Revolve Wealth Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 20, 2026), Revolve Wealth Partners, LLC reported 228 stock positions worth $850.7 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 15.2% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 6.1%) and Alpha Archi Intl QT Vlu ETF (IVAL, 5.1%). Compared with Q3 2025, it opened 10 new positions, sold out of 14, added to 93 and reduced 108. The biggest buy was a new position in Bitwise 10 Crypto Index ETF (BITW) and the biggest sale Microsoft (MSFT, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- Hackensack, NJ
- CIK
- 0001808992
- Portfolio Value
- $850.7M (Q4 2025)
- SEC Filing
- 0002085853-26-000053 ↗ filed Jan 20, 2026
Holdings Value
Holdings 228 stocks · $850.7M
| VTI VG Morningstar TS MKT ETF-US | 15.23% | 386,330 | $129.5M | Reduce -1.2% |
| IEFA iShares Core MSCI Eafe ETF | 6.13% | 583,284 | $52.2M | Add +0.4% |
| IVAL Alpha Archi Intl QT Vlu ETF | 5.14% | 1,389,492 | $43.7M | Reduce -0.7% |
| ITAN Sparkline Intangible Val ETF | 3.45% | 792,783 | $29.4M | Reduce -0.9% |
| QMOM Alpha US Quant Mom ETF | 3.29% | 428,269 | $28.0M | Add +0.9% |
| SYLD Cambria Shareholder Yield Et | 3.16% | 386,989 | $26.9M | Add +1.3% |
| HYMB SS SPDR N Ice HY Muni ETF | 3.12% | 1,062,705 | $26.5M | Reduce -4.1% |
| SCHF Schwab Intl Equity ETF | 2.96% | 1,048,663 | $25.2M | Add +1.4% |
| TBIL F/M US Treasury 3 Month Bill | 2.85% | 485,572 | $24.2M | Reduce -4.9% |
| TFI SS SPDR N Ice Muni Bond ETF | 2.37% | 441,931 | $20.2M | Add +4.9% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 2.28% | 466,981 | $19.4M | Add +1.6% |
| AAPL Apple Inc. | 2.26% | 70,873 | $19.3M | Reduce -5.3% |
| DLN Wisdomtree US Largecap Divid | 2.20% | 212,263 | $18.7M | Add +1.6% |
| SCHZ Schwab US Aggregate Bond ETF | 2.17% | 789,604 | $18.5M | Add +4.8% |
| DFCF Dimensional Core Fixed Inc. | 2.13% | 425,300 | $18.1M | Add +3.4% |
| MUB iShares National Muni Bond E | 1.87% | 148,750 | $15.9M | Add +4.6% |
| HYD Vaneck High Yield Muni ETF | 1.81% | 301,236 | $15.4M | Reduce -6.0% |
| SCHG Schwab US Large-Cap Growth | 1.73% | 451,937 | $14.7M | Add +0.8% |
| AVUV Avantis US Small Cap Value | 1.61% | 134,340 | $13.7M | Add +2.6% |
| NVDA Nvidia Corp. | 1.57% | 71,443 | $13.3M | Reduce -7.4% |
| MSFT Microsoft Corp. | 1.53% | 26,961 | $13.0M | Reduce -5.9% |
| IVV iShares Core S&P 500 ETF | 1.41% | 17,542 | $12.0M | Reduce -9.8% |
| SCHX Schwab US Large-Cap ETF | 1.36% | 430,740 | $11.6M | Add +0.6% |
| VEA Vanguard Ftse Developed ETF | 1.02% | 139,223 | $8.7M | Add +3.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.89% | 15,510 | $7.6M | Add +2.8% |
| TSLA Tesla Inc. | 0.79% | 14,866 | $6.7M | Reduce -4.6% |
| IFLN Invesco Bloomberg Enhanced F | 0.72% | 331,072 | $6.2M | Add +3.7% |
| META Meta Platforms Inc. Class A | 0.70% | 9,080 | $6.0M | Add +2.9% |
| AMZN Amazon.com Inc. | 0.69% | 25,247 | $5.8M | Reduce -6.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.68% | 51,102 | $5.8M | Reduce -1.0% |
| GOOGL Alphabet Inc. Class A | 0.65% | 17,757 | $5.6M | Reduce -1.3% |
| VXUS Vanguard Total Intl Stock | 0.56% | 63,702 | $4.8M | Add +0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.54% | 6,782 | $4.6M | Reduce -11.4% |
| AMGN Amgen Inc. | 0.54% | 13,911 | $4.6M | Reduce -3.8% |
| JPM JPMorgan Chase & Co. | 0.53% | 14,123 | $4.6M | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 0.48% | 6,572 | $4.1M | Add +2.8% |
| V Visa Inc. Class A | 0.48% | 11,734 | $4.1M | Reduce -2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 6,651 | $3.3M | Add +0.9% |
| AVGO Broadcom Inc. | 0.39% | 9,616 | $3.3M | Add +2.2% |
| SCHM Schwab US Mid Cap ETF | 0.38% | 106,531 | $3.2M | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 0.37% | 10,079 | $3.2M | Reduce -5.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.36% | 10,553 | $3.1M | Reduce -1.2% |
| BITW Bitwise 10 Crypto Index ETF | 0.33% | 48,253 | $2.8M | New |
| DFSI Dimensional Int Sus COR1 ETF | 0.33% | 66,032 | $2.8M | Add +3.6% |
| EFV iShares MSCI Eafe Value ETF | 0.31% | 37,164 | $2.7M | Reduce -1.0% |
| AAEQ Alpha Architct US Eqty 2 ETF | 0.31% | 53,012 | $2.6M | New |
| SCHD Schwab US DVD Equity ETF | 0.31% | 94,945 | $2.6M | Reduce -0.2% |
| SCHA Schwab US Small-Cap ETF | 0.30% | 89,210 | $2.5M | Reduce -0.2% |
| IWF iShares Russell 1000 Growth | 0.30% | 5,306 | $2.5M | Reduce -3.5% |
| IWM iShares Russell 2000 ETF | 0.29% | 10,089 | $2.5M | Reduce -16.6% |
| IXUS iShares Core Intl Stock ETF | 0.29% | 28,970 | $2.5M | Add +0.1% |
| COMP Compass Inc. Class A | 0.28% | 228,942 | $2.4M | Add +0.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 3,841 | $2.4M | Reduce -8.6% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.28% | 24,048 | $2.4M | Add +4.7% |
| IJR iShares Core S&P Small-Cap E | 0.27% | 19,310 | $2.3M | Reduce -2.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.27% | 17,983 | $2.3M | Add +3.0% |
| MDY State Street SPDR S&P Midcap | 0.27% | 3,785 | $2.3M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.25% | 8,396 | $2.2M | Reduce -5.9% |
| AAUS Alpha Architect US Eqy ETF | 0.25% | 38,206 | $2.1M | Reduce -1.2% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.24% | 45,681 | $2.1M | Add +3.4% |
| IJH iShares Core S&P Midcap ETF | 0.24% | 30,537 | $2.0M | Reduce -5.8% |
| MA Mastercard Inc. Class A | 0.23% | 3,422 | $2.0M | Reduce -5.6% |
| EQIX Equinix Inc. | 0.22% | 2,396 | $1.8M | Reduce -2.7% |
| AVUS Avantis U.S. Equity ETF | 0.22% | 16,420 | $1.8M | New |
| ABBV Abbvie Inc. | 0.20% | 7,554 | $1.7M | Reduce -0.0% |
| LLY Eli Lilly & Co. | 0.20% | 1,596 | $1.7M | Add +11.0% |
| AMD Advanced Micro Devices | 0.20% | 7,864 | $1.7M | Add +1.7% |
| AVSD Avantis Reps Intern Equi ETF | 0.19% | 21,586 | $1.6M | Add +2.4% |
| NYF iShares New York Muni Bond E | 0.19% | 29,545 | $1.6M | Add +2.5% |
| JNJ Johnson & Johnson | 0.18% | 7,597 | $1.6M | Add +0.6% |
| TOL Toll Brothers Inc. | 0.18% | 11,562 | $1.6M | Reduce -0.0% |
| NUSC Nuveen ESG Small-Cap ETF | 0.17% | 32,613 | $1.5M | Add +3.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.17% | 8,052 | $1.4M | No change |
| DMXF iShares ESG Advanc MSCI Eafe | 0.16% | 18,242 | $1.4M | Add +5.8% |
| XOM Exxon Mobil Corp. | 0.16% | 11,377 | $1.4M | Add +1.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.15% | 25,875 | $1.3M | Add +15.0% |
| APH Amphenol Corp. Class A | 0.15% | 9,423 | $1.3M | Reduce -0.2% |
| CL Colgate-Palmolive Co. | 0.15% | 16,022 | $1.3M | Reduce -34.5% |
| NUMG Nuveen ESG Mid-Cap Grow ETF | 0.15% | 26,176 | $1.2M | Add +6.6% |
| DFSV Dimensional US Small Cap Val | 0.14% | 37,021 | $1.2M | Reduce -4.8% |
| PLTR Palantir Technologies Inc. Class A | 0.14% | 6,678 | $1.2M | Add +1.3% |
| UNH Unitedhealth Group Inc. | 0.14% | 3,536 | $1.2M | Reduce -1.3% |
| MU Micron Technology Inc. | 0.13% | 4,006 | $1.1M | Add +2.0% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.13% | 28,979 | $1.1M | Add +4.4% |
| VIG Vanguard Dividend Apprec ETF | 0.13% | 5,147 | $1.1M | Reduce -0.4% |
| ISRG Intuitive Surgical Inc. | 0.13% | 1,947 | $1.1M | Reduce -0.1% |
| ORCL Oracle Corp. | 0.13% | 5,624 | $1.1M | Reduce -7.0% |
| WMT Walmart Inc. | 0.13% | 9,776 | $1.1M | Reduce -1.5% |
| SHOP Shopify Inc. Class A | 0.12% | 6,579 | $1.1M | Reduce -2.0% |
| COST Costco Wholesale Corp. | 0.12% | 1,146 | $988K | Reduce -5.0% |
| NFLX Netflix Inc. | 0.11% | 10,427 | $978K | Reduce -3.5% |
| IWP iShares Russell Mid-Cap Grow | 0.11% | 7,046 | $965K | Reduce -4.4% |
| AGG iShares Core U.S. Aggregate | 0.11% | 9,571 | $956K | Reduce -0.6% |
| RTX RTX Corp. | 0.11% | 5,061 | $928K | Add +0.3% |
| VWO Vanguard Ftse Emerging Marke | 0.10% | 16,153 | $868K | Add +16.2% |
| BX Blackstone Inc. | 0.10% | 5,600 | $863K | Reduce -4.2% |
| HD Home Depot Inc. | 0.10% | 2,499 | $860K | Reduce -8.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.10% | 3,060 | $854K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.10% | 5,954 | $840K | Reduce -7.5% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.10% | 30,311 | $825K | Reduce -3.2% |
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -5.9% | 1.53% | −0.25 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -4.9% | 2.85% | −0.22 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -4.1% | 3.12% | −0.20 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.2% | 15.23% | −0.17 |
| NVDA Nvidia Corp. | Reduce -7.4% | 1.57% | −0.16 |
| IVV iShares Core S&P 500 ETF | Reduce -9.8% | 1.41% | −0.15 |
| HYD Vaneck High Yield Muni ETF | Reduce -6.0% | 1.81% | −0.15 |
| CL Colgate-Palmolive Co. | Reduce -34.5% | 0.15% | −0.09 |
| ORCL Oracle Corp. | Reduce -7.0% | 0.13% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -11.4% | 0.54% | −0.07 |
| IWM iShares Russell 2000 ETF | Reduce -16.6% | 0.29% | −0.06 |
| IWR iShares Russell Mid-Cap ETF | Reduce -53.4% | 0.04% | −0.05 |
| TSLA Tesla Inc. | Reduce -4.6% | 0.79% | −0.05 |
| NFLX Netflix Inc. | Reduce -3.5% | 0.11% | −0.04 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.03 |
| UBER Uber Technologies Inc. | Reduce -10.6% | 0.09% | −0.03 |
| HD Home Depot Inc. | Reduce -8.0% | 0.10% | −0.03 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −0.03 |
| KR Kroger Co. | Sold out | 0.00% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -6.5% | 0.69% | −0.03 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.03 |
| OBIL F/M US Treasury 12 Month Bil | Sold out | 0.00% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -8.6% | 0.28% | −0.03 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.03 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.03 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.03 |
| ZBRA Zebra Technologies Corp. Class A | Sold out | 0.00% | −0.03 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.02 |
| AIG American International Group | Sold out | 0.00% | −0.02 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Reduce -39.5% | 0.04% | −0.02 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.02 |
| LEN Lennar Corp. Class A | Reduce -0.3% | 0.09% | −0.02 |
| MCD McDonald's Corp. | Reduce -28.0% | 0.05% | −0.02 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -1.0% | 0.68% | −0.02 |
| AAPL Apple Inc. | Reduce -5.3% | 2.26% | −0.02 |
| KVUE Kenvue Inc. | Sold out | 0.00% | −0.02 |
| XBIL F/M US Treasury 6 Month Bill | Reduce -39.2% | 0.03% | −0.02 |
| BX Blackstone Inc. | Reduce -4.2% | 0.10% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -5.0% | 0.12% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -5.6% | 0.23% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -5.9% | 0.25% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -5.8% | 0.24% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.2% | 0.36% | −0.02 |
| EQIX Equinix Inc. | Reduce -2.7% | 0.22% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -6.3% | 0.09% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -3.5% | 0.30% | −0.01 |
| IWP iShares Russell Mid-Cap Grow | Reduce -4.4% | 0.11% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -1.3% | 0.14% | −0.01 |
| IWB iShares Russell 1000 ETF | Reduce -26.9% | 0.03% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.8% | 0.27% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| BITW Bitwise 10 Crypto Index ETF | New | 0.33% | +0.33 |
| AAEQ Alpha Architct US Eqty 2 ETF | New | 0.31% | +0.31 |
| AVUS Avantis U.S. Equity ETF | New | 0.22% | +0.22 |
| JMST JPM Ultra-Short Muni Income | New | 0.08% | +0.08 |
| IQDG Wisdomtree Intl QLTY DVD GRW | Add +1.6% | 2.28% | +0.08 |
| SCHF Schwab Intl Equity ETF | Add +1.4% | 2.96% | +0.08 |
| TFI SS SPDR N Ice Muni Bond ETF | Add +4.9% | 2.37% | +0.07 |
| LLY Eli Lilly & Co. | Add +11.0% | 0.20% | +0.07 |
| COMP Compass Inc. Class A | Add +0.0% | 0.28% | +0.06 |
| VEA Vanguard Ftse Developed ETF | Add +3.9% | 1.02% | +0.06 |
| MUB iShares National Muni Bond E | Add +4.6% | 1.87% | +0.06 |
| MU Micron Technology Inc. | Add +2.0% | 0.13% | +0.06 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.4% | 6.13% | +0.05 |
| SCHZ Schwab US Aggregate Bond ETF | Add +4.8% | 2.17% | +0.05 |
| AMD Advanced Micro Devices | Add +1.7% | 0.20% | +0.05 |
| AVUV Avantis US Small Cap Value | Add +2.6% | 1.61% | +0.05 |
| RCL Royal Caribbean Cruises Ltd. | Add +175.3% | 0.08% | +0.05 |
| AVDE Avantis International Equity | New | 0.04% | +0.04 |
| AVLV Avantis US Large Cap Value | New | 0.04% | +0.04 |
| BND Vanguard Total Bond Market | Add +102.9% | 0.06% | +0.03 |
| BOXX Alpha Architect 1-3 MNTH Box | New | 0.03% | +0.03 |
| HIG Hartford Insurance Group Inc. | New | 0.02% | +0.02 |
| VXF Vanguard Extended Market ETF | New | 0.02% | +0.02 |
| MMM 3M Co. | New | 0.02% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.8% | 0.89% | +0.02 |
| DFSI Dimensional Int Sus COR1 ETF | Add +3.6% | 0.33% | +0.02 |
| AVGO Broadcom Inc. | Add +2.2% | 0.39% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +41.5% | 0.06% | +0.02 |
| DFCF Dimensional Core Fixed Inc. | Add +3.4% | 2.13% | +0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +15.0% | 0.15% | +0.02 |
| DLN Wisdomtree US Largecap Divid | Add +1.6% | 2.20% | +0.02 |
| JNJ Johnson & Johnson | Add +0.6% | 0.18% | +0.02 |
| SYLD Cambria Shareholder Yield Et | Add +1.3% | 3.16% | +0.02 |
| SCHG Schwab US Large-Cap Growth | Add +0.8% | 1.73% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +2.8% | 0.48% | +0.01 |
| MRK Merck & Co. Inc. | Add +4.8% | 0.06% | +0.01 |
| IFLN Invesco Bloomberg Enhanced F | Add +3.7% | 0.72% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +16.2% | 0.10% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +13.6% | 0.04% | +0.01 |
| ROK Rockwell Automation Inc. | Add +11.2% | 0.06% | +0.01 |
| CSCO Cisco Systems Inc. | Add +2.7% | 0.08% | +0.01 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +3.4% | 0.24% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Add +0.6% | 1.36% | +0.01 |
| XOM Exxon Mobil Corp. | Add +1.4% | 0.16% | +0.01 |
| LRCX Lam Research Corp. | Add +2.2% | 0.04% | +0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +3.0% | 0.27% | +0.01 |
| AMAT Applied Materials Inc. | Add +2.3% | 0.04% | +0.01 |
| CAT Caterpillar Inc. | Add +2.4% | 0.05% | +0.01 |
| RTX RTX Corp. | Add +0.3% | 0.11% | +0.01 |
| AVSD Avantis Reps Intern Equi ETF | Add +2.4% | 0.19% | +0.01 |
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 |