13F HOLDINGS REPORT
Revolve Wealth Partners, LLC
Quarter ended Q4 2024 · Filed January 22, 2025 · Accession 0001667731-25-000084
Total Value
$695.4M
Positions
222
Other Managers
0
Confidential Omitted
No
Holdings (222)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 373,844 | $108.3M | 15.58% |
| 2 | ISHARES TR | 46432F842 | 551,668 | $38.8M | 5.58% |
| 3 | EA SERIES TRUST | 02072L201 | 1,254,005 | $30.1M | 4.33% |
| 4 | SPDR SER TR | 78464A284 | 1,097,107 | $28.1M | 4.04% |
| 5 | RBB FD INC | 74933W452 | 502,135 | $25.0M | 3.60% |
| 6 | EA SERIES TRUST | 02072L409 | 370,444 | $23.8M | 3.42% |
| 7 | EA SERIES TRUST | 02072L771 | 710,454 | $22.1M | 3.17% |
| 8 | CAMBRIA ETF TR | 132061201 | 301,085 | $20.6M | 2.96% |
| 9 | SPDR SER TR | 78468R721 | 414,862 | $18.9M | 2.72% |
| 10 | WISDOMTREE TR | WT | 218,498 | $17.0M | 2.44% |
| 11 | APPLE INC | AAPL | 66,857 | $16.7M | 2.41% |
| 12 | SCHWAB STRATEGIC TR | 808524839 | 735,257 | $16.7M | 2.40% |
| 13 | SCHWAB STRATEGIC TR | 808524805 | 822,596 | $15.2M | 2.19% |
| 14 | SCHWAB STRATEGIC TR | 808524300 | 481,364 | $13.4M | 1.93% |
| 15 | ISHARES TR | 464288414 | 124,193 | $13.2M | 1.90% |
| 16 | WISDOMTREE TR | WT | 373,261 | $12.8M | 1.84% |
| 17 | MICROSOFT CORP | MSFT | 27,684 | $11.7M | 1.68% |
| 18 | SCHWAB STRATEGIC TR | 808524201 | 465,220 | $10.8M | 1.55% |
| 19 | ISHARES TR | 464287200 | 18,054 | $10.6M | 1.53% |
| 20 | AMERICAN CENTY ETF TR | 025072877 | 109,774 | $10.6M | 1.52% |
| 21 | AMERICAN CENTY ETF TR | 025072877 | 25 | $10.4M | 1.49% |
| 22 | NVIDIA CORPORATION | NVDA | 75,170 | $10.1M | 1.45% |
| 23 | VANECK ETF TRUST | 92189H409 | 191,107 | $9.9M | 1.43% |
| 24 | VANGUARD TAX-MANAGED FDS | 921943858 | 123,485 | $5.9M | 0.85% |
| 25 | VANGUARD INDEX FDS | 922908736 | 13,876 | $5.7M | 0.82% |
| 26 | INVESCO EXCH TRADED FD TR II | IVZ | 314,063 | $5.7M | 0.82% |
| 27 | META PLATFORMS INC | META | 9,456 | $5.5M | 0.80% |
| 28 | AMAZON COM INC | AMZN | 25,045 | $5.5M | 0.79% |
| 29 | LOAR HOLDINGS INC | LOAR | 20 | $5.0M | 0.72% |
| 30 | ISHARES TR | 464288885 | 50,417 | $4.9M | 0.70% |
| 31 | AMGEN INC | AMGN | 16,323 | $4.3M | 0.61% |
| 32 | SPDR S&P 500 ETF TR | SPY | 7,034 | $4.1M | 0.59% |
| 33 | VANGUARD STAR FDS | 921909768 | 65,245 | $3.8M | 0.55% |
| 34 | VISA INC | V | 11,811 | $3.7M | 0.54% |
| 35 | PATHWARD FINANCIAL INC | CASH | 3,634,641 | $3.6M | 0.52% |
| 36 | COMMERCIAL VEH GROUP INC | 202608105 | 1,502 | $3.3M | 0.47% |
| 37 | SCHWAB STRATEGIC TR | 808524508 | 115,000 | $3.2M | 0.46% |
| 38 | VANGUARD INDEX FDS | 922908629 | 11,018 | $2.9M | 0.42% |
| 39 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 6,411 | $2.9M | 0.42% |
| 40 | JPMORGAN CHASE & CO. | VYLD | 11,997 | $2.9M | 0.41% |
| 41 | ALPHABET INC | GOOG | 14,930 | $2.8M | 0.41% |
| 42 | ISHARES TR | 464287655 | 12,233 | $2.7M | 0.39% |
| 43 | INVESCO QQQ TR | IVZ | 5,257 | $2.7M | 0.39% |
| 44 | ISHARES TR | 464287614 | 6,447 | $2.6M | 0.37% |
| 45 | SCHWAB STRATEGIC TR | 808524607 | 100,044 | $2.6M | 0.37% |
| 46 | VANGUARD INDEX FDS | 922908363 | 4,653 | $2.5M | 0.36% |
| 47 | COLGATE PALMOLIVE CO | CL | 25,678 | $2.3M | 0.34% |
| 48 | ISHARES TR | 464287804 | 20,116 | $2.3M | 0.33% |
| 49 | SPDR S&P MIDCAP 400 ETF TR | MDY | 4,023 | $2.3M | 0.33% |
| 50 | VANGUARD INDEX FDS | 922908751 | 8,941 | $2.1M | 0.31% |
| 51 | TESLA INC | TSLA | 5,317 | $2.1M | 0.31% |
| 52 | SCHWAB STRATEGIC TR | 808524797 | 76,685 | $2.1M | 0.30% |
| 53 | ISHARES TR | 464287507 | 32,853 | $2.0M | 0.29% |
| 54 | UNITEDHEALTH GROUP INC | UNH | 4,019 | $2.0M | 0.29% |
| 55 | ISHARES TR | 464288877 | 38,725 | $2.0M | 0.29% |
| 56 | ALPHABET INC | GOOG | 10,578 | $2.0M | 0.29% |
| 57 | DIMENSIONAL ETF TRUST | 25434V690 | 60,338 | $2.0M | 0.29% |
| 58 | NUSHARES ETF TR | NU | 22,665 | $1.9M | 0.28% |
| 59 | ISHARES TR | 46432F834 | 29,083 | $1.9M | 0.28% |
| 60 | BROADCOM INC | AVGO | 7,997 | $1.9M | 0.27% |
| 61 | ISHARES TR | 464288570 | 16,668 | $1.8M | 0.26% |
| 62 | MASTERCARD INCORPORATED | MA | 3,443 | $1.8M | 0.26% |
| 63 | NUSHARES ETF TR | NU | 36,241 | $1.4M | 0.21% |
| 64 | COMPASS INC | COMP | 228,754 | $1.3M | 0.19% |
| 65 | ABBVIE INC | ABBV | 7,279 | $1.3M | 0.19% |
| 66 | EA SERIES TRUST | 02072L565 | 11,137 | $1.2M | 0.18% |
| 67 | JOHNSON & JOHNSON | JNJ | 8,476 | $1.2M | 0.18% |
| 68 | ISHARES TR | 464288323 | 22,891 | $1.2M | 0.18% |
| 69 | VANGUARD INDEX FDS | 922908512 | 7,250 | $1.2M | 0.17% |
| 70 | BLACKSTONE INC | BX | 6,626 | $1.1M | 0.16% |
| 71 | NUSHARES ETF TR | NU | 27,270 | $1.1M | 0.16% |
| 72 | ELI LILLY & CO | LLY | 1,471 | $1.1M | 0.16% |
| 73 | AMERICAN CENTY ETF TR | 025072299 | 19,573 | $1.1M | 0.16% |
| 74 | RBB FD INC | 74933W460 | 21,687 | $1.1M | 0.16% |
| 75 | ISHARES TR | 46436E759 | 16,170 | $1.0M | 0.15% |
| 76 | NUSHARES ETF TR | NU | 22,033 | $1.0M | 0.15% |
| 77 | PROCTER AND GAMBLE CO | 742718109 | 6,170 | $1.0M | 0.15% |
| 78 | COSTCO WHSL CORP NEW | 22160K105 | 1,123 | $1.0M | 0.15% |
| 79 | ADVANCED MICRO DEVICES INC | AMD | 8,283 | $1.0M | 0.14% |
| 80 | VANGUARD SPECIALIZED FUNDS | 921908844 | 5,066 | $992,085 | 0.14% |
| 81 | UBER TECHNOLOGIES INC | UBER | 15,563 | $938,760 | 0.13% |
| 82 | ISHARES TR | 464287481 | 7,370 | $934,148 | 0.13% |
| 83 | HOME DEPOT INC | HD | 2,346 | $912,516 | 0.13% |
| 84 | EXXON MOBIL CORP | XOM | 8,478 | $911,955 | 0.13% |
| 85 | NETFLIX INC | NFLX | 1,023 | $911,820 | 0.13% |
| 86 | ORACLE CORP | ORCL-PD | 5,418 | $902,870 | 0.13% |
| 87 | SERVICENOW INC | NOW | 849 | $900,042 | 0.13% |
| 88 | ISHARES TR | 464287226 | 9,127 | $884,365 | 0.13% |
| 89 | SHOPIFY INC | SHOP | 8,209 | $872,863 | 0.13% |
| 90 | NUSHARES ETF TR | NU | 24,282 | $845,274 | 0.12% |
| 91 | ISHARES TR | 464287473 | 6,439 | $832,820 | 0.12% |
| 92 | WALMART INC | WMT | 8,849 | $799,536 | 0.11% |
| 93 | SCHWAB STRATEGIC TR | 808524771 | 30,360 | $718,925 | 0.10% |
| 94 | AMPHENOL CORP NEW | 032095101 | 10,094 | $701,029 | 0.10% |
| 95 | DIMENSIONAL ETF TRUST | 25434V815 | 22,360 | $688,241 | 0.10% |
| 96 | VANGUARD INDEX FDS | 922908538 | 2,696 | $684,018 | 0.10% |
| 97 | VANGUARD MUN BD FDS | 922907746 | 13,621 | $682,821 | 0.10% |
| 98 | VANGUARD INDEX FDS | 922908553 | 7,599 | $676,893 | 0.10% |
| 99 | ISHARES TR | 464287465 | 8,322 | $629,238 | 0.09% |
| 100 | VANGUARD INTL EQUITY INDEX F | 922042858 | 14,129 | $622,241 | 0.09% |
| 101 | SALESFORCE INC | CRM | 1,827 | $610,821 | 0.09% |
| 102 | BANK AMERICA CORP | 060505104 | 13,892 | $610,549 | 0.09% |
| 103 | INTUITIVE SURGICAL INC | ISRG | 1,144 | $597,122 | 0.09% |
| 104 | SPDR SER TR | 78464A847 | 10,805 | $590,904 | 0.08% |
| 105 | ISHARES TR | 464288158 | 5,551 | $585,519 | 0.08% |
| 106 | ADOBE INC | ADBE | 1,305 | $580,307 | 0.08% |
| 107 | AIR PRODS & CHEMS INC | AIIR | 1,999 | $579,790 | 0.08% |
| 108 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 7,715 | $571,064 | 0.08% |
| 109 | ONEOK INC NEW | OKE | 5,644 | $566,658 | 0.08% |
| 110 | ISHARES TR | 464287234 | 13,509 | $564,946 | 0.08% |
| 111 | RTX CORPORATION | RTX | 4,873 | $563,916 | 0.08% |
| 112 | MCDONALDS CORP | MCD | 1,942 | $562,972 | 0.08% |
| 113 | UNITED PARCEL SERVICE INC | UPS | 4,422 | $557,614 | 0.08% |
| 114 | COCA COLA CO | KO | 8,795 | $547,553 | 0.08% |
| 115 | SCHWAB STRATEGIC TR | 808524409 | 20,879 | $544,320 | 0.08% |
| 116 | RBB FD INC | 74933W478 | 10,866 | $543,948 | 0.08% |
| 117 | CISCO SYS INC | CSCO | 9,156 | $542,036 | 0.08% |
| 118 | DISNEY WALT CO | 254687106 | 4,828 | $537,610 | 0.08% |
| 119 | HONEYWELL INTL INC | 438516106 | 2,356 | $532,213 | 0.08% |
| 120 | INVESCO EXCHANGE TRADED FD T | IVZ | 12,442 | $517,712 | 0.07% |
| 121 | INTUIT | INTU | 813 | $510,971 | 0.07% |
| 122 | GOLDMAN SACHS GROUP INC | GSCE | 888 | $508,495 | 0.07% |
| 123 | ISHARES TR | 464289438 | 2,126 | $500,184 | 0.07% |
| 124 | PFIZER INC | PFE | 18,766 | $497,868 | 0.07% |
| 125 | SCHWAB STRATEGIC TR | 808524102 | 21,510 | $488,281 | 0.07% |
| 126 | ISHARES TR | 464287622 | 1,509 | $486,139 | 0.07% |
| 127 | DEXCOM INC | DXCM | 6,221 | $483,807 | 0.07% |
| 128 | CSX CORP | CSX | 14,729 | $475,290 | 0.07% |
| 129 | AMERICAN EXPRESS CO | AXP | 1,580 | $468,928 | 0.07% |
| 130 | INVESCO EXCHANGE TRADED FD T | IVZ | 11,623 | $468,872 | 0.07% |
| 131 | ANALOG DEVICES INC | ADI | 2,151 | $457,001 | 0.07% |
| 132 | DANAHER CORPORATION | 235851102 | 1,972 | $452,673 | 0.07% |
| 133 | PALANTIR TECHNOLOGIES INC | PLTR | 5,946 | $449,696 | 0.06% |
| 134 | MERCK & CO INC | MRK | 4,475 | $445,161 | 0.06% |
| 135 | MERCK & CO INC | MRK | 1 | $441,710 | 0.06% |
| 136 | INTERNATIONAL BUSINESS MACHS | INTR | 1,982 | $435,676 | 0.06% |
| 137 | CHEVRON CORP NEW | CVX | 2,984 | $432,187 | 0.06% |
| 138 | SCHWAB STRATEGIC TR | 808524755 | 12,602 | $418,512 | 0.06% |
| 139 | QUALCOMM INC | QCOM | 2,542 | $390,513 | 0.06% |
| 140 | ISHARES TR | 464288679 | 3,526 | $388,248 | 0.06% |
| 141 | INSULET CORP | PODD | 1,452 | $379,074 | 0.05% |
| 142 | GE AEROSPACE | 369604301 | 2,251 | $375,462 | 0.05% |
| 143 | ISHARES TR | 464287689 | 1,106 | $369,681 | 0.05% |
| 144 | INVESCO EXCH TRADED FD TR II | IVZ | 7,661 | $366,885 | 0.05% |
| 145 | INVESCO EXCH TRD SLF IDX FD | IVZ | 18,672 | $363,731 | 0.05% |
| 146 | INVESCO EXCH TRADED FD TR II | IVZ | 17,471 | $357,806 | 0.05% |
| 147 | IDEXX LABS INC | 45168D104 | 854 | $353,078 | 0.05% |
| 148 | NEXTERA ENERGY INC | NEE-PW | 4,854 | $347,983 | 0.05% |
| 149 | METTLER TOLEDO INTERNATIONAL | MTD | 278 | $340,183 | 0.05% |
| 150 | ISHARES TR | 464287671 | 2,438 | $339,795 | 0.05% |
| 151 | AMERIPRISE FINL INC | 03076C106 | 632 | $336,496 | 0.05% |
| 152 | COMCAST CORP NEW | CCZ | 8,893 | $333,749 | 0.05% |
| 153 | CONSOLIDATED EDISON INC | ED | 3,721 | $332,036 | 0.05% |
| 154 | RAYMOND JAMES FINL INC | 754730109 | 2,111 | $327,902 | 0.05% |
| 155 | AIRBNB INC | ABNB | 2,492 | $327,474 | 0.05% |
| 156 | LINDE PLC | LIN | 777 | $325,307 | 0.05% |
| 157 | ISHARES TR | 464287499 | 3,656 | $323,190 | 0.05% |
| 158 | AT&T INC | T-PC | 14,116 | $321,423 | 0.05% |
| 159 | SCHWAB STRATEGIC TR | 808524730 | 11,053 | $321,090 | 0.05% |
| 160 | DUKE ENERGY CORP NEW | DUKB | 2,950 | $317,850 | 0.05% |
| 161 | MICRON TECHNOLOGY INC | MU | 3,760 | $316,442 | 0.05% |
| 162 | ISHARES TR | 464287721 | 1,972 | $314,573 | 0.05% |
| 163 | ACCENTURE PLC IRELAND | ACN | 892 | $313,797 | 0.05% |
| 164 | WELLS FARGO CO NEW | 949746101 | 4,390 | $308,367 | 0.04% |
| 165 | WISDOMTREE TR | WT | 10,086 | $307,426 | 0.04% |
| 166 | VANGUARD INDEX FDS | 922908637 | 1,138 | $306,828 | 0.04% |
| 167 | GILEAD SCIENCES INC | GILD | 3,291 | $303,996 | 0.04% |
| 168 | EATON CORP PLC | ETN | 913 | $302,997 | 0.04% |
| 169 | ISHARES INC | 46434G103 | 5,696 | $297,445 | 0.04% |
| 170 | APPLOVIN CORP | APP | 909 | $294,361 | 0.04% |
| 171 | CHIPOTLE MEXICAN GRILL INC | CMG | 4,804 | $289,681 | 0.04% |
| 172 | BLACKROCK INC | BLK | 277 | $283,982 | 0.04% |
| 173 | TRAVELERS COMPANIES INC | TRV | 1,146 | $276,070 | 0.04% |
| 174 | VANGUARD WHITEHALL FDS | 921946406 | 2,152 | $274,574 | 0.04% |
| 175 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 710 | $274,216 | 0.04% |
| 176 | VANGUARD CHARLOTTE FDS | 92203J407 | 5,571 | $273,258 | 0.04% |
| 177 | VERIZON COMMUNICATIONS INC | VZ | 6,816 | $272,589 | 0.04% |
| 178 | INVESCO ACTVELY MNGD ETC FD | IVZ | 20,909 | $271,608 | 0.04% |
| 179 | EMERSON ELEC CO | EMR | 2,183 | $270,539 | 0.04% |
| 180 | PROGRESSIVE CORP | 743315103 | 1,122 | $268,842 | 0.04% |
| 181 | LOWES COS INC | 548661107 | 1,078 | $266,123 | 0.04% |
| 182 | TJX COS INC NEW | 872540109 | 2,172 | $262,399 | 0.04% |
| 183 | PEPSICO INC | PEP | 1,694 | $257,664 | 0.04% |
| 184 | SCHWAB STRATEGIC TR | 808524763 | 8,636 | $256,489 | 0.04% |
| 185 | THERMO FISHER SCIENTIFIC INC | TMO | 491 | $255,183 | 0.04% |
| 186 | PHILIP MORRIS INTL INC | 718172109 | 2,097 | $252,358 | 0.04% |
| 187 | PINTEREST INC | PINS | 8,681 | $251,749 | 0.04% |
| 188 | INVESCO EXCH TRD SLF IDX FD | IVZ | 12,181 | $251,538 | 0.04% |
| 189 | PAYPAL HLDGS INC | PYPL | 2,910 | $248,380 | 0.04% |
| 190 | DECKERS OUTDOOR CORP | DECK | 1,214 | $246,551 | 0.04% |
| 191 | LOCKHEED MARTIN CORP | LMT | 499 | $242,545 | 0.03% |
| 192 | CATERPILLAR INC | CAT | 665 | $241,354 | 0.03% |
| 193 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 567 | $241,232 | 0.03% |
| 194 | KENVUE INC | KVUE | 11,177 | $238,629 | 0.03% |
| 195 | VANGUARD INDEX FDS | 922908744 | 1,402 | $237,332 | 0.03% |
| 196 | VANGUARD BD INDEX FDS | 921937835 | 3,298 | $237,150 | 0.03% |
| 197 | ABBOTT LABS | ABLZF | 2,088 | $236,174 | 0.03% |
| 198 | RBB FD INC | 74933W486 | 4,902 | $235,606 | 0.03% |
| 199 | RBB FD INC | 74933W494 | 4,809 | $235,134 | 0.03% |
| 200 | ALLSTATE CORP | ALL-PJ | 1,197 | $230,770 | 0.03% |
| 201 | UNION PAC CORP | UNP | 1,007 | $229,647 | 0.03% |
| 202 | ROCKWELL AUTOMATION INC | ROK | 800 | $228,632 | 0.03% |
| 203 | S&P GLOBAL INC | SPGI | 457 | $227,600 | 0.03% |
| 204 | BANK NEW YORK MELLON CORP | 064058100 | 2,858 | $219,580 | 0.03% |
| 205 | NOVO-NORDISK A S | NONOF | 2,490 | $214,190 | 0.03% |
| 206 | ISHARES TR | 464287705 | 1,712 | $213,932 | 0.03% |
| 207 | GENERAL DYNAMICS CORP | GD | 793 | $208,948 | 0.03% |
| 208 | BOOKING HOLDINGS INC | BKNG | 42 | $208,674 | 0.03% |
| 209 | ISHARES TR | 464287606 | 2,291 | $208,321 | 0.03% |
| 210 | MOTOROLA SOLUTIONS INC | MSI | 449 | $207,547 | 0.03% |
| 211 | CHUBB LIMITED | CB | 743 | $205,291 | 0.03% |
| 212 | SOUTHERN CO | SOMN | 2,483 | $204,404 | 0.03% |
| 213 | SELECT SECTOR SPDR TR | 81369Y803 | 877 | $203,950 | 0.03% |
| 214 | HUMANA INC | HUM | 798 | $202,461 | 0.03% |
| 215 | ARISTA NETWORKS INC | ANET | 1,830 | $202,270 | 0.03% |
| 216 | BOEING CO | BA-PA | 1,136 | $201,137 | 0.03% |
| 217 | MERCADOLIBRE INC | MELI | 118 | $200,686 | 0.03% |
| 218 | VERTEX PHARMACEUTICALS INC | VRTX | 498 | $200,545 | 0.03% |
| 219 | ROYCE MICRO-CAP TR INC | RMT | 15,179 | $147,994 | 0.02% |
| 220 | BLEND LABS INC | BLND | 31,361 | $132,030 | 0.02% |
| 221 | QURATE RETAIL INC | 74915M100 | 10,343 | $3,413 | 0.00% |
| 222 | CERO THERAPEUTICS HLDGS INC | 71902K105 | 32,799 | $1,968 | 0.00% |