Revolve Wealth Partners, LLC Portfolio Holdings

Revolve Wealth Partners, LLC

  • $800 Million
  • Q3 2025

Revolve Wealth Partners, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $800 Million distributed in 232 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $128M, Ishares Tr with a value of $50.7M, Ea Ser Tr Alpha Architect Intl with a value of $42.2M, Ea Series Trust Sparkline Inta with a value of $27.8M, and Spdr Nuveen Bloomberg High Yie with a value of $27.6M.

Examining the 13F form we can see an increase of $60.6M in the current position value, from $740M to 800M.

Below you can find more details about Revolve Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $800 Million
ETFs: $640 Million
Technology: $67.7 Million
Financial Services: $20.5 Million
Consumer Cyclical: $19.2 Million
Communication Services: $16.8 Million
Healthcare: $15.8 Million
Consumer Defensive: $6.73 Million
Industrials: $5.78 Million
Other: $6.81 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$19.1 Million 2.38% of portfolio
74,815
Q3 2025 Added 9.89%
$3.78T
$14.8 Million 1.85% of portfolio
28,644
Q3 2025 Added 4.6%
$465B
$14.4 Million 1.8% of portfolio
77,183
Q3 2025 Added 2.36%
$1.29T
$6.93 Million 0.87% of portfolio
15,578
Q3 2025 Reduced 10.51%
$1.37T
$6.48 Million 0.81% of portfolio
8,828
Q3 2025 Added 10.39%
$2.39T
$5.93 Million 0.74% of portfolio
27,018
Q3 2025 Added 0.78%
$881B
$4.47 Million 0.56% of portfolio
14,165
Q3 2025 Added 0.88%
$1.65T
$4.37 Million 0.55% of portfolio
17,981
Q3 2025 Added 3.64%
$533B
$4.09 Million 0.51% of portfolio
11,979
Q3 2025 Reduced 1.57%
$183B
$4.08 Million 0.51% of portfolio
14,461
Q3 2025 Reduced 4.4%
$662B
$3.31 Million 0.41% of portfolio
6,590
Q3 2025 Added 0.75%
$139B
$3.1 Million 0.39% of portfolio
9,410
Q3 2025 Added 2.95%
$1.74T
$2.59 Million 0.32% of portfolio
10,637
Q3 2025 Added 4.27%
$512B
$2.06 Million 0.26% of portfolio
3,624
Q3 2025 Added 0.47%
$71.5B
$1.93 Million 0.24% of portfolio
2,462
Q3 2025 Reduced 7.09%
$65.7B
$1.96 Million 0.24% of portfolio
24,474
Q3 2025 Reduced 0.64%
$414B
$1.75 Million 0.22% of portfolio
7,555
Q3 2025 Added 2.03%
$593B
$1.7 Million 0.21% of portfolio
6,048
Q3 2025 Added 6.09%
$14.8B
$1.6 Million 0.2% of portfolio
11,566
Q3 2025 New
$522B
$1.4 Million 0.17% of portfolio
7,554
Q3 2025 Added 9.45%
$49.1B
$1.3 Million 0.16% of portfolio
1,081
Q3 2025 Reduced 0.55%
$490B
$1.27 Million 0.16% of portfolio
11,222
Q3 2025 Added 20.49%
$388B
$1.25 Million 0.16% of portfolio
7,735
Q3 2025 Added 2.57%
$300B
$1.24 Million 0.15% of portfolio
3,584
Q3 2025 Added 4.46%
$342B
$1.2 Million 0.15% of portfolio
6,592
Q3 2025 Added 1.52%
$79.6B
$1.17 Million 0.15% of portfolio
9,443
Q3 2025 Reduced 22.07%
$367B
$1.1 Million 0.14% of portfolio
2,716
Q3 2025 Added 2.57%
$404B
$1.12 Million 0.14% of portfolio
1,207
Q3 2025 Reduced 1.07%
$971B
$1.1 Million 0.14% of portfolio
1,438
Q3 2025 Reduced 6.01%
$279B
$1.02 Million 0.13% of portfolio
9,926
Q3 2025 Added 0.98%
$181B
$1.02 Million 0.13% of portfolio
10,406
Q3 2025 Reduced 16.97%
$174B
$998,000 0.12% of portfolio
6,716
Q3 2025 Reduced 15.84%
$98.1B
$998,000 0.12% of portfolio
5,844
Q3 2025 Reduced 3.69%
$30.9B
$938,000 0.12% of portfolio
7,448
Q3 2025 New
$346B
$903,000 0.11% of portfolio
5,882
Q3 2025 Reduced 1.59%
$193B
$871,000 0.11% of portfolio
1,949
Q3 2025 Reduced 6.3%
$258B
$844,000 0.11% of portfolio
5,045
Q3 2025 Reduced 1.92%
$169B
$824,000 0.1% of portfolio
896
Q3 2025 Reduced 1.21%
$303B
$692,000 0.09% of portfolio
4,462
Q3 2025 Added 58.73%
$73.4B
$682,000 0.09% of portfolio
19,222
Q3 2025 Added 1.0%
$328B
$694,000 0.09% of portfolio
2,310
Q3 2025 Added 1.32%
$51.1B
$686,000 0.09% of portfolio
7,642
Q3 2025 Added 174.1%
$163B
$686,000 0.09% of portfolio
955
Q3 2025 Added 3.69%
$413B
$759,000 0.09% of portfolio
14,731
Q3 2025 Added 8.05%
$224B
$628,000 0.08% of portfolio
2,067
Q3 2025 Added 0.24%
$268B
$656,000 0.08% of portfolio
3,926
Q3 2025 Added 3.89%
$228B
$638,000 0.08% of portfolio
4,765
Q3 2025 Added 73.65%
$266B
$677,000 0.08% of portfolio
2,400
Q3 2025 Reduced 2.72%
$319B
$609,000 0.08% of portfolio
8,911
Q3 2025 Reduced 3.21%

Summary

  • Portfolio
  • No. of Stocks 232
  • Current Value $800 Million
  • Prior Value $740 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 20 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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