Revolve Wealth Partners, LLC

Q3 2025 13F-HR Holdings

Location
Hackensack, NJ
Holdings as of
9/30/2025
Date filed
10/14/2025
Form type
13F-HR
Num holdings
232
Total value ($000)
$833,517
Net value change ($000)
+63,964 (8.3%)
New positions
20
Sold out positions
14
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2025 Next filing: 1/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTI 8,977 7.5%
AAPL 5,082 36.4%
HYD 4,740 40.9%
IVAL 4,503 11.9%
SCHWAB STRATEGIC TRUST 3,177 15.2%
ITAN 2,696 10.8%
NVDA 2,488 20.9%
SYLD 2,415 10.1%
IEFA 2,226 4.6%
AAUS 2,088 NEW
Top Reduces (Value $000, Stocks/ETFs)
HYMB -1,722 -5.9%
BSCR -367 -100.0%
COWZ -315 -100.0%
CL -283 -12.6%
IWF -268 -9.4%
CMG -266 -100.0%
ISRG -258 -22.8%
BSCP -252 -100.0%
XBIL -246 -38.6%
CVNA -244 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type