Revolve Wealth Partners, LLC
CIK: 0001808992SEC EDGAR →
Portfolio Value
$850.7B
Holdings
228
As of
Q4 2025
New Positions
20
Closed Positions
14
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 386,330 | $129.5B | 15.23% |
| 2 | ISHARES TR | 583,284 | $52.2B | 6.13% |
| 3 | EA SERIES TRUST | 1,389,492 | $43.7B | 5.14% |
| 4 | EA SERIES TRUST | 792,783 | $29.4B | 3.45% |
| 5 | EA SERIES TRUST | 428,269 | $28.0B | 3.29% |
| 6 | CAMBRIA ETF TR | 386,989 | $26.9B | 3.16% |
| 7 | SPDR SERIES TRUST | 1,062,705 | $26.5B | 3.12% |
| 8 | SCHWAB STRATEGIC TR | 1,048,663 | $25.2B | 2.96% |
| 9 | RBB FD INC | 485,572 | $24.2B | 2.85% |
| 10 | SPDR SERIES TRUST | 441,931 | $20.2B | 2.37% |
Quarterly Changes
New Positions (10)
Closed Positions (14)
$289.0M · 1K shares
$240.6M · 7K shares
$223.3M · 3K shares
$220.5M · 3K shares
$218.1M · 4K shares
$210.8M · 346 shares
$210.4M · 708 shares
$210.1M · 878 shares
$209.9M · 4K shares
$207.6M · 2K shares
$203.9M · 3K shares
$200.4M · 475 shares
$162.4M · 10K shares
$9.6M · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 113 | $641.9B | 75.5% |
| Technology | 29 | $69.9B | 8.2% |
| Unknown | 13 | $68.6B | 8.1% |
| Consumer Cyclical | 12 | $18.2B | 2.1% |
| Communication Services | 7 | $16.9B | 2.0% |
| Healthcare | 19 | $16.9B | 2.0% |
| Industrials | 14 | $5.7B | 0.7% |
| Consumer Defensive | 6 | $5.1B | 0.6% |
| Energy | 5 | $2.5B | 0.3% |
| Real Estate | 2 | $2.1B | 0.2% |
| Utilities | 6 | $2.0B | 0.2% |
| Basic Materials | 2 | $817.0M | 0.1% |