Revolve Wealth Partners, LLC Portfolio Holdings

Revolve Wealth Partners, LLC

  • $660 Million
  • Q1 2025

Revolve Wealth Partners, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $660 Million distributed in 225 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 $102M, Ishares Tr with a value of $45.2M, Ea Ser Tr Alpha Architect Intl with a value of $35.3M, Spdr Nuveen Bloomberg High Yie with a value of $30.9M, and Ea Ser Tr Momentumshares U S Q with a value of $21.7M.

Examining the 13F form we can see an increase of $18.6M in the current position value, from $642M to 660M.

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

Portfolio value $660 Million
ETFs: $530 Million
Technology: $50.1 Million
Financial Services: $18.3 Million
Healthcare: $16.6 Million
Consumer Cyclical: $12.9 Million
Communication Services: $12.4 Million
Consumer Defensive: $7 Million
Industrials: $4.89 Million
Other: $6.62 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$102 Million 15.44% of portfolio
372,886
Q1 2025 Reduced 0.26%
$0
$45.2 Million 6.85% of portfolio
592,187
Q1 2025 Added 7.34%
$0
$35.3 Million 5.34% of portfolio
1,373,167
Q1 2025 Added 9.5%
$0
$30.9 Million 4.69% of portfolio
1,227,999
Q1 2025 Added 11.93%
$0
$21.7 Million 3.29% of portfolio
376,198
Q1 2025 Added 1.55%
$0
$21.5 Million 3.25% of portfolio
722,212
Q1 2025 Added 1.65%
$0
$21 Million 3.17% of portfolio
329,745
Q1 2025 Added 9.52%
$0
$19.1 Million 2.89% of portfolio
424,019
Q1 2025 Added 2.21%
$0
$18 Million 2.73% of portfolio
903,329
Q1 2025 Added 9.81%
$0
$17.2 Million 2.61% of portfolio
219,598
Q1 2025 Added 0.5%
$0
$17.2 Million 2.6% of portfolio
742,926
Q1 2025 Added 1.04%
$3.36T
$16.1 Million 2.44% of portfolio
72,496
Q1 2025 Added 8.43%
$0
$14.8 Million 2.25% of portfolio
411,688
Q1 2025 Added 10.29%
$0
$13.5 Million 2.04% of portfolio
128,290
Q1 2025 Added 3.3%
$0
$12.2 Million 1.86% of portfolio
489,573
Q1 2025 Added 1.71%
$2.92T
$10.5 Million 1.59% of portfolio
27,917
Q1 2025 Added 0.84%
$0
$10.3 Million 1.57% of portfolio
471,280
Q1 2025 Added 1.3%
$0
$9.99 Million 1.51% of portfolio
17,898
Q1 2025 Reduced 0.86%
$0
$9.78 Million 1.48% of portfolio
191,556
Q1 2025 Added 0.23%
$277B
$8.62 Million 1.31% of portfolio
79,546
Q1 2025 Added 5.82%
$0
$6.62 Million 1.0% of portfolio
129,247
Q1 2025 Added 4.67%
$0
$5.66 Million 0.86% of portfolio
313,567
Q1 2025 Reduced 0.16%
$1.93T
$5.37 Million 0.81% of portfolio
28,207
Q1 2025 Added 12.63%
$0
$5.12 Million 0.78% of portfolio
13,819
Q1 2025 Reduced 0.41%
$1.23T
$5.18 Million 0.78% of portfolio
8,977
Q1 2025 Reduced 5.07%
$0
$5.06 Million 0.77% of portfolio
50,224
Q1 2025 Reduced 0.38%
$150B
$4.83 Million 0.73% of portfolio
15,497
Q1 2025 Reduced 5.06%
$548B
$4.27 Million 0.65% of portfolio
12,172
Q1 2025 Added 3.06%
$900B
$4.32 Million 0.65% of portfolio
16,670
Q1 2025 Added 213.52%
$0
$4.24 Million 0.64% of portfolio
8,295
Q1 2025 Added 78.27%
$0
$4.13 Million 0.63% of portfolio
66,088
Q1 2025 Added 1.29%
$0
$3.93 Million 0.6% of portfolio
7,030
Q1 2025 Reduced 0.06%
$714B
$3.41 Million 0.52% of portfolio
13,897
Q1 2025 Added 15.84%
$685B
$3.44 Million 0.52% of portfolio
6,552
Q1 2025 Added 2.2%
$0
$2.9 Million 0.44% of portfolio
110,817
Q1 2025 Reduced 3.64%
$0
$2.79 Million 0.42% of portfolio
7,742
Q1 2025 Added 20.09%
$0
$2.77 Million 0.42% of portfolio
10,775
Q1 2025 Reduced 2.21%
$967B
$2.57 Million 0.39% of portfolio
16,663
Q1 2025 Added 11.61%
$0
$2.42 Million 0.37% of portfolio
12,073
Q1 2025 Reduced 1.31%
$0
$2.37 Million 0.36% of portfolio
5,054
Q1 2025 Reduced 3.86%
$0
$2.31 Million 0.35% of portfolio
38,783
Q1 2025 Added 0.15%
$78.3B
$2.34 Million 0.35% of portfolio
24,968
Q1 2025 Reduced 2.77%
$0
$2.31 Million 0.35% of portfolio
98,477
Q1 2025 Reduced 1.57%
$76.3B
$2.16 Million 0.33% of portfolio
2,647
Q1 2025 New
$3.03B
$2.09 Million 0.32% of portfolio
228,754
Q4 2024 New
$0
$2.11 Million 0.32% of portfolio
76,657
Q1 2025 Reduced 0.04%
$0
$2.14 Million 0.32% of portfolio
4,018
Q1 2025 Reduced 0.12%
$0
$2.05 Million 0.31% of portfolio
29,163
Q1 2025 Added 0.28%
$0
$2.08 Million 0.31% of portfolio
19,984
Q1 2025 Reduced 0.66%

Summary

  • Portfolio
  • No. of Stocks 225
  • Current Value $660 Million
  • Prior Value $642 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 25 stocks
  • Additional Purchases 130 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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