Filed: 1/22/2025ACC: 0001667731-25-000084
📋 What this filing means
REVOLVE WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 220 equity positions with a total reported market value of $695.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
220
Positions
$695.39M
Total AUM (reported)
15.51M
Total Shares
Allocation by class
TOTAL STK MKT$108.34M15.6%
COM$104.00M15.0%
CORE MSCI EAFE$38.77M5.6%
INTL QUAN VALUE$30.12M4.3%
NUVEEN BLOOMBERG$28.06M4.0%
US TREAS 3 MNTH$25.04M3.6%
US QUAN MOMENTUM$23.76M3.4%
Portfolio Concentration
Top 3$177.24M25.5%
4–10$159.43M22.9%
11–25$175.44M25.2%
Rest$183.29M26.4%
Top 3 weight
25.5%
Top 10 weight
48.4%
Voting Authority Distribution
Total shares with voting rights: 15.51M
Sole
Full voting authority
15.51M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole220
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings220
Rows:
VANGUARD INDEX FDS
SOLEShares373.84K
TypeSH
Market value$108.34M
15.58%
Sole
373.84K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares551.67K
TypeSH
Market value$38.77M
5.58%
Sole
551.67K
Shared
0.00
None
0.00
EA SERIES TRUST
SOLEShares1.25M
TypeSH
Market value$30.12M
4.33%
Sole
1.25M
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares1.10M
TypeSH
Market value$28.06M
4.04%
Sole
1.10M
Shared
0.00
None
0.00
RBB FD INC
SOLEShares502.13K
TypeSH
Market value$25.04M
3.60%
Sole
502.13K
Shared
0.00
None
0.00
EA SERIES TRUST
SOLEShares370.44K
TypeSH
Market value$23.76M
3.42%
Sole
370.44K
Shared
0.00
None
0.00
EA SERIES TRUST
SOLEShares710.45K
TypeSH
Market value$22.07M
3.17%
Sole
710.45K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares109.80K
TypeSH
Market value$20.96M
3.01%
Sole
109.77K
Shared
0.00
None
0.00
CAMBRIA ETF TR
SOLEShares301.08K
TypeSH
Market value$20.62M
2.96%
Sole
301.08K
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares414.86K
TypeSH
Market value$18.93M
2.72%
Sole
414.86K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares218.50K
TypeSH
Market value$17.00M
2.44%
Sole
218.50K
Shared
0.00
None
0.00
APPLE INC
SOLEShares66.86K
TypeSH
Market value$16.74M
2.41%
Sole
66.86K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares735.26K
TypeSH
Market value$16.69M
2.40%
Sole
735.26K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares822.60K
TypeSH
Market value$15.22M
2.19%
Sole
822.60K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares481.36K
TypeSH
Market value$13.42M
1.93%
Sole
481.36K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares124.19K
TypeSH
Market value$13.23M
1.90%
Sole
124.19K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares373.26K
TypeSH
Market value$12.77M
1.84%
Sole
373.26K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares27.68K
TypeSH
Market value$11.67M
1.68%
Sole
27.68K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares465.22K
TypeSH
Market value$10.78M
1.55%
Sole
465.22K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares18.05K
TypeSH
Market value$10.63M
1.53%
Sole
18.05K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares75.17K
TypeSH
Market value$10.09M
1.45%
Sole
75.17K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares191.11K
TypeSH
Market value$9.92M
1.43%
Sole
191.11K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares123.48K
TypeSH
Market value$5.91M
0.85%
Sole
123.48K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares13.88K
TypeSH
Market value$5.70M
0.82%
Sole
13.88K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares314.06K
TypeSH
Market value$5.68M
0.82%
Sole
314.06K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 373.84K | SH | $108.34M 15.58% | 373.84K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 551.67K | SH | $38.77M 5.58% | 551.67K | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | INTL QUAN VALUE | 1.25M | SH | $30.12M 4.33% | 1.25M | 0.00 | 0.00 |
SPDR SER TRSOLE | NUVEEN BLOOMBERG | 1.10M | SH | $28.06M 4.04% | 1.10M | 0.00 | 0.00 |
RBB FD INCSOLE | US TREAS 3 MNTH | 502.13K | SH | $25.04M 3.60% | 502.13K | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | US QUAN MOMENTUM | 370.44K | SH | $23.76M 3.42% | 370.44K | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | SPARKLINE INTANG | 710.45K | SH | $22.07M 3.17% | 710.45K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 109.80K | SH | $20.96M 3.01% | 109.77K | 0.00 | 0.00 |
CAMBRIA ETF TRSOLE | SHSHLD YIELD ETF | 301.08K | SH | $20.62M 2.96% | 301.08K | 0.00 | 0.00 |
SPDR SER TRSOLE | NUVEEN BLMBRG MU | 414.86K | SH | $18.93M 2.72% | 414.86K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 218.50K | SH | $17.00M 2.44% | 218.50K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 66.86K | SH | $16.74M 2.41% | 66.86K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 735.26K | SH | $16.69M 2.40% | 735.26K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 822.60K | SH | $15.22M 2.19% | 822.60K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 481.36K | SH | $13.42M 1.93% | 481.36K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 124.19K | SH | $13.23M 1.90% | 124.19K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | INTL QULTY DIV | 373.26K | SH | $12.77M 1.84% | 373.26K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 27.68K | SH | $11.67M 1.68% | 27.68K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 465.22K | SH | $10.78M 1.55% | 465.22K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 18.05K | SH | $10.63M 1.53% | 18.05K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 75.17K | SH | $10.09M 1.45% | 75.17K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | HIGH YLD MUNIETF | 191.11K | SH | $9.92M 1.43% | 191.11K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 123.48K | SH | $5.91M 0.85% | 123.48K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 13.88K | SH | $5.70M 0.82% | 13.88K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | FNDMNTL HY CRP | 314.06K | SH | $5.68M 0.82% | 314.06K | 0.00 | 0.00 |
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