Revolve Wealth Partners, LLC Portfolio Holdings

Revolve Wealth Partners, LLC

  • $800 Million
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.27 Million 0.28% of portfolio
8,926
Q3 2025 Added 3.81%
$0
$2.26 Million 0.28% of portfolio
3,785
Q3 2025 Added 0.21%
$0
$2.2 Million 0.27% of portfolio
17,459
Q3 2025 Reduced 2.44%
$0
$2.12 Million 0.26% of portfolio
32,414
Q3 2025 Reduced 0.24%
$512B
$2.06 Million 0.26% of portfolio
3,624
Q3 2025 Added 0.47%
$71.5B
$1.93 Million 0.24% of portfolio
2,462
Q3 2025 Reduced 7.09%
$65.7B
$1.96 Million 0.24% of portfolio
24,474
Q3 2025 Reduced 0.64%
$0
$1.94 Million 0.24% of portfolio
44,175
Q3 2025 Added 0.67%
$3.88B
$1.84 Million 0.23% of portfolio
228,876
Q3 2025 Added 0.02%
$414B
$1.75 Million 0.22% of portfolio
7,555
Q3 2025 Added 2.03%
$593B
$1.7 Million 0.21% of portfolio
6,048
Q3 2025 Added 6.09%
$14.8B
$1.6 Million 0.2% of portfolio
11,566
Q3 2025 New
$0
$1.51 Million 0.19% of portfolio
21,076
Q3 2025 Reduced 1.79%
$0
$1.54 Million 0.19% of portfolio
28,827
Q3 2025 Added 0.39%
$0
$1.41 Million 0.18% of portfolio
8,052
Q3 2025 Added 0.01%
$0
$1.39 Million 0.17% of portfolio
31,525
Q3 2025 Added 2.4%
$0
$1.31 Million 0.16% of portfolio
17,249
Q3 2025 Reduced 0.46%
$49.1B
$1.3 Million 0.16% of portfolio
1,081
Q3 2025 Reduced 0.55%
$490B
$1.27 Million 0.16% of portfolio
11,222
Q3 2025 Added 20.49%
$388B
$1.25 Million 0.16% of portfolio
7,735
Q3 2025 Added 2.57%
$0
$1.24 Million 0.15% of portfolio
38,886
Q3 2025 Reduced 3.23%
$0
$1.2 Million 0.15% of portfolio
24,565
Q3 2025 Added 0.34%
$300B
$1.24 Million 0.15% of portfolio
3,584
Q3 2025 Added 4.46%
$342B
$1.2 Million 0.15% of portfolio
6,592
Q3 2025 Added 1.52%
$79.6B
$1.17 Million 0.15% of portfolio
9,443
Q3 2025 Reduced 22.07%
$0
$1.13 Million 0.14% of portfolio
22,503
Q3 2025 Reduced 4.81%
$367B
$1.1 Million 0.14% of portfolio
2,716
Q3 2025 Added 2.57%
$404B
$1.12 Million 0.14% of portfolio
1,207
Q3 2025 Reduced 1.07%
$971B
$1.1 Million 0.14% of portfolio
1,438
Q3 2025 Reduced 6.01%
$279B
$1.02 Million 0.13% of portfolio
9,926
Q3 2025 Added 0.98%
$0
$1.05 Million 0.13% of portfolio
7,370
Q3 2025 Added 4.6%
$181B
$1.02 Million 0.13% of portfolio
10,406
Q3 2025 Reduced 16.97%
$0
$1.07 Million 0.13% of portfolio
27,764
Q3 2025 Added 1.02%
$0
$964,000 0.12% of portfolio
9,624
Q3 2025 Added 2.17%
$0
$941,000 0.12% of portfolio
5,169
Q3 2025 Reduced 0.65%
$174B
$998,000 0.12% of portfolio
6,716
Q3 2025 Reduced 15.84%
$98.1B
$998,000 0.12% of portfolio
5,844
Q3 2025 Reduced 3.69%
$30.9B
$938,000 0.12% of portfolio
7,448
Q3 2025 New
$346B
$903,000 0.11% of portfolio
5,882
Q3 2025 Reduced 1.59%
$0
$898,000 0.11% of portfolio
3,060
Q3 2025 Reduced 8.11%
$193B
$871,000 0.11% of portfolio
1,949
Q3 2025 Reduced 6.3%
$0
$899,000 0.11% of portfolio
6,440
Q3 2025 Added 5.01%
$258B
$844,000 0.11% of portfolio
5,045
Q3 2025 Reduced 1.92%
$169B
$824,000 0.1% of portfolio
896
Q3 2025 Reduced 1.21%
$0
$823,000 0.1% of portfolio
31,307
Q3 2025 Reduced 0.32%
$303B
$692,000 0.09% of portfolio
4,462
Q3 2025 Added 58.73%
$73.4B
$682,000 0.09% of portfolio
19,222
Q3 2025 Added 1.0%
$328B
$694,000 0.09% of portfolio
2,310
Q3 2025 Added 1.32%
$0
$696,000 0.09% of portfolio
7,217
Q3 2025 Added 114.79%

Summary

  • Portfolio
  • No. of Stocks 232
  • Current Value $800 Million
  • Prior Value $740 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 20 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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