Revolve Wealth Partners, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Revolve Wealth Partners, LLC

CIK Number: 0001808992

769.55M
Market Value
223
# of Holdings
8 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 VTI Vanguard Total ...
317.38
+0.44% 372.89K -0.26% 102.48M 211.15 14.82% Share
2 IEFA iShares Core MS...
84.85
+0.15% 592.19K +7.34% 44.8M 71.75 6.48% Share
3 IVAL Alpha Architect...
29.80
+0.22% 1.37M +9.50% 35.07M 25.11 5.07% Share
4 HYMB SPDR Nuveen Blo...
24.19
+0.33% 1.23M +11.93% 30.97M 26.39 4.48% Share
5 TBIL US Treasury 3 M...
49.86
+0.02% 486.31K -3.15% 24.32M 49.86 3.52% Share
6 QMOM Alpha Architect...
62.43
+0.10% 376.2K +1.55% 22.35M 46.57 3.23% Share
7 ITAN Sparkline Intan...
33.70
-0.25% 722.21K +1.66% 21.51M 23.47 3.11% Share
8 SYLD Cambria Shareho...
69.16
-0.18% 329.75K +9.52% 21.04M 61.81 3.04% Share
9 TFI SPDR Nuveen Blo...
44.63
+0.28% 424.02K +2.21% 19.11M 48.26 2.76% Share
10 SCHF Schwab Internat...
22.57
+0.18% 903.33K +9.81% 17.87M 18.67 2.58% Share
11 DLN WisdomTree U.S....
85.02
-0.11% 219.6K +0.50% 17.43M 65.86 2.52% Share
12 SCHZ Schwab U.S. Agg...
23.23
+0.32% 742.93K +1.04% 17.21M 24.18 2.49% Share
13 AAPL Apple Inc.
238.47
+3.81% 72.5K +8.43% 16.1M 187.11 2.33% Share
14 IQDG WisdomTree Inte...
38.48
+0.56% 411.69K +10.29% 14.69M 34.49 2.12% Share
15 MUB iShares Nationa...
104.25
+0.26% 128.29K +3.30% 13.53M 108.52 1.96% Share
16 SCHG Schwab U.S. Lar...
30.55
+0.94% 489.57K +1.71% 12.26M 19.27 1.77% Share
17 MSFT Microsoft Corpo...
505.35
+0.05% 27.92K +0.84% 10.48M 345.53 1.52% Share
18 AVUV Avantis U.S. Sm...
99.17
-0.31% 119.5K +8.86% 10.42M 79.92 1.51% Share
19 SCHX Schwab U.S. Lar...
25.49
+0.43% 471.28K +1.30% 10.41M 18.87 1.50% Share
20 IVV iShares Core S&...
646.88
+0.54% 17.9K -0.86% 10.06M 473.37 1.45% Share
21 HYD VanEck High Yie...
49.48
+0.39% 191.56K +0.23% 9.8M 54.5 1.42% Share
22 NVDA NVIDIA Corporat...
170.63
-0.09% 79.55K +5.82% 8.62M 38.62 1.25% Share
23 VEA Vanguard Develo...
58.31
+0.21% 129.25K +4.67% 6.57M 49.84 0.95% Share
24 PHB Invesco Fundame...
18.55
+0.41% 313.57K -0.16% 5.66M 18.23 0.82% Share
25 AMZN Amazon.com, Inc...
225.99
+0.29% 28.21K +12.63% 5.37M 167.66 0.78% Share
26 META Meta Platforms,...
737.05
+0.26% 8.98K -5.07% 5.17M 335.61 0.75% Share
27 VUG Vanguard Growth...
459.86
+1.08% 13.82K -0.41% 5.12M 258.42 0.74% Share
28 EFG iShares MSCI EA...
110.22
+0.45% 50.22K -0.38% 5.02M 93.75 0.73% Share
29 AMGN Amgen Inc.
283.85
-1.07% 15.5K -5.06% 4.83M 225.46 0.70% Share
30 TSLA Tesla, Inc.
334.09
+1.44% 16.67K +213.52% 4.32M 286.71 0.62% Share
31 V Visa Inc.
350.83
+0.22% 12.17K +3.06% 4.27M 251.04 0.62% Share
32 VOO Vanguard S&P 50...
591.76
+0.52% 8.29K +78.27% 4.26M 466.25 0.62% Share
33 VXUS Vanguard Total ...
71.02
+0.21% 66.09K +1.29% 4.1M 62.16 0.59% Share
34 SPY SPDR S&P 500 ET...
643.65
+0.53% 7.03K -0.06% 3.93M 484.06 0.57% Share
35 BRK-B Berkshire Hatha...
501.46
+0.06% 6.55K +2.20% 3.49M 350.79 0.50% Share
36 JPM JPMorgan Chase ...
299.47
-0.08% 13.9K +15.84% 3.41M 169.77 0.49% Share
37 SCHM Schwab U.S. Mid...
29.33
-0.14% 110.82K -3.64% 2.9M 26.51 0.42% Share
38 IWF iShares Russell...
445.97
+0.97% 7.74K +20.09% 2.8M 307.64 0.40% Share
39 VO Vanguard Mid Ca...
287.61
-0.19% 10.78K -2.21% 2.79M 243.29 0.40% Share
40 GOOGL Alphabet Inc.
230.66
+9.14% 16.66K +11.61% 2.58M 136.81 0.37% Share
41 IWM iShares Russell...
233.71
-0.08% 12.07K -1.31% 2.41M 214.63 0.35% Share
42 QQQ Invesco QQQ Tru...
570.07
+0.79% 5.05K -3.86% 2.37M 407.63 0.34% Share
43 CL Colgate-Palmoli...
83.82
-0.68% 24.97K -2.77% 2.34M 71.05 0.34% Share
44 SCHA Schwab U.S. Sma...
27.14
-0.15% 98.48K -1.57% 2.31M 25.01 0.33% Share
45 DFSI Dimensional Int...
40.03
+0.38% 65.89K +9.20% 2.3M 33.08 0.33% Share
46 EFV iShares MSCI EA...
66.35
-0.12% 38.78K +0.15% 2.29M 48.58 0.33% Share
47 EQIX Equinix, Inc.
762.22
-1.21% 2.65K +100.00% 2.16M 815.35 0.31% Share
48 MDY SPDR S&P MIDCAP...
591.45
-0.18% 4.02K -0.12% 2.14M 509.72 0.31% Share
49 SCHD Schwab U.S. Div...
27.60
-0.87% 76.66K -0.04% 2.14M 25.79 0.31% Share
50 IJR iShares Core S&...
117.03
-0.1% 19.98K -0.66% 2.09M 113.03 0.30% Share
51 IXUS iShares Core MS...
79.49
+0.29% 29.16K +0.28% 2.04M 68.98 0.29% Share
52 UNH UnitedHealth Gr...
307.54
-0.41% 3.83K -4.6% 2.01M 507.4 0.29% Share
53 VB Vanguard Small ...
250.77
-0.17% 9.02K +0.93% 2M 220.13 0.29% Share
54 COMP Compass, Inc.
9.05
+1.34% 228.75K 0.00% 2M 5.85 0.29% Share
55 MA Mastercard Inco...
593.13
+0.21% 3.6K +4.65% 1.97M 369.83 0.29% Share
56 IJH iShares Core S&...
64.79
-0.18% 32.55K -0.94% 1.9M 55.31 0.27% Share
57 NULG Nuveen ESG Larg...
97.36
+0.10% 24.08K +6.25% 1.89M 65.18 0.27% Share
58 DSI iShares MSCI KL...
121.11
+0.61% 17.31K +3.87% 1.77M 83.57 0.26% Share
59 NULV Nuveen ESG Larg...
42.85
-0.14% 43.69K +20.56% 1.77M 38.18 0.26% Share
60 GOOG Alphabet Inc.
231.10
+9.01% 10.75K +1.65% 1.68M 137.12 0.24% Share
61 ABBV AbbVie Inc.
211.88
-0.02% 7.55K +3.70% 1.58M 169.43 0.23% Share
62 VTEB Vanguard Tax-Ex...
48.93
+0.27% 31.67K +132.50% 1.57M 49.83 0.23% Share
63 AVGO Broadcom Inc.
302.39
+1.39% 9.08K +13.59% 1.52M 103.87 0.22% Share
64 JNJ Johnson & Johns...
177.98
-0.04% 8.91K +5.11% 1.48M 166.56 0.21% Share
65 DFCF Dimensional Cor...
42.48
+0.34% 32.74K +100.00% 1.38M 42.06 0.20% Share
66 LLY Eli Lilly and C...
737.66
+0.34% 1.61K +9.72% 1.33M 439.33 0.19% Share
67 AVSD Avantis Respons...
69.11
+0.11% 21.87K +11.73% 1.31M 55.85 0.19% Share
68 NYF iShares New Yor...
52.10
+0.25% 24.8K +8.35% 1.31M 53.38 0.19% Share
69 SHOP Shopify Inc.
140.22
+0.85% 13.03K +58.69% 1.24M 84.56 0.18% Share
70 BOXX Alpha Architect...
113.52
+0.02% 11.09K -0.42% 1.24M 108.4 0.18% Share
71 COST Costco Wholesal...
949.78
+1.17% 1.27K +13.09% 1.2M 608.55 0.17% Share
72 DMXF iShares ESG Adv...
73.51
+0.22% 17.45K +7.91% 1.17M 66.05 0.17% Share
73 NUSC Nuveen ESG Smal...
43.04
+0.07% 30.42K +11.57% 1.17M 38.6 0.17% Share
74 VOE Vanguard Mid-Ca...
171.30
-0.26% 7.25K 0.00% 1.16M 150.93 0.17% Share
75 XOM Exxon Mobil Cor...
111.95
-2.39% 9.41K +10.95% 1.12M 87.13 0.16% Share
76 PG The Procter & G...
158.17
+0.11% 6.55K +6.11% 1.12M 162.86 0.16% Share
77 ISRG Intuitive Surgi...
441.18
-5.95% 2.13K +86.54% 1.06M 419.22 0.15% Share
78 UBER Uber Technologi...
92.91
+0.11% 14.39K -7.53% 1.05M 39.69 0.15% Share
79 NUMG Nuveen ESG Mid-...
48.65
-0.37% 23.73K +7.72% 1.02M 42.07 0.15% Share
80 VIG Vanguard Divide...
210.29
+0.10% 5.2K +2.70% 1.01M 177.41 0.15% Share
81 BX Blackstone Inc.
167.30
-1.33% 7.22K +8.90% 1.01M 127.7 0.15% Share
82 NFLX Netflix, Inc.
1226.18
+0.99% 1.07K +4.69% 998.74K 423.15 0.14% Share
83 AGG iShares Core U....
99.22
+0.36% 9.42K +3.20% 931.72K 105.3 0.13% Share
84 NUMV Nuveen ESG Mid-...
37.83
+0.03% 26.94K +10.95% 921.63K 31.16 0.13% Share
85 HD The Home Depot,...
407.52
+0.30% 2.49K +6.10% 912.06K 357.66 0.13% Share
86 IWP iShares Russell...
141.68
-0.13% 7.37K 0.00% 865.9K 115.43 0.13% Share
87 WMT Walmart Inc.
99.44
+1.62% 9.73K +9.92% 853.96K 54.62 0.12% Share
88 AMD Advanced Micro ...
162.13
-0.12% 8.11K -2.05% 833.53K 140.81 0.12% Share
89 FNDX Schwab Fundamen...
25.67
+0.12% 34.91K +14.99% 824.25K 23.67 0.12% Share
90 IWS iShares Russell...
137.45
-0.14% 6.44K +0.02% 811.25K 122.49 0.12% Share
91 ORCL Oracle Corporat...
223.47
-0.81% 5.68K +4.82% 793.99K 122.12 0.11% Share
92 XBIL The RBB Fund, I...
50.03
+0.01% 15.82K -27.04% 793.84K 49.98 0.11% Share
93 NOW ServiceNow, Inc...
919.84
+0.92% 923 +8.72% 734.84K 657.26 0.11% Share
94 SUB iShares Short-T...
106.85
+0.02% 6.76K +21.71% 713.43K 105.59 0.10% Share
95 EFA iShares MSCI EA...
90.73
+0.17% 8.32K 0.00% 680.17K 75.61 0.10% Share
96 RTX RTX Corporation
158.08
+0.04% 5.08K +4.29% 673.18K 110.12 0.10% Share
97 VOT Vanguard Mid-Ca...
286.71
-0.16% 2.7K 0.00% 659.46K 251.74 0.10% Share
98 MCD McDonald's Corp...
316.32
+0.18% 2.06K +6.08% 643.49K 251.75 0.09% Share
99 DFSV Dimensional US ...
32.05
-0.39% 22.36K 0.00% 629.43K 25.73 0.09% Share
100 VWO Vanguard Emergi...
51.59
+0.24% 13.9K -1.62% 629.11K 44.04 0.09% Share
101 KO The Coca-Cola C...
69.01
-0.07% 8.78K -0.15% 628.94K 59.81 0.09% Share
102 APH Amphenol Corpor...
110.72
+1.35% 9.32K -7.69% 611.17K 64.31 0.09% Share
103 APD Air Products an...
291.13
-0.36% 2.05K +2.45% 604K 283.79 0.09% Share
104 BAC Bank of America...
50.09
-0.65% 14.13K +1.73% 589.73K 37.83 0.09% Share
105 EEM iShares MSCI Em...
50.00
+0.36% 13.4K -0.81% 585.58K 47.59 0.08% Share
106 CSCO Cisco Systems, ...
67.67
-0.19% 9.29K +1.51% 573.55K 52.68 0.08% Share
107 OKE ONEOK, Inc.
73.89
-0.98% 5.7K +0.99% 565.55K 91.24 0.08% Share
108 PLTR Palantir Techno...
154.86
-1.42% 6.6K +10.95% 556.79K 76.5 0.08% Share
109 SCHV Schwab U.S. Lar...
28.52
-0.45% 20.75K -0.62% 551.52K 24.29 0.08% Share
110 SPMD SPDR Portfolio ...
56.78
-0.19% 10.68K -1.16% 546.59K 49.71 0.08% Share
111 ADBE Adobe Inc.
348.50
+0.83% 1.42K +8.51% 543.08K 530.2 0.08% Share
112 CVX Chevron Corpora...
157.97
-2.39% 3.23K +8.31% 540.66K 137.35 0.08% Share
113 IBM International B...
244.17
+1.11% 2.15K +8.22% 533.42K 178.64 0.08% Share
114 PRFZ Invesco FTSE RA...
44.34
-0.11% 13.84K +11.22% 523.91K 41.23 0.08% Share
115 CRM Salesforce, Inc...
256.40
+1.40% 1.95K +6.51% 522.23K 259.45 0.08% Share
116 FNDF Schwab Fundamen...
41.77
+0.06% 14.29K +13.42% 516.55K 33.56 0.07% Share
117 INTU Intuit Inc.
668.63
+1.00% 826 +1.60% 507.16K 632.81 0.07% Share
118 HON Honeywell Inter...
214.00
-1.65% 2.39K +1.27% 505.25K 207.41 0.07% Share
119 DIS The Walt Disney...
117.33
-0.79% 5.11K +5.82% 504.28K 123.04 0.07% Share
120 GBTC Grayscale Bitco...
88.17
+1.32% 7.71K 0.00% 502.79K 56.05 0.07% Share
121 GS The Goldman Sac...
730.30
-0.08% 889 +0.11% 485.66K 380.97 0.07% Share
122 OBIL The RBB Fund, I...
50.10
+0.02% 9.49K -12.66% 476.46K 50.27 0.07% Share
123 GE GE Aerospace
276.02
+0.23% 2.37K +5.20% 473.98K 124.87 0.07% Share
124 CSX CSX Corporation
32.28
+0.28% 16.04K +8.91% 472.1K 35.75 0.07% Share
125 PRF Invesco FTSE RA...
44.15
+0.16% 11.62K 0.00% 469.69K 40.34 0.07% Share
126 IEMG iShares Core MS...
62.23
+0.39% 8.67K +52.18% 467.81K 52.82 0.07% Share
127 IWB iShares Russell...
353.83
+0.49% 1.51K 0.00% 462.87K 299.88 0.07% Share
128 UPS United Parcel S...
85.30
+0.08% 4.19K -5.31% 460.53K 135.79 0.07% Share
129 IWY iShares Russell...
258.69
+1.03% 2.13K 0.00% 448.46K 125.24 0.06% Share
130 ADI Analog Devices,...
244.55
-1.52% 2.17K +0.93% 437.83K 214.45 0.06% Share
131 AXP American Expres...
323.71
-2.26% 1.62K +2.53% 435.9K 231.91 0.06% Share
132 PXH Invesco FTSE RA...
24.41
+0.05% 19.71K +12.84% 428.58K 20.62 0.06% Share
133 DXCM DexCom, Inc.
78.92
+6.22% 6.22K +0.05% 425.04K 88.42 0.06% Share
134 PFE Pfizer Inc.
24.77
-0.82% 16.46K -12.29% 417.1K 51.37 0.06% Share
135 ED Consolidated Ed...
97.85
+0.67% 3.75K +0.83% 414.95K 87.09 0.06% Share
136 PXF Invesco FTSE RA...
59.85
+0.33% 7.95K +3.82% 413.53K 48.04 0.06% Share
137 SCHB Schwab U.S. Bro...
24.86
+0.36% 18.65K -13.29% 401.58K 18.19 0.06% Share
138 MRK Merck & Co., In...
84.18
-1.52% 4.46K -0.25% 400.71K 98.68 0.06% Share
139 QCOM QUALCOMM Incorp...
157.28
-0.94% 2.54K +0.12% 390.95K 154.54 0.06% Share
140 GILD Gilead Sciences...
112.99
+0.25% 3.49K +5.96% 390.73K 67.55 0.06% Share
141 PODD Insulet Corpora...
343.53
-0.4% 1.49K +2.41% 390.5K 233.45 0.06% Share
142 DHR Danaher Corpora...
199.48
-2.11% 1.9K -3.6% 389.7K 277.38 0.06% Share
143 PM Philip Morris I...
163.25
-2.48% 2.4K +14.69% 381.72K 109.33 0.06% Share
144 DUK Duke Energy Cor...
121.50
-0.32% 3.03K +2.85% 370.08K 105.12 0.05% Share
145 LIN Linde plc
471.78
-0.5% 787 +1.29% 366.46K 390.76 0.05% Share
146 BSCR Invesco BulletS...
19.70
+0.05% 18.67K 0.00% 365.78K 19.48 0.05% Share
147 T AT&T Inc.
29.05
-0.12% 12.88K -8.76% 364.24K 18.68 0.05% Share
148 IDXX IDEXX Laborator...
633.95
-0.86% 861 +0.82% 361.58K 504.52 0.05% Share
149 FNDE Schwab Fundamen...
34.41
-0.01% 11.72K +6.06% 361.07K 29.15 0.05% Share
150 NEE NextEra Energy,...
71.64
-1.39% 5.04K +3.75% 357K 62.96 0.05% Share