Revolve Wealth Partners, LLC
โขCIK: 1808992โขFiling: Q4 2025
**Revolve Wealth Partners, LLC** manages $851M across a diversified portfolio of 228 positions. The fund exhibits a notable allocation to core U.S. equity exposure, evidenced by the $129.5M holding in VTI. Significant international and thematic allocations include $52.2M in IEFA and $43.7M in IVAL. Top holdings further reveal tactical positioning across sectors, including $29.4M in ITAN and $28.0M in QMOM.
Total AUM
$850.7M
QoQ Performance
+2.1%
Positions
157
Top 10 Concentration
48.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
IEFA
IVAL
VTI15.2%
IEFA6.1%
IVAL5.1%
ITAN3.5%
QMOM3.3%
SYLD3.2%
HYMB3.1%
SCHF3.0%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other82.0%
Technology8.3%
ETF2.5%
Consumer2.2%
Financial2.1%
Healthcare1.6%
Industrial0.3%
Communication0.3%
๐ช Exited Positionssold since Q3 2025
+33 more exited positions
Changes from Q3 2025
NEW6 new positions
โ88 increased
โ92 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023