13F HOLDINGS REPORT
Revolve Wealth Partners, LLC
Quarter ended Q3 2024 · Filed October 18, 2024 · Accession 0001808992-24-000004
Total Value
$656.5M
Positions
193
Other Managers
0
Confidential Omitted
No
Holdings (193)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 373,133 | $105.7M | 16.09% |
| 2 | ISHARES TR | 46432F842 | 531,727 | $41.5M | 6.32% |
| 3 | EA SERIES TRUST | 02072L201 | 1,230,608 | $31.7M | 4.83% |
| 4 | SPDR SER TR | 78464A284 | 1,047,298 | $27.5M | 4.19% |
| 5 | RBB FD INC | 74933W452 | 480,576 | $24.0M | 3.66% |
| 6 | EA SERIES TRUST | 02072L409 | 370,792 | $23.8M | 3.63% |
| 7 | EA SERIES TRUST | 02072L771 | 700,279 | $21.2M | 3.23% |
| 8 | CAMBRIA ETF TR | 132061201 | 291,062 | $21.1M | 3.21% |
| 9 | SPDR SER TR | 78468R721 | 411,400 | $19.3M | 2.93% |
| 10 | SCHWAB STRATEGIC TR | 808524805 | 424,880 | $17.5M | 2.66% |
| 11 | WISDOMTREE TR | WT | 220,005 | $17.3M | 2.63% |
| 12 | SCHWAB STRATEGIC TR | 808524839 | 342,877 | $16.3M | 2.48% |
| 13 | APPLE INC | AAPL | 64,162 | $14.9M | 2.28% |
| 14 | WISDOMTREE TR | WT | 359,706 | $14.1M | 2.15% |
| 15 | SCHWAB STRATEGIC TR | 808524300 | 121,935 | $12.7M | 1.94% |
| 16 | ISHARES TR | 464288414 | 112,204 | $12.2M | 1.86% |
| 17 | MICROSOFT CORP | MSFT | 26,175 | $11.3M | 1.72% |
| 18 | ISHARES TR | 464287200 | 18,346 | $10.6M | 1.61% |
| 19 | AMERICAN CENTY ETF TR | 025072877 | 106,527 | $10.2M | 1.56% |
| 20 | SCHWAB STRATEGIC TR | 808524201 | 147,533 | $10.0M | 1.52% |
| 21 | VANECK ETF TRUST | 92189H409 | 180,309 | $9.6M | 1.46% |
| 22 | NVIDIA CORPORATION | NVDA | 75,199 | $9.1M | 1.39% |
| 23 | INVESCO EXCH TRADED FD TR II | IVZ | 298,259 | $5.5M | 0.84% |
| 24 | AMGEN INC | AMGN | 16,673 | $5.4M | 0.82% |
| 25 | VANGUARD INDEX FDS | 922908736 | 13,940 | $5.4M | 0.82% |
| 26 | META PLATFORMS INC | META | 8,581 | $4.9M | 0.75% |
| 27 | ISHARES TR | 464288885 | 44,939 | $4.8M | 0.74% |
| 28 | AMAZON COM INC | AMZN | 24,059 | $4.5M | 0.68% |
| 29 | VANGUARD TAX-MANAGED FDS | 921943858 | 83,832 | $4.4M | 0.67% |
| 30 | VANGUARD STAR FDS | 921909768 | 63,103 | $4.1M | 0.62% |
| 31 | SPDR S&P 500 ETF TR | SPY | 6,349 | $3.6M | 0.55% |
| 32 | SCHWAB STRATEGIC TR | 808524508 | 39,059 | $3.2M | 0.49% |
| 33 | VANGUARD INDEX FDS | 922908629 | 10,959 | $2.9M | 0.44% |
| 34 | COLGATE PALMOLIVE CO | CL | 25,786 | $2.7M | 0.41% |
| 35 | JPMORGAN CHASE & CO. | VYLD | 12,481 | $2.6M | 0.40% |
| 36 | SCHWAB STRATEGIC TR | 808524607 | 48,980 | $2.5M | 0.38% |
| 37 | INVESCO QQQ TR | IVZ | 5,081 | $2.5M | 0.38% |
| 38 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,387 | $2.5M | 0.38% |
| 39 | VANGUARD INDEX FDS | 922908363 | 4,659 | $2.5M | 0.37% |
| 40 | UNITEDHEALTH GROUP INC | UNH | 4,195 | $2.5M | 0.37% |
| 41 | VISA INC | V | 8,894 | $2.4M | 0.37% |
| 42 | ALPHABET INC | GOOG | 14,424 | $2.4M | 0.36% |
| 43 | ISHARES TR | 464287655 | 10,802 | $2.4M | 0.36% |
| 44 | ISHARES TR | 464287804 | 20,275 | $2.4M | 0.36% |
| 45 | ISHARES TR | 464287614 | 6,294 | $2.4M | 0.36% |
| 46 | SPDR S&P MIDCAP 400 ETF TR | MDY | 4,033 | $2.3M | 0.35% |
| 47 | SCHWAB STRATEGIC TR | 808524797 | 24,989 | $2.1M | 0.32% |
| 48 | ISHARES TR | 46432F834 | 28,302 | $2.1M | 0.31% |
| 49 | ISHARES TR | 464287507 | 32,884 | $2.0M | 0.31% |
| 50 | MASTERCARD INCORPORATED | MA | 4,086 | $2.0M | 0.31% |
| 51 | DIMENSIONAL ETF TRUST | 25434V690 | 53,511 | $1.9M | 0.29% |
| 52 | VANGUARD INDEX FDS | 922908751 | 8,021 | $1.9M | 0.29% |
| 53 | NUSHARES ETF TR | NU | 22,885 | $1.9M | 0.29% |
| 54 | ALPHABET INC | GOOG | 10,954 | $1.8M | 0.28% |
| 55 | ISHARES TR | 464288570 | 16,549 | $1.8M | 0.27% |
| 56 | JOHNSON & JOHNSON | JNJ | 10,440 | $1.7M | 0.26% |
| 57 | ISHARES TR | 464288877 | 27,398 | $1.6M | 0.24% |
| 58 | UNITEDHEALTH GROUP INC | UNH | 2,500 | $1.5M | 0.22% |
| 59 | SHOPIFY INC | SHOP | 17,347 | $1.4M | 0.21% |
| 60 | NUSHARES ETF TR | NU | 33,232 | $1.4M | 0.21% |
| 61 | ADVANCED MICRO DEVICES INC | AMD | 8,049 | $1.3M | 0.20% |
| 62 | ELI LILLY & CO | LLY | 1,431 | $1.3M | 0.19% |
| 63 | BROADCOM INC | AVGO | 7,241 | $1.2M | 0.19% |
| 64 | PROCTER AND GAMBLE CO | 742718109 | 7,053 | $1.2M | 0.19% |
| 65 | EA SERIES TRUST | 02072L565 | 11,177 | $1.2M | 0.19% |
| 66 | VANGUARD INDEX FDS | 922908512 | 7,250 | $1.2M | 0.19% |
| 67 | ISHARES TR | 464288323 | 21,782 | $1.2M | 0.18% |
| 68 | TESLA INC | TSLA | 4,386 | $1.1M | 0.17% |
| 69 | NUSHARES ETF TR | NU | 26,210 | $1.1M | 0.17% |
| 70 | RBB FD INC | 74933W460 | 21,928 | $1.1M | 0.17% |
| 71 | AMERICAN CENTY ETF TR | 025072299 | 17,443 | $1.1M | 0.16% |
| 72 | EXXON MOBIL CORP | XOM | 8,975 | $1.1M | 0.16% |
| 73 | ISHARES TR | 46436E759 | 14,529 | $1.0M | 0.16% |
| 74 | BLACKSTONE INC | BX | 6,626 | $1.0M | 0.15% |
| 75 | HOME DEPOT INC | HD | 2,497 | $1.0M | 0.15% |
| 76 | VANGUARD MUN BD FDS | 922907746 | 19,785 | $1.0M | 0.15% |
| 77 | NUSHARES ETF TR | NU | 21,919 | $982,413 | 0.15% |
| 78 | VANGUARD SPECIALIZED FUNDS | 921908844 | 4,489 | $889,159 | 0.14% |
| 79 | NUSHARES ETF TR | NU | 24,056 | $886,228 | 0.13% |
| 80 | COSTCO WHSL CORP NEW | 22160K105 | 993 | $880,314 | 0.13% |
| 81 | ORACLE CORP | ORCL-PD | 5,014 | $854,400 | 0.13% |
| 82 | ISHARES TR | 464287481 | 7,188 | $843,081 | 0.13% |
| 83 | ISHARES TR | 464287473 | 6,315 | $835,159 | 0.13% |
| 84 | ABBVIE INC | ABBV | 4,215 | $832,428 | 0.13% |
| 85 | ISHARES TR | 464288158 | 7,827 | $831,149 | 0.13% |
| 86 | SERVICENOW INC | NOW | 847 | $757,548 | 0.12% |
| 87 | UNION PAC CORP | UNP | 2,972 | $732,550 | 0.11% |
| 88 | UBER TECHNOLOGIES INC | UBER | 9,434 | $709,059 | 0.11% |
| 89 | AMERICAN EXPRESS CO | AXP | 2,589 | $702,137 | 0.11% |
| 90 | ADOBE INC | ADBE | 1,342 | $694,861 | 0.11% |
| 91 | DIMENSIONAL ETF TRUST | 25434V815 | 22,360 | $688,688 | 0.10% |
| 92 | MICRON TECHNOLOGY INC | MU | 6,607 | $685,212 | 0.10% |
| 93 | VANGUARD INDEX FDS | 922908538 | 2,779 | $676,515 | 0.10% |
| 94 | WALMART INC | WMT | 8,364 | $675,419 | 0.10% |
| 95 | BANK AMERICA CORP | 060505104 | 15,944 | $632,654 | 0.10% |
| 96 | CHEVRON CORP NEW | CVX | 4,239 | $624,262 | 0.10% |
| 97 | NETFLIX INC | NFLX | 879 | $623,448 | 0.09% |
| 98 | HONEYWELL INTL INC | 438516106 | 3,015 | $623,245 | 0.09% |
| 99 | ISHARES TR | 464287234 | 13,509 | $619,523 | 0.09% |
| 100 | ISHARES TR | 464287226 | 6,083 | $616,021 | 0.09% |
| 101 | COCA COLA CO | KO | 8,502 | $610,939 | 0.09% |
| 102 | RBB FD INC | 74933W478 | 12,084 | $607,388 | 0.09% |
| 103 | SPDR SER TR | 78464A847 | 10,986 | $600,738 | 0.09% |
| 104 | AIR PRODS & CHEMS INC | AIIR | 2,000 | $595,480 | 0.09% |
| 105 | UNITED PARCEL SERVICE INC | UPS | 4,347 | $592,670 | 0.09% |
| 106 | MCDONALDS CORP | MCD | 1,890 | $575,529 | 0.09% |
| 107 | DISNEY WALT CO | 254687106 | 5,946 | $571,956 | 0.09% |
| 108 | RTX CORPORATION | RTX | 4,714 | $571,161 | 0.09% |
| 109 | INTERNATIONAL BUSINESS MACHS | INTR | 2,568 | $567,669 | 0.09% |
| 110 | SCHWAB STRATEGIC TR | 808524409 | 6,954 | $558,867 | 0.09% |
| 111 | CSX CORP | CSX | 16,114 | $556,417 | 0.08% |
| 112 | INTUITIVE SURGICAL INC | ISRG | 1,130 | $555,135 | 0.08% |
| 113 | MERCK & CO INC | MRK | 4,798 | $544,910 | 0.08% |
| 114 | DANAHER CORPORATION | 235851102 | 1,946 | $541,027 | 0.08% |
| 115 | VISA INC | V | 1,900 | $522,405 | 0.08% |
| 116 | ONEOK INC NEW | OKE | 5,624 | $512,515 | 0.08% |
| 117 | ANALOG DEVICES INC | ADI | 2,172 | $499,929 | 0.08% |
| 118 | PFIZER INC | PFE | 16,679 | $482,690 | 0.07% |
| 119 | SCHWAB STRATEGIC TR | 808524102 | 7,231 | $481,009 | 0.07% |
| 120 | IDEXX LABS INC | 45168D104 | 927 | $468,339 | 0.07% |
| 121 | INVESCO EXCH TRD SLF IDX FD | IVZ | 22,165 | $468,125 | 0.07% |
| 122 | ISHARES TR | 464289438 | 2,126 | $467,826 | 0.07% |
| 123 | DEXCOM INC | DXCM | 6,640 | $445,146 | 0.07% |
| 124 | SALESFORCE INC | CRM | 1,622 | $443,958 | 0.07% |
| 125 | METTLER TOLEDO INTERNATIONAL | MTD | 281 | $421,416 | 0.06% |
| 126 | AIRBNB INC | ABNB | 3,274 | $415,176 | 0.06% |
| 127 | GOLDMAN SACHS GROUP INC | GSCE | 830 | $410,948 | 0.06% |
| 128 | GE AEROSPACE | 369604301 | 2,101 | $396,207 | 0.06% |
| 129 | GRAYSCALE BITCOIN TR BTC | GBTC | 7,712 | $389,456 | 0.06% |
| 130 | NEXTERA ENERGY INC | NEE-PW | 4,556 | $385,119 | 0.06% |
| 131 | WASTE MGMT INC DEL | 94106L109 | 1,842 | $382,411 | 0.06% |
| 132 | COMCAST CORP NEW | CCZ | 9,117 | $380,811 | 0.06% |
| 133 | DUKE ENERGY CORP NEW | DUKB | 3,275 | $377,626 | 0.06% |
| 134 | QUALCOMM INC | QCOM | 2,202 | $374,463 | 0.06% |
| 135 | AMERIPRISE FINL INC | 03076C106 | 790 | $371,150 | 0.06% |
| 136 | INSULET CORP | PODD | 1,579 | $367,512 | 0.06% |
| 137 | VERTEX PHARMACEUTICALS INC | VRTX | 787 | $366,018 | 0.06% |
| 138 | ABBOTT LABS | ABLZF | 3,172 | $361,640 | 0.06% |
| 139 | ISHARES TR | 464287689 | 1,106 | $361,363 | 0.06% |
| 140 | CISCO SYS INC | CSCO | 6,682 | $355,631 | 0.05% |
| 141 | AMPHENOL CORP NEW | 032095101 | 5,373 | $350,105 | 0.05% |
| 142 | PEPSICO INC | PEP | 2,041 | $347,156 | 0.05% |
| 143 | VERIZON COMMUNICATIONS INC | VZ | 7,638 | $343,011 | 0.05% |
| 144 | CONSOLIDATED EDISON INC | ED | 3,280 | $341,560 | 0.05% |
| 145 | AT&T INC | T-PC | 15,473 | $340,411 | 0.05% |
| 146 | WISDOMTREE TR | WT | 10,164 | $335,725 | 0.05% |
| 147 | ISHARES TR | 464287671 | 2,534 | $334,317 | 0.05% |
| 148 | LINDE PLC | LIN | 681 | $324,742 | 0.05% |
| 149 | ACCENTURE PLC IRELAND | ACN | 891 | $314,951 | 0.05% |
| 150 | ISHARES TR | 464287622 | 967 | $304,015 | 0.05% |
| 151 | 3M CO | MMM | 2,223 | $303,910 | 0.05% |
| 152 | ISHARES TR | 464287721 | 1,972 | $298,995 | 0.05% |
| 153 | INVESCO EXCH TRD SLF IDX FD | IVZ | 14,165 | $292,507 | 0.04% |
| 154 | THERMO FISHER SCIENTIFIC INC | TMO | 471 | $291,049 | 0.04% |
| 155 | LOCKHEED MARTIN CORP | LMT | 493 | $288,262 | 0.04% |
| 156 | RBB FD INC | 74933W494 | 5,593 | $279,433 | 0.04% |
| 157 | RBB FD INC | 74933W486 | 5,701 | $277,952 | 0.04% |
| 158 | VANGUARD WHITEHALL FDS | 921946406 | 2,152 | $275,886 | 0.04% |
| 159 | VANGUARD INDEX FDS | 922908637 | 1,038 | $273,295 | 0.04% |
| 160 | GILEAD SCIENCES INC | GILD | 3,254 | $272,821 | 0.04% |
| 161 | NOVO-NORDISK A S | NONOF | 2,290 | $272,670 | 0.04% |
| 162 | VANGUARD CHARLOTTE FDS | 92203J407 | 5,330 | $268,013 | 0.04% |
| 163 | BLACKROCK INC | BLK | 282 | $267,787 | 0.04% |
| 164 | KENVUE INC | KVUE | 11,553 | $267,221 | 0.04% |
| 165 | CHIPOTLE MEXICAN GRILL INC | CMG | 4,590 | $264,476 | 0.04% |
| 166 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 710 | $262,927 | 0.04% |
| 167 | SOUTHERN CO | SOMN | 2,879 | $259,632 | 0.04% |
| 168 | ISHARES TR | 46435G516 | 3,065 | $258,023 | 0.04% |
| 169 | EATON CORP PLC | ETN | 777 | $257,529 | 0.04% |
| 170 | RAYMOND JAMES FINL INC | 754730109 | 2,102 | $257,411 | 0.04% |
| 171 | GENERAL DYNAMICS CORP | GD | 840 | $253,848 | 0.04% |
| 172 | CATERPILLAR INC | CAT | 637 | $249,271 | 0.04% |
| 173 | WELLS FARGO CO NEW | 949746101 | 4,391 | $248,048 | 0.04% |
| 174 | VANGUARD INDEX FDS | 922908744 | 1,402 | $244,720 | 0.04% |
| 175 | PHILIP MORRIS INTL INC | 718172109 | 2,006 | $243,512 | 0.04% |
| 176 | ZOETIS INC | ZTS | 1,233 | $240,904 | 0.04% |
| 177 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 566 | $239,295 | 0.04% |
| 178 | S&P GLOBAL INC | SPGI | 463 | $239,195 | 0.04% |
| 179 | EMERSON ELEC CO | EMR | 2,176 | $237,989 | 0.04% |
| 180 | MERCADOLIBRE INC | MELI | 113 | $231,871 | 0.04% |
| 181 | TJX COS INC NEW | 872540109 | 1,937 | $227,675 | 0.03% |
| 182 | LENNAR CORP | LEN-B | 1,212 | $227,226 | 0.03% |
| 183 | LOWES COS INC | 548661107 | 819 | $221,826 | 0.03% |
| 184 | RBB FD INC | 74933W510 | 4,403 | $218,945 | 0.03% |
| 185 | NOVANTA INC | NOVTU | 1,221 | $218,461 | 0.03% |
| 186 | TRACTOR SUPPLY CO | TSCO | 742 | $215,870 | 0.03% |
| 187 | ROCKWELL AUTOMATION INC | ROK | 799 | $214,500 | 0.03% |
| 188 | ISHARES TR | 464287705 | 1,712 | $211,637 | 0.03% |
| 189 | ISHARES TR | 464287606 | 2,291 | $210,612 | 0.03% |
| 190 | TEXAS INSTRS INC | 882508104 | 1,015 | $209,669 | 0.03% |
| 191 | VANGUARD BD INDEX FDS | 921937835 | 2,768 | $207,924 | 0.03% |
| 192 | INTUIT | INTU | 331 | $205,551 | 0.03% |
| 193 | VANGUARD INDEX FDS | 922908553 | 2,067 | $201,367 | 0.03% |