Revolve Wealth Partners, LLC

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

Import this data to Google Sheets with:

=jivedata("revolve-wealth-partners-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $769.9M226 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$390K	0.1%	3,802 SH	New
ABBVIE INC	COM	$1.7M	0.2%Prev: 0.2%	7,821 SH	Increased+273 SH
ADOBE INC	COM	$292K	0.0%Prev: 0.1%	1,203 SH	Decreased-213 SH
ADVANCED MICRO DEVICES INC	COM	$1.6M	0.2%Prev: 0.1%	7,780 SH	Increased-333 SH
AIR PRODUCTS AND CHEMICALS I	COM	$577K	0.1%	1,986 SH	New
ALLSTATE CORP	COM	$209K	0.0%	1,009 SH	New
ALPHABET INC	CAP STK CL A	$5.2M	0.7%Prev: 0.4%	18,027 SH	Increased+1,364 SH
ALPHABET INC	CAP STK CL C	$3.0M	0.4%Prev: 0.2%	10,291 SH	Increased-462 SH
ALTRIA GROUP INC	COM	$236K	0.0%Prev: 0.0%	3,583 SH	Increased+216 SH
AMAZON COM INC	COM	$5.0M	0.7%Prev: 0.8%	24,210 SH	Decreased-3,997 SH
AMERICAN CENTY ETF TR	AVANTIS RESPONSI	$1.5M	0.2%Prev: 0.2%	20,697 SH	Increased-1,171 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$361K	0.0%	4,253 SH	New
AMERICAN CENTY ETF TR	US EQT ETF	$1.8M	0.2%	15,952 SH	New
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$331K	0.0%	4,111 SH	New
AMERICAN CENTY ETF TR	US SML CP VALU	$13.9M	1.8%Prev: 1.5%	125,794 SH	Increased+6,289 SH
AMERICAN EXPRESS CO	COM	$470K	0.1%Prev: 0.1%	1,552 SH	Increased-68 SH
AMERIPRISE FINL INC	COM	$224K	0.0%Prev: 0.0%	504 SH	Decreased-114 SH
AMGEN INC	COM	$4.7M	0.6%Prev: 0.7%	13,298 SH	Decreased-2,199 SH
AMPHENOL CORP	CL A	$485K	0.1%	3,837 SH	New
ANALOG DEVICES INC	COM	$625K	0.1%Prev: 0.1%	1,964 SH	Increased-207 SH
APPLE INC	COM	$17.2M	2.2%Prev: 2.3%	67,926 SH	Increased-4,570 SH
APPLIED MATLS INC	COM	$462K	0.1%	1,351 SH	New
APPLOVIN CORP	COM CL A	$330K	0.0%Prev: 0.0%	828 SH	Increased-90 SH
ARISTA NETWORKS INC	COM SHS	$306K	0.0%	2,489 SH	New
AT&T INC	COM	$530K	0.1%Prev: 0.1%	18,280 SH	Increased+5,400 SH
BANK AMERICA CORP	COM	$744K	0.1%Prev: 0.1%	15,256 SH	Increased+1,124 SH
BANK NEW YORK MELLON CORP	COM	$305K	0.0%Prev: 0.0%	2,571 SH	Increased-365 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.3M	0.4%Prev: 0.5%	6,841 SH	Decreased+289 SH
BITWISE 10 CRYPTO INDEX ETF	UNIT BENEFICIAL	$618K	0.1%	13,845 SH	New
BLACKROCK INC	COM	$317K	0.0%	330 SH	New
BLACKSTONE INC	COM	$602K	0.1%Prev: 0.1%	5,231 SH	Decreased-1,985 SH
BLEND LABS INC	CL A	$54K	0.0%Prev: 0.0%	31,814 SH	Decreased+313 SH
BOEING CO	COM	$261K	0.0%Prev: 0.0%	1,312 SH	Increased+138 SH
BRISTOL-MYERS SQUIBB CO	COM	$233K	0.0%	3,845 SH	New
BROADCOM INC	COM	$3.1M	0.4%Prev: 0.2%	10,035 SH	Increased+951 SH
CAMBRIA ETF TR	SHSHLD YIELD ETF	$27.5M	3.6%Prev: 3.0%	364,183 SH	Increased+34,438 SH
CAPITAL ONE FINL CORP	COM	$356K	0.0%	1,954 SH	New
CATERPILLAR INC	COM	$551K	0.1%Prev: 0.0%	777 SH	Increased+93 SH
CHEVRON CORPORATION	COM	$863K	0.1%	4,169 SH	New
CHUBB LTD SWITZ	COM	$279K	0.0%	856 SH	New
CISCO SYS INC	COM	$774K	0.1%Prev: 0.1%	9,978 SH	Increased+684 SH
CITIGROUP INC	COM NEW	$288K	0.0%	2,535 SH	New
COCA COLA CO	COM	$658K	0.1%Prev: 0.1%	8,647 SH	Increased-135 SH
COLGATE PALMOLIVE CO	COM	$1.2M	0.2%Prev: 0.3%	13,979 SH	Decreased-10,989 SH
COMCAST CORP NEW	CL A	$231K	0.0%Prev: 0.0%	8,052 SH	Decreased-601 SH
COMPASS INC	CL A	$1.7M	0.2%Prev: 0.3%	229,617 SH	Decreased+863 SH
CONOCOPHILLIPS	COM	$213K	0.0%	1,614 SH	New
CONSOLIDATED EDISON INC	COM	$438K	0.1%Prev: 0.1%	3,870 SH	Increased+118 SH
COSTCO WHOLESALE CORPORATION	COM	$1.2M	0.2%	1,248 SH	New
CSX CORP	COM	$756K	0.1%Prev: 0.1%	18,429 SH	Increased+2,387 SH
CVS HEALTH CORP	COM	$224K	0.0%	3,120 SH	New
DANAHER CORP DEL	COM	$362K	0.0%	1,908 SH	New
DEXCOM INC	COM	$392K	0.1%Prev: 0.1%	6,244 SH	Decreased+20 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$18.3M	2.4%Prev: 0.2%	433,572 SH	Increased+400,827 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$2.7M	0.3%Prev: 0.3%	63,413 SH	Increased-2,478 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$1.1M	0.1%Prev: 0.1%	32,152 SH	Increased+9,792 SH
DISNEY WALT CO	COM	$434K	0.1%Prev: 0.1%	4,504 SH	Decreased-605 SH
DTE ENERGY CO	COM	$204K	0.0%	1,398 SH	New
DUKE ENERGY CORP NEW	COM NEW	$411K	0.1%Prev: 0.1%	3,137 SH	Increased+103 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$2.9M	0.4%Prev: 0.2%	24,884 SH	Increased+13,794 SH
EA SERIES TRUST	ALPHA ARCHITECT	$3.0M	0.4%	61,042 SH	New
EA SERIES TRUST	INTL QUAN VALUE	$42.2M	5.5%Prev: 5.1%	1,242,115 SH	Increased-131,052 SH
EA SERIES TRUST	SPARKLINE INTANG	$26.2M	3.4%Prev: 3.1%	731,857 SH	Increased+9,645 SH
EA SERIES TRUST	US QUAN MOMENTUM	$27.7M	3.6%Prev: 3.2%	405,534 SH	Increased+29,336 SH
EATON CORP PLC	SHS	$350K	0.0%Prev: 0.0%	978 SH	Increased+27 SH
ELEDON PHARMACEUTICALS INC	COM	$44K	0.0%	14,143 SH	New
ELI LILLY & CO	COM	$1.5M	0.2%Prev: 0.2%	1,578 SH	Increased-36 SH
EMERSON ELEC CO	COM	$303K	0.0%Prev: 0.0%	2,315 SH	Increased+140 SH
EXXON MOBIL CORP	COM	$1.9M	0.3%Prev: 0.2%	11,357 SH	Increased+1,951 SH
GE AEROSPACE	COM NEW	$896K	0.1%Prev: 0.1%	3,157 SH	Increased+789 SH
GE VERNOVA INC	COM	$602K	0.1%	690 SH	New
GENERAL DYNAMICS CORP	COM	$290K	0.0%Prev: 0.0%	845 SH	Increased-12 SH
GENERAL MTRS CO	COM	$218K	0.0%	2,926 SH	New
GILEAD SCIENCES INC	COM	$501K	0.1%Prev: 0.1%	3,593 SH	Increased+106 SH
GOLDMAN SACHS GROUP INC	COM	$711K	0.1%Prev: 0.1%	840 SH	Increased-49 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$422K	0.1%Prev: 0.1%	7,993 SH	Decreased+278 SH
HARTFORD INSURANCE GROUP INC	COM	$203K	0.0%	1,504 SH	New
HOME DEPOT INC	COM	$759K	0.1%Prev: 0.1%	2,307 SH	Decreased-182 SH
HONEYWELL INTL INC	COM	$523K	0.1%Prev: 0.1%	2,315 SH	Increased-71 SH
IDEXX LABS INC	COM	$503K	0.1%Prev: 0.1%	895 SH	Increased+34 SH
INSULET CORP	COM	$329K	0.0%Prev: 0.1%	1,567 SH	Decreased+80 SH
INTEL CORP	COM	$235K	0.0%	5,328 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$544K	0.1%Prev: 0.1%	2,246 SH	Increased+101 SH
INTUIT	COM	$368K	0.0%Prev: 0.1%	850 SH	Decreased+24 SH
INTUITIVE SURGICAL INC	COM NEW	$856K	0.1%Prev: 0.2%	1,857 SH	Decreased-277 SH
INVESCO EXCH TRADED FD TR II	BLOOMBERG ENHANC	$5.6M	0.7%	314,354 SH	New
INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$663K	0.1%Prev: 0.1%	9,485 SH	Increased+1,531 SH
INVESCO EXCH TRADED FD TR II	RAFI EMRGNG MRKT	$490K	0.1%Prev: 0.1%	18,217 SH	Increased-1,497 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$560K	0.1%Prev: 0.1%	11,779 SH	Increased+156 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$596K	0.1%Prev: 0.1%	12,997 SH	Increased-841 SH
INVESCO QQQ TR	UNIT SER 1	$2.7M	0.3%Prev: 0.3%	4,640 SH	Increased-414 SH
ISHARES GOLD TR	ISHARES NEW	$336K	0.0%Prev: 0.0%	3,810 SH	Increased
ISHARES INC	CORE MSCI EMKT	$514K	0.1%Prev: 0.1%	7,372 SH	Increased-1,296 SH
ISHARES TR	CORE MSCI EAFE	$47.3M	6.1%Prev: 6.5%	522,492 SH	Increased-69,695 SH
ISHARES TR	CORE MSCI TOTAL	$2.4M	0.3%Prev: 0.3%	27,170 SH	Increased-1,993 SH
ISHARES TR	CORE S&P MCP ETF	$1.7M	0.2%Prev: 0.3%	25,692 SH	Decreased-6,853 SH
ISHARES TR	CORE S&P SCP ETF	$2.2M	0.3%Prev: 0.3%	17,827 SH	Increased-2,157 SH
ISHARES TR	CORE S&P US GWT	$261K	0.0%Prev: 0.0%	1,684 SH	Decreased-810 SH
ISHARES TR	CORE S&P500 ETF	$11.7M	1.5%Prev: 1.5%	17,964 SH	Increased+66 SH
ISHARES TR	CORE US AGGBD ET	$630K	0.1%Prev: 0.1%	6,347 SH	Decreased-3,072 SH
ISHARES TR	EAFE GRWTH ETF	$5.7M	0.7%Prev: 0.7%	51,263 SH	Increased+1,039 SH
ISHARES TR	EAFE VALUE ETF	$2.8M	0.4%Prev: 0.3%	38,152 SH	Increased-631 SH
ISHARES TR	ESG AW MSCI EAFE	$204K	0.0%	2,134 SH	New
ISHARES TR	ESG EAFE ETF	$1.4M	0.2%Prev: 0.2%	18,137 SH	Increased+688 SH
ISHARES TR	ESG MSCI KLD 400	$2.2M	0.3%Prev: 0.3%	17,809 SH	Increased+496 SH
ISHARES TR	MSCI EAFE ETF	$713K	0.1%Prev: 0.1%	7,345 SH	Increased-977 SH
ISHARES TR	MSCI EMG MKT ETF	$657K	0.1%Prev: 0.1%	11,573 SH	Increased-1,827 SH
ISHARES TR	NATIONAL MUN ETF	$12.0M	1.6%Prev: 2.0%	112,771 SH	Decreased-15,519 SH
ISHARES TR	NEW YORK MUN ETF	$252K	0.0%Prev: 0.2%	4,742 SH	Decreased-20,061 SH
ISHARES TR	RUS 1000 ETF	$236K	0.0%Prev: 0.1%	663 SH	Decreased-846 SH
ISHARES TR	RUS 1000 GRW ETF	$1.9M	0.2%Prev: 0.4%	4,403 SH	Decreased-3,339 SH
ISHARES TR	RUS MD CP GR ETF	$902K	0.1%Prev: 0.1%	7,040 SH	Increased-330 SH
ISHARES TR	RUS MDCP VAL ETF	$867K	0.1%Prev: 0.1%	5,952 SH	Increased-488 SH
ISHARES TR	RUS MID CAP ETF	$327K	0.0%Prev: 0.0%	3,360 SH	Increased
ISHARES TR	RUS TP200 GR ETF	$529K	0.1%Prev: 0.1%	2,126 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$2.4M	0.3%Prev: 0.3%	9,765 SH	Increased-2,308 SH
ISHARES TR	RUSSELL 3000 ETF	$413K	0.1%Prev: 0.1%	1,113 SH	Increased+7 SH
ISHARES TR	SHRT NAT MUN ETF	$528K	0.1%Prev: 0.1%	4,954 SH	Decreased-1,802 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$2.5M	0.3%	49,065 SH	New
JOHNSON & JOHNSON	COM	$1.9M	0.2%Prev: 0.2%	7,847 SH	Increased-1,062 SH
JPMORGAN CHASE & CO	COM	$3.8M	0.5%	12,789 SH	New
KLA CORP	COM NEW	$337K	0.0%	229 SH	New
KROGER CO	COM	$218K	0.0%	3,011 SH	New
LAM RESEARCH CORP	COM NEW	$412K	0.1%	1,930 SH	New
LENNAR CORP	CL A	$530K	0.1%	6,101 SH	New
LINDE PLC	SHS	$416K	0.1%Prev: 0.1%	839 SH	Increased+52 SH
LOCKHEED MARTIN CORP	COM	$217K	0.0%Prev: 0.0%	359 SH	Increased-112 SH
LOWES COS INC	COM	$278K	0.0%Prev: 0.0%	1,176 SH	Increased+37 SH
MASTERCARD INCORPORATED	CL A	$1.7M	0.2%Prev: 0.3%	3,320 SH	Decreased-283 SH
MCDONALDS CORP	COM	$390K	0.1%Prev: 0.1%	1,255 SH	Decreased-805 SH
MCKESSON CORP	COM	$309K	0.0%	357 SH	New
MERCK & CO INC	COM	$641K	0.1%Prev: 0.1%	5,333 SH	Increased+869 SH
META PLATFORMS INC	CL A	$5.1M	0.7%Prev: 0.7%	8,943 SH	Decreased-34 SH
METTLER TOLEDO INTERNATIONAL	COM	$362K	0.0%Prev: 0.0%	287 SH	Increased+10 SH
MICRON TECHNOLOGY INC	COM	$1.5M	0.2%Prev: 0.0%	4,296 SH	Increased+402 SH
MICROSOFT CORP	COM	$9.3M	1.2%Prev: 1.5%	25,107 SH	Decreased-2,810 SH
MONOLITHIC PWR SYS INC	COM	$202K	0.0%	185 SH	New
MORGAN STANLEY	COM NEW	$329K	0.0%Prev: 0.0%	2,001 SH	Increased+265 SH
NETFLIX INC.	COM	$1.1M	0.1%	11,205 SH	New
NEXTERA ENERGY INC	COM	$447K	0.1%Prev: 0.1%	4,817 SH	Increased-219 SH
NORTHROP GRUMMAN CORP	COM	$242K	0.0%	354 SH	New
NUSHARES ETF TR	NUVEEN ESG LRGCP	$2.0M	0.3%Prev: 0.3%	22,461 SH	Increased-1,620 SH
NUSHARES ETF TR	NUVEEN ESG LRGVL	$2.1M	0.3%Prev: 0.3%	45,482 SH	Increased+1,789 SH
NUSHARES ETF TR	NUVEEN ESG MIDCP	$1.0M	0.1%Prev: 0.1%	24,639 SH	Decreased+904 SH
NUSHARES ETF TR	NUVEEN ESG MIDVL	$1.1M	0.1%Prev: 0.1%	29,055 SH	Increased+2,115 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$1.5M	0.2%Prev: 0.2%	32,388 SH	Increased+1,964 SH
NVIDIA CORPORATION	COM	$12.5M	1.6%Prev: 1.2%	71,609 SH	Increased-7,937 SH
ONEOK INC NEW	COM	$497K	0.1%Prev: 0.1%	5,502 SH	Decreased-198 SH
ORACLE CORP	COM	$733K	0.1%Prev: 0.1%	4,979 SH	Decreased-700 SH
PALANTIR TECHNOLOGIES INC	CL A	$958K	0.1%Prev: 0.1%	6,547 SH	Increased-50 SH
PARKER-HANNIFIN CORP	COM	$332K	0.0%Prev: 0.0%	371 SH	Increased-27 SH
PEPSICO INC	COM	$416K	0.1%Prev: 0.0%	2,682 SH	Increased+790 SH
PFIZER INC	COM	$321K	0.0%Prev: 0.1%	11,422 SH	Decreased-5,038 SH
PHILIP MORRIS INTL INC	COM	$415K	0.1%Prev: 0.1%	2,510 SH	Increased+105 SH
PROCTER & GAMBLE CO	COM	$810K	0.1%	5,607 SH	New
PROGRESSIVE CORP	COM	$230K	0.0%Prev: 0.0%	1,159 SH	Decreased-42 SH
PUBLIC SVC ENTERPRISE GROUP	COM	$311K	0.0%	3,848 SH	New
QUALCOMM INC	COM	$250K	0.0%Prev: 0.1%	1,940 SH	Decreased-605 SH
RAYMOND JAMES FINL INC	COM	$301K	0.0%Prev: 0.0%	2,078 SH	Increased-3 SH
RBB FD INC	F/M US TREASURY	$6.6M	0.9%	131,872 SH	New
RBB FD INC	US TRSRY 6 MNTH	$238K	0.0%Prev: 0.1%	4,765 SH	Decreased-11,058 SH
ROCKWELL AUTOMATION INC	COM	$449K	0.1%Prev: 0.0%	1,250 SH	Increased+350 SH
ROSS STORES INC	COM	$225K	0.0%	1,037 SH	New
ROYAL CARIBBEAN GROUP	COM	$675K	0.1%	2,453 SH	New
RTX CORPORATION	COM	$1.0M	0.1%Prev: 0.1%	5,353 SH	Increased+271 SH
S&P GLOBAL INC	COM	$202K	0.0%Prev: 0.0%	474 SH	Decreased-22 SH
SALESFORCE INC	COM	$295K	0.0%Prev: 0.1%	1,578 SH	Decreased-368 SH
SCHWAB CHARLES CORP	COM	$205K	0.0%	2,179 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$733K	0.1%Prev: 0.1%	14,987 SH	Increased-5,174 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$946K	0.1%Prev: 0.1%	33,975 SH	Increased-936 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$26.0M	3.4%Prev: 2.6%	1,050,120 SH	Increased+146,791 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$17.2M	2.2%Prev: 2.5%	739,543 SH	Decreased-3,383 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$476K	0.1%Prev: 0.1%	18,953 SH	Increased+301 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.9M	0.4%Prev: 0.3%	94,546 SH	Increased+17,889 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$12.3M	1.6%Prev: 1.8%	422,617 SH	Increased-66,956 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$285K	0.0%Prev: 0.1%	9,337 SH	Decreased-11,412 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$10.6M	1.4%Prev: 1.5%	413,626 SH	Increased-57,654 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$3.0M	0.4%Prev: 0.4%	96,754 SH	Increased-14,063 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$2.6M	0.3%Prev: 0.3%	88,746 SH	Increased-9,731 SH
SERVICENOW INC	COM	$451K	0.1%Prev: 0.1%	4,313 SH	Decreased+3,390 SH
SHOPIFY INC	CL A SUB VTG SHS	$264K	0.0%	2,228 SH	New
SOUTHERN CO	COM	$244K	0.0%Prev: 0.0%	2,523 SH	Increased-35 SH
SPDR GOLD TR	GOLD SHS	$262K	0.0%	609 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$47.6M	6.2%	1,539,108 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$271K	0.0%	584 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.1M	0.5%	6,346 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$2.3M	0.3%	3,649 SH	New
TAPESTRY INC	COM	$284K	0.0%	2,015 SH	New
TESLA INC	COM	$2.3M	0.3%Prev: 0.6%	6,216 SH	Decreased-10,454 SH
TEXAS INSTRS INC	COM	$201K	0.0%Prev: 0.0%	1,036 SH	Decreased-152 SH
THERMO FISHER SCIENTIFIC INC	COM	$276K	0.0%Prev: 0.0%	561 SH	Increased+84 SH
TJX COS INC NEW	COM	$415K	0.1%Prev: 0.0%	2,596 SH	Increased+222 SH
TOLL BROTHERS INC	COM	$1.6M	0.2%	11,792 SH	New
TRANSOCEAN LTD	REGISTERED SHS	$83K	0.0%	12,547 SH	New
TRAVELERS COMPANIES INC	COM	$203K	0.0%Prev: 0.0%	696 SH	Decreased-206 SH
UBER TECHNOLOGIES INC	COM	$573K	0.1%Prev: 0.2%	7,969 SH	Decreased-6,422 SH
UNION PAC CORP	COM	$218K	0.0%Prev: 0.0%	898 SH	Decreased-166 SH
UNITEDHEALTH GROUP INC	COM	$1.1M	0.1%Prev: 0.3%	5,237 SH	Decreased+1,403 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$14.8M	1.9%Prev: 1.4%	295,300 SH	Increased+103,744 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$336K	0.0%Prev: 0.0%	4,561 SH	Increased+1,262 SH
VANGUARD INDEX FDS	GROWTH ETF	$6.5M	0.8%Prev: 0.7%	14,946 SH	Increased+1,127 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$340K	0.0%Prev: 0.0%	1,139 SH	Increased+1 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$768K	0.1%Prev: 0.1%	2,984 SH	Increased+288 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.4M	0.2%Prev: 0.2%	7,694 SH	Increased+444 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.8M	0.4%Prev: 0.4%	9,889 SH	Increased-886 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.4M	0.4%Prev: 0.6%	5,632 SH	Decreased-2,663 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.1M	0.3%Prev: 0.3%	7,895 SH	Increased-1,129 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$114.2M	14.8%Prev: 14.8%	355,863 SH	Increased-17,023 SH
VANGUARD INDEX FDS	VALUE ETF	$527K	0.1%Prev: 0.1%	2,688 SH	Increased+683 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$858K	0.1%Prev: 0.1%	15,865 SH	Increased+1,965 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.0M	0.1%Prev: 0.2%	20,085 SH	Decreased-11,584 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$835K	0.1%Prev: 0.1%	3,883 SH	Decreased-1,320 SH
VANGUARD STAR FDS	VG TL INTL STK F	$4.6M	0.6%Prev: 0.6%	59,499 SH	Increased-6,589 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$8.2M	1.1%Prev: 1.0%	128,648 SH	Increased-599 SH
VEEVA SYS INC	CL A COM	$203K	0.0%Prev: 0.0%	1,155 SH	Decreased+222 SH
VERIZON COMMUNICATIONS INC	COM	$432K	0.1%Prev: 0.1%	8,599 SH	Increased+943 SH
VISA INC	COM CL A	$3.5M	0.5%Prev: 0.6%	11,684 SH	Decreased-488 SH
W & T OFFSHORE INC	COM	$35K	0.0%	10,294 SH	New
WALMART INC	COM	$1.2M	0.2%Prev: 0.1%	9,927 SH	Increased+200 SH
WASTE MGMT INC DEL	COM	$255K	0.0%Prev: 0.0%	1,109 SH	Increased+146 SH
WELLS FARGO & CO	COM	$390K	0.1%	4,905 SH	New
WELLTOWER INC	COM	$266K	0.0%	1,347 SH	New
WILLIAMS COS INC	COM	$220K	0.0%	3,019 SH	New
WISDOMTREE TR	EM EX ST-OWNED	$334K	0.0%Prev: 0.0%	8,331 SH	Increased-1,108 SH
WISDOMTREE TR	INTL QULTY DIV	$17.4M	2.3%Prev: 2.1%	432,796 SH	Increased+21,108 SH
WISDOMTREE TR	US LARGECAP DIVD	$17.6M	2.3%Prev: 2.5%	197,288 SH	Increased-22,310 SH

Sold (vs prior filing)

ABBOTT LABS — $330K
ACCENTURE PLC IRELAND — $285K
AIR PRODS & CHEMS INC — $604K
AMERICAN INTL GROUP INC — $210K
AMPHENOL CORP NEW — $611K
BOOKING HOLDINGS INC — $207K
BOSTON SCIENTIFIC CORP — $252K
CHEVRON CORP NEW — $541K
CHIPOTLE MEXICAN GRILL INC — $238K
CHUBB LIMITED — $238K
COSTCO WHSL CORP NEW — $1.2M
CROWDSTRIKE HLDGS INC — $295K
DANAHER CORPORATION — $390K
DIMENSIONAL ETF TRUST — $212K
EQUINIX INC — $2.2M
HUBSPOT INC — $275K
HUMANA INC — $216K
INVESCO EXCH TRADED FD TR II — $5.7M
INVESCO EXCH TRD SLF IDX FD — $252K
INVESCO EXCH TRD SLF IDX FD — $366K
… and 36 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