Latest Revolve Wealth Partners, LLC Stock Portfolio
Revolve Wealth Partners, LLC Performance:
2025 Q3: 2.1%YTD: 3.77%2024: 4.28%
Performance for 2025 Q3 is 2.1%, and YTD is 3.77%, and 2024 is 4.28%.
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 $833.5 Millions as of 30 Sep, 2025.
The top stock holdings of Revolve Wealth Partners, LLC are VB, IBCE, BOB. The fund has invested 15.4% of it's portfolio in VANGUARD INDEX FDS and 6.1% of portfolio in ISHARES TR.
The fund managers got completely rid off INVESCO EXCH TRD SLF IDX FD (BSAE), PACER FDS TR (AFTY) and CHIPOTLE MEXICAN GRILL INC (CMG) stocks. They significantly reduced their stock positions in RBB FD INC (EERN), ISHARES TR (IJR) and ISHARES TR (AAXJ). Revolve Wealth Partners, LLC opened new stock positions in EA SERIES TRUST, TOLL BROTHERS INC (TOL) and LENNAR CORP (LEN). The fund showed a lot of confidence in some stocks as they added substantially to GRAYSCALE BITCOIN TRUST ETF, ISHARES TR (IJR) and ABBOTT LABS (ABT).
The top stock holdings of Revolve Wealth Partners, LLC are VB, IBCE, BOB. The fund has invested 15.4% of it's portfolio in VANGUARD INDEX FDS and 6.1% of portfolio in ISHARES TR.
The fund managers got completely rid off INVESCO EXCH TRD SLF IDX FD (BSAE), PACER FDS TR (AFTY) and CHIPOTLE MEXICAN GRILL INC (CMG) stocks. They significantly reduced their stock positions in RBB FD INC (EERN), ISHARES TR (IJR) and ISHARES TR (AAXJ). Revolve Wealth Partners, LLC opened new stock positions in EA SERIES TRUST, TOLL BROTHERS INC (TOL) and LENNAR CORP (LEN). The fund showed a lot of confidence in some stocks as they added substantially to GRAYSCALE BITCOIN TRUST ETF, ISHARES TR (IJR) and ABBOTT LABS (ABT).
Revolve Wealth Partners, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Revolve Wealth Partners, LLC made a return of 2.1% in the last quarter. In trailing 12 months, it's portfolio return was 3.96%.
New Buys
| Ticker | $ Bought |
|---|---|
| ea series trust | 2,087,980 |
| toll brothers inc | 1,597,730 |
| lennar corp | 938,751 |
| ishares tr | 289,023 |
| arista networks inc | 281,075 |
| thermo fisher scientific inc | 260,225 |
| lam research corp | 259,504 |
| schwab charles corp | 257,204 |
New stocks bought by Revolve Wealth Partners, LLC
Additions
| Ticker | % Inc. |
|---|---|
| grayscale bitcoin trust etf | 174 |
| ishares tr | 114 |
| abbott labs | 73.65 |
| wisdomtree tr | 65.23 |
| chevron corp new | 58.73 |
| vaneck etf trust | 39.02 |
| pepsico inc | 38.35 |
| at&t inc | 34.09 |
Additions to existing portfolio by Revolve Wealth Partners, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| rbb fd inc | -43.95 |
| rbb fd inc | -38.7 |
| ishares tr | -25.63 |
| ishares tr | -24.84 |
| amphenol corp new | -22.07 |
| ishares tr | -17.89 |
| bank new york mellon corp | -17.67 |
| uber technologies inc | -16.97 |
Revolve Wealth Partners, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| invesco exch trd slf idx fd | -366,905 |
| invesco exch trd slf idx fd | -251,903 |
| wisdomtree tr | -241,096 |
| pacer fds tr | -315,007 |
| rbb fd inc | -237,943 |
| rbb fd inc | -239,464 |
| chipotle mexican grill inc | -266,432 |
| wisdomtree tr | -223,360 |
Revolve Wealth Partners, LLC got rid off the above stocks
Sector Distribution
Revolve Wealth Partners, LLC has about 79% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 79 |
| Technology | 10.1 |
| Consumer Cyclical | 2.3 |
| Financial Services | 2.1 |
| Communication Services | 2 |
| Healthcare | 1.9 |
Market Cap. Distribution
Revolve Wealth Partners, LLC has about 18.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 79 |
| MEGA-CAP | 13 |
| LARGE-CAP | 5.5 |
| MID-CAP | 2.5 |
Stocks belong to which Index?
About 20.3% of the stocks held by Revolve Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 79.7 |
| S&P 500 | 17.8 |
| RUSSELL 2000 | 2.5 |
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 232 stocks in it's portfolio. About 47.9% of the portfolio is in top 10 stocks. CL proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Revolve Wealth Partners, LLC last quarter.
Last Reported on: 14 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.29 | 74,815 | 19,050,100 | added | 9.89 | ||
| AAXJ | ishares tr | 1.82 | 142,195 | 15,142,400 | added | 6.66 | ||
| AAXJ | ishares tr | 0.70 | 51,622 | 5,878,680 | reduced | -0.76 | ||
| AAXJ | ishares tr | 0.30 | 37,523 | 2,545,170 | reduced | -0.98 | ||
| AAXJ | ishares tr | 0.26 | 17,459 | 2,199,020 | reduced | -2.44 | ||
| AAXJ | ishares tr | 0.18 | 28,827 | 1,537,920 | added | 0.39 | ||
| AAXJ | ishares tr | 0.06 | 5,078 | 542,229 | reduced | -24.84 | ||
| ABBV | abbvie inc | 0.21 | 7,555 | 1,749,260 | added | 2.03 | ||
| ABT | abbott labs | 0.08 | 4,765 | 638,242 | added | 73.65 | ||
| ACN | accenture plc ireland | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADBE | adobe inc | 0.06 | 1,310 | 462,103 | reduced | -0.68 | ||
| ADI | analog devices inc | 0.07 | 2,252 | 553,316 | added | 1.81 | ||
| AEMB | american centy etf tr | 1.56 | 130,878 | 13,026,300 | added | 7.06 | ||
| AEMB | american centy etf tr | 0.18 | 21,076 | 1,508,000 | reduced | -1.79 | ||
| AFTY | pacer fds tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGT | ishares tr | 0.03 | 2,233 | 207,614 | reduced | -1.63 | ||
| AGZD | wisdomtree tr | 2.18 | 208,829 | 18,174,400 | reduced | -2.15 | ||
| AGZD | wisdomtree tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGZD | wisdomtree tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AIG | american intl group inc | 0.02 | 2,596 | 203,923 | new | |||