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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$284B
$2.01 Million 0.3% of portfolio
3,834
Q1 2025 Reduced 4.6%
$562B
$1.97 Million 0.3% of portfolio
3,603
Q1 2025 Added 4.65%
$0
$2 Million 0.3% of portfolio
9,024
Q1 2025 Added 0.93%
$0
$1.89 Million 0.29% of portfolio
32,545
Q1 2025 Reduced 0.94%
$0
$1.88 Million 0.29% of portfolio
24,081
Q1 2025 Added 6.25%
$0
$1.77 Million 0.27% of portfolio
17,313
Q1 2025 Added 3.87%
$0
$1.75 Million 0.26% of portfolio
43,693
Q1 2025 Added 20.56%
$1.1T
$1.68 Million 0.25% of portfolio
10,753
Q1 2025 Added 1.65%
$335B
$1.58 Million 0.24% of portfolio
7,548
Q1 2025 Added 3.7%
$0
$1.57 Million 0.24% of portfolio
31,669
Q1 2025 Added 132.5%
$99.1B
$1.52 Million 0.23% of portfolio
9,084
Q1 2025 Added 13.59%
$409B
$1.48 Million 0.22% of portfolio
8,909
Q1 2025 Added 5.11%
$0
$1.38 Million 0.21% of portfolio
32,745
Q1 2025 New
$0
$1.3 Million 0.2% of portfolio
24,803
Q1 2025 Added 8.35%
$0
$1.32 Million 0.2% of portfolio
21,868
Q1 2025 Added 11.73%
$767B
$1.33 Million 0.2% of portfolio
1,614
Q1 2025 Added 9.72%
$446B
$1.2 Million 0.18% of portfolio
1,270
Q1 2025 Added 13.09%
$0
$1.18 Million 0.18% of portfolio
17,449
Q1 2025 Added 7.91%
$0
$1.17 Million 0.18% of portfolio
30,424
Q1 2025 Added 11.57%
$0
$1.15 Million 0.17% of portfolio
7,250
Q3 2024 Added 4.32%
$447B
$1.12 Million 0.17% of portfolio
9,406
Q1 2025 Added 10.95%
$386B
$1.12 Million 0.17% of portfolio
6,547
Q1 2025 Added 6.11%
$187B
$1.06 Million 0.16% of portfolio
2,134
Q1 2025 Added 86.54%
$171B
$1.05 Million 0.16% of portfolio
14,391
Q1 2025 Reduced 7.53%
$536B
$998,000 0.15% of portfolio
1,071
Q1 2025 Added 4.69%
$101B
$1.01 Million 0.15% of portfolio
7,216
Q1 2025 Added 8.9%
$0
$1.02 Million 0.15% of portfolio
23,735
Q1 2025 Added 7.72%
$377B
$912,000 0.14% of portfolio
2,489
Q1 2025 Added 6.1%
$0
$914,000 0.14% of portfolio
26,940
Q1 2025 Added 10.95%
$0
$947,000 0.14% of portfolio
5,203
Q1 2025 Added 2.7%
$0
$929,000 0.14% of portfolio
9,419
Q1 2025 Added 3.2%
$0
$866,000 0.13% of portfolio
7,370
Q4 2024 Added 2.53%
$199B
$833,000 0.13% of portfolio
8,113
Q1 2025 Reduced 2.05%
$264B
$853,000 0.13% of portfolio
9,727
Q1 2025 Added 9.92%
$479B
$793,000 0.12% of portfolio
5,679
Q1 2025 Added 4.82%
$0
$805,000 0.12% of portfolio
6,440
Q1 2025 Added 0.02%
$0
$816,000 0.12% of portfolio
34,911
Q1 2025 Added 14.99%
$0
$712,000 0.11% of portfolio
6,756
Q1 2025 Added 21.71%
$204B
$734,000 0.11% of portfolio
923
Q1 2025 Added 8.72%
$204B
$673,000 0.1% of portfolio
5,082
Q1 2025 Added 4.29%
$0
$628,000 0.1% of portfolio
22,360
Q1 2024 Added 0.86%
$0
$686,000 0.1% of portfolio
8,322
Q4 2024 New
$0
$658,000 0.1% of portfolio
2,696
Q4 2024 Reduced 2.99%
$0
$629,000 0.1% of portfolio
13,900
Q1 2025 Reduced 1.62%
$221B
$643,000 0.1% of portfolio
2,060
Q1 2025 Added 6.08%
$313B
$628,000 0.1% of portfolio
8,782
Q1 2025 Reduced 0.15%
$36.2B
$565,000 0.09% of portfolio
5,700
Q1 2025 Added 0.99%
$0
$586,000 0.09% of portfolio
13,400
Q1 2025 Reduced 0.81%
$268B
$573,000 0.09% of portfolio
9,294
Q1 2025 Added 1.51%

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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