Filed: 7/28/2025ACC: 0001667731-25-000986
📋 What this filing means
REVOLVE WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 226 equity positions with a total reported market value of $769.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
226
Positions
$769.55M
Total AUM (reported)
12.83M
Total Shares
Allocation by class
TOTAL STK MKT$119.35M15.5%
COM$113.57M14.8%
CORE MSCI EAFE$48.49M6.3%
INTL QUAN VALUE$37.72M4.9%
NUVEEN ICE HIGH$29.34M3.8%
US QUAN MOMENTUM$26.44M3.4%
SPARKLINE INTANG$25.07M3.3%
Portfolio Concentration
Top 3$205.55M26.7%
4–10$168.29M21.9%
11–25$194.48M25.3%
Rest$201.24M26.1%
Top 3 weight
26.7%
Top 10 weight
48.6%
Voting Authority Distribution
Total shares with voting rights: 12.82M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
12.82M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole226
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings226
Rows:
VANGUARD INDEX FDS
SOLEShares392.68K
TypeSH
Market value$119.35M
15.51%
Sole
0.00
Shared
0.00
None
392.68K
ISHARES TR
SOLEShares580.82K
TypeSH
Market value$48.49M
6.30%
Sole
0.00
Shared
0.00
None
580.82K
EA SERIES TRUST
SOLEShares1.35M
TypeSH
Market value$37.72M
4.90%
Sole
0.00
Shared
0.00
None
1.35M
SPDR SERIES TRUST
SOLEShares1.18M
TypeSH
Market value$29.34M
3.81%
Sole
0.00
Shared
0.00
None
1.18M
EA SERIES TRUST
SOLEShares406.83K
TypeSH
Market value$26.44M
3.44%
Sole
0.00
Shared
0.00
None
406.83K
EA SERIES TRUST
SOLEShares776.05K
TypeSH
Market value$25.07M
3.26%
Sole
0.00
Shared
0.00
None
776.05K
RBB FD INC
SOLEShares486.49K
TypeSH
Market value$24.32M
3.16%
Sole
0.00
Shared
0.00
None
486.49K
CAMBRIA ETF TR
SOLEShares366.07K
TypeSH
Market value$23.81M
3.09%
Sole
0.00
Shared
0.00
None
366.07K
SCHWAB STRATEGIC TR
SOLEShares945.29K
TypeSH
Market value$20.89M
2.71%
Sole
0.00
Shared
0.00
None
945.29K
SPDR SERIES TRUST
SOLEShares412.35K
TypeSH
Market value$18.42M
2.39%
Sole
0.00
Shared
0.00
None
412.35K
WISDOMTREE TR
SOLEShares213.43K
TypeSH
Market value$17.53M
2.28%
Sole
0.00
Shared
0.00
None
213.43K
DIMENSIONAL ETF TRUST
SOLEShares406.64K
TypeSH
Market value$17.18M
2.23%
Sole
0.00
Shared
0.00
None
406.64K
WISDOMTREE TR
SOLEShares425.96K
TypeSH
Market value$16.88M
2.19%
Sole
0.00
Shared
0.00
None
425.96K
SCHWAB STRATEGIC TR
SOLEShares724.79K
TypeSH
Market value$16.84M
2.19%
Sole
0.00
Shared
0.00
None
724.79K
APPLE INC
SOLEShares68.08K
TypeSH
Market value$13.97M
1.82%
Sole
0.00
Shared
0.00
None
68.08K
ISHARES TR
SOLEShares133.31K
TypeSH
Market value$13.93M
1.81%
Sole
0.00
Shared
0.00
None
133.31K
MICROSOFT CORP
SOLEShares27.39K
TypeSH
Market value$13.62M
1.77%
Sole
0.00
Shared
0.00
None
27.39K
SCHWAB STRATEGIC TR
SOLEShares450.76K
TypeSH
Market value$13.17M
1.71%
Sole
0.00
Shared
0.00
None
450.76K
NVIDIA CORPORATION
SOLEShares75.41K
TypeSH
Market value$11.91M
1.55%
Sole
0.00
Shared
0.00
None
75.41K
VANECK ETF TRUST
SOLEShares230.61K
TypeSH
Market value$11.58M
1.50%
Sole
0.00
Shared
0.00
None
230.61K
ISHARES TR
SOLEShares18.41K
TypeSH
Market value$11.43M
1.49%
Sole
0.00
Shared
0.00
None
18.41K
AMERICAN CENTY ETF TR
SOLEShares122.25K
TypeSH
Market value$11.14M
1.45%
Sole
0.00
Shared
0.00
None
122.25K
SCHWAB STRATEGIC TR
SOLEShares430.46K
TypeSH
Market value$10.52M
1.37%
Sole
0.00
Shared
0.00
None
430.46K
AMGEN INC
SOLEShares26.53K
TypeSH
Market value$7.41M
0.96%
Sole
0.00
Shared
0.00
None
15.13K
VANGUARD TAX-MANAGED FDS
SOLEShares129.09K
TypeSH
Market value$7.36M
0.96%
Sole
0.00
Shared
0.00
None
129.09K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 392.68K | SH | $119.35M 15.51% | 0.00 | 0.00 | 392.68K |
ISHARES TRSOLE | CORE MSCI EAFE | 580.82K | SH | $48.49M 6.30% | 0.00 | 0.00 | 580.82K |
EA SERIES TRUSTSOLE | INTL QUAN VALUE | 1.35M | SH | $37.72M 4.90% | 0.00 | 0.00 | 1.35M |
SPDR SERIES TRUSTSOLE | NUVEEN ICE HIGH | 1.18M | SH | $29.34M 3.81% | 0.00 | 0.00 | 1.18M |
EA SERIES TRUSTSOLE | US QUAN MOMENTUM | 406.83K | SH | $26.44M 3.44% | 0.00 | 0.00 | 406.83K |
EA SERIES TRUSTSOLE | SPARKLINE INTANG | 776.05K | SH | $25.07M 3.26% | 0.00 | 0.00 | 776.05K |
RBB FD INCSOLE | US TREAS 3 MNTH | 486.49K | SH | $24.32M 3.16% | 0.00 | 0.00 | 486.49K |
CAMBRIA ETF TRSOLE | SHSHLD YIELD ETF | 366.07K | SH | $23.81M 3.09% | 0.00 | 0.00 | 366.07K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 945.29K | SH | $20.89M 2.71% | 0.00 | 0.00 | 945.29K |
SPDR SERIES TRUSTSOLE | NUVEEN ICE MUNIC | 412.35K | SH | $18.42M 2.39% | 0.00 | 0.00 | 412.35K |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 213.43K | SH | $17.53M 2.28% | 0.00 | 0.00 | 213.43K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 406.64K | SH | $17.18M 2.23% | 0.00 | 0.00 | 406.64K |
WISDOMTREE TRSOLE | INTL QULTY DIV | 425.96K | SH | $16.88M 2.19% | 0.00 | 0.00 | 425.96K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 724.79K | SH | $16.84M 2.19% | 0.00 | 0.00 | 724.79K |
APPLE INCSOLE | COM | 68.08K | SH | $13.97M 1.82% | 0.00 | 0.00 | 68.08K |
ISHARES TRSOLE | NATIONAL MUN ETF | 133.31K | SH | $13.93M 1.81% | 0.00 | 0.00 | 133.31K |
MICROSOFT CORPSOLE | COM | 27.39K | SH | $13.62M 1.77% | 0.00 | 0.00 | 27.39K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 450.76K | SH | $13.17M 1.71% | 0.00 | 0.00 | 450.76K |
NVIDIA CORPORATIONSOLE | COM | 75.41K | SH | $11.91M 1.55% | 0.00 | 0.00 | 75.41K |
VANECK ETF TRUSTSOLE | HIGH YLD MUNIETF | 230.61K | SH | $11.58M 1.50% | 0.00 | 0.00 | 230.61K |
ISHARES TRSOLE | CORE S&P500 ETF | 18.41K | SH | $11.43M 1.49% | 0.00 | 0.00 | 18.41K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 122.25K | SH | $11.14M 1.45% | 0.00 | 0.00 | 122.25K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 430.46K | SH | $10.52M 1.37% | 0.00 | 0.00 | 430.46K |
AMGEN INCSOLE | COM | 26.53K | SH | $7.41M 0.96% | 0.00 | 0.00 | 15.13K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 129.09K | SH | $7.36M 0.96% | 0.00 | 0.00 | 129.09K |
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