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
101Uber Technologies Inc 7,969573.2K $
102Invesco RAFI US 1000 ETF 11,779559.9K $
103Caterpillar Inc 777550.8K $
104International Business Machines Corp. 2,246544.4K $
105AT&T Inc 18,280529.9K $
106Lennar Corp 6,101529.8K $
107iShares Russell Top 200 Growth 2,126529K $
108iShares Short-Term National Muni Bond ETF 4,954527.6K $
109Vanguard Value ETF 2,688527.4K $
110Honeywell International Inc 2,315523.3K $
111iShares Core MSCI Emerging Markets ETF 7,372514.2K $
112IDEXX Laboratories Inc 895502.9K $
113Gilead Sciences Inc 3,593500.7K $
114ONEOK Inc 5,502497.3K $
115Invesco RAFI Emerging Markets 18,217490.2K $
116Amphenol Corp 3,837484.8K $
117Schwab US Broad Market ETF 18,953475.7K $
118American Express Co 1,552469.5K $
119Applied Materials Inc 1,351461.8K $
120ServiceNow Inc 4,313450.9K $
121Rockwell Automation Inc 1,250448.5K $
122NextEra Energy Inc 4,817447.4K $
123Consolidated Edison Inc 3,870438K $
124Walt Disney Co/The 4,504434.1K $
125Verizon Communications Inc 8,599431.7K $
126Grayscale Bitcoin Trust ETF 7,993421.7K $
127PepsiCo Inc 2,682416.5K $
128Philip Morris International Inc. 2,510415K $
129TJX Cos Inc/The 2,596414.6K $
130iShares Russell 3000 ETF 1,113412.5K $
131Lam Research Corp 1,930412.4K $
132Duke Energy Corp 3,137410.7K $
133Dexcom Inc 6,244392.1K $
134Wells Fargo & Co 4,905390.5K $
135Abbott Laboratories 3,802390.4K $
136McDonald's Corp. 1,255390.1K $
137Intuit Inc 850367.5K $
138Mettler-Toledo International Inc 287362K $
139Danaher Corp 1,908361.8K $
140Avantis International Equity ETF 4,253360.8K $
141Capital One Financial Corp 1,954356.5K $
142Vanguard Large-Cap ETF 1,139340.4K $
143KLA Corp 229337.2K $
144Ishares Gold Trust 3,810335.9K $
145Vanguard Total Bond Market ETF 4,561335.9K $
146Wisdomtree Trust 8,331334.1K $
147Parker-Hannifin Corp 371332.2K $
148Avantis US Large Cap Value ETF 4,111331.4K $
149AppLovin Corp 828329.5K $
150Morgan Stanley 2,001329.4K $
151Insulet Corp 1,567328.8K $
152iShares Trust 3,360326.7K $
153Pfizer Inc 11,422320.7K $
154Blackrock Inc 330317.5K $
155Public Service Enterprise Group Inc 3,848311.5K $
156McKesson Corp 357308.9K $
157Arista Networks Inc 2,489305.6K $
158Bank of New York Mellon Corp/The 2,571305K $
159Emerson Electric Co. 2,315303.3K $
160Raymond James Financial Inc 2,078300.9K $
161Salesforce Inc 1,578294.6K $
162Adobe Inc 1,203292.4K $
163General Dynamics Corp 845290K $
164Citigroup Inc 2,535287.5K $
165Schwab Strategic Trust 9,337284.8K $
166Tapestry Inc 2,015284.3K $
167Lowe's Cos Inc 1,176278K $
168Thermo Fisher Scientific Inc 561275.5K $
169State Street Spdr Dow Jones Industrial Average Etf Trust 584270.6K $
170Welltower Inc 1,347266.3K $
171SPDR Gold Shares 609262K $
172Boeing Co/The 1,312261.2K $
173iShares Core S&P U.S. Growth ETF 1,684261.2K $
174Waste Management Inc 1,109254.9K $
175QUALCOMM Inc 1,940249.8K $
176Southern Co/The 2,523243.5K $
177Northrop Grumman Corp 354241.5K $
178F/m US Treasury 6 Month Bill E 4,765238.4K $
179Altria Group, Inc. 3,583236.4K $
180iShares Trust 663236.4K $
181Intel Corp 5,328235.1K $
182Bristol-Myers Squibb Co 3,845233.2K $
183Comcast Corp 8,052231.2K $
184Progressive Corp/The 1,159229.8K $
185Ross Stores Inc 1,037224.6K $
186CVS Health Corp 3,120224.1K $
187Ameriprise Financial Inc 504224K $
188Williams Cos Inc/The 3,019219.7K $
189General Motors Co 2,926218K $
190Union Pacific Corp 898218K $
191Kroger Co/The 3,011217.9K $
192Lockheed Martin Corp 359217.2K $
193ConocoPhillips 1,614213.1K $
194Allstate Corp/The 1,009209.2K $
195Charles Schwab Corp/The 2,179204.8K $
196DTE Energy Co 1,398204.4K $
197iShares ESG Aware MSCI EAFE ETF 2,134204K $
198Hartford Insurance Group Inc/The 1,504203.4K $
199Travelers Cos Inc/The 696203.1K $
200Veeva Systems Inc 1,155202.9K $