Revolve Wealth Partners, LLC
CIK 1808992 · Holdings on Jun 30, 2025 · First reported Jul 28, 2025
Top ten holdings
Q2 2025- VTI15.59%
- IEFA6.33%
- IVAL4.93%
- HYMB3.83%
- QMOM3.45%
- ITAN3.27%
- TBIL3.18%
- SYLD3.11%
- SCHF2.73%
- TFI2.41%
Share classes counted separately48.83%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFCFWeight increased · +2.04 pp0.20% → 2.24%Shares +373.89K (+1141.84%)
- VTIWeight increased · +0.77 pp14.82% → 15.59%Shares +19.80K (+5.31%)
- HYMBWeight decreased · -0.65 pp4.48% → 3.83%Shares -43.79K (-3.57%)
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 28
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 | $119.35M | 15.59% | 392.68K shares | 14.82% → 15.59%+0.77 pp +19.80K (+5.31%) | Added | ↗▾ |
| 02 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $48.49M | 6.33% | 580.82K shares | 6.48% → 6.33%-0.15 pp -11.37K (-1.92%) | Reduced | ↗▾ |
| 03 | IVALALPHA ARCHI INTL QT VLU ETFINTL QUAN VALUE View history and evidence | $37.72M | 4.93% | 1.35M shares | 5.07% → 4.93%-0.14 pp -20.32K (-1.48%) | Reduced | ↗▾ |
| 04 | HYMBSS SPDR N ICE HY MUNI ETFNUVEEN ICE HIGH View history and evidence | $29.34M | 3.83% | 1.18M shares | 4.48% → 3.83%-0.65 pp -43.79K (-3.57%) | Reduced | ↗▾ |
| 05 | QMOMALPHA US QUANT MOM ETFUS QUAN MOMENTUM View history and evidence | $26.44M | 3.45% | 406.83K shares | 3.23% → 3.45%+0.22 pp +30.63K (+8.14%) | Added | ↗▾ |
| 06 | ITANSPARKLINE INTANGIBLE VAL ETFSPARKLINE INTANG View history and evidence | $25.07M | 3.27% | 776.05K shares | 3.11% → 3.27%+0.16 pp +53.84K (+7.45%) | Added | ↗▾ |
| 07 | TBILF/M US TREASURY 3 MONTH BILLUS TREAS 3 MNTH View history and evidence | $24.32M | 3.18% | 486.49K shares | 3.52% → 3.18%-0.34 pp +175 (+0.04%) | Added | ↗▾ |
| 08 | SYLDCAMBRIA SHAREHOLDER YIELD ETSHSHLD YIELD ETF View history and evidence | $23.81M | 3.11% | 366.07K shares | 3.04% → 3.11%+0.07 pp +36.33K (+11.02%) | Added | ↗▾ |
| 09 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $20.89M | 2.73% | 945.29K shares | 2.58% → 2.73%+0.15 pp +41.96K (+4.65%) | Added | ↗▾ |
| 10 | TFISS SPDR N ICE MUNI BOND ETFNUVEEN ICE MUNIC View history and evidence | $18.42M | 2.41% | 412.35K shares | 2.76% → 2.41%-0.35 pp -11.67K (-2.75%) | Reduced | ↗▾ |
Options overlay 2
$3.87M 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 | |
|---|---|---|---|---|---|
AMGNAMGEN INC View history and evidence | Call | 11.40K | $3.18M | +11.40K | ▾ |
UNHUNITEDHEALTH GROUP INC View history and evidence | Put | 2.20K | $686.33K | +2.20K | ▾ |
2 / 2 options · preview only
Exited positions 18
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BOXX ALPHA ARCHITECT 1-3 MNTH BOX | Non-derivative | -11,090 | -$1.24M | SEC filing ↗ | SEC filing ↗ |
| UPS UNITED PARCEL SERVICE-CL B | Non-derivative | -4,187 | -$460.53K | SEC filing ↗ | SEC filing ↗ |
| FNDE SCHWAB FNDMNTL EM MRK EQ ETF | Non-derivative | -11,723 | -$361.07K | SEC filing ↗ | SEC filing ↗ |
3 / 18 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 2025-06-30
Data loaded 2026-09-23 · First reported 2025-07-28
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 769552765
}Research all 228 reported holdings.
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