0001808992-22-000004.txt : 20220711
0001808992-22-000004.hdr.sgml : 20220711
20220711170100
ACCESSION NUMBER: 0001808992-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220711
DATE AS OF CHANGE: 20220711
EFFECTIVENESS DATE: 20220711
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Revolve Wealth Partners, LLC
CENTRAL INDEX KEY: 0001808992
IRS NUMBER: 821353165
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21599
FILM NUMBER: 221077465
BUSINESS ADDRESS:
STREET 1: 411 HACKENSACK AVENUE
STREET 2: SUITE 1005
CITY: HACKENSACK
STATE: NJ
ZIP: 047601
BUSINESS PHONE: 201-373-2163
MAIL ADDRESS:
STREET 1: 411 HACKENSACK AVENUE
STREET 2: SUITE 1005
CITY: HACKENSACK
STATE: NJ
ZIP: 047601
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001808992
XXXXXXXX
06-30-2022
06-30-2022
false
Revolve Wealth Partners, LLC
411 Hackensack Avenue
Suite 1005
Hackensack
NJ
047601
13F HOLDINGS REPORT
028-21599
N
Logan M. Trenz
CCO
201-373-2163
/s/ Logan M. Trenz
Hackensack
NJ
07-11-2022
0
140
304517
INFORMATION TABLE
2
infotable.xml
ABBVIE INC
COM
00287Y109
399
2607
SH
SOLE
2607
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
531
1450
SH
SOLE
1450
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
591
7727
SH
SOLE
7727
0
0
ALPHABET INC
CAP STK CL A
02079K305
1060
487
SH
SOLE
486
0
0
ALPHABET INC
CAP STK CL C
02079K107
652
298
SH
SOLE
298
0
0
AMAZON COM INC
COM
023135106
4072
38340
SH
SOLE
38339
0
0
AMGEN INC
COM
031162100
4601
18909
SH
SOLE
18909
0
0
APPLE INC
COM
037833100
8242
60281
SH
SOLE
60280
0
0
APPLE INC
COM
037833100
191
1400
SH
Call
SOLE
0
0
0
ARK ETF TR
INNOVATION ETF
00214Q104
361
9040
SH
SOLE
9039
0
0
AT&T INC
COM
00206R102
226
10782
SH
SOLE
10781
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1130
4139
SH
SOLE
4138
0
0
BK OF AMERICA CORP
COM
060505104
255
8194
SH
SOLE
8193
0
0
BLACKSTONE INC
COM
09260D107
477
5227
SH
SOLE
5227
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
224
2905
SH
SOLE
2905
0
0
CHEVRON CORP NEW
COM
166764100
495
3421
SH
SOLE
3420
0
0
CHIPOTLE MEXICAN GRILL INC
COM
169656105
238
182
SH
SOLE
182
0
0
CITIGROUP INC
COM NEW
172967424
248
5393
SH
SOLE
5393
0
0
COCA COLA CO
COM
191216100
501
7962
SH
SOLE
7961
0
0
COMCAST CORP NEW
CL A
20030N101
276
7040
SH
SOLE
7040
0
0
CONSOLIDATED EDISON INC
COM
209115104
273
2867
SH
SOLE
2867
0
0
CVS HEALTH CORP
COM
126650100
389
4195
SH
SOLE
4195
0
0
DEXCOM INC
COM
252131107
214
2871
SH
SOLE
2871
0
0
DISNEY WALT CO
COM
254687106
439
4655
SH
SOLE
4655
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
428
3992
SH
SOLE
3992
0
0
EA SERIES TRUST
INTL QUAN VALUE
02072L201
16443
731125
SH
SOLE
731125
0
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
265
2792
SH
SOLE
2792
0
0
EVEREST RE GROUP LTD
COM
G3223R108
850
3033
SH
SOLE
3033
0
0
EXXON MOBIL CORP
COM
30231G102
524
6114
SH
SOLE
6113
0
0
FEDEX CORP
COM
31428X106
204
902
SH
SOLE
902
0
0
GENERAL MTRS CO
COM
37045V100
209
6581
SH
SOLE
6581
0
0
GRAN TIERRA ENERGY INC
COM
38500T101
12
10785
SH
SOLE
10785
0
0
HAWAIIAN ELEC INDUSTRIES
COM
419870100
279
6819
SH
SOLE
6819
0
0
HOME DEPOT INC
COM
437076102
422
1539
SH
SOLE
1539
0
0
INTEL CORP
COM
458140100
252
6731
SH
SOLE
6731
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
276
1374
SH
SOLE
1374
0
0
INVESCO EXCH TRADED FD TR II
FNDMNTL HY CRP
46138E719
1969
116875
SH
SOLE
116875
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
46138J882
230
10840
SH
SOLE
10839
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
46138J825
225
11031
SH
SOLE
11030
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
46138J841
238
11463
SH
SOLE
11462
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
46138J866
235
11215
SH
SOLE
11214
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 HY
46138J858
242
10546
SH
SOLE
10546
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
752
5602
SH
SOLE
5601
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
1529
5455
SH
SOLE
5454
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
313
6384
SH
SOLE
6383
0
0
ISHARES TR
EAFE GRWTH ETF
464288885
2958
36748
SH
SOLE
36748
0
0
ISHARES TR
CORE MSCI TOTAL
46432F834
2123
37219
SH
SOLE
37219
0
0
ISHARES TR
CORE US AGGBD ET
464287226
1065
10469
SH
SOLE
10469
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
7328
124513
SH
SOLE
124512
0
0
ISHARES TR
CORE S&P500 ETF
464287200
9798
25843
SH
SOLE
25842
0
0
ISHARES TR
S&P MC 400VL ETF
464287705
254
2689
SH
SOLE
2689
0
0
ISHARES TR
RUS MD CP GR ETF
464287481
603
7615
SH
SOLE
7615
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
4006
17707
SH
SOLE
17707
0
0
ISHARES TR
NEW YORK MUN ETF
464288323
545
10358
SH
SOLE
10358
0
0
ISHARES TR
RUSSELL 3000 ETF
464287689
240
1106
SH
SOLE
1106
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
2095
12373
SH
SOLE
12373
0
0
ISHARES TR
SHRT NAT MUN ETF
464288158
1234
11791
SH
SOLE
11791
0
0
ISHARES TR
RUS MDCP VAL ETF
464287473
700
6891
SH
SOLE
6891
0
0
ISHARES TR
NATIONAL MUN ETF
464288414
7745
72817
SH
SOLE
72816
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
1732
7920
SH
SOLE
7920
0
0
ISHARES TR
EAFE VALUE ETF
464288877
607
13993
SH
SOLE
13993
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
3855
41721
SH
SOLE
41721
0
0
ISHARES TR
S&P 500 VAL ETF
464287408
243
1765
SH
SOLE
1765
0
0
ISHARES TR
MSCI KLD400 SOC
464288570
215
2992
SH
SOLE
2992
0
0
ISHARES TR
RUS TP200 GR ETF
464289438
373
2976
SH
SOLE
2976
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
544
13566
SH
SOLE
13566
0
0
ISTAR INC
COM
45031U101
216
15742
SH
SOLE
15742
0
0
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
46641Q654
2429
47959
SH
SOLE
47959
0
0
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
337
6721
SH
SOLE
6721
0
0
JOHNSON & JOHNSON
COM
478160104
1417
7985
SH
SOLE
7984
0
0
JPMORGAN CHASE & CO
COM
46625H100
988
8770
SH
SOLE
8769
0
0
LENNAR CORP
CL A
526057104
200
2833
SH
SOLE
2833
0
0
LILLY ELI & CO
COM
532457108
263
810
SH
SOLE
810
0
0
LULULEMON ATHLETICA INC
COM
550021109
277
1016
SH
SOLE
1016
0
0
LUMEN TECHNOLOGIES INC
COM
550241103
181
16563
SH
SOLE
16563
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
1620
5134
SH
SOLE
5134
0
0
MCDONALDS CORP
COM
580135101
381
1545
SH
SOLE
1545
0
0
MERCK & CO INC
COM
58933Y105
207
2271
SH
SOLE
2271
0
0
META PLATFORMS INC
CL A
30303M102
1560
9675
SH
SOLE
9675
0
0
MICRON TECHNOLOGY INC
COM
595112103
332
5997
SH
SOLE
5997
0
0
MICROSOFT CORP
COM
594918104
5232
20371
SH
SOLE
20371
0
0
NUSHARES ETF TR
NUVEEN ESG MIDCP
67092P409
226
6586
SH
SOLE
6586
0
0
NUSHARES ETF TR
NUVEEN ESG LRGCP
67092P201
257
5330
SH
SOLE
5329
0
0
NVIDIA CORPORATION
COM
67066G104
933
6157
SH
SOLE
6156
0
0
PAYPAL HLDGS INC
COM
70450Y103
325
4648
SH
SOLE
4648
0
0
PAYPAL HLDGS INC
COM
70450Y103
98
1400
SH
Put
SOLE
0
0
0
PEPSICO INC
COM
713448108
306
1837
SH
SOLE
1837
0
0
PFIZER INC
COM
717081103
1082
20632
SH
SOLE
20632
0
0
PROCTER AND GAMBLE CO
COM
742718109
891
6196
SH
SOLE
6195
0
0
QUALCOMM INC
COM
747525103
413
3232
SH
SOLE
3232
0
0
SALESFORCE INC
COM
79466L302
403
2441
SH
SOLE
2441
0
0
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
388
15289
SH
SOLE
15288
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
23915
535493
SH
SOLE
535492
0
0
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
10712
170766
SH
SOLE
170765
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
1473
20569
SH
SOLE
20569
0
0
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
5991
125151
SH
SOLE
125150
0
0
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
10550
270575
SH
SOLE
270574
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
13295
422733
SH
SOLE
422733
0
0
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
20688
356745
SH
SOLE
356745
0
0
SCHWAB STRATEGIC TR
SCHWB FDT EMK LG
808524730
402
15499
SH
SOLE
15499
0
0
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
615
9846
SH
SOLE
9846
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
355
8025
SH
SOLE
8025
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
216
3014
SH
SOLE
3014
0
0
SERVICENOW INC
COM
81762P102
666
1401
SH
SOLE
1401
0
0
SHOPIFY INC
CL A
82509L107
203
6500
SH
SOLE
6500
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2278
6037
SH
SOLE
6037
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
1753
4239
SH
SOLE
4239
0
0
SPDR SER TR
PORTFOLIO S&P400
78464A847
1040
26215
SH
SOLE
26215
0
0
SPDR SER TR
NUVEEN BLOOMBERG
78464A284
8999
175149
SH
SOLE
175149
0
0
SPDR SER TR
S&P DIVID ETF
78464A763
325
2740
SH
SOLE
2740
0
0
SPDR SER TR
NUVEEN BLMBRG MU
78468R721
7835
170842
SH
SOLE
170842
0
0
TESLA INC
COM
88160R101
3636
5400
SH
SOLE
5399
0
0
TRACTOR SUPPLY CO
COM
892356106
238
1229
SH
SOLE
1229
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
2300
4479
SH
SOLE
4478
0
0
VANECK ETF TRUST
HIGH YLD MUNIETF
92189H409
7956
147746
SH
SOLE
147746
0
0
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
297
3947
SH
SOLE
3947
0
0
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
253
5106
SH
SOLE
5106
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
1793
8042
SH
SOLE
8042
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1558
4491
SH
SOLE
4490
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
3217
16332
SH
SOLE
16332
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
2196
12468
SH
SOLE
12468
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
896
4748
SH
SOLE
4747
0
0
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
494
2814
SH
SOLE
2814
0
0
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
1107
8545
SH
SOLE
8544
0
0
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
3646
73039
SH
SOLE
73039
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
235
3085
SH
SOLE
3085
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
532
3707
SH
SOLE
3707
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
2839
55016
SH
SOLE
55015
0
0
VANGUARD TAX-MANAGED INTL FD
VAN FTSE DEV MKT
921943858
2243
54984
SH
SOLE
54984
0
0
VEEVA SYS INC
CL A COM
922475108
341
1720
SH
SOLE
1720
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
343
6755
SH
SOLE
6755
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
211
749
SH
SOLE
748
0
0
VISA INC
COM CL A
92826C839
138
700
SH
Put
SOLE
0
0
0
VISA INC
COM CL A
92826C839
1631
8281
SH
SOLE
8281
0
0
VODAFONE GROUP PLC NEW
SPONSORED ADR
92857W308
201
12881
SH
SOLE
12881
0
0
WALMART INC
COM
931142103
223
1831
SH
SOLE
1831
0
0
WASTE MGMT INC DEL
COM
94106L109
204
1331
SH
SOLE
1331
0
0
WISDOMTREE TR
US LARGECAP DIVD
97717W307
32350
547373
SH
SOLE
547372
0
0
WISDOMTREE TR
EM EX ST-OWNED
97717X578
324
11287
SH
SOLE
11287
0
0
WISDOMTREE TR
INTL QULTY DIV
97717X131
597
20155
SH
SOLE
20155
0
0