Portfolio (Quarterly)
Guide ↗
Revolve Wealth Partners, LLC
· CIK 0001808992| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | SCHX | SCHWAB STRATEGIC TR | — | 412,375.0 | $12.1M | 1.26% | NEW | — | $29.43 | +3.2% |
| 22 | MSFT | MICROSOFT CORP | Technology | 26,190.0 | $9.8M | 1.01% | NEW | — | $373.01 | +38.4% |
| 23 | TBIL | RBB FD INC | — | 194,142.0 | $9.7M | 1.00% | NEW | — | $49.86 | +0.2% |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | — | 130,065.0 | $9.3M | 0.96% | NEW | — | $71.25 | +0.8% |
| 25 | VUG | VANGUARD INDEX FDS | — | 89,754.0 | $7.7M | 0.80% | NEW | — | $86.14 | +5.6% |
| 26 | GOOGL | ALPHABET INC | Communication Services | 18,709.0 | $6.7M | 0.69% | NEW | — | $357.37 | -3.8% |
| 27 | AMZN | AMAZON COM INC | Consumer Cyclical | 27,651.0 | $6.6M | 0.68% | NEW | — | $238.34 | +4.8% |
| 28 | DFAU | DIMENSIONAL ETF TRUST | — | 122,778.0 | $6.3M | 0.66% | NEW | — | $51.69 | +2.5% |
| 29 | EFG | ISHARES TR | — | 50,284.0 | $6.3M | 0.65% | NEW | — | $124.42 | -2.8% |
| 30 | IFLN | INVESCO EXCH TRADED FD TR II | — | 320,350.0 | $5.9M | 0.61% | NEW | — | $18.29 | -3.6% |
| 31 | META | META PLATFORMS INC | Communication Services | 10,259.0 | $5.8M | 0.60% | NEW | — | $563.30 | +33.4% |
| 32 | MU | MICRON TECHNOLOGY INC | Technology | 4,685.0 | $5.4M | 0.56% | NEW | — | $1154.30 | -6.2% |
| 33 | JMST | J P MORGAN EXCHANGE TRADED F | — | 105,003.0 | $5.4M | 0.56% | NEW | — | $51.00 | -0.8% |
| 34 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 7,148.0 | $5.3M | 0.55% | NEW | — | $746.75 | +3.3% |
| 35 | VXUS | VANGUARD STAR FDS | — | 59,570.0 | $5.1M | 0.53% | NEW | — | $85.49 | +1.0% |
| 36 | AVGO | BROADCOM INC | Technology | 13,415.0 | $5.1M | 0.53% | NEW | — | $377.74 | -6.6% |
| 37 | AMD | ADVANCED MICRO DEVICES INC | Technology | 8,193.0 | $4.8M | 0.49% | NEW | — | $580.92 | +8.6% |
| 38 | GOOG | ALPHABET INC | — | 13,423.0 | $4.7M | 0.49% | NEW | — | $353.33 | — |
| 39 | AMGN | AMGEN INC | Healthcare | 12,937.0 | $4.7M | 0.48% | NEW | — | $362.11 | +14.5% |
| 40 | JPM | JPMORGAN CHASE & CO | Financial Services | 13,585.0 | $4.4M | 0.46% | NEW | — | $327.33 | +4.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
38.1%
Financial Services
17.0%
Healthcare
10.1%
Consumer Cyclical
8.8%
Industrials
8.6%
Communication Services
6.5%
Consumer Defensive
4.2%
Energy
2.8%
Utilities
1.8%
Basic Materials
1.2%