Revolve Wealth Partners, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 18, 2024), Revolve Wealth Partners, LLC reported 191 stock positions worth $654.5 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 16.1% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 6.3%) and Alpha Archi Intl QT Vlu ETF (IVAL, 4.8%). Compared with Q2 2024, it opened 24 new positions, sold out of 9, added to 88 and reduced 64. The biggest buy was Apple (AAPL, shares +9%) and the biggest sale Amazon.com (AMZN, shares −42%).
- Most Recent 13F
- Q2 2026
- Location
- Hackensack, NJ
- CIK
- 0001808992
- Portfolio Value
- $654.5M (Q3 2024)
- SEC Filing
- 0001808992-24-000004 ↗ filed Oct 18, 2024
Holdings Value
Holdings 191 stocks · $654.5M
| VTI VG Morningstar TS MKT ETF-US | 16.14% | 373,133 | $105.7M | Reduce -0.3% |
| IEFA iShares Core MSCI Eafe ETF | 6.34% | 531,727 | $41.5M | Add +2.0% |
| IVAL Alpha Archi Intl QT Vlu ETF | 4.85% | 1,230,608 | $31.7M | Add +4.0% |
| HYMB SS SPDR N Ice HY Muni ETF | 4.20% | 1,047,298 | $27.5M | Add +6.2% |
| TBIL F/M US Treasury 3 Month Bill | 3.67% | 480,576 | $24.0M | Reduce -3.6% |
| QMOM Alpha US Quant Mom ETF | 3.64% | 370,792 | $23.8M | Reduce -0.2% |
| ITAN Sparkline Intangible Val ETF | 3.24% | 700,279 | $21.2M | Add +1.8% |
| SYLD Cambria Shareholder Yield Et | 3.22% | 291,062 | $21.1M | Add +2.8% |
| TFI SS SPDR N Ice Muni Bond ETF | 2.94% | 411,400 | $19.3M | Add +10.9% |
| SCHF Schwab Intl Equity ETF | 2.67% | 424,880 | $17.5M | Add +2.8% |
| DLN Wisdomtree US Largecap Divid | 2.64% | 220,005 | $17.3M | Add +1.1% |
| SCHZ Schwab US Aggregate Bond ETF | 2.49% | 342,877 | $16.3M | Add +9.4% |
| AAPL Apple Inc. | 2.28% | 64,162 | $14.9M | Add +8.7% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 2.15% | 359,706 | $14.1M | Add +3.2% |
| SCHG Schwab US Large-Cap Growth | 1.94% | 121,935 | $12.7M | Add +2.5% |
| MUB iShares National Muni Bond E | 1.86% | 112,204 | $12.2M | Reduce -0.1% |
| MSFT Microsoft Corp. | 1.72% | 26,175 | $11.3M | Add +11.2% |
| IVV iShares Core S&P 500 ETF | 1.62% | 18,346 | $10.6M | Reduce -0.8% |
| AVUV Avantis US Small Cap Value | 1.56% | 106,527 | $10.2M | Add +3.5% |
| SCHX Schwab US Large-Cap ETF | 1.53% | 147,533 | $10.0M | Reduce -13.1% |
| HYD Vaneck High Yield Muni ETF | 1.46% | 180,309 | $9.6M | Add +1.9% |
| NVDA Nvidia Corp. | 1.40% | 75,199 | $9.1M | Reduce -2.6% |
| IFLN Invesco Bloomberg Enhanced F | 0.84% | 298,259 | $5.5M | Add +10.2% |
| AMGN Amgen Inc. | 0.82% | 16,673 | $5.4M | Reduce -1.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.82% | 13,940 | $5.4M | Add +3.7% |
| META Meta Platforms Inc. Class A | 0.75% | 8,581 | $4.9M | Add +0.1% |
| EFG iShares MSCI Eafe Growth ETF | 0.74% | 44,939 | $4.8M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 0.68% | 24,059 | $4.5M | Reduce -42.3% |
| VEA Vanguard Ftse Developed ETF | 0.68% | 83,832 | $4.4M | Add +32.2% |
| VXUS Vanguard Total Intl Stock | 0.62% | 63,103 | $4.1M | Add +1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.56% | 6,349 | $3.6M | Add +4.3% |
| SCHM Schwab US Mid Cap ETF | 0.50% | 39,059 | $3.2M | Reduce -1.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.44% | 10,959 | $2.9M | Reduce -5.1% |
| CL Colgate-Palmolive Co. | 0.41% | 25,786 | $2.7M | Add +2.4% |
| JPM JPMorgan Chase & Co. | 0.40% | 12,481 | $2.6M | Add +18.1% |
| SCHA Schwab US Small-Cap ETF | 0.39% | 48,980 | $2.5M | Reduce -3.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 5,081 | $2.5M | Reduce -8.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.38% | 5,387 | $2.5M | Add +8.7% |
| VOO Vanguard S&P 500 ETF | 0.38% | 4,659 | $2.5M | Add +12.1% |
| UNH Unitedhealth Group Inc. | 0.37% | 4,195 | $2.5M | Add +6.1% |
| V Visa Inc. Class A | 0.37% | 8,894 | $2.4M | Add +4.0% |
| GOOGL Alphabet Inc. Class A | 0.37% | 14,424 | $2.4M | Reduce -1.2% |
| IWM iShares Russell 2000 ETF | 0.36% | 10,802 | $2.4M | Reduce -0.3% |
| IJR iShares Core S&P Small-Cap E | 0.36% | 20,275 | $2.4M | Reduce -5.8% |
| IWF iShares Russell 1000 Growth | 0.36% | 6,294 | $2.4M | Reduce -7.7% |
| MDY State Street SPDR S&P Midcap | 0.35% | 4,033 | $2.3M | No change |
| SCHD Schwab US DVD Equity ETF | 0.32% | 24,989 | $2.1M | Reduce -7.3% |
| IXUS iShares Core Intl Stock ETF | 0.31% | 28,302 | $2.1M | Reduce -24.1% |
| IJH iShares Core S&P Midcap ETF | 0.31% | 32,884 | $2.0M | Reduce -5.6% |
| MA Mastercard Inc. Class A | 0.31% | 4,086 | $2.0M | Reduce -4.8% |
| DFSI Dimensional Int Sus COR1 ETF | 0.29% | 53,511 | $1.9M | Add +12.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.29% | 8,021 | $1.9M | Reduce -16.0% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.29% | 22,885 | $1.9M | Add +3.3% |
| GOOG Alphabet Inc. Class C | 0.28% | 10,954 | $1.8M | Add +12.1% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.28% | 16,549 | $1.8M | Add +3.8% |
| JNJ Johnson & Johnson | 0.26% | 10,440 | $1.7M | Add +86.4% |
| EFV iShares MSCI Eafe Value ETF | 0.24% | 27,398 | $1.6M | Reduce -1.1% |
| SHOP Shopify Inc. Class A | 0.21% | 17,347 | $1.4M | Reduce -7.5% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.21% | 33,232 | $1.4M | Add +9.4% |
| AMD Advanced Micro Devices | 0.20% | 8,049 | $1.3M | Add +11.0% |
| LLY Eli Lilly & Co. | 0.19% | 1,431 | $1.3M | Add +2.1% |
| AVGO Broadcom Inc. | 0.19% | 7,241 | $1.2M | Reduce -1.1% |
| PG The Procter & Gamble Co. | 0.19% | 7,053 | $1.2M | Add +7.3% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.19% | 11,177 | $1.2M | Add +107.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.19% | 7,250 | $1.2M | Add +4.3% |
| NYF iShares New York Muni Bond E | 0.18% | 21,782 | $1.2M | Add +9.9% |
| TSLA Tesla Inc. | 0.18% | 4,386 | $1.1M | Reduce -0.1% |
| NUSC Nuveen ESG Small-Cap ETF | 0.17% | 26,210 | $1.1M | Add +11.5% |
| XBIL F/M US Treasury 6 Month Bill | 0.17% | 21,928 | $1.1M | Add +34.7% |
| AVSD Avantis Reps Intern Equi ETF | 0.16% | 17,443 | $1.1M | Add +9.4% |
| XOM Exxon Mobil Corp. | 0.16% | 8,975 | $1.1M | Add +4.9% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.16% | 14,529 | $1.0M | Add +9.5% |
| BX Blackstone Inc. | 0.15% | 6,626 | $1.0M | Add +26.6% |
| HD Home Depot Inc. | 0.15% | 2,497 | $1.0M | Reduce -2.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.15% | 19,785 | $1.0M | Add +2.9% |
| NUMG Nuveen ESG Mid-Cap Grow ETF | 0.15% | 21,919 | $982K | Add +7.3% |
| VIG Vanguard Dividend Apprec ETF | 0.14% | 4,489 | $889K | Add +39.9% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.14% | 24,056 | $886K | Add +6.8% |
| COST Costco Wholesale Corp. | 0.13% | 993 | $880K | Add +0.1% |
| ORCL Oracle Corp. | 0.13% | 5,014 | $854K | Reduce -0.9% |
| IWP iShares Russell Mid-Cap Grow | 0.13% | 7,188 | $843K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.13% | 6,315 | $835K | No change |
| ABBV Abbvie Inc. | 0.13% | 4,215 | $832K | Add +34.5% |
| SUB iShares Short-Term National | 0.13% | 7,827 | $831K | Reduce -0.6% |
| NOW ServiceNow Inc. | 0.12% | 847 | $758K | Reduce -8.3% |
| UNP Union Pacific Corp. | 0.11% | 2,972 | $733K | Add +214.2% |
| UBER Uber Technologies Inc. | 0.11% | 9,434 | $709K | Reduce -38.8% |
| AXP American Express Co. | 0.11% | 2,589 | $702K | Add +102.0% |
| ADBE Adobe Inc. | 0.11% | 1,342 | $695K | Reduce -1.3% |
| DFSV Dimensional US Small Cap Val | 0.11% | 22,360 | $689K | No change |
| MU Micron Technology Inc. | 0.10% | 6,607 | $685K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.10% | 2,779 | $677K | Add +13.8% |
| WMT Walmart Inc. | 0.10% | 8,364 | $675K | Reduce -1.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.10% | 15,944 | $633K | Add +20.2% |
| CVX Chevron Corp. | 0.10% | 4,239 | $624K | Add +29.9% |
| NFLX Netflix Inc. | 0.10% | 879 | $623K | Reduce -4.6% |
| HON Honeywell International Inc. | 0.10% | 3,015 | $623K | Add +109.2% |
| EEM iShares MSCI Emerging Market | 0.09% | 13,509 | $620K | No change |
| AGG iShares Core U.S. Aggregate | 0.09% | 6,083 | $616K | Add +9.1% |
| KO The Coca-Cola Co. | 0.09% | 8,502 | $611K | Add +4.0% |
Options reported separately and not counted above: UNH puts ($1.5M), V puts ($522K).
Portfolio Sells Q2 2024 → Q3 2024
| AMZN Amazon.com Inc. | Reduce -42.3% | 0.68% | −0.64 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -3.6% | 3.67% | −0.44 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.3% | 16.14% | −0.37 |
| SCHX Schwab US Large-Cap ETF | Reduce -13.1% | 1.53% | −0.27 |
| NVDA Nvidia Corp. | Reduce -2.6% | 1.40% | −0.18 |
| MUB iShares National Muni Bond E | Reduce -0.1% | 1.86% | −0.11 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -53.6% | 0.09% | −0.11 |
| IXUS iShares Core Intl Stock ETF | Reduce -24.1% | 0.31% | −0.10 |
| UBER Uber Technologies Inc. | Reduce -38.8% | 0.11% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -1.2% | 0.37% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -8.9% | 0.38% | −0.06 |
| GBCI Glacier Bancorp Inc. | Sold out | 0.00% | −0.06 |
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −0.06 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Sold out | 0.00% | −0.06 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -16.0% | 0.29% | −0.05 |
| AMGN Amgen Inc. | Reduce -1.6% | 0.82% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -0.8% | 1.62% | −0.05 |
| IWF iShares Russell 1000 Growth | Reduce -7.7% | 0.36% | −0.05 |
| INTC Intel Corp. | Sold out | 0.00% | −0.04 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.04 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.04 |
| BA The Boeing Co. | Sold out | 0.00% | −0.04 |
| BSCO Invesco Bulletshares 2024 CB | Reduce -27.7% | 0.07% | −0.03 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.03 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -1.2% | 0.74% | −0.03 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -34.0% | 0.04% | −0.03 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -5.6% | 0.31% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -7.3% | 0.32% | −0.02 |
| ABNB Airbnb Inc. Class A | Reduce -3.6% | 0.06% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -6.4% | 0.06% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -5.1% | 0.44% | −0.02 |
| ADBE Adobe Inc. | Reduce -1.3% | 0.11% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.8% | 0.36% | −0.02 |
| SCHM Schwab US Mid Cap ETF | Reduce -1.9% | 0.50% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -0.1% | 0.08% | −0.01 |
| CMG Chipotle Mexican Grill Inc. | Reduce -10.8% | 0.04% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -3.6% | 0.39% | −0.01 |
| CRM Salesforce Inc. | Reduce -10.4% | 0.07% | −0.01 |
| SUB iShares Short-Term National | Reduce -0.6% | 0.13% | −0.01 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Reduce -13.7% | 0.05% | −0.01 |
| NFLX Netflix Inc. | Reduce -4.6% | 0.10% | −0.01 |
| WM Waste Management Inc. | Reduce -0.8% | 0.06% | −0.01 |
| INTU Intuit Inc. | Reduce -3.8% | 0.03% | −0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -1.4% | 0.06% | −0.01 |
| SCHV Schwab US Large-Cap Value | Reduce -5.3% | 0.09% | −0.00 |
| NOW ServiceNow Inc. | Reduce -8.3% | 0.12% | −0.00 |
| MA Mastercard Inc. Class A | Reduce -4.8% | 0.31% | −0.00 |
| PEP Pepsico Inc. | Reduce -2.6% | 0.05% | −0.00 |
| GD General Dynamics Corp. | Reduce -4.5% | 0.04% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| AAPL Apple Inc. | Add +8.7% | 2.28% | +0.23 |
| VEA Vanguard Ftse Developed ETF | Add +32.2% | 0.68% | +0.16 |
| TFI SS SPDR N Ice Muni Bond ETF | Add +10.9% | 2.94% | +0.14 |
| SCHZ Schwab US Aggregate Bond ETF | Add +9.4% | 2.49% | +0.13 |
| JNJ Johnson & Johnson | Add +86.4% | 0.26% | +0.12 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.0% | 6.34% | +0.10 |
| OBIL F/M US Treasury 12 Month Bil | New | 0.09% | +0.09 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +107.4% | 0.19% | +0.09 |
| DHR Danaher Corp. | New | 0.08% | +0.08 |
| OKE Oneok Inc. | New | 0.08% | +0.08 |
| UNP Union Pacific Corp. | Add +214.2% | 0.11% | +0.08 |
| IDXX Idexx Laboratories Inc. | New | 0.07% | +0.07 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +6.2% | 4.20% | +0.07 |
| MTD Mettler-Toledo International | New | 0.06% | +0.06 |
| AXP American Express Co. | Add +102.0% | 0.11% | +0.06 |
| AMP Ameriprise Financial Inc. | New | 0.06% | +0.06 |
| PODD Insulet Corp. | New | 0.06% | +0.06 |
| ABT Abbott Laboratories | New | 0.06% | +0.06 |
| SCHF Schwab Intl Equity ETF | Add +2.8% | 2.67% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +18.1% | 0.40% | +0.05 |
| BX Blackstone Inc. | Add +26.6% | 0.15% | +0.05 |
| RTX RTX Corp. | Add +91.5% | 0.09% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +8.7% | 0.38% | +0.05 |
| MMM 3M Co. | New | 0.05% | +0.05 |
| HON Honeywell International Inc. | Add +109.2% | 0.10% | +0.04 |
| LMT Lockheed Martin Corp. | New | 0.04% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +6.1% | 0.37% | +0.04 |
| IFLN Invesco Bloomberg Enhanced F | Add +10.2% | 0.84% | +0.04 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.04% | +0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.04% | +0.04 |
| BLK BlackRock Finance Inc. | New | 0.04% | +0.04 |
| IBM Intl Business Machines Corp. | Add +56.3% | 0.09% | +0.04 |
| SO The Southern Co. | New | 0.04% | +0.04 |
| AVUV Avantis US Small Cap Value | Add +3.5% | 1.56% | +0.04 |
| VIG Vanguard Dividend Apprec ETF | Add +39.9% | 0.14% | +0.04 |
| ABBV Abbvie Inc. | Add +34.5% | 0.13% | +0.04 |
| META Meta Platforms Inc. Class A | Add +0.1% | 0.75% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.04% | +0.04 |
| SPGI S&P Global Inc. | New | 0.04% | +0.04 |
| MELI MercadoLibre Inc. | New | 0.04% | +0.04 |
| ADI Analog Devices Inc. | Add +98.9% | 0.08% | +0.04 |
| LEN Lennar Corp. Class A | New | 0.03% | +0.03 |
| LOW Lowe's Cos Inc. | New | 0.03% | +0.03 |
| XBIL F/M US Treasury 6 Month Bill | Add +34.7% | 0.17% | +0.03 |
| DFSI Dimensional Int Sus COR1 ETF | Add +12.3% | 0.29% | +0.03 |
| NOVT Novanta Inc. | New | 0.03% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +12.1% | 0.38% | +0.03 |
| IJJ iShares S&P Mid-Cap 400 Valu | New | 0.03% | +0.03 |
| TXN Texas Instruments Inc. | New | 0.03% | +0.03 |
| BND Vanguard Total Bond Market | New | 0.03% | +0.03 |
Options Activity Q2 2024 → Q3 2024
| PYPL PayPal Holdings Inc. | put | Sold out | 700 | $41Kbefore 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 |