Live Markets
Saturday, September 12, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT (Amended)

Revolve Wealth Partners, LLC

Quarter ended Q1 2025 · Filed March 19, 2025 · Accession 0001667731-25-000346

Total Value
$691.8M
Positions
221
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (221)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769373,844$108.3M15.66%
2ISHARES TR46432F842551,668$38.8M5.60%
3EA SERIES TRUST02072L2011,254,005$30.1M4.35%
4SPDR SER TR78464A2841,097,107$28.1M4.06%
5RBB FD INC74933W452502,135$25.0M3.62%
6EA SERIES TRUST02072L409370,444$23.8M3.43%
7EA SERIES TRUST02072L771710,454$22.1M3.19%
8CAMBRIA ETF TR132061201301,085$20.6M2.98%
9SPDR SER TR78468R721414,862$18.9M2.74%
10WISDOMTREE TRWT218,498$17.0M2.46%
11APPLE INCAAPL66,857$16.7M2.42%
12SCHWAB STRATEGIC TR808524839735,257$16.7M2.41%
13SCHWAB STRATEGIC TR808524805822,596$15.2M2.20%
14SCHWAB STRATEGIC TR808524300481,364$13.4M1.94%
15ISHARES TR464288414124,193$13.2M1.91%
16WISDOMTREE TRWT373,261$12.8M1.85%
17MICROSOFT CORPMSFT27,684$11.7M1.69%
18SCHWAB STRATEGIC TR808524201465,220$10.8M1.56%
19ISHARES TR46428720018,054$10.6M1.54%
20AMERICAN CENTY ETF TR025072877109,774$10.6M1.53%
21AMERICAN CENTY ETF TR02507287725$10.4M1.50%
22NVIDIA CORPORATIONNVDA75,170$10.1M1.46%
23VANECK ETF TRUST92189H409191,107$9.9M1.43%
24VANGUARD TAX-MANAGED FDS921943858123,485$5.9M0.85%
25VANGUARD INDEX FDS92290873613,876$5.7M0.82%
26INVESCO EXCH TRADED FD TR IIIVZ314,063$5.7M0.82%
27META PLATFORMS INCMETA9,456$5.5M0.80%
28AMAZON COM INCAMZN25,045$5.5M0.79%
29LOAR HOLDINGS INCLOAR20$5.0M0.72%
30ISHARES TR46428888550,417$4.9M0.71%
31AMGEN INCAMGN16,323$4.3M0.62%
32SPDR S&P 500 ETF TRSPY7,034$4.1M0.60%
33VANGUARD STAR FDS92190976865,245$3.8M0.56%
34VISA INCV11,811$3.7M0.54%
35COMMERCIAL VEH GROUP INC2026081051,502$3.3M0.48%
36SCHWAB STRATEGIC TR808524508115,000$3.2M0.46%
37VANGUARD INDEX FDS92290862911,018$2.9M0.42%
38BERKSHIRE HATHAWAY INC DELBRK-A6,411$2.9M0.42%
39JPMORGAN CHASE & CO.VYLD11,997$2.9M0.42%
40ALPHABET INCGOOG14,930$2.8M0.41%
41ISHARES TR46428765512,233$2.7M0.39%
42INVESCO QQQ TRIVZ5,257$2.7M0.39%
43ISHARES TR4642876146,447$2.6M0.37%
44SCHWAB STRATEGIC TR808524607100,044$2.6M0.37%
45VANGUARD INDEX FDS9229083634,653$2.5M0.36%
46COLGATE PALMOLIVE COCL25,678$2.3M0.34%
47ISHARES TR46428780420,116$2.3M0.34%
48SPDR S&P MIDCAP 400 ETF TRMDY4,023$2.3M0.33%
49VANGUARD INDEX FDS9229087518,941$2.1M0.31%
50TESLA INCTSLA5,317$2.1M0.31%
51SCHWAB STRATEGIC TR80852479776,685$2.1M0.30%
52ISHARES TR46428750732,853$2.0M0.30%
53UNITEDHEALTH GROUP INCUNH4,019$2.0M0.29%
54ISHARES TR46428887738,725$2.0M0.29%
55ALPHABET INCGOOG10,578$2.0M0.29%
56DIMENSIONAL ETF TRUST25434V69060,338$2.0M0.29%
57NUSHARES ETF TRNU22,665$1.9M0.28%
58ISHARES TR46432F83429,083$1.9M0.28%
59BROADCOM INCAVGO7,997$1.9M0.27%
60ISHARES TR46428857016,668$1.8M0.27%
61MASTERCARD INCORPORATEDMA3,443$1.8M0.26%
62NUSHARES ETF TRNU36,241$1.4M0.21%
63COMPASS INCCOMP228,754$1.3M0.19%
64ABBVIE INCABBV7,279$1.3M0.19%
65EA SERIES TRUST02072L56511,137$1.2M0.18%
66JOHNSON & JOHNSONJNJ8,476$1.2M0.18%
67ISHARES TR46428832322,891$1.2M0.18%
68VANGUARD INDEX FDS9229085127,250$1.2M0.17%
69BLACKSTONE INCBX6,626$1.1M0.17%
70NUSHARES ETF TRNU27,270$1.1M0.17%
71ELI LILLY & COLLY1,471$1.1M0.16%
72AMERICAN CENTY ETF TR02507229919,573$1.1M0.16%
73RBB FD INC74933W46021,687$1.1M0.16%
74ISHARES TR46436E75916,170$1.0M0.15%
75NUSHARES ETF TRNU22,033$1.0M0.15%
76PROCTER AND GAMBLE CO7427181096,170$1.0M0.15%
77COSTCO WHSL CORP NEW22160K1051,123$1.0M0.15%
78ADVANCED MICRO DEVICES INCAMD8,283$1.0M0.14%
79VANGUARD SPECIALIZED FUNDS9219088445,066$992,0850.14%
80UBER TECHNOLOGIES INCUBER15,563$938,7600.14%
81ISHARES TR4642874817,370$934,1480.14%
82HOME DEPOT INCHD2,346$912,5160.13%
83EXXON MOBIL CORPXOM8,478$911,9550.13%
84NETFLIX INCNFLX1,023$911,8200.13%
85ORACLE CORPORCL-PD5,418$902,8700.13%
86SERVICENOW INCNOW849$900,0420.13%
87ISHARES TR4642872269,127$884,3650.13%
88SHOPIFY INCSHOP8,209$872,8630.13%
89NUSHARES ETF TRNU24,282$845,2740.12%
90ISHARES TR4642874736,439$832,8200.12%
91WALMART INCWMT8,849$799,5360.12%
92SCHWAB STRATEGIC TR80852477130,360$718,9250.10%
93AMPHENOL CORP NEW03209510110,094$701,0290.10%
94DIMENSIONAL ETF TRUST25434V81522,360$688,2410.10%
95VANGUARD INDEX FDS9229085382,696$684,0180.10%
96VANGUARD MUN BD FDS92290774613,621$682,8210.10%
97VANGUARD INDEX FDS9229085537,599$676,8930.10%
98ISHARES TR4642874658,322$629,2380.09%
99VANGUARD INTL EQUITY INDEX F92204285814,129$622,2410.09%
100SALESFORCE INCCRM1,827$610,8210.09%
101BANK AMERICA CORP06050510413,892$610,5490.09%
102INTUITIVE SURGICAL INCISRG1,144$597,1220.09%
103SPDR SER TR78464A84710,805$590,9040.09%
104ISHARES TR4642881585,551$585,5190.08%
105ADOBE INCADBE1,305$580,3070.08%
106AIR PRODS & CHEMS INCAIIR1,999$579,7900.08%
107GRAYSCALE BITCOIN TRUST ETFGBTC7,715$571,0640.08%
108ONEOK INC NEWOKE5,644$566,6580.08%
109ISHARES TR46428723413,509$564,9460.08%
110RTX CORPORATIONRTX4,873$563,9160.08%
111MCDONALDS CORPMCD1,942$562,9720.08%
112UNITED PARCEL SERVICE INCUPS4,422$557,6140.08%
113COCA COLA COKO8,795$547,5530.08%
114SCHWAB STRATEGIC TR80852440920,879$544,3200.08%
115RBB FD INC74933W47810,866$543,9480.08%
116CISCO SYS INCCSCO9,156$542,0360.08%
117DISNEY WALT CO2546871064,828$537,6100.08%
118HONEYWELL INTL INC4385161062,356$532,2130.08%
119INVESCO EXCHANGE TRADED FD TIVZ12,442$517,7120.07%
120INTUITINTU813$510,9710.07%
121GOLDMAN SACHS GROUP INCGSCE888$508,4950.07%
122ISHARES TR4642894382,126$500,1840.07%
123PFIZER INCPFE18,766$497,8680.07%
124SCHWAB STRATEGIC TR80852410221,510$488,2810.07%
125ISHARES TR4642876221,509$486,1390.07%
126DEXCOM INCDXCM6,221$483,8070.07%
127CSX CORPCSX14,729$475,2900.07%
128AMERICAN EXPRESS COAXP1,580$468,9280.07%
129INVESCO EXCHANGE TRADED FD TIVZ11,623$468,8720.07%
130ANALOG DEVICES INCADI2,151$457,0010.07%
131DANAHER CORPORATION2358511021,972$452,6730.07%
132PALANTIR TECHNOLOGIES INCPLTR5,946$449,6960.07%
133MERCK & CO INCMRK4,475$445,1610.06%
134MERCK & CO INCMRK1$441,7100.06%
135INTERNATIONAL BUSINESS MACHSINTR1,982$435,6760.06%
136CHEVRON CORP NEWCVX2,984$432,1870.06%
137SCHWAB STRATEGIC TR80852475512,602$418,5120.06%
138QUALCOMM INCQCOM2,542$390,5130.06%
139ISHARES TR4642886793,526$388,2480.06%
140INSULET CORPPODD1,452$379,0740.05%
141GE AEROSPACE3696043012,251$375,4620.05%
142ISHARES TR4642876891,106$369,6810.05%
143INVESCO EXCH TRADED FD TR IIIVZ7,661$366,8850.05%
144INVESCO EXCH TRD SLF IDX FDIVZ18,672$363,7310.05%
145INVESCO EXCH TRADED FD TR IIIVZ17,471$357,8060.05%
146IDEXX LABS INC45168D104854$353,0780.05%
147NEXTERA ENERGY INCNEE-PW4,854$347,9830.05%
148METTLER TOLEDO INTERNATIONALMTD278$340,1830.05%
149ISHARES TR4642876712,438$339,7950.05%
150AMERIPRISE FINL INC03076C106632$336,4960.05%
151COMCAST CORP NEWCCZ8,893$333,7490.05%
152CONSOLIDATED EDISON INCED3,721$332,0360.05%
153RAYMOND JAMES FINL INC7547301092,111$327,9020.05%
154AIRBNB INCABNB2,492$327,4740.05%
155LINDE PLCLIN777$325,3070.05%
156ISHARES TR4642874993,656$323,1900.05%
157AT&T INCT-PC14,116$321,4230.05%
158SCHWAB STRATEGIC TR80852473011,053$321,0900.05%
159DUKE ENERGY CORP NEWDUKB2,950$317,8500.05%
160MICRON TECHNOLOGY INCMU3,760$316,4420.05%
161ISHARES TR4642877211,972$314,5730.05%
162ACCENTURE PLC IRELANDACN892$313,7970.05%
163WELLS FARGO CO NEW9497461014,390$308,3670.04%
164WISDOMTREE TRWT10,086$307,4260.04%
165VANGUARD INDEX FDS9229086371,138$306,8280.04%
166GILEAD SCIENCES INCGILD3,291$303,9960.04%
167EATON CORP PLCETN913$302,9970.04%
168ISHARES INC46434G1035,696$297,4450.04%
169APPLOVIN CORPAPP909$294,3610.04%
170CHIPOTLE MEXICAN GRILL INCCMG4,804$289,6810.04%
171BLACKROCK INCBLK277$283,9820.04%
172TRAVELERS COMPANIES INCTRV1,146$276,0700.04%
173VANGUARD WHITEHALL FDS9219464062,152$274,5740.04%
174ZEBRA TECHNOLOGIES CORPORATIZBRA710$274,2160.04%
175VANGUARD CHARLOTTE FDS92203J4075,571$273,2580.04%
176VERIZON COMMUNICATIONS INCVZ6,816$272,5890.04%
177INVESCO ACTVELY MNGD ETC FDIVZ20,909$271,6080.04%
178EMERSON ELEC COEMR2,183$270,5390.04%
179PROGRESSIVE CORP7433151031,122$268,8420.04%
180LOWES COS INC5486611071,078$266,1230.04%
181TJX COS INC NEW8725401092,172$262,3990.04%
182PEPSICO INCPEP1,694$257,6640.04%
183SCHWAB STRATEGIC TR8085247638,636$256,4890.04%
184THERMO FISHER SCIENTIFIC INCTMO491$255,1830.04%
185PHILIP MORRIS INTL INC7181721092,097$252,3580.04%
186PINTEREST INCPINS8,681$251,7490.04%
187INVESCO EXCH TRD SLF IDX FDIVZ12,181$251,5380.04%
188PAYPAL HLDGS INCPYPL2,910$248,3800.04%
189DECKERS OUTDOOR CORPDECK1,214$246,5510.04%
190LOCKHEED MARTIN CORPLMT499$242,5450.04%
191CATERPILLAR INCCAT665$241,3540.03%
192SPDR DOW JONES INDL AVERAGE78467X109567$241,2320.03%
193KENVUE INCKVUE11,177$238,6290.03%
194VANGUARD INDEX FDS9229087441,402$237,3320.03%
195VANGUARD BD INDEX FDS9219378353,298$237,1500.03%
196ABBOTT LABSABLZF2,088$236,1740.03%
197RBB FD INC74933W4864,902$235,6060.03%
198RBB FD INC74933W4944,809$235,1340.03%
199ALLSTATE CORPALL-PJ1,197$230,7700.03%
200UNION PAC CORPUNP1,007$229,6470.03%
201ROCKWELL AUTOMATION INCROK800$228,6320.03%
202S&P GLOBAL INCSPGI457$227,6000.03%
203BANK NEW YORK MELLON CORP0640581002,858$219,5800.03%
204NOVO-NORDISK A SNONOF2,490$214,1900.03%
205ISHARES TR4642877051,712$213,9320.03%
206GENERAL DYNAMICS CORPGD793$208,9480.03%
207BOOKING HOLDINGS INCBKNG42$208,6740.03%
208ISHARES TR4642876062,291$208,3210.03%
209MOTOROLA SOLUTIONS INCMSI449$207,5470.03%
210CHUBB LIMITEDCB743$205,2910.03%
211SOUTHERN COSOMN2,483$204,4040.03%
212SELECT SECTOR SPDR TR81369Y803877$203,9500.03%
213HUMANA INCHUM798$202,4610.03%
214ARISTA NETWORKS INCANET1,830$202,2700.03%
215BOEING COBA-PA1,136$201,1370.03%
216MERCADOLIBRE INCMELI118$200,6860.03%
217VERTEX PHARMACEUTICALS INCVRTX498$200,5450.03%
218ROYCE MICRO-CAP TR INCRMT15,179$147,9940.02%
219BLEND LABS INCBLND31,361$132,0300.02%
220QURATE RETAIL INC74915M10010,343$3,4130.00%
221CERO THERAPEUTICS HLDGS INC71902K10532,799$1,9680.00%