Revolve Wealth Partners, LLC Portfolio Holdings

Revolve Wealth Partners, LLC

  • $740 Million
  • Q2 2025

Revolve Wealth Partners, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $740 Million distributed in 228 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 $119M, Ishares Tr with a value of $48.5M, Ea Ser Tr Alpha Architect Intl with a value of $37.7M, Spdr Nuveen Bloomberg High Yie with a value of $29.3M, and Ea Ser Tr Momentumshares U S Q with a value of $26.4M.

Examining the 13F form we can see an increase of $79.6M in the current position value, from $660M to 740M.

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

Portfolio value $740 Million
ETFs: $596 Million
Technology: $57.4 Million
Financial Services: $19.1 Million
Healthcare: $19 Million
Consumer Cyclical: $14.9 Million
Communication Services: $14.2 Million
Consumer Defensive: $6.91 Million
Industrials: $5 Million
Other: $6.38 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.18 Million 0.29% of portfolio
19,922
Q2 2025 Reduced 0.31%
$0
$2.04 Million 0.28% of portfolio
8,598
Q2 2025 Reduced 4.72%
$71.7B
$2.11 Million 0.28% of portfolio
2,650
Q2 2025 Added 0.11%
$0
$2.08 Million 0.28% of portfolio
17,896
Q2 2025 Added 3.37%
$0
$2.02 Million 0.27% of portfolio
32,493
Q2 2025 Reduced 0.16%
$548B
$2.03 Million 0.27% of portfolio
3,607
Q2 2025 Added 0.11%
$0
$1.84 Million 0.25% of portfolio
43,879
Q2 2025 Added 0.43%
$1.24T
$1.81 Million 0.24% of portfolio
10,201
Q2 2025 Reduced 5.13%
$0
$1.5 Million 0.2% of portfolio
28,716
Q2 2025 Added 15.78%
$545B
$1.46 Million 0.2% of portfolio
1,087
Q2 2025 Added 1.49%
$0
$1.45 Million 0.2% of portfolio
21,461
Q2 2025 Reduced 1.86%
$3.49B
$1.44 Million 0.19% of portfolio
228,823
Q2 2025 Added 0.03%
$351B
$1.37 Million 0.19% of portfolio
7,405
Q2 2025 Reduced 1.89%
$0
$1.32 Million 0.18% of portfolio
8,051
Q2 2025 Added 11.05%
$0
$1.25 Million 0.17% of portfolio
30,786
Q2 2025 Added 1.19%
$0
$1.29 Million 0.17% of portfolio
17,329
Q2 2025 Reduced 0.69%
$0
$1.18 Million 0.16% of portfolio
40,183
Q2 2025 Added 79.71%
$0
$1.16 Million 0.16% of portfolio
23,640
Q2 2025 Reduced 25.35%
$608B
$1.19 Million 0.16% of portfolio
1,530
Q2 2025 Reduced 5.2%
$0
$1.19 Million 0.16% of portfolio
24,482
Q2 2025 Added 3.15%
$439B
$1.21 Million 0.16% of portfolio
1,220
Q2 2025 Reduced 3.94%
$66.5B
$1.2 Million 0.16% of portfolio
12,117
Q2 2025 Added 30.04%
$182B
$1.17 Million 0.16% of portfolio
12,533
Q2 2025 Reduced 12.91%
$169B
$1.13 Million 0.15% of portfolio
2,080
Q2 2025 Reduced 2.53%
$442B
$1 Million 0.14% of portfolio
9,314
Q2 2025 Reduced 0.98%
$245B
$1.07 Million 0.14% of portfolio
3,431
Q2 2025 Reduced 10.51%
$452B
$1.05 Million 0.14% of portfolio
6,902
Q2 2025 Reduced 22.53%
$282B
$1.07 Million 0.14% of portfolio
7,541
Q2 2025 Reduced 7.05%
$0
$934,000 0.13% of portfolio
9,420
Q2 2025 Added 0.01%
$172B
$932,000 0.13% of portfolio
907
Q2 2025 Reduced 1.73%
$405B
$970,000 0.13% of portfolio
2,648
Q2 2025 Added 6.39%
$0
$947,000 0.13% of portfolio
3,330
Q2 2025 Added 23.52%
$0
$947,000 0.13% of portfolio
5,203
Q1 2025 Added 2.7%
$0
$990,000 0.13% of portfolio
27,485
Q2 2025 Added 2.02%
$281B
$961,000 0.13% of portfolio
9,830
Q2 2025 Added 1.06%
$0
$977,000 0.13% of portfolio
7,046
Q2 2025 Reduced 4.4%
$368B
$952,000 0.13% of portfolio
5,977
Q2 2025 Reduced 8.71%
$178B
$920,000 0.12% of portfolio
7,980
Q2 2025 Reduced 38.74%
$123B
$907,000 0.12% of portfolio
6,068
Q2 2025 Reduced 15.91%
$367B
$885,000 0.12% of portfolio
6,493
Q2 2025 Reduced 1.58%
$0
$810,000 0.11% of portfolio
6,133
Q2 2025 Reduced 4.77%
$0
$770,000 0.1% of portfolio
31,407
Q2 2025 Reduced 10.04%
$229B
$751,000 0.1% of portfolio
5,144
Q2 2025 Added 1.22%
$210B
$727,000 0.1% of portfolio
2,467
Q2 2025 Added 15.01%
$0
$718,000 0.1% of portfolio
6,756
Q1 2025 Added 21.71%
$381B
$645,000 0.09% of portfolio
13,633
Q2 2025 Reduced 3.53%
$0
$687,000 0.09% of portfolio
13,900
Q1 2025 Reduced 1.62%
$201B
$676,000 0.09% of portfolio
859
Q2 2025 Added 4.0%
$293B
$638,000 0.09% of portfolio
9,207
Q2 2025 Reduced 0.94%

Summary

  • Portfolio
  • No. of Stocks 228
  • Current Value $740 Million
  • Prior Value $660 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 19 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 109 stocks
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