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
$202,000 0.03% of portfolio
2,270
Q2 2025 New
$0
$251,000 0.03% of portfolio
12,181
Q4 2024 Reduced 14.01%
$0
$250,000 0.03% of portfolio
568
Q2 2025 Added 0.18%
$0
$202,000 0.03% of portfolio
1,637
Q2 2025 New
$61.9B
$230,000 0.03% of portfolio
862
Q2 2025 Reduced 4.43%
$52.6B
$208,000 0.03% of portfolio
2,902
Q2 2025 New
$102B
$206,000 0.03% of portfolio
472
Q2 2025 New
$177B
$187,000 0.03% of portfolio
966
Q2 2025 Reduced 18.69%
$0
$226,000 0.03% of portfolio
3,556
Q1 2025 New
$314B
$206,000 0.03% of portfolio
866
Q2 2025 Reduced 1.81%
$202B
$235,000 0.03% of portfolio
1,786
Q2 2025 Reduced 5.6%
$142B
$200,000 0.03% of portfolio
506
Q2 2025 New
$53.5B
$237,000 0.03% of portfolio
3,810
Q1 2025 New
$651M
$103,000 0.01% of portfolio
31,361
Q2 2025 Reduced 0.44%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
$2.2B
$29,000 0.0% of portfolio
11,580
Q2 2025 New
Rbb Fd Inc
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 14.02%
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.04%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 18.48%
Rbb Fd Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 19.71%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 14.02%
$251M
$21,000 0.0% of portfolio
13,115
Q2 2025 New
Linde PLC
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 0.64%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 1.56%

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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