Latest Revolve Wealth Partners, LLC Stock Portfolio

Revolve Wealth Partners, LLC Performance:

2025 Q4: 1.12%YTD: 12.52%2024: 0.22%

Performance for 2025 Q4 is 1.12%, and YTD is 12.52%, and 2024 is 0.22%.

About Revolve Wealth Partners, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Revolve Wealth Partners, LLC reported an equity portfolio of $850.7 Millions as of 31 Dec, 2025.

The top stock holdings of Revolve Wealth Partners, LLC are VB, IBCE, BOB. The fund has invested 15.2% of it's portfolio in VANGUARD INDEX FDS and 6.1% of portfolio in ISHARES TR.

The fund managers got completely rid off ISHARES TR (IJR), PINTEREST INC (PINS) and KROGER CO (KR) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), WISDOMTREE TR (JAMF) and RBB FD INC (EERN). Revolve Wealth Partners, LLC opened new stock positions in BITWISE 10 CRYPTO INDEX ETF (BITW), EA SERIES TRUST and AMERICAN CENTY ETF TR (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SERVICENOW INC (NOW) and ROYAL CARIBBEAN GROUP (RCL).

Revolve Wealth Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Revolve Wealth Partners, LLC made a return of 1.12% in the last quarter. In trailing 12 months, it's portfolio return was 12.52%.

Performance
S&P 500

New Buys

Ticker	$ Bought
bitwise 10 crypto index etf	2,835,350
ea series trust	2,614,960
american centy etf tr	1,835,400
j p morgan exchange traded f	693,395
american centy etf tr	350,107
american centy etf tr	311,490
ea series trust	232,502
hartford insurance group inc	205,470

New stocks bought by Revolve Wealth Partners, LLC

Additions

Ticker	% Inc.
netflix inc	864
servicenow inc	403
royal caribbean group	175
vanguard bd index fds	102
select sector spdr tr	100
vanguard index fds	41.53
humana inc	21.57
comcast corp new	17.49

Additions to existing portfolio by Revolve Wealth Partners, LLC

Reductions

Ticker	% Reduced
ishares tr	-53.44
wisdomtree tr	-39.48
rbb fd inc	-39.21
colgate palmolive co	-34.53
mcdonalds corp	-27.96
ishares tr	-26.91
schwab charles corp	-25.43
general mtrs co	-22.55

Revolve Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
kenvue inc	-162,385
pinterest inc	-240,567
rbb fd inc	-218,122
tractor supply co	-209,907
altria group inc	-220,464
kroger co	-223,269
american intl group inc	-203,923
boston scientific corp	-207,561

Revolve Wealth Partners, LLC got rid off the above stocks

Sector Distribution

Revolve Wealth Partners, LLC has about 79.6% of it's holdings in Others sector.

Sector	%
Others	79.6
Technology	9.7
Consumer Cyclical	2.2
Healthcare	2
Financial Services	2
Communication Services	2

Market Cap. Distribution

Revolve Wealth Partners, LLC has about 17.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	79.6
MEGA-CAP	12.5
LARGE-CAP	5.2
MID-CAP	2.6

Stocks belong to which Index?

About 19.8% of the stocks held by Revolve Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	80.2
S&P 500	17.2
RUSSELL 2000	2.6

Top 5 Winners (%)		%
MU	micron technology inc	69.4 %
LLY	eli lilly & co	38.1 %
AMD	advanced micro devices inc	32.0 %
RIG	transocean ltd	31.7 %
COMP	compass inc	31.6 %

Top 5 Winners ($)		$
VB	vanguard index fds	2.8 M
BOB	ea series trust	1.8 M
BOB	ea series trust	1.8 M
AAPL	apple inc	1.3 M
IBCE	ishares tr	1.3 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.7 %
NOW	servicenow inc	-75.0 %
XLB	select sector spdr tr	-41.8 %
ORCL	oracle corp	-29.6 %
VEEV	veeva sys inc	-25.0 %

Top 5 Losers ($)		$
NFLX	netflix inc	-6.4 M
NOW	servicenow inc	-2.1 M
MSFT	microsoft corp	-1.0 M
META	meta platforms inc	-0.7 M
ORCL	oracle corp	-0.5 M

Revolve Wealth Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Revolve Wealth Partners, LLC

Revolve Wealth Partners, LLC has 228 stocks in it's portfolio. About 47.7% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Revolve Wealth Partners, LLC last quarter.

Last Reported on: 20 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.27	70,873	19,267,600	reduced	-5.27

AAXJ	ishares tr	1.87	148,750	15,932,600	added	4.61

AAXJ	ishares tr	0.68	51,102	5,821,560	reduced	-1.01

AAXJ	ishares tr	0.31	37,164	2,653,870	reduced	-0.96

AAXJ	ishares tr	0.27	17,983	2,316,770	added	3.00

AAXJ	ishares tr	0.19	29,545	1,580,950	added	2.49

AAXJ	ishares tr	0.06	5,078	541,823	unchanged	0.00

ABBV	abbvie inc	0.20	7,554	1,726,120	reduced	-0.01

ABT	abbott labs	0.07	4,608	577,369	reduced	-3.29

ADBE	adobe inc	0.05	1,319	461,637	added	0.69

ADI	analog devices inc	0.07	2,280	618,336	added	1.24

AEMB	american centy etf tr	1.61	134,340	13,700,000	added	2.65

AEMB	american centy etf tr	0.22	16,420	1,835,400	new

AEMB	american centy etf tr	0.19	21,586	1,602,990	added	2.42

AEMB	american centy etf tr	0.04	4,253	350,107	new

AEMB	american centy etf tr	0.04	4,111	311,490	new

AGT	ishares tr	0.03	2,198	208,981	reduced	-1.57

AGZD	wisdomtree tr	2.20	212,263	18,696,100	added	1.64

AIG	american intl group inc	0.00	0.00	0.00	sold off	-100

AMAT	applied matls inc	0.04	1,291	331,774	added	2.3