Revolve Wealth Partners, LLC
Annual return '25
+20.8%
SPY '25
+17.7%
Alpha
+3.1ptsvs SPY
Invested
$769.9M
Holdings
228
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q4 2025: Sold 1.2% (391.0k → 386.3k shares)
14.8%
02
$IEFA
ISHARES TR
Q2 2025: Sold 1.9% (592.2k → 580.8k shares)
6.1%
03
$IVAL
EA SERIES TRUST
Q4 2025: Sold 0.7% (1.40M → 1.39M shares)
5.5%
04
$QMOM
EA SERIES TRUST
Q4 2025: Increased +0.9% (424.4k → 428.3k shares)
3.6%
05
$SYLD
CAMBRIA ETF TR
Q4 2025: Increased +1.3% (381.9k → 387.0k shares)
3.6%
06
$HYMB
SPDR SERIES TRUST
Q4 2025: Sold 4.1% (1.11M → 1.06M shares)
3.5%
07
$ITAN
EA SERIES TRUST
Q4 2025: Sold 0.9% (799.8k → 792.8k shares)
3.4%
08
$SCHF
SCHWAB STRATEGIC TR
Q4 2025: Increased +1.4% (1.03M → 1.05M shares)
3.4%
09
$TFI
SPDR SERIES TRUST
Q4 2025: Increased +4.9% (421.4k → 441.9k shares)
2.6%
10
$DFCF
DIMENSIONAL ETF TRUST
Q4 2025: Increased +3.4% (411.2k → 425.3k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:28 UTC.