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Revolve Wealth Partners LLC Top Holdings
As of  06/30/2022, below is a summary of the Revolve Wealth Partners LLC top holdings by largest position size, as per the latest 13f filing made by Revolve Wealth Partners LLC. In the Revolve Wealth Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Revolve Wealth Partners LLC in that top holding, then the share count change between reporting periods, and finally the Revolve Wealth Partners LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
WISDOMTREE TR 547,373 +17,704 $32,350
     DLN547,373+17,704$32,350
SCHWAB STRATEGIC TR 535,493 +27,212 $23,915
     SCHX535,493+27,212$23,915
SCHWAB STRATEGIC TR 356,745 +27,610 $20,688
     SCHG356,745+27,610$20,688
EA SERIES TRUST 731,125 +66,485 $16,443
     IVAL731,125+66,485$16,443
SCHWAB STRATEGIC TR 422,733 +21,172 $13,295
     SCHF422,733+21,172$13,295
SCHWAB STRATEGIC TR 170,766 -5,205 $10,712
     SCHM170,766-5,205$10,712
SCHWAB STRATEGIC TR 270,575 +13,305 $10,550
     SCHA270,575+13,305$10,550
ISHARES TR (IVV) 25,843 -5 $9,798
     IVV25,843-5$9,798
SPDR SER TR (HYMB) 175,149 -21,364 $8,999
     HYMB175,149-21,364$8,999
APPLE INC      $8,433
     AAPL60,281-3,037$8,242
     Call1,400+1,400$191
VANECK ETF TRUST (HYD) 147,746 +48,651 $7,956
     HYD147,746+48,651$7,956
SPDR SER TR (TFI) 170,842 -81,496 $7,835
     TFI170,842-81,496$7,835
ISHARES TR (MUB) 72,817 +18,063 $7,745
     MUB72,817+18,063$7,745
ISHARES TR (IEFA) 124,513 +7,126 $7,328
     IEFA124,513+7,126$7,328
SCHWAB STRATEGIC TR 125,151 +9,739 $5,991
     SCHZ125,151+9,739$5,991
MICROSOFT CORP 20,371 +1,509 $5,232
     MSFT20,371+1,509$5,232
AMGEN INC 18,909 +74 $4,601
     AMGN18,909+74$4,601
AMAZON COM INC 38,340 +36,458 $4,072
     AMZN38,340+36,458$4,072
ISHARES TR (IJH) 17,707 +2,047 $4,006
     IJH17,707+2,047$4,006
ISHARES TR (IJR) 41,721 +1,362 $3,855
     IJR41,721+1,362$3,855
VANGUARD MUN BD FDS (VTEB) 73,039 +67,643 $3,646
     VTEB73,039+67,643$3,646
TESLA INC 5,400 +125 $3,636
     TSLA5,400+125$3,636
VANGUARD INDEX FDS (VO) 16,332 +2,770 $3,217
     VO16,332+2,770$3,217
ISHARES TR (EFG) 36,748 -5,066 $2,958
     EFG36,748-5,066$2,958
VANGUARD STAR FDS (VXUS) 55,016 +1,059 $2,839
     VXUS55,016+1,059$2,839
J P MORGAN EXCHANGE TRADED F (JMST) 47,959 -45,218 $2,429
     JMST47,959-45,218$2,429
UNITEDHEALTH GROUP INC 4,479 +136 $2,300
     UNH4,479+136$2,300
SPDR S&P 500 ETF TR (SPY) 6,037 +686 $2,278
     SPY6,037+686$2,278
VANGUARD TAX MANAGED INTL FD (VEA) 54,984 +2,029 $2,243
     VEA54,984+2,029$2,243
VANGUARD INDEX FDS (VB) 12,468 +1,885 $2,196
     VB12,468+1,885$2,196
ISHARES TR (IXUS) 37,219 -1,822 $2,123
     IXUS37,219-1,822$2,123
ISHARES TR (IWM) 12,373 +891 $2,095
     IWM12,373+891$2,095
INVESCO EXCH TRADED FD TR II (PHB) 116,875 +5,942 $1,969
     PHB116,875+5,942$1,969
VANGUARD INDEX FDS (VUG) 8,042 +3,189 $1,793
     VUG8,042+3,189$1,793
SPDR S&P MIDCAP 400 ETF TR (MDY) 4,239 +342 $1,753
     MDY4,239+342$1,753
ISHARES TR (IWF) 7,920 -263 $1,732
     IWF7,920-263$1,732
MASTERCARD INCORPORATED 5,134 +102 $1,620
     MA5,134+102$1,620
META PLATFORMS INC 9,675 +395 $1,560
     FB9,675+395$1,560
VANGUARD INDEX FDS (VOO) 4,491 +399 $1,558
     VOO4,491+399$1,558
INVESCO QQQ TR 5,455 -179 $1,529
     QQQ5,455-179$1,529
VISA INC      $1,493
     V8,281-1,734$1,631
     Put700UNCH$138
SCHWAB STRATEGIC TR 20,569 -1,051 $1,473
     SCHD20,569-1,051$1,473
JOHNSON & JOHNSON 7,985 +263 $1,417
     JNJ7,985+263$1,417
ISHARES TR (SUB) 11,791 +7,757 $1,234
     SUB11,791+7,757$1,234
BERKSHIRE HATHAWAY INC DEL      $1,130
     BRK.B4,139-123$1,130
VANGUARD INDEX FDS (VOE) 8,545 -1,045 $1,107
     VOE8,545-1,045$1,107
PFIZER INC 20,632 -1,144 $1,082
     PFE20,632-1,144$1,082
ISHARES TR (AGG) 10,469 -187 $1,065
     AGG10,469-187$1,065
ALPHABET INC 487 +18 $1,060
     GOOGL487+18$1,060
SPDR SER TR (SPMD) 26,215 -1,989 $1,040
     SPMD26,215-1,989$1,040

See Full List: All Stocks Held By Revolve Wealth Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Revolve Wealth Partners LLC

Size ($ in 1000's)
At 06/30/2022: $304,517
At 03/31/2022: $346,524

Revolve Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Revolve Wealth Partners LLC 13F filings. Link to 13F filings: SEC filings

Revolve Wealth Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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