Revolve Wealth Partners, LLC logo

Revolve Wealth Partners, LLC

RIA/Wealth

Revolve Wealth Partners, LLC is a RIA/Wealth based in Hackensack, NJ led by Michael Scott Israel, reporting $1.2B in AUM as of Q3 2025 with 80% ETF concentration and 15% allocation to VTI.

Managing PartnerMichael Scott Israel
Portfolio Value
$831.4M
Positions
231
Top Holding
VTI at 15.43%
Last Reported
Q3 2025
Address411 Hackensack Avenue, Suite 1005, Hackensack, NJ, 07601, United States

Top Holdings

Largest long holdings in Revolve Wealth Partners, LLC's portfolio (48% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$128.3M
15.43%
-$540.8K
Sold
391.0K shares
ETF
ETF
$50.7M
6.10%
+$523.9
Bought
580.8K shares
ETF
ETF
$42.2M
5.08%
+$1.4M
Bought
1.4M shares
ETF
ETF
$27.8M
3.34%
+$824.3K
Bought
799.8K shares
ETF
ETF
$27.6M
3.32%
-$1.9M
Sold
1.1M shares
ETF
ETF
$27.3M
3.29%
+$1.1M
Bought
424.4K shares
ETF
ETF
$26.2M
3.15%
+$1.1M
Bought
381.9K shares
ETF
ETF
$25.5M
3.07%
+$1.2M
Bought
510.7K shares
ETF
ETF
$24.1M
2.89%
+$2.1M
Bought
1.0M shares
ETF
ETF
$19.2M
2.31%
+$414.4K
Bought
421.4K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Revolve Wealth Partners, LLC's latest filing

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Market Value
$831.4M
Prior: $765.7M
Q/Q Change
+8.59%
+$65.7M
Net Flows % of MV
+2.02%
Turnover Ratio
2.64%
New Purchases
8 stocks
$3.3M
Added To
112 stocks
+$25.4M
Sold Out Of
14 stocks
$3.5M
Reduced Holdings
85 stocks
-$8.5M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
5
Carvana logo
Sold

Analytics

Portfolio insights and performance metrics for Revolve Wealth Partners, LLC

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Sector Allocation

ETF: 80.20%ETFTechnology: 8.20%Financial Services: 2.50%Consumer Cyclical: 2.30%Communication Services: 2.00%Healthcare: 1.90%Consumer Defensive: 0.80%Industrials: 0.70%Energy: 0.30%Real Estate: 0.30%Utilities: 0.20%Basic Materials: 0.10%
ETF
80.20%
Technology
8.20%
Financial Services
2.50%
Consumer Cyclical
2.30%
Communication Services
2.00%
Healthcare
1.90%
Consumer Defensive
0.80%
Industrials
0.70%
Energy
0.30%
Real Estate
0.30%
Utilities
0.20%
Basic Materials
0.10%

Market Cap Distribution

Mega Cap (> $200B): 14.53%Mega Cap (> $200B)Large Cap ($10B - $200B): 4.62%Mid Cap ($2B - $10B): 0.23%Small Cap ($300M - $2B): 0.01%Micro Cap ($50M - $300M): 0.00%N/A (ETF or Unknown): 80.60%N/A (ETF or Unknown)
Mega Cap (> $200B)
14.53%
Large Cap ($10B - $200B)
4.62%
Mid Cap ($2B - $10B)
0.23%
Small Cap ($300M - $2B)
0.01%
Micro Cap ($50M - $300M)
0.00%
N/A (ETF or Unknown)
80.60%

Portfolio Concentration

Top 10 Holdings %
47.99%
Top 20 Holdings %
67.94%
Top 50 Holdings %
86.03%
Top 100 Holdings %
94.19%

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