0001808992-23-000003.txt : 20230720 0001808992-23-000003.hdr.sgml : 20230720 20230720130907 ACCESSION NUMBER: 0001808992-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230720 DATE AS OF CHANGE: 20230720 EFFECTIVENESS DATE: 20230720 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: 231099024 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 X0202 13F-HR LIVE false false false 0001808992 XXXXXXXX 06-30-2023 06-30-2023 false Revolve Wealth Partners, LLC

411 Hackensack Avenue Suite 1005 Hackensack NJ 047601

13F HOLDINGS REPORT 028-21599 000286643 801-110397 N Logan M. Trenz 201-373-2163 /s/ Logan M. Trenz Hackensack NJ 07-20-2023 0 148 427215195 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 376973 2798 SH SOLE 2797 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 202737 657 SH SOLE 657 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 595101 1217 SH SOLE 1217 0 0 ADVANCED MICRO DEVICES INC COM 007903107 809727 7108 SH SOLE 7108 0 0 ALPHABET INC CAP STK CL C 02079K107 1056310 8732 SH SOLE 8732 0 0 ALPHABET INC CAP STK CL A 02079K305 1580829 13207 SH SOLE 13206 0 0 AMAZON COM INC COM 023135106 5070426 38896 SH SOLE 38895 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 5511560 71016 SH SOLE 71016 0 0 AMGEN INC COM 031162100 3837838 17286 SH SOLE 17286 0 0 APPLE INC COM 037833100 11824466 60960 SH SOLE 60960 0 0 BANK AMERICA CORP COM 060505104 278434 9705 SH SOLE 9704 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1622702 4759 SH SOLE 4758 0 0 BLACKSTONE INC COM 09260D107 444954 4786 SH SOLE 4786 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 242051 3785 SH SOLE 3785 0 0 BROADCOM INC COM 11135F101 457207 527 SH SOLE 527 0 0 CAMBRIA ETF TR SHSHLD YIELD ETF 132061201 13804662 225677 SH SOLE 225677 0 0 CHEVRON CORP NEW COM 166764100 539851 3431 SH SOLE 3430 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 243846 114 SH SOLE 114 0 0 CISCO SYS INC COM 17275R102 258404 4994 SH SOLE 4994 0 0 COCA COLA CO COM 191216100 435981 7240 SH SOLE 7239 0 0 COLGATE PALMOLIVE CO COM 194162103 2166827 28126 SH SOLE 28126 0 0 COMCAST CORP NEW CL A 20030N101 336341 8095 SH SOLE 8094 0 0 CONSOLIDATED EDISON INC COM 209115104 313699 3470 SH SOLE 3470 0 0 COSTCO WHSL CORP NEW COM 22160K105 421552 783 SH SOLE 783 0 0 CVS HEALTH CORP COM 126650100 260225 3764 SH SOLE 3764 0 0 DEXCOM INC COM 252131107 314335 2446 SH SOLE 2446 0 0 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 569769 22170 SH SOLE 22170 0 0 DISNEY WALT CO COM 254687106 326576 3658 SH SOLE 3657 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 333309 3714 SH SOLE 3714 0 0 EA SERIES TRUST US QUAN MOMENTUM 02072L409 13855996 298222 SH SOLE 298222 0 0 EA SERIES TRUST SPARKLINE INTANG 02072L771 13763846 568254 SH SOLE 568253 0 0 EA SERIES TRUST INTL QUAN VALUE 02072L201 22899053 962145 SH SOLE 962145 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 217431 2305 SH SOLE 2305 0 0 EMERSON ELEC CO COM 291011104 243420 2693 SH SOLE 2693 0 0 EQUINIX INC COM 29444U700 2637958 3365 SH SOLE 3365 0 0 EXXON MOBIL CORP COM 30231G102 694850 6479 SH SOLE 6478 0 0 FARADAY FUTRE INTLGT ELCTR I COM 307359109 2675 13373 SH SOLE 13373 0 0 GILEAD SCIENCES INC COM 375558103 253148 3285 SH SOLE 3284 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 227073 704 SH SOLE 704 0 0 HAWAIIAN ELEC INDUSTRIES COM 419870100 239970 6629 SH SOLE 6629 0 0 HOME DEPOT INC COM 437076102 603545 1943 SH SOLE 1942 0 0 HONEYWELL INTL INC COM 438516106 230132 1109 SH SOLE 1109 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 407934 1193 SH SOLE 1193 0 0 INVESCO EXCH TRADED FD TR II FNDMNTL HY CRP 46138E719 3421284 195726 SH SOLE 195725 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 872461 41212 SH SOLE 41212 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 638513 31041 SH SOLE 31040 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 432222 21472 SH SOLE 21471 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 204459 1366 SH SOLE 1366 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 1659110 4491 SH SOLE 4491 0 0 ISHARES TR CORE MSCI EAFE 46432F842 8844092 131024 SH SOLE 131023 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 1986688 31726 SH SOLE 31726 0 0 ISHARES TR CORE S&P500 ETF 464287200 8889854 19945 SH SOLE 19945 0 0 ISHARES TR CORE S&P MCP ETF 464287507 2156868 8249 SH SOLE 8248 0 0 ISHARES TR CORE S&P SCP ETF 464287804 2388718 23971 SH SOLE 23971 0 0 ISHARES TR CORE S&P US GWT 464287671 352312 3608 SH SOLE 3608 0 0 ISHARES TR CORE US AGGBD ET 464287226 498149 5086 SH SOLE 5085 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 426501 5848 SH SOLE 5848 0 0 ISHARES TR EAFE GRWTH ETF 464288885 9208813 96518 SH SOLE 96518 0 0 ISHARES TR EAFE VALUE ETF 464288877 1326176 27098 SH SOLE 27097 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 534416 13509 SH SOLE 13509 0 0 ISHARES TR MSCI KLD400 SOC 464288570 759878 9028 SH SOLE 9027 0 0 ISHARES TR NATIONAL MUN ETF 464288414 11648719 109142 SH SOLE 109141 0 0 ISHARES TR NEW YORK MUN ETF 464288323 806623 15145 SH SOLE 15145 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 2061924 7493 SH SOLE 7493 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 2145155 11455 SH SOLE 11454 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 281455 1106 SH SOLE 1106 0 0 ISHARES TR RUS MD CP GR ETF 464287481 694576 7188 SH SOLE 7188 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 673978 6136 SH SOLE 6136 0 0 ISHARES TR RUS TP200 GR ETF 464289438 337099 2126 SH SOLE 2126 0 0 ISHARES TR S&P MC 400VL ETF 464287705 205582 1919 SH SOLE 1919 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 819523 7877 SH SOLE 7877 0 0 ISHARES TR U.S. TECH ETF 464287721 214692 1972 SH SOLE 1972 0 0 JOHNSON & JOHNSON COM 478160104 1273590 7694 SH SOLE 7694 0 0 JPMORGAN CHASE & CO COM 46625H100 1358965 9344 SH SOLE 9343 0 0 LILLY ELI & CO COM 532457108 543548 1159 SH SOLE 1159 0 0 LINDE PLC SHS G54950103 211499 555 SH SOLE 555 0 0 MASTERCARD INCORPORATED CL A 57636Q104 1874224 4765 SH SOLE 4765 0 0 MCDONALDS CORP COM 580135101 583695 1956 SH SOLE 1956 0 0 MERCK & CO INC COM 58933Y105 428462 3713 SH SOLE 3713 0 0 META PLATFORMS INC CL A 30303M102 2599473 9058 SH SOLE 9058 0 0 MICRON TECHNOLOGY INC COM 595112103 400622 6348 SH SOLE 6348 0 0 MICROSOFT CORP COM 594918104 7528994 22109 SH SOLE 22108 0 0 NETFLIX INC COM 64110L106 326697 742 SH SOLE 741 0 0 NEXTERA ENERGY INC COM 65339F101 205163 2765 SH SOLE 2765 0 0 NOVANTA INC COM 67000B104 224970 1222 SH SOLE 1222 0 0 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 263982 7137 SH SOLE 7136 0 0 NUSHARES ETF TR NUVEEN ESG MIDVL 67092P508 302983 10226 SH SOLE 10225 0 0 NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 430459 11029 SH SOLE 11028 0 0 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 795556 12788 SH SOLE 12788 0 0 NVIDIA CORPORATION COM 67066G104 2975496 7034 SH SOLE 7033 0 0 ORACLE CORP COM 68389X105 244145 2050 SH SOLE 2050 0 0 PAYPAL HLDGS INC COM 70450Y103 46711 700 SH Put SOLE 0 0 0 PAYPAL HLDGS INC COM 70450Y103 204127 3059 SH SOLE 3059 0 0 PEPSICO INC COM 713448108 404982 2186 SH SOLE 2186 0 0 PFIZER INC COM 717081103 747942 20391 SH SOLE 20390 0 0 PROCTER AND GAMBLE CO COM 742718109 1001749 6602 SH SOLE 6601 0 0 PROLOGIS INC. COM 74340W103 220121 1795 SH SOLE 1795 0 0 SALESFORCE INC COM 79466L302 377733 1788 SH SOLE 1788 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 10023232 191393 SH SOLE 191392 0 0 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 328548 12273 SH SOLE 12273 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 19387519 543829 SH SOLE 543829 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 387658 7498 SH SOLE 7498 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 9503649 126800 SH SOLE 126799 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 524843 7823 SH SOLE 7822 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4105218 57796 SH SOLE 57795 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2988012 68219 SH SOLE 68219 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 9866889 213754 SH SOLE 213754 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2007649 27646 SH SOLE 27645 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 207838 2561 SH SOLE 2560 0 0 SERVICENOW INC COM 81762P102 565904 1007 SH SOLE 1007 0 0 SHOPIFY INC CL A 82509L107 387148 5993 SH SOLE 5993 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2209221 4984 SH SOLE 4983 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1907499 3983 SH SOLE 3983 0 0 SPDR SER TR NUVEEN BLMBRG MU 78468R721 11750920 254569 SH SOLE 254569 0 0 SPDR SER TR NUVEEN BLOOMBERG 78464A284 14372621 574675 SH SOLE 574674 0 0 SPDR SER TR PORTFOLIO S&P400 78464A847 1100749 23987 SH SOLE 23986 0 0 SPDR SER TR S&P DIVID ETF 78464A763 335869 2740 SH SOLE 2740 0 0 SPDR SER TR BLOOMBERG 3-12 M 78468R523 261679 2631 SH SOLE 2631 0 0 TESLA INC COM 88160R101 4237135 16186 SH SOLE 16186 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 219406 421 SH SOLE 420 0 0 TRACTOR SUPPLY CO COM 892356106 209603 948 SH SOLE 948 0 0 UBER TECHNOLOGIES INC COM 90353T100 644183 14922 SH SOLE 14922 0 0 UNITEDHEALTH GROUP INC COM 91324P102 2264613 4712 SH SOLE 4711 0 0 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 8821699 171829 SH SOLE 171828 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 209783 2886 SH SOLE 2886 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 261308 5346 SH SOLE 5345 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 3867475 13668 SH SOLE 13667 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 2165185 10886 SH SOLE 10886 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 75512428 342802 SH SOLE 342802 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 3079426 13987 SH SOLE 13987 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 510104 2479 SH SOLE 2479 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1018925 7363 SH SOLE 7363 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1852493 4548 SH SOLE 4548 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1419318 28262 SH SOLE 28262 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 551911 3398 SH SOLE 3397 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 3247180 57903 SH SOLE 57902 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2494774 54023 SH SOLE 54022 0 0 VEEVA SYS INC CL A COM 922475108 226203 1144 SH SOLE 1144 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 267029 759 SH SOLE 758 0 0 VISA INC COM CL A 92826C839 166236 700 SH Put SOLE 0 0 0 VISA INC COM CL A 92826C839 1819481 7662 SH SOLE 7661 0 0 WALMART INC COM 931142103 378192 2406 SH SOLE 2406 0 0 WASTE MGMT INC DEL COM 94106L109 263782 1521 SH SOLE 1521 0 0 WISDOMTREE TR EM EX ST-OWNED 97717X578 477119 17070 SH SOLE 17070 0 0 WISDOMTREE TR GLB US QTLY DIV 97717W844 288315 8049 SH SOLE 8049 0 0 WISDOMTREE TR INTL QULTY DIV 97717X131 2663105 77393 SH SOLE 77393 0 0 WISDOMTREE TR US LARGECAP DIVD 97717W307 15073116 236999 SH SOLE 236998 0 0 ZOETIS INC CL A 98978V103 203552 1182 SH SOLE 1182 0 0