$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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 |
|---|---|---|---|
| VANGUARD INDEX FDS | 11 | Q2 2024 | 17.7% |
| WISDOMTREE TR | 11 | Q2 2024 | 10.6% |
| EA SERIES TRUST | 11 | Q2 2024 | 5.5% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 8.3% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 7.3% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 4.7% |
| SPDR SER TR | 11 | Q2 2024 | 4.1% |
| ISHARES TR | 11 | Q2 2024 | 6.4% |
| SPDR SER TR | 11 | Q2 2024 | 3.8% |
| APPLE INC | 11 | Q2 2024 | 3.2% |
View Revolve Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-19 |
| 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 |
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.