Revolve Wealth Partners, LLC Portfolio Holdings

Revolve Wealth Partners, LLC

  • $740 Million
  • Q2 2025

Revolve Wealth Partners, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $740 Million distributed in 228 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $119M, Ishares Tr with a value of $48.5M, Ea Ser Tr Alpha Architect Intl with a value of $37.7M, Spdr Nuveen Bloomberg High Yie with a value of $29.3M, and Ea Ser Tr Momentumshares U S Q with a value of $26.4M.

Examining the 13F form we can see an increase of $79.6M in the current position value, from $660M to 740M.

Below you can find more details about Revolve Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $740 Million
ETFs: $596 Million
Technology: $57.4 Million
Financial Services: $19.1 Million
Healthcare: $19 Million
Consumer Cyclical: $14.9 Million
Communication Services: $14.2 Million
Consumer Defensive: $6.91 Million
Industrials: $5 Million
Other: $6.38 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$119 Million 16.13% of portfolio
392,681
Q2 2025 Added 5.31%
$0
$48.5 Million 6.55% of portfolio
580,816
Q2 2025 Reduced 1.92%
$0
$37.7 Million 5.1% of portfolio
1,352,846
Q2 2025 Reduced 1.48%
$0
$29.3 Million 3.97% of portfolio
1,184,208
Q2 2025 Reduced 3.57%
$0
$26.4 Million 3.57% of portfolio
406,828
Q2 2025 Added 8.14%
$0
$25.1 Million 3.39% of portfolio
776,052
Q2 2025 Added 7.45%
$0
$23.8 Million 3.22% of portfolio
366,072
Q2 2025 Added 11.02%
$0
$20.9 Million 2.82% of portfolio
945,290
Q2 2025 Added 4.65%
$0
$18.4 Million 2.49% of portfolio
412,345
Q2 2025 Reduced 2.75%
$0
$17.5 Million 2.37% of portfolio
213,427
Q2 2025 Reduced 2.81%
$0
$17.2 Million 2.32% of portfolio
406,639
Q2 2025 Added 1,141.84%
$0
$16.8 Million 2.28% of portfolio
724,791
Q2 2025 Reduced 2.44%
$0
$16.9 Million 2.28% of portfolio
425,956
Q2 2025 Added 3.47%
$3.69T
$14 Million 1.89% of portfolio
68,081
Q2 2025 Reduced 6.09%
$0
$13.9 Million 1.88% of portfolio
133,315
Q2 2025 Added 3.92%
$3.95T
$13.6 Million 1.84% of portfolio
27,385
Q2 2025 Reduced 1.91%
$456B
$11.9 Million 1.61% of portfolio
75,405
Q2 2025 Reduced 5.21%
$0
$11.6 Million 1.57% of portfolio
230,612
Q2 2025 Added 20.39%
$0
$11.4 Million 1.55% of portfolio
18,415
Q2 2025 Added 2.89%
$0
$11.1 Million 1.51% of portfolio
122,252
Q2 2025 Added 2.3%
$0
$10.5 Million 1.42% of portfolio
430,465
Q2 2025 Reduced 8.66%
$0
$7.36 Million 0.99% of portfolio
129,086
Q2 2025 Reduced 0.12%
$0
$6.73 Million 0.91% of portfolio
15,347
Q2 2025 Added 11.06%
$1.78T
$5.9 Million 0.8% of portfolio
7,997
Q2 2025 Reduced 10.92%
$0
$5.83 Million 0.79% of portfolio
52,017
Q2 2025 Added 3.57%
$2.26T
$5.88 Million 0.79% of portfolio
26,810
Q2 2025 Reduced 4.95%
$0
$5.64 Million 0.76% of portfolio
305,488
Q2 2025 Reduced 2.58%
$1.08T
$5.53 Million 0.75% of portfolio
17,407
Q2 2025 Added 4.42%
$0
$4.77 Million 0.64% of portfolio
7,723
Q2 2025 Added 9.86%
$0
$4.4 Million 0.59% of portfolio
63,670
Q2 2025 Reduced 3.66%
$551B
$4.32 Million 0.58% of portfolio
12,170
Q2 2025 Reduced 0.02%
$152B
$4.22 Million 0.57% of portfolio
15,127
Q2 2025 Reduced 2.39%
$859B
$4.07 Million 0.55% of portfolio
14,042
Q2 2025 Added 1.04%
$0
$4 Million 0.54% of portfolio
7,046
Q2 2025 Reduced 15.06%
$621B
$3.18 Million 0.43% of portfolio
6,541
Q2 2025 Reduced 0.17%
$0
$3.07 Million 0.42% of portfolio
10,988
Q2 2025 Added 1.98%
$0
$3.03 Million 0.41% of portfolio
108,164
Q2 2025 Reduced 2.39%
$1.21T
$3.06 Million 0.41% of portfolio
17,350
Q2 2025 Added 4.12%
$0
$2.84 Million 0.38% of portfolio
6,696
Q2 2025 Reduced 13.51%
$0
$2.49 Million 0.34% of portfolio
4,520
Q2 2025 Reduced 10.57%
$0
$2.54 Million 0.34% of portfolio
96,010
Q2 2025 Added 25.25%
$127B
$2.52 Million 0.34% of portfolio
9,140
Q2 2025 Added 0.62%
$0
$2.41 Million 0.33% of portfolio
37,896
Q2 2025 Reduced 2.29%
$0
$2.27 Million 0.31% of portfolio
10,522
Q2 2025 Reduced 12.85%
$0
$2.23 Million 0.3% of portfolio
23,753
Q2 2025 Reduced 1.36%
$70.9B
$2.24 Million 0.3% of portfolio
24,631
Q2 2025 Reduced 1.35%
$0
$2.24 Million 0.3% of portfolio
28,936
Q2 2025 Reduced 0.78%
$0
$2.25 Million 0.3% of portfolio
88,818
Q2 2025 Reduced 9.81%
$0
$2.14 Million 0.29% of portfolio
3,777
Q2 2025 Reduced 6.0%

Summary

  • Portfolio
  • No. of Stocks 228
  • Current Value $740 Million
  • Prior Value $660 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 19 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 109 stocks
Track This Portfolio

Track Revolve Wealth Partners, LLC Portfolio

Follow Revolve Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Revolve Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Revolve Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email