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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$14 Million 1.89% of portfolio
68,081
Q2 2025 Reduced 6.09%
$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%
$1.78T
$5.9 Million 0.8% of portfolio
7,997
Q2 2025 Reduced 10.92%
$2.26T
$5.88 Million 0.79% of portfolio
26,810
Q2 2025 Reduced 4.95%
$1.08T
$5.53 Million 0.75% of portfolio
17,407
Q2 2025 Added 4.42%
$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%
$621B
$3.18 Million 0.43% of portfolio
6,541
Q2 2025 Reduced 0.17%
$1.21T
$3.06 Million 0.41% of portfolio
17,350
Q2 2025 Added 4.12%
$127B
$2.52 Million 0.34% of portfolio
9,140
Q2 2025 Added 0.62%
$70.9B
$2.24 Million 0.3% of portfolio
24,631
Q2 2025 Reduced 1.35%
$71.7B
$2.11 Million 0.28% of portfolio
2,650
Q2 2025 Added 0.11%
$548B
$2.03 Million 0.27% of portfolio
3,607
Q2 2025 Added 0.11%
$1.24T
$1.81 Million 0.24% of portfolio
10,201
Q2 2025 Reduced 5.13%
$3.49B
$1.44 Million 0.19% of portfolio
228,823
Q2 2025 Added 0.03%
$351B
$1.37 Million 0.19% of portfolio
7,405
Q2 2025 Reduced 1.89%
$684B
$1.25 Million 0.17% of portfolio
5,701
Q2 2025 Added 0.39%
$608B
$1.19 Million 0.16% of portfolio
1,530
Q2 2025 Reduced 5.2%
$439B
$1.21 Million 0.16% of portfolio
1,220
Q2 2025 Reduced 3.94%
$66.5B
$1.2 Million 0.16% of portfolio
12,117
Q2 2025 Added 30.04%
$182B
$1.17 Million 0.16% of portfolio
12,533
Q2 2025 Reduced 12.91%
$169B
$1.13 Million 0.15% of portfolio
2,080
Q2 2025 Reduced 2.53%
$442B
$1 Million 0.14% of portfolio
9,314
Q2 2025 Reduced 0.98%
$245B
$1.07 Million 0.14% of portfolio
3,431
Q2 2025 Reduced 10.51%
$452B
$1.05 Million 0.14% of portfolio
6,902
Q2 2025 Reduced 22.53%
$282B
$1.07 Million 0.14% of portfolio
7,541
Q2 2025 Reduced 7.05%
$172B
$932,000 0.13% of portfolio
907
Q2 2025 Reduced 1.73%
$405B
$970,000 0.13% of portfolio
2,648
Q2 2025 Added 6.39%
$281B
$961,000 0.13% of portfolio
9,830
Q2 2025 Added 1.06%
$368B
$952,000 0.13% of portfolio
5,977
Q2 2025 Reduced 8.71%
$178B
$920,000 0.12% of portfolio
7,980
Q2 2025 Reduced 38.74%
$123B
$907,000 0.12% of portfolio
6,068
Q2 2025 Reduced 15.91%
$367B
$885,000 0.12% of portfolio
6,493
Q2 2025 Reduced 1.58%
$229B
$751,000 0.1% of portfolio
5,144
Q2 2025 Added 1.22%
$210B
$727,000 0.1% of portfolio
2,467
Q2 2025 Added 15.01%
$381B
$645,000 0.09% of portfolio
13,633
Q2 2025 Reduced 3.53%
$201B
$676,000 0.09% of portfolio
859
Q2 2025 Added 4.0%
$293B
$638,000 0.09% of portfolio
9,207
Q2 2025 Reduced 0.94%
$306B
$642,000 0.09% of portfolio
9,087
Q2 2025 Added 3.47%
$64.2B
$577,000 0.08% of portfolio
2,048
Q1 2025 Added 2.45%
$222B
$602,000 0.08% of portfolio
2,062
Q2 2025 Added 0.1%
$254B
$559,000 0.08% of portfolio
790
Q2 2025 Reduced 11.14%
$75.3B
$620,000 0.08% of portfolio
19,031
Q2 2025 Added 18.63%
$232B
$574,000 0.08% of portfolio
2,106
Q2 2025 Added 8.22%
$306B
$586,000 0.08% of portfolio
2,280
Q2 2025 Reduced 3.72%
$207B
$590,000 0.08% of portfolio
4,758
Q2 2025 Reduced 6.87%
$146B
$567,000 0.08% of portfolio
2,437
Q2 2025 Added 2.14%

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
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