0001808992-22-000005.txt : 20221012 0001808992-22-000005.hdr.sgml : 20221012 20221012113151 ACCESSION NUMBER: 0001808992-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221012 DATE AS OF CHANGE: 20221012 EFFECTIVENESS DATE: 20221012 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: 221305935 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 09-30-2022 09-30-2022 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 10-12-2022 0 132 299342
INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 351 2612 SH SOLE 2611 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 353 1282 SH SOLE 1282 0 0 ADVANCED MICRO DEVICES INC COM 007903107 466 7353 SH SOLE 7353 0 0 ALPHABET INC CAP STK CL C 02079K107 673 6995 SH SOLE 6995 0 0 ALPHABET INC CAP STK CL A 02079K305 1028 10747 SH SOLE 10746 0 0 AMAZON COM INC COM 023135106 4366 38634 SH SOLE 38633 0 0 AMGEN INC COM 031162100 4278 18978 SH SOLE 18978 0 0 APPLE INC COM 037833100 8349 60416 SH SOLE 60415 0 0 ARK ETF TR INNOVATION ETF 00214Q104 314 8328 SH SOLE 8328 0 0 AT&T INC COM 00206R102 161 10484 SH SOLE 10483 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1148 4299 SH SOLE 4298 0 0 BK OF AMERICA CORP COM 060505104 269 8904 SH SOLE 8903 0 0 BLACKSTONE INC COM 09260D107 496 5930 SH SOLE 5930 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 206 2893 SH SOLE 2893 0 0 CHEVRON CORP NEW COM 166764100 619 4310 SH SOLE 4309 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 246 164 SH SOLE 164 0 0 CITIGROUP INC COM NEW 172967424 231 5541 SH SOLE 5541 0 0 COCA COLA CO COM 191216100 508 9071 SH SOLE 9070 0 0 COLGATE PALMOLIVE CO COM 194162103 2126 30270 SH SOLE 30270 0 0 CONSOLIDATED EDISON INC COM 209115104 250 2910 SH SOLE 2910 0 0 COSTCO WHSL CORP NEW COM 22160K105 217 460 SH SOLE 460 0 0 CVS HEALTH CORP COM 126650100 494 5179 SH SOLE 5178 0 0 DEXCOM INC COM 252131107 218 2710 SH SOLE 2710 0 0 DISNEY WALT CO COM 254687106 503 5332 SH SOLE 5332 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 381 4096 SH SOLE 4096 0 0 EA SERIES TRUST INTL QUAN VALUE 02072L201 16174 797951 SH SOLE 797951 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 211 2559 SH SOLE 2559 0 0 EVEREST RE GROUP LTD COM G3223R108 796 3032 SH SOLE 3032 0 0 EXXON MOBIL CORP COM 30231G102 683 7822 SH SOLE 7821 0 0 GENERAL MTRS CO COM 37045V100 215 6715 SH SOLE 6715 0 0 GILEAD SCIENCES INC COM 375558103 207 3348 SH SOLE 3347 0 0 GRAN TIERRA ENERGY INC COM 38500T101 13 10785 SH SOLE 10785 0 0 HAWAIIAN ELEC INDUSTRIES COM 419870100 227 6560 SH SOLE 6560 0 0 HOME DEPOT INC COM 437076102 519 1880 SH SOLE 1879 0 0 INTEL CORP COM 458140100 202 7820 SH SOLE 7820 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 249 1328 SH SOLE 1328 0 0 INVESCO EXCH TRADED FD TR II FNDMNTL HY CRP 46138E719 2009 122273 SH SOLE 122273 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 516 4056 SH SOLE 4055 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 1431 5353 SH SOLE 5352 0 0 ISHARES INC CORE MSCI EMKT 46434G103 233 5416 SH SOLE 5415 0 0 ISHARES TR CORE MSCI EAFE 46432F842 6531 124004 SH SOLE 124003 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 1608 31570 SH SOLE 31570 0 0 ISHARES TR CORE S&P500 ETF 464287200 9550 26628 SH SOLE 26627 0 0 ISHARES TR CORE S&P MCP ETF 464287507 3791 17291 SH SOLE 17291 0 0 ISHARES TR CORE US AGGBD ET 464287226 964 10010 SH SOLE 10009 0 0 ISHARES TR EAFE GRWTH ETF 464288885 3782 52120 SH SOLE 52120 0 0 ISHARES TR EAFE VALUE ETF 464288877 793 20584 SH SOLE 20584 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 473 13566 SH SOLE 13566 0 0 ISHARES TR CORE S&P SCP ETF 464287804 3708 42524 SH SOLE 42524 0 0 ISHARES TR MSCI KLD400 SOC 464288570 424 6327 SH SOLE 6327 0 0 ISHARES TR NATIONAL MUN ETF 464288414 8113 79093 SH SOLE 79092 0 0 ISHARES TR NEW YORK MUN ETF 464288323 204 4029 SH SOLE 4029 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1889 8979 SH SOLE 8979 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 2233 13541 SH SOLE 13540 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 224 1082 SH SOLE 1082 0 0 ISHARES TR RUS MD CP GR ETF 464287481 597 7615 SH SOLE 7615 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 655 6815 SH SOLE 6815 0 0 ISHARES TR RUS TP200 GR ETF 464289438 254 2129 SH SOLE 2129 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 1153 11235 SH SOLE 11235 0 0 ISTAR INC COM 45031U101 148 16014 SH SOLE 16014 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 1313 26106 SH SOLE 26106 0 0 JOHNSON & JOHNSON COM 478160104 1338 8192 SH SOLE 8192 0 0 JPMORGAN CHASE & CO COM 46625H100 1101 10539 SH SOLE 10538 0 0 LILLY ELI & CO COM 532457108 283 874 SH SOLE 874 0 0 LULULEMON ATHLETICA INC COM 550021109 258 923 SH SOLE 923 0 0 LUMEN TECHNOLOGIES INC COM 550241103 125 17125 SH SOLE 17125 0 0 MASTERCARD INCORPORATED CL A 57636Q104 1402 4929 SH SOLE 4929 0 0 MCDONALDS CORP COM 580135101 481 2083 SH SOLE 2083 0 0 MERCK & CO INC COM 58933Y105 272 3162 SH SOLE 3162 0 0 META PLATFORMS INC CL A 30303M102 1232 9078 SH SOLE 9078 0 0 MICRON TECHNOLOGY INC COM 595112103 300 5983 SH SOLE 5983 0 0 MICROSOFT CORP COM 594918104 4896 21021 SH SOLE 21021 0 0 NETFLIX INC COM 64110L106 259 1101 SH SOLE 1100 0 0 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 406 8814 SH SOLE 8813 0 0 NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 308 9350 SH SOLE 9350 0 0 NUSHARES ETF TR NUVEEN ESG MIDVL 67092P508 200 7033 SH SOLE 7032 0 0 NVIDIA CORPORATION COM 67066G104 753 6206 SH SOLE 6205 0 0 PAYPAL HLDGS INC COM 70450Y103 60 700 SH Put SOLE 0 0 0 PAYPAL HLDGS INC COM 70450Y103 382 4442 SH SOLE 4442 0 0 PEPSICO INC COM 713448108 335 2053 SH SOLE 2052 0 0 PFIZER INC COM 717081103 871 19907 SH SOLE 19907 0 0 PROCTER AND GAMBLE CO COM 742718109 787 6236 SH SOLE 6236 0 0 QUALCOMM INC COM 747525103 328 2900 SH SOLE 2900 0 0 SALESFORCE INC COM 79466L302 309 2146 SH SOLE 2146 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 10284 169898 SH SOLE 169897 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 311 13864 SH SOLE 13864 0 0 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 303 12907 SH SOLE 12907 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 13143 467237 SH SOLE 467236 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 328 7808 SH SOLE 7808 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 23445 553593 SH SOLE 553593 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 21725 389268 SH SOLE 389268 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 548 9374 SH SOLE 9373 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 10449 276431 SH SOLE 276431 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 5927 130799 SH SOLE 130799 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1617 24337 SH SOLE 24337 0 0 SERVICENOW INC COM 81762P102 473 1253 SH SOLE 1253 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1996 5588 SH SOLE 5587 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1661 4135 SH SOLE 4135 0 0 SPDR SER TR PORTFOLIO S&P400 78464A847 1009 26155 SH SOLE 26154 0 0 SPDR SER TR NUVEEN BLOOMBERG 78464A284 8835 184372 SH SOLE 184371 0 0 SPDR SER TR NUVEEN BLMBRG MU 78468R721 8681 197336 SH SOLE 197336 0 0 SPDR SER TR S&P DIVID ETF 78464A763 306 2740 SH SOLE 2740 0 0 TESLA INC COM 88160R101 4405 16608 SH SOLE 16607 0 0 TRACTOR SUPPLY CO COM 892356106 206 1106 SH SOLE 1106 0 0 UNITEDHEALTH GROUP INC COM 91324P102 2283 4521 SH SOLE 4520 0 0 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 9217 184595 SH SOLE 184595 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 273 3832 SH SOLE 3832 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 288 6044 SH SOLE 6044 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 1870 8741 SH SOLE 8740 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 2150 12582 SH SOLE 12582 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 883 4918 SH SOLE 4917 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 463 2714 SH SOLE 2714 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 3043 16186 SH SOLE 16186 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 984 8081 SH SOLE 8080 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1347 4104 SH SOLE 4104 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 3177 65991 SH SOLE 65991 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 229 3085 SH SOLE 3085 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 573 4237 SH SOLE 4236 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 2465 53854 SH SOLE 53854 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1931 53104 SH SOLE 53103 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 250 2638 SH SOLE 2637 0 0 VEEVA SYS INC CL A COM 922475108 257 1559 SH SOLE 1559 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 285 7495 SH SOLE 7495 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 200 692 SH SOLE 691 0 0 VISA INC COM CL A 92826C839 124 700 SH Put SOLE 0 0 0 VISA INC COM CL A 92826C839 1412 7950 SH SOLE 7950 0 0 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 156 13739 SH SOLE 13739 0 0 WALMART INC COM 931142103 331 2552 SH SOLE 2552 0 0 WASTE MGMT INC DEL COM 94106L109 224 1398 SH SOLE 1398 0 0 WISDOMTREE TR EM EX ST-OWNED 97717X578 276 11207 SH SOLE 11207 0 0 WISDOMTREE TR INTL QULTY DIV 97717X131 1260 47872 SH SOLE 47872 0 0 WISDOMTREE TR US LARGECAP DIVD 97717W307 30710 555731 SH SOLE 555731 0 0