Revolve Wealth Partners, LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$691.75M
13F filings
1
Latest filing
Mar 19, 2025

Top 10 holdings

VTI $108.34M
15.66% of AUM
IEFA $38.77M
5.60% of AUM
IVAL $30.12M
4.35% of AUM
HYMB $28.06M
4.06% of AUM
TBIL $25.04M
3.62% of AUM
QMOM $23.76M
3.43% of AUM
ITAN $22.07M
3.19% of AUM
SYLD $20.62M
2.98% of AUM
TFI $18.93M
2.74% of AUM
DLN $17.00M
2.46% of AUM

About this filer

FilingIQ has indexed 1 quarterly Form 13F filings from Revolve Wealth Partners, LLC. Reported assets under management total $691.75M.

View live Revolve Wealth Partners, LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Revolve Wealth Partners, LLC have under management?
Per Revolve Wealth Partners, LLC's most recent SEC Form 13F filing dated Mar 19, 2025, total assets under management are $691.75M. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Revolve Wealth Partners, LLC submitted?
FilingIQ has indexed 1 quarterly Form 13F filings from Revolve Wealth Partners, LLC. Filings are due 45 days after quarter-end.
Where does Revolve Wealth Partners, LLC's holdings data come from?
Every position shown on this page sources back to Revolve Wealth Partners, LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.