Revolve Wealth Partners, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 225Value: $691.4MLatest: 2025Q1

Revolve Wealth Partners, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 225 holdings worth $0.7 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 1 of 12

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922908769

VTI|922908769

Shares:372.9K

Value:$102.5M

% of Portfolio:14.8% ($102.5M/$691.4M)

46432F842

IEFA|46432F842

Shares:592.2K

Value:$44.8M

% of Portfolio:6.5% ($44.8M/$691.4M)

02072L201

Shares:1.4M

Value:$35.1M

% of Portfolio:5.1% ($35.1M/$691.4M)

78464A284

Shares:1.2M

Value:$31.0M

% of Portfolio:4.5% ($31.0M/$691.4M)

74933W452

Shares:486.3K

Value:$24.3M

% of Portfolio:3.5% ($24.3M/$691.4M)

02072L409

Shares:376.2K

Value:$22.3M

% of Portfolio:3.2% ($22.3M/$691.4M)

02072L771

Shares:722.2K

Value:$21.5M

% of Portfolio:3.1% ($21.5M/$691.4M)

132061201

Shares:329.7K

Value:$21.0M

% of Portfolio:3.0% ($21.0M/$691.4M)

78468R721

Shares:424.0K

Value:$19.1M

% of Portfolio:2.8% ($19.1M/$691.4M)

808524805

SCHF|808524805

Shares:903.3K

Value:$17.9M

% of Portfolio:2.6% ($17.9M/$691.4M)

97717W307

DLN|97717W307

Shares:219.6K

Value:$17.4M

% of Portfolio:2.5% ($17.4M/$691.4M)

808524839

Shares:742.9K

Value:$17.2M

% of Portfolio:2.5% ($17.2M/$691.4M)

Apple Inc.

AAPL|037833100

Shares:72.5K

Value:$16.1M

% of Portfolio:2.3% ($16.1M/$691.4M)

97717X131

Shares:411.7K

Value:$14.7M

% of Portfolio:2.1% ($14.7M/$691.4M)

464288414

MUB|464288414

Shares:128.3K

Value:$13.5M

% of Portfolio:2.0% ($13.5M/$691.4M)

808524300

SCHG|808524300

Shares:489.6K

Value:$12.3M

% of Portfolio:1.8% ($12.3M/$691.4M)

MICROSOFT CORP

MSFT|594918104

Shares:27.9K

Value:$10.5M

% of Portfolio:1.5% ($10.5M/$691.4M)

025072877

Shares:119.5K

Value:$10.4M

% of Portfolio:1.5% ($10.4M/$691.4M)

808524201

SCHX|808524201

Shares:471.3K

Value:$10.4M

% of Portfolio:1.5% ($10.4M/$691.4M)

464287200

IVV|464287200

Shares:17.9K

Value:$10.1M

% of Portfolio:1.5% ($10.1M/$691.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	372.9K	QoQ -0.25% (-958) YoY +2.37% (+8.7K)	All Managers (Combined)	$102.5M	14.8% ($102.5M/$691.4M)	QoQ -5.40% (-$5.9M) YoY +8.26% (+$7.8M)
(IEFAcusip46432F842)	592.2K	QoQ +7.34% (+40.5K) YoY +17.76% (+89.3K)	All Managers (Combined)	$44.8M	6.5% ($44.8M/$691.4M)	QoQ +15.54% (+$6.0M) YoY +20.03% (+$7.5M)
(cusip02072L201)✕	1.4M	QoQ +9.50% (+119.2K) YoY +21.43% (+242.4K)	All Managers (Combined)	$35.1M	5.1% ($35.1M/$691.4M)	QoQ +16.43% (+$4.9M) YoY +14.95% (+$4.6M)
(cusip78464A284)✕	1.2M	QoQ +11.93% (+130.9K) YoY +32.36% (+300.3K)	All Managers (Combined)	$31.0M	4.5% ($31.0M/$691.4M)	QoQ +10.35% (+$2.9M) YoY +29.94% (+$7.1M)
(cusip74933W452)✕	486.3K	QoQ -3.15% (-15.8K) YoY +8.76% (+39.2K)	All Managers (Combined)	$24.3M	3.5% ($24.3M/$691.4M)	QoQ -2.85% (-$716.0K) YoY +8.72% (+$2.0M)
(cusip02072L409)✕	376.2K	QoQ +1.55% (-5.8K) YoY +3.76% (+13.6K)	All Managers (Combined)	$22.3M	3.2% ($22.3M/$691.4M)	QoQ -5.93% (-$1.4M) YoY +4.27% (+$915.5K)
(cusip02072L771)✕	722.2K	QoQ +1.65% (-11.8K) YoY +9.17% (+60.7K)	All Managers (Combined)	$21.5M	3.1% ($21.5M/$691.4M)	QoQ -2.53% (-$559.1K) YoY +12.10% (+$2.3M)
(cusip132061201)✕	329.7K	QoQ +9.51% (+28.7K) YoY +22.14% (+59.8K)	All Managers (Combined)	$21.0M	3.0% ($21.0M/$691.4M)	QoQ +2.04% (+$422.4K) YoY +6.36% (+$1.3M)
(cusip78468R721)✕	424.0K	QoQ +2.20% (+9.2K) YoY +20.45% (+72.0K)	All Managers (Combined)	$19.1M	2.8% ($19.1M/$691.4M)	QoQ +0.97% (+$184.6K) YoY +16.79% (+$2.7M)
(SCHFcusip808524805)	903.3K	QoQ +9.81% (+80.7K) YoY +143.17% (+531.8K)	All Managers (Combined)	$17.9M	2.6% ($17.9M/$691.4M)	QoQ +17.41% (+$2.6M) YoY +23.26% (+$3.4M)
(DLNcusip97717W307)	219.6K	QoQ +0.50% (+1.1K) YoY +0.59% (+1.3K)	All Managers (Combined)	$17.4M	2.5% ($17.4M/$691.4M)	QoQ +2.54% (+$432.6K) YoY +10.59% (+$1.7M)
(cusip808524839)✕	742.9K	QoQ +1.04% (+7.7K) YoY +163.88% (+461.4K)	All Managers (Combined)	$17.2M	2.5% ($17.2M/$691.4M)	QoQ +3.09% (+$515.8K) YoY +32.86% (+$4.3M)
Apple Inc.(AAPLcusip037833100)	72.5K	QoQ +8.43% (-5.6K) YoY +18.68% (+11.4K)	All Managers (Combined)	$16.1M	2.3% ($16.1M/$691.4M)	QoQ -3.81% (-$638.7K) YoY +53.73% (+$5.6M)
(cusip97717X131)✕	411.7K	QoQ +10.29% (+38.4K) YoY +29.16% (+93.0K)	All Managers (Combined)	$14.7M	2.1% ($14.7M/$691.4M)	QoQ +15.03% (+$1.9M) YoY +21.09% (+$2.6M)
(MUBcusip464288414)	128.3K	QoQ +3.29% (+4.1K) YoY +11.57% (+13.3K)	All Managers (Combined)	$13.5M	2.0% ($13.5M/$691.4M)	QoQ +2.22% (+$294.1K) YoY +9.33% (+$1.2M)
(SCHGcusip808524300)	489.6K	QoQ +1.70% (-8.2K) YoY +311.36% (+370.6K)	All Managers (Combined)	$12.3M	1.8% ($12.3M/$691.4M)	QoQ -8.62% (-$1.2M) YoY +11.09% (+$1.2M)
MICROSOFT CORP(MSFTcusip594918104)	27.9K	QoQ +0.84% (-233) YoY +18.35% (+4.3K)	All Managers (Combined)	$10.5M	1.5% ($10.5M/$691.4M)	QoQ -10.18% (-$1.2M) YoY +5.60% (+$555.9K)
(cusip025072877)✕	119.5K	QoQ +477920.00% (+119.5K) YoY +23.94% (+23.1K)	All Managers (Combined)	$10.4M	1.5% ($10.4M/$691.4M)	QoQ +0.49% (+$50.8K) YoY +15.29% (+$1.4M)
(SCHXcusip808524201)	471.3K	QoQ +1.30% (-6.1K) YoY +167.77% (-295.3K)	All Managers (Combined)	$10.4M	1.5% ($10.4M/$691.4M)	QoQ -3.50% (-$377.9K) YoY -4.73% (-$516.8K)
(IVVcusip464287200)	17.9K	QoQ -0.86% (-156) YoY -4.76% (-895)	All Managers (Combined)	$10.1M	1.5% ($10.1M/$691.4M)	QoQ -5.37% (-$571.2K) YoY +1.79% (-$177.0K)