | — | -2.44% | Add |
| 31 | EFG | Ishares Msci Eafe Growth ETF | 0% | -0.76% | Add |
| 32 | VXUS | Vanguard Total Intl Stock | 0% | +0.04% | Trim |
| 33 | AAPL | Apple Inc | 0% | +9.89% | Add |
| 34 | SCHG | Schwab US Large-cap Growth | -0.1% | -0.53% | Trim |
| 35 | AMZN | Amazon.com Inc | -0.1% | +0.78% | Trim |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | -0.1% | -4.81% | Trim |
| 37 | MUB | Ishares National Muni Bond E | -0.1% | +6.66% | Add |
| 38 | UNH | Unitedhealth Group Inc | -0.1% | -36.35% | Trim |
| 39 | SCHX | Schwab US Large-cap ETF | -0.2% | -0.52% | Trim |
| 40 | AMGN | Amgen Inc | -0.2% | -45.49% | Trim |
| 41 | DLN | Wisdomtree US Largecap Divid | -0.3% | -2.15% | Trim |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | -0.4% | +3.91% | Add |
| 43 | IEFA | Ishares Core Msci Eafe ETF | -0.4% | +0.00% | Trim |
| 44 | TBIL | F/m US Treasury 3 Month Bill | -0.5% | +4.99% | Add |
| 45 | HYMB | Ss Spdr N Ice Hy Muni ETF | -1.2% | -6.43% | Trim |
| 46 | AAUS | Alpha Architect US Eqy ETF | — | NEW | New buy |
| 47 | TOL | Toll Brothers Inc | — | NEW | New buy |
| 48 | BOXX | Alpha Architect 1-3 Mnth Box | — | EXIT | Sold out |
| 49 | LEN | Lennar Corp-a | — | NEW | New buy |
| 50 | UPS | United Parcel Service-cl B | — | EXIT | Sold out |
According to official SEC Form 13F filings, Revolve Wealth Partners, LLC reported a total U.S. public equity portfolio value of $965.2M across 232 disclosed positions in Q3 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 28.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
AAUS
市值: $2.1M
Top Position Liquidated / Trimmed
BOXX
前期市值: $1.2M
During Q3 2025, Revolve Wealth Partners, LLC's top holdings by market value included VTI (15.4%)、IEFA (6.1%)、IVAL (5.1%). The largest single position, VTI, represented 15.4% of total portfolio value.
In Q3 2025, Revolve Wealth Partners, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 30 positions, trimming 15 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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