Revolve Wealth Partners, LLC - Portfolio overview

Revolve Wealth Partners, LLC has 252 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 14.59%
2. IEFA - ISHARES TR, 6.05%
3. IVAL - EA SERIES TRUST, 5.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.