Revolve Wealth Partners, LLC

Q4 2025 13F-HR Holdings

Location
Hackensack, NJ
Holdings as of
12/31/2025
Date filed
1/20/2026
Form type
13F-HR
Num holdings
228
Total value ($000)
$850,686
Net value change ($000)
+17,169 (2.1%)
New positions
10
Sold out positions
14
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: 4/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
BITW 2,835 NEW
AAEQ 2,615 NEW
AVUS 1,835 NEW
ITAN 1,597 5.8%
IVAL 1,491 3.5%
IEFA 1,469 2.9%
VTI 1,200 0.9%
GOOGL 1,187 27.2%
SCHWAB STRATEGIC TRUST 1,142 4.7%
IQDG 1,047 5.7%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,797 -12.1%
TBIL -1,317 -5.2%
HYMB -1,119 -4.1%
NVDA -1,077 -7.5%
IVV -995 -7.6%
HYD -920 -5.6%
CL -690 -35.3%
ORCL -605 -35.6%
META -489 -7.5%
SPY -472 -9.3%
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