Revolve Wealth Partners, LLC

CIK 0001808992 • 6 13F filings • Apr 14, 2025 – Jul 9, 2026

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Filer information

Filed by: Revolve Wealth Partners, LLC, CCO
Address: 411 Hackensack Avenue, Suite 1005, Hackensack, NJ, 047601
Phone: 201-373-2163
AUM: $850.7M

AUM over time

$965.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $769.6M226 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$373K	0.0%	2,744 SH	New
ABBVIE INC	COM	$1.4M	0.2%Prev: 0.2%	7,405 SH	Decreased-416 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$215K	0.0%	719 SH	New
ADOBE INC	COM	$510K	0.1%Prev: 0.0%	1,319 SH	Increased+116 SH
ADVANCED MICRO DEVICES INC	COM	$1.1M	0.1%Prev: 0.2%	7,541 SH	Decreased-239 SH
AIR PRODS & CHEMS INC	COM	$578K	0.1%	2,048 SH	New
ALPHABET INC	CAP STK CL A	$3.1M	0.4%Prev: 0.7%	17,350 SH	Decreased-677 SH
ALPHABET INC	CAP STK CL C	$1.8M	0.2%Prev: 0.4%	10,201 SH	Decreased-90 SH
AMAZON COM INC	COM	$5.9M	0.8%Prev: 0.7%	26,810 SH	Increased+2,600 SH
AMERICAN CENTY ETF TR	AVANTIS RESPONSI	$1.4M	0.2%Prev: 0.2%	21,461 SH	Decreased+764 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$11.1M	1.4%Prev: 1.8%	122,252 SH	Decreased-3,542 SH
AMERICAN EXPRESS CO	COM	$476K	0.1%Prev: 0.1%	1,493 SH	Increased-59 SH
AMERIPRISE FINL INC	COM	$271K	0.0%Prev: 0.0%	507 SH	Increased+3 SH
AMGEN INC	COM	$7.4M	1.0%Prev: 0.6%	26,527 SH	Increased+13,229 SH
AMPHENOL CORP NEW	CL A	$1.2M	0.2%	12,117 SH	New
ANALOG DEVICES INC	COM	$527K	0.1%Prev: 0.1%	2,212 SH	Decreased+248 SH
APPLE INC	COM	$14.0M	1.8%Prev: 2.2%	68,081 SH	Decreased+155 SH
APPLIED MATLS INC	COM	$225K	0.0%Prev: 0.1%	1,227 SH	Decreased-124 SH
APPLOVIN CORP	COM CL A	$322K	0.0%Prev: 0.0%	921 SH	Decreased+93 SH
AT&T INC	COM	$373K	0.0%Prev: 0.1%	12,887 SH	Decreased-5,393 SH
BANK AMERICA CORP	COM	$645K	0.1%Prev: 0.1%	13,633 SH	Decreased-1,623 SH
BANK NEW YORK MELLON CORP	COM	$268K	0.0%Prev: 0.0%	2,937 SH	Decreased+366 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.2M	0.4%Prev: 0.4%	6,541 SH	Decreased-300 SH
BLACKROCK INC	COM	$380K	0.0%Prev: 0.0%	362 SH	Increased+32 SH
BLACKSTONE INC	COM	$908K	0.1%Prev: 0.1%	6,068 SH	Increased+837 SH
BLEND LABS INC	CL A	$103K	0.0%Prev: 0.0%	31,361 SH	Increased-453 SH
BOEING CO	COM	$253K	0.0%Prev: 0.0%	1,208 SH	Decreased-104 SH
BOOKING HOLDINGS INC	COM	$261K	0.0%	45 SH	New
BOSTON SCIENTIFIC CORP	COM	$270K	0.0%	2,512 SH	New
BROADCOM INC	COM	$2.5M	0.3%Prev: 0.4%	9,140 SH	Decreased-895 SH
CAMBRIA ETF TR	SHSHLD YIELD ETF	$23.8M	3.1%Prev: 3.6%	366,072 SH	Decreased+1,889 SH
CAPITAL ONE FINL CORP	COM	$377K	0.0%Prev: 0.0%	1,773 SH	Increased-181 SH
CARVANA CO	CL A	$244K	0.0%	725 SH	New
CATERPILLAR INC	COM	$243K	0.0%Prev: 0.1%	625 SH	Decreased-152 SH
CHEVRON CORP NEW	COM	$402K	0.1%	2,811 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$266K	0.0%	4,745 SH	New
CHUBB LIMITED	COM	$235K	0.0%	811 SH	New
CISCO SYS INC	COM	$639K	0.1%Prev: 0.1%	9,207 SH	Decreased-771 SH
COCA COLA CO	COM	$643K	0.1%Prev: 0.1%	9,087 SH	Decreased+440 SH
COLGATE PALMOLIVE CO	COM	$2.2M	0.3%Prev: 0.2%	24,631 SH	Increased+10,652 SH
COMCAST CORP NEW	CL A	$290K	0.0%Prev: 0.0%	8,122 SH	Increased+70 SH
COMPASS INC	CL A	$1.4M	0.2%Prev: 0.2%	228,823 SH	Decreased-794 SH
CONSOLIDATED EDISON INC	COM	$376K	0.0%Prev: 0.1%	3,751 SH	Decreased-119 SH
COSTCO WHSL CORP NEW	COM	$1.2M	0.2%	1,220 SH	New
CROWDSTRIKE HLDGS INC	CL A	$434K	0.1%	852 SH	New
CSX CORP	COM	$621K	0.1%Prev: 0.1%	19,031 SH	Decreased+602 SH
CVS HEALTH CORP	COM	$203K	0.0%Prev: 0.0%	2,938 SH	Decreased-182 SH
DANAHER CORPORATION	COM	$333K	0.0%	1,685 SH	New
DEXCOM INC	COM	$523K	0.1%Prev: 0.1%	5,986 SH	Increased-258 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$17.2M	2.2%Prev: 2.4%	406,639 SH	Decreased-26,933 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$2.6M	0.3%Prev: 0.3%	64,864 SH	Decreased+1,451 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$227K	0.0%	3,556 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$1.2M	0.2%Prev: 0.1%	40,183 SH	Increased+8,031 SH
DISNEY WALT CO	COM	$590K	0.1%Prev: 0.1%	4,758 SH	Increased+254 SH
DUKE ENERGY CORP NEW	COM NEW	$335K	0.0%Prev: 0.1%	2,836 SH	Decreased-301 SH
EA SERIES TRUST	INTL QUAN VALUE	$37.7M	4.9%Prev: 5.5%	1,352,846 SH	Decreased+110,731 SH
EA SERIES TRUST	SPARKLINE INTANG	$25.1M	3.3%Prev: 3.4%	776,052 SH	Decreased+44,195 SH
EA SERIES TRUST	US QUAN MOMENTUM	$26.4M	3.4%Prev: 3.6%	406,828 SH	Decreased+1,294 SH
EATON CORP PLC	SHS	$353K	0.0%Prev: 0.0%	988 SH	Increased+10 SH
ELI LILLY & CO	COM	$1.2M	0.2%Prev: 0.2%	1,530 SH	Decreased-48 SH
EMERSON ELEC CO	COM	$297K	0.0%Prev: 0.0%	2,229 SH	Decreased-86 SH
EQUINIX INC	COM	$2.1M	0.3%	2,650 SH	New
EXXON MOBIL CORP	COM	$1.0M	0.1%Prev: 0.3%	9,314 SH	Decreased-2,043 SH
GE AEROSPACE	COM NEW	$587K	0.1%Prev: 0.1%	2,280 SH	Decreased-877 SH
GE VERNOVA INC	COM	$298K	0.0%Prev: 0.1%	564 SH	Decreased-126 SH
GENERAL DYNAMICS CORP	COM	$271K	0.0%Prev: 0.0%	930 SH	Decreased+85 SH
GILEAD SCIENCES INC	COM	$399K	0.1%Prev: 0.1%	3,595 SH	Decreased+2 SH
GOLDMAN SACHS GROUP INC	COM	$559K	0.1%Prev: 0.1%	790 SH	Decreased-50 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$237K	0.0%Prev: 0.1%	2,788 SH	Decreased-5,205 SH
HOME DEPOT INC	COM	$971K	0.1%Prev: 0.1%	2,648 SH	Increased+341 SH
HONEYWELL INTL INC	COM	$568K	0.1%Prev: 0.1%	2,437 SH	Increased+122 SH
HUBSPOT INC	COM	$233K	0.0%	419 SH	New
HUMANA INC	COM	$200K	0.0%	820 SH	New
IDEXX LABS INC	COM	$463K	0.1%Prev: 0.1%	864 SH	Decreased-31 SH
INSULET CORP	COM	$464K	0.1%Prev: 0.0%	1,478 SH	Increased-89 SH
INTERNATIONAL BUSINESS MACHS	COM	$727K	0.1%Prev: 0.1%	2,467 SH	Increased+221 SH
INTUIT	COM	$677K	0.1%Prev: 0.0%	859 SH	Increased+9 SH
INTUITIVE SURGICAL INC	COM NEW	$1.1M	0.1%Prev: 0.1%	2,080 SH	Increased+223 SH
INVESCO EXCH TRADED FD TR II	FNDMNTL HY CRP	$5.6M	0.7%	305,488 SH	New
INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$492K	0.1%Prev: 0.1%	8,573 SH	Decreased-912 SH
INVESCO EXCH TRADED FD TR II	RAFI EMRGNG MRKT	$426K	0.1%Prev: 0.1%	18,217 SH	Decreased
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 CB	$252K	0.0%	12,181 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$367K	0.0%	18,672 SH	New
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$491K	0.1%Prev: 0.1%	11,623 SH	Decreased-156 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$529K	0.1%Prev: 0.1%	12,997 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$276K	0.0%	1,519 SH	New
INVESCO QQQ TR	UNIT SER 1	$2.5M	0.3%Prev: 0.3%	4,520 SH	Decreased-120 SH
ISHARES GOLD TR	ISHARES NEW	$238K	0.0%Prev: 0.0%	3,810 SH	Decreased
ISHARES INC	CORE MSCI EMKT	$522K	0.1%Prev: 0.1%	8,704 SH	Increased+1,332 SH
ISHARES TR	CORE MSCI EAFE	$48.5M	6.3%Prev: 6.1%	580,816 SH	Increased+58,324 SH
ISHARES TR	CORE MSCI TOTAL	$2.2M	0.3%Prev: 0.3%	28,936 SH	Decreased+1,766 SH
ISHARES TR	CORE S&P MCP ETF	$2.0M	0.3%Prev: 0.2%	32,493 SH	Increased+6,801 SH
ISHARES TR	CORE S&P SCP ETF	$2.2M	0.3%Prev: 0.3%	19,922 SH	Decreased+2,095 SH
ISHARES TR	CORE S&P US GWT	$317K	0.0%Prev: 0.0%	2,107 SH	Increased+423 SH
ISHARES TR	CORE S&P500 ETF	$11.4M	1.5%Prev: 1.5%	18,415 SH	Decreased+451 SH
ISHARES TR	CORE US AGGBD ET	$934K	0.1%Prev: 0.1%	9,420 SH	Increased+3,073 SH
ISHARES TR	EAFE GRWTH ETF	$5.8M	0.8%Prev: 0.7%	52,017 SH	Increased+754 SH
ISHARES TR	EAFE VALUE ETF	$2.4M	0.3%Prev: 0.4%	37,896 SH	Decreased-256 SH
ISHARES TR	ESG AW MSCI EAFE	$203K	0.0%Prev: 0.0%	2,270 SH	Decreased+136 SH
ISHARES TR	ESG EAFE ETF	$1.3M	0.2%Prev: 0.2%	17,329 SH	Decreased-808 SH
ISHARES TR	ESG MSCI KLD 400	$2.1M	0.3%Prev: 0.3%	17,896 SH	Decreased+87 SH
ISHARES TR	MSCI EAFE ETF	$695K	0.1%Prev: 0.1%	7,769 SH	Decreased+424 SH
ISHARES TR	MSCI EMG MKT ETF	$572K	0.1%Prev: 0.1%	11,856 SH	Decreased+283 SH
ISHARES TR	NATIONAL MUN ETF	$13.9M	1.8%Prev: 1.6%	133,315 SH	Increased+20,544 SH
ISHARES TR	NEW YORK MUN ETF	$1.5M	0.2%Prev: 0.0%	28,716 SH	Increased+23,974 SH
ISHARES TR	RUS 1000 ETF	$417K	0.1%Prev: 0.0%	1,229 SH	Increased+566 SH
ISHARES TR	RUS 1000 GRW ETF	$2.8M	0.4%Prev: 0.2%	6,696 SH	Increased+2,293 SH
ISHARES TR	RUS MD CP GR ETF	$977K	0.1%Prev: 0.1%	7,046 SH	Increased+6 SH
ISHARES TR	RUS MDCP VAL ETF	$810K	0.1%Prev: 0.1%	6,133 SH	Decreased+181 SH
ISHARES TR	RUS MID CAP ETF	$309K	0.0%Prev: 0.0%	3,360 SH	Decreased
ISHARES TR	RUS TP200 GR ETF	$524K	0.1%Prev: 0.1%	2,126 SH	Decreased
ISHARES TR	RUSSELL 2000 ETF	$2.3M	0.3%Prev: 0.3%	10,522 SH	Decreased+757 SH
ISHARES TR	RUSSELL 3000 ETF	$389K	0.1%Prev: 0.1%	1,108 SH	Decreased-5 SH
ISHARES TR	S&P MC 400GR ETF	$202K	0.0%	2,215 SH	New
ISHARES TR	S&P MC 400VL ETF	$202K	0.0%	1,637 SH	New
ISHARES TR	SHRT NAT MUN ETF	$718K	0.1%Prev: 0.1%	6,756 SH	Increased+1,802 SH
ISHARES TR	U.S. TECH ETF	$317K	0.0%	1,830 SH	New
JOHNSON & JOHNSON	COM	$1.1M	0.1%Prev: 0.2%	6,902 SH	Decreased-945 SH
JPMORGAN CHASE & CO.	COM	$4.1M	0.5%	14,042 SH	New
KROGER CO	COM	$208K	0.0%Prev: 0.0%	2,902 SH	Decreased-109 SH
LINDE PLC	SHS	$367K	0.0%Prev: 0.1%	782 SH	Decreased-57 SH
LOWES COS INC	COM	$245K	0.0%Prev: 0.0%	1,102 SH	Decreased-74 SH
MASTERCARD INCORPORATED	CL A	$2.0M	0.3%Prev: 0.2%	3,607 SH	Increased+287 SH
MCDONALDS CORP	COM	$602K	0.1%Prev: 0.1%	2,062 SH	Increased+807 SH
MCKESSON CORP	COM	$228K	0.0%Prev: 0.0%	311 SH	Decreased-46 SH
MERCADOLIBRE INC	COM	$303K	0.0%	116 SH	New
MERCK & CO INC	COM	$367K	0.0%Prev: 0.1%	4,642 SH	Decreased-691 SH
META PLATFORMS INC	CL A	$5.9M	0.8%Prev: 0.7%	7,997 SH	Increased-946 SH
METTLER TOLEDO INTERNATIONAL	COM	$330K	0.0%Prev: 0.0%	281 SH	Decreased-6 SH
MICRON TECHNOLOGY INC	COM	$466K	0.1%Prev: 0.2%	3,779 SH	Decreased-517 SH
MICROSOFT CORP	COM	$13.6M	1.8%Prev: 1.2%	27,385 SH	Increased+2,278 SH
MORGAN STANLEY	COM NEW	$256K	0.0%Prev: 0.0%	1,817 SH	Decreased-184 SH
NETFLIX INC	COM	$1.5M	0.2%	1,087 SH	New
NEXTERA ENERGY INC	COM	$340K	0.0%Prev: 0.1%	4,898 SH	Decreased+81 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$2.2M	0.3%Prev: 0.3%	23,753 SH	Increased+1,292 SH
NUSHARES ETF TR	NUVEEN ESG LRGVL	$1.8M	0.2%Prev: 0.3%	43,879 SH	Decreased-1,603 SH
NUSHARES ETF TR	NUVEEN ESG MIDCP	$1.2M	0.2%Prev: 0.1%	24,482 SH	Increased-157 SH
NUSHARES ETF TR	NUVEEN ESG MIDVL	$991K	0.1%Prev: 0.1%	27,485 SH	Decreased-1,570 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$1.3M	0.2%Prev: 0.2%	30,786 SH	Decreased-1,602 SH
NVIDIA CORPORATION	COM	$11.9M	1.5%Prev: 1.6%	75,405 SH	Decreased+3,796 SH
ONEOK INC NEW	COM	$442K	0.1%Prev: 0.1%	5,417 SH	Decreased-85 SH
ORACLE CORP	COM	$1.2M	0.2%Prev: 0.1%	5,701 SH	Increased+722 SH
PACER FDS TR	US CASH COWS 100	$315K	0.0%	5,717 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$885K	0.1%Prev: 0.1%	6,493 SH	Decreased-54 SH
PARKER-HANNIFIN CORP	COM	$271K	0.0%Prev: 0.0%	388 SH	Decreased+17 SH
PEPSICO INC	COM	$236K	0.0%Prev: 0.1%	1,786 SH	Decreased-896 SH
PFIZER INC	COM	$435K	0.1%Prev: 0.0%	17,935 SH	Increased+6,513 SH
PHILIP MORRIS INTL INC	COM	$468K	0.1%Prev: 0.1%	2,569 SH	Increased+59 SH
PINTEREST INC	CL A	$266K	0.0%	7,430 SH	New
PROCTER AND GAMBLE CO	COM	$952K	0.1%	5,977 SH	New
PROGRESSIVE CORP	COM	$311K	0.0%Prev: 0.0%	1,164 SH	Increased+5 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$323K	0.0%	3,843 SH	New
QUALCOMM INC	COM	$437K	0.1%Prev: 0.0%	2,744 SH	Increased+804 SH
RAYMOND JAMES FINL INC	COM	$318K	0.0%Prev: 0.0%	2,072 SH	Increased-6 SH
RBB FD INC	US TREAS 3 MNTH	$24.3M	3.2%	486,487 SH	New
RBB FD INC	US TREAS 3 YR NT	$239K	0.0%	4,809 SH	New
RBB FD INC	US TREASRY 12 MT	$388K	0.1%	7,736 SH	New
RBB FD INC	US TREASY 2 YR	$238K	0.0%	4,902 SH	New
RBB FD INC	US TRSRY 6 MNTH	$637K	0.1%Prev: 0.0%	12,704 SH	Increased+7,939 SH
ROCKWELL AUTOMATION INC	COM	$362K	0.0%Prev: 0.1%	1,091 SH	Decreased-159 SH
ROYAL CARIBBEAN GROUP	COM	$269K	0.0%Prev: 0.1%	860 SH	Decreased-1,593 SH
RTX CORPORATION	COM	$751K	0.1%Prev: 0.1%	5,144 SH	Decreased-209 SH
S&P GLOBAL INC	COM	$261K	0.0%Prev: 0.0%	495 SH	Increased+21 SH
SALESFORCE INC	COM	$574K	0.1%Prev: 0.0%	2,106 SH	Increased+528 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$570K	0.1%Prev: 0.1%	14,239 SH	Decreased-748 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$771K	0.1%Prev: 0.1%	31,407 SH	Decreased-2,568 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$20.9M	2.7%Prev: 3.4%	945,290 SH	Decreased-104,830 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$16.8M	2.2%Prev: 2.2%	724,791 SH	Decreased-14,752 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$438K	0.1%Prev: 0.1%	18,395 SH	Decreased-558 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.5M	0.3%Prev: 0.4%	96,010 SH	Decreased+1,464 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$13.2M	1.7%Prev: 1.6%	450,756 SH	Increased+28,139 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$575K	0.1%Prev: 0.0%	20,765 SH	Increased+11,428 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$10.5M	1.4%Prev: 1.4%	430,465 SH	Decreased+16,839 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$3.0M	0.4%Prev: 0.4%	108,164 SH	Increased+11,410 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$2.2M	0.3%Prev: 0.3%	88,818 SH	Decreased+72 SH
SERVICENOW INC	COM	$932K	0.1%Prev: 0.1%	907 SH	Increased-3,406 SH
SHOPIFY INC	CL A SUB VTG SHS	$920K	0.1%Prev: 0.0%	7,980 SH	Increased+5,752 SH
SOUTHERN CO	COM	$224K	0.0%Prev: 0.0%	2,439 SH	Decreased-84 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$250K	0.0%	568 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$4.8M	0.6%	7,723 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$2.1M	0.3%	3,777 SH	New
SPDR SERIES TRUST	NUVEEN ICE HIGH	$29.3M	3.8%	1,184,208 SH	New
SPDR SERIES TRUST	NUVEEN ICE MUNIC	$18.4M	2.4%	412,345 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P400	$578K	0.1%	10,630 SH	New
STRYKER CORPORATION	COM	$200K	0.0%	506 SH	New
SUTRO BIOPHARMA INC	COM	$7K	0.0%	10,312 SH	New
T-MOBILE US INC	COM	$206K	0.0%	866 SH	New
TESLA INC	COM	$5.5M	0.7%Prev: 0.3%	17,407 SH	Increased+11,191 SH
TEXAS INSTRS INC	COM	$201K	0.0%Prev: 0.0%	966 SH	Decreased-70 SH
TJX COS INC NEW	COM	$303K	0.0%Prev: 0.1%	2,453 SH	Decreased-143 SH
TRANE TECHNOLOGIES PLC	SHS	$206K	0.0%	472 SH	New
TRANSOCEAN LTD	REGISTERED SHS	$30K	0.0%Prev: 0.0%	11,580 SH	Decreased-967 SH
TRAVELERS COMPANIES INC	COM	$231K	0.0%Prev: 0.0%	862 SH	Increased+166 SH
UBER TECHNOLOGIES INC	COM	$1.2M	0.2%Prev: 0.1%	12,533 SH	Increased+4,564 SH
UNITEDHEALTH GROUP INC	COM	$1.8M	0.2%Prev: 0.1%	5,631 SH	Increased+394 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$11.6M	1.5%Prev: 1.9%	230,612 SH	Decreased-64,688 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$243K	0.0%Prev: 0.0%	3,302 SH	Decreased-1,259 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$282K	0.0%	5,692 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$6.7M	0.9%Prev: 0.8%	15,347 SH	Increased+401 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$325K	0.0%Prev: 0.0%	1,138 SH	Decreased-1 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$947K	0.1%Prev: 0.1%	3,330 SH	Increased+346 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.3M	0.2%Prev: 0.2%	8,051 SH	Decreased+357 SH
VANGUARD INDEX FDS	MID CAP ETF	$3.1M	0.4%Prev: 0.4%	10,988 SH	Increased+1,099 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.0M	0.5%Prev: 0.4%	7,046 SH	Increased+1,414 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.0M	0.3%Prev: 0.3%	8,598 SH	Decreased+703 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$119.3M	15.5%Prev: 14.8%	392,681 SH	Increased+36,818 SH
VANGUARD INDEX FDS	VALUE ETF	$353K	0.0%Prev: 0.1%	2,000 SH	Decreased-688 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$687K	0.1%Prev: 0.1%	13,900 SH	Decreased-1,965 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.2M	0.2%Prev: 0.1%	23,640 SH	Increased+3,555 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.1M	0.1%Prev: 0.1%	5,203 SH	Increased+1,320 SH
VANGUARD STAR FDS	VG TL INTL STK F	$4.4M	0.6%Prev: 0.6%	63,670 SH	Decreased+4,171 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$7.4M	1.0%Prev: 1.1%	129,086 SH	Decreased+438 SH
VEEVA SYS INC	CL A COM	$260K	0.0%Prev: 0.0%	903 SH	Increased-252 SH
VERIZON COMMUNICATIONS INC	COM	$299K	0.0%Prev: 0.1%	6,910 SH	Decreased-1,689 SH
VISA INC	COM CL A	$4.3M	0.6%Prev: 0.5%	12,170 SH	Increased+486 SH
W & T OFFSHORE INC	COM	$22K	0.0%Prev: 0.0%	13,115 SH	Decreased+2,821 SH
WALMART INC	COM	$961K	0.1%Prev: 0.2%	9,830 SH	Decreased-97 SH
WASTE MGMT INC DEL	COM	$223K	0.0%Prev: 0.0%	973 SH	Decreased-136 SH
WELLS FARGO CO NEW	COM	$370K	0.0%	4,617 SH	New
WELLTOWER INC	COM	$206K	0.0%Prev: 0.0%	1,339 SH	Decreased-8 SH
WISDOMTREE TR	EM EX ST-OWNED	$287K	0.0%Prev: 0.0%	8,331 SH	Decreased
WISDOMTREE TR	GLB US QTLY DIV	$241K	0.0%	5,987 SH	New
WISDOMTREE TR	INTL QULTY DIV	$16.9M	2.2%Prev: 2.3%	425,956 SH	Decreased-6,840 SH
WISDOMTREE TR	US LARGECAP DIVD	$17.5M	2.3%Prev: 2.3%	213,427 SH	Decreased+16,139 SH
WISDOMTREE TR	US MIDCAP FUND	$223K	0.0%	3,616 SH	New
ZEBRA TECHNOLOGIES CORPORATI	CL A	$219K	0.0%	711 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $390K
AIR PRODUCTS AND CHEMICALS I — $577K
ALLSTATE CORP — $209K
ALTRIA GROUP INC — $236K
AMERICAN CENTY ETF TR — $361K
AMERICAN CENTY ETF TR — $1.8M
AMERICAN CENTY ETF TR — $331K
AMPHENOL CORP — $485K
ARISTA NETWORKS INC — $306K
BITWISE 10 CRYPTO INDEX ETF — $618K
BRISTOL-MYERS SQUIBB CO — $233K
CHEVRON CORPORATION — $863K
CHUBB LTD SWITZ — $279K
CITIGROUP INC — $288K
CONOCOPHILLIPS — $213K
COSTCO WHOLESALE CORPORATION — $1.2M
DANAHER CORP DEL — $362K
DTE ENERGY CO — $204K
EA SERIES TRUST — $2.9M
EA SERIES TRUST — $3.0M
… and 30 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 20, 2026	Q4 2025	13F-HR	0002085853-26-000053	$850.7M	View
Oct 14, 2025	Q3 2025	13F-HR	0002085853-25-000078	$833.5M	View
Jul 9, 2026	Q2 2026