13F HOLDINGS REPORT
Revolve Wealth Partners, LLC
Quarter ended Q2 2024 · Filed July 19, 2024 · Accession 0001808992-24-000003
Total Value
$608.4M
Positions
179
Other Managers
0
Confidential Omitted
No
Holdings (179)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 374,443 | $100.2M | 16.47% |
| 2 | ISHARES TR | 46432F842 | 521,503 | $37.9M | 6.23% |
| 3 | EA SERIES TRUST | 02072L201 | 1,182,971 | $29.5M | 4.85% |
| 4 | SPDR SER TR | 78464A284 | 985,958 | $25.1M | 4.12% |
| 5 | RBB FD INC | 74933W452 | 498,771 | $24.9M | 4.10% |
| 6 | EA SERIES TRUST | 02072L409 | 371,482 | $21.6M | 3.56% |
| 7 | EA SERIES TRUST | 02072L771 | 688,092 | $19.6M | 3.22% |
| 8 | CAMBRIA ETF TR | 132061201 | 283,173 | $19.3M | 3.18% |
| 9 | SPDR SER TR | 78468R721 | 371,049 | $17.0M | 2.79% |
| 10 | SCHWAB STRATEGIC TR | 808524805 | 413,307 | $15.9M | 2.61% |
| 11 | WISDOMTREE TR | WT | 217,668 | $15.8M | 2.60% |
| 12 | SCHWAB STRATEGIC TR | 808524839 | 313,480 | $14.3M | 2.35% |
| 13 | WISDOMTREE TR | WT | 348,461 | $12.9M | 2.12% |
| 14 | APPLE INC | AAPL | 59,046 | $12.4M | 2.04% |
| 15 | SCHWAB STRATEGIC TR | 808524300 | 118,978 | $12.0M | 1.97% |
| 16 | ISHARES TR | 464288414 | 112,255 | $12.0M | 1.97% |
| 17 | SCHWAB STRATEGIC TR | 808524201 | 169,819 | $10.9M | 1.79% |
| 18 | MICROSOFT CORP | MSFT | 23,539 | $10.5M | 1.73% |
| 19 | ISHARES TR | 464287200 | 18,498 | $10.1M | 1.66% |
| 20 | NVIDIA CORPORATION | NVDA | 77,212 | $9.5M | 1.57% |
| 21 | AMERICAN CENTY ETF TR | 025072877 | 102,917 | $9.2M | 1.52% |
| 22 | VANECK ETF TRUST | 92189H409 | 177,006 | $9.1M | 1.50% |
| 23 | AMAZON COM INC | AMZN | 41,716 | $8.1M | 1.33% |
| 24 | AMGEN INC | AMGN | 16,948 | $5.3M | 0.87% |
| 25 | VANGUARD INDEX FDS | 922908736 | 13,447 | $5.0M | 0.83% |
| 26 | INVESCO EXCH TRADED FD TR II | IVZ | 270,751 | $4.9M | 0.80% |
| 27 | ISHARES TR | 464288885 | 45,483 | $4.7M | 0.76% |
| 28 | META PLATFORMS INC | META | 8,574 | $4.3M | 0.71% |
| 29 | VANGUARD STAR FDS | 921909768 | 61,980 | $3.7M | 0.61% |
| 30 | SPDR S&P 500 ETF TR | SPY | 6,087 | $3.3M | 0.54% |
| 31 | VANGUARD TAX-MANAGED FDS | 921943858 | 63,424 | $3.1M | 0.52% |
| 32 | SCHWAB STRATEGIC TR | 808524508 | 39,834 | $3.1M | 0.51% |
| 33 | VANGUARD INDEX FDS | 922908629 | 11,547 | $2.8M | 0.46% |
| 34 | INVESCO QQQ TR | IVZ | 5,580 | $2.7M | 0.44% |
| 35 | ALPHABET INC | GOOG | 14,595 | $2.7M | 0.44% |
| 36 | ISHARES TR | 46432F834 | 37,279 | $2.5M | 0.41% |
| 37 | ISHARES TR | 464287614 | 6,817 | $2.5M | 0.41% |
| 38 | COLGATE PALMOLIVE CO | CL | 25,188 | $2.4M | 0.40% |
| 39 | SCHWAB STRATEGIC TR | 808524607 | 50,834 | $2.4M | 0.40% |
| 40 | ISHARES TR | 464287804 | 21,523 | $2.3M | 0.38% |
| 41 | VISA INC | V | 8,554 | $2.2M | 0.37% |
| 42 | ISHARES TR | 464287655 | 10,840 | $2.2M | 0.36% |
| 43 | SPDR S&P MIDCAP 400 ETF TR | MDY | 4,033 | $2.2M | 0.35% |
| 44 | JPMORGAN CHASE & CO. | VYLD | 10,569 | $2.1M | 0.35% |
| 45 | SCHWAB STRATEGIC TR | 808524797 | 26,945 | $2.1M | 0.34% |
| 46 | VANGUARD INDEX FDS | 922908751 | 9,551 | $2.1M | 0.34% |
| 47 | VANGUARD INDEX FDS | 922908363 | 4,158 | $2.1M | 0.34% |
| 48 | ISHARES TR | 464287507 | 34,824 | $2.0M | 0.33% |
| 49 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4,957 | $2.0M | 0.33% |
| 50 | UNITEDHEALTH GROUP INC | UNH | 3,953 | $2.0M | 0.33% |
| 51 | MASTERCARD INCORPORATED | MA | 4,292 | $1.9M | 0.31% |
| 52 | NUSHARES ETF TR | NU | 22,147 | $1.8M | 0.30% |
| 53 | ALPHABET INC | GOOG | 9,772 | $1.8M | 0.29% |
| 54 | ISHARES TR | 464288570 | 15,943 | $1.7M | 0.27% |
| 55 | DIMENSIONAL ETF TRUST | 25434V690 | 47,633 | $1.6M | 0.26% |
| 56 | ISHARES TR | 464288877 | 27,716 | $1.5M | 0.24% |
| 57 | UNITEDHEALTH GROUP INC | UNH | 2,500 | $1.3M | 0.21% |
| 58 | ELI LILLY & CO | LLY | 1,401 | $1.3M | 0.21% |
| 59 | SHOPIFY INC | SHOP | 18,755 | $1.2M | 0.20% |
| 60 | SPDR SER TR | 78464A847 | 23,676 | $1.2M | 0.20% |
| 61 | ADVANCED MICRO DEVICES INC | AMD | 7,250 | $1.2M | 0.19% |
| 62 | BROADCOM INC | AVGO | 732 | $1.2M | 0.19% |
| 63 | NUSHARES ETF TR | NU | 30,366 | $1.1M | 0.19% |
| 64 | UBER TECHNOLOGIES INC | UBER | 15,415 | $1.1M | 0.18% |
| 65 | PROCTER AND GAMBLE CO | 742718109 | 6,575 | $1.1M | 0.18% |
| 66 | ISHARES TR | 464288323 | 19,818 | $1.1M | 0.17% |
| 67 | VANGUARD INDEX FDS | 922908512 | 6,950 | $1.0M | 0.17% |
| 68 | EXXON MOBIL CORP | XOM | 8,553 | $984,597 | 0.16% |
| 69 | VANGUARD MUN BD FDS | 922907746 | 19,231 | $963,665 | 0.16% |
| 70 | NUSHARES ETF TR | NU | 23,513 | $924,986 | 0.15% |
| 71 | ISHARES TR | 46436E759 | 13,270 | $894,793 | 0.15% |
| 72 | AMERICAN CENTY ETF TR | 025072299 | 15,941 | $885,289 | 0.15% |
| 73 | HOME DEPOT INC | HD | 2,557 | $880,357 | 0.14% |
| 74 | MICRON TECHNOLOGY INC | MU | 6,607 | $869,019 | 0.14% |
| 75 | TESLA INC | TSLA | 4,388 | $868,352 | 0.14% |
| 76 | NUSHARES ETF TR | NU | 20,422 | $853,827 | 0.14% |
| 77 | COSTCO WHSL CORP NEW | 22160K105 | 992 | $843,190 | 0.14% |
| 78 | ISHARES TR | 464288158 | 7,877 | $823,540 | 0.14% |
| 79 | JOHNSON & JOHNSON | JNJ | 5,600 | $818,565 | 0.13% |
| 80 | RBB FD INC | 74933W460 | 16,274 | $814,994 | 0.13% |
| 81 | ISHARES TR | 464287481 | 7,188 | $793,196 | 0.13% |
| 82 | ISHARES TR | 464287473 | 6,315 | $762,473 | 0.13% |
| 83 | ADOBE INC | ADBE | 1,359 | $754,979 | 0.12% |
| 84 | NUSHARES ETF TR | NU | 22,528 | $744,108 | 0.12% |
| 85 | SERVICENOW INC | NOW | 924 | $726,883 | 0.12% |
| 86 | ORACLE CORP | ORCL-PD | 5,059 | $714,343 | 0.12% |
| 87 | BLACKSTONE INC | BX | 5,236 | $648,217 | 0.11% |
| 88 | INVESCO EXCH TRD SLF IDX FD | IVZ | 30,662 | $645,741 | 0.11% |
| 89 | DIMENSIONAL ETF TRUST | 25434V815 | 22,360 | $643,521 | 0.11% |
| 90 | NETFLIX INC | NFLX | 921 | $621,340 | 0.10% |
| 91 | MERCK & CO INC | MRK | 4,804 | $594,759 | 0.10% |
| 92 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,208 | $585,591 | 0.10% |
| 93 | UNITED PARCEL SERVICE INC | UPS | 4,262 | $583,255 | 0.10% |
| 94 | EA SERIES TRUST | 02072L565 | 5,390 | $581,123 | 0.10% |
| 95 | WALMART INC | WMT | 8,505 | $575,895 | 0.09% |
| 96 | ISHARES TR | 464287234 | 13,509 | $575,348 | 0.09% |
| 97 | VANGUARD INDEX FDS | 922908538 | 2,443 | $560,815 | 0.09% |
| 98 | SCHWAB STRATEGIC TR | 808524409 | 7,347 | $544,297 | 0.09% |
| 99 | ISHARES TR | 464287226 | 5,575 | $541,171 | 0.09% |
| 100 | ABBVIE INC | ABBV | 3,134 | $537,587 | 0.09% |
| 101 | BANK AMERICA CORP | 060505104 | 13,265 | $527,545 | 0.09% |
| 102 | COCA COLA CO | KO | 8,171 | $520,071 | 0.09% |
| 103 | AIRBNB INC | ABNB | 3,398 | $515,239 | 0.08% |
| 104 | AIR PRODS & CHEMS INC | AIIR | 1,983 | $511,713 | 0.08% |
| 105 | CHEVRON CORP NEW | CVX | 3,263 | $510,381 | 0.08% |
| 106 | INTUITIVE SURGICAL INC | ISRG | 1,131 | $503,125 | 0.08% |
| 107 | VISA INC | V | 1,900 | $498,693 | 0.08% |
| 108 | DISNEY WALT CO | 254687106 | 4,943 | $490,779 | 0.08% |
| 109 | MCDONALDS CORP | MCD | 1,859 | $473,752 | 0.08% |
| 110 | QUALCOMM INC | QCOM | 2,352 | $468,486 | 0.08% |
| 111 | SALESFORCE INC | CRM | 1,810 | $465,351 | 0.08% |
| 112 | ISHARES TR | 464289438 | 2,126 | $456,070 | 0.07% |
| 113 | SCHWAB STRATEGIC TR | 808524102 | 7,240 | $455,202 | 0.07% |
| 114 | INVESCO EXCH TRD SLF IDX FD | IVZ | 21,472 | $439,093 | 0.07% |
| 115 | CSX CORP | CSX | 12,780 | $427,492 | 0.07% |
| 116 | PFIZER INC | PFE | 15,218 | $425,800 | 0.07% |
| 117 | GRAYSCALE BITCOIN TR BTC | GBTC | 7,642 | $406,860 | 0.07% |
| 118 | WASTE MGMT INC DEL | 94106L109 | 1,857 | $396,185 | 0.07% |
| 119 | VERTEX PHARMACEUTICALS INC | VRTX | 798 | $373,944 | 0.06% |
| 120 | GLACIER BANCORP INC NEW | GBCI | 9,915 | $370,028 | 0.06% |
| 121 | SPDR SER TR | 78464A763 | 2,856 | $363,226 | 0.06% |
| 122 | SCHWAB STRATEGIC TR | 808524730 | 12,273 | $362,913 | 0.06% |
| 123 | COMCAST CORP NEW | CCZ | 9,217 | $360,932 | 0.06% |
| 124 | WISDOMTREE TR | WT | 11,782 | $360,888 | 0.06% |
| 125 | PEPSICO INC | PEP | 2,095 | $345,609 | 0.06% |
| 126 | ISHARES TR | 464287689 | 1,106 | $341,389 | 0.06% |
| 127 | GOLDMAN SACHS GROUP INC | GSCE | 717 | $324,320 | 0.05% |
| 128 | ISHARES TR | 464287671 | 2,534 | $323,089 | 0.05% |
| 129 | CHIPOTLE MEXICAN GRILL INC | CMG | 5,148 | $322,522 | 0.05% |
| 130 | DUKE ENERGY CORP NEW | DUKB | 3,150 | $315,740 | 0.05% |
| 131 | NEXTERA ENERGY INC | NEE-PW | 4,370 | $309,440 | 0.05% |
| 132 | HONEYWELL INTL INC | 438516106 | 1,441 | $307,726 | 0.05% |
| 133 | LINDE PLC | LIN | 686 | $301,024 | 0.05% |
| 134 | AMERICAN EXPRESS CO | AXP | 1,282 | $296,847 | 0.05% |
| 135 | ISHARES TR | 464287721 | 1,972 | $296,786 | 0.05% |
| 136 | CONSOLIDATED EDISON INC | ED | 3,296 | $294,740 | 0.05% |
| 137 | ISHARES TR | 464287622 | 967 | $287,721 | 0.05% |
| 138 | GE AEROSPACE | 369604301 | 1,791 | $284,715 | 0.05% |
| 139 | INTERNATIONAL BUSINESS MACHS | INTR | 1,643 | $284,106 | 0.05% |
| 140 | VERIZON COMMUNICATIONS INC | VZ | 6,807 | $280,710 | 0.05% |
| 141 | RBB FD INC | 74933W486 | 5,701 | $273,334 | 0.04% |
| 142 | RBB FD INC | 74933W494 | 5,593 | $272,883 | 0.04% |
| 143 | CISCO SYS INC | CSCO | 5,669 | $269,348 | 0.04% |
| 144 | INTEL CORP | INTC | 8,574 | $265,537 | 0.04% |
| 145 | RAYMOND JAMES FINL INC | 754730109 | 2,098 | $259,334 | 0.04% |
| 146 | VANGUARD CHARLOTTE FDS | 92203J407 | 5,322 | $259,020 | 0.04% |
| 147 | EATON CORP PLC | ETN | 817 | $256,170 | 0.04% |
| 148 | GENERAL DYNAMICS CORP | GD | 880 | $255,323 | 0.04% |
| 149 | VANGUARD WHITEHALL FDS | 921946406 | 2,152 | $255,227 | 0.04% |
| 150 | ANALOG DEVICES INC | ADI | 1,092 | $249,260 | 0.04% |
| 151 | RTX CORPORATION | RTX | 2,461 | $247,071 | 0.04% |
| 152 | ISHARES TR | 46435G516 | 3,134 | $246,936 | 0.04% |
| 153 | THERMO FISHER SCIENTIFIC INC | TMO | 443 | $244,713 | 0.04% |
| 154 | DEXCOM INC | DXCM | 2,145 | $243,200 | 0.04% |
| 155 | WELLS FARGO CO NEW | 949746101 | 4,089 | $242,846 | 0.04% |
| 156 | AMPHENOL CORP NEW | 032095101 | 3,548 | $239,029 | 0.04% |
| 157 | APPLIED MATLS INC | 038222105 | 994 | $234,574 | 0.04% |
| 158 | GILEAD SCIENCES INC | GILD | 3,310 | $227,075 | 0.04% |
| 159 | CATERPILLAR INC | CAT | 680 | $226,617 | 0.04% |
| 160 | INTUIT | INTU | 344 | $226,080 | 0.04% |
| 161 | EMERSON ELEC CO | EMR | 2,045 | $225,277 | 0.04% |
| 162 | SELECT SECTOR SPDR TR | 81369Y506 | 2,471 | $225,268 | 0.04% |
| 163 | KENVUE INC | KVUE | 12,280 | $223,250 | 0.04% |
| 164 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 564 | $220,718 | 0.04% |
| 165 | ROCKWELL AUTOMATION INC | ROK | 796 | $219,123 | 0.04% |
| 166 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 709 | $219,031 | 0.04% |
| 167 | TRACTOR SUPPLY CO | TSCO | 811 | $218,970 | 0.04% |
| 168 | AT&T INC | T-PC | 11,421 | $218,261 | 0.04% |
| 169 | TJX COS INC NEW | 872540109 | 1,968 | $216,677 | 0.04% |
| 170 | ACCENTURE PLC IRELAND | ACN | 707 | $214,511 | 0.04% |
| 171 | BOEING CO | BA-PA | 1,177 | $214,292 | 0.04% |
| 172 | UNION PAC CORP | UNP | 946 | $214,053 | 0.04% |
| 173 | RBB FD INC | 74933W510 | 4,403 | $212,068 | 0.03% |
| 174 | SELECT SECTOR SPDR TR | 81369Y803 | 936 | $211,780 | 0.03% |
| 175 | ZOETIS INC | ZTS | 1,199 | $207,859 | 0.03% |
| 176 | PHILIP MORRIS INTL INC | 718172109 | 2,027 | $205,382 | 0.03% |
| 177 | ISHARES TR | 464287606 | 2,315 | $203,975 | 0.03% |
| 178 | PAYPAL HLDGS INC | PYPL | 2,867 | $166,372 | 0.03% |
| 179 | PAYPAL HLDGS INC | PYPL | 700 | $40,621 | 0.01% |