Revolve Wealth Partners, LLC Reduced Holdings in Q4 2025

Revolve Wealth Partners, LLC

  • $807 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-1.9K
- 9.75%
$656.2 - $690.71 $1.24M - $1.31M
17.5K $11.8M
MSFT
Microsoft Corp

Technology
-1.68K
- 5.88%
$496.82 - $542.07 $836K - $912K
27K $13.7M
NVDA
Nvidia Corp

Technology
-5.74K
- 7.44%
$179.83 - $207.04 $1.03M - $1.19M
71.4K $13.3M
HYD
Vaneck High Yield Muni ETF

ETFs
-19.4K
- 6.04%
$50.62 - $51.21 $980K - $992K
301K $15.3M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-45.3K
- 4.09%
$24.85 - $25.28 $1.13M - $1.15M
1.06M $26.6M
VTI
Vanguard Total Stock Market Et

ETFs
-4.7K
- 1.2%
$321.8 - $337.95 $1.51M - $1.59M
386K $127M
TSLA
Tesla, Inc.

Consumer Cyclical
-712
- 4.57%
$401.99 - $468.37 $286K - $333K
14.9K $6.08M
CL
Colgate Palmolive CO

Consumer Defensive
-8.45K
- 34.53%
$74.98 - $79.86 $634K - $675K
16K $1.26M
SPY
Spdr S&P 500 ETF Trust

ETFs
-870
- 11.37%
$653.02 - $687.39 $568K - $598K
6.78K $4.51M
IWM
Ishares Russell 2000 ETF

ETFs
-2.01K
- 16.63%
$236.79 - $250.33 $476K - $504K
10.1K $2.4M
IWR
Ishares Russell Mid Cap ETF

ETFs
-3.86K
- 53.44%
$94.02 - $97.61 $363K - $376K
3.36K $317K
V
Visa Inc.

Financial Services
-245
- 2.05%
$325.75 - $352.42 $79.8K - $86.3K
11.7K $3.82M
JPM
Jpmorgan Chase & CO

Financial Services
-42
- 0.3%
$294.11 - $320.41 $12.4K - $13.5K
14.1K $4.24M
MA
Mastercard Inc

Financial Services
-202
- 5.57%
$536.85 - $580.45 $108K - $117K
3.42K $1.84M
BX
Blackstone Inc.

Financial Services
-244
- 4.18%
$138.42 - $168.45 $33.8K - $41.1K
5.6K $775K
HD
Home Depot, Inc.

Consumer Cyclical
-217
- 7.99%
$358.03 - $397.02 $77.7K - $86.2K
2.5K $894K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-363
- 8.63%
$589.5 - $635.77 $214K - $231K
3.84K $2.32M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-5.43K
- 39.48%
$37.0 - $39.93 $201K - $217K
8.33K $323K
MCD
Mcdonalds Corp

Consumer Cyclical
-578
- 27.96%
$293.81 - $310.11 $170K - $179K
1.49K $453K
VB
Vanguard Small Cap ETF

ETFs
-530
- 5.94%
$248.1 - $260.08 $131K - $138K
8.4K $2.1M
UBER
Uber Technologies, Inc

Technology
-1.11K
- 10.62%
$91.62 - $100.1 $101K - $111K
9.3K $852K
APP
App Lovin Corp

Technology
-11
- 1.15%
$552.64 - $704.09 $6.08K - $7.74K
944 $526K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.88K
- 5.79%
$63.25 - $66.24 $119K - $124K
30.5K $1.96M
VO
Vanguard Mid Cap ETF

ETFs
-128
- 1.2%
$286.27 - $296.23 $36.6K - $37.9K
10.6K $3.03M
UNH
Unitedhealth Group Inc

Healthcare
-48
- 1.34%
$320.52 - $369.92 $15.4K - $17.8K
3.54K $1.13M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-546
- 2.75%
$114.27 - $121.15 $62.4K - $66.1K
19.3K $2.26M
PG
Procter & Gamble CO

Consumer Defensive
-372
- 6.32%
$145.5 - $153.18 $54.1K - $57K
5.51K $803K
AAPL
Apple Inc.

Technology
-3.94K
- 5.27%
$245.27 - $275.25 $967K - $1.09M
70.9K $19M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.38K
- 1.27%
$28.9 - $30.17 $39.7K - $41.5K
107K $3.11M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-4
- 0.03%
$127.26 - $142.72 $509 - $571
11.6K $1.51M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-246
- 26.91%
$358.39 - $376.54 $88.2K - $92.6K
668 $245K
IWP
Ishares Russell Mid Cap Growth

ETFs
-324
- 4.4%
$136.84 - $145.3 $44.3K - $47.1K
7.05K $964K
IWS
Ishares Russell Midcap Value E

ETFs
-486
- 7.55%
$135.66 - $140.93 $65.9K - $68.5K
5.95K $820K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-192
- 3.49%
$459.47 - $491.71 $88.2K - $94.4K
5.31K $2.5M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-1.87K
- 4.8%
$30.55 - $32.35 $57K - $60.3K
37K $1.16M
SCHW
Schwab Charles Corp

Financial Services
-685
- 25.43%
$91.91 - $97.71 $63K - $66.9K
2.01K $184K
COST
Costco Wholesale Corp

Consumer Defensive
-61
- 5.05%
$910.94 - $954.99 $55.6K - $58.3K
1.15K $1.05M
DIS
Walt Disney CO

Communication Services
-195
- 4.05%
$105.69 - $116.65 $20.6K - $22.7K
4.62K $488K
T
At&T Inc.

Communication Services
-563
- 3.26%
$24.44 - $27.55 $13.8K - $15.5K
16.7K $425K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-352
- 14.64%
$161.21 - $171.97 $56.7K - $60.5K
2.05K $338K
GE
General Electric CO

Industrials
-157
- 6.8%
$291.49 - $314.28 $45.8K - $49.3K
2.15K $646K
IEMG
Ishares Inc

ETFs
-884
- 10.7%
N/A
7.38K $395K
PM
Philip Morris International Inc.

Consumer Defensive
-150
- 5.89%
$144.33 - $160.86 $21.6K - $24.1K
2.4K $366K
HON
Honeywell International Inc

Industrials
-59
- 2.5%
$194.07 - $220.67 $11.5K - $13K
2.3K $450K
PFE
Pfizer Inc

Healthcare
-1.56K
- 10.44%
$24.23 - $27.37 $37.8K - $42.7K
13.4K $335K
EQIX
Equinix Inc

Real Estate
-66
- 2.68%
$772.6 - $846.01 $51K - $55.8K
2.4K $1.88M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-156
- 0.17%
$27.17 - $28.65 $4.24K - $4.47K
89.2K $2.45M
APD
Air Products & Chemicals, Inc.

Basic Materials
-65
- 3.23%
$237.56 - $271.47 $15.4K - $17.6K
1.95K $505K
VZ
Verizon Communications Inc

Communication Services
-395
- 4.55%
$38.4 - $43.83 $15.2K - $17.3K
8.28K $339K
Activity Summary
Buys All Purchases 105 New Holdings 10 Increased Positions 95 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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