Revolve Wealth Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 28, 2025), Revolve Wealth Partners, LLC reported 226 stock positions worth $765.7 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 15.6% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 6.3%) and Alpha Archi Intl QT Vlu ETF (IVAL, 4.9%). Compared with Q1 2025, it opened 19 new positions, sold out of 18, added to 81 and reduced 109. The biggest buy was Dimensional Core Fixed (DFCF, shares +1142%) and the biggest sale SS SPDR N Ice HY Muni ETF (HYMB, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Hackensack, NJ
- CIK
- 0001808992
- Portfolio Value
- $765.7M (Q2 2025)
- SEC Filing
- 0001667731-25-000986 ↗ filed Jul 28, 2025
Holdings Value
Holdings 226 stocks · $765.7M
| VTI VG Morningstar TS MKT ETF-US | 15.59% | 392,681 | $119.3M | Add +5.3% |
| IEFA iShares Core MSCI Eafe ETF | 6.33% | 580,816 | $48.5M | Reduce -1.9% |
| IVAL Alpha Archi Intl QT Vlu ETF | 4.93% | 1,352,846 | $37.7M | Reduce -1.5% |
| HYMB SS SPDR N Ice HY Muni ETF | 3.83% | 1,184,208 | $29.3M | Reduce -3.6% |
| QMOM Alpha US Quant Mom ETF | 3.45% | 406,828 | $26.4M | Add +8.1% |
| ITAN Sparkline Intangible Val ETF | 3.27% | 776,052 | $25.1M | Add +7.5% |
| TBIL F/M US Treasury 3 Month Bill | 3.18% | 486,487 | $24.3M | Add +0.0% |
| SYLD Cambria Shareholder Yield Et | 3.11% | 366,072 | $23.8M | Add +11.0% |
| SCHF Schwab Intl Equity ETF | 2.73% | 945,290 | $20.9M | Add +4.7% |
| TFI SS SPDR N Ice Muni Bond ETF | 2.41% | 412,345 | $18.4M | Reduce -2.8% |
| DLN Wisdomtree US Largecap Divid | 2.29% | 213,427 | $17.5M | Reduce -2.8% |
| DFCF Dimensional Core Fixed Inc. | 2.24% | 406,639 | $17.2M | Add +1141.8% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 2.21% | 425,956 | $16.9M | Add +3.5% |
| SCHZ Schwab US Aggregate Bond ETF | 2.20% | 724,791 | $16.8M | Reduce -2.4% |
| AAPL Apple Inc. | 1.82% | 68,081 | $14.0M | Reduce -6.1% |
| MUB iShares National Muni Bond E | 1.82% | 133,315 | $13.9M | Add +3.9% |
| MSFT Microsoft Corp. | 1.78% | 27,385 | $13.6M | Reduce -1.9% |
| SCHG Schwab US Large-Cap Growth | 1.72% | 450,756 | $13.2M | Reduce -7.9% |
| NVDA Nvidia Corp. | 1.56% | 75,405 | $11.9M | Reduce -5.2% |
| HYD Vaneck High Yield Muni ETF | 1.51% | 230,612 | $11.6M | Add +20.4% |
| IVV iShares Core S&P 500 ETF | 1.49% | 18,415 | $11.4M | Add +2.9% |
| AVUV Avantis US Small Cap Value | 1.45% | 122,252 | $11.1M | Add +2.3% |
| SCHX Schwab US Large-Cap ETF | 1.37% | 430,465 | $10.5M | Reduce -8.7% |
| VEA Vanguard Ftse Developed ETF | 0.96% | 129,086 | $7.4M | Reduce -0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.88% | 15,347 | $6.7M | Add +11.1% |
| META Meta Platforms Inc. Class A | 0.77% | 7,997 | $5.9M | Reduce -10.9% |
| AMZN Amazon.com Inc. | 0.77% | 26,810 | $5.9M | Reduce -5.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.76% | 52,017 | $5.8M | Add +3.6% |
| IFLN Invesco Bloomberg Enhanced F | 0.74% | 305,488 | $5.6M | Reduce -2.6% |
| TSLA Tesla Inc. | 0.72% | 17,407 | $5.5M | Add +4.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.62% | 7,723 | $4.8M | Add +9.9% |
| VXUS Vanguard Total Intl Stock | 0.57% | 63,670 | $4.4M | Reduce -3.7% |
| V Visa Inc. Class A | 0.56% | 12,170 | $4.3M | Reduce -0.0% |
| AMGN Amgen Inc. | 0.55% | 15,127 | $4.2M | Reduce -2.4% |
| JPM JPMorgan Chase & Co. | 0.53% | 14,042 | $4.1M | Add +1.0% |
| VOO Vanguard S&P 500 ETF | 0.52% | 7,046 | $4.0M | Reduce -15.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.41% | 6,541 | $3.2M | Reduce -0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.40% | 10,988 | $3.1M | Add +2.0% |
| GOOGL Alphabet Inc. Class A | 0.40% | 17,350 | $3.1M | Add +4.1% |
| SCHM Schwab US Mid Cap ETF | 0.40% | 108,164 | $3.0M | Reduce -2.4% |
| IWF iShares Russell 1000 Growth | 0.37% | 6,696 | $2.8M | Reduce -13.5% |
| DFSI Dimensional Int Sus COR1 ETF | 0.33% | 64,864 | $2.6M | Reduce -1.6% |
| SCHD Schwab US DVD Equity ETF | 0.33% | 96,010 | $2.5M | Add +25.3% |
| AVGO Broadcom Inc. | 0.33% | 9,140 | $2.5M | Add +0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.33% | 4,520 | $2.5M | Reduce -10.6% |
| EFV iShares MSCI Eafe Value ETF | 0.31% | 37,896 | $2.4M | Reduce -2.3% |
| IWM iShares Russell 2000 ETF | 0.30% | 10,522 | $2.3M | Reduce -12.8% |
| SCHA Schwab US Small-Cap ETF | 0.29% | 88,818 | $2.2M | Reduce -9.8% |
| CL Colgate-Palmolive Co. | 0.29% | 24,631 | $2.2M | Reduce -1.4% |
| IXUS iShares Core Intl Stock ETF | 0.29% | 28,936 | $2.2M | Reduce -0.8% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.29% | 23,753 | $2.2M | Reduce -1.4% |
| IJR iShares Core S&P Small-Cap E | 0.28% | 19,922 | $2.2M | Reduce -0.3% |
| MDY State Street SPDR S&P Midcap | 0.28% | 3,777 | $2.1M | Reduce -6.0% |
| EQIX Equinix Inc. | 0.28% | 2,650 | $2.1M | Add +0.1% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.27% | 17,896 | $2.1M | Add +3.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.27% | 8,598 | $2.0M | Reduce -4.7% |
| MA Mastercard Inc. Class A | 0.26% | 3,607 | $2.0M | Add +0.1% |
| IJH iShares Core S&P Midcap ETF | 0.26% | 32,493 | $2.0M | Reduce -0.2% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.24% | 43,879 | $1.8M | Add +0.4% |
| GOOG Alphabet Inc. Class C | 0.24% | 10,201 | $1.8M | Reduce -5.1% |
| NYF iShares New York Muni Bond E | 0.20% | 28,716 | $1.5M | Add +15.8% |
| NFLX Netflix Inc. | 0.19% | 1,087 | $1.5M | Add +1.5% |
| AVSD Avantis Reps Intern Equi ETF | 0.19% | 21,461 | $1.4M | Reduce -1.9% |
| COMP Compass Inc. Class A | 0.19% | 228,823 | $1.4M | Add +0.0% |
| ABBV Abbvie Inc. | 0.18% | 7,405 | $1.4M | Reduce -1.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.17% | 8,051 | $1.3M | Add +11.1% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.17% | 17,329 | $1.3M | Reduce -0.7% |
| NUSC Nuveen ESG Small-Cap ETF | 0.16% | 30,786 | $1.3M | Add +1.2% |
| ORCL Oracle Corp. | 0.16% | 5,701 | $1.2M | Add +0.4% |
| COST Costco Wholesale Corp. | 0.16% | 1,220 | $1.2M | Reduce -3.9% |
| APH Amphenol Corp. Class A | 0.16% | 12,117 | $1.2M | Add +30.0% |
| LLY Eli Lilly & Co. | 0.16% | 1,530 | $1.2M | Reduce -5.2% |
| NUMG Nuveen ESG Mid-Cap Grow ETF | 0.15% | 24,482 | $1.2M | Add +3.1% |
| DFSV Dimensional US Small Cap Val | 0.15% | 40,183 | $1.2M | Add +79.7% |
| UBER Uber Technologies Inc. | 0.15% | 12,533 | $1.2M | Reduce -12.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.15% | 23,640 | $1.2M | Reduce -25.4% |
| ISRG Intuitive Surgical Inc. | 0.15% | 2,080 | $1.1M | Reduce -2.5% |
| UNH Unitedhealth Group Inc. | 0.14% | 3,431 | $1.1M | Reduce -10.5% |
| AMD Advanced Micro Devices | 0.14% | 7,541 | $1.1M | Reduce -7.0% |
| VIG Vanguard Dividend Apprec ETF | 0.14% | 5,203 | $1.1M | No change |
| JNJ Johnson & Johnson | 0.14% | 6,902 | $1.1M | Reduce -22.5% |
| XOM Exxon Mobil Corp. | 0.13% | 9,314 | $1.0M | Reduce -1.0% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.13% | 27,485 | $991K | Add +2.0% |
| IWP iShares Russell Mid-Cap Grow | 0.13% | 7,046 | $977K | Reduce -4.4% |
| HD Home Depot Inc. | 0.13% | 2,648 | $971K | Add +6.4% |
| WMT Walmart Inc. | 0.13% | 9,830 | $961K | Add +1.1% |
| PG The Procter & Gamble Co. | 0.12% | 5,977 | $952K | Reduce -8.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.12% | 3,330 | $947K | Add +23.5% |
| AGG iShares Core U.S. Aggregate | 0.12% | 9,420 | $934K | Add +0.0% |
| NOW ServiceNow Inc. | 0.12% | 907 | $932K | Reduce -1.7% |
| SHOP Shopify Inc. Class A | 0.12% | 7,980 | $920K | Reduce -38.7% |
| BX Blackstone Inc. | 0.12% | 6,068 | $908K | Reduce -15.9% |
| PLTR Palantir Technologies Inc. Class A | 0.12% | 6,493 | $885K | Reduce -1.6% |
| IWS iShares Russell Mid-Cap Valu | 0.11% | 6,133 | $810K | Reduce -4.8% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.10% | 31,407 | $771K | Reduce -10.0% |
| RTX RTX Corp. | 0.10% | 5,144 | $751K | Add +1.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 2,467 | $727K | Add +15.0% |
| SUB iShares Short-Term National | 0.09% | 6,756 | $718K | No change |
| EFA iShares MSCI Eafe ETF | 0.09% | 7,769 | $695K | Reduce -6.7% |
| VWO Vanguard Ftse Emerging Marke | 0.09% | 13,900 | $687K | No change |
Options reported separately and not counted above: AMGN calls ($3.2M), UNH puts ($686K).
Portfolio Sells Q1 2025 → Q2 2025
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -3.6% | 3.83% | −0.65 |
| AAPL Apple Inc. | Reduce -6.1% | 1.82% | −0.50 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -2.8% | 2.41% | −0.36 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -2.4% | 2.20% | −0.29 |
| DLN Wisdomtree US Largecap Divid | Reduce -2.8% | 2.29% | −0.23 |
| BOXX Alpha Architect 1-3 MNTH Box | Sold out | 0.00% | −0.18 |
| UNH Unitedhealth Group Inc. | Reduce -10.5% | 0.14% | −0.15 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.9% | 6.33% | −0.15 |
| AMGN Amgen Inc. | Reduce -2.4% | 0.55% | −0.15 |
| IVAL Alpha Archi Intl QT Vlu ETF | Reduce -1.5% | 4.93% | −0.15 |
| SCHX Schwab US Large-Cap ETF | Reduce -8.7% | 1.37% | −0.13 |
| VOO Vanguard S&P 500 ETF | Reduce -15.1% | 0.52% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 0.41% | −0.09 |
| IFLN Invesco Bloomberg Enhanced F | Reduce -2.6% | 0.74% | −0.08 |
| JNJ Johnson & Johnson | Reduce -22.5% | 0.14% | −0.08 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -25.4% | 0.15% | −0.08 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.07 |
| SHOP Shopify Inc. Class A | Reduce -38.7% | 0.12% | −0.06 |
| SCHG Schwab US Large-Cap Growth | Reduce -7.9% | 1.72% | −0.05 |
| V Visa Inc. Class A | Reduce -0.0% | 0.56% | −0.05 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Sold out | 0.00% | −0.05 |
| IWM iShares Russell 2000 ETF | Reduce -12.8% | 0.30% | −0.05 |
| ABBV Abbvie Inc. | Reduce -1.9% | 0.18% | −0.05 |
| CL Colgate-Palmolive Co. | Reduce -1.4% | 0.29% | −0.05 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -63.9% | 0.03% | −0.04 |
| SCHA Schwab US Small-Cap ETF | Reduce -9.8% | 0.29% | −0.04 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.04 |
| KVUE Kenvue Inc. | Sold out | 0.00% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -5.2% | 0.16% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -8.7% | 0.12% | −0.04 |
| FNDA Schwab Fndmntl US SM Co. ETF | Sold out | 0.00% | −0.04 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -13.5% | 0.37% | −0.03 |
| XBIL F/M US Treasury 6 Month Bill | Reduce -19.7% | 0.08% | −0.03 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Sold out | 0.00% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -1.0% | 0.13% | −0.03 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Sold out | 0.00% | −0.03 |
| MDY State Street SPDR S&P Midcap | Reduce -6.0% | 0.28% | −0.03 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.03 |
| AIG American International Group | Sold out | 0.00% | −0.03 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.03 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.03 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.03 |
| BX Blackstone Inc. | Reduce -15.9% | 0.12% | −0.03 |
| CVX Chevron Corp. | Reduce -13.0% | 0.05% | −0.03 |
| OKE Oneok Inc. | Reduce -5.0% | 0.06% | −0.02 |
| SCHM Schwab US Mid Cap ETF | Reduce -2.4% | 0.40% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.7% | 0.27% | −0.02 |
| VXUS Vanguard Total Intl Stock | Reduce -3.7% | 0.57% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| DFCF Dimensional Core Fixed Inc. | Add +1141.8% | 2.24% | +2.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +5.3% | 15.59% | +0.76 |
| QMOM Alpha US Quant Mom ETF | Add +8.1% | 3.45% | +0.22 |
| ITAN Sparkline Intangible Val ETF | Add +7.5% | 3.27% | +0.16 |
| SCHF Schwab Intl Equity ETF | Add +4.7% | 2.73% | +0.14 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +11.1% | 0.88% | +0.14 |
| AVGO Broadcom Inc. | Add +0.6% | 0.33% | +0.11 |
| TSLA Tesla Inc. | Add +4.4% | 0.72% | +0.10 |
| HYD Vaneck High Yield Muni ETF | Add +20.4% | 1.51% | +0.09 |
| IQDG Wisdomtree Intl QLTY DVD GRW | Add +3.5% | 2.21% | +0.08 |
| APH Amphenol Corp. Class A | Add +30.0% | 0.16% | +0.07 |
| SYLD Cambria Shareholder Yield Et | Add +11.0% | 3.11% | +0.07 |
| DFSV Dimensional US Small Cap Val | Add +79.7% | 0.15% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +9.9% | 0.62% | +0.05 |
| BLK BlackRock Inc. | New | 0.05% | +0.05 |
| COF Capital One Financial Corp. | New | 0.05% | +0.05 |
| ORCL Oracle Corp. | Add +0.4% | 0.16% | +0.05 |
| NFLX Netflix Inc. | Add +1.5% | 0.19% | +0.05 |
| GEV GE Vernova Inc. | New | 0.04% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +2.9% | 1.49% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +1.0% | 0.53% | +0.04 |
| RSP Invesco S&P 500 Equal Weight | New | 0.04% | +0.04 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.04% | +0.04 |
| EFG iShares MSCI Eafe Growth ETF | Add +3.6% | 0.76% | +0.03 |
| CVNA Carvana Co. | New | 0.03% | +0.03 |
| MCK McKesson Corp. | New | 0.03% | +0.03 |
| AMAT Applied Materials Inc. | New | 0.03% | +0.03 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +23.5% | 0.12% | +0.03 |
| KR Kroger Co. | New | 0.03% | +0.03 |
| TT Trane Technologies PLC | New | 0.03% | +0.03 |
| WELL Welltower Inc. | New | 0.03% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +4.1% | 0.40% | +0.03 |
| CVS CVS Health Corp. | New | 0.03% | +0.03 |
| ESGD iShares Trust iShares ESG Aw | New | 0.03% | +0.03 |
| IJJ iShares S&P Mid-Cap 400 Valu | New | 0.03% | +0.03 |
| IJK iShares S&P Mid-Cap 400 Grow | New | 0.03% | +0.03 |
| SYK Stryker Corp. | New | 0.03% | +0.03 |
| SCHD Schwab US DVD Equity ETF | Add +25.3% | 0.33% | +0.02 |
| IBM Intl Business Machines Corp. | Add +15.0% | 0.10% | +0.02 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +3.4% | 0.27% | +0.02 |
| INTU Intuit Inc. | Add +4.0% | 0.09% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.9% | 0.06% | +0.01 |
| ROK Rockwell Automation Inc. | Add +21.2% | 0.05% | +0.01 |
| CSX CSX Corp. | Add +18.6% | 0.08% | +0.01 |
| ETN Eaton Corp. PLC | Add +3.9% | 0.05% | +0.01 |
| IDXX Idexx Laboratories Inc. | Add +0.3% | 0.06% | +0.01 |
| NUMG Nuveen ESG Mid-Cap Grow ETF | Add +3.1% | 0.15% | +0.01 |
| APP AppLovin Corp. Class A | Add +0.3% | 0.04% | +0.01 |
| NYF iShares New York Muni Bond E | Add +15.8% | 0.20% | +0.01 |
| PM Philip Morris International | Add +6.8% | 0.06% | +0.01 |
Options Activity Q1 2025 → Q2 2025
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 |