Revolve Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, Revolve Wealth Partners, LLC held in its portfolio 225 assets valued at $850,686,292 (i.e. $850.69M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($129.53M), ISHARES TR ($52.18M), and SPDR SERIES TRUST ($47.32M).
The chart below shows the top 10 valuable assets, and the table below shows the top 225 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Revolve Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 386330 | 129524995 | TOTAL STK MKT |
| ISHARES TR | 583284 | 52180598 | CORE MSCI EAFE |
| SPDR SERIES TRUST | 1515266 | 47320128 | STATE STREET SPD |
| EA SERIES TRUST | 1389492 | 43710505 | INTL QUAN VALUE |
| EA SERIES TRUST | 792783 | 29361663 | SPARKLINE INTANG |
| EA SERIES TRUST | 428269 | 27963283 | US QUAN MOMENTUM |
| CAMBRIA ETF TR | 386989 | 26903447 | SHSHLD YIELD ETF |
| SCHWAB STRATEGIC TR | 1048663 | 25209848 | INTL EQTY ETF |
| RBB FD INC | 485572 | 24220330 | US TREAS 3 MNTH |
| WISDOMTREE TR | 466981 | 19370381 | INTL QULTY DIV |
| APPLE INC | 70873 | 19267567 | COM |
| WISDOMTREE TR | 212263 | 18696129 | US LARGECAP DIVD |
| SCHWAB STRATEGIC TR | 789604 | 18453038 | US AGGREGATE B |
| DIMENSIONAL ETF TRUST | 425300 | 18100781 | CORE FIXED INCOM |
| ISHARES TR | 148750 | 15932650 | NATIONAL MUN ETF |
| VANECK ETF TRUST | 301236 | 15399171 | HIGH YLD MUNIETF |
| SCHWAB STRATEGIC TR | 451937 | 14742174 | US LCAP GR ETF |
| AMERICAN CENTY ETF TR | 134340 | 13699957 | US SML CP VALU |
| NVIDIA CORPORATION | 71443 | 13324189 | COM |
| MICROSOFT CORP | 26961 | 13038708 | COM |
| ISHARES TR | 17542 | 12015202 | CORE S&P500 ETF |
| SCHWAB STRATEGIC TR | 430740 | 11591215 | US LRG CAP ETF |
| VANGUARD TAX-MANAGED FDS | 139223 | 8697270 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 15510 | 7566697 | GROWTH ETF |
| TESLA INC | 14866 | 6685510 | COM |
| INVESCO EXCH TRADED FD TR II | 331072 | 6157942 | FNDMNTL HY CRP |
| META PLATFORMS INC | 9080 | 5993819 | CL A |
| AMAZON COM INC | 25247 | 5827454 | COM |
| ISHARES TR | 51102 | 5821564 | EAFE GRWTH ETF |
| ALPHABET INC | 17757 | 5558016 | CAP STK CL A |
| VANGUARD STAR FDS | 63702 | 4805659 | VG TL INTL STK F |
| EA SERIES TRUST | 91218 | 4720346 | ALPHA ARCHITECT |
| SPDR S&P 500 ETF TR | 6782 | 4624628 | TR UNIT |
| AMGEN INC | 13911 | 4553304 | COM |
| JPMORGAN CHASE & CO. | 14123 | 4550681 | COM |
| VANGUARD INDEX FDS | 6572 | 4121356 | S&P 500 ETF SHS |
| VISA INC | 11734 | 4115292 | COM CL A |
| BERKSHIRE HATHAWAY INC DEL | 6651 | 3342953 | CL B NEW |
| BROADCOM INC | 9616 | 3328268 | COM |
| SCHWAB STRATEGIC TR | 106531 | 3203387 | US MID-CAP ETF |
| ALPHABET INC | 10079 | 3162655 | CAP STK CL C |
| VANGUARD INDEX FDS | 10553 | 3062703 | MID CAP ETF |
| BITWISE 10 CRYPTO INDEX ETF | 48253 | 2835346 | UNIT BENEFICIAL |
| DIMENSIONAL ETF TRUST | 66032 | 2829161 | INTERNATIONAL |
| ISHARES TR | 37164 | 2653866 | EAFE VALUE ETF |
| SCHWAB STRATEGIC TR | 94945 | 2604334 | US DIVIDEND EQ |
| SCHWAB STRATEGIC TR | 89210 | 2540704 | US SML CAP ETF |
| ISHARES TR | 5306 | 2511330 | RUS 1000 GRW ETF |
| ISHARES TR | 10089 | 2483478 | RUSSELL 2000 ETF |
| ISHARES TR | 28970 | 2452001 | CORE MSCI TOTAL |
| COMPASS INC | 228942 | 2419917 | CL A |
| INVESCO QQQ TR | 3841 | 2359553 | UNIT SER 1 |
| NUSHARES ETF TR | 24048 | 2351941 | NUVEEN ESG LRGCP |
| ISHARES TR | 19310 | 2320629 | CORE S&P SCP ETF |
| ISHARES TR | 17983 | 2316768 | ESG MSCI KLD 400 |
| SPDR S&P MIDCAP 400 ETF TR | 3785 | 2283415 | UTSER1 S&PDCRP |
| VANGUARD INDEX FDS | 8396 | 2165843 | SMALL CP ETF |
| NUSHARES ETF TR | 45681 | 2057950 | NUVEEN ESG LRGVL |
| ISHARES TR | 30537 | 2015445 | CORE S&P MCP ETF |
| MASTERCARD INCORPORATED | 3422 | 1953398 | CL A |
| EQUINIX INC | 2396 | 1835719 | COM |
| AMERICAN CENTY ETF TR | 16420 | 1835401 | US EQT ETF |
| ABBVIE INC | 7554 | 1726119 | COM |
| ELI LILLY & CO | 1596 | 1715242 | COM |
| ADVANCED MICRO DEVICES INC | 7864 | 1684176 | COM |
| AMERICAN CENTY ETF TR | 21586 | 1602991 | AVANTIS RESPONSI |
| ISHARES TR | 29545 | 1580953 | NEW YORK MUN ETF |
| JOHNSON & JOHNSON | 7597 | 1572201 | COM |
| TOLL BROTHERS INC | 11562 | 1563414 | COM |
| NUSHARES ETF TR | 32613 | 1456174 | NUVEEN ESG SMLCP |
| VANGUARD INDEX FDS | 8052 | 1428142 | MCAP VL IDXVIP |
| ISHARES TR | 18242 | 1371086 | ESG EAFE ETF |
| EXXON MOBIL CORP | 11377 | 1369167 | COM |
| VANGUARD MUN BD FDS | 25875 | 1301254 | TAX EXEMPT BD |
| AMPHENOL CORP NEW | 9423 | 1273427 | CL A |
| COLGATE PALMOLIVE CO | 16022 | 1266081 | COM |
| NUSHARES ETF TR | 26176 | 1249723 | NUVEEN ESG MIDCP |
| DIMENSIONAL ETF TRUST | 37021 | 1217629 | US SMALL CAP VAL |
| PALANTIR TECHNOLOGIES INC | 6678 | 1187045 | CL A |
| UNITEDHEALTH GROUP INC | 3536 | 1167269 | COM |
| MICRON TECHNOLOGY INC | 4006 | 1143361 | COM |
| NUSHARES ETF TR | 28979 | 1133073 | NUVEEN ESG MIDVL |
| VANGUARD SPECIALIZED FUNDS | 5147 | 1131142 | DIV APP ETF |
| INTUITIVE SURGICAL INC | 1947 | 1102703 | COM NEW |
| ORACLE CORP | 5624 | 1096205 | COM |
| WALMART INC | 9776 | 1089193 | COM |
| SHOPIFY INC | 6579 | 1059022 | CL A SUB VTG SHS |
| COSTCO WHSL CORP NEW | 1146 | 988389 | COM |
| NETFLIX INC | 10427 | 977636 | COM |
| ISHARES TR | 7046 | 964879 | RUS MD CP GR ETF |
| ISHARES TR | 9571 | 955915 | CORE US AGGBD ET |
| RTX CORPORATION | 5061 | 928279 | COM |
| VANGUARD INTL EQUITY INDEX F | 16153 | 868385 | FTSE EMR MKT ETF |
| BLACKSTONE INC | 5600 | 863184 | COM |
| HOME DEPOT INC | 2499 | 859815 | COM |
| VANGUARD INDEX FDS | 3060 | 854067 | MCAP GR IDXVIP |
| ISHARES TR | 5954 | 839812 | RUS MDCP VAL ETF |
| SCHWAB STRATEGIC TR | 30311 | 824762 | FUNDAMENTAL US L |
| PROCTER AND GAMBLE CO | 5510 | 789689 | COM |
| BANK AMERICA CORP | 13952 | 767350 | COM |
| LENNAR CORP | 7424 | 763194 | CL A |
| UBER TECHNOLOGIES INC | 9301 | 759985 | COM |
| ISHARES TR | 7771 | 746217 | MSCI EAFE ETF |
| GOLDMAN SACHS GROUP INC | 835 | 734063 | COM |
| INTERNATIONAL BUSINESS MACHS | 2415 | 715397 | COM |
| CISCO SYS INC | 9154 | 705137 | COM |
| J P MORGAN EXCHANGE TRADED F | 13612 | 693395 | ULTRA SHT MUNCPL |
| SERVICENOW INC | 4509 | 690734 | COM |
| ROYAL CARIBBEAN GROUP | 2447 | 682436 | COM |
| CSX CORP | 18733 | 679054 | COM |
| CHEVRON CORP NEW | 4370 | 666032 | COM |
| GE AEROSPACE | 2153 | 663231 | COM NEW |
| SCHWAB STRATEGIC TR | 14239 | 643745 | FUNDAMENTAL INTL |
| APPLOVIN CORP | 944 | 636086 | COM CL A |
| ISHARES TR | 11574 | 633214 | MSCI EMG MKT ETF |
| ANALOG DEVICES INC | 2280 | 618336 | COM |
| INVESCO EXCHANGE TRADED FD T | 12997 | 596432 | RAFI US 1500 |
| ISHARES TR | 2126 | 588774 | RUS TP200 GR ETF |
| IDEXX LABS INC | 870 | 588581 | COM |
| INTUIT | 888 | 588229 | COM |
| COCA COLA CO | 8373 | 585365 | COM |
| SCHWAB STRATEGIC TR | 19610 | 580653 | US LCAP VA ETF |
| ABBOTT LABS | 4608 | 577369 | COM |
| INVESCO EXCH TRADED FD TR II | 8573 | 561917 | RAFI DVLPD MRKTS |
| INVESCO EXCHANGE TRADED FD T | 11623 | 545351 | RAFI US 1000 ETF |
| ISHARES TR | 5078 | 541823 | SHRT NAT MUN ETF |
| AMERICAN EXPRESS CO | 1459 | 539820 | COM |
| VANGUARD INDEX FDS | 2815 | 537639 | VALUE ETF |
| DISNEY WALT CO | 4624 | 526116 | COM |
| MERCK & CO INC | 4964 | 522486 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 7642 | 522407 | SHS REP COM UT |
| SALESFORCE INC | 1927 | 510482 | COM |
| ISHARES INC | 7380 | 496115 | CORE MSCI EMKT |
| AIR PRODS & CHEMS INC | 1949 | 481452 | COM |
| SCHWAB STRATEGIC TR | 18321 | 480561 | US BRD MKT ETF |
| VANGUARD BD INDEX FDS | 6469 | 479146 | TOTAL BND MRKT |
| ROCKWELL AUTOMATION INC | 1223 | 475761 | COM |
| INVESCO EXCH TRADED FD TR II | 18217 | 470181 | RAFI EMRGNG MRKT |
| ADOBE INC | 1319 | 461637 | COM |
| MCDONALDS CORP | 1489 | 455089 | COM |
| CAPITAL ONE FINL CORP | 1871 | 453465 | COM |
| HONEYWELL INTL INC | 2298 | 448357 | COM |
| WELLS FARGO CO NEW | 4793 | 446676 | COM |
| GILEAD SCIENCES INC | 3574 | 438689 | COM |
| ISHARES TR | 1114 | 430803 | RUSSELL 3000 ETF |
| DANAHER CORPORATION | 1870 | 428082 | COM |
| QUALCOMM INC | 2481 | 424453 | COM |
| INSULET CORP | 1490 | 423518 | COM |
| AT&T INC | 16717 | 415248 | COM |
| ONEOK INC NEW | 5489 | 403454 | COM |
| DEXCOM INC | 6073 | 403065 | COM |
| METTLER TOLEDO INTERNATIONAL | 285 | 397344 | COM |
| CATERPILLAR INC | 681 | 390355 | COM |
| NEXTERA ENERGY INC | 4848 | 389193 | COM |
| CROWDSTRIKE HLDGS INC | 825 | 386727 | CL A |
| PHILIP MORRIS INTL INC | 2398 | 384666 | COM |
| CONSOLIDATED EDISON INC | 3859 | 383288 | COM |
| TJX COS INC NEW | 2479 | 380799 | COM |
| PEPSICO INC | 2585 | 370934 | COM |
| ISHARES TR | 1818 | 363018 | U.S. TECH ETF |
| VANGUARD INDEX FDS | 1139 | 358511 | LARGE CAP ETF |
| THERMO FISHER SCIENTIFIC INC | 610 | 353191 | COM |
| AMERICAN CENTY ETF TR | 4253 | 350107 | INTL EQT ETF |
| ISHARES TR | 2053 | 344772 | CORE S&P US GWT |
| DUKE ENERGY CORP NEW | 2895 | 339270 | COM NEW |
| LAM RESEARCH CORP | 1981 | 339122 | COM NEW |
| VERIZON COMMUNICATIONS INC | 8279 | 337220 | COM |
| GE VERNOVA INC | 515 | 336590 | COM |
| LINDE PLC | 789 | 336422 | SHS |
| MORGAN STANLEY | 1894 | 336279 | COM NEW |
| PFIZER INC | 13393 | 333487 | COM |
| RAYMOND JAMES FINL INC | 2070 | 332421 | COM |
| APPLIED MATLS INC | 1291 | 331774 | COM |
| BLACKROCK INC | 308 | 329724 | COM |
| GENERAL DYNAMICS CORP | 978 | 329253 | COM |
| WISDOMTREE TR | 8331 | 325063 | EM EX ST-OWNED |
| ISHARES TR | 3360 | 323467 | RUS MID CAP ETF |
| PUBLIC SVC ENTERPRISE GRP IN | 3897 | 312922 | COM |
| AMERICAN CENTY ETF TR | 4111 | 311490 | US LARGE CAP VLU |
| ISHARES GOLD TR | 3810 | 309258 | ISHARES NEW |
| EATON CORP PLC | 958 | 305133 | SHS |
| EMERSON ELEC CO | 2299 | 305123 | COM |
| PARKER-HANNIFIN CORP | 347 | 305015 | COM |
| CITIGROUP INC | 2482 | 289608 | COM NEW |
| BANK NEW YORK MELLON CORP | 2428 | 281879 | COM |
| LOWES COS INC | 1152 | 277922 | COM |
| SPDR DOW JONES INDL AVERAGE | 570 | 273834 | UT SER 1 |
| BOEING CO | 1259 | 273460 | COM |
| VANGUARD CHARLOTTE FDS | 5643 | 272669 | TOTAL INT BD ETF |
| CHUBB LIMITED | 853 | 266268 | COM |
| HUMANA INC | 1037 | 265619 | COM |
| WELLTOWER INC | 1430 | 265422 | COM |
| KLA CORP | 218 | 264887 | COM NEW |
| CVS HEALTH CORP | 3195 | 253566 | COM |
| COMCAST CORP NEW | 8479 | 253436 | CL A |
| MCKESSON CORP | 306 | 251012 | COM |
| ISHARES TR | 668 | 249458 | RUS 1000 ETF |
| S&P GLOBAL INC | 475 | 248230 | COM |
| PROGRESSIVE CORP | 1083 | 246622 | COM |
| AMERIPRISE FINL INC | 497 | 243709 | COM |
| ARISTA NETWORKS INC | 1848 | 242143 | COM SHS |
| MERCADOLIBRE INC | 120 | 241752 | COM |
| SPDR GOLD TR | 609 | 241353 | GOLD SHS |
| TAPESTRY INC | 1882 | 240463 | COM |
| RBB FD INC | 4734 | 237031 | US TRSRY 6 MNTH |
| INVESCO EXCHANGE TRADED FD T | 1226 | 234897 | S&P500 EQL WGT |
| TRAVELERS COMPANIES INC | 802 | 232675 | COM |
| EA SERIES TRUST | 2020 | 232502 | ALPHA ARCH 1-3 |
| GENERAL MTRS CO | 2844 | 231288 | COM |
| BOOKING HOLDINGS INC | 42 | 224924 | COM |
| WASTE MGMT INC DEL | 987 | 216896 | COM |
| VEEVA SYS INC | 940 | 209836 | CL A COM |
| ISHARES TR | 1594 | 209754 | S&P MC 400VL ETF |
| ISHARES TR | 2198 | 208981 | ESG AW MSCI EAFE |
| ISHARES TR | 2150 | 208292 | S&P MC 400GR ETF |
| SELECT SECTOR SPDR TR | 1432 | 206184 | STATE STREET TEC |
| HARTFORD INSURANCE GROUP INC | 1491 | 205470 | COM |
| VANGUARD INDEX FDS | 966 | 201960 | EXTEND MKT ETF |
| UNION PAC CORP | 871 | 201540 | COM |
| SOUTHERN CO | 2305 | 201011 | COM |
| 3M CO | 1255 | 201005 | COM |
| SCHWAB CHARLES CORP | 2009 | 200736 | COM |
| BLEND LABS INC | 31361 | 95337 | CL A |
| TRANSOCEAN LTD | 12517 | 51695 | REGISTERED SHS |
| W & T OFFSHORE INC | 11632 | 18960 | COM |
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