Revolve Wealth Partners, LLC
CIK 1808992 · Holdings on Mar 31, 2024 · First reported Apr 15, 2024
Top ten holdings
Q1 2024- VTI16.17%
- IEFA6.38%
- IVAL5.21%
- HYMB4.07%
- TBIL3.82%
- QMOM3.66%
- SYLD3.38%
- ITAN3.28%
- TFI2.80%
- DLN2.69%
Share classes counted separately51.46%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IEFAWeight increased · +1.68 pp4.70% → 6.38%Shares +157.55K (+45.63%)
- SCHFWeight decreased · -0.76 pp3.24% → 2.48%Shares -80.62K (-17.83%)
- TBILWeight decreased · -0.60 pp4.42% → 3.82%Shares -10.56K (-2.31%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $94.66M | 16.17% | 364.22K shares | 16.74% → 16.17%-0.57 pp -209 (-0.06%) | Reduced | ↗▾ |
| 02 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $37.32M | 6.38% | 502.84K shares | 4.70% → 6.38%+1.68 pp +157.55K (+45.63%) | Added | ↗▾ |
| 03 | IVALALPHA ARCHI INTL QT VLU ETFINTL QUAN VALUE View history and evidence | $30.51M | 5.21% | 1.13M shares | 5.26% → 5.21%-0.05 pp +46.01K (+4.24%) | Added | ↗▾ |
| 04 | HYMBSS SPDR N ICE HY MUNI ETFNUVEEN BLOOMBERG View history and evidence | $23.83M | 4.07% | 927.73K shares | 3.87% → 4.07%+0.20 pp +136.82K (+17.30%) | Added | ↗▾ |
| 05 | TBILF/M US TREASURY 3 MONTH BILLUS TREAS 3 MNTH View history and evidence | $22.37M | 3.82% | 447.12K shares | 4.42% → 3.82%-0.60 pp -10.56K (-2.31%) | Reduced | ↗▾ |
| 06 | QMOMALPHA US QUANT MOM ETFUS QUAN MOMENTUM View history and evidence | $21.43M | 3.66% | 362.56K shares | 3.43% → 3.66%+0.23 pp +7.21K (+2.03%) | Added | ↗▾ |
| 07 | SYLDCAMBRIA SHAREHOLDER YIELD ETSHSHLD YIELD ETF View history and evidence | $19.78M | 3.38% | 269.95K shares | 3.42% → 3.38%-0.04 pp +8.34K (+3.19%) | Added | ↗▾ |
| 08 | ITANSPARKLINE INTANGIBLE VAL ETFSPARKLINE INTANG View history and evidence | $19.18M | 3.28% | 661.55K shares | 3.34% → 3.28%-0.06 pp +15.68K (+2.43%) | Added | ↗▾ |
| 09 | TFISS SPDR N ICE MUNI BOND ETFNUVEEN BLMBRG MU View history and evidence | $16.36M | 2.80% | 352.02K shares | 2.80% → 2.80%+0.00 pp +44.23K (+14.37%) | Added | ↗▾ |
| 10 | DLNWISDOMTREE US LARGECAP DIVIDUS LARGECAP DIVD View history and evidence | $15.76M | 2.69% | 218.30K shares | 2.82% → 2.69%-0.13 pp -919 (-0.42%) | Reduced | ↗▾ |
Options overlay 5
$1.91M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
UNHUNITEDHEALTH GROUP INC View history and evidence | Put | 2.50K | $1.24M | 0 (0.00%) | ▾ |
VVISA INC-CLASS A SHARESCOM CL A View history and evidence | Put | 1.90K | $530.25K | 0 (0.00%) | ▾ |
NOWSERVICENOW INC View history and evidence | Call | 100 | $76.24K | +100 | ▾ |
3 / 5 options · preview only
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | Call | -1,000 | -$376.04K | SEC filing ↗ | SEC filing ↗ |
| LULU LULULEMON ATHLETICA INC | Non-derivative | -408 | -$208.61K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1808992 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-04-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 587205002
}Research all 186 reported holdings.
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