Revolve Wealth Partners, LLC Q2 2025 Filing

Filed July 28, 2025

Portfolio Value

$769.6B

Holdings

226

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (226 positions)

#StockSharesValue% PortfolioType
1
VTIVANGUARD INDEX FDS
392,681$119.3B15.51%
2
AQLTISHARES TR
580,816$48.5B6.30%
3
IVALEA SERIES TRUST
1,352,846$37.7B4.90%
4
HYMBSPDR SERIES TRUST
1,184,208$29.3B3.81%
5
QMOMEA SERIES TRUST
406,828$26.4B3.44%
6
ITANEA SERIES TRUST
776,052$25.1B3.26%
7
TBILRBB FD INC
486,487$24.3B3.16%
8
SYLDCAMBRIA ETF TR
366,072$23.8B3.09%
9
SCHFSCHWAB STRATEGIC TR
945,290$20.9B2.71%
10
TFISPDR SERIES TRUST
412,345$18.4B2.39%
11
DLNWISDOMTREE TR
213,427$17.5B2.28%
12
DFCFDIMENSIONAL ETF TRUST
406,639$17.2B2.23%
13
IQDGWISDOMTREE TR
425,956$16.9B2.19%
14
SCHZSCHWAB STRATEGIC TR
724,791$16.8B2.19%
15
AAPLAPPLE INC
68,081$14.0B1.82%
16
MUBISHARES TR
133,315$13.9B1.81%
17
MSFTMICROSOFT CORP
27,385$13.6B1.77%
18
SCHGSCHWAB STRATEGIC TR
450,756$13.2B1.71%
19
NVDANVIDIA CORPORATION
75,405$11.9B1.55%
20
HYDVANECK ETF TRUST
230,612$11.6B1.50%
21
IVVISHARES TR
18,415$11.4B1.49%
22
AVUVAMERICAN CENTY ETF TR
122,252$11.1B1.45%
23
SCHXSCHWAB STRATEGIC TR
430,465$10.5B1.37%
24
AMGNAMGEN INC
26,527$7.4B0.96%Call
25
VEAVANGUARD TAX-MANAGED FDS
129,086$7.4B0.96%
26
VUGVANGUARD INDEX FDS
15,347$6.7B0.87%
27
METAMETA PLATFORMS INC
7,997$5.9B0.77%
28
AMZNAMAZON COM INC
26,810$5.9B0.76%
29
EFGISHARES TR
52,017$5.8B0.76%
30
PHBINVESCO EXCH TRADED FD TR II
305,488$5.6B0.73%
31
TSLATESLA INC
17,407$5.5B0.72%
32
SPYSPDR S&P 500 ETF TR
7,723$4.8B0.62%
33
VXUSVANGUARD STAR FDS
63,670$4.4B0.57%
34
VVISA INC
12,170$4.3B0.56%
35
JPMJPMORGAN CHASE & CO.
14,042$4.1B0.53%
36
VOOVANGUARD INDEX FDS
7,046$4.0B0.52%
37
BRK/BBERKSHIRE HATHAWAY INC DEL
6,541$3.2B0.41%
38
VOVANGUARD INDEX FDS
10,988$3.1B0.40%
39
GOOGLALPHABET INC
17,350$3.1B0.40%
40
SCHMSCHWAB STRATEGIC TR
108,164$3.0B0.39%
41
IWFISHARES TR
6,696$2.8B0.37%
42
DFSIDIMENSIONAL ETF TRUST
64,864$2.6B0.33%
43
SCHDSCHWAB STRATEGIC TR
96,010$2.5B0.33%
44
AVGOBROADCOM INC
9,140$2.5B0.33%
45
NDQINVESCO QQQ TR
4,520$2.5B0.32%
46
EFVISHARES TR
37,896$2.4B0.31%
47
IWMISHARES TR
10,522$2.3B0.30%
48
SCHASCHWAB STRATEGIC TR
88,818$2.2B0.29%
49
CLCOLGATE PALMOLIVE CO
24,631$2.2B0.29%
50
IXUSISHARES TR
28,936$2.2B0.29%
51
NULGNUSHARES ETF TR
23,753$2.2B0.29%
52
IJRISHARES TR
19,922$2.2B0.28%
53
MDYSPDR S&P MIDCAP 400 ETF TR
3,777$2.1B0.28%
54
EQIXEQUINIX INC
2,650$2.1B0.27%
55
DSIISHARES TR
17,896$2.1B0.27%
56
VBVANGUARD INDEX FDS
8,598$2.0B0.26%
57
MAMASTERCARD INCORPORATED
3,607$2.0B0.26%
58
IJHISHARES TR
32,493$2.0B0.26%
59
NULVNUSHARES ETF TR
43,879$1.8B0.24%
60
GOOGALPHABET INC
10,201$1.8B0.24%
61
UNHUNITEDHEALTH GROUP INC
5,631$1.8B0.23%Put
62
NYFISHARES TR
28,716$1.5B0.19%
63
NFLXNETFLIX INC
1,087$1.5B0.19%
64
AVSDAMERICAN CENTY ETF TR
21,461$1.4B0.19%
65
COMPCOMPASS INC
228,823$1.4B0.19%
66
ABBVABBVIE INC
7,405$1.4B0.18%
67
VOEVANGUARD INDEX FDS
8,051$1.3B0.17%
68
DMXFISHARES TR
17,329$1.3B0.17%
69
NUSCNUSHARES ETF TR
30,786$1.3B0.16%
70
ORCLORACLE CORP
5,701$1.2B0.16%
71
COSTCOSTCO WHSL CORP NEW
1,220$1.2B0.16%
72
APHAMPHENOL CORP NEW
12,117$1.2B0.16%
73
LLYELI LILLY & CO
1,530$1.2B0.15%
74
NUMGNUSHARES ETF TR
24,482$1.2B0.15%
75
DFSVDIMENSIONAL ETF TRUST
40,183$1.2B0.15%
76
UBERUBER TECHNOLOGIES INC
12,533$1.2B0.15%
77
VTEBVANGUARD MUN BD FDS
23,640$1.2B0.15%
78
ISRGINTUITIVE SURGICAL INC
2,080$1.1B0.15%
79
AMDADVANCED MICRO DEVICES INC
7,541$1.1B0.14%
80
VIGVANGUARD SPECIALIZED FUNDS
5,203$1.1B0.14%
81
JNJJOHNSON & JOHNSON
6,902$1.1B0.14%
82
XOMEXXON MOBIL CORP
9,314$1.0B0.13%
83
NUMVNUSHARES ETF TR
27,485$990.9M0.13%
84
IWPISHARES TR
7,046$977.1M0.13%
85
HDHOME DEPOT INC
2,648$970.9M0.13%
86
WMTWALMART INC
9,830$961.2M0.12%
87
PGPROCTER AND GAMBLE CO
5,977$952.2M0.12%
88
VOTVANGUARD INDEX FDS
3,330$946.9M0.12%
89
AGGISHARES TR
9,420$934.5M0.12%
90
NOWSERVICENOW INC
907$932.5M0.12%
91
SHOPSHOPIFY INC
7,980$920.5M0.12%
92
BXBLACKSTONE INC
6,068$907.7M0.12%
93
PLTRPALANTIR TECHNOLOGIES INC
6,493$885.1M0.12%
94
IWSISHARES TR
6,133$810.4M0.11%
95
FNDXSCHWAB STRATEGIC TR
31,407$770.7M0.10%
96
RTXRTX CORPORATION
5,144$751.1M0.10%
97
IBMINTERNATIONAL BUSINESS MACHS
2,467$727.1M0.09%
98
SUBISHARES TR
6,756$718.4M0.09%
99
EFAISHARES TR
7,769$694.5M0.09%
100
VWOVANGUARD INTL EQUITY INDEX F
13,900$687.5M0.09%
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