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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$61.7B
$246,000 0.04% of portfolio
2,936
Q1 2025 Added 2.73%
$136B
$251,000 0.04% of portfolio
2,497
Q1 2025 New
$107B
$258,000 0.04% of portfolio
951
Q1 2025 Added 4.16%
$197B
$283,000 0.04% of portfolio
1,892
Q1 2025 Added 11.69%
$136B
$265,000 0.04% of portfolio
1,139
Q1 2025 Added 5.66%
$72.1B
$241,000 0.04% of portfolio
398
Q1 2025 New
$58.9B
$238,000 0.04% of portfolio
2,175
Q1 2025 Reduced 0.37%
$119B
$238,000 0.04% of portfolio
789
Q1 2025 Added 6.19%
$41.6B
$259,000 0.04% of portfolio
3,152
Q1 2025 New
$69.5B
$243,000 0.04% of portfolio
918
Q1 2025 Added 0.99%
$28.7B
$289,000 0.04% of portfolio
2,081
Q1 2025 Reduced 1.42%
$151B
$252,000 0.04% of portfolio
496
Q1 2025 Added 8.53%
$26.8B
$232,000 0.04% of portfolio
900
Q1 2025 Added 12.5%
$178B
$285,000 0.04% of portfolio
914
Q1 2025 Added 2.47%
$75.8B
$233,000 0.04% of portfolio
857
Q1 2025 Added 8.07%
$80.7B
$294,000 0.04% of portfolio
836
Q1 2025 New
$182B
$207,000 0.03% of portfolio
45
Q1 2025 Added 7.14%
$30.3B
$216,000 0.03% of portfolio
933
Q1 2025 New
$96.5B
$200,000 0.03% of portfolio
1,174
Q1 2025 Added 3.35%
$61.7B
$209,000 0.03% of portfolio
2,411
Q1 2025 New
$104B
$202,000 0.03% of portfolio
3,367
Q1 2025 New
$11.7B
$201,000 0.03% of portfolio
713
Q1 2025 Added 0.42%
$33.5B
$215,000 0.03% of portfolio
815
Q1 2025 Added 2.13%
$14.8B
$225,000 0.03% of portfolio
7,275
Q1 2025 Reduced 16.2%
$96B
$205,000 0.03% of portfolio
2,099
Q1 2025 New
$177B
$231,000 0.03% of portfolio
1,188
Q1 2025 New
$185B
$202,000 0.03% of portfolio
1,736
Q1 2025 New
$106B
$230,000 0.03% of portfolio
118
Q4 2024 Added 4.42%
$94.8B
$222,000 0.03% of portfolio
963
Q1 2025 New
$122B
$210,000 0.03% of portfolio
471
Q1 2025 Reduced 5.61%

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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