Revolve Wealth Partners, LLC
Top Portfolio Positions
140 positions ·
$146,176,324 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
67,926 | $17,238,939 | 11.79% |
| NVDA |
Nvidia Corp
Technology
|
71,609 | $12,488,609 | 8.54% |
| MSFT |
Microsoft Corp
Technology
|
25,107 | $9,293,858 | 6.36% |
| GOOGL |
Alphabet Inc.
Communication Services
|
18,027 | $5,183,844 | 3.55% |
| META |
Meta Platforms, Inc.
Communication Services
|
8,943 | $5,116,558 | 3.50% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
24,210 | $5,042,216 | 3.45% |
| AMGN |
Amgen Inc
Healthcare
|
13,298 | $4,678,901 | 3.20% |
| SPY |
Spdr S&P 500 Etf Trust
|
6,346 | $4,127,057 | 2.82% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
12,789 | $3,762,012 | 2.57% |
| V |
Visa Inc.
Financial Services
|
11,684 | $3,531,372 | 2.42% |
Portfolio Trend
Holdings in BITW
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $617,583 | 13,845 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,835,346 | 48,253 | Shares | Sole | 2026-01-20 | |
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