The Analysis of Revolve Wealth Partners, LLC's Holdings


Currently, Revolve Wealth Partners, LLC holds 232 types of securities in its portfolio with a total value $833.5M. In the most recent quarter, they have increased their positions in HYD (+90.0K shares, valued at $4.6M), AAUS (+38.7K shares, valued at $2.1M), SCHF (+88.6K shares, valued at $2.1M); decreased their positions in HYMB (-76.2K shares, valued at $1.9M), TSLA (-1.8K shares, valued at $813.4K), IWF (-1.2K shares, valued at $561.2K); initiated new positions in AAUS (+38.7K shares, valued at $2.1M), TOL (+11.6K shares, valued at $1.6M), LEN (+7.4K shares, valued at $938.8K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS391.0K shares-0.42%2025-09-302025-10-14history
IEFA ISHARES TR580.8K shares0.00%2025-09-302025-10-14history
IVAL EA SERIES TRUST1.4M shares3.45%2025-09-302025-10-14history
ITAN EA SERIES TRUST799.8K shares3.06%2025-09-302025-10-14history
HYMB SPDR SERIES TRUST1.1M shares-6.43%2025-09-302025-10-14history
QMOM EA SERIES TRUST424.4K shares4.31%2025-09-302025-10-14history
SYLD CAMBRIA ETF TR381.9K shares4.32%2025-09-302025-10-14history
TBIL RBB FD INC510.7K shares4.99%2025-09-302025-10-14history
Sponsored
SCHF SCHWAB STRATEGIC TR1.0M shares9.37%2025-09-302025-10-14history
TFI SPDR SERIES TRUST421.4K shares2.21%2025-09-302025-10-14history
AAPL APPLE INC74.8K shares9.89%2025-09-302025-10-14history
IQDG WISDOMTREE TR459.5K shares7.87%2025-09-302025-10-14history
DLN WISDOMTREE TR208.8K shares-2.15%2025-09-302025-10-14history
SCHZ SCHWAB STRATEGIC TR753.1K shares3.91%2025-09-302025-10-14history
DFCF DIMENSIONAL ETF TRUST411.2K shares1.13%2025-09-302025-10-14history
HYD VANECK ETF TRUST320.6K shares39.02%2025-09-302025-10-14history
Sponsored
MUB ISHARES TR142.2K shares6.66%2025-09-302025-10-14history
MSFT MICROSOFT CORP28.6K shares4.60%2025-09-302025-10-14history
NVDA NVIDIA CORPORATION77.2K shares2.36%2025-09-302025-10-14history
SCHG SCHWAB STRATEGIC TR448.4K shares-0.53%2025-09-302025-10-14history
AVUV AMERICAN CENTY ETF TR130.9K shares7.06%2025-09-302025-10-14history
IVV ISHARES TR19.4K shares5.56%2025-09-302025-10-14history
SCHX SCHWAB STRATEGIC TR428.2K shares-0.52%2025-09-302025-10-14history
VEA VANGUARD TAX-MANAGED FDS133.9K shares3.77%2025-09-302025-10-14history
Sponsored
VUG VANGUARD INDEX FDS15.1K shares-1.68%2025-09-302025-10-14history
TSLA TESLA INC15.6K shares-10.51%2025-09-302025-10-14history
META META PLATFORMS INC8.8K shares10.39%2025-09-302025-10-14history
AMZN AMAZON COM INC27.0K shares0.78%2025-09-302025-10-14history
PHB INVESCO EXCH TRADED FD TR II319.2K shares4.47%2025-09-302025-10-14history
EFG ISHARES TR51.6K shares-0.76%2025-09-302025-10-14history
SPY SPDR S&P 500 ETF TR7.7K shares-0.92%2025-09-302025-10-14history
VXUS VANGUARD STAR FDS63.7K shares0.04%2025-09-302025-10-14history
Sponsored
JPM JPMORGAN CHASE & CO.14.2K shares0.88%2025-09-302025-10-14history
GOOGL ALPHABET INC18.0K shares3.64%2025-09-302025-10-14history
V VISA INC12.0K shares-1.57%2025-09-302025-10-14history
AMGN AMGEN INC14.5K shares-4.40%2025-09-302025-10-14history
VOO VANGUARD INDEX FDS6.4K shares-9.28%2025-09-302025-10-14history
BRK.B BERKSHIRE HATHAWAY INC DEL6.6K shares0.75%2025-09-302025-10-14history
SCHM SCHWAB STRATEGIC TR107.9K shares-0.24%2025-09-302025-10-14history
VO VANGUARD INDEX FDS10.7K shares-2.79%2025-09-302025-10-14history
Sponsored
AVGO BROADCOM INC9.4K shares2.95%2025-09-302025-10-14history
IWM ISHARES TR12.1K shares15.01%2025-09-302025-10-14history
DFSI DIMENSIONAL ETF TRUST63.7K shares-1.76%2025-09-302025-10-14history
SCHD SCHWAB STRATEGIC TR95.1K shares-0.91%2025-09-302025-10-14history
GOOG ALPHABET INC10.6K shares4.27%2025-09-302025-10-14history
IWF ISHARES TR5.5K shares-17.89%2025-09-302025-10-14history
EFV ISHARES TR37.5K shares-0.98%2025-09-302025-10-14history
QQQ INVESCO QQQ TR4.2K shares-6.99%2025-09-302025-10-14history
Sponsored
SCHA SCHWAB STRATEGIC TR89.4K shares0.62%2025-09-302025-10-14history
IXUS ISHARES TR29.0K shares0.06%2025-09-302025-10-14history
IJR ISHARES TR19.9K shares-0.33%2025-09-302025-10-14history
NULG NUSHARES ETF TR23.0K shares-3.27%2025-09-302025-10-14history
VB VANGUARD INDEX FDS8.9K shares3.81%2025-09-302025-10-14history
MDY SPDR S&P MIDCAP 400 ETF TR3.8K shares0.21%2025-09-302025-10-14history
DSI ISHARES TR17.5K shares-2.44%2025-09-302025-10-14history
IJH ISHARES TR32.4K shares-0.24%2025-09-302025-10-14history
Sponsored
AAUS EA SERIES TRUST38.7K sharesnew addition2025-09-302025-10-14history
MA MASTERCARD INCORPORATED3.6K shares0.47%2025-09-302025-10-14history
CL COLGATE PALMOLIVE CO24.5K shares-0.64%2025-09-302025-10-14history
NULV NUSHARES ETF TR44.2K shares0.67%2025-09-302025-10-14history
EQIX EQUINIX INC2.5K shares-7.09%2025-09-302025-10-14history
COMP COMPASS INC228.9K shares0.02%2025-09-302025-10-14history
ABBV ABBVIE INC7.6K shares2.03%2025-09-302025-10-14history
ORCL ORACLE CORP6.0K shares6.09%2025-09-302025-10-14history
Sponsored
TOL TOLL BROTHERS INC11.6K sharesnew addition2025-09-302025-10-14history
NYF ISHARES TR28.8K shares0.39%2025-09-302025-10-14history
AVSD AMERICAN CENTY ETF TR21.1K shares-1.79%2025-09-302025-10-14history
VOE VANGUARD INDEX FDS8.1K shares0.01%2025-09-302025-10-14history
JNJ JOHNSON & JOHNSON7.6K shares9.45%2025-09-302025-10-14history
NUSC NUSHARES ETF TR31.5K shares2.40%2025-09-302025-10-14history
DMXF ISHARES TR17.2K shares-0.46%2025-09-302025-10-14history
NFLX NETFLIX INC1.1K shares-0.55%2025-09-302025-10-14history
Sponsored
XOM EXXON MOBIL CORP11.2K shares20.49%2025-09-302025-10-14history
AMD ADVANCED MICRO DEVICES INC7.7K shares2.57%2025-09-302025-10-14history
DFSV DIMENSIONAL ETF TRUST38.9K shares-3.23%2025-09-302025-10-14history
UNH UNITEDHEALTH GROUP INC3.6K shares4.46%2025-09-302025-10-14history
PLTR PALANTIR TECHNOLOGIES INC6.6K shares1.52%2025-09-302025-10-14history
NUMG NUSHARES ETF TR24.6K shares0.34%2025-09-302025-10-14history
APH AMPHENOL CORP NEW9.4K shares-22.07%2025-09-302025-10-14history
VTEB VANGUARD MUN BD FDS22.5K shares-4.81%2025-09-302025-10-14history
Sponsored
COST COSTCO WHSL CORP NEW1.2K shares-1.07%2025-09-302025-10-14history
VIG VANGUARD SPECIALIZED FUNDS5.2K shares-0.65%2025-09-302025-10-14history
HD HOME DEPOT INC2.7K shares2.57%2025-09-302025-10-14history
LLY ELI LILLY & CO1.4K shares-6.01%2025-09-302025-10-14history
NUMV NUSHARES ETF TR27.8K shares1.02%2025-09-302025-10-14history
IWP ISHARES TR7.4K shares4.60%2025-09-302025-10-14history
WMT WALMART INC9.9K shares0.98%2025-09-302025-10-14history
UBER UBER TECHNOLOGIES INC10.4K shares-16.97%2025-09-302025-10-14history
Sponsored
BX BLACKSTONE INC5.8K shares-3.69%2025-09-302025-10-14history
SHOP SHOPIFY INC6.7K shares-15.84%2025-09-302025-10-14history
AGG ISHARES TR9.6K shares2.17%2025-09-302025-10-14history
LEN LENNAR CORP7.4K sharesnew addition2025-09-302025-10-14history
PG PROCTER AND GAMBLE CO5.9K shares-1.59%2025-09-302025-10-14history
IWS ISHARES TR6.4K shares5.01%2025-09-302025-10-14history
VOT VANGUARD INDEX FDS3.1K shares-8.11%2025-09-302025-10-14history
ISRG INTUITIVE SURGICAL INC1.9K shares-6.30%2025-09-302025-10-14history
Sponsored
RTX RTX CORPORATION5.0K shares-1.92%2025-09-302025-10-14history
NOW SERVICENOW INC896 shares-1.21%2025-09-302025-10-14history
FNDX SCHWAB STRATEGIC TR31.3K shares-0.32%2025-09-302025-10-14history
BAC BANK AMERICA CORP14.7K shares8.05%2025-09-302025-10-14history
VWO VANGUARD INTL EQUITY INDEX F13.9K shares0.00%2025-09-302025-10-14history
EFA ISHARES TR7.8K shares0.00%2025-09-302025-10-14history
IWR ISHARES TR7.2K shares114.79%2025-09-302025-10-14history
GE GE AEROSPACE2.3K shares1.32%2025-09-302025-10-14history
Sponsored
CVX CHEVRON CORP NEW4.5K shares58.73%2025-09-302025-10-14history
APP APPLOVIN CORP955 shares3.69%2025-09-302025-10-14history
GBTC GRAYSCALE BITCOIN TRUST ETF7.6K shares174.10%2025-09-302025-10-14history
CSX CSX CORP19.2K shares1.00%2025-09-302025-10-14history
IBM INTERNATIONAL BUSINESS MACHS2.4K shares-2.72%2025-09-302025-10-14history
GS GOLDMAN SACHS GROUP INC828 shares4.81%2025-09-302025-10-14history
MU MICRON TECHNOLOGY INC3.9K shares3.89%2025-09-302025-10-14history
ABT ABBOTT LABS4.8K shares73.65%2025-09-302025-10-14history
Sponsored
EEM ISHARES TR11.9K shares0.00%2025-09-302025-10-14history
MCD MCDONALDS CORP2.1K shares0.24%2025-09-302025-10-14history
FNDF SCHWAB STRATEGIC TR14.2K shares0.00%2025-09-302025-10-14history
CSCO CISCO SYS INC8.9K shares-3.21%2025-09-302025-10-14history
SPMD SPDR SERIES TRUST10.6K shares0.00%2025-09-302025-10-14history
INTU INTUIT873 shares1.63%2025-09-302025-10-14history
PRFZ INVESCO EXCHANGE TRADED FD T13.0K shares0.00%2025-09-302025-10-14history
IWY ISHARES TR2.1K shares0.00%2025-09-302025-10-14history
Sponsored
SCHV SCHWAB STRATEGIC TR19.9K shares-4.05%2025-09-302025-10-14history
IDXX IDEXX LABS INC872 shares0.93%2025-09-302025-10-14history
ADI ANALOG DEVICES INC2.3K shares1.81%2025-09-302025-10-14history
DIS DISNEY WALT CO4.8K shares1.28%2025-09-302025-10-14history
APD AIR PRODS & CHEMS INC2.0K shares-1.66%2025-09-302025-10-14history
IEMG ISHARES INC8.3K shares-5.06%2025-09-302025-10-14history
SUB ISHARES TR5.1K shares-24.84%2025-09-302025-10-14history
KO COCA COLA CO8.0K shares-11.52%2025-09-302025-10-14history
Sponsored
PRF INVESCO EXCHANGE TRADED FD T11.6K shares0.00%2025-09-302025-10-14history
PXF INVESCO EXCH TRADED FD TR II8.6K shares0.00%2025-09-302025-10-14history
XSOE WISDOMTREE TR13.8K shares65.23%2025-09-302025-10-14history
HON HONEYWELL INTL INC2.4K shares-3.28%2025-09-302025-10-14history
T AT&T INC17.3K shares34.09%2025-09-302025-10-14history
AXP AMERICAN EXPRESS CO1.5K shares-2.08%2025-09-302025-10-14history
SCHB SCHWAB STRATEGIC TR18.4K shares0.07%2025-09-302025-10-14history
PXH INVESCO EXCH TRADED FD TR II18.2K shares0.00%2025-09-302025-10-14history
Sponsored
ADBE ADOBE INC1.3K shares-0.68%2025-09-302025-10-14history
CRM SALESFORCE INC1.9K shares-8.93%2025-09-302025-10-14history
PODD INSULET CORP1.5K shares-1.56%2025-09-302025-10-14history
QCOM QUALCOMM INC2.7K shares-3.06%2025-09-302025-10-14history
IWV ISHARES TR1.1K shares0.18%2025-09-302025-10-14history
PM PHILIP MORRIS INTL INC2.5K shares-0.82%2025-09-302025-10-14history
COF CAPITAL ONE FINL CORP1.9K shares9.64%2025-09-302025-10-14history
DXCM DEXCOM INC6.0K shares0.63%2025-09-302025-10-14history
Sponsored
CRWD CROWDSTRIKE HLDGS INC824 shares-3.29%2025-09-302025-10-14history
MRK MERCK & CO INC4.7K shares2.05%2025-09-302025-10-14history
GILD GILEAD SCIENCES INC3.6K shares-0.72%2025-09-302025-10-14history
WFC WELLS FARGO CO NEW4.7K shares2.27%2025-09-302025-10-14history
IUSG ISHARES TR2.4K shares14.14%2025-09-302025-10-14history
OKE ONEOK INC NEW5.4K shares-0.59%2025-09-302025-10-14history
LIN LINDE PLC823 shares5.24%2025-09-302025-10-14history
XBIL RBB FD INC7.8K shares-38.70%2025-09-302025-10-14history
Sponsored
ED CONSOLIDATED EDISON INC3.8K shares2.40%2025-09-302025-10-14history
ROK ROCKWELL AUTOMATION INC1.1K shares0.82%2025-09-302025-10-14history
VZ VERIZON COMMUNICATIONS INC8.7K shares25.53%2025-09-302025-10-14history
PFE PFIZER INC15.0K shares-16.62%2025-09-302025-10-14history
VTV VANGUARD INDEX FDS2.0K shares-0.55%2025-09-302025-10-14history
ETN EATON CORP PLC991 shares0.30%2025-09-302025-10-14history
BLK BLACKROCK INC317 shares-12.43%2025-09-302025-10-14history
DUK DUKE ENERGY CORP NEW3.0K shares4.13%2025-09-302025-10-14history
Sponsored
DHR DANAHER CORPORATION1.8K shares8.19%2025-09-302025-10-14history
RJF RAYMOND JAMES FINL INC2.1K shares0.29%2025-09-302025-10-14history
NEE NEXTERA ENERGY INC4.7K shares-3.08%2025-09-302025-10-14history
TJX TJX COS INC NEW2.5K shares0.53%2025-09-302025-10-14history
IYW ISHARES TR1.8K shares-0.66%2025-09-302025-10-14history
VV VANGUARD INDEX FDS1.1K shares0.00%2025-09-302025-10-14history
GEV GE VERNOVA INC567 shares0.53%2025-09-302025-10-14history
MTD METTLER TOLEDO INTERNATIONAL284 shares1.07%2025-09-302025-10-14history
Sponsored
PEP PEPSICO INC2.5K shares38.35%2025-09-302025-10-14history
IWB ISHARES TR914 shares-25.63%2025-09-302025-10-14history
PEG PUBLIC SVC ENTERPRISE GRP IN3.9K shares0.70%2025-09-302025-10-14history
GD GENERAL DYNAMICS CORP947 shares1.83%2025-09-302025-10-14history
CAT CATERPILLAR INC665 shares6.40%2025-09-302025-10-14history
EMR EMERSON ELEC CO2.3K shares3.54%2025-09-302025-10-14history
LOW LOWES COS INC1.2K shares5.63%2025-09-302025-10-14history
IWD ISHARES TR1.4K sharesnew addition2025-09-302025-10-14history
Sponsored
MS MORGAN STANLEY1.8K shares-0.06%2025-09-302025-10-14history
RCL ROYAL CARIBBEAN GROUP889 shares3.37%2025-09-302025-10-14history
ANET ARISTA NETWORKS INC1.9K sharesnew addition2025-09-302025-10-14history
MELI MERCADOLIBRE INC120 shares3.45%2025-09-302025-10-14history
BNDX VANGUARD CHARLOTTE FDS5.6K shares-1.21%2025-09-302025-10-14history
IAU ISHARES GOLD TR3.8K shares0.00%2025-09-302025-10-14history
VEEV VEEVA SYS INC929 shares2.88%2025-09-302025-10-14history
PGR PROGRESSIVE CORP1.1K shares-3.95%2025-09-302025-10-14history
Sponsored
BA BOEING CO1.2K shares3.31%2025-09-302025-10-14history
PH PARKER-HANNIFIN CORP349 shares-10.05%2025-09-302025-10-14history
DIA SPDR DOW JONES INDL AVERAGE568 shares0.00%2025-09-302025-10-14history
BK BANK NEW YORK MELLON CORP2.4K shares-17.67%2025-09-302025-10-14history
TMO THERMO FISHER SCIENTIFIC INC537 sharesnew addition2025-09-302025-10-14history
LRCX LAM RESEARCH CORP1.9K sharesnew addition2025-09-302025-10-14history
RSP INVESCO EXCHANGE TRADED FD T1.4K shares-10.34%2025-09-302025-10-14history
AMAT APPLIED MATLS INC1.3K shares2.85%2025-09-302025-10-14history
Sponsored
SCHW SCHWAB CHARLES CORP2.7K sharesnew addition2025-09-302025-10-14history
CVS CVS HEALTH CORP3.4K shares15.04%2025-09-302025-10-14history
WELL WELLTOWER INC1.4K shares6.50%2025-09-302025-10-14history
GLD SPDR GOLD TR709 sharesnew addition2025-09-302025-10-14history
AMP AMERIPRISE FINL INC510 shares0.59%2025-09-302025-10-14history
SPGI S&P GLOBAL INC499 shares0.81%2025-09-302025-10-14history
MCK MCKESSON CORP314 shares0.96%2025-09-302025-10-14history
SO SOUTHERN CO2.5K shares4.10%2025-09-302025-10-14history
Sponsored
PINS PINTEREST INC7.5K shares0.65%2025-09-302025-10-14history
C CITIGROUP INC2.4K sharesnew addition2025-09-302025-10-14history
BND VANGUARD BD INDEX FDS3.2K shares-3.45%2025-09-302025-10-14history
KLAC KLA CORP219 sharesnew addition2025-09-302025-10-14history
CB CHUBB LIMITED804 shares-0.86%2025-09-302025-10-14history
CMCSA COMCAST CORP NEW7.2K shares-11.14%2025-09-302025-10-14history
TRV TRAVELERS COMPANIES INC808 shares-6.26%2025-09-302025-10-14history
GM GENERAL MTRS CO3.7K sharesnew addition2025-09-302025-10-14history
Sponsored
KR KROGER CO3.3K shares14.13%2025-09-302025-10-14history
HUM HUMANA INC853 shares4.02%2025-09-302025-10-14history
MO ALTRIA GROUP INC3.3K sharesnew addition2025-09-302025-10-14history
OBIL RBB FD INC4.3K shares-43.95%2025-09-302025-10-14history
WM WASTE MGMT INC DEL973 shares0.00%2025-09-302025-10-14history
NOC NORTHROP GRUMMAN CORP346 sharesnew addition2025-09-302025-10-14history
BKNG BOOKING HOLDINGS INC39 shares-13.33%2025-09-302025-10-14history
ZBRA ZEBRA TECHNOLOGIES CORPORATI708 shares-0.42%2025-09-302025-10-14history
Sponsored
IJJ ISHARES TR1.6K shares-0.98%2025-09-302025-10-14history
TMUS T-MOBILE US INC878 shares1.39%2025-09-302025-10-14history
TSCO TRACTOR SUPPLY CO3.7K sharesnew addition2025-09-302025-10-14history
UNP UNION PAC CORP886 sharesnew addition2025-09-302025-10-14history
IJK ISHARES TR2.2K shares-1.67%2025-09-302025-10-14history
ESGD ISHARES TR2.2K shares-1.63%2025-09-302025-10-14history
BSX BOSTON SCIENTIFIC CORP2.1K shares-15.37%2025-09-302025-10-14history
TPR TAPESTRY INC1.8K sharesnew addition2025-09-302025-10-14history
Sponsored
AIG AMERICAN INTL GROUP INC2.6K sharesnew addition2025-09-302025-10-14history
XLK SELECT SECTOR SPDR TR716 sharesnew addition2025-09-302025-10-14history
TT TRANE TECHNOLOGIES PLC475 shares0.64%2025-09-302025-10-14history
KVUE KENVUE INC10.0K sharesnew addition2025-09-302025-10-14history
BLND BLEND LABS INC31.4K shares0.00%2025-09-302025-10-14history
RIG TRANSOCEAN LTD12.1K shares4.47%2025-09-302025-10-14history
WTI W & T OFFSHORE INC11.3K shares-13.65%2025-09-302025-10-14history
STRO SUTRO BIOPHARMA INC11.0K shares6.69%2025-09-302025-10-14history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available