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 Market Cap. of $200 Billions or more
