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