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: $965.2M348 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$217K	0.0%	1,340 SH	New
ABBOTT LABORATORIES	COM	$775K	0.1%	8,539 SH	New
ABBVIE INC	COM	$2.0M	0.2%Prev: 0.2%	7,998 SH	Increased+593 SH
ADC THERAPEUTICS SA	SHS	$107K	0.0%	100,000 SH	New
ADOBE INC	COM	$357K	0.0%Prev: 0.1%	1,740 SH	Decreased+421 SH
ADVANCED ENERGY INDS	COM	$401K	0.0%	1,076 SH	New
ADVANCED MICRO DEVICES INC	COM	$4.8M	0.5%Prev: 0.1%	8,193 SH	Increased+652 SH
AGILENT TECHNOLOGIES INC	COM	$320K	0.0%	2,406 SH	New
AIR PRODUCTS AND CHEMICALS I	COM	$585K	0.1%	1,995 SH	New
ALLSTATE CORP	COM	$274K	0.0%	1,151 SH	New
ALPHABET INC	CAP STK CL A	$6.7M	0.7%Prev: 0.4%	18,709 SH	Increased+1,359 SH
ALPHABET INC	CAP STK CL C	$4.7M	0.5%Prev: 0.2%	13,423 SH	Increased+3,222 SH
ALTRIA GROUP INC	COM	$242K	0.0%	3,369 SH	New
AMAZON COM INC	COM	$6.6M	0.7%Prev: 0.8%	27,651 SH	Increased+841 SH
AMERICAN CENTY ETF TR	AVAN RE INTL ETF	$1.6M	0.2%	20,146 SH	New
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$280K	0.0%	2,902 SH	New
AMERICAN CENTY ETF TR	INTL EQT ETF	$769K	0.1%	8,618 SH	New
AMERICAN CENTY ETF TR	US EQT ETF	$4.4M	0.5%	34,245 SH	New
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$789K	0.1%	8,648 SH	New
AMERICAN CENTY ETF TR	US SML CP VALU	$16.2M	1.7%Prev: 1.4%	130,028 SH	Increased+7,776 SH
AMERICAN EXPRESS CO	COM	$664K	0.1%Prev: 0.1%	1,962 SH	Increased+469 SH
AMERIPRISE FINL INC	COM	$243K	0.0%Prev: 0.0%	529 SH	Decreased+22 SH
AMETEK INC	COM	$827K	0.1%	3,419 SH	New
AMGEN INC	COM	$4.7M	0.5%Prev: 1.0%	12,937 SH	Decreased-13,590 SH
AMPHENOL CORP	CL A	$717K	0.1%	4,068 SH	New
ANALOG DEVICES INC	COM	$809K	0.1%Prev: 0.1%	2,036 SH	Increased-176 SH
AON PLC	SHS CL A	$384K	0.0%	1,159 SH	New
APPLE INC	COM	$20.7M	2.1%Prev: 1.8%	71,400 SH	Increased+3,319 SH
APPLIED MATLS INC	COM	$2.0M	0.2%Prev: 0.0%	2,706 SH	Increased+1,479 SH
APPLOVIN CORP	COM CL A	$438K	0.0%Prev: 0.0%	851 SH	Increased-70 SH
ARCOSA INC	COM	$351K	0.0%	2,417 SH	New
ARISTA NETWORKS INC	COM SHS	$440K	0.0%	2,589 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$750K	0.1%	377 SH	New
ASTRAZENECA PLC	ORD	$254K	0.0%	1,337 SH	New
AT&T INC	COM	$348K	0.0%Prev: 0.0%	16,805 SH	Decreased+3,918 SH
ATMOS ENERGY CORP	COM	$683K	0.1%	3,962 SH	New
AVERY DENNISON CORP	COM	$591K	0.1%	3,638 SH	New
BANK OF AMER CORP	COM	$1.2M	0.1%	20,440 SH	New
BANK OF NY MELLON CORP	COM	$398K	0.0%	2,754 SH	New
BECTON DICKINSON & CO	COM	$282K	0.0%	1,862 SH	New
BELDEN INC	COM	$206K	0.0%	1,721 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.6M	0.4%Prev: 0.4%	7,113 SH	Increased+572 SH
BITWISE 10 CRYPTO INDEX ETF	UNIT BENEFICIAL	$518K	0.1%	13,792 SH	New
BJS WHSL CLUB HLDGS INC	COM	$301K	0.0%	3,452 SH	New
BLACKROCK INC	COM	$337K	0.0%Prev: 0.0%	350 SH	Decreased-12 SH
BLACKSTONE INC	COM	$639K	0.1%Prev: 0.1%	5,431 SH	Decreased-637 SH
BLEND LABS INC	CL A	$54K	0.0%Prev: 0.0%	31,544 SH	Decreased+183 SH
BOEING CO	COM	$315K	0.0%Prev: 0.0%	1,454 SH	Increased+246 SH
BOOKING HOLDINGS INC	COM	$400K	0.0%Prev: 0.0%	2,246 SH	Increased+2,201 SH
BORGWARNER INC	COM	$956K	0.1%	14,400 SH	New
BRINKS CO	COM	$354K	0.0%	3,751 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$230K	0.0%	3,987 SH	New
BROADCOM INC	COM	$5.1M	0.5%Prev: 0.3%	13,415 SH	Increased+4,275 SH
BROOKFIELD CORP	CL A LTD VT SH	$366K	0.0%	8,583 SH	New
CADENCE DESIGN SYSTEM INC	COM	$292K	0.0%	779 SH	New
CAMBRIA ETF TR	SHSHLD YIELD ETF	$29.6M	3.1%Prev: 3.1%	374,169 SH	Increased+8,097 SH
CANADIAN NATL RY CO	COM	$502K	0.1%	4,213 SH	New
CAPITAL ONE FINL CORP	COM	$404K	0.0%Prev: 0.0%	2,014 SH	Increased+241 SH
CARDINAL HEALTH INC	COM	$784K	0.1%	3,300 SH	New
CARLISLE COS INC	COM	$587K	0.1%	1,619 SH	New
CARRIER GLOBAL CORPORATION	COM	$258K	0.0%	3,522 SH	New
CASELLA WASTE SYS INC	CL A	$210K	0.0%	2,163 SH	New
CATERPILLAR INC	COM	$859K	0.1%Prev: 0.0%	806 SH	Increased+181 SH
CHEVRON CORPORATION	COM	$1.2M	0.1%	7,278 SH	New
CHUBB LIMITED	COM	$733K	0.1%Prev: 0.0%	2,151 SH	Increased+1,340 SH
CISCO SYS INC	COM	$2.2M	0.2%Prev: 0.1%	18,383 SH	Increased+9,176 SH
CITIGROUP INC	COM NEW	$1.2M	0.1%	8,790 SH	New
CLEAN HARBORS INC	COM	$817K	0.1%	2,735 SH	New
COCA COLA CO	COM	$748K	0.1%Prev: 0.1%	9,207 SH	Increased+120 SH
COLGATE PALMOLIVE CO	COM	$1.8M	0.2%Prev: 0.3%	19,211 SH	Decreased-5,420 SH
COLUMBIA BKG SYS INC	COM	$862K	0.1%	26,900 SH	New
COMFORT SYS USA INC	COM	$200K	0.0%	101 SH	New
COMPASS INC	CL A	$2.8M	0.3%Prev: 0.2%	229,678 SH	Increased+855 SH
CONSOLIDATED EDISON INC	COM	$455K	0.0%Prev: 0.0%	4,117 SH	Increased+366 SH
CONSTRUCTION PARTNERS INC	COM CL A	$302K	0.0%	2,539 SH	New
CORNING INC	COM	$316K	0.0%	1,238 SH	New
COSTCO WHOLESALE CORPORATION	COM	$1.2M	0.1%	1,272 SH	New
CRH PLC	ORD	$339K	0.0%	3,170 SH	New
CSX CORP	COM	$820K	0.1%Prev: 0.1%	17,252 SH	Increased-1,779 SH
CUMMINS INC	COM	$243K	0.0%	341 SH	New
CURTISS WRIGHT CORP	COM	$630K	0.1%	832 SH	New
CVB FINL CORP	COM	$303K	0.0%	13,424 SH	New
CVS HEALTH CORP	COM	$734K	0.1%Prev: 0.0%	7,093 SH	Increased+4,155 SH
DANAHER CORP DEL	COM	$352K	0.0%	1,846 SH	New
DEERE & CO	COM	$231K	0.0%	364 SH	New
DELL TECHNOLOGIES INC	CL C	$290K	0.0%	671 SH	New
DELTA AIR LINES INC	COM NEW	$1.4M	0.1%	14,721 SH	New
DEXCOM INC	COM	$421K	0.0%Prev: 0.1%	6,253 SH	Decreased+267 SH
DIMENSIONAL ETF TRUST	CORE FIXE IN ETF	$18.7M	1.9%	442,818 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$563K	0.1%	13,990 SH	New
DIMENSIONAL ETF TRUST	INTERNATIONAL	$2.8M	0.3%Prev: 0.3%	61,850 SH	Increased-3,014 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$2.4M	0.2%	58,048 SH	New
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$1.5M	0.2%	34,320 SH	New
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$6.3M	0.7%	122,778 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.9M	0.2%Prev: 0.0%	48,571 SH	Increased+45,015 SH
DISNEY WALT CO	COM	$465K	0.0%Prev: 0.1%	4,831 SH	Decreased+73 SH
DORMAN PRODS INC	COM	$204K	0.0%	1,497 SH	New
DTE ENERGY CO	COM	$231K	0.0%	1,519 SH	New
DUKE ENERGY CORP NEW	COM NEW	$429K	0.0%Prev: 0.0%	3,389 SH	Increased+553 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$3.1M	0.3%	26,053 SH	New
EA SERIES TRUST	ALPHA ARCHITECT	$5.9M	0.6%	105,020 SH	New
EA SERIES TRUST	INTL QUAN VALUE	$43.2M	4.5%Prev: 4.9%	1,268,919 SH	Increased-83,927 SH
EA SERIES TRUST	SPAR INT VAL ETF	$31.3M	3.2%	747,367 SH	New
EA SERIES TRUST	US QUAN MOMENTUM	$32.4M	3.4%Prev: 3.4%	411,612 SH	Increased+4,784 SH
EATON CORP PLC	SHS	$949K	0.1%Prev: 0.0%	2,228 SH	Increased+1,240 SH
EBAY INC.	COM	$214K	0.0%	1,918 SH	New
EDWARDS LIFESCIENCES CORP	COM	$206K	0.0%	2,276 SH	New
ELEDON PHARMACEUTICALS INC	COM	$56K	0.0%	14,143 SH	New
ELEMENT SOLUTIONS INC	COM	$591K	0.1%	12,372 SH	New
ELI LILLY & CO	COM	$2.1M	0.2%Prev: 0.2%	1,757 SH	Increased+227 SH
EMERSON ELEC CO	COM	$398K	0.0%Prev: 0.0%	2,780 SH	Increased+551 SH
ENTERGY CORP NEW	COM	$216K	0.0%	1,880 SH	New
EOG RES INC	COM	$1.1M	0.1%	8,616 SH	New
EPLUS INC	COM	$206K	0.0%	2,477 SH	New
ESCO TECHNOLOGIES INC	COM	$515K	0.1%	1,472 SH	New
EXTRA SPACE STORAGE INC	COM	$359K	0.0%	2,471 SH	New
EXXON MOBIL CORP	COM	$1.7M	0.2%Prev: 0.1%	12,544 SH	Increased+3,230 SH
FERRARI N V	COM	$307K	0.0%	824 SH	New
FLOWSERVE CORP	COM	$590K	0.1%	7,955 SH	New
FORTINET INC	COM	$212K	0.0%	1,383 SH	New
FRANCO NEV CORP	COM	$422K	0.0%	2,023 SH	New
GE AEROSPACE	COM NEW	$1.2M	0.1%Prev: 0.1%	3,270 SH	Increased+990 SH
GE VERNOVA INC	COM	$882K	0.1%Prev: 0.0%	751 SH	Increased+187 SH
GENERAL DYNAMICS CORP	COM	$331K	0.0%Prev: 0.0%	933 SH	Increased+3 SH
GENERAL MTRS CO	COM	$234K	0.0%	3,040 SH	New
GILEAD SCIENCES INC	COM	$691K	0.1%Prev: 0.1%	5,473 SH	Increased+1,878 SH
GLACIER BANCORP INC NEW	COM	$424K	0.0%	8,220 SH	New
GOLDMAN SACHS GROUP INC	COM	$1.5M	0.2%Prev: 0.1%	1,505 SH	Increased+715 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$364K	0.0%Prev: 0.0%	7,993 SH	Increased+5,205 SH
HAEMONETICS CORP MASS	COM	$223K	0.0%	2,970 SH	New
HARTFORD INSURANCE GROUP INC	COM	$207K	0.0%	1,564 SH	New
HERSHEY CO	COM	$336K	0.0%	1,914 SH	New
HOME DEPOT INC	COM	$1.2M	0.1%Prev: 0.1%	3,270 SH	Increased+622 SH
HONEYWELL AEROSPACE INC	COM	$431K	0.0%	1,949 SH	New
HONEYWELL INTL INC	COM	$444K	0.0%Prev: 0.1%	1,983 SH	Decreased-454 SH
HUMANA INC	COM	$442K	0.0%Prev: 0.0%	1,112 SH	Increased+292 SH
ICU MED INC	COM	$243K	0.0%	1,657 SH	New
IDEXX LABS INC	COM	$507K	0.1%Prev: 0.1%	963 SH	Increased+99 SH
ILLINOIS TOOL WKS INC	COM	$296K	0.0%	1,096 SH	New
INDEPENDENT BK CORP MASS	COM	$221K	0.0%	2,645 SH	New
INSTALLED BLDG PRODS INC	COM	$246K	0.0%	1,071 SH	New
INSULET CORP	COM	$241K	0.0%Prev: 0.1%	1,586 SH	Decreased+108 SH
INTEL CORP	COM	$982K	0.1%	7,030 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$819K	0.1%Prev: 0.1%	2,911 SH	Increased+444 SH
INTUIT	COM	$271K	0.0%Prev: 0.1%	1,038 SH	Decreased+179 SH
INTUITIVE SURGICAL INC	COM NEW	$693K	0.1%Prev: 0.1%	1,742 SH	Decreased-338 SH
INVESCO EXCH TRADED FD TR II	BLOO EN ANGE ETF	$5.9M	0.6%	320,350 SH	New
INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$717K	0.1%Prev: 0.1%	9,485 SH	Increased+912 SH
INVESCO EXCH TRADED FD TR II	RAFI EMRGNG MRKT	$487K	0.1%Prev: 0.1%	17,471 SH	Increased-746 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$636K	0.1%Prev: 0.1%	11,779 SH	Increased+156 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$694K	0.1%Prev: 0.1%	12,442 SH	Increased-555 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.5M	0.2%Prev: 0.0%	6,826 SH	Increased+5,307 SH
INVESCO QQQ TR	UNIT SER 1	$3.7M	0.4%Prev: 0.3%	5,054 SH	Increased+534 SH
ISHARES GOLD TR	ISHARES NEW	$288K	0.0%Prev: 0.0%	3,810 SH	Increased
ISHARES INC	CORE MSCI EMKT	$611K	0.1%Prev: 0.1%	7,372 SH	Increased-1,332 SH
ISHARES INC	MSCI SWITZERLAND	$261K	0.0%	4,146 SH	New
ISHARES TR	0-3 MTH TREASURY	$698K	0.1%	6,937 SH	New
ISHARES TR	CORE MSCI EAFE	$51.4M	5.3%Prev: 6.3%	532,594 SH	Increased-48,222 SH
ISHARES TR	CORE MSCI TOTAL	$2.6M	0.3%Prev: 0.3%	26,994 SH	Increased-1,942 SH
ISHARES TR	CORE S&P MCP ETF	$2.0M	0.2%Prev: 0.3%	25,391 SH	Decreased-7,102 SH
ISHARES TR	CORE S&P SCP ETF	$2.6M	0.3%Prev: 0.3%	17,635 SH	Increased-2,287 SH
ISHARES TR	CORE S&P US GWT	$314K	0.0%Prev: 0.0%	1,668 SH	Decreased-439 SH
ISHARES TR	CORE S&P500 ETF	$15.4M	1.6%Prev: 1.5%	20,525 SH	Increased+2,110 SH
ISHARES TR	CORE US AGGBD ET	$628K	0.1%Prev: 0.1%	6,349 SH	Decreased-3,071 SH
ISHARES TR	EAFE GRWTH ETF	$6.3M	0.6%Prev: 0.8%	50,284 SH	Increased-1,733 SH
ISHARES TR	EAFE VALUE ETF	$2.9M	0.3%Prev: 0.3%	37,314 SH	Increased-582 SH
ISHARES TR	ESG AW MSCI EAFE	$220K	0.0%Prev: 0.0%	2,135 SH	Increased-135 SH
ISHARES TR	ESG EAFE ETF	$1.5M	0.2%Prev: 0.2%	17,654 SH	Increased+325 SH
ISHARES TR	ESG MSCI KLD ETF	$2.4M	0.3%	17,168 SH	New
ISHARES TR	INTL SEL DIV ETF	$248K	0.0%	5,990 SH	New
ISHARES TR	JPMORGAN USD EMG	$228K	0.0%	2,365 SH	New
ISHARES TR	MSCI EAFE ETF	$763K	0.1%Prev: 0.1%	7,346 SH	Increased-423 SH
ISHARES TR	MSCI EMG MKT ETF	$791K	0.1%Prev: 0.1%	11,568 SH	Increased-288 SH
ISHARES TR	NATIONAL MUN ETF	$13.2M	1.4%Prev: 1.8%	123,079 SH	Decreased-10,236 SH
ISHARES TR	RUS 1000 ETF	$269K	0.0%Prev: 0.1%	656 SH	Decreased-573 SH
ISHARES TR	RUS 1000 GRW ETF	$2.0M	0.2%Prev: 0.4%	16,029 SH	Decreased+9,333 SH
ISHARES TR	RUS 1000 VAL ETF	$1.9M	0.2%	7,953 SH	New
ISHARES TR	RUS MD CP GR ETF	$1.0M	0.1%Prev: 0.1%	6,856 SH	Increased-190 SH
ISHARES TR	RUS MDCP VAL ETF	$961K	0.1%Prev: 0.1%	5,836 SH	Increased-297 SH
ISHARES TR	RUS MID CAP ETF	$371K	0.0%Prev: 0.0%	3,360 SH	Increased
ISHARES TR	RUS TP200 GR ETF	$618K	0.1%Prev: 0.1%	2,126 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$2.9M	0.3%Prev: 0.3%	9,701 SH	Increased-821 SH
ISHARES TR	RUSSELL 3000 ETF	$475K	0.0%Prev: 0.1%	1,115 SH	Increased+7 SH
ISHARES TR	SHRT NAT MUN ETF	$527K	0.1%Prev: 0.1%	4,954 SH	Decreased-1,802 SH
ISHARES TR	TRUST ISHARE 0-1	$380K	0.0%	3,440 SH	New
ISHARES TR	ULTRA SHORT DUR	$312K	0.0%	6,159 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$5.4M	0.6%	105,003 SH	New
JANUS INTERNATIONAL GROUP IN	COMMON STOCK	$70K	0.0%	12,559 SH	New
JOHNSON & JOHNSON	COM	$3.1M	0.3%Prev: 0.1%	12,023 SH	Increased+5,121 SH
JOHNSON CONTROLS INTERNATION	SHS	$300K	0.0%	2,056 SH	New
JPMORGAN CHASE & CO	COM	$4.4M	0.5%	13,585 SH	New
KEYSIGHT TECHNOLOGIES INC	COM	$267K	0.0%	763 SH	New
KLA CORP	COM NEW	$725K	0.1%	2,402 SH	New
LAKELAND FINL CORP	COM	$206K	0.0%	3,340 SH	New
LAM RESEARCH CORP	COM NEW	$927K	0.1%	2,140 SH	New
LENNAR CORP	CL A	$522K	0.1%	5,766 SH	New
LINDE PLC	SHS	$802K	0.1%Prev: 0.0%	1,546 SH	Increased+764 SH
LITTELFUSE INC	COM	$234K	0.0%	515 SH	New
LOWES COS INC	COM	$236K	0.0%Prev: 0.0%	1,073 SH	Decreased-29 SH
MAGNOLIA OIL & GAS CORP	CL A	$210K	0.0%	8,213 SH	New
MARSH & MCLENNAN COS INC	COM	$372K	0.0%	2,232 SH	New
MARTIN MARIETTA MATLS INC	COM	$430K	0.0%	745 SH	New
MARVELL TECHNOLOGY INC	COM	$413K	0.0%	1,385 SH	New
MASTERCARD INCORPORATED	CL A	$1.7M	0.2%Prev: 0.3%	3,345 SH	Decreased-262 SH
MCDONALDS CORP	COM	$1.0M	0.1%Prev: 0.1%	3,876 SH	Increased+1,814 SH
MCKESSON CORP	COM	$281K	0.0%Prev: 0.0%	372 SH	Increased+61 SH
MERCADOLIBRE INC	COM	$638K	0.1%Prev: 0.0%	376 SH	Increased+260 SH
MERCK & CO INC	COM	$728K	0.1%Prev: 0.0%	5,669 SH	Increased+1,027 SH
META PLATFORMS INC	CL A	$5.8M	0.6%Prev: 0.8%	10,259 SH	Decreased+2,262 SH
METTLER TOLEDO INTERNATIONAL	COM	$367K	0.0%Prev: 0.0%	287 SH	Increased+6 SH
MICRON TECHNOLOGY INC	COM	$5.4M	0.6%Prev: 0.1%	4,685 SH	Increased+906 SH
MICROSOFT CORP	COM	$10.3M	1.1%Prev: 1.8%	27,690 SH	Decreased+305 SH
MODINE MFG CO	COM	$202K	0.0%	758 SH	New
MONOLITHIC PWR SYS INC	COM	$263K	0.0%	190 SH	New
MORGAN STANLEY	COM NEW	$450K	0.0%Prev: 0.0%	2,151 SH	Increased+334 SH
MURPHY USA INC	COM	$611K	0.1%	1,134 SH	New
NATIONAL GRID PLC	SPONSORED ADR NE	$223K	0.0%	2,692 SH	New
NETAPP INC	COM	$339K	0.0%	2,191 SH	New
NETFLIX INC.	COM	$796K	0.1%	11,143 SH	New
NEXTERA ENERGY INC	COM	$661K	0.1%Prev: 0.0%	7,535 SH	Increased+2,637 SH
NU HLDGS LTD	ORD SHS CL A	$226K	0.0%	16,883 SH	New
NUSHARES ETF TR	NUVEEN ESG LRGCP	$2.5M	0.3%Prev: 0.3%	21,333 SH	Increased-2,420 SH
NUSHARES ETF TR	NUVEEN ESG LRGVL	$2.2M	0.2%Prev: 0.2%	44,588 SH	Increased+709 SH
NUSHARES ETF TR	NUVEEN ESG MIDCP	$1.2M	0.1%Prev: 0.2%	25,072 SH	Decreased+590 SH
NUSHARES ETF TR	NUVEEN ESG MIDVL	$1.3M	0.1%Prev: 0.1%	28,990 SH	Increased+1,505 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$1.7M	0.2%Prev: 0.2%	32,305 SH	Increased+1,519 SH
NVIDIA CORPORATION	COM	$15.9M	1.7%Prev: 1.5%	79,631 SH	Increased+4,226 SH
OLD NATL BANCORP IND	COM	$299K	0.0%	11,558 SH	New
OMEGA HEALTHCARE INVS INC	COM	$461K	0.0%	9,674 SH	New
ONEOK INC NEW	COM	$410K	0.0%Prev: 0.1%	4,719 SH	Decreased-698 SH
ORACLE CORP	COM	$975K	0.1%Prev: 0.2%	6,651 SH	Decreased+950 SH
ORIGIN BANCORP INC	COM	$219K	0.0%	4,280 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$751K	0.1%Prev: 0.1%	6,434 SH	Decreased-59 SH
PALO ALTO NETWORKS INC	COM	$462K	0.0%	1,355 SH	New
PARKER-HANNIFIN CORP	COM	$370K	0.0%Prev: 0.0%	378 SH	Increased-10 SH
PEPSICO INC	COM	$367K	0.0%Prev: 0.0%	2,709 SH	Increased+923 SH
PFIZER INC	COM	$302K	0.0%Prev: 0.1%	12,536 SH	Decreased-5,399 SH
PHILIP MORRIS INTL INC	COM	$481K	0.0%Prev: 0.1%	2,659 SH	Increased+90 SH
PINNACLE FINL PARTNERS INC	COM	$465K	0.0%	4,611 SH	New
PLEXUS CORP	COM	$435K	0.0%	1,446 SH	New
PNC FINL SVCS GROUP INC	COM	$970K	0.1%	3,939 SH	New
PRIMO BRANDS CORPORATION	CLASS A COM SHS	$419K	0.0%	17,133 SH	New
PROCTER & GAMBLE CO	COM	$842K	0.1%	5,745 SH	New
PROGRESSIVE CORP	COM	$296K	0.0%Prev: 0.0%	1,354 SH	Decreased+190 SH
PUBLIC SVC ENTERPRISE GROUP	COM	$318K	0.0%	3,914 SH	New
QNITY ELECTRONICS INC	COMMON STOCK	$461K	0.0%	2,823 SH	New
QUALCOMM INC	COM	$396K	0.0%Prev: 0.1%	2,141 SH	Decreased-603 SH
QUANTA SVCS INC	COM	$244K	0.0%	339 SH	New
RALPH LAUREN CORP	CL A	$479K	0.0%	1,193 SH	New
RAYMOND JAMES FINL INC	COM	$682K	0.1%Prev: 0.0%	4,488 SH	Increased+2,416 SH
RAYONIER INC	COM	$292K	0.0%	13,735 SH	New
RBB FD INC	F/M US TREASURY	$9.7M	1.0%	194,142 SH	New
RBB FD INC	US TRSRY 6 MNTH	$240K	0.0%Prev: 0.1%	4,797 SH	Decreased-7,907 SH
ROCKWELL AUTOMATION INC	COM	$651K	0.1%Prev: 0.0%	1,315 SH	Increased+224 SH
ROSS STORES INC	COM	$264K	0.0%	1,238 SH	New
ROYAL CARIBBEAN GROUP	COM	$798K	0.1%Prev: 0.0%	2,513 SH	Increased+1,653 SH
RTX CORPORATION	COM	$1.3M	0.1%Prev: 0.1%	7,075 SH	Increased+1,931 SH
S&P GLOBAL INC	COM	$211K	0.0%Prev: 0.0%	519 SH	Decreased+24 SH
SAIA INC	COM	$485K	0.1%	1,151 SH	New
SALESFORCE INC	COM	$353K	0.0%Prev: 0.1%	2,254 SH	Decreased+148 SH
SANDISK CORP	COM	$468K	0.0%	206 SH	New
SCHWAB CHARLES CORP	COM	$200K	0.0%	2,171 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$699K	0.1%Prev: 0.1%	13,250 SH	Increased-989 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$970K	0.1%Prev: 0.1%	31,179 SH	Increased-228 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$29.8M	3.1%Prev: 2.7%	1,076,142 SH	Increased+130,852 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$17.5M	1.8%Prev: 2.2%	756,987 SH	Increased+32,196 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$544K	0.1%Prev: 0.1%	18,775 SH	Increased+380 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.0M	0.3%Prev: 0.3%	94,514 SH	Increased-1,496 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$14.3M	1.5%Prev: 1.7%	421,950 SH	Increased-28,806 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$303K	0.0%Prev: 0.1%	8,701 SH	Decreased-12,064 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$12.1M	1.3%Prev: 1.4%	412,375 SH	Increased-18,090 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$3.5M	0.4%Prev: 0.4%	94,251 SH	Increased-13,913 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$3.2M	0.3%Prev: 0.3%	87,893 SH	Increased-925 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$896K	0.1%	929 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$244K	0.0%	1,282 SH	New
SERVICENOW INC	COM	$494K	0.1%Prev: 0.1%	4,971 SH	Decreased+4,064 SH
SHELL PLC	SPON ADS	$821K	0.1%	10,594 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$218K	0.0%Prev: 0.1%	1,908 SH	Decreased-6,072 SH
SOUTHERN CO	COM	$265K	0.0%Prev: 0.0%	2,771 SH	Increased+332 SH
SPDR GOLD TR	GOLD SHS	$1.1M	0.1%	2,934 SH	New
SPDR INDEX SHS FDS	ST STR EU 50 ETF	$402K	0.0%	5,851 SH	New
SPDR SERIES TRUST	ST NUVE HIGH ETF	$28.9M	3.0%	1,137,661 SH	New
SPDR SERIES TRUST	ST STR NUVEE ETF	$20.6M	2.1%	449,303 SH	New
SPDR SERIES TRUST	ST STR P400MID	$687K	0.1%	10,165 SH	New
STANDEX INTL CORP	COM	$457K	0.0%	1,279 SH	New
STARBUCKS CORP	COM	$224K	0.0%	2,196 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$358K	0.0%	685 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$6.8M	0.7%	9,148 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$2.6M	0.3%	3,649 SH	New
STRYKER CORPORATION	COM	$320K	0.0%Prev: 0.0%	1,015 SH	Increased+509 SH
T3 DEFENSE INC	COM NEW	$2K	0.0%	14,600 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$784K	0.1%	1,641 SH	New
TAPESTRY INC	COM	$302K	0.0%	2,064 SH	New
TARGET CORP	COM	$543K	0.1%	4,158 SH	New
TD SYNNEX CORPORATION	COM	$1.1M	0.1%	4,217 SH	New
TESLA INC	COM	$2.7M	0.3%Prev: 0.7%	6,324 SH	Decreased-11,083 SH
TEXAS INSTRS INC	COM	$471K	0.0%Prev: 0.0%	1,580 SH	Increased+614 SH
TEXTRON INC	COM	$205K	0.0%	2,234 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$277K	0.0%	553 SH	New
TIDAL TRUST I	SOFI SELECT 500	$217K	0.0%	1,455 SH	New
TJX COS INC NEW	COM	$463K	0.0%Prev: 0.0%	3,058 SH	Increased+605 SH
TOLL BROTHERS INC	COM	$1.9M	0.2%	11,828 SH	New
TRANE TECHNOLOGIES PLC	SHS	$243K	0.0%Prev: 0.0%	494 SH	Increased+22 SH
TRANSOCEAN LTD	REGISTERED SHS	$62K	0.0%Prev: 0.0%	12,604 SH	Increased+1,024 SH
TRAVELERS COMPANIES INC	COM	$274K	0.0%Prev: 0.0%	831 SH	Increased-31 SH
TWILIO INC	CL A	$381K	0.0%	1,848 SH	New
UBER TECHNOLOGIES INC	COM	$211K	0.0%Prev: 0.2%	2,923 SH	Decreased-9,610 SH
UNION PAC CORP	COM	$708K	0.1%	2,603 SH	New
UNITED BANKSHARES INC WEST V	COM	$351K	0.0%	7,664 SH	New
UNITEDHEALTH GROUP INC	COM	$2.2M	0.2%Prev: 0.2%	5,403 SH	Increased-228 SH
US FOODS HLDG CORP	COM	$927K	0.1%	9,063 SH	New
VALLEY NATL BANCORP	COM	$1.0M	0.1%	69,120 SH	New
VANECK ETF TRUST	HIGH YLD MUNIETF	$15.4M	1.6%Prev: 1.5%	299,809 SH	Increased+69,197 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$273K	0.0%Prev: 0.0%	3,720 SH	Increased+418 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$238K	0.0%	966 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$7.7M	0.8%Prev: 0.9%	89,754 SH	Increased+74,407 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$392K	0.0%Prev: 0.0%	1,139 SH	Increased+1 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$900K	0.1%Prev: 0.1%	2,940 SH	Decreased-390 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.5M	0.2%Prev: 0.2%	7,635 SH	Increased-416 SH
VANGUARD INDEX FDS	MID CAP ETF	$3.2M	0.3%Prev: 0.4%	39,478 SH	Increased+28,490 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.6M	0.4%Prev: 0.5%	5,194 SH	Decreased-1,852 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.4M	0.2%Prev: 0.3%	7,945 SH	Increased-653 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$133.9M	13.9%Prev: 15.5%	361,842 SH	Increased-30,839 SH
VANGUARD INDEX FDS	VALUE ETF	$537K	0.1%Prev: 0.0%	2,464 SH	Increased+464 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$926K	0.1%Prev: 0.1%	15,513 SH	Increased+1,613 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$960K	0.1%Prev: 0.2%	18,980 SH	Decreased-4,660 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$909K	0.1%Prev: 0.1%	3,841 SH	Decreased-1,362 SH
VANGUARD STAR FDS	VG TL INTL STK F	$5.1M	0.5%Prev: 0.6%	59,570 SH	Increased-4,100 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$9.3M	1.0%Prev: 1.0%	130,065 SH	Increased+979 SH
VEEVA SYS INC	CL A COM	$201K	0.0%Prev: 0.0%	1,133 SH	Decreased+230 SH
VERISK ANALYTICS INC	COM	$375K	0.0%	2,089 SH	New
VERIZON COMMUNICATIONS INC	COM	$369K	0.0%Prev: 0.0%	8,710 SH	Increased+1,800 SH
VISA INC	COM CL A	$4.4M	0.5%Prev: 0.6%	12,756 SH	Increased+586 SH
W & T OFFSHORE INC	COM	$32K	0.0%Prev: 0.0%	10,103 SH	Increased-3,012 SH
WALMART INC	COM	$1.6M	0.2%Prev: 0.1%	13,701 SH	Increased+3,871 SH
WASTE CONNECTIONS INC	COM	$433K	0.0%	2,600 SH	New
WASTE MGMT INC DEL	COM	$244K	0.0%Prev: 0.0%	1,093 SH	Increased+120 SH
WELLS FARGO & CO	COM	$514K	0.1%	6,220 SH	New
WELLTOWER INC	COM	$316K	0.0%Prev: 0.0%	1,392 SH	Increased+53 SH
WESTERN DIGITAL CORP	COM	$365K	0.0%	572 SH	New
WILEY JOHN & SONS INC	CL A	$239K	0.0%	4,930 SH	New
WILLIAMS COS INC	COM	$972K	0.1%	13,069 SH	New
WISDOMTREE TR	EM EX ST-OWNED	$410K	0.0%Prev: 0.0%	8,331 SH	Increased
WISDOMTREE TR	INTL QULTY DIV	$19.6M	2.0%Prev: 2.2%	454,107 SH	Increased+28,151 SH
WISDOMTREE TR	US LARGECAP DIVD	$19.1M	2.0%Prev: 2.3%	198,080 SH	Increased-15,347 SH
WISDOMTREE TR	US SMALLCAP DIVD	$216K	0.0%	5,299 SH	New
WP CAREY INC	COM	$243K	0.0%	3,398 SH	New
ZEBRA TECHNOLOGIES CORPORATI	CL A	$547K	0.1%Prev: 0.0%	2,077 SH	Increased+1,366 SH

Sold (vs prior filing)

ABBOTT LABS — $373K
ACCENTURE PLC IRELAND — $215K
AIR PRODS & CHEMS INC — $578K
AMERICAN CENTY ETF TR — $1.4M
AMPHENOL CORP NEW — $1.2M
BANK AMERICA CORP — $645K
BANK NEW YORK MELLON CORP — $268K
BOSTON SCIENTIFIC CORP — $270K
CARVANA CO — $244K
CHEVRON CORP NEW — $402K
CHIPOTLE MEXICAN GRILL INC — $266K
COMCAST CORP NEW — $290K
COSTCO WHSL CORP NEW — $1.2M
CROWDSTRIKE HLDGS INC — $434K
DANAHER CORPORATION — $333K
DIMENSIONAL ETF TRUST — $17.2M
DIMENSIONAL ETF TRUST — $1.2M
EA SERIES TRUST — $25.1M
EQUINIX INC — $2.1M
HUBSPOT INC — $233K
… and 31 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