RW

Revolve Wealth Partners, LLC

13F
Revolve Wealth Partners, LLC
Last update 2025-04-14 225 Stocks (25 new)
Value $691.00 Mil Turnover 6 %
Countries:
Top Holdings: VTI(14.82%)IEFA(6.48%)IVAL(5.07%)HYMB(4.48%)TBIL(3.52%)
Summary Stock Picks Current Portfolio
Revolve Wealth Partners, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
372,886
102,484.0
-0.26%
14.820
-0.04%
0.020
+18.95%
+8.50%
478,431.4
 
IEFA
iShares Core MSCI EAFE ETF
592,187
44,798.9
+7.34%
6.480
+0.44%
0.040
+13.34%
+23.86%
147,518.3
 
IVAL
Alpha Architect International Quantitative Value ETF
Alpha Architect International Quantitative Value ETF
1,373,167
35,070.7
+9.50%
5.070
+0.44%
26.660
+12.57%
+21.79%
166.1
 
HYMB
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
1,227,999
30,970.1
+11.93%
4.480
+0.48%
1.140
+0.30%
-3.08%
2,593.7
 
TBIL
US Treasury 3 Month Bill ETF
486,312
24,320.5
-3.15%
3.520
-0.11%
0.450
+1.04%
+2.32%
5,807.2
 
QMOM
Alpha Architect U.S. Quantitative Momentum ETF
Alpha Architect U.S. Quantitative Momentum ETF
376,198
22,346.2
+1.55%
3.230
+0.05%
7.490
+10.87%
-0.90%
345.8
 
ITAN
Sparkline Intangible Value ETF
722,212
21,506.5
+1.65%
3.110
+0.05%
60.180
+19.28%
+8.17%
42.9
 
SYLD
Cambria Shareholder Yield ETF
329,745
21,037.7
+9.52%
3.040
+0.26%
2.040
+15.86%
+1.30%
975.1
 
TFI
SPDR Nuveen Bloomberg Municipal Bond ETF
SPDR Nuveen Bloomberg Municipal Bond ETF
424,019
19,110.6
+2.21%
2.760
+0.06%
0.590
+1.20%
-1.40%
3,158.0
 
SCHF
Schwab International Equity ETF
903,329
17,867.8
+9.81%
2.580
+0.23%
0.040
+13.75%
+23.46%
50,258.4
 

Revolve Wealth Partners, LLC's Historical Top Holdings Breakdowns

Revolve Wealth Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LOAR
Loar Holdings Inc
2025-03-31
Sold Out
Sold Out
-0.72%
●
63.45 ($72.15) 82.39
$73.44
1.79%
Sold Out
0
-20
HYMB
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
2025-03-31
Add
Add
+0.48%
●
25.12 ($25.65) 26.05
$24.24
-5.50%
Add 11.93%
1,227,999
130,892
CVGI
Commercial Vehicle Group Inc
2025-03-31
Sold Out
Sold Out
-0.48%
●
1.15 ($1.93) 2.33
$1.97
2.07%
Sold Out
0
-1,502
IVAL
Alpha Architect International Quantitative Value ETF
Alpha Architect International Quantitative Value ETF
2025-03-31
Add
Add
+0.44%
●
23.44 ($24.92) 26.38
$28.77
15.43%
Add 9.5%
1,373,167
119,162
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Add
Add
+0.44%
●
69.57 ($74.78) 78.65
$85.51
14.35%
Add 7.34%
592,187
40,519
TSLA
Tesla Inc
2025-03-31
Add
Add
+0.42%
●
222.15 ($333.26) 428.22
$332.56
-0.21%
Add 213.52%
16,670
11,353
EQIX
Equinix Inc
2025-03-31
New Buy
New Buy
+0.31%
●
803 ($898.89) 959.97
$796.21
-11.42%
New holding
2,647
2,647
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.27%
●
507.05 ($540.58) 563.67
$582.86
7.82%
Add 78.27%
8,295
3,642
SYLD
Cambria Shareholder Yield ETF
2025-03-31
Add
Add
+0.26%
●
62.77 ($67.73) 71.4
$68.43
1.03%
Add 9.52%
329,745
28,660
SCHF
Schwab International Equity ETF
2025-03-31
Add
Add
+0.23%
●
18.36 ($19.62) 20.51
$22.69
15.65%
Add 9.81%
903,329
80,733

Revolve Wealth Partners, LLC Total Holding History ($B)

To

Revolve Wealth Partners, LLC's Asset Allocation

To

Revolve Wealth Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Revolve Wealth Partners, LLC's Hypothetical Growth since 2025-03-31

Revolve Wealth Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Revolve Wealth Partners, LLC's Holdings Heat Map

Size field:

Revolve Wealth Partners, LLC's Holdings Bubble Chart

Revolve Wealth Partners, LLC News

  • 1

Discussions on Revolve Wealth Partners, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.