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CIK: 0001808992
Total reported value
$965.2M
$965.2M
228 檔
29.3%
At the close of Q4 2025, Revolve Wealth Partners, LLC disclosed equity holdings valued at approximately $965.2M, spread across 228 reported holdings.
In Q4 2025, Revolve Wealth Partners, LLC displayed an active expansion posture, initiating 6 new positions and adding to 23 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 228 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 15.23% | -0.96% | -1.20% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.13% | -0.81% | +0.42% | |
| 3 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-Other | 5.14% | -1.00% | -0.71% | |
| 4 | ITAN | Sparkline Intangible Val ETF | ETF-Other | 3.45% | -0.17% | -0.88% | |
| 5 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 3.29% | -0.24% | +0.92% | |
| 6 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 3.16% | -0.50% | +1.33% | |
| 7 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 3.12% | -0.51% | -4.09% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.96% | -0.29% | +1.43% | |
| 9 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 2.85% | +0.15% | -4.93% | |
| 10 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 2.37% | -0.46% | +4.86% | |
| 11 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 2.28% | -0.23% | +1.64% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.26% | -0.10% | -5.27% | |
| 13 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 2.20% | -0.31% | +1.64% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.17% | -0.42% | +4.84% | |
| 15 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.13% | -0.44% | +3.42% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.87% | -0.18% | +4.61% | |
| 17 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.81% | -0.32% | -6.04% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.73% | -0.12% | +0.79% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.61% | -0.13% | +2.65% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.57% | +0.03% | -7.44% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.53% | -0.14% | -5.88% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.41% | +0.07% | -9.75% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.36% | -0.12% | +0.59% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.02% | -0.11% | +3.94% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.89% | -0.05% | +2.79% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.79% | -0.02% | -4.57% | |
| 27 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 0.72% | -0.12% | +3.73% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | -0.06% | +2.85% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | +0.03% | -6.55% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.68% | -0.09% | -1.01% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.02% | -1.25% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.56% | -0.07% | +0.01% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | +0.17% | -11.37% | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.54% | -0.12% | -3.80% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | -0.03% | -0.30% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | -0.07% | +2.82% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | -0.01% | -2.05% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.06% | +0.93% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.39% | +0.12% | +2.19% | |
| 40 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.38% | -0.03% | -1.27% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | +0.11% | -5.25% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.36% | -0.04% | -1.20% | |
| 43 | BITW | Bitwise 10 Crypto Index ETF | ETF-Crypto | 0.33% | -0.03% | — | |
| 44 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.33% | -0.06% | +3.63% | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.31% | -0.07% | -0.96% | |
| 46 | AAEQ | Alpha Architct US Eqty 2 ETF | ETF-Other | 0.31% | -0.02% | — | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.31% | -0.07% | -0.21% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.30% | -0.01% | -0.17% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.30% | -0.03% | -3.49% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.29% | -0.01% | -16.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.25% | Trim |
| 2 | ITAN | Sparkline Intangible Val ETF | +0.1% | -0.88% | Trim |
| 3 | IQDG | Wisdomtree Intl Qlty Dvd Grw | +0.1% | +1.64% | Add |
| 4 | IVAL | Alpha Archi Intl Qt Vlu ETF | +0.1% | -0.71% | Trim |
| 5 | SCHF | Schwab Intl Equity ETF | +0.1% | +1.43% | Add |
| 6 | TFI | Ss Spdr N Ice Muni Bond ETF | +0.1% | +4.86% | Add |
| 7 | LLY | Eli Lilly & Co | +0.1% | +10.99% | Add |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.1% | +3.94% | Add |
| 9 | COMP | Compass Inc - Class A | +0.1% | +0.03% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | -5.25% | Trim |
| 11 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +0.42% | Add |
| 12 | MUB | Ishares National Muni Bond E | +0.1% | +4.61% | Add |
| 13 | SCHZ | Schwab US Aggregate Bond ETF | +0.1% | +4.84% | Add |
| 14 | AVUV | Avantis US Small Cap Value | +0.1% | +2.65% | Add |
| 15 | MU | Micron Technology Inc | +0.1% | +2.04% | Add |
| 16 | AMGN | Amgen Inc | +0.1% | -3.80% | Trim |
| 17 | AMD | Advanced Micro Devices | +0.1% | +1.67% | Add |
| 18 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +175.25% | Add |
| 19 | BND | Vanguard Total Bond Market | 0% | +102.92% | Add |
| 20 | DLN | Wisdomtree US Largecap Divid | 0% | +1.64% | Add |
| 21 | DFCF | Dimensional Core Fixed Inc | 0% | +3.42% | Add |
| 22 | VUG | Vanguard Growth ETF | 0% | +2.79% | Add |
| 23 | SYLD | Cambria Shareholder Yield Et | 0% | +1.33% | Add |
| 24 | QMOM | Alpha US Quant Mom ETF | 0% | +0.92% | Add |
| 25 | SCHG | Schwab US Large-cap Growth | 0% | +0.79% | Add |
| 26 | SCHX | Schwab US Large-cap ETF | 0% | +0.59% | Add |
| 27 | UBER | Uber Technologies Inc | 0% | -10.62% | Trim |
| 28 | HD | Home Depot Inc | 0% | -7.99% | Trim |
| 29 | IWR | Ishares Russell Mid-cap ETF | 0% | -53.44% | Trim |
| 30 | TSLA | Tesla Inc | 0% | -4.57% | Trim |
| 31 | NFLX | Netflix Inc | -0.1% | +864.57% | Add |
| 32 | IWM | Ishares Russell 2000 ETF | -0.1% | -16.63% | Trim |
| 33 | ORCL | Oracle CORP | -0.1% | -7.01% | Trim |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -11.37% | Trim |
| 35 | CL | Colgate-palmolive Co | -0.1% | -34.53% | Trim |
| 36 | META | Meta Platforms Inc-class A | -0.1% | +2.85% | Add |
| 37 | IVV | Ishares Core S&p 500 ETF | -0.2% | -9.75% | Trim |
| 38 | HYD | Vaneck High Yield Muni ETF | -0.2% | -6.04% | Trim |
| 39 | NVDA | Nvidia CORP | -0.2% | -7.44% | Trim |
| 40 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -1.20% | Trim |
| 41 | HYMB | Ss Spdr N Ice Hy Muni ETF | -0.2% | -4.09% | Trim |
| 42 | TBIL | F/m US Treasury 3 Month Bill | -0.2% | -4.93% | Trim |
| 43 | MSFT | Microsoft CORP | -0.3% | -5.88% | Trim |
| 44 | BITW | Bitwise 10 Crypto Index ETF | — | NEW | New buy |
| 45 | AAEQ | Alpha Architct US Eqty 2 ETF | — | NEW | New buy |
| 46 | AVUS | Avantis U.s. Equity ETF | — | NEW | New buy |
| 47 | JMST | JPM Ultra-short Muni Income | — | NEW | New buy |
| 48 | AVDE | Avantis International Equity | — | NEW | New buy |
| 49 | AVLV | Avantis US Large Cap Value | — | NEW | New buy |
| 50 | IWD | Ishares Russell 1000 Value E | — | 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 228 disclosed positions in Q4 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 29.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
BITW
市值: $2.8M
Top Position Liquidated / Trimmed
IWD
前期市值: $289.0K
During Q4 2025, Revolve Wealth Partners, LLC's top holdings by market value included VTI (15.2%)、IEFA (6.1%)、IVAL (5.1%). The largest single position, VTI, represented 15.2% of total portfolio value.
In Q4 2025, Revolve Wealth Partners, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 23 positions, trimming 20 holdings, and fully liquidating 1 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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