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

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Blackstone Inc.

BX|09260D107

Shares:7.2K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$691.4M)

NETFLIX INC

NFLX|64110L106

Shares:1.1K

Value:$998.7K

% of Portfolio:0.1% ($998.7K/$691.4M)

464287226

Shares:9.4K

Value:$931.7K

% of Portfolio:0.1% ($931.7K/$691.4M)

67092P508

Shares:26.9K

Value:$921.6K

% of Portfolio:0.1% ($921.6K/$691.4M)

HOME DEPOT, INC.

HD|437076102

Shares:2.5K

Value:$912.1K

% of Portfolio:0.1% ($912.1K/$691.4M)

464287481

IWP|464287481

Shares:7.4K

Value:$865.9K

% of Portfolio:0.1% ($865.9K/$691.4M)

Walmart Inc.

WMT|931142103

Shares:9.7K

Value:$854.0K

% of Portfolio:0.1% ($854.0K/$691.4M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:8.1K

Value:$833.5K

% of Portfolio:0.1% ($833.5K/$691.4M)

808524771

FNDX|808524771

Shares:34.9K

Value:$824.2K

% of Portfolio:0.1% ($824.2K/$691.4M)

464287473

IWS|464287473

Shares:6.4K

Value:$811.2K

% of Portfolio:0.1% ($811.2K/$691.4M)

ORACLE CORP

ORCL|68389X105

Shares:5.7K

Value:$794.0K

% of Portfolio:0.1% ($794.0K/$691.4M)

74933W460

Shares:15.8K

Value:$793.8K

% of Portfolio:0.1% ($793.8K/$691.4M)

ServiceNow, Inc.

NOW|81762P102

Shares:923

Value:$734.8K

% of Portfolio:0.1% ($734.8K/$691.4M)

464288158

Shares:6.8K

Value:$713.4K

% of Portfolio:0.1% ($713.4K/$691.4M)

464287465

EFA|464287465

Shares:8.3K

Value:$680.2K

% of Portfolio:0.1% ($680.2K/$691.4M)

RTX Corp

RTX|75513E101

Shares:5.1K

Value:$673.2K

% of Portfolio:0.1% ($673.2K/$691.4M)

922908538

VOT|922908538

Shares:2.7K

Value:$659.5K

% of Portfolio:0.1% ($659.5K/$691.4M)

MCDONALDS CORP

MCD|580135101

Shares:2.1K

Value:$643.5K

% of Portfolio:0.1% ($643.5K/$691.4M)

25434V815

Shares:22.4K

Value:$629.4K

% of Portfolio:0.1% ($629.4K/$691.4M)

922042858

VWO|922042858

Shares:13.9K

Value:$629.1K

% of Portfolio:0.1% ($629.1K/$691.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Blackstone Inc.(BXcusip09260D107)	7.2K	QoQ +8.90% (-590) YoY +37.94% (+2.0K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$691.4M)	QoQ -11.71% (-$133.8K) YoY +46.77% (+$321.5K)
NETFLIX INC(NFLXcusip64110L106)	1.1K	QoQ +4.69% (+48) YoY +13.69% (+129)	All Managers (Combined)	$998.7K	0.1% ($998.7K/$691.4M)	QoQ +9.53% (+$86.9K) YoY +74.63% (+$426.8K)
(cusip464287226)✕	9.4K	QoQ +3.19% (+292) YoY +77.31% (+4.1K)	All Managers (Combined)	$931.7K	0.1% ($931.7K/$691.4M)	QoQ +5.35% (+$47.4K) YoY +79.07% (+$411.4K)
(cusip67092P508)✕	26.9K	QoQ +10.94% (+2.7K) YoY +36.92% (+7.3K)	All Managers (Combined)	$921.6K	0.1% ($921.6K/$691.4M)	QoQ +9.03% (+$76.4K) YoY +36.96% (+$248.7K)
HOME DEPOT, INC.(HDcusip437076102)	2.5K	QoQ +6.09% (-143) YoY -3.41% (-88)	All Managers (Combined)	$912.1K	0.1% ($912.1K/$691.4M)	QoQ -0.05% (-$458) YoY -7.73% (-$76.5K)
(IWPcusip464287481)	7.4K	QoQ 0.00% (-0) YoY -0.06% (-5)	All Managers (Combined)	$865.9K	0.1% ($865.9K/$691.4M)	QoQ -7.30% (-$68.2K) YoY +2.86% (-$24.1K)
Walmart Inc.(WMTcusip931142103)	9.7K	QoQ +9.92% (+878) YoY +17.05% (+1.4K)	All Managers (Combined)	$854.0K	0.1% ($854.0K/$691.4M)	QoQ +6.80% (+$54.4K) YoY +70.78% (+$353.9K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	8.1K	QoQ -2.05% (-170) YoY +11.42% (-832)	All Managers (Combined)	$833.5K	0.1% ($833.5K/$691.4M)	QoQ -16.68% (-$167.0K) YoY -36.57% (-$480.7K)
(FNDXcusip808524771)	34.9K	QoQ +14.99% (+4.6K) YoY NEW(+34.9K)	All Managers (Combined)	$824.2K	0.1% ($824.2K/$691.4M)	QoQ +14.65% (+$105.3K) YoY NEW(+$824.2K)
(IWScusip464287473)	6.4K	QoQ +0.01% (-1) YoY +1.97% (+125)	All Managers (Combined)	$811.2K	0.1% ($811.2K/$691.4M)	QoQ -2.59% (-$21.6K) YoY +2.50% (+$19.8K)
ORACLE CORP(ORCLcusip68389X105)	5.7K	QoQ +4.81% (-261) YoY +13.24% (+664)	All Managers (Combined)	$794.0K	0.1% ($794.0K/$691.4M)	QoQ -12.05% (-$108.9K) YoY +26.04% (+$164.0K)
(cusip74933W460)✕	15.8K	QoQ -27.03% (-5.9K) YoY +9.48% (+1.4K)	All Managers (Combined)	$793.8K	0.1% ($793.8K/$691.4M)	QoQ -26.84% (-$291.3K) YoY +9.61% (+$69.6K)
ServiceNow, Inc.(NOWcusip81762P102)	923	QoQ +8.71% (-74) YoY -2.94% (-28)	All Managers (Combined)	$734.8K	0.1% ($734.8K/$691.4M)	QoQ -18.35% (-$165.2K) YoY +1.35% (-$9.8K)
(cusip464288158)✕	6.8K	QoQ +21.70% (+1.2K) YoY -14.23% (-1.1K)	All Managers (Combined)	$713.4K	0.1% ($713.4K/$691.4M)	QoQ +21.84% (+$127.9K) YoY -13.51% (-$111.5K)
(EFAcusip464287465)	8.3K	QoQ 0.00% (+0) YoY NEW(+8.3K)	All Managers (Combined)	$680.2K	0.1% ($680.2K/$691.4M)	QoQ +8.09% (+$50.9K) YoY NEW(+$680.2K)
RTX Corp(RTXcusip75513E101)	5.1K	QoQ +4.28% (+209) YoY +102.79% (+2.6K)	All Managers (Combined)	$673.2K	0.1% ($673.2K/$691.4M)	QoQ +19.37% (+$109.3K) YoY +175.41% (+$428.8K)
(VOTcusip922908538)	2.7K	QoQ 0.00% (-0) YoY +1.31% (+35)	All Managers (Combined)	$659.5K	0.1% ($659.5K/$691.4M)	QoQ -3.59% (-$24.6K) YoY +5.10% (+$32.0K)
MCDONALDS CORP(MCDcusip580135101)	2.1K	QoQ +6.07% (+118) YoY +8.47% (+161)	All Managers (Combined)	$643.5K	0.1% ($643.5K/$691.4M)	QoQ +14.30% (+$80.5K) YoY +20.18% (+$108.1K)
(cusip25434V815)✕	22.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$629.4K	0.1% ($629.4K/$691.4M)	QoQ -8.54% (-$58.8K) YoY -6.47% (-$43.6K)
(VWOcusip922042858)	13.9K	QoQ -1.62% (-229) YoY NEW(+13.9K)	All Managers (Combined)	$629.1K	0.1% ($629.1K/$691.4M)	QoQ +1.10% (-$6.9K) YoY NEW(+$629.1K)