Revolve Wealth Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed March 19, 2025), Revolve Wealth Partners, LLC reported 219 stock positions worth $680.9 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 15.9% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 5.7%) and Alpha Archi Intl QT Vlu ETF (IVAL, 4.4%). Compared with Q3 2024, it opened 38 new positions, sold out of 10, added to 99 and reduced 69. The biggest buy was a new position in Loar (LOAR) and the biggest sale Schwab Intl Equity ETF (SCHF, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Hackensack, NJ
- CIK
- 0001808992
- Portfolio Value
- $680.9M (Q4 2024)
- SEC Filing
- 0001667731-25-000346 ↗ filed Mar 19, 2025
Holdings Value
Holdings 219 stocks · $680.9M
| VTI VG Morningstar TS MKT ETF-US | 15.91% | 373,844 | $108.3M | Add +0.2% |
| IEFA iShares Core MSCI Eafe ETF | 5.69% | 551,668 | $38.8M | Add +3.8% |
| IVAL Alpha Archi Intl QT Vlu ETF | 4.42% | 1,254,005 | $30.1M | Add +1.9% |
| HYMB SS SPDR N Ice HY Muni ETF | 4.12% | 1,097,107 | $28.1M | Add +4.8% |
| TBIL F/M US Treasury 3 Month Bill | 3.68% | 502,135 | $25.0M | Add +4.5% |
| QMOM Alpha US Quant Mom ETF | 3.49% | 370,444 | $23.8M | Reduce -0.1% |
| ITAN Sparkline Intangible Val ETF | 3.24% | 710,454 | $22.1M | Add +1.4% |
| SYLD Cambria Shareholder Yield Et | 3.03% | 301,085 | $20.6M | Add +3.4% |
| TFI SS SPDR N Ice Muni Bond ETF | 2.78% | 414,862 | $18.9M | Add +0.8% |
| DLN Wisdomtree US Largecap Divid | 2.50% | 218,498 | $17.0M | Reduce -0.7% |
| AAPL Apple Inc. | 2.46% | 66,857 | $16.7M | Add +4.2% |
| SCHZ Schwab US Aggregate Bond ETF | 2.45% | 735,257 | $16.7M | Add +7.2% |
| SCHF Schwab Intl Equity ETF | 2.23% | 822,596 | $15.2M | Reduce -3.2% |
| SCHG Schwab US Large-Cap Growth | 1.97% | 481,364 | $13.4M | Reduce -1.3% |
| MUB iShares National Muni Bond E | 1.94% | 124,193 | $13.2M | Add +10.7% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 1.88% | 373,261 | $12.8M | Add +3.8% |
| MSFT Microsoft Corp. | 1.71% | 27,684 | $11.7M | Add +5.8% |
| SCHX Schwab US Large-Cap ETF | 1.58% | 465,220 | $10.8M | Add +5.1% |
| IVV iShares Core S&P 500 ETF | 1.56% | 18,054 | $10.6M | Reduce -1.6% |
| AVUV Avantis US Small Cap Value | 1.56% | 109,774 | $10.6M | Add +3.0% |
| NVDA Nvidia Corp. | 1.48% | 75,170 | $10.1M | Reduce -0.0% |
| HYD Vaneck High Yield Muni ETF | 1.46% | 191,107 | $9.9M | Add +6.0% |
| VEA Vanguard Ftse Developed ETF | 0.87% | 123,485 | $5.9M | Add +47.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.84% | 13,876 | $5.7M | Reduce -0.5% |
| IFLN Invesco Bloomberg Enhanced F | 0.83% | 314,063 | $5.7M | Add +5.3% |
| META Meta Platforms Inc. Class A | 0.81% | 9,456 | $5.5M | Add +10.2% |
| AMZN Amazon.com Inc. | 0.81% | 25,045 | $5.5M | Add +4.1% |
| LOAR Loar Holdings Inc. | 0.74% | 20 | $5.0M | New |
| EFG iShares MSCI Eafe Growth ETF | 0.72% | 50,417 | $4.9M | Add +12.2% |
| AMGN Amgen Inc. | 0.62% | 16,323 | $4.3M | Reduce -2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.61% | 7,034 | $4.1M | Add +10.8% |
| VXUS Vanguard Total Intl Stock | 0.56% | 65,245 | $3.8M | Add +3.4% |
| V Visa Inc. Class A | 0.55% | 11,811 | $3.7M | Add +32.8% |
| CVGI Commercial Vehicle Group Inc. | 0.48% | 1,502 | $3.3M | New |
| SCHM Schwab US Mid Cap ETF | 0.47% | 115,000 | $3.2M | Reduce -1.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.43% | 11,018 | $2.9M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 6,411 | $2.9M | Add +19.0% |
| JPM JPMorgan Chase & Co. | 0.42% | 11,997 | $2.9M | Reduce -3.9% |
| GOOGL Alphabet Inc. Class A | 0.42% | 14,930 | $2.8M | Add +3.5% |
| IWM iShares Russell 2000 ETF | 0.40% | 12,233 | $2.7M | Add +13.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.39% | 5,257 | $2.7M | Add +3.5% |
| IWF iShares Russell 1000 Growth | 0.38% | 6,447 | $2.6M | Add +2.4% |
| SCHA Schwab US Small-Cap ETF | 0.38% | 100,044 | $2.6M | Add +2.1% |
| VOO Vanguard S&P 500 ETF | 0.37% | 4,653 | $2.5M | Reduce -0.1% |
| CL Colgate-Palmolive Co. | 0.34% | 25,678 | $2.3M | Reduce -0.4% |
| IJR iShares Core S&P Small-Cap E | 0.34% | 20,116 | $2.3M | Reduce -0.8% |
| MDY State Street SPDR S&P Midcap | 0.34% | 4,023 | $2.3M | Reduce -0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.32% | 8,941 | $2.1M | Add +11.5% |
| TSLA Tesla Inc. | 0.32% | 5,317 | $2.1M | Add +21.2% |
| SCHD Schwab US DVD Equity ETF | 0.31% | 76,685 | $2.1M | Add +2.3% |
| IJH iShares Core S&P Midcap ETF | 0.30% | 32,853 | $2.0M | Reduce -0.1% |
| UNH Unitedhealth Group Inc. | 0.30% | 4,019 | $2.0M | Reduce -4.2% |
| EFV iShares MSCI Eafe Value ETF | 0.30% | 38,725 | $2.0M | Add +41.3% |
| GOOG Alphabet Inc. Class C | 0.30% | 10,578 | $2.0M | Reduce -3.4% |
| DFSI Dimensional Int Sus COR1 ETF | 0.29% | 60,338 | $2.0M | Add +12.8% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.29% | 22,665 | $1.9M | Reduce -1.0% |
| IXUS iShares Core Intl Stock ETF | 0.28% | 29,083 | $1.9M | Add +2.8% |
| AVGO Broadcom Inc. | 0.27% | 7,997 | $1.9M | Add +10.4% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.27% | 16,668 | $1.8M | Add +0.7% |
| MA Mastercard Inc. Class A | 0.27% | 3,443 | $1.8M | Reduce -15.7% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.21% | 36,241 | $1.4M | Add +9.1% |
| COMP Compass Inc. Class A | 0.20% | 228,754 | $1.3M | New |
| ABBV Abbvie Inc. | 0.19% | 7,279 | $1.3M | Add +72.7% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.18% | 11,137 | $1.2M | Reduce -0.4% |
| JNJ Johnson & Johnson | 0.18% | 8,476 | $1.2M | Reduce -18.8% |
| NYF iShares New York Muni Bond E | 0.18% | 22,891 | $1.2M | Add +5.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.17% | 7,250 | $1.2M | No change |
| BX Blackstone Inc. | 0.17% | 6,626 | $1.1M | No change |
| NUSC Nuveen ESG Small-Cap ETF | 0.17% | 27,270 | $1.1M | Add +4.0% |
| LLY Eli Lilly & Co. | 0.17% | 1,471 | $1.1M | Add +2.8% |
| AVSD Avantis Reps Intern Equi ETF | 0.16% | 19,573 | $1.1M | Add +12.2% |
| XBIL F/M US Treasury 6 Month Bill | 0.16% | 21,687 | $1.1M | Reduce -1.1% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.15% | 16,170 | $1.0M | Add +11.3% |
| NUMG Nuveen ESG Mid-Cap Grow ETF | 0.15% | 22,033 | $1.0M | Add +0.5% |
| PG The Procter & Gamble Co. | 0.15% | 6,170 | $1.0M | Reduce -12.5% |
| COST Costco Wholesale Corp. | 0.15% | 1,123 | $1.0M | Add +13.1% |
| AMD Advanced Micro Devices | 0.15% | 8,283 | $1.0M | Add +2.9% |
| VIG Vanguard Dividend Apprec ETF | 0.15% | 5,066 | $992K | Add +12.8% |
| UBER Uber Technologies Inc. | 0.14% | 15,563 | $939K | Add +65.0% |
| IWP iShares Russell Mid-Cap Grow | 0.14% | 7,370 | $934K | Add +2.5% |
| HD Home Depot Inc. | 0.13% | 2,346 | $913K | Reduce -6.0% |
| XOM Exxon Mobil Corp. | 0.13% | 8,478 | $912K | Reduce -5.5% |
| NFLX Netflix Inc. | 0.13% | 1,023 | $912K | Add +16.4% |
| ORCL Oracle Corp. | 0.13% | 5,418 | $903K | Add +8.1% |
| NOW ServiceNow Inc. | 0.13% | 849 | $900K | Add +0.2% |
| AGG iShares Core U.S. Aggregate | 0.13% | 9,127 | $884K | Add +50.0% |
| SHOP Shopify Inc. Class A | 0.13% | 8,209 | $873K | Reduce -52.7% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.12% | 24,282 | $845K | Add +0.9% |
| IWS iShares Russell Mid-Cap Valu | 0.12% | 6,439 | $833K | Add +2.0% |
| WMT Walmart Inc. | 0.12% | 8,849 | $800K | Add +5.8% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.11% | 30,360 | $719K | New |
| APH Amphenol Corp. Class A | 0.10% | 10,094 | $701K | Add +87.9% |
| DFSV Dimensional US Small Cap Val | 0.10% | 22,360 | $688K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.10% | 2,696 | $684K | Reduce -3.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.10% | 13,621 | $683K | Reduce -31.1% |
| VNQ Vanguard Real Estate ETF | 0.10% | 7,599 | $677K | Add +267.6% |
| EFA iShares MSCI Eafe ETF | 0.09% | 8,322 | $629K | New |
| VWO Vanguard Ftse Emerging Marke | 0.09% | 14,129 | $622K | New |
| CRM Salesforce Inc. | 0.09% | 1,827 | $611K | Add +12.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 13,892 | $611K | Reduce -12.9% |
Options reported separately and not counted above: AVUV puts ($10.4M), MRK puts ($442K).
Portfolio Sells Q3 2024 → Q4 2024
| SCHF Schwab Intl Equity ETF | Reduce -3.2% | 2.23% | −0.43 |
| AMGN Amgen Inc. | Reduce -2.1% | 0.62% | −0.20 |
| QMOM Alpha US Quant Mom ETF | Reduce -0.1% | 3.49% | −0.15 |
| DLN Wisdomtree US Largecap Divid | Reduce -0.7% | 2.50% | −0.14 |
| SHOP Shopify Inc. Class A | Reduce -52.7% | 0.13% | −0.08 |
| JNJ Johnson & Johnson | Reduce -18.8% | 0.18% | −0.08 |
| UNP Union Pacific Corp. | Reduce -66.1% | 0.03% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -4.2% | 0.30% | −0.08 |
| BSCO Invesco Bulletshares 2024 CB | Sold out | 0.00% | −0.07 |
| CL Colgate-Palmolive Co. | Reduce -0.4% | 0.34% | −0.07 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.06 |
| MU Micron Technology Inc. | Reduce -43.1% | 0.05% | −0.06 |
| IVV iShares Core S&P 500 ETF | Reduce -1.6% | 1.56% | −0.06 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -31.1% | 0.10% | −0.05 |
| MMM 3M Co. | Sold out | 0.00% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -15.7% | 0.27% | −0.04 |
| SUB iShares Short-Term National | Reduce -29.1% | 0.09% | −0.04 |
| ESGD iShares Trust iShares ESG Aw | Sold out | 0.00% | −0.04 |
| AXP American Express Co. | Reduce -39.0% | 0.07% | −0.04 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.04 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -12.5% | 0.15% | −0.03 |
| UFIV F/M US Treasury 5 Year Note | Sold out | 0.00% | −0.03 |
| NOVT Novanta Inc. | Sold out | 0.00% | −0.03 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.03 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.03 |
| CVX Chevron Corp. | Reduce -29.6% | 0.06% | −0.03 |
| SCHM Schwab US Mid Cap ETF | Reduce -1.9% | 0.47% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -5.5% | 0.13% | −0.03 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -36.7% | 0.03% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -22.8% | 0.06% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.8% | 0.34% | −0.02 |
| ADBE Adobe Inc. | Reduce -2.8% | 0.09% | −0.02 |
| ABT Abbott Laboratories | Reduce -34.2% | 0.03% | −0.02 |
| HD Home Depot Inc. | Reduce -6.0% | 0.13% | −0.02 |
| IDXX Idexx Laboratories Inc. | Reduce -7.9% | 0.05% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -6.7% | 0.07% | −0.02 |
| HON Honeywell International Inc. | Reduce -21.9% | 0.08% | −0.02 |
| ABNB Airbnb Inc. Class A | Reduce -23.9% | 0.05% | −0.02 |
| CSX CSX Corp. | Reduce -8.6% | 0.07% | −0.02 |
| PEP Pepsico Inc. | Reduce -17.0% | 0.04% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -0.3% | 0.34% | −0.01 |
| MTD Mettler-Toledo International | Reduce -1.1% | 0.05% | −0.01 |
| OBIL F/M US Treasury 12 Month Bil | Reduce -10.1% | 0.08% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.1% | 0.30% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -10.8% | 0.04% | −0.01 |
| DUK Duke Energy Corp. | Reduce -9.9% | 0.05% | −0.01 |
| SO The Southern Co. | Reduce -13.8% | 0.03% | −0.01 |
| ADI Analog Devices Inc. | Reduce -1.0% | 0.07% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -2.5% | 0.05% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| LOAR Loar Holdings Inc. | New | 0.74% | +0.74 |
| CVGI Commercial Vehicle Group Inc. | New | 0.48% | +0.48 |
| COMP Compass Inc. Class A | New | 0.20% | +0.20 |
| VEA Vanguard Ftse Developed ETF | Add +47.3% | 0.87% | +0.19 |
| AAPL Apple Inc. | Add +4.2% | 2.46% | +0.17 |
| V Visa Inc. Class A | Add +32.8% | 0.55% | +0.17 |
| TSLA Tesla Inc. | Add +21.2% | 0.32% | +0.14 |
| AMZN Amazon.com Inc. | Add +4.1% | 0.81% | +0.12 |
| FNDX Schwab Fndmntl US LRG Co. ETF | New | 0.11% | +0.11 |
| EFA iShares MSCI Eafe ETF | New | 0.09% | +0.09 |
| VWO Vanguard Ftse Emerging Marke | New | 0.09% | +0.09 |
| AVGO Broadcom Inc. | Add +10.4% | 0.27% | +0.08 |
| MUB iShares National Muni Bond E | Add +10.7% | 1.94% | +0.08 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | New | 0.08% | +0.08 |
| PRF Invesco Rafi US 1000 ETF | New | 0.07% | +0.07 |
| VNQ Vanguard Real Estate ETF | Add +267.6% | 0.10% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | New | 0.07% | +0.07 |
| ABBV Abbvie Inc. | Add +72.7% | 0.19% | +0.06 |
| META Meta Platforms Inc. Class A | Add +10.2% | 0.81% | +0.06 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 0.06% | +0.06 |
| EFV iShares MSCI Eafe Value ETF | Add +41.3% | 0.30% | +0.06 |
| SHV iShares 0-1 Year Treasury Bo | New | 0.06% | +0.06 |
| SCHX Schwab US Large-Cap ETF | Add +5.1% | 1.58% | +0.05 |
| PXF Invesco Rafi Developed Marke | New | 0.05% | +0.05 |
| BSCR Invesco Bulletshares 2027 CB | New | 0.05% | +0.05 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | New | 0.05% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +3.5% | 0.42% | +0.05 |
| APH Amphenol Corp. Class A | Add +87.9% | 0.10% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +10.8% | 0.61% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +19.0% | 0.43% | +0.05 |
| IWR iShares Russell Mid-Cap ETF | New | 0.05% | +0.05 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | New | 0.05% | +0.05 |
| IEMG iShares Core MSCI Emerging | New | 0.04% | +0.04 |
| INTU Intuit Inc. | Add +145.6% | 0.07% | +0.04 |
| APP AppLovin Corp. Class A | New | 0.04% | +0.04 |
| TRV The Travelers Cos Inc. | New | 0.04% | +0.04 |
| PDBC Invesco Optimum Yield Divers | New | 0.04% | +0.04 |
| PGR Progressive Corp. | New | 0.04% | +0.04 |
| NFLX Netflix Inc. | Add +16.4% | 0.13% | +0.04 |
| FNDA Schwab Fndmntl US SM Co. ETF | New | 0.04% | +0.04 |
| PINS Pinterest Inc. Class A | New | 0.04% | +0.04 |
| PYPL PayPal Holdings Inc. | New | 0.04% | +0.04 |
| DECK Deckers Outdoor Corp. | New | 0.04% | +0.04 |
| AGG iShares Core U.S. Aggregate | Add +50.0% | 0.13% | +0.04 |
| ALL Allstate Corp. | New | 0.03% | +0.03 |
| IWM iShares Russell 2000 ETF | Add +13.3% | 0.40% | +0.03 |
| BNY Bank of New York Mellon Corp. | New | 0.03% | +0.03 |
| BKNG Booking Holdings Inc. | New | 0.03% | +0.03 |
| MSI Motorola Solutions Inc. | New | 0.03% | +0.03 |
| CB Chubb Ltd. | New | 0.03% | +0.03 |
Options Activity Q3 2024 → Q4 2024
| AVUV Avantis US Small Cap Value | put | New | 25 | $10.4M |
| UNH Unitedhealth Group Inc. | put | Sold out | 2,500 | $1.5Mbefore exit |
| V Visa Inc. Class A | put | Sold out | 1,900 | $522Kbefore exit |
| MRK Merck & Co. Inc. | put | New | 1 | $442K |
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 |