Portfolio (Quarterly)
Guide ↗
Revolve Wealth Partners, LLC
· CIK 0001808992| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | AVUS | AMERICAN CENTY ETF TR | — | 34,245.0 | $4.4M | 0.45% | NEW | — | $128.08 | +1.3% |
| 42 | V | VISA INC | Financial Services | 11,556.0 | $4.0M | 0.41% | NEW | — | $343.09 | +7.1% |
| 43 | VOO | VANGUARD INDEX FDS | — | 5,194.0 | $3.6M | 0.37% | NEW | — | $686.86 | +3.5% |
| 44 | — | BERKSHIRE HATHAWAY INC DEL | — | 7,113.0 | $3.6M | 0.37% | NEW | — | $500.37 | — |
| 45 | SCHM | SCHWAB STRATEGIC TR | — | 94,251.0 | $3.5M | 0.36% | NEW | — | $36.87 | -6.3% |
| 46 | VO | VANGUARD INDEX FDS | — | 39,478.0 | $3.2M | 0.33% | NEW | — | $80.57 | -0.7% |
| 47 | SCHA | SCHWAB STRATEGIC TR | — | 87,893.0 | $3.2M | 0.33% | NEW | — | $36.13 | -8.3% |
| 48 | QQQ | INVESCO QQQ TR | Financial Services | 4,254.0 | $3.1M | 0.33% | NEW | — | $736.40 | +1.1% |
| 49 | JNJ | JOHNSON & JOHNSON | Healthcare | 12,023.0 | $3.1M | 0.32% | NEW | — | $253.98 | +6.8% |
| 50 | BOXX | EA SERIES TRUST | — | 26,053.0 | $3.1M | 0.32% | NEW | — | $117.09 | +1.1% |
| 51 | SCHD | SCHWAB STRATEGIC TR | — | 94,514.0 | $3.0M | 0.31% | NEW | — | $31.71 | +4.7% |
| 52 | IWM | ISHARES TR | — | 9,701.0 | $2.9M | 0.30% | NEW | — | $300.45 | -6.1% |
| 53 | EFV | ISHARES TR | — | 37,314.0 | $2.9M | 0.30% | NEW | — | $76.55 | +5.6% |
| 54 | COMP | COMPASS INC | Technology | 229,678.0 | $2.8M | 0.29% | NEW | — | $12.33 | -23.9% |
| 55 | DFSI | DIMENSIONAL ETF TRUST | — | 61,850.0 | $2.8M | 0.29% | NEW | — | $45.10 | +2.0% |
| 56 | TSLA | TESLA INC | Consumer Cyclical | 6,324.0 | $2.7M | 0.28% | NEW | — | $420.60 | -11.5% |
| 57 | IJR | ISHARES TR | — | 17,635.0 | $2.6M | 0.27% | NEW | — | $148.31 | -6.8% |
| 58 | IXUS | ISHARES TR | — | 26,994.0 | $2.6M | 0.27% | NEW | — | $95.44 | +1.3% |
| 59 | MDY | STATE STR SPDR S&P MIDCAP 40 | Financial Services | 3,649.0 | $2.6M | 0.27% | NEW | — | $703.34 | -5.3% |
| 60 | — | EA SERIES TRUST | — | 44,451.0 | $2.5M | 0.26% | NEW | — | $56.92 | — |
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%