Revolve Wealth Partners, LLC Portfolio Holdings

Revolve Wealth Partners, LLC

  • $800 Million
  • Q3 2025

Revolve Wealth Partners, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $800 Million distributed in 232 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 $128M, Ishares Tr with a value of $50.7M, Ea Ser Tr Alpha Architect Intl with a value of $42.2M, Ea Series Trust Sparkline Inta with a value of $27.8M, and Spdr Nuveen Bloomberg High Yie with a value of $27.6M.

Examining the 13F form we can see an increase of $60.6M in the current position value, from $740M to 800M.

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

Portfolio value $800 Million
ETFs: $640 Million
Technology: $67.7 Million
Financial Services: $20.5 Million
Consumer Cyclical: $19.2 Million
Communication Services: $16.8 Million
Healthcare: $15.8 Million
Consumer Defensive: $6.73 Million
Industrials: $5.78 Million
Other: $6.81 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$128 Million 16.03% of portfolio
391,033
Q3 2025 Reduced 0.42%
$0
$50.7 Million 6.34% of portfolio
580,822
Q3 2025 Added 0.0%
$0
$42.2 Million 5.28% of portfolio
1,399,493
Q3 2025 Added 3.45%
$0
$27.8 Million 3.47% of portfolio
799,798
Q3 2025 Added 3.06%
$0
$27.6 Million 3.45% of portfolio
1,108,013
Q3 2025 Reduced 6.43%
$0
$27.3 Million 3.42% of portfolio
424,355
Q3 2025 Added 4.31%
$0
$26.2 Million 3.28% of portfolio
381,901
Q3 2025 Added 4.32%
$0
$24.1 Million 3.01% of portfolio
1,033,860
Q3 2025 Added 9.37%
$0
$19.2 Million 2.4% of portfolio
421,438
Q3 2025 Added 2.21%
$0
$18.3 Million 2.29% of portfolio
459,464
Q3 2025 Added 7.87%
$0
$18.2 Million 2.27% of portfolio
208,829
Q3 2025 Reduced 2.15%
$0
$17.7 Million 2.21% of portfolio
753,124
Q3 2025 Added 3.91%
$0
$17.6 Million 2.2% of portfolio
411,245
Q3 2025 Added 1.13%
$0
$16.3 Million 2.04% of portfolio
320,604
Q3 2025 Added 39.02%
$0
$15.1 Million 1.89% of portfolio
142,195
Q3 2025 Added 6.66%
$0
$14.3 Million 1.79% of portfolio
448,374
Q3 2025 Reduced 0.53%
$0
$13 Million 1.63% of portfolio
19,438
Q3 2025 Added 5.56%
$0
$11.3 Million 1.41% of portfolio
428,227
Q3 2025 Reduced 0.52%
$0
$8.03 Million 1.0% of portfolio
133,949
Q3 2025 Added 3.77%
$0
$7.24 Million 0.9% of portfolio
15,089
Q3 2025 Reduced 1.68%
$0
$5.93 Million 0.74% of portfolio
319,158
Q3 2025 Added 4.47%
$0
$5.88 Million 0.73% of portfolio
51,622
Q3 2025 Reduced 0.76%
$0
$5.1 Million 0.64% of portfolio
7,652
Q3 2025 Reduced 0.92%
$0
$4.68 Million 0.58% of portfolio
63,696
Q3 2025 Added 0.04%
$0
$3.91 Million 0.49% of portfolio
6,392
Q3 2025 Reduced 9.28%
$0
$3.2 Million 0.4% of portfolio
107,906
Q3 2025 Reduced 0.24%
$0
$3.14 Million 0.39% of portfolio
10,681
Q3 2025 Reduced 2.79%
$0
$2.93 Million 0.37% of portfolio
12,101
Q3 2025 Added 15.01%
$0
$2.58 Million 0.32% of portfolio
5,498
Q3 2025 Reduced 17.89%
$0
$2.55 Million 0.32% of portfolio
37,523
Q3 2025 Reduced 0.98%
$0
$2.52 Million 0.32% of portfolio
4,204
Q3 2025 Reduced 6.99%
$0
$2.6 Million 0.32% of portfolio
95,141
Q3 2025 Reduced 0.91%
$0
$2.49 Million 0.31% of portfolio
89,366
Q3 2025 Added 0.62%
$0
$2.39 Million 0.3% of portfolio
28,954
Q3 2025 Added 0.06%
$0
$2.36 Million 0.29% of portfolio
19,856
Q3 2025 Reduced 0.33%
$0
$2.29 Million 0.29% of portfolio
22,977
Q3 2025 Reduced 3.27%
$0
$2.27 Million 0.28% of portfolio
8,926
Q3 2025 Added 3.81%
$0
$2.26 Million 0.28% of portfolio
3,785
Q3 2025 Added 0.21%
$0
$2.2 Million 0.27% of portfolio
17,459
Q3 2025 Reduced 2.44%
$0
$2.12 Million 0.26% of portfolio
32,414
Q3 2025 Reduced 0.24%
$0
$1.94 Million 0.24% of portfolio
44,175
Q3 2025 Added 0.67%
$0
$1.51 Million 0.19% of portfolio
21,076
Q3 2025 Reduced 1.79%
$0
$1.54 Million 0.19% of portfolio
28,827
Q3 2025 Added 0.39%
$0
$1.41 Million 0.18% of portfolio
8,052
Q3 2025 Added 0.01%
$0
$1.39 Million 0.17% of portfolio
31,525
Q3 2025 Added 2.4%
$0
$1.31 Million 0.16% of portfolio
17,249
Q3 2025 Reduced 0.46%
$0
$1.24 Million 0.15% of portfolio
38,886
Q3 2025 Reduced 3.23%
$0
$1.2 Million 0.15% of portfolio
24,565
Q3 2025 Added 0.34%
$0
$1.13 Million 0.14% of portfolio
22,503
Q3 2025 Reduced 4.81%

Summary

  • Portfolio
  • No. of Stocks 232
  • Current Value $800 Million
  • Prior Value $740 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 20 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
Track This Portfolio

Track Revolve Wealth Partners, LLC Portfolio

Follow Revolve Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Revolve Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Revolve Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email