Revolve-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "PINS",
  "RJF",
  "HUM",
  "MU",
  "FNDF",
  "FNDA",
  "ACN",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "APD",
  null,
  null,
  null,
  "GOOGL",
  "PXF",
  "AXP",
  null,
  "AIG",
  "T",
  null,
  null,
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  null,
  "BSX",
  "DUK",
  null,
  null,
  "GD",
  "GILD",
  "HON",
  "HD",
  "MCD",
  "INTU",
  null,
  "UNP",
  "QCOM",
  "ISRG",
  "HUBS",
  "EMR",
  null,
  "BKNG",
  "MUB",
  "META",
  "OCEA",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IWS",
  "LIN",
  null,
  "MA",
  "PODD",
  "MSFT",
  "MS",
  "TMUS",
  "EQIX",
  "GE",
  null,
  "DLN",
  "BX",
  "AMP",
  "IJR",
  "EFG",
  "ORCL",
  "OKE",
  "EEM",
  "IWF",
  "PEP",
  "PGR",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "KVUE",
  null,
  null,
  "FNDX",
  null,
  "ROK",
  "IEFA",
  "SPGI",
  null,
  "SCHX",
  null,
  "NOW",
  "SHOP",
  "RTX",
  null,
  null,
  "IBM",
  "SBUX",
  "TXN",
  "TMO",
  "TJX",
  "TRV",
  "UBER",
  "UPS",
  "VO",
  "VV",
  "VOE",
  "VWO",
  null,
  null,
  "IWV",
  null,
  "PRF",
  "VIG",
  null,
  "PEV",
  "TSCO",
  "MTD",
  "VYM",
  "APH",
  "AMD",
  "WM",
  "IWP",
  "IWR",
  null,
  "IDXX",
  "PEG",
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  null,
  null,
  null,
  "VUG",
  "VEA",
  "VXUS",
  "BNDX",
  "VTEB",
  "BND",
  "VOT",
  "VB",
  "VOO",
  "VTV",
  "VEEV",
  "V",
  "WMT",
  "WFC",
  null,
  null,
  null,
  "ZBRA",
  "IUSG",
  null,
  null,
  "SCHD",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  null,
  "SO",
  "CRM",
  "DIA",
  "IXUS",
  null,
  "MELI",
  "BAC",
  "BK",
  "BRK-B",
  "BA",
  "BLND",
  "CVX",
  "CB",
  "CMG",
  "CSCO",
  "KO",
  "CMCSA",
  "CL",
  "COMP",
  "ED",
  "COST",
  "CRWD",
  "CSX",
  "DHR",
  "DXCM",
  null,
  "EFA",
  "ADI",
  "IWB",
  "NEE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 225
Total Value: 691411603
Accession Number: 0001667731-25-000418
Form Type: 13F-HR
CIK: revolve-wealth-partners
Manager Name: Revolve-Wealth-Partners

Data Enrichment

77% identified

173 identified52 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

225 positions • $691.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 12

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92189H409

Shares:191.6K

Value:$9.8M

% of Portfolio:1.4% ($9.8M/$691.4M)

NVIDIA CORP

NVDA|67066G104

Shares:79.5K

Value:$8.6M

% of Portfolio:1.2% ($8.6M/$691.4M)

921943858

VEA|921943858

Shares:129.2K

Value:$6.6M

% of Portfolio:1.0% ($6.6M/$691.4M)

46138E719

Shares:313.6K

Value:$5.7M

% of Portfolio:0.8% ($5.7M/$691.4M)

AMAZON COM INC

AMZN|023135106

Shares:28.2K

Value:$5.4M

% of Portfolio:0.8% ($5.4M/$691.4M)

Meta Platforms, Inc.

META|30303M102

Shares:9.0K

Value:$5.2M

% of Portfolio:0.7% ($5.2M/$691.4M)

922908736

VUG|922908736

Shares:13.8K

Value:$5.1M

% of Portfolio:0.7% ($5.1M/$691.4M)

464288885

EFG|464288885

Shares:50.2K

Value:$5.0M

% of Portfolio:0.7% ($5.0M/$691.4M)

AMGEN INC

AMGN|031162100

Shares:15.5K

Value:$4.8M

% of Portfolio:0.7% ($4.8M/$691.4M)

Tesla, Inc.

TSLA|88160R101

Shares:16.7K

Value:$4.3M

% of Portfolio:0.6% ($4.3M/$691.4M)

VISA INC.

V|92826C839

Shares:12.2K

Value:$4.3M

% of Portfolio:0.6% ($4.3M/$691.4M)

922908363

VOO|922908363

Shares:8.3K

Value:$4.3M

% of Portfolio:0.6% ($4.3M/$691.4M)

921909768

VXUS|921909768

Shares:66.1K

Value:$4.1M

% of Portfolio:0.6% ($4.1M/$691.4M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:7.0K

Value:$3.9M

% of Portfolio:0.6% ($3.9M/$691.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:6.6K

Value:$3.5M

% of Portfolio:0.5% ($3.5M/$691.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:13.9K

Value:$3.4M

% of Portfolio:0.5% ($3.4M/$691.4M)

808524508

Shares:110.8K

Value:$2.9M

% of Portfolio:0.4% ($2.9M/$691.4M)

464287614

IWF|464287614

Shares:7.7K

Value:$2.8M

% of Portfolio:0.4% ($2.8M/$691.4M)

922908629

VO|922908629

Shares:10.8K

Value:$2.8M

% of Portfolio:0.4% ($2.8M/$691.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:16.7K

Value:$2.6M

% of Portfolio:0.4% ($2.6M/$691.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92189H409)✕	191.6K	QoQ +0.23% (-449) YoY +12.54% (+21.3K)	All Managers (Combined)	$9.8M	1.4% ($9.8M/$691.4M)	QoQ -1.17% (-$116.6K) YoY +10.21% (+$908.6K)
NVIDIA CORP(NVDAcusip67066G104)	79.5K	QoQ +5.82% (-4.4K) YoY +926.40% (+71.8K)	All Managers (Combined)	$8.6M	1.2% ($8.6M/$691.4M)	QoQ -14.59% (-$1.5M) YoY +23.11% (+$1.6M)
(VEAcusip921943858)	129.2K	QoQ +4.66% (+5.8K) YoY +106.64% (+66.7K)	All Managers (Combined)	$6.6M	1.0% ($6.6M/$691.4M)	QoQ +11.25% (+$664.6K) YoY +109.36% (+$3.4M)
(cusip46138E719)✕	313.6K	QoQ -0.15% (-496) YoY +28.85% (+70.2K)	All Managers (Combined)	$5.7M	0.8% ($5.7M/$691.4M)	QoQ -0.26% (-$15.2K) YoY +28.35% (+$1.3M)
AMAZON COM INC(AMZNcusip023135106)	28.2K	QoQ +12.62% (-3.2K) YoY -32.22% (-13.4K)	All Managers (Combined)	$5.4M	0.8% ($5.4M/$691.4M)	QoQ -2.32% (-$128.0K) YoY -28.50% (-$2.1M)
Meta Platforms, Inc.(METAcusip30303M102)	9.0K	QoQ -5.06% (-479) YoY +5.26% (+449)	All Managers (Combined)	$5.2M	0.7% ($5.2M/$691.4M)	QoQ -6.54% (-$362.6K) YoY +24.94% (+$1.0M)
(VUGcusip922908736)	13.8K	QoQ -0.41% (-57) YoY +1.87% (+254)	All Managers (Combined)	$5.1M	0.7% ($5.1M/$691.4M)	QoQ -10.02% (-$570.9K) YoY +9.74% (+$455.2K)
(EFGcusip464288885)	50.2K	QoQ -0.38% (-193) YoY +8.06% (+3.8K)	All Managers (Combined)	$5.0M	0.7% ($5.0M/$691.4M)	QoQ +2.88% (-$140.6K) YoY +4.12% (+$198.9K)
AMGEN INC(AMGNcusip031162100)	15.5K	QoQ -5.06% (-826) YoY -10.72% (-1.9K)	All Managers (Combined)	$4.8M	0.7% ($4.8M/$691.4M)	QoQ +13.48% (-$573.7K) YoY -2.17% (-$107.4K)
Tesla, Inc.(TSLAcusip88160R101)	16.7K	QoQ +213.52% (+11.4K) YoY +263.18% (+12.1K)	All Managers (Combined)	$4.3M	0.6% ($4.3M/$691.4M)	QoQ +101.20% (+$2.2M) YoY +435.38% (+$3.5M)
VISA INC.(Vcusip92826C839)	12.2K	QoQ +3.05% (+361) YoY +540.63% (+10.3K)	All Managers (Combined)	$4.3M	0.6% ($4.3M/$691.4M)	QoQ +14.27% (+$532.9K) YoY +704.48% (+$3.7M)
(VOOcusip922908363)	8.3K	QoQ +78.27% (+3.6K) YoY +95.08% (+4.0K)	All Managers (Combined)	$4.3M	0.6% ($4.3M/$691.4M)	QoQ +70.05% (+$1.8M) YoY +108.58% (+$2.2M)
(VXUScusip921909768)	66.1K	QoQ +1.29% (+843) YoY +8.75% (+5.3K)	All Managers (Combined)	$4.1M	0.6% ($4.1M/$691.4M)	QoQ +6.74% (+$259.2K) YoY +12.00% (+$440.0K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	7.0K	QoQ -0.05% (-4) YoY +13.44% (+833)	All Managers (Combined)	$3.9M	0.6% ($3.9M/$691.4M)	QoQ -4.60% (-$190.0K) YoY +21.31% (+$691.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	6.6K	QoQ +2.19% (+141) YoY +11.22% (+661)	All Managers (Combined)	$3.5M	0.5% ($3.5M/$691.4M)	QoQ +20.07% (+$583.5K) YoY +40.85% (+$1.0M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	13.9K	QoQ +15.83% (+1.9K) YoY +22.39% (+2.5K)	All Managers (Combined)	$3.4M	0.5% ($3.4M/$691.4M)	QoQ +18.52% (+$532.9K) YoY +49.89% (+$1.1M)
(cusip808524508)✕	110.8K	QoQ -3.63% (-4.2K) YoY +175.33% (-70.6K)	All Managers (Combined)	$2.9M	0.4% ($2.9M/$691.4M)	QoQ -8.88% (-$283.2K) YoY -11.41% (-$374.0K)
(IWFcusip464287614)	7.7K	QoQ +20.08% (+1.3K) YoY +9.02% (+641)	All Managers (Combined)	$2.8M	0.4% ($2.8M/$691.4M)	QoQ +7.97% (+$206.6K) YoY +16.80% (+$402.2K)
(VOcusip922908629)	10.8K	QoQ -2.20% (-243) YoY -7.08% (-822)	All Managers (Combined)	$2.8M	0.4% ($2.8M/$691.4M)	QoQ -4.24% (-$123.5K) YoY -3.82% (-$110.8K)
Alphabet Inc.(GOOGLcusip02079K305)	16.7K	QoQ +11.60% (-1.7K) YoY +14.83% (+2.2K)	All Managers (Combined)	$2.6M	0.4% ($2.6M/$691.4M)	QoQ -8.82% (-$249.5K) YoY +17.66% (+$386.9K)