Filed: 4/14/2025ACC: 0001667731-25-000418
📋 What this filing means
REVOLVE WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 225 equity positions with a total reported market value of $691.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
225
Positions
$691.41M
Total AUM (reported)
12.53M
Total Shares
Allocation by class
TOTAL STK MKT$102.48M14.8%
COM$100.58M14.5%
CORE MSCI EAFE$44.80M6.5%
INTL QUAN VALUE$35.07M5.1%
NUVEEN BLOOMBERG$30.97M4.5%
US TREAS 3 MNTH$24.32M3.5%
US QUAN MOMENTUM$22.35M3.2%
Portfolio Concentration
Top 3$182.35M26.4%
4–10$157.16M22.7%
11–25$168.60M24.4%
Rest$183.30M26.5%
Top 3 weight
26.4%
Top 10 weight
49.1%
Voting Authority Distribution
Total shares with voting rights: 12.53M
Sole
Full voting authority
12.53M
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)
Sole225
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings225
Rows:
VANGUARD INDEX FDS
SOLEShares372.89K
TypeSH
Market value$102.48M
14.82%
Sole
372.89K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares592.19K
TypeSH
Market value$44.80M
6.48%
Sole
592.19K
Shared
0.00
None
0.00
EA SERIES TRUST
SOLEShares1.37M
TypeSH
Market value$35.07M
5.07%
Sole
1.37M
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares1.23M
TypeSH
Market value$30.97M
4.48%
Sole
1.23M
Shared
0.00
None
0.00
RBB FD INC
SOLEShares486.31K
TypeSH
Market value$24.32M
3.52%
Sole
486.31K
Shared
0.00
None
0.00
EA SERIES TRUST
SOLEShares376.20K
TypeSH
Market value$22.35M
3.23%
Sole
376.20K
Shared
0.00
None
0.00
EA SERIES TRUST
SOLEShares722.21K
TypeSH
Market value$21.51M
3.11%
Sole
722.21K
Shared
0.00
None
0.00
CAMBRIA ETF TR
SOLEShares329.75K
TypeSH
Market value$21.04M
3.04%
Sole
329.75K
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares424.02K
TypeSH
Market value$19.11M
2.76%
Sole
424.02K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares903.33K
TypeSH
Market value$17.87M
2.58%
Sole
903.33K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares219.60K
TypeSH
Market value$17.43M
2.52%
Sole
219.60K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares742.93K
TypeSH
Market value$17.21M
2.49%
Sole
742.93K
Shared
0.00
None
0.00
APPLE INC
SOLEShares72.50K
TypeSH
Market value$16.10M
2.33%
Sole
72.50K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares411.69K
TypeSH
Market value$14.69M
2.12%
Sole
411.69K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares128.29K
TypeSH
Market value$13.53M
1.96%
Sole
128.29K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares489.57K
TypeSH
Market value$12.26M
1.77%
Sole
489.57K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares27.92K
TypeSH
Market value$10.48M
1.52%
Sole
27.92K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares119.50K
TypeSH
Market value$10.42M
1.51%
Sole
119.50K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares471.28K
TypeSH
Market value$10.41M
1.51%
Sole
471.28K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares17.90K
TypeSH
Market value$10.06M
1.45%
Sole
17.90K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares191.56K
TypeSH
Market value$9.80M
1.42%
Sole
191.56K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares79.55K
TypeSH
Market value$8.62M
1.25%
Sole
79.55K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares129.25K
TypeSH
Market value$6.57M
0.95%
Sole
129.25K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares313.57K
TypeSH
Market value$5.66M
0.82%
Sole
313.57K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares28.21K
TypeSH
Market value$5.37M
0.78%
Sole
28.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 372.89K | SH | $102.48M 14.82% | 372.89K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 592.19K | SH | $44.80M 6.48% | 592.19K | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | INTL QUAN VALUE | 1.37M | SH | $35.07M 5.07% | 1.37M | 0.00 | 0.00 |
SPDR SER TRSOLE | NUVEEN BLOOMBERG | 1.23M | SH | $30.97M 4.48% | 1.23M | 0.00 | 0.00 |
RBB FD INCSOLE | US TREAS 3 MNTH | 486.31K | SH | $24.32M 3.52% | 486.31K | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | US QUAN MOMENTUM | 376.20K | SH | $22.35M 3.23% | 376.20K | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | SPARKLINE INTANG | 722.21K | SH | $21.51M 3.11% | 722.21K | 0.00 | 0.00 |
CAMBRIA ETF TRSOLE | SHSHLD YIELD ETF | 329.75K | SH | $21.04M 3.04% | 329.75K | 0.00 | 0.00 |
SPDR SER TRSOLE | NUVEEN BLMBRG MU | 424.02K | SH | $19.11M 2.76% | 424.02K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 903.33K | SH | $17.87M 2.58% | 903.33K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 219.60K | SH | $17.43M 2.52% | 219.60K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 742.93K | SH | $17.21M 2.49% | 742.93K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 72.50K | SH | $16.10M 2.33% | 72.50K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | INTL QULTY DIV | 411.69K | SH | $14.69M 2.12% | 411.69K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 128.29K | SH | $13.53M 1.96% | 128.29K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 489.57K | SH | $12.26M 1.77% | 489.57K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 27.92K | SH | $10.48M 1.52% | 27.92K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 119.50K | SH | $10.42M 1.51% | 119.50K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 471.28K | SH | $10.41M 1.51% | 471.28K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 17.90K | SH | $10.06M 1.45% | 17.90K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | HIGH YLD MUNIETF | 191.56K | SH | $9.80M 1.42% | 191.56K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 79.55K | SH | $8.62M 1.25% | 79.55K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 129.25K | SH | $6.57M 0.95% | 129.25K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | FNDMNTL HY CRP | 313.57K | SH | $5.66M 0.82% | 313.57K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 28.21K | SH | $5.37M 0.78% | 28.21K | 0.00 | 0.00 |
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