Revolve-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "PINS",
  "RJF",
  "HUM",
  "MU",
  "FNDF",
  "FNDA",
  "ACN",
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  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,
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  "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,
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  "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",
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  "V",
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
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]

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 6 of 12

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COCA COLA CO

KO|191216100

Shares:8.8K

Value:$628.9K

% of Portfolio:0.1% ($628.9K/$691.4M)

AMPHENOL CORP /DE/

APH|032095101

Shares:9.3K

Value:$611.2K

% of Portfolio:0.1% ($611.2K/$691.4M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:2.0K

Value:$604.0K

% of Portfolio:0.1% ($604.0K/$691.4M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:14.1K

Value:$589.7K

% of Portfolio:0.1% ($589.7K/$691.4M)

464287234

EEM|464287234

Shares:13.4K

Value:$585.6K

% of Portfolio:0.1% ($585.6K/$691.4M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:9.3K

Value:$573.6K

% of Portfolio:0.1% ($573.6K/$691.4M)

ONEOK INC /NEW/

OKE|682680103

Shares:5.7K

Value:$565.6K

% of Portfolio:0.1% ($565.6K/$691.4M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:6.6K

Value:$556.8K

% of Portfolio:0.1% ($556.8K/$691.4M)

808524409

Shares:20.7K

Value:$551.5K

% of Portfolio:0.1% ($551.5K/$691.4M)

78464A847

Shares:10.7K

Value:$546.6K

% of Portfolio:0.1% ($546.6K/$691.4M)

ADOBE INC.

ADBE|00724F101

Shares:1.4K

Value:$543.1K

% of Portfolio:0.1% ($543.1K/$691.4M)

CHEVRON CORP

CVX|166764100

Shares:3.2K

Value:$540.7K

% of Portfolio:0.1% ($540.7K/$691.4M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:2.1K

Value:$533.4K

% of Portfolio:0.1% ($533.4K/$691.4M)

46137V597

Shares:13.8K

Value:$523.9K

% of Portfolio:0.1% ($523.9K/$691.4M)

Salesforce, Inc.

CRM|79466L302

Shares:1.9K

Value:$522.2K

% of Portfolio:0.1% ($522.2K/$691.4M)

808524755

FNDF|808524755

Shares:14.3K

Value:$516.5K

% of Portfolio:0.1% ($516.5K/$691.4M)

INTUIT INC.

INTU|461202103

Shares:826

Value:$507.2K

% of Portfolio:0.1% ($507.2K/$691.4M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:2.4K

Value:$505.3K

% of Portfolio:0.1% ($505.3K/$691.4M)

Walt Disney Co

DIS|254687106

Shares:5.1K

Value:$504.3K

% of Portfolio:0.1% ($504.3K/$691.4M)

389637109

Shares:7.7K

Value:$502.8K

% of Portfolio:0.1% ($502.8K/$691.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COCA COLA CO(KOcusip191216100)	8.8K	QoQ -0.14% (-13) YoY +13.97% (+1.1K)	All Managers (Combined)	$628.9K	0.1% ($628.9K/$691.4M)	QoQ +14.86% (-$81.4K) YoY +33.42% (+$157.6K)
AMPHENOL CORP /DE/(APHcusip032095101)	9.3K	QoQ -7.68% (-776) YoY +417.37% (+7.5K)	All Managers (Combined)	$611.2K	0.1% ($611.2K/$691.4M)	QoQ -12.81% (-$89.9K) YoY +194.19% (+$403.4K)
Air Products & Chemicals, Inc.(APDcusip009158106)	2.0K	QoQ +2.45% (+49) YoY +0.54% (+11)	All Managers (Combined)	$604.0K	0.1% ($604.0K/$691.4M)	QoQ +4.17% (+$24.2K) YoY +22.38% (+$110.5K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	14.1K	QoQ +1.72% (-240) YoY +9.57% (+1.2K)	All Managers (Combined)	$589.7K	0.1% ($589.7K/$691.4M)	QoQ -3.41% (-$20.8K) YoY +20.58% (+$100.7K)
(EEMcusip464287234)	13.4K	QoQ -0.80% (-109) YoY -0.80% (-109)	All Managers (Combined)	$585.6K	0.1% ($585.6K/$691.4M)	QoQ +3.65% (-$20.6K) YoY +5.51% (-$30.6K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	9.3K	QoQ +1.50% (+138) YoY +58.00% (+3.4K)	All Managers (Combined)	$573.6K	0.1% ($573.6K/$691.4M)	QoQ +5.81% (+$31.5K) YoY +95.36% (+$280.0K)
ONEOK INC /NEW/(OKEcusip682680103)	5.7K	QoQ +0.99% (-56) YoY NEW(+5.7K)	All Managers (Combined)	$565.6K	0.1% ($565.6K/$691.4M)	QoQ -0.19% (-$1.1K) YoY NEW(+$565.6K)
Palantir Technologies Inc.(PLTRcusip69608A108)	6.6K	QoQ +10.94% (+651) YoY NEW(+6.6K)	All Managers (Combined)	$556.8K	0.1% ($556.8K/$691.4M)	QoQ +23.81% (+$107.1K) YoY NEW(+$556.8K)
(cusip808524409)✕	20.7K	QoQ -0.62% (-130) YoY +176.39% (-13.2K)	All Managers (Combined)	$551.5K	0.1% ($551.5K/$691.4M)	QoQ +1.32% (-$7.2K) YoY -3.31% (-$18.9K)
(cusip78464A847)✕	10.7K	QoQ -1.15% (-125) YoY -54.94% (-13.0K)	All Managers (Combined)	$546.6K	0.1% ($546.6K/$691.4M)	QoQ -7.49% (-$44.3K) YoY -56.76% (-$717.7K)
ADOBE INC.(ADBEcusip00724F101)	1.4K	QoQ +8.50% (-111) YoY +1.57% (-22)	All Managers (Combined)	$543.1K	0.1% ($543.1K/$691.4M)	QoQ -6.41% (-$37.2K) YoY -22.79% (-$160.3K)
CHEVRON CORP(CVXcusip166764100)	3.2K	QoQ +8.31% (+248) YoY +0.87% (+28)	All Managers (Combined)	$540.7K	0.1% ($540.7K/$691.4M)	QoQ +25.09% (+$108.5K) YoY +6.98% (+$35.3K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	2.1K	QoQ +8.22% (+163) YoY +30.07% (+496)	All Managers (Combined)	$533.4K	0.1% ($533.4K/$691.4M)	QoQ +22.43% (+$97.7K) YoY +69.42% (+$218.6K)
(cusip46137V597)✕	13.8K	QoQ +11.22% (+1.4K) YoY NEW(+13.8K)	All Managers (Combined)	$523.9K	0.1% ($523.9K/$691.4M)	QoQ +1.19% (+$6.2K) YoY NEW(+$523.9K)
Salesforce, Inc.(CRMcusip79466L302)	1.9K	QoQ +6.51% (-119) YoY +2.52% (-48)	All Managers (Combined)	$522.2K	0.1% ($522.2K/$691.4M)	QoQ -14.50% (-$88.6K) YoY -8.64% (-$49.4K)
(FNDFcusip808524755)	14.3K	QoQ +13.41% (+1.7K) YoY NEW(+14.3K)	All Managers (Combined)	$516.5K	0.1% ($516.5K/$691.4M)	QoQ +23.42% (+$98.0K) YoY NEW(+$516.5K)
INTUIT INC.(INTUcusip461202103)	826	QoQ +1.59% (-13) YoY +115.66% (+443)	All Managers (Combined)	$507.2K	0.1% ($507.2K/$691.4M)	QoQ -0.74% (-$3.8K) YoY +103.71% (+$258.2K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	2.4K	QoQ +1.27% (-30) YoY +66.27% (+951)	All Managers (Combined)	$505.3K	0.1% ($505.3K/$691.4M)	QoQ -5.06% (-$27.0K) YoY +71.53% (+$210.7K)
Walt Disney Co(DIScusip254687106)	5.1K	QoQ +5.82% (-281) YoY +3.10% (-154)	All Managers (Combined)	$504.3K	0.1% ($504.3K/$691.4M)	QoQ -6.20% (-$33.3K) YoY -16.82% (-$102.0K)
(cusip389637109)✕	7.7K	QoQ 0.00% (-0) YoY NEW(+7.7K)	All Managers (Combined)	$502.8K	0.1% ($502.8K/$691.4M)	QoQ -11.95% (-$68.3K) YoY NEW(+$502.8K)