Revolve Wealth Partners, LLC Portfolio Holdings

Revolve Wealth Partners, LLC

  • $800 Million
  • Q3 2025

Revolve Wealth Partners, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $800 Million distributed in 232 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 $128M, Ishares Tr with a value of $50.7M, Ea Ser Tr Alpha Architect Intl with a value of $42.2M, Ea Series Trust Sparkline Inta with a value of $27.8M, and Spdr Nuveen Bloomberg High Yie with a value of $27.6M.

Examining the 13F form we can see an increase of $60.6M in the current position value, from $740M to 800M.

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

Portfolio value $800 Million
ETFs: $640 Million
Technology: $67.7 Million
Financial Services: $20.5 Million
Consumer Cyclical: $19.2 Million
Communication Services: $16.8 Million
Healthcare: $15.8 Million
Consumer Defensive: $6.73 Million
Industrials: $5.78 Million
Other: $6.81 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$128 Million 16.03% of portfolio
391,033
Q3 2025 Reduced 0.42%
$0
$50.7 Million 6.34% of portfolio
580,822
Q3 2025 Added 0.0%
$0
$42.2 Million 5.28% of portfolio
1,399,493
Q3 2025 Added 3.45%
$0
$27.8 Million 3.47% of portfolio
799,798
Q3 2025 Added 3.06%
$0
$27.6 Million 3.45% of portfolio
1,108,013
Q3 2025 Reduced 6.43%
$0
$27.3 Million 3.42% of portfolio
424,355
Q3 2025 Added 4.31%
$0
$26.2 Million 3.28% of portfolio
381,901
Q3 2025 Added 4.32%
$0
$24.1 Million 3.01% of portfolio
1,033,860
Q3 2025 Added 9.37%
$0
$19.2 Million 2.4% of portfolio
421,438
Q3 2025 Added 2.21%
$4.32T
$19.1 Million 2.38% of portfolio
74,815
Q3 2025 Added 9.89%
$0
$18.3 Million 2.29% of portfolio
459,464
Q3 2025 Added 7.87%
$0
$18.2 Million 2.27% of portfolio
208,829
Q3 2025 Reduced 2.15%
$0
$17.7 Million 2.21% of portfolio
753,124
Q3 2025 Added 3.91%
$0
$17.6 Million 2.2% of portfolio
411,245
Q3 2025 Added 1.13%
$0
$16.3 Million 2.04% of portfolio
320,604
Q3 2025 Added 39.02%
$0
$15.1 Million 1.89% of portfolio
142,195
Q3 2025 Added 6.66%
$477B
$14.4 Million 1.8% of portfolio
77,183
Q3 2025 Added 2.36%
$0
$14.3 Million 1.79% of portfolio
448,374
Q3 2025 Reduced 0.53%
$0
$13 Million 1.63% of portfolio
130,878
Q3 2025 Added 7.06%
$0
$13 Million 1.63% of portfolio
19,438
Q3 2025 Added 5.56%
$0
$11.3 Million 1.41% of portfolio
428,227
Q3 2025 Reduced 0.52%
$0
$8.03 Million 1.0% of portfolio
133,949
Q3 2025 Added 3.77%
$0
$7.24 Million 0.9% of portfolio
15,089
Q3 2025 Reduced 1.68%
$1.43T
$6.93 Million 0.87% of portfolio
15,578
Q3 2025 Reduced 10.51%
$1.65T
$6.48 Million 0.81% of portfolio
8,828
Q3 2025 Added 10.39%
$0
$5.93 Million 0.74% of portfolio
319,158
Q3 2025 Added 4.47%
$2.31T
$5.93 Million 0.74% of portfolio
27,018
Q3 2025 Added 0.78%
$0
$5.88 Million 0.73% of portfolio
51,622
Q3 2025 Reduced 0.76%
$0
$5.1 Million 0.64% of portfolio
7,652
Q3 2025 Reduced 0.92%
$0
$4.68 Million 0.58% of portfolio
63,696
Q3 2025 Added 0.04%
$892B
$4.47 Million 0.56% of portfolio
14,165
Q3 2025 Added 0.88%
$1.5T
$4.37 Million 0.55% of portfolio
17,981
Q3 2025 Added 3.64%
$569B
$4.09 Million 0.51% of portfolio
11,979
Q3 2025 Reduced 1.57%
$156B
$4.08 Million 0.51% of portfolio
14,461
Q3 2025 Reduced 4.4%
$0
$3.91 Million 0.49% of portfolio
6,392
Q3 2025 Reduced 9.28%
$646B
$3.31 Million 0.41% of portfolio
6,590
Q3 2025 Added 0.75%
$0
$3.2 Million 0.4% of portfolio
107,906
Q3 2025 Reduced 0.24%
$147B
$3.1 Million 0.39% of portfolio
9,410
Q3 2025 Added 2.95%
$0
$3.14 Million 0.39% of portfolio
10,681
Q3 2025 Reduced 2.79%
$0
$2.93 Million 0.37% of portfolio
12,101
Q3 2025 Added 15.01%
$0
$2.58 Million 0.32% of portfolio
5,498
Q3 2025 Reduced 17.89%
$0
$2.55 Million 0.32% of portfolio
37,523
Q3 2025 Reduced 0.98%
$0
$2.52 Million 0.32% of portfolio
4,204
Q3 2025 Reduced 6.99%
$0
$2.6 Million 0.32% of portfolio
95,141
Q3 2025 Reduced 0.91%
$1.64T
$2.59 Million 0.32% of portfolio
10,637
Q3 2025 Added 4.27%
$0
$2.49 Million 0.31% of portfolio
89,366
Q3 2025 Added 0.62%
$0
$2.39 Million 0.3% of portfolio
28,954
Q3 2025 Added 0.06%
$0
$2.36 Million 0.29% of portfolio
19,856
Q3 2025 Reduced 0.33%
$0
$2.29 Million 0.29% of portfolio
22,977
Q3 2025 Reduced 3.27%

Summary

  • Portfolio
  • No. of Stocks 232
  • Current Value $800 Million
  • Prior Value $740 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 20 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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