$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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% | |
| IWP | ISHARES TRrus md cp gr etf | $694,576 | +6.1% | 7,188 | 0.0% | 0.16% | -1.8% | |
| IWS | ISHARES TRrus mdcp val etf | $673,978 | +3.4% | 6,136 | 0.0% | 0.16% | -4.8% | |
| BSCO | INVESCO EXCH TRD SLF IDX FD | $638,513 | -0.1% | 31,041 | 0.0% | 0.15% | -8.6% | |
| BSCP | INVESCO EXCH TRD SLF IDX FD | $432,222 | -0.7% | 21,472 | 0.0% | 0.10% | -9.0% | |
| SDY | SPDR SER TRs&p divid etf | $335,869 | -0.9% | 2,740 | 0.0% | 0.08% | -8.1% | |
| IWY | ISHARES TRrus tp200 gr etf | $337,099 | +14.1% | 2,126 | 0.0% | 0.08% | +5.3% | |
| FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $328,548 | +2.8% | 12,273 | 0.0% | 0.08% | -4.9% | |
| 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% |
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.