$299 Million is the total value of Revolve Wealth Partners, LLC's 132 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWP | ISHARES TRrus md cp gr etf | $597,000 | -1.0% | 7,615 | 0.0% | 0.20% | +0.5% | |
| EEM | ISHARES TRmsci emg mkt etf | $473,000 | -13.1% | 13,566 | 0.0% | 0.16% | -11.7% | |
| SDY | SPDR SER TRs&p divid etf | $306,000 | -5.8% | 2,740 | 0.0% | 0.10% | -4.7% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $229,000 | -2.6% | 3,085 | 0.0% | 0.08% | 0.0% | |
| V | VISA INCput | $124,000 | -10.1% | 700 | 0.0% | 0.04% | -8.9% | |
| GTE | GRAN TIERRA ENERGY INC | $13,000 | +8.3% | 10,785 | 0.0% | 0.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WISDOMTREE TR | 8 | Q3 2023 | 10.6% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 17.7% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 8.3% |
| EA SERIES TRUST | 8 | Q3 2023 | 5.5% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 7.3% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 4.7% |
| SPDR SER TR | 8 | Q3 2023 | 4.0% |
| SPDR SER TR | 8 | Q3 2023 | 3.8% |
| ISHARES TR | 8 | Q3 2023 | 3.6% |
| APPLE INC | 8 | Q3 2023 | 3.2% |
View Revolve Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-02-04 |
View Revolve Wealth Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.