Data as of Q4 2025 (Dec 31, 2025)

Revolve Wealth Partners, LLC

โ€ขCIK: 1808992โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

BITW
BITWISE 10 CRYPTO INDEX ETF
NEW
0.3% of portfolio
AAEQ
EA SERIES TRUST
NEW
0.3% of portfolio
AVUS
AMERICAN CENTY ETF TR
NEW
0.2% of portfolio
TFI
SPDR SERIES TRUST
+4.9%
2.4% of portfolio
NFLX
NETFLIX INC
+864.6%
0.1% of portfolio

๐Ÿ“‰ Biggest Sells

VTI
VANGUARD INDEX FDS
-1.2%
15.2% of portfolio
IVV
ISHARES TR
-9.8%
1.4% of portfolio
TBIL
RBB FD INC
-4.9%
2.8% of portfolio
HYMB
SPDR SERIES TRUST
-4.1%
3.1% of portfolio
AAPL
APPLE INC
-5.3%
2.3% of portfolio

Sector Breakdown

Other82.0%
Technology8.3%
ETF2.5%
Consumer2.2%
Financial2.1%
Healthcare1.6%
Industrial0.3%
Communication0.3%

๐Ÿšช Exited Positionssold since Q3 2025

XBIL
RBB FD INC
SOLD
$390.9K
IWD
ISHARES TR
SOLD
$289.0K
ANET
ARISTA NETWORKS INC
SOLD
$281.1K
MLB1
MERCADOLIBRE INC
SOLD
$280.5K
VEEV
VEEVA SYS INC
SOLD
$276.8K
+33 more exited positions

Changes from Q3 2025

NEW6 new positions
โ†‘88 increased
โ†“92 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023