Revolve Wealth Partners, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 19, 2024), Revolve Wealth Partners, LLC reported 176 stock positions worth $606.5 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 16.5% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 6.2%) and Alpha Archi Intl QT Vlu ETF (IVAL, 4.9%). Compared with Q1 2024, it opened 6 new positions, sold out of 11, added to 64 and reduced 92. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +3%) and the biggest sale iShares National Muni Bond E (MUB, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Hackensack, NJ
- CIK
- 0001808992
- Portfolio Value
- $606.5M (Q2 2024)
- SEC Filing
- 0001808992-24-000003 ↗ filed Jul 19, 2024
Holdings Value
Holdings 176 stocks · $606.5M
| VTI VG Morningstar TS MKT ETF-US | 16.51% | 374,443 | $100.2M | Add +2.8% |
| IEFA iShares Core MSCI Eafe ETF | 6.25% | 521,503 | $37.9M | Add +3.7% |
| IVAL Alpha Archi Intl QT Vlu ETF | 4.86% | 1,182,971 | $29.5M | Add +4.6% |
| HYMB SS SPDR N Ice HY Muni ETF | 4.14% | 985,958 | $25.1M | Add +6.3% |
| TBIL F/M US Treasury 3 Month Bill | 4.11% | 498,771 | $24.9M | Add +11.6% |
| QMOM Alpha US Quant Mom ETF | 3.57% | 371,482 | $21.6M | Add +2.5% |
| ITAN Sparkline Intangible Val ETF | 3.23% | 688,092 | $19.6M | Add +4.0% |
| SYLD Cambria Shareholder Yield Et | 3.19% | 283,173 | $19.3M | Add +4.9% |
| TFI SS SPDR N Ice Muni Bond ETF | 2.80% | 371,049 | $17.0M | Add +5.4% |
| SCHF Schwab Intl Equity ETF | 2.62% | 413,307 | $15.9M | Add +11.3% |
| DLN Wisdomtree US Largecap Divid | 2.61% | 217,668 | $15.8M | Reduce -0.3% |
| SCHZ Schwab US Aggregate Bond ETF | 2.36% | 313,480 | $14.3M | Add +11.3% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 2.13% | 348,461 | $12.9M | Add +9.3% |
| AAPL Apple Inc. | 2.05% | 59,046 | $12.4M | Reduce -3.3% |
| SCHG Schwab US Large-Cap Growth | 1.98% | 118,978 | $12.0M | Reduce -0.0% |
| MUB iShares National Muni Bond E | 1.97% | 112,255 | $12.0M | Reduce -2.4% |
| SCHX Schwab US Large-Cap ETF | 1.80% | 169,819 | $10.9M | Reduce -3.5% |
| MSFT Microsoft Corp. | 1.73% | 23,539 | $10.5M | Reduce -0.2% |
| IVV iShares Core S&P 500 ETF | 1.67% | 18,498 | $10.1M | Reduce -1.6% |
| NVDA Nvidia Corp. | 1.57% | 77,212 | $9.5M | Reduce -0.4% |
| AVUV Avantis US Small Cap Value | 1.52% | 102,917 | $9.2M | Add +6.7% |
| HYD Vaneck High Yield Muni ETF | 1.51% | 177,006 | $9.1M | Add +4.0% |
| AMZN Amazon.com Inc. | 1.33% | 41,716 | $8.1M | Add +0.2% |
| AMGN Amgen Inc. | 0.87% | 16,948 | $5.3M | Reduce -2.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.83% | 13,447 | $5.0M | Reduce -0.9% |
| IFLN Invesco Bloomberg Enhanced F | 0.80% | 270,751 | $4.9M | Add +11.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.77% | 45,483 | $4.7M | Reduce -2.1% |
| META Meta Platforms Inc. Class A | 0.71% | 8,574 | $4.3M | Add +0.5% |
| VXUS Vanguard Total Intl Stock | 0.62% | 61,980 | $3.7M | Add +2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.55% | 6,087 | $3.3M | Reduce -1.8% |
| VEA Vanguard Ftse Developed ETF | 0.52% | 63,424 | $3.1M | Add +1.4% |
| SCHM Schwab US Mid Cap ETF | 0.51% | 39,834 | $3.1M | Reduce -1.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.46% | 11,547 | $2.8M | Reduce -0.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.44% | 5,580 | $2.7M | Add +12.1% |
| GOOGL Alphabet Inc. Class A | 0.44% | 14,595 | $2.7M | Add +0.6% |
| IXUS iShares Core Intl Stock ETF | 0.42% | 37,279 | $2.5M | Reduce -0.7% |
| IWF iShares Russell 1000 Growth | 0.41% | 6,817 | $2.5M | Reduce -4.0% |
| CL Colgate-Palmolive Co. | 0.40% | 25,188 | $2.4M | Reduce -7.3% |
| SCHA Schwab US Small-Cap ETF | 0.40% | 50,834 | $2.4M | Add +0.8% |
| IJR iShares Core S&P Small-Cap E | 0.38% | 21,523 | $2.3M | Reduce -4.2% |
| V Visa Inc. Class A | 0.37% | 8,554 | $2.2M | Reduce -4.1% |
| IWM iShares Russell 2000 ETF | 0.36% | 10,840 | $2.2M | Reduce -1.6% |
| MDY State Street SPDR S&P Midcap | 0.36% | 4,033 | $2.2M | No change |
| JPM JPMorgan Chase & Co. | 0.35% | 10,569 | $2.1M | Reduce -6.9% |
| SCHD Schwab US DVD Equity ETF | 0.35% | 26,945 | $2.1M | Reduce -0.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.34% | 9,551 | $2.1M | Reduce -3.9% |
| VOO Vanguard S&P 500 ETF | 0.34% | 4,158 | $2.1M | Reduce -2.2% |
| IJH iShares Core S&P Midcap ETF | 0.34% | 34,824 | $2.0M | Reduce -2.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 4,957 | $2.0M | Reduce -15.8% |
| UNH Unitedhealth Group Inc. | 0.33% | 3,953 | $2.0M | Reduce -3.1% |
| MA Mastercard Inc. Class A | 0.31% | 4,292 | $1.9M | Reduce -6.5% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.30% | 22,147 | $1.8M | Add +13.0% |
| GOOG Alphabet Inc. Class C | 0.30% | 9,772 | $1.8M | Reduce -4.7% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.27% | 15,943 | $1.7M | Add +11.6% |
| DFSI Dimensional Int Sus COR1 ETF | 0.26% | 47,633 | $1.6M | Add +25.7% |
| EFV iShares MSCI Eafe Value ETF | 0.24% | 27,716 | $1.5M | Add +2.5% |
| LLY Eli Lilly & Co. | 0.21% | 1,401 | $1.3M | Add +0.7% |
| SHOP Shopify Inc. Class A | 0.20% | 18,755 | $1.2M | Add +0.3% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.20% | 23,676 | $1.2M | Reduce -0.1% |
| AMD Advanced Micro Devices | 0.19% | 7,250 | $1.2M | Reduce -0.4% |
| AVGO Broadcom Inc. | 0.19% | 732 | $1.2M | Add +1.0% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.19% | 30,366 | $1.1M | Add +21.4% |
| UBER Uber Technologies Inc. | 0.18% | 15,415 | $1.1M | Reduce -0.1% |
| PG The Procter & Gamble Co. | 0.18% | 6,575 | $1.1M | Add +1.4% |
| NYF iShares New York Muni Bond E | 0.17% | 19,818 | $1.1M | Add +5.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.17% | 6,950 | $1.0M | Reduce -4.1% |
| XOM Exxon Mobil Corp. | 0.16% | 8,553 | $985K | Add +22.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.16% | 19,231 | $964K | Reduce -4.7% |
| NUSC Nuveen ESG Small-Cap ETF | 0.15% | 23,513 | $925K | Add +19.3% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.15% | 13,270 | $895K | Add +25.0% |
| AVSD Avantis Reps Intern Equi ETF | 0.15% | 15,941 | $885K | Add +22.3% |
| HD Home Depot Inc. | 0.15% | 2,557 | $880K | Reduce -0.8% |
| MU Micron Technology Inc. | 0.14% | 6,607 | $869K | Add +0.4% |
| TSLA Tesla Inc. | 0.14% | 4,388 | $868K | Reduce -4.4% |
| NUMG Nuveen ESG Mid-Cap Grow ETF | 0.14% | 20,422 | $854K | Add +17.2% |
| COST Costco Wholesale Corp. | 0.14% | 992 | $843K | Reduce -0.4% |
| SUB iShares Short-Term National | 0.14% | 7,877 | $824K | No change |
| JNJ Johnson & Johnson | 0.14% | 5,600 | $819K | Reduce -17.0% |
| XBIL F/M US Treasury 6 Month Bill | 0.13% | 16,274 | $815K | Add +12.6% |
| IWP iShares Russell Mid-Cap Grow | 0.13% | 7,188 | $793K | Reduce -2.5% |
| IWS iShares Russell Mid-Cap Valu | 0.13% | 6,315 | $762K | No change |
| ADBE Adobe Inc. | 0.12% | 1,359 | $755K | Reduce -2.5% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.12% | 22,528 | $744K | Add +14.5% |
| NOW ServiceNow Inc. | 0.12% | 924 | $727K | Reduce -2.8% |
| ORCL Oracle Corp. | 0.12% | 5,059 | $714K | Add +0.9% |
| BX Blackstone Inc. | 0.11% | 5,236 | $648K | Add +0.1% |
| BSCO Invesco Bulletshares 2024 CB | 0.11% | 30,662 | $646K | Reduce -1.0% |
| DFSV Dimensional US Small Cap Val | 0.11% | 22,360 | $644K | No change |
| NFLX Netflix Inc. | 0.10% | 921 | $621K | Reduce -2.2% |
| MRK Merck & Co. Inc. | 0.10% | 4,804 | $595K | Add +1.5% |
| VIG Vanguard Dividend Apprec ETF | 0.10% | 3,208 | $586K | Reduce -2.0% |
| UPS United Parcel Service Class B | 0.10% | 4,262 | $583K | New |
| BOXX Alpha Architect 1-3 MNTH Box | 0.10% | 5,390 | $581K | New |
| WMT Walmart Inc. | 0.09% | 8,505 | $576K | Add +2.4% |
| EEM iShares MSCI Emerging Market | 0.09% | 13,509 | $575K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.09% | 2,443 | $561K | Reduce -8.2% |
| SCHV Schwab US Large-Cap Value | 0.09% | 7,347 | $544K | Reduce -2.1% |
| AGG iShares Core U.S. Aggregate | 0.09% | 5,575 | $541K | Add +5.0% |
| ABBV Abbvie Inc. | 0.09% | 3,134 | $538K | Add +1.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 13,265 | $528K | Add +2.9% |
Options reported separately and not counted above: UNH puts ($1.3M), V puts ($499K), PYPL puts ($41K).
Portfolio Sells Q1 2024 → Q2 2024
| MUB iShares National Muni Bond E | Reduce -2.4% | 1.97% | −0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -15.8% | 0.33% | −0.09 |
| DLN Wisdomtree US Largecap Divid | Reduce -0.3% | 2.61% | −0.08 |
| SCHX Schwab US Large-Cap ETF | Reduce -3.5% | 1.80% | −0.07 |
| MA Mastercard Inc. Class A | Reduce -6.5% | 0.31% | −0.07 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -2.1% | 0.77% | −0.06 |
| V Visa Inc. Class A | Reduce -4.1% | 0.37% | −0.06 |
| SCHM Schwab US Mid Cap ETF | Reduce -1.0% | 0.51% | −0.05 |
| JNJ Johnson & Johnson | Reduce -17.0% | 0.14% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.2% | 0.38% | −0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.9% | 0.34% | −0.04 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −0.04 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.04 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.04 |
| EQL CI Inv SP 500 Equ Weg Ind-Ui | Sold out | 0.00% | −0.04 |
| IJJ iShares S&P Mid-Cap 400 Valu | Sold out | 0.00% | −0.04 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.04 |
| NOVT Novanta Inc. | Sold out | 0.00% | −0.04 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -6.9% | 0.35% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.7% | 0.34% | −0.04 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.04 |
| AMP Ameriprise Financial Inc. | Sold out | 0.00% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.4% | 0.46% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -1.6% | 0.36% | −0.03 |
| AMD Advanced Micro Devices | Reduce -0.4% | 0.19% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.5% | 0.35% | −0.03 |
| HD Home Depot Inc. | Reduce -0.8% | 0.15% | −0.02 |
| INTC Intel Corp. | Reduce -4.2% | 0.04% | −0.02 |
| DIS The Walt Disney Co. | Reduce -0.2% | 0.08% | −0.02 |
| CRM Salesforce Inc. | Reduce -4.6% | 0.08% | −0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -4.1% | 0.17% | −0.02 |
| IXUS iShares Core Intl Stock ETF | Reduce -0.7% | 0.42% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -1.6% | 1.67% | −0.02 |
| UBER Uber Technologies Inc. | Reduce -0.1% | 0.18% | −0.02 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -0.1% | 0.20% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -4.7% | 0.16% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -7.3% | 0.40% | −0.01 |
| PFE Pfizer Inc. | Reduce -15.2% | 0.07% | −0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -8.2% | 0.09% | −0.01 |
| ESGD iShares Trust iShares ESG Aw | Reduce -21.8% | 0.04% | −0.01 |
| MCD McDonald's Corp. | Reduce -2.1% | 0.08% | −0.01 |
| KVUE Kenvue Inc. | Reduce -10.1% | 0.04% | −0.01 |
| IWP iShares Russell Mid-Cap Grow | Reduce -2.5% | 0.13% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -3.1% | 0.33% | −0.01 |
| DXCM Dexcom Inc. | Reduce -3.2% | 0.04% | −0.01 |
| CSX CSX Corp. | Reduce -0.6% | 0.07% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -3.0% | 0.06% | −0.01 |
| ACN Accenture PLC Class A | Reduce -7.3% | 0.04% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| VTI VG Morningstar TS MKT ETF-US | Add +2.8% | 16.51% | +0.34 |
| TBIL F/M US Treasury 3 Month Bill | Add +11.6% | 4.11% | +0.29 |
| SCHZ Schwab US Aggregate Bond ETF | Add +11.3% | 2.36% | +0.14 |
| SCHF Schwab Intl Equity ETF | Add +11.3% | 2.62% | +0.14 |
| UPS United Parcel Service Class B | New | 0.10% | +0.10 |
| BOXX Alpha Architect 1-3 MNTH Box | New | 0.10% | +0.10 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.07% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +0.6% | 0.44% | +0.06 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +6.3% | 4.14% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +12.1% | 0.44% | +0.06 |
| GBCI Glacier Bancorp Inc. | New | 0.06% | +0.06 |
| IQDG Wisdomtree Intl QLTY DVD GRW | Add +9.3% | 2.13% | +0.06 |
| IFLN Invesco Bloomberg Enhanced F | Add +11.3% | 0.80% | +0.05 |
| AMZN Amazon.com Inc. | Add +0.2% | 1.33% | +0.05 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Add +13.0% | 0.30% | +0.04 |
| DFSI Dimensional Int Sus COR1 ETF | Add +25.7% | 0.26% | +0.04 |
| TJX TJX Companies Inc. | New | 0.04% | +0.04 |
| PM Philip Morris International | New | 0.03% | +0.03 |
| AVGO Broadcom Inc. | Add +1.0% | 0.19% | +0.03 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +11.6% | 0.27% | +0.03 |
| LLY Eli Lilly & Co. | Add +0.7% | 0.21% | +0.02 |
| DMXF iShares ESG Advanc MSCI Eafe | Add +25.0% | 0.15% | +0.02 |
| XOM Exxon Mobil Corp. | Add +22.4% | 0.16% | +0.02 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +21.4% | 0.19% | +0.02 |
| AVSD Avantis Reps Intern Equi ETF | Add +22.3% | 0.15% | +0.02 |
| NUSC Nuveen ESG Small-Cap ETF | Add +19.3% | 0.15% | +0.01 |
| MU Micron Technology Inc. | Add +0.4% | 0.14% | +0.01 |
| QCOM Qualcomm Inc. | Add +2.0% | 0.08% | +0.01 |
| XBIL F/M US Treasury 6 Month Bill | Add +12.6% | 0.13% | +0.01 |
| ORCL Oracle Corp. | Add +0.9% | 0.12% | +0.01 |
| WMT Walmart Inc. | Add +2.4% | 0.09% | +0.01 |
| NUMG Nuveen ESG Mid-Cap Grow ETF | Add +17.2% | 0.14% | +0.01 |
| NUMV Nuveen ESG Mid-Cap Value ETF | Add +14.5% | 0.12% | +0.01 |
| KO The Coca-Cola Co. | Add +6.0% | 0.09% | +0.01 |
| META Meta Platforms Inc. Class A | Add +0.5% | 0.71% | +0.01 |
| ADI Analog Devices Inc. | Add +2.3% | 0.04% | +0.01 |
| BAC Bank of America Corp. | Add +2.9% | 0.09% | +0.00 |
| TFI SS SPDR N Ice Muni Bond ETF | Add +5.4% | 2.80% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +0.3% | 0.05% | +0.00 |
| NYF iShares New York Muni Bond E | Add +5.0% | 0.17% | +0.00 |
| WFC Wells Fargo & Co. | Add +3.6% | 0.04% | +0.00 |
| HON Honeywell International Inc. | Add +0.4% | 0.05% | +0.00 |
| AGG iShares Core U.S. Aggregate | Add +5.0% | 0.09% | +0.00 |
| ZBRA Zebra Technologies Corp. Class A | Add +0.8% | 0.04% | −0.00 |
| GD General Dynamics Corp. | Add +0.2% | 0.04% | −0.00 |
| PG The Procter & Gamble Co. | Add +1.4% | 0.18% | −0.00 |
| ETN Eaton Corp. PLC | Add +0.3% | 0.04% | −0.00 |
| CVX Chevron Corp. | Add +1.8% | 0.08% | −0.00 |
| EMR Emerson Electric Co. | Add +0.1% | 0.04% | −0.00 |
| ED Consolidated Edison Inc. | Add +0.1% | 0.05% | −0.00 |
Options Activity Q1 2024 → Q2 2024
| NOW ServiceNow Inc. | call | Sold out | 100 | $76Kbefore exit |
| DIS The Walt Disney Co. | call | Sold out | 200 | $24Kbefore exit |
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 |