Titelia

Holdings of Revolve Wealth Partners, LLC

206 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 51 % of the equity sleeve

Sector breakdown

  • Technology 8.0 %
  • Funds 4.5 %
  • Financials 2.8 %
  • Health care 2.4 %
  • Communication 2.4 %
  • Consumer discretionary 1.5 %
  • Industrials 1.2 %
  • Consumer staples 1.0 %
  • Energy 0.4 %
  • Utilities 0.3 %
  • Materials 0.1 %
  • Unattributed 75.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US206672.2M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard Total Stock Market ETF 355,863114.2M $
2iShares Core MSCI EAFE ETF 522,49247.3M $
3Alpha Architect US Quantitativ 405,53427.7M $
4Cambria Shareholder Yield ETF 364,18327.5M $
5State Street SPDR Nuveen ICE High Yield Municipal Bond ETF 1,088,94827M $
6Schwab International Equity ETF 1,050,12026M $
7SPDR Series Trust 439,99519.9M $
8Dimensional ETF Trust 433,57218.3M $
9Wisdomtree Trust 197,28817.6M $
10WisdomTree Trust 432,79617.4M $
11Apple Inc 67,92617.2M $
12Schwab U.S. Aggregate Bond ETF 739,54317.2M $
13VanEck High Yield Muni ETF 295,30014.8M $
14American Century ETF Trust 125,79413.9M $
15NVIDIA Corp 71,60912.5M $
16Schwab Strategic Trust 422,61712.3M $
17iShares National Muni Bond ETF 112,77112M $
18iShares Core S&P 500 ETF 17,96411.7M $
19Schwab U.S. Large-Cap ETF 413,62610.6M $
20Microsoft Corp 25,1079.3M $
21Vanguard FTSE Developed Markets ETF 128,6488.2M $
22F/m US Treasury 3 Month Bill F 131,8726.6M $
23Vanguard Growth ETF 14,9466.5M $
24iShares MSCI EAFE Growth ETF 51,2635.7M $
25Alphabet Inc 18,0275.2M $
26Meta Platforms Inc 8,9435.1M $
27Amazon.com Inc 24,2105M $
28Amgen Inc 13,2984.7M $
29Vanguard Total International S 59,4994.6M $
30State Street SPDR S&P 500 ETF Trust 6,3464.1M $
31JPMorgan Chase & Co 12,7893.8M $
32Visa Inc 11,6843.5M $
33Vanguard S&P 500 ETF 5,6323.4M $
34Berkshire Hathaway Inc 6,8413.3M $
35Broadcom Inc 10,0353.1M $
36Alphabet Inc 10,2913M $
37Schwab US Dividend Equity ETF 94,5462.9M $
38Alpha Architect 1-3 Month Box 24,8842.9M $
39Vanguard Mid-Cap ETF 9,8892.8M $
40iShares Trust 38,1522.8M $
41Invesco QQQ Trust Series 1 4,6402.7M $
42Schwab U.S. Small-Cap ETF 88,7462.6M $
43JPMorgan Ultra-Short Municipal Income ETF 49,0652.5M $
44iShares Russell 2000 ETF 9,7652.4M $
45iShares Core MSCI Total International Stock ETF 27,1702.4M $
46Tesla Inc 6,2162.3M $
47State Street SPDR S&P MidCap 400 ETF Trust 3,6492.3M $
48iShares Core S&P Small-Cap ETF 17,8272.2M $
49iShares ESG MSCI KLD 400 ETF 17,8092.2M $
50Vanguard Small-Cap ETF 7,8952.1M $
51Exxon Mobil Corp 11,3571.9M $
52Johnson & Johnson 7,8471.9M $
53iShares Russell 1000 Growth ETF 4,4031.9M $
54Avantis US Equity ETF 15,9521.8M $
55iShares Core S&P Mid-Cap ETF 25,6921.7M $
56AbbVie Inc 7,8211.7M $
57Compass Inc 229,6171.7M $
58Mastercard Inc 3,3201.7M $
59Toll Brothers Inc 11,7921.6M $
60Advanced Micro Devices Inc 7,7801.6M $
61Eli Lilly & Co 1,5781.5M $
62Micron Technology Inc 4,2961.5M $
63Vanguard Index Funds 7,6941.4M $
64Costco Wholesale Corp 1,2481.2M $
65Walmart Inc 9,9271.2M $
66Colgate-Palmolive Co 13,9791.2M $
67Netflix Inc 11,2051.1M $
68RTX Corp 5,3531M $
69Vanguard Tax-Exempt Bond Index ETF 20,0851M $
70Palantir Technologies Inc 6,547957.7K $
71Schwab Fundamental U.S. Large Company ETF 33,975946.2K $
72UnitedHealth Group Inc 3,337903K $
73iShares Trust 7,040902K $
74General Electric Co 3,157895.9K $
75iShares Russell Mid-Cap Value 5,952867.5K $
76Chevron Corp 4,169862.6K $
77Vanguard International Equity Index Funds 15,865857.5K $
78Intuitive Surgical Inc 1,857856.1K $
79VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 3,883835.1K $
80Procter & Gamble Co/The 5,607809.9K $
81Cisco Systems, Inc. 9,978774.2K $
82Vanguard Mid-Cap Growth ETF 2,984767.9K $
83Home Depot Inc/The 2,307758.7K $
84CSX Corp 18,429756.5K $
85Bank of America Corp 15,256743.7K $
86Schwab Fundamental International Equity Etf 14,987733.3K $
87Oracle Corp 4,979732.5K $
88iShares MSCI EAFE ETF 7,345713.4K $
89Goldman Sachs Group Inc/The 840710.7K $
90Invesco RAFI Developed Markets ex-U.S. ETF 9,485663K $
91Coca-Cola Co/The 8,647657.6K $
92iShares MSCI Emerging Markets ETF 11,573657.2K $
93Merck & Co Inc 5,333641.4K $
94iShares Core U.S. Aggregate Bond ETF 6,347630K $
95Analog Devices Inc 1,964624.8K $
96GE Vernova Inc 690602.3K $
97SPDR Series Trust 10,165602K $
98Blackstone Inc 5,231601.5K $
99Invesco RAFI US 1500 Small-Mid ETF 12,997596.2K $
100Air Products and Chemicals Inc 1,986576.9K $