Revolve Wealth Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Revolve Wealth Partners, LLC reported 225 stock positions worth $691.4 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 14.8% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 6.5%) and Alpha Archi Intl QT Vlu ETF (IVAL, 5.1%). Compared with Q4 2024, it opened 25 new positions, sold out of 19, added to 130 and reduced 51. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +7%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Hackensack, NJ
- CIK
- 0001808992
- Portfolio Value
- $691.4M (Q1 2025)
- SEC Filing
- 0001667731-25-000418 ↗ filed Apr 14, 2025
Holdings Value
Holdings 225 stocks · $691.4M
| VTI VG Morningstar TS MKT ETF-US | 14.82% | 372,886 | $102.5M | Reduce -0.3% |
| IEFA iShares Core MSCI Eafe ETF | 6.48% | 592,187 | $44.8M | Add +7.3% |
| IVAL Alpha Archi Intl QT Vlu ETF | 5.07% | 1,373,167 | $35.1M | Add +9.5% |
| HYMB SS SPDR N Ice HY Muni ETF | 4.48% | 1,227,999 | $31.0M | Add +11.9% |
| TBIL F/M US Treasury 3 Month Bill | 3.52% | 486,312 | $24.3M | Reduce -3.1% |
| QMOM Alpha US Quant Mom ETF | 3.23% | 376,198 | $22.3M | Add +1.6% |
| ITAN Sparkline Intangible Val ETF | 3.11% | 722,212 | $21.5M | Add +1.6% |
| SYLD Cambria Shareholder Yield Et | 3.04% | 329,745 | $21.0M | Add +9.5% |
| TFI SS SPDR N Ice Muni Bond ETF | 2.76% | 424,019 | $19.1M | Add +2.2% |
| SCHF Schwab Intl Equity ETF | 2.58% | 903,329 | $17.9M | Add +9.8% |
| DLN Wisdomtree US Largecap Divid | 2.52% | 219,598 | $17.4M | Add +0.5% |
| SCHZ Schwab US Aggregate Bond ETF | 2.49% | 742,926 | $17.2M | Add +1.0% |
| AAPL Apple Inc. | 2.33% | 72,496 | $16.1M | Add +8.4% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 2.12% | 411,688 | $14.7M | Add +10.3% |
| MUB iShares National Muni Bond E | 1.96% | 128,290 | $13.5M | Add +3.3% |
| SCHG Schwab US Large-Cap Growth | 1.77% | 489,573 | $12.3M | Add +1.7% |
| MSFT Microsoft Corp. | 1.52% | 27,917 | $10.5M | Add +0.8% |
| AVUV Avantis US Small Cap Value | 1.51% | 119,505 | $10.4M | Add +8.9% |
| SCHX Schwab US Large-Cap ETF | 1.50% | 471,280 | $10.4M | Add +1.3% |
| IVV iShares Core S&P 500 ETF | 1.45% | 17,898 | $10.1M | Reduce -0.9% |
| HYD Vaneck High Yield Muni ETF | 1.42% | 191,556 | $9.8M | Add +0.2% |
| NVDA Nvidia Corp. | 1.25% | 79,546 | $8.6M | Add +5.8% |
| VEA Vanguard Ftse Developed ETF | 0.95% | 129,247 | $6.6M | Add +4.7% |
| IFLN Invesco Bloomberg Enhanced F | 0.82% | 313,567 | $5.7M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 0.78% | 28,207 | $5.4M | Add +12.6% |
| META Meta Platforms Inc. Class A | 0.75% | 8,977 | $5.2M | Reduce -5.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.74% | 13,819 | $5.1M | Reduce -0.4% |
| EFG iShares MSCI Eafe Growth ETF | 0.73% | 50,224 | $5.0M | Reduce -0.4% |
| AMGN Amgen Inc. | 0.70% | 15,497 | $4.8M | Reduce -5.1% |
| TSLA Tesla Inc. | 0.62% | 16,670 | $4.3M | Add +213.5% |
| V Visa Inc. Class A | 0.62% | 12,172 | $4.3M | Add +3.1% |
| VOO Vanguard S&P 500 ETF | 0.62% | 8,295 | $4.3M | Add +78.3% |
| VXUS Vanguard Total Intl Stock | 0.59% | 66,088 | $4.1M | Add +1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.57% | 7,030 | $3.9M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.50% | 6,552 | $3.5M | Add +2.2% |
| JPM JPMorgan Chase & Co. | 0.49% | 13,897 | $3.4M | Add +15.8% |
| SCHM Schwab US Mid Cap ETF | 0.42% | 110,817 | $2.9M | Reduce -3.6% |
| IWF iShares Russell 1000 Growth | 0.40% | 7,742 | $2.8M | Add +20.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.40% | 10,775 | $2.8M | Reduce -2.2% |
| GOOGL Alphabet Inc. Class A | 0.37% | 16,663 | $2.6M | Add +11.6% |
| IWM iShares Russell 2000 ETF | 0.35% | 12,073 | $2.4M | Reduce -1.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.34% | 5,054 | $2.4M | Reduce -3.9% |
| CL Colgate-Palmolive Co. | 0.34% | 24,968 | $2.3M | Reduce -2.8% |
| SCHA Schwab US Small-Cap ETF | 0.33% | 98,477 | $2.3M | Reduce -1.6% |
| DFSI Dimensional Int Sus COR1 ETF | 0.33% | 65,891 | $2.3M | Add +9.2% |
| EFV iShares MSCI Eafe Value ETF | 0.33% | 38,783 | $2.3M | Add +0.1% |
| EQIX Equinix Inc. | 0.31% | 2,647 | $2.2M | New |
| MDY State Street SPDR S&P Midcap | 0.31% | 4,018 | $2.1M | Reduce -0.1% |
| SCHD Schwab US DVD Equity ETF | 0.31% | 76,657 | $2.1M | Reduce -0.0% |
| IJR iShares Core S&P Small-Cap E | 0.30% | 19,984 | $2.1M | Reduce -0.7% |
| IXUS iShares Core Intl Stock ETF | 0.29% | 29,163 | $2.0M | Add +0.3% |
| UNH Unitedhealth Group Inc. | 0.29% | 3,834 | $2.0M | Reduce -4.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.29% | 9,024 | $2.0M | Add +0.9% |
| COMP Compass Inc. Class A | 0.29% | 228,754 | $2.0M | No change |
| MA Mastercard Inc. Class A | 0.29% | 3,603 | $2.0M | Add +4.7% |
| IJH iShares Core S&P Midcap ETF | 0.27% | 32,545 | $1.9M | Reduce -0.9% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.27% | 24,081 | $1.9M | Add +6.3% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.26% | 17,313 | $1.8M | Add +3.9% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.26% | 43,693 | $1.8M | Add +20.6% |
| GOOG Alphabet Inc. Class C | 0.24% | 10,753 | $1.7M | Add +1.6% |
| ABBV Abbvie Inc. | 0.23% | 7,548 | $1.6M | Add +3.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.23% | 31,669 | $1.6M | Add +132.5% |
| AVGO Broadcom Inc. | 0.22% | 9,084 | $1.5M | Add +13.6% |
| JNJ Johnson & Johnson | 0.21% | 8,909 | $1.5M | Add +5.1% |
| DFCF Dimensional Core Fixed Inc. | 0.20% | 32,745 | $1.4M | New |
| LLY Eli Lilly & Co. | 0.19% | 1,614 | $1.3M | Add +9.7% |
| AVSD Avantis Reps Intern Equi ETF | 0.19% | 21,868 | $1.3M | Add +11.7% |
| NYF iShares New York Muni Bond E | 0.19% | 24,803 | $1.3M | Add +8.3% |
| SHOP Shopify Inc. Class A | 0.18% | 13,027 | $1.2M | Add +58.7% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.18% | 11,090 | $1.2M | Reduce -0.4% |
| COST Costco Wholesale Corp. | 0.17% | 1,270 | $1.2M | Add +13.1% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.17% | 17,449 | $1.2M | Add +7.9% |
| NUSC Nuveen ESG Small-Cap ETF | 0.17% | 30,424 | $1.2M | Add +11.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.17% | 7,250 | $1.2M | No change |
| XOM Exxon Mobil Corp. | 0.16% | 9,406 | $1.1M | Add +10.9% |
| PG The Procter & Gamble Co. | 0.16% | 6,547 | $1.1M | Add +6.1% |
| ISRG Intuitive Surgical Inc. | 0.15% | 2,134 | $1.1M | Add +86.5% |
| UBER Uber Technologies Inc. | 0.15% | 14,391 | $1.0M | Reduce -7.5% |
| NUMG Nuveen ESG Mid-Cap Grow ETF | 0.15% | 23,735 | $1.0M | Add +7.7% |
| VIG Vanguard Dividend Apprec ETF | 0.15% | 5,203 | $1.0M | Add +2.7% |
| BX Blackstone Inc. | 0.15% | 7,216 | $1.0M | Add +8.9% |
| NFLX Netflix Inc. | 0.14% | 1,071 | $999K | Add +4.7% |
| AGG iShares Core U.S. Aggregate | 0.13% | 9,419 | $932K | Add +3.2% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.13% | 26,940 | $922K | Add +10.9% |
| HD Home Depot Inc. | 0.13% | 2,489 | $912K | Add +6.1% |
| IWP iShares Russell Mid-Cap Grow | 0.13% | 7,370 | $866K | No change |
| WMT Walmart Inc. | 0.12% | 9,727 | $854K | Add +9.9% |
| AMD Advanced Micro Devices | 0.12% | 8,113 | $834K | Reduce -2.0% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.12% | 34,911 | $824K | Add +15.0% |
| IWS iShares Russell Mid-Cap Valu | 0.12% | 6,440 | $811K | Add +0.0% |
| ORCL Oracle Corp. | 0.11% | 5,679 | $794K | Add +4.8% |
| XBIL F/M US Treasury 6 Month Bill | 0.11% | 15,823 | $794K | Reduce -27.0% |
| NOW ServiceNow Inc. | 0.11% | 923 | $735K | Add +8.7% |
| SUB iShares Short-Term National | 0.10% | 6,756 | $713K | Add +21.7% |
| EFA iShares MSCI Eafe ETF | 0.10% | 8,322 | $680K | No change |
| RTX RTX Corp. | 0.10% | 5,082 | $673K | Add +4.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.10% | 2,696 | $659K | No change |
| MCD McDonald's Corp. | 0.09% | 2,060 | $643K | Add +6.1% |
| DFSV Dimensional US Small Cap Val | 0.09% | 22,360 | $629K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.09% | 13,900 | $629K | Reduce -1.6% |
Portfolio Sells Q4 2024 → Q1 2025
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.3% | 14.82% | −1.09 |
| LOAR Loar Holdings Inc. | Sold out | 0.00% | −0.74 |
| CVGI Commercial Vehicle Group Inc. | Sold out | 0.00% | −0.48 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -3.1% | 3.52% | −0.16 |
| IVV iShares Core S&P 500 ETF | Reduce -0.9% | 1.45% | −0.11 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.10 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.4% | 0.74% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -5.1% | 0.75% | −0.06 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.9% | 0.34% | −0.05 |
| IWM iShares Russell 2000 ETF | Reduce -1.3% | 0.35% | −0.05 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.05 |
| SCHM Schwab US Mid Cap ETF | Reduce -3.6% | 0.42% | −0.05 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.6% | 0.33% | −0.05 |
| XBIL F/M US Treasury 6 Month Bill | Reduce -27.0% | 0.11% | −0.04 |
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −0.04 |
| PDBC Invesco Optimum Yield Divers | Sold out | 0.00% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.7% | 0.30% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 0.57% | −0.04 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.04 |
| DECK Deckers Outdoor Corp. | Sold out | 0.00% | −0.04 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.03 |
| IJJ iShares S&P Mid-Cap 400 Valu | Sold out | 0.00% | −0.03 |
| IJK iShares S&P Mid-Cap 400 Grow | Sold out | 0.00% | −0.03 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.03 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.03 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.03 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.03 |
| MDY State Street SPDR S&P Midcap | Reduce -0.1% | 0.31% | −0.03 |
| AMD Advanced Micro Devices | Reduce -2.0% | 0.12% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.9% | 0.27% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.2% | 0.40% | −0.02 |
| RMT Royce Micro-Cap Trust Inc. | Sold out | 0.00% | −0.02 |
| UPS United Parcel Service Class B | Reduce -5.3% | 0.07% | −0.02 |
| IFLN Invesco Bloomberg Enhanced F | Reduce -0.2% | 0.82% | −0.01 |
| APH Amphenol Corp. Class A | Reduce -7.7% | 0.09% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -13.3% | 0.06% | −0.01 |
| PFE Pfizer Inc. | Reduce -12.3% | 0.06% | −0.01 |
| OBIL F/M US Treasury 12 Month Bil | Reduce -12.7% | 0.07% | −0.01 |
| DHR Danaher Corp. | Reduce -3.6% | 0.06% | −0.01 |
| IYW iShares Ustechnology ETF | Reduce -7.2% | 0.04% | −0.01 |
| CMG Chipotle Mexican Grill Inc. | Reduce -1.5% | 0.03% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -4.6% | 0.29% | −0.01 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -1.2% | 0.08% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -0.3% | 0.06% | −0.01 |
| RJF Raymond James Financial Inc. | Reduce -1.4% | 0.04% | −0.01 |
| AMP Ameriprise Financial Inc. | Reduce -2.2% | 0.04% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -8.1% | 0.04% | −0.01 |
| TRV The Travelers Cos Inc. | Reduce -21.3% | 0.03% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| IEFA iShares Core MSCI Eafe ETF | Add +7.3% | 6.48% | +0.79 |
| IVAL Alpha Archi Intl QT Vlu ETF | Add +9.5% | 5.07% | +0.65 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +11.9% | 4.48% | +0.36 |
| SCHF Schwab Intl Equity ETF | Add +9.8% | 2.58% | +0.35 |
| EQIX Equinix Inc. | New | 0.31% | +0.31 |
| TSLA Tesla Inc. | Add +213.5% | 0.62% | +0.31 |
| IQDG Wisdomtree Intl QLTY DVD GRW | Add +10.3% | 2.12% | +0.25 |
| VOO Vanguard S&P 500 ETF | Add +78.3% | 0.62% | +0.25 |
| DFCF Dimensional Core Fixed Inc. | New | 0.20% | +0.20 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +132.5% | 0.23% | +0.13 |
| VEA Vanguard Ftse Developed ETF | Add +4.7% | 0.95% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.2% | 0.50% | +0.08 |
| JPM JPMorgan Chase & Co. | Add +15.8% | 0.49% | +0.07 |
| V Visa Inc. Class A | Add +3.1% | 0.62% | +0.07 |
| ISRG Intuitive Surgical Inc. | Add +86.5% | 0.15% | +0.07 |
| SHOP Shopify Inc. Class A | Add +58.7% | 0.18% | +0.05 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +20.6% | 0.26% | +0.05 |
| COWZ Pacer US Cash Cows 100 ETF | New | 0.05% | +0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.04% | +0.04 |
| DFSI Dimensional Int Sus COR1 ETF | Add +9.2% | 0.33% | +0.04 |
| HUBS HubSpot Inc. | New | 0.04% | +0.04 |
| ABBV Abbvie Inc. | Add +3.7% | 0.23% | +0.04 |
| PEG Public Service Enterprise GP | New | 0.04% | +0.04 |
| SCHZ Schwab US Aggregate Bond ETF | Add +1.0% | 2.49% | +0.04 |
| BSX Boston Scientific Corp. | New | 0.04% | +0.04 |
| PH Parker Hannifin Corp. | New | 0.04% | +0.04 |
| TMUS T-Mobile US Inc. | New | 0.03% | +0.03 |
| JNJ Johnson & Johnson | Add +5.1% | 0.21% | +0.03 |
| IAU iShares Gold Trust | New | 0.03% | +0.03 |
| DNL Wisdmtree GB Ex-US QL GR-Usd | New | 0.03% | +0.03 |
| EFV iShares MSCI Eafe Value ETF | Add +0.1% | 0.33% | +0.03 |
| WM Waste Management Inc. | New | 0.03% | +0.03 |
| VEEV Veeva Systems Inc. Class A | New | 0.03% | +0.03 |
| EZM Wisdomtree US Midcap Fund | New | 0.03% | +0.03 |
| TXN Texas Instruments Inc. | New | 0.03% | +0.03 |
| SCHE Schwab Emrg Mrkts Eqty ETF | New | 0.03% | +0.03 |
| DFAS Dimensional US Small Cap ETF | New | 0.03% | +0.03 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | New | 0.03% | +0.03 |
| AIG American International Group | New | 0.03% | +0.03 |
| SBUX Starbucks Corp. | New | 0.03% | +0.03 |
| AVSD Avantis Reps Intern Equi ETF | Add +11.7% | 0.19% | +0.03 |
| TSCO Tractor Supply Company | New | 0.03% | +0.03 |
| MS Morgan Stanley | New | 0.03% | +0.03 |
| MO Altria Group Inc. | New | 0.03% | +0.03 |
| VXUS Vanguard Total Intl Stock | Add +1.3% | 0.59% | +0.03 |
| XOM Exxon Mobil Corp. | Add +10.9% | 0.16% | +0.03 |
| LLY Eli Lilly & Co. | Add +9.7% | 0.19% | +0.03 |
| DLN Wisdomtree US Largecap Divid | Add +0.5% | 2.52% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +20.1% | 0.40% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +52.2% | 0.07% | +0.02 |
Options Activity Q4 2024 → Q1 2025
| AVUV Avantis US Small Cap Value | put | Sold out | 25 | $10.4Mbefore exit |
| MRK Merck & Co. Inc. | put | Sold out | 1 | $442Kbefore 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 |