$427 Million is the total value of Revolve Wealth Partners, LLC's 148 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 15.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $75,512,428 | +68.9% | 342,802 | +56.5% | 17.68% | +55.5% |
| IVAL | Buy | EA SERIES TRUSTintl quan value | $22,899,053 | +5.6% | 962,145 | +4.1% | 5.36% | -2.8% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $19,387,519 | +4.6% | 543,829 | +2.1% | 4.54% | -3.7% |
| DLN | Sell | WISDOMTREE TRus largecap divd | $15,073,116 | -32.3% | 236,999 | -34.2% | 3.53% | -37.7% |
| HYMB | Buy | SPDR SER TRnuveen bloomberg | $14,372,621 | +9.3% | 574,675 | +9.4% | 3.36% | +0.6% |
| QMOM | Buy | EA SERIES TRUSTus quan momentum | $13,855,996 | +61.2% | 298,222 | +56.4% | 3.24% | +48.4% |
| SYLD | Buy | CAMBRIA ETF TR | $13,804,662 | +63.4% | 225,677 | +56.8% | 3.23% | +50.4% |
| ITAN | Buy | EA SERIES TRUSTsparkline intang | $13,763,846 | +62.0% | 568,254 | +50.3% | 3.22% | +49.2% |
| AAPL | Buy | APPLE INC | $11,824,466 | +20.2% | 60,960 | +2.2% | 2.77% | +10.7% |
| TFI | Buy | SPDR SER TRnuveen blmbrg mu | $11,750,920 | +1.4% | 254,569 | +2.8% | 2.75% | -6.7% |
| MUB | Sell | ISHARES TRnational mun etf | $11,648,719 | -3.8% | 109,142 | -2.9% | 2.73% | -11.4% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $10,023,232 | -40.2% | 191,393 | -44.8% | 2.35% | -45.0% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $9,866,889 | +9.9% | 213,754 | +11.7% | 2.31% | +1.2% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $9,503,649 | -38.3% | 126,800 | -46.3% | 2.22% | -43.2% |
| EFG | Buy | ISHARES TReafe grwth etf | $9,208,813 | +15.1% | 96,518 | +13.0% | 2.16% | +5.9% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $8,889,854 | -4.4% | 19,945 | -11.8% | 2.08% | -11.9% |
| IEFA | Sell | ISHARES TRcore msci eafe | $8,844,092 | -2.5% | 131,024 | -3.4% | 2.07% | -10.2% |
| HYD | Sell | VANECK ETF TRUSThigh yld munietf | $8,821,699 | -2.6% | 171,829 | -1.8% | 2.06% | -10.3% |
| MSFT | Buy | MICROSOFT CORP | $7,528,994 | +23.3% | 22,109 | +4.3% | 1.76% | +13.5% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $5,511,560 | +36.8% | 71,016 | +30.5% | 1.29% | +26.0% |
| AMZN | Buy | AMAZON COM INC | $5,070,426 | +31.9% | 38,896 | +4.5% | 1.19% | +21.5% |
| TSLA | Sell | TESLA INC | $4,237,135 | +18.5% | 16,186 | -6.1% | 0.99% | +9.1% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $4,105,218 | -49.4% | 57,796 | -51.7% | 0.96% | -53.4% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $3,867,475 | +7.3% | 13,668 | -5.5% | 0.90% | -1.3% |
| AMGN | Buy | AMGEN INC | $3,837,838 | -7.9% | 17,286 | +0.3% | 0.90% | -15.3% |
| PHB | Buy | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $3,421,284 | +10.5% | 195,726 | +10.7% | 0.80% | +1.8% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $3,247,180 | +1.0% | 57,903 | -0.6% | 0.76% | -7.1% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $3,079,426 | -5.7% | 13,987 | -9.6% | 0.72% | -13.1% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $2,988,012 | -56.1% | 68,219 | -58.0% | 0.70% | -59.6% |
| NVDA | Buy | NVIDIA CORPORATION | $2,975,496 | +57.1% | 7,034 | +3.2% | 0.70% | +44.4% |
| IQDG | Sell | WISDOMTREE TRintl qulty div | $2,663,105 | +0.9% | 77,393 | -0.7% | 0.62% | -7.2% |
| EQIX | Sell | EQUINIX INC | $2,637,958 | +1.6% | 3,365 | -6.6% | 0.62% | -6.5% |
| FB | Buy | META PLATFORMS INCcl a | $2,599,473 | +36.0% | 9,058 | +0.5% | 0.61% | +25.1% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $2,494,774 | -1.8% | 54,023 | -3.9% | 0.58% | -9.6% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $2,388,718 | -15.1% | 23,971 | -17.6% | 0.56% | -21.8% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,264,613 | +5.3% | 4,712 | +3.5% | 0.53% | -3.1% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,209,221 | +4.3% | 4,984 | -3.7% | 0.52% | -3.9% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $2,165,185 | -5.7% | 10,886 | -10.1% | 0.51% | -13.2% |
| CL | Sell | COLGATE PALMOLIVE CO | $2,166,827 | -1.7% | 28,126 | -4.1% | 0.51% | -9.5% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $2,156,868 | -14.6% | 8,249 | -18.3% | 0.50% | -21.5% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $2,145,155 | +4.0% | 11,455 | -0.9% | 0.50% | -4.4% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $2,061,924 | +6.2% | 7,493 | -5.7% | 0.48% | -2.2% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $2,007,649 | -19.4% | 27,646 | -18.8% | 0.47% | -25.9% |
| IXUS | Buy | ISHARES TRcore msci total | $1,986,688 | +2.6% | 31,726 | +1.5% | 0.46% | -5.5% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,907,499 | +2.0% | 3,983 | -2.4% | 0.45% | -6.3% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,874,224 | +9.0% | 4,765 | +0.7% | 0.44% | +0.5% |
| VOO | Sell | VANGUARD INDEX FDS | $1,852,493 | +5.3% | 4,548 | -2.8% | 0.43% | -2.9% |
| V | Buy | VISA INC | $1,819,481 | +7.2% | 7,662 | +1.8% | 0.43% | -1.4% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $1,659,110 | -2.6% | 4,491 | -15.4% | 0.39% | -10.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,622,702 | +13.3% | 4,759 | +2.6% | 0.38% | +4.4% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,580,829 | +18.7% | 13,207 | +2.9% | 0.37% | +9.1% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $1,419,318 | -1.0% | 28,262 | -0.1% | 0.33% | -8.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,358,965 | +14.1% | 9,344 | +2.3% | 0.32% | +5.0% |
| EFV | Sell | ISHARES TReafe value etf | $1,326,176 | +0.1% | 27,098 | -0.8% | 0.31% | -8.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,273,590 | +12.7% | 7,694 | +5.5% | 0.30% | +3.8% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $1,100,749 | +2.5% | 23,987 | -1.9% | 0.26% | -5.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,056,310 | +29.2% | 8,732 | +11.1% | 0.25% | +18.8% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $1,018,925 | -5.1% | 7,363 | -8.1% | 0.24% | -12.5% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,001,749 | +1.3% | 6,602 | -0.7% | 0.23% | -6.8% |
| BSCN | INVESCO EXCH TRD SLF IDX FD | $872,461 | +0.4% | 41,212 | 0.0% | 0.20% | -7.7% | |
| SUB | ISHARES TRshrt nat mun etf | $819,523 | -0.6% | 7,877 | 0.0% | 0.19% | -8.6% | |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $809,727 | +13.8% | 7,108 | -2.1% | 0.19% | +5.0% |
| NYF | Buy | ISHARES TRnew york mun etf | $806,623 | +18.3% | 15,145 | +18.8% | 0.19% | +9.2% |
| NULG | Buy | NUSHARES ETF TRnuveen esg lrgcp | $795,556 | +20.3% | 12,788 | +7.8% | 0.19% | +10.7% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $759,878 | +18.9% | 9,028 | +10.2% | 0.18% | +9.2% |
| PFE | Buy | PFIZER INC | $747,942 | -4.7% | 20,391 | +6.0% | 0.18% | -12.5% |
| IWP | ISHARES TRrus md cp gr etf | $694,576 | +6.1% | 7,188 | 0.0% | 0.16% | -1.8% | |
| XOM | Sell | EXXON MOBIL CORP | $694,850 | -3.3% | 6,479 | -1.2% | 0.16% | -10.9% |
| IWS | ISHARES TRrus mdcp val etf | $673,978 | +3.4% | 6,136 | 0.0% | 0.16% | -4.8% | |
| UBER | Buy | UBER TECHNOLOGIES INC | $644,183 | +36.4% | 14,922 | +0.1% | 0.15% | +25.8% |
| BSCO | INVESCO EXCH TRD SLF IDX FD | $638,513 | -0.1% | 31,041 | 0.0% | 0.15% | -8.6% | |
| HD | Buy | HOME DEPOT INC | $603,545 | +19.5% | 1,943 | +13.5% | 0.14% | +10.2% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $595,101 | +32.4% | 1,217 | +4.4% | 0.14% | +21.9% |
| MCD | Buy | MCDONALDS CORP | $583,695 | +10.6% | 1,956 | +3.6% | 0.14% | +2.2% |
| New | DIMENSIONAL ETF TRUSTus small cap val | $569,769 | – | 22,170 | +100.0% | 0.13% | – | |
| NOW | Buy | SERVICENOW INC | $565,904 | +24.9% | 1,007 | +3.3% | 0.13% | +14.8% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $551,911 | +4.8% | 3,398 | -0.6% | 0.13% | -3.7% |
| LLY | Buy | LILLY ELI & CO | $543,548 | +56.4% | 1,159 | +14.5% | 0.13% | +44.3% |
| CVX | Buy | CHEVRON CORP NEW | $539,851 | +4.1% | 3,431 | +7.9% | 0.13% | -4.5% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $534,416 | -9.8% | 13,509 | -10.0% | 0.12% | -17.2% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $524,843 | -13.0% | 7,823 | -15.0% | 0.12% | -19.6% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $510,104 | +3.3% | 2,479 | -2.2% | 0.12% | -5.6% |
| AGG | Sell | ISHARES TRcore us aggbd et | $498,149 | -44.5% | 5,086 | -43.5% | 0.12% | -48.7% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $477,119 | +6.2% | 17,070 | +5.8% | 0.11% | -1.8% |
| AVGO | Buy | BROADCOM INC | $457,207 | +61.2% | 527 | +19.2% | 0.11% | +48.6% |
| BX | Sell | BLACKSTONE INC | $444,954 | +3.0% | 4,786 | -2.7% | 0.10% | -5.5% |
| KO | Sell | COCA COLA CO | $435,981 | -6.1% | 7,240 | -3.3% | 0.10% | -13.6% |
| NUMG | Buy | NUSHARES ETF TRnuveen esg midcp | $430,459 | +10.8% | 11,029 | +8.6% | 0.10% | +2.0% |
| BSCP | INVESCO EXCH TRD SLF IDX FD | $432,222 | -0.7% | 21,472 | 0.0% | 0.10% | -9.0% | |
| MRK | Buy | MERCK & CO INC | $428,462 | +12.5% | 3,713 | +3.7% | 0.10% | +3.1% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $426,501 | +18.5% | 5,848 | +16.7% | 0.10% | +8.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $421,552 | +17.3% | 783 | +8.3% | 0.10% | +8.8% |
| PEP | Buy | PEPSICO INC | $404,982 | +6.9% | 2,186 | +5.2% | 0.10% | -1.0% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $407,934 | +46.2% | 1,193 | +9.2% | 0.10% | +33.8% |
| MU | Buy | MICRON TECHNOLOGY INC | $400,622 | +8.3% | 6,348 | +3.5% | 0.09% | 0.0% |
| SHOP | Sell | SHOPIFY INCcl a | $387,148 | -3.7% | 5,993 | -28.5% | 0.09% | -10.8% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $387,658 | +9.3% | 7,498 | +1.1% | 0.09% | +1.1% |
| WMT | Buy | WALMART INC | $378,192 | +8.4% | 2,406 | +1.7% | 0.09% | 0.0% |
| ABBV | Sell | ABBVIE INC | $376,973 | -19.4% | 2,798 | -4.7% | 0.09% | -26.1% |
| CRM | Buy | SALESFORCE INC | $377,733 | +10.5% | 1,788 | +4.5% | 0.09% | +1.1% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $352,312 | +25.2% | 3,608 | +13.9% | 0.08% | +13.9% |
| SDY | SPDR SER TRs&p divid etf | $335,869 | -0.9% | 2,740 | 0.0% | 0.08% | -8.1% | |
| CMCSA | Buy | COMCAST CORP NEWcl a | $336,341 | +12.3% | 8,095 | +2.5% | 0.08% | +3.9% |
| IWY | ISHARES TRrus tp200 gr etf | $337,099 | +14.1% | 2,126 | 0.0% | 0.08% | +5.3% | |
| DUK | Buy | DUKE ENERGY CORP NEW | $333,309 | -6.7% | 3,714 | +0.3% | 0.08% | -14.3% |
| FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $328,548 | +2.8% | 12,273 | 0.0% | 0.08% | -4.9% | |
| NFLX | Buy | NETFLIX INC | $326,697 | +40.8% | 742 | +10.4% | 0.08% | +28.8% |
| DIS | Sell | DISNEY WALT CO | $326,576 | -13.4% | 3,658 | -2.9% | 0.08% | -20.8% |
| DXCM | Buy | DEXCOM INC | $314,335 | +16.2% | 2,446 | +5.1% | 0.07% | +7.2% |
| ED | Buy | CONSOLIDATED EDISON INC | $313,699 | +8.2% | 3,470 | +14.6% | 0.07% | -1.4% |
| NUMV | Buy | NUSHARES ETF TRnuveen esg midvl | $302,983 | +18.9% | 10,226 | +15.1% | 0.07% | +9.2% |
| DNL | Buy | WISDOMTREE TRglb us qtly div | $288,315 | +4.0% | 8,049 | +3.0% | 0.07% | -4.3% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $281,455 | +10.5% | 1,106 | +2.2% | 0.07% | +1.5% |
| BAC | Sell | BANK AMERICA CORP | $278,434 | -5.4% | 9,705 | -5.7% | 0.06% | -13.3% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $267,029 | +17.7% | 759 | +5.4% | 0.06% | +8.6% |
| NUSC | Buy | NUSHARES ETF TRnuveen esg smlcp | $263,982 | +23.7% | 7,137 | +18.4% | 0.06% | +14.8% |
| WM | Buy | WASTE MGMT INC DEL | $263,782 | +7.4% | 1,521 | +1.1% | 0.06% | 0.0% |
| BILS | New | SPDR SER TRbloomberg 3-12 m | $261,679 | – | 2,631 | +100.0% | 0.06% | – |
| CVS | Buy | CVS HEALTH CORP | $260,225 | +4.9% | 3,764 | +12.7% | 0.06% | -3.2% |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $261,308 | -21.8% | 5,346 | -21.7% | 0.06% | -28.2% |
| CSCO | Buy | CISCO SYS INC | $258,404 | -0.7% | 4,994 | +0.4% | 0.06% | -9.1% |
| GILD | Sell | GILEAD SCIENCES INC | $253,148 | -9.1% | 3,285 | -2.1% | 0.06% | -16.9% |
| EMR | Sell | EMERSON ELEC CO | $243,420 | +2.3% | 2,693 | -1.4% | 0.06% | -5.0% |
| ORCL | New | ORACLE CORP | $244,145 | – | 2,050 | +100.0% | 0.06% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $243,846 | – | 114 | +100.0% | 0.06% | – |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $242,051 | +15.2% | 3,785 | +24.9% | 0.06% | +7.5% |
| HE | Sell | HAWAIIAN ELEC INDUSTRIES | $239,970 | -6.2% | 6,629 | -0.5% | 0.06% | -13.8% |
| HON | New | HONEYWELL INTL INC | $230,132 | – | 1,109 | +100.0% | 0.05% | – |
| GS | Buy | GOLDMAN SACHS GROUP INC | $227,073 | +0.2% | 704 | +1.6% | 0.05% | -8.6% |
| VEEV | Sell | VEEVA SYS INC | $226,203 | +7.0% | 1,144 | -0.5% | 0.05% | -1.9% |
| NOVT | New | NOVANTA INC | $224,970 | – | 1,222 | +100.0% | 0.05% | – |
| PLD | Buy | PROLOGIS INC. | $220,121 | -1.4% | 1,795 | +0.3% | 0.05% | -8.8% |
| EW | New | EDWARDS LIFESCIENCES CORP | $217,431 | – | 2,305 | +100.0% | 0.05% | – |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $219,406 | -17.5% | 421 | -8.9% | 0.05% | -25.0% |
| IYW | New | ISHARES TRu.s. tech etf | $214,692 | – | 1,972 | +100.0% | 0.05% | – |
| New | LINDE PLC | $211,499 | – | 555 | +100.0% | 0.05% | – | |
| TSCO | Sell | TRACTOR SUPPLY CO | $209,603 | -6.9% | 948 | -1.0% | 0.05% | -14.0% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $207,838 | -1.9% | 2,561 | +0.1% | 0.05% | -9.3% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $209,783 | -63.0% | 2,886 | -62.5% | 0.05% | -66.0% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $204,459 | -69.4% | 1,366 | -70.5% | 0.05% | -71.8% |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $205,582 | – | 1,919 | +100.0% | 0.05% | – |
| NEE | New | NEXTERA ENERGY INC | $205,163 | – | 2,765 | +100.0% | 0.05% | – |
| PYPL | Sell | PAYPAL HLDGS INC | $204,127 | -16.1% | 3,059 | -4.5% | 0.05% | -22.6% |
| ZTS | New | ZOETIS INCcl a | $203,552 | – | 1,182 | +100.0% | 0.05% | – |
| ACN | New | ACCENTURE PLC IRELAND | $202,737 | – | 657 | +100.0% | 0.05% | – |
| V | VISA INCput | $166,236 | +5.3% | 700 | 0.0% | 0.04% | -2.5% | |
| PYPL | PAYPAL HLDGS INCput | $46,711 | -12.1% | 700 | 0.0% | 0.01% | -21.4% | |
| New | FARADAY FUTRE INTLGT ELCTR I | $2,675 | – | 13,373 | +100.0% | 0.00% | – | |
| Exit | EXELA TECHNOLOGIES INC | $0 | – | -10,926 | -100.0% | 0.00% | – | |
| GTE | Exit | GRAN TIERRA ENERGY INC | $0 | – | -10,785 | -100.0% | -0.00% | – |
| MELI | Exit | MERCADOLIBRE INC | $0 | – | -153 | -100.0% | -0.05% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -5,645 | -100.0% | -0.06% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -10,752 | -100.0% | -0.07% | – |
| ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -8,294 | -100.0% | -0.08% | – |
| BSJN | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -16,347 | -100.0% | -0.10% | – |
| JMST | Exit | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $0 | – | -18,948 | -100.0% | -0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-20
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.