$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | DIMENSIONAL ETF TRUSTus small cap val | $569,769 | – | 22,170 | +100.0% | 0.13% | – | |
| BILS | New | SPDR SER TRbloomberg 3-12 m | $261,679 | – | 2,631 | +100.0% | 0.06% | – |
| 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% | – |
| HON | New | HONEYWELL INTL INC | $230,132 | – | 1,109 | +100.0% | 0.05% | – |
| NOVT | New | NOVANTA INC | $224,970 | – | 1,222 | +100.0% | 0.05% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $217,431 | – | 2,305 | +100.0% | 0.05% | – |
| 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% | – | |
| 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% | – |
| 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% | – |
| New | FARADAY FUTRE INTLGT ELCTR I | $2,675 | – | 13,373 | +100.0% | 0.00% | – |
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.