Revolve Wealth Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 15, 2024), Revolve Wealth Partners, LLC reported 181 stock positions worth $585.3 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 16.2% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 6.4%) and Alpha Archi Intl QT Vlu ETF (IVAL, 5.2%). Compared with Q4 2023, it opened 23 new positions, sold out of 1, added to 107 and reduced 37. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +46%) and the biggest sale Schwab Intl Equity ETF (SCHF, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- Hackensack, NJ
- CIK
- 0001808992
- Portfolio Value
- $585.3M (Q1 2024)
- SEC Filing
- 0001808992-24-000002 ↗ filed Apr 15, 2024
Holdings Value
Holdings 181 stocks · $585.3M
| VTI VG Morningstar TS MKT ETF-US | 16.17% | 364,219 | $94.7M | Reduce -0.1% |
| IEFA iShares Core MSCI Eafe ETF | 6.38% | 502,840 | $37.3M | Add +45.6% |
| IVAL Alpha Archi Intl QT Vlu ETF | 5.21% | 1,130,762 | $30.5M | Add +4.2% |
| HYMB SS SPDR N Ice HY Muni ETF | 4.07% | 927,730 | $23.8M | Add +17.3% |
| TBIL F/M US Treasury 3 Month Bill | 3.82% | 447,118 | $22.4M | Reduce -2.3% |
| QMOM Alpha US Quant Mom ETF | 3.66% | 362,555 | $21.4M | Add +2.0% |
| SYLD Cambria Shareholder Yield Et | 3.38% | 269,955 | $19.8M | Add +3.2% |
| ITAN Sparkline Intangible Val ETF | 3.28% | 661,548 | $19.2M | Add +2.4% |
| TFI SS SPDR N Ice Muni Bond ETF | 2.80% | 352,025 | $16.4M | Add +14.4% |
| DLN Wisdomtree US Largecap Divid | 2.69% | 218,300 | $15.8M | Reduce -0.4% |
| SCHF Schwab Intl Equity ETF | 2.48% | 371,480 | $14.5M | Reduce -17.8% |
| SCHZ Schwab US Aggregate Bond ETF | 2.21% | 281,529 | $13.0M | Add +3.6% |
| MUB iShares National Muni Bond E | 2.11% | 114,983 | $12.4M | Add +2.7% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 2.07% | 318,721 | $12.1M | Add +22.0% |
| SCHG Schwab US Large-Cap Growth | 1.89% | 119,012 | $11.0M | Add +0.5% |
| SCHX Schwab US Large-Cap ETF | 1.87% | 176,001 | $10.9M | Reduce -0.1% |
| AAPL Apple Inc. | 1.79% | 61,085 | $10.5M | Reduce -1.7% |
| MSFT Microsoft Corp. | 1.70% | 23,588 | $9.9M | Add +4.6% |
| IVV iShares Core S&P 500 ETF | 1.69% | 18,793 | $9.9M | Reduce -0.5% |
| AVUV Avantis US Small Cap Value | 1.54% | 96,420 | $9.0M | Add +4.7% |
| HYD Vaneck High Yield Muni ETF | 1.52% | 170,211 | $8.9M | Add +2.9% |
| AMZN Amazon.com Inc. | 1.28% | 41,616 | $7.5M | Add +1.6% |
| NVDA Nvidia Corp. | 1.20% | 7,750 | $7.0M | Add +10.2% |
| AMGN Amgen Inc. | 0.84% | 17,359 | $4.9M | Reduce -0.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.82% | 46,474 | $4.8M | Reduce -16.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.80% | 13,565 | $4.7M | Reduce -1.6% |
| IFLN Invesco Bloomberg Enhanced F | 0.75% | 243,351 | $4.4M | Add +2.3% |
| META Meta Platforms Inc. Class A | 0.71% | 8,528 | $4.1M | Reduce -1.4% |
| VXUS Vanguard Total Intl Stock | 0.63% | 60,765 | $3.7M | Add +1.8% |
| SCHM Schwab US Mid Cap ETF | 0.56% | 40,248 | $3.3M | Reduce -2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.55% | 6,197 | $3.2M | Add +16.6% |
| VEA Vanguard Ftse Developed ETF | 0.54% | 62,544 | $3.1M | Add +3.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.50% | 11,597 | $2.9M | Reduce -1.3% |
| IXUS iShares Core Intl Stock ETF | 0.44% | 37,553 | $2.5M | Reduce -1.6% |
| V Visa Inc. Class A | 0.43% | 8,919 | $2.5M | Add +2.8% |
| SCHA Schwab US Small-Cap ETF | 0.42% | 50,429 | $2.5M | Reduce -0.5% |
| IJR iShares Core S&P Small-Cap E | 0.42% | 22,461 | $2.5M | Add +0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 5,891 | $2.5M | Add +5.2% |
| CL Colgate-Palmolive Co. | 0.42% | 27,160 | $2.4M | Reduce -2.5% |
| IWF iShares Russell 1000 Growth | 0.41% | 7,101 | $2.4M | Reduce -2.5% |
| IWM iShares Russell 2000 ETF | 0.40% | 11,018 | $2.3M | Add +0.0% |
| JPM JPMorgan Chase & Co. | 0.39% | 11,354 | $2.3M | Add +1.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.39% | 9,933 | $2.3M | Add +4.3% |
| MDY State Street SPDR S&P Midcap | 0.38% | 4,033 | $2.2M | Add +2.3% |
| MA Mastercard Inc. Class A | 0.38% | 4,591 | $2.2M | Add +2.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 4,979 | $2.2M | Add +6.6% |
| GOOGL Alphabet Inc. Class A | 0.37% | 14,510 | $2.2M | Add +3.4% |
| SCHD Schwab US DVD Equity ETF | 0.37% | 27,078 | $2.2M | Reduce -0.3% |
| IJH iShares Core S&P Midcap ETF | 0.37% | 35,793 | $2.2M | Reduce -1.3% |
| VOO Vanguard S&P 500 ETF | 0.35% | 4,252 | $2.0M | Add +2.4% |
| UNH Unitedhealth Group Inc. | 0.34% | 4,081 | $2.0M | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 0.27% | 10,250 | $1.6M | Add +7.9% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.26% | 19,592 | $1.5M | Add +7.6% |
| EFV iShares MSCI Eafe Value ETF | 0.25% | 27,053 | $1.5M | Reduce -1.9% |
| SHOP Shopify Inc. Class A | 0.25% | 18,697 | $1.4M | New |
| DSI iShares ESG MSCI KLD 400 ETF | 0.25% | 14,290 | $1.4M | Add +5.6% |
| AMD Advanced Micro Devices | 0.22% | 7,281 | $1.3M | Add +0.9% |
| DFSI Dimensional Int Sus COR1 ETF | 0.22% | 37,903 | $1.3M | Add +39.2% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.22% | 23,702 | $1.3M | No change |
| UBER Uber Technologies Inc. | 0.20% | 15,432 | $1.2M | Add +1.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.19% | 7,250 | $1.1M | Add +3.4% |
| LLY Eli Lilly & Co. | 0.18% | 1,392 | $1.1M | Add +7.4% |
| JNJ Johnson & Johnson | 0.18% | 6,746 | $1.1M | Add +2.2% |
| PG The Procter & Gamble Co. | 0.18% | 6,487 | $1.1M | Add +2.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.17% | 20,174 | $1.0M | Add +8.8% |
| NYF iShares New York Muni Bond E | 0.17% | 18,868 | $1.0M | Add +14.0% |
| HD Home Depot Inc. | 0.17% | 2,577 | $989K | Add +9.0% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.17% | 25,006 | $972K | Add +74.1% |
| AVGO Broadcom Inc. | 0.16% | 725 | $961K | Add +27.2% |
| IWP iShares Russell Mid-Cap Grow | 0.14% | 7,375 | $842K | Add +2.6% |
| SUB iShares Short-Term National | 0.14% | 7,877 | $825K | No change |
| NUSC Nuveen ESG Small-Cap ETF | 0.14% | 19,717 | $820K | Add +23.1% |
| XOM Exxon Mobil Corp. | 0.14% | 6,986 | $812K | Reduce -0.2% |
| TSLA Tesla Inc. | 0.14% | 4,590 | $807K | Reduce -8.5% |
| IWS iShares Russell Mid-Cap Valu | 0.14% | 6,315 | $791K | Add +2.9% |
| MU Micron Technology Inc. | 0.13% | 6,582 | $776K | Add +1.5% |
| NUMG Nuveen ESG Mid-Cap Grow ETF | 0.13% | 17,428 | $775K | Add +6.2% |
| AVSD Avantis Reps Intern Equi ETF | 0.13% | 13,036 | $742K | Add +39.3% |
| COST Costco Wholesale Corp. | 0.12% | 996 | $730K | Add +13.7% |
| NOW ServiceNow Inc. | 0.12% | 951 | $725K | Add +1.1% |
| XBIL F/M US Treasury 6 Month Bill | 0.12% | 14,452 | $724K | New |
| DMXF iShares ESG Advanc MSCI Eafe | 0.12% | 10,619 | $723K | Add +39.0% |
| ADBE Adobe Inc. | 0.12% | 1,394 | $703K | Add +13.7% |
| BX Blackstone Inc. | 0.12% | 5,231 | $687K | Add +6.6% |
| DFSV Dimensional US Small Cap Val | 0.12% | 22,360 | $673K | Add +0.9% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.12% | 19,675 | $673K | Add +10.6% |
| BSCO Invesco Bulletshares 2024 CB | 0.11% | 30,971 | $649K | No change |
| ORCL Oracle Corp. | 0.11% | 5,015 | $630K | Add +45.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.11% | 2,661 | $627K | Add +6.6% |
| MRK Merck & Co. Inc. | 0.11% | 4,733 | $625K | Add +5.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 4,955 | $606K | Add +5.0% |
| VIG Vanguard Dividend Apprec ETF | 0.10% | 3,274 | $598K | Reduce -2.9% |
| NFLX Netflix Inc. | 0.10% | 942 | $572K | Add +14.5% |
| CRM Salesforce Inc. | 0.10% | 1,898 | $572K | Add +5.1% |
| SCHV Schwab US Large-Cap Value | 0.10% | 7,507 | $570K | Reduce -2.6% |
| ABBV Abbvie Inc. | 0.10% | 3,083 | $561K | Add +10.1% |
| EEM iShares MSCI Emerging Market | 0.09% | 13,509 | $555K | No change |
| MCD McDonald's Corp. | 0.09% | 1,899 | $535K | Add +0.6% |
| AGG iShares Core U.S. Aggregate | 0.09% | 5,312 | $520K | Reduce -9.1% |
| ABNB Airbnb Inc. Class A | 0.09% | 3,124 | $515K | New |
Options reported separately and not counted above: UNH puts ($1.2M), V puts ($530K), NOW calls ($76K), PYPL puts ($47K), DIS calls ($24K).
Portfolio Sells Q4 2023 → Q1 2024
| SCHF Schwab Intl Equity ETF | Reduce -17.8% | 2.48% | −0.76 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -2.3% | 3.82% | −0.60 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.1% | 16.17% | −0.57 |
| AAPL Apple Inc. | Reduce -1.7% | 1.79% | −0.53 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -16.6% | 0.82% | −0.22 |
| AMGN Amgen Inc. | Reduce -0.5% | 0.84% | −0.13 |
| DLN Wisdomtree US Largecap Divid | Reduce -0.4% | 2.69% | −0.13 |
| TSLA Tesla Inc. | Reduce -8.5% | 0.14% | −0.10 |
| UNH Unitedhealth Group Inc. | Reduce -1.3% | 0.34% | −0.08 |
| IVV iShares Core S&P 500 ETF | Reduce -0.5% | 1.69% | −0.06 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.1% | 1.87% | −0.06 |
| IXUS iShares Core Intl Stock ETF | Reduce -1.6% | 0.44% | −0.04 |
| SCHM Schwab US Mid Cap ETF | Reduce -2.6% | 0.56% | −0.04 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.04 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.5% | 0.42% | −0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.3% | 0.50% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.6% | 0.80% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.3% | 0.37% | −0.03 |
| EFV iShares MSCI Eafe Value ETF | Reduce -1.9% | 0.25% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -1.9% | 0.08% | −0.03 |
| AGG iShares Core U.S. Aggregate | Reduce -9.1% | 0.09% | −0.02 |
| PFE Pfizer Inc. | Reduce -6.1% | 0.09% | −0.02 |
| ESGD iShares Trust iShares ESG Aw | Reduce -20.8% | 0.05% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -2.5% | 0.41% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.3% | 0.37% | −0.02 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Reduce -10.4% | 0.06% | −0.01 |
| GILD Gilead Sciences Inc. | Reduce -2.8% | 0.04% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -2.5% | 0.42% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.9% | 0.10% | −0.01 |
| HON Honeywell International Inc. | Reduce -1.6% | 0.05% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -13.8% | 0.04% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -13.0% | 0.05% | −0.01 |
| SCHV Schwab US Large-Cap Value | Reduce -2.6% | 0.10% | −0.01 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -1.1% | 0.04% | −0.00 |
| SCHB Schwab US Broad Market ETF | Reduce -0.1% | 0.08% | −0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -7.4% | 0.04% | −0.00 |
| XOM Exxon Mobil Corp. | Reduce -0.2% | 0.14% | +0.00 |
| META Meta Platforms Inc. Class A | Reduce -1.4% | 0.71% | +0.11 |
Portfolio Buys Q4 2023 → Q1 2024
| IEFA iShares Core MSCI Eafe ETF | Add +45.6% | 6.38% | +1.67 |
| NVDA Nvidia Corp. | Add +10.2% | 1.20% | +0.52 |
| SHOP Shopify Inc. Class A | New | 0.25% | +0.25 |
| IQDG Wisdomtree Intl QLTY DVD GRW | Add +22.0% | 2.07% | +0.24 |
| QMOM Alpha US Quant Mom ETF | Add +2.0% | 3.66% | +0.23 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +17.3% | 4.07% | +0.20 |
| XBIL F/M US Treasury 6 Month Bill | New | 0.12% | +0.12 |
| ABNB Airbnb Inc. Class A | New | 0.09% | +0.09 |
| CSX CSX Corp. | New | 0.08% | +0.08 |
| AMZN Amazon.com Inc. | Add +1.6% | 1.28% | +0.08 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +74.1% | 0.17% | +0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +16.6% | 0.55% | +0.06 |
| MSFT Microsoft Corp. | Add +4.6% | 1.70% | +0.05 |
| DFSI Dimensional Int Sus COR1 ETF | Add +39.2% | 0.22% | +0.05 |
| IWB iShares Russell 1000 ETF | New | 0.05% | +0.05 |
| VYM Vanguard High DVD Yield ETF | New | 0.05% | +0.05 |
| ETN Eaton Corp. PLC | New | 0.04% | +0.04 |
| CAT Caterpillar Inc. | New | 0.04% | +0.04 |
| INTU Intuit Inc. | New | 0.04% | +0.04 |
| RTX RTX Corp. | New | 0.04% | +0.04 |
| AVGO Broadcom Inc. | Add +27.2% | 0.16% | +0.04 |
| ROK Rockwell Automation Inc. | New | 0.04% | +0.04 |
| EMR Emerson Electric Co. | New | 0.04% | +0.04 |
| WFC Wells Fargo & Co. | New | 0.04% | +0.04 |
| LLY Eli Lilly & Co. | Add +7.4% | 0.18% | +0.04 |
| TSCO Tractor Supply Company | New | 0.04% | +0.04 |
| ORCL Oracle Corp. | Add +45.3% | 0.11% | +0.04 |
| XLK SS Technology Select Sector | New | 0.04% | +0.04 |
| EQL CI Inv SP 500 Equ Weg Ind-Ui | New | 0.04% | +0.04 |
| LOW Lowe's Cos Inc. | New | 0.04% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.2% | 0.42% | +0.04 |
| ZBRA Zebra Technologies Corp. Class A | New | 0.04% | +0.04 |
| AMAT Applied Materials Inc. | New | 0.04% | +0.04 |
| APH Amphenol Corp. Class A | New | 0.04% | +0.04 |
| LEN Lennar Corp. Class A | New | 0.04% | +0.04 |
| T AT&T Inc. | New | 0.04% | +0.04 |
| AMP Ameriprise Financial Inc. | New | 0.03% | +0.03 |
| AVSD Avantis Reps Intern Equi ETF | Add +39.3% | 0.13% | +0.03 |
| DMXF iShares ESG Advanc MSCI Eafe | Add +39.0% | 0.12% | +0.03 |
| MU Micron Technology Inc. | Add +1.5% | 0.13% | +0.03 |
| QCOM Qualcomm Inc. | Add +50.9% | 0.07% | +0.02 |
| UBER Uber Technologies Inc. | Add +1.4% | 0.20% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +1.9% | 0.39% | +0.02 |
| DIS The Walt Disney Co. | Add +5.0% | 0.10% | +0.02 |
| NFLX Netflix Inc. | Add +14.5% | 0.10% | +0.02 |
| NUSC Nuveen ESG Small-Cap ETF | Add +23.1% | 0.14% | +0.02 |
| AMD Advanced Micro Devices | Add +0.9% | 0.22% | +0.02 |
| COST Costco Wholesale Corp. | Add +13.7% | 0.12% | +0.01 |
| ABBV Abbvie Inc. | Add +10.1% | 0.10% | +0.01 |
| MRK Merck & Co. Inc. | Add +5.0% | 0.11% | +0.01 |
Options Activity Q4 2023 → Q1 2024
| MSFT Microsoft Corp. | call | Sold out | 1,000 | $376Kbefore exit |
| NOW ServiceNow Inc. | call | New | 100 | $76K |
| DIS The Walt Disney Co. | call | New | 200 | $24K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 350 | $961.1M | VTI, IEFA, IVAL, QMOM, ITAN |
| Q1 2026 | 229 | $769.6M | VTI, IEFA, IVAL, QMOM, SYLD |
| Q4 2025 | 228 | $850.7M | VTI, IEFA, IVAL, ITAN, QMOM |
| Q3 2025 | 232 | $833.5M | VTI, IEFA, IVAL, ITAN, HYMB |
| Q2 2025 | 226 | $765.7M | VTI, IEFA, IVAL, HYMB, QMOM |
| Q1 2025 | 225 | $691.4M | VTI, IEFA, IVAL, HYMB, TBIL |
| Q4 2024Amended | 219 | $680.9M | VTI, IEFA, IVAL, HYMB, TBIL |
| Q3 2024 | 191 | $654.5M | VTI, IEFA, IVAL, HYMB, TBIL |
| Q2 2024 | 176 | $606.5M | VTI, IEFA, IVAL, HYMB, TBIL |
| Q1 2024 | 181 | $585.3M | VTI, IEFA, IVAL, HYMB, TBIL |