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 • $691,411.603K total value

225 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

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464287655

IWM|464287655

Shares:12.1K

Value:$2.4M

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:5.1K

Value:$2.4M

COLGATE PALMOLIVE CO

CL|194162103

Shares:25.0K

Value:$2.3M

808524607

SCHA|808524607

Shares:98.5K

Value:$2.3M

25434V690

Shares:65.9K

Value:$2.3M

464288877

Shares:38.8K

Value:$2.3M

EQUINIX INC

EQIX|29444U700

Shares:2.6K

Value:$2.2M

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:4.0K

Value:$2.1M

808524797

SCHD|808524797

Shares:76.7K

Value:$2.1M

464287804

IJR|464287804

Shares:20.0K

Value:$2.1M

46432F834

IXUS|46432F834

Shares:29.2K

Value:$2.0M

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:3.8K

Value:$2.0M

922908751

VB|922908751

Shares:9.0K

Value:$2.0M

Compass, Inc.

COMP|20464U100

Shares:228.8K

Value:$2.0M

Mastercard Inc

MA|57636Q104

Shares:3.6K

Value:$2.0M

464287507

IJH|464287507

Shares:32.5K

Value:$1.9M

67092P201

Shares:24.1K

Value:$1.9M

464288570

Shares:17.3K

Value:$1.8M

67092P300

Shares:43.7K

Value:$1.8M

Alphabet Inc.

GOOG|02079K107

Shares:10.8K

Value:$1.7M

Instrument	Shares		Other Manager	Value
(IWMcusip464287655)	12.1K	QoQ -1.30% (-160) YoY +9.57% (+1.1K)	All Managers (Combined)	$2.4M	QoQ -10.89% (-$294.6K) YoY +3.94% (+$91.3K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	5.1K	QoQ -3.86% (-203) YoY +1.50% (+75)	All Managers (Combined)	$2.4M	QoQ -11.81% (-$317.6K) YoY +7.19% (+$159.0K)
COLGATE PALMOLIVE CO(CLcusip194162103)	25.0K	QoQ -2.76% (-710) YoY -8.07% (-2.2K)	All Managers (Combined)	$2.3M	QoQ +0.21% (-$5.1K) YoY -4.34% (-$106.3K)
(SCHAcusip808524607)	98.5K	QoQ -1.56% (-1.6K) YoY +95.27% (-48.0K)	All Managers (Combined)	$2.3M	QoQ -10.81% (-$279.8K) YoY -7.08% (-$175.8K)
(cusip25434V690)✕	65.9K	QoQ +9.20% (+5.6K) YoY +73.84% (+28.0K)	All Managers (Combined)	$2.3M	QoQ +15.98% (+$316.8K) YoY +80.13% (+$1.0M)
(cusip464288877)✕	38.8K	QoQ +0.14% (+58) YoY +43.35% (+11.7K)	All Managers (Combined)	$2.3M	QoQ +12.49% (+$254.0K) YoY +55.32% (+$814.2K)
EQUINIX INC(EQIXcusip29444U700)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$2.2M	QoQ NEW(+$2.2M) YoY NEW(+$2.2M)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	4.0K	QoQ -0.12% (-5) YoY -0.37% (-15)	All Managers (Combined)	$2.1M	QoQ -6.45% (-$147.9K) YoY -4.47% (-$100.4K)
(SCHDcusip808524797)	76.7K	QoQ -0.03% (-28) YoY +183.09% (-49.6K)	All Managers (Combined)	$2.1M	QoQ +2.30% (-$48.3K) YoY -1.83% (-$40.0K)
(IJRcusip464287804)	20.0K	QoQ -0.65% (-132) YoY -11.02% (-2.5K)	All Managers (Combined)	$2.1M	QoQ -9.84% (-$228.1K) YoY -15.81% (-$392.7K)
(IXUScusip46432F834)	29.2K	QoQ +0.27% (+80) YoY -22.34% (-8.4K)	All Managers (Combined)	$2.0M	QoQ +5.83% (+$112.3K) YoY -20.10% (-$512.4K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	3.8K	QoQ -4.60% (-185) YoY +53.36% (+1.3K)	All Managers (Combined)	$2.0M	QoQ -1.22% (-$25.0K) YoY +62.36% (+$771.3K)
(VBcusip922908751)	9.0K	QoQ +0.92% (-83) YoY -9.15% (-909)	All Managers (Combined)	$2.0M	QoQ -6.86% (-$147.4K) YoY -11.87% (-$269.7K)
Compass, Inc.(COMPcusip20464U100)	228.8K	QoQ 0.00% (+0) YoY NEW(+228.8K)	All Managers (Combined)	$2.0M	QoQ +49.23% (+$658.8K) YoY NEW(+$2.0M)
Mastercard Inc(MAcusip57636Q104)	3.6K	QoQ +4.64% (+160) YoY -21.52% (-988)	All Managers (Combined)	$2.0M	QoQ +8.93% (+$162.0K) YoY -10.67% (-$236.0K)
(IJHcusip464287507)	32.5K	QoQ -0.93% (-308) YoY -9.07% (-3.2K)	All Managers (Combined)	$1.9M	QoQ -7.23% (-$148.1K) YoY -12.65% (-$275.1K)
(cusip67092P201)✕	24.1K	QoQ +6.24% (-1.4K) YoY +22.91% (+4.5K)	All Managers (Combined)	$1.9M	QoQ -3.10% (-$60.5K) YoY +26.13% (+$390.6K)
(cusip464288570)✕	17.3K	QoQ +3.86% (-645) YoY +21.15% (+3.0K)	All Managers (Combined)	$1.8M	QoQ -3.51% (-$64.7K) YoY +23.07% (+$332.4K)
(cusip67092P300)✕	43.7K	QoQ +20.56% (+7.5K) YoY +74.73% (+18.7K)	All Managers (Combined)	$1.8M	QoQ +23.99% (+$342.3K) YoY +82.05% (+$797.4K)
Alphabet Inc.(GOOGcusip02079K107)	10.8K	QoQ +1.65% (-175) YoY +4.90% (+503)	All Managers (Combined)	$1.7M	QoQ -16.60% (-$334.5K) YoY +7.64% (+$119.3K)