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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$16.1 Million 2.44% of portfolio
72,496
Q1 2025 Added 8.43%
$3.77T
$10.5 Million 1.59% of portfolio
27,917
Q1 2025 Added 0.84%
$416B
$8.62 Million 1.31% of portfolio
79,546
Q1 2025 Added 5.82%
$2.32T
$5.37 Million 0.81% of portfolio
28,207
Q1 2025 Added 12.63%
$1.58T
$5.18 Million 0.78% of portfolio
8,977
Q1 2025 Reduced 5.07%
$164B
$4.83 Million 0.73% of portfolio
15,497
Q1 2025 Reduced 5.06%
$575B
$4.27 Million 0.65% of portfolio
12,172
Q1 2025 Added 3.06%
$1.05T
$4.32 Million 0.65% of portfolio
16,670
Q1 2025 Added 213.52%
$855B
$3.41 Million 0.52% of portfolio
13,897
Q1 2025 Added 15.84%
$622B
$3.44 Million 0.52% of portfolio
6,552
Q1 2025 Added 2.2%
$1.14T
$2.57 Million 0.39% of portfolio
16,663
Q1 2025 Added 11.61%
$74B
$2.34 Million 0.35% of portfolio
24,968
Q1 2025 Reduced 2.77%
$72.9B
$2.16 Million 0.33% of portfolio
2,647
Q1 2025 New
$3.01B
$2.09 Million 0.32% of portfolio
228,754
Q4 2024 New
$267B
$2.01 Million 0.3% of portfolio
3,834
Q1 2025 Reduced 4.6%
$533B
$1.97 Million 0.3% of portfolio
3,603
Q1 2025 Added 4.65%
$331B
$1.58 Million 0.24% of portfolio
7,548
Q1 2025 Added 3.7%
$113B
$1.52 Million 0.23% of portfolio
9,084
Q1 2025 Added 13.59%
$439B
$1.48 Million 0.22% of portfolio
8,909
Q1 2025 Added 5.11%
$738B
$1.33 Million 0.2% of portfolio
1,614
Q1 2025 Added 9.72%
$147B
$1.26 Million 0.19% of portfolio
13,027
Q1 2025 Added 58.69%
$417B
$1.2 Million 0.18% of portfolio
1,270
Q1 2025 Added 13.09%
$452B
$1.12 Million 0.17% of portfolio
9,406
Q1 2025 Added 10.95%
$375B
$1.12 Million 0.17% of portfolio
6,547
Q1 2025 Added 6.11%
$181B
$1.06 Million 0.16% of portfolio
2,134
Q1 2025 Added 86.54%
$182B
$1.05 Million 0.16% of portfolio
14,391
Q1 2025 Reduced 7.53%
$530B
$998,000 0.15% of portfolio
1,071
Q1 2025 Added 4.69%
$120B
$1.01 Million 0.15% of portfolio
7,216
Q1 2025 Added 8.9%
$380B
$912,000 0.14% of portfolio
2,489
Q1 2025 Added 6.1%
$250B
$833,000 0.13% of portfolio
8,113
Q1 2025 Reduced 2.05%
$260B
$853,000 0.13% of portfolio
9,727
Q1 2025 Added 9.92%
$642B
$793,000 0.12% of portfolio
5,679
Q1 2025 Added 4.82%
$194B
$734,000 0.11% of portfolio
923
Q1 2025 Added 8.72%
$219B
$673,000 0.1% of portfolio
5,082
Q1 2025 Added 4.29%
$220B
$643,000 0.1% of portfolio
2,060
Q1 2025 Added 6.08%
$301B
$628,000 0.1% of portfolio
8,782
Q1 2025 Reduced 0.15%
$36.1B
$565,000 0.09% of portfolio
5,700
Q1 2025 Added 0.99%
$280B
$573,000 0.09% of portfolio
9,294
Q1 2025 Added 1.51%
$66.1B
$603,000 0.09% of portfolio
2,048
Q1 2025 Added 2.45%
$383B
$589,000 0.09% of portfolio
14,132
Q1 2025 Added 1.73%
$60.5B
$611,000 0.09% of portfolio
9,318
Q1 2025 Reduced 7.69%
$216B
$507,000 0.08% of portfolio
826
Q1 2025 Added 1.6%
$253B
$533,000 0.08% of portfolio
2,145
Q1 2025 Added 8.22%
$159B
$505,000 0.08% of portfolio
2,386
Q1 2025 Added 1.27%
$65.2B
$510,000 0.08% of portfolio
7,715
Q4 2024 Added 0.04%
$221B
$504,000 0.08% of portfolio
5,109
Q1 2025 Added 5.82%
$173B
$543,000 0.08% of portfolio
1,416
Q1 2025 Added 8.51%
$264B
$522,000 0.08% of portfolio
1,946
Q1 2025 Added 6.51%
$294B
$540,000 0.08% of portfolio
3,232
Q1 2025 Added 8.31%

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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