Revolve Wealth Partners, LLC Portfolio Holdings
Q3 2025•231 long positions•$831.4M portfolio value
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Holding245 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $128.3M 15.43% | -$540.8K Sold | — 391.0K shares | 392.7K → 391.0K −$540.8K | -0.42% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $50.7M 6.1% | +$523.9 Bought | — 580.8K shares | 580.8K → 580.8K +$523.9 | +0.0% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $42.2M 5.08% | +$1.4M Bought | — 1.4M shares | 1.4M → 1.4M +$1.4M | +3.45% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $27.8M 3.34% | +$824.3K Bought | — 799.8K shares | 776.1K → 799.8K +$824.3K | +3.06% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $27.6M 3.32% | -$1.9M Sold | — 1.1M shares | 1.2M → 1.1M −$1.9M | -6.43% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $27.3M 3.29% | +$1.1M Bought | — 424.4K shares | 406.8K → 424.4K +$1.1M | +4.31% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $26.2M 3.15% | +$1.1M Bought | — 381.9K shares | 366.1K → 381.9K +$1.1M | +4.32% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $25.5M 3.07% | +$1.2M Bought | — 510.7K shares | 486.5K → 510.7K +$1.2M | +4.99% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $24.1M 2.89% | +$2.1M Bought | — 1.0M shares | 945.3K → 1.0M +$2.1M | +9.37% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $19.2M 2.31% | +$414.4K Bought | — 421.4K shares | 412.3K → 421.4K +$414.4K | +2.21% | — — | Q4 2021 Held for 3y 11m | |
Consumer Electronics Technology | $19.1M 2.29% | +$1.7M Bought | 0.001% 74.8K shares | 68.1K → 74.8K +$1.7M | +9.89% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $18.3M 2.2% | +$1.3M Bought | — 459.5K shares | 426.0K → 459.5K +$1.3M | +7.87% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $18.2M 2.19% | -$400.2K Sold | — 208.8K shares | 213.4K → 208.8K −$400.2K | -2.15% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $17.7M 2.13% | +$665.0K Bought | — 753.1K shares | 724.8K → 753.1K +$665.0K | +3.91% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $17.6M 2.12% | +$197.0K Bought | — 411.2K shares | 406.6K → 411.2K +$197.0K | +1.13% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $16.3M 1.96% | +$4.6M Bought | — 320.6K shares | 230.6K → 320.6K +$4.6M | +39.02% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $15.1M 1.82% | +$945.6K Bought | — 142.2K shares | 133.3K → 142.2K +$945.6K | +6.66% | — — | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $14.8M 1.78% | +$652.1K Bought | 0.0% 28.6K shares | 27.4K → 28.6K +$652.1K | +4.6% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $14.4M 1.73% | +$331.7K Bought | 0.0% 77.2K shares | 75.4K → 77.2K +$331.7K | +2.36% | $4.54T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $14.3M 1.72% | -$76.0K Sold | — 448.4K shares | 450.8K → 448.4K −$76.0K | -0.53% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $13.0M 1.57% | +$858.5K Bought | — 130.9K shares | 122.3K → 130.9K +$858.5K | +7.06% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $13.0M 1.56% | +$684.7K Bought | — 19.4K shares | 18.4K → 19.4K +$684.7K | +5.56% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $11.3M 1.36% | -$58.9K Sold | — 428.2K shares | 430.5K → 428.2K −$58.9K | -0.52% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $8.0M 0.965% | +$291.4K Bought | — 133.9K shares | 129.1K → 133.9K +$291.4K | +3.77% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $7.2M 0.87% | -$123.7K Sold | — 15.1K shares | 15.3K → 15.1K −$123.7K | -1.68% | — — | Q4 2021 Held for 3y 11m | |
Auto - Manufacturers Consumer Cyclical | $6.9M 0.833% | -$813.4K Sold | 0.0% 15.6K shares | 17.4K → 15.6K −$813.4K | -10.51% | $1.48T Mega Cap | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $6.5M 0.78% | +$610.3K Bought | 0.0% 8.8K shares | 8.0K → 8.8K +$610.3K | +10.39% | $1.84T Mega Cap | Q4 2021 Held for 3y 11m | |
Specialty Retail Consumer Cyclical | $5.9M 0.714% | +$45.7K Bought | 0.0% 27.0K shares | 26.8K → 27.0K +$45.7K | +0.78% | $2.34T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.9M 0.713% | +$254.0K Bought | — 319.2K shares | 305.5K → 319.2K +$254.0K | +4.47% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.9M 0.707% | -$45.0K Sold | — 51.6K shares | 52.0K → 51.6K −$45.0K | -0.76% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.1M 0.613% | -$47.3K Sold | — 7.7K shares | 7.7K → 7.7K −$47.3K | -0.92% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.7M 0.563% | +$1.9K Bought | — 63.7K shares | 63.7K → 63.7K +$1.9K | +0.04% | — — | Q4 2021 Held for 3y 11m | |
Banks - Diversified Financial Services | $4.5M 0.537% | +$38.8K Bought | 0.001% 14.2K shares | 14.0K → 14.2K +$38.8K | +0.88% | $867.35B Mega Cap | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $4.4M 0.526% | +$153.4K Bought | 0.0% 18.0K shares | 17.4K → 18.0K +$153.4K | +3.64% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
Financial - Credit Services Financial Services | $4.1M 0.492% | -$65.2K Sold | 0.001% 12.0K shares | 12.2K → 12.0K −$65.2K | -1.57% | $662.60B Mega Cap | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $4.1M 0.491% | -$187.9K Sold | 0.003% 14.5K shares | 15.1K → 14.5K −$187.9K | -4.4% | $151.93B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.9M 0.471% | -$400.5K Sold | — 6.4K shares | 7.0K → 6.4K −$400.5K | -9.28% | — — | Q4 2021 Held for 3y 11m | |
Insurance - Diversified Financial Services | $3.3M 0.398% | +$24.6K Bought | 0.0% 6.6K shares | 6.5K → 6.6K +$24.6K | +0.75% | $1.08T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.2M 0.385% | -$7.6K Sold | — 107.9K shares | 108.2K → 107.9K −$7.6K | -0.24% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.1M 0.377% | -$90.2K Sold | — 10.7K shares | 11.0K → 10.7K −$90.2K | -2.79% | — — | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $3.1M 0.373% | +$89.1K Bought | 0.0% 9.4K shares | 9.1K → 9.4K +$89.1K | +2.95% | $1.56T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.9M 0.352% | +$382.1K Bought | — 12.1K shares | 10.5K → 12.1K +$382.1K | +15.01% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.6M 0.314% | -$46.8K Sold | — 63.7K shares | 64.9K → 63.7K −$46.8K | -1.76% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.6M 0.312% | -$23.7K Sold | — 95.1K shares | 96.0K → 95.1K −$23.7K | -0.91% | — — | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $2.6M 0.312% | +$106.2K Bought | 0.0% 10.6K shares | 10.2K → 10.6K +$106.2K | +4.27% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.6M 0.31% | -$561.2K Sold | — 5.5K shares | 6.7K → 5.5K −$561.2K | -17.89% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.5M 0.306% | -$25.3K Sold | — 37.5K shares | 37.9K → 37.5K −$25.3K | -0.98% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.5M 0.304% | -$189.7K Sold | — 4.2K shares | 4.5K → 4.2K −$189.7K | -6.99% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.5M 0.3% | +$15.3K Bought | — 89.4K shares | 88.8K → 89.4K +$15.3K | +0.62% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.4M 0.288% | +$1.5K Bought | — 29.0K shares | 28.9K → 29.0K +$1.5K | +0.06% | — — | Q4 2021 Held for 3y 11m |
