Revolve Wealth Partners, LLC Portfolio Holdings

Revolve Wealth Partners, LLC

  • $642 Million
  • Q4 2024

Revolve Wealth Partners, LLC has filed its 13F form on March 19, 2025 for Q4 2024 where it was disclosed a total value porftolio of $642 Million distributed in 221 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 $108M, Ishares Tr with a value of $38.8M, Ea Ser Tr Alpha Architect Intl with a value of $30.1M, Spdr Nuveen Bloomberg High Yie with a value of $28.1M, and Ea Ser Tr Momentumshares U S Q with a value of $23.8M.

Examining the 13F form we can see an decrease of $267M in the current position value, from $909M to 642M.

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

Portfolio value $642 Million
ETFs: $517 Million
Technology: $52.7 Million
Financial Services: $17.1 Million
Healthcare: $14.9 Million
Communication Services: $13 Million
Consumer Cyclical: $10.9 Million
Consumer Defensive: $6.25 Million
Industrials: $4.42 Million
Other: $3.69 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$50.4M
$3,000 0.0% of portfolio
1,502
Q4 2024 New
$74.7M
$3,000 0.0% of portfolio
10,343
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 221
  • Current Value $642 Million
  • Prior Value $909 Million
  • Filing
  • Period Q4 2024
  • Filing Date March 19, 2025
  • Form Type 13F-HR/A
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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