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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$119 Million 16.13% of portfolio
392,681
Q2 2025 Added 5.31%
$0
$48.5 Million 6.55% of portfolio
580,816
Q2 2025 Reduced 1.92%
$0
$37.7 Million 5.1% of portfolio
1,352,846
Q2 2025 Reduced 1.48%
$0
$29.3 Million 3.97% of portfolio
1,184,208
Q2 2025 Reduced 3.57%
$0
$26.4 Million 3.57% of portfolio
406,828
Q2 2025 Added 8.14%
$0
$25.1 Million 3.39% of portfolio
776,052
Q2 2025 Added 7.45%
$0
$23.8 Million 3.22% of portfolio
366,072
Q2 2025 Added 11.02%
$0
$20.9 Million 2.82% of portfolio
945,290
Q2 2025 Added 4.65%
$0
$18.4 Million 2.49% of portfolio
412,345
Q2 2025 Reduced 2.75%
$0
$17.5 Million 2.37% of portfolio
213,427
Q2 2025 Reduced 2.81%
$0
$17.2 Million 2.32% of portfolio
406,639
Q2 2025 Added 1,141.84%
$0
$16.8 Million 2.28% of portfolio
724,791
Q2 2025 Reduced 2.44%
$0
$16.9 Million 2.28% of portfolio
425,956
Q2 2025 Added 3.47%
$0
$13.9 Million 1.88% of portfolio
133,315
Q2 2025 Added 3.92%
$0
$13.2 Million 1.78% of portfolio
450,756
Q2 2025 Reduced 7.93%
$0
$11.6 Million 1.57% of portfolio
230,612
Q2 2025 Added 20.39%
$0
$11.1 Million 1.51% of portfolio
122,252
Q2 2025 Added 2.3%
$0
$10.5 Million 1.42% of portfolio
430,465
Q2 2025 Reduced 8.66%
$0
$7.36 Million 0.99% of portfolio
129,086
Q2 2025 Reduced 0.12%
$0
$6.73 Million 0.91% of portfolio
15,347
Q2 2025 Added 11.06%
$0
$5.83 Million 0.79% of portfolio
52,017
Q2 2025 Added 3.57%
$0
$5.64 Million 0.76% of portfolio
305,488
Q2 2025 Reduced 2.58%
$0
$4.77 Million 0.64% of portfolio
7,723
Q2 2025 Added 9.86%
$0
$4.4 Million 0.59% of portfolio
63,670
Q2 2025 Reduced 3.66%
$0
$4 Million 0.54% of portfolio
7,046
Q2 2025 Reduced 15.06%
$0
$3.07 Million 0.42% of portfolio
10,988
Q2 2025 Added 1.98%
$0
$3.03 Million 0.41% of portfolio
108,164
Q2 2025 Reduced 2.39%
$0
$2.84 Million 0.38% of portfolio
6,696
Q2 2025 Reduced 13.51%
$0
$2.49 Million 0.34% of portfolio
4,520
Q2 2025 Reduced 10.57%
$0
$2.54 Million 0.34% of portfolio
96,010
Q2 2025 Added 25.25%
$0
$2.41 Million 0.33% of portfolio
37,896
Q2 2025 Reduced 2.29%
$0
$2.27 Million 0.31% of portfolio
10,522
Q2 2025 Reduced 12.85%
$0
$2.23 Million 0.3% of portfolio
23,753
Q2 2025 Reduced 1.36%
$0
$2.24 Million 0.3% of portfolio
28,936
Q2 2025 Reduced 0.78%
$0
$2.25 Million 0.3% of portfolio
88,818
Q2 2025 Reduced 9.81%
$0
$2.14 Million 0.29% of portfolio
3,777
Q2 2025 Reduced 6.0%
$0
$2.18 Million 0.29% of portfolio
19,922
Q2 2025 Reduced 0.31%
$0
$2.04 Million 0.28% of portfolio
8,598
Q2 2025 Reduced 4.72%
$0
$2.08 Million 0.28% of portfolio
17,896
Q2 2025 Added 3.37%
$0
$2.02 Million 0.27% of portfolio
32,493
Q2 2025 Reduced 0.16%
$0
$1.84 Million 0.25% of portfolio
43,879
Q2 2025 Added 0.43%
$0
$1.5 Million 0.2% of portfolio
28,716
Q2 2025 Added 15.78%
$0
$1.45 Million 0.2% of portfolio
21,461
Q2 2025 Reduced 1.86%
$0
$1.32 Million 0.18% of portfolio
8,051
Q2 2025 Added 11.05%
$0
$1.25 Million 0.17% of portfolio
30,786
Q2 2025 Added 1.19%
$0
$1.29 Million 0.17% of portfolio
17,329
Q2 2025 Reduced 0.69%
$0
$1.18 Million 0.16% of portfolio
40,183
Q2 2025 Added 79.71%
$0
$1.16 Million 0.16% of portfolio
23,640
Q2 2025 Reduced 25.35%
$0
$1.19 Million 0.16% of portfolio
24,482
Q2 2025 Added 3.15%

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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