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
$694,000 0.09% of portfolio
7,769
Q2 2025 Reduced 6.65%
$306B
$642,000 0.09% of portfolio
9,087
Q2 2025 Added 3.47%
$64.2B
$577,000 0.08% of portfolio
2,048
Q1 2025 Added 2.45%
$0
$571,000 0.08% of portfolio
11,856
Q2 2025 Reduced 11.52%
$222B
$602,000 0.08% of portfolio
2,062
Q2 2025 Added 0.1%
$254B
$559,000 0.08% of portfolio
790
Q2 2025 Reduced 11.14%
$75.3B
$620,000 0.08% of portfolio
19,031
Q2 2025 Added 18.63%
$232B
$574,000 0.08% of portfolio
2,106
Q2 2025 Added 8.22%
$306B
$586,000 0.08% of portfolio
2,280
Q2 2025 Reduced 3.72%
$0
$574,000 0.08% of portfolio
20,765
Q2 2025 Added 0.08%
$0
$569,000 0.08% of portfolio
14,239
Q2 2025 Reduced 0.38%
$207B
$590,000 0.08% of portfolio
4,758
Q2 2025 Reduced 6.87%
$0
$578,000 0.08% of portfolio
10,630
Q2 2025 Reduced 0.47%
$146B
$567,000 0.08% of portfolio
2,437
Q2 2025 Added 2.14%
$0
$492,000 0.07% of portfolio
8,573
Q2 2025 Added 7.78%
$0
$491,000 0.07% of portfolio
11,623
Q4 2024 New
$119B
$526,000 0.07% of portfolio
2,212
Q2 2025 Added 1.89%
$157B
$510,000 0.07% of portfolio
1,319
Q2 2025 Reduced 6.85%
$0
$524,000 0.07% of portfolio
2,126
Q1 2023 Reduced 0.14%
$0
$528,000 0.07% of portfolio
12,997
Q2 2025 Reduced 6.08%
$227B
$476,000 0.06% of portfolio
1,493
Q2 2025 Reduced 7.84%
$139B
$465,000 0.06% of portfolio
3,779
Q2 2025 Reduced 2.95%
$21.5B
$464,000 0.06% of portfolio
1,478
Q2 2025 Reduced 0.61%
$54.3B
$463,000 0.06% of portfolio
864
Q2 2025 Added 0.35%
$261B
$467,000 0.06% of portfolio
2,569
Q2 2025 Added 6.82%
$33.1B
$442,000 0.06% of portfolio
5,417
Q2 2025 Reduced 4.96%
$173B
$437,000 0.06% of portfolio
2,744
Q2 2025 Added 7.82%
$138B
$434,000 0.06% of portfolio
17,935
Q2 2025 Added 8.96%
$0
$438,000 0.06% of portfolio
18,395
Q2 2025 Reduced 1.38%
$0
$466,000 0.06% of portfolio
8,704
Q2 2025 Added 0.42%
$93.6B
$433,000 0.06% of portfolio
852
Q2 2025 Added 1.91%
$0
$417,000 0.06% of portfolio
1,229
Q2 2025 Reduced 18.56%
$39.2B
$362,000 0.05% of portfolio
1,091
Q2 2025 Added 21.22%
$302B
$369,000 0.05% of portfolio
4,617
Q2 2025 Reduced 2.82%
$0
$388,000 0.05% of portfolio
1,108
Q2 2025 Added 0.18%
$0
$353,000 0.05% of portfolio
2,000
Q2 2025 Reduced 0.25%
$83.2B
$377,000 0.05% of portfolio
1,773
Q2 2025 New
$229B
$373,000 0.05% of portfolio
2,744
Q2 2025 Added 10.29%
$0
$366,000 0.05% of portfolio
18,672
Q4 2024 New
$0
$369,000 0.05% of portfolio
18,217
Q2 2025 Reduced 7.59%
$150B
$398,000 0.05% of portfolio
3,595
Q2 2025 Added 3.1%
$145B
$352,000 0.05% of portfolio
988
Q2 2025 Added 3.89%
$95.8B
$334,000 0.05% of portfolio
2,836
Q2 2025 Reduced 6.53%
$36.8B
$376,000 0.05% of portfolio
3,751
Q2 2025 Reduced 0.03%
$302B
$402,000 0.05% of portfolio
2,811
Q2 2025 Reduced 13.03%
$203B
$372,000 0.05% of portfolio
12,887
Q2 2025 Added 0.05%
$203B
$367,000 0.05% of portfolio
4,642
Q2 2025 Added 3.99%
$141B
$340,000 0.05% of portfolio
4,898
Q2 2025 Reduced 2.74%
$0
$315,000 0.04% of portfolio
5,717
Q2 2025 Reduced 0.44%

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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