0001808992-23-000004.txt : 20231010 0001808992-23-000004.hdr.sgml : 20231010 20231010162756 ACCESSION NUMBER: 0001808992-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231010 DATE AS OF CHANGE: 20231010 EFFECTIVENESS DATE: 20231010 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: 231318316 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 09-30-2023 09-30-2023 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 10-10-2023 0 148 434352400 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 454929 3052 SH SOLE 3051 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 209142 681 SH SOLE 681 0 0 ADOBE INC COM 00724F101 644012 1263 SH SOLE 1263 0 0 ADVANCED MICRO DEVICES INC COM 007903107 744569 7241 SH SOLE 7241 0 0 AIR PRODS & CHEMS INC COM 009158106 602225 2125 SH SOLE 2125 0 0 ALPHABET INC CAP STK CL C 02079K107 1250202 9482 SH SOLE 9482 0 0 ALPHABET INC CAP STK CL A 02079K305 1785532 13645 SH SOLE 13644 0 0 AMAZON COM INC COM 023135106 5124779 40314 SH SOLE 40314 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 6588082 84517 SH SOLE 84516 0 0 AMGEN INC COM 031162100 4690131 17451 SH SOLE 17451 0 0 APPLE INC COM 037833100 10832005 63267 SH SOLE 63267 0 0 AT&T INC COM 00206R102 154151 10263 SH SOLE 10263 0 0 BANK AMERICA CORP COM 060505104 356430 13018 SH SOLE 13017 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1978024 5647 SH SOLE 5646 0 0 BLACKSTONE INC COM 09260D107 519895 4852 SH SOLE 4852 0 0 BOEING CO COM 097023105 270530 1411 SH SOLE 1411 0 0 BROADCOM INC COM 11135F101 440276 530 SH SOLE 530 0 0 CAMBRIA ETF TR SHSHLD YIELD ETF 132061201 15265136 246769 SH SOLE 246769 0 0 CHEVRON CORP NEW COM 166764100 628934 3730 SH SOLE 3729 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 205165 112 SH SOLE 112 0 0 CISCO SYS INC COM 17275R102 340854 6340 SH SOLE 6340 0 0 COCA COLA CO COM 191216100 410658 7336 SH SOLE 7335 0 0 COLGATE PALMOLIVE CO COM 194162103 1980556 27852 SH SOLE 27852 0 0 COMCAST CORP NEW CL A 20030N101 415205 9364 SH SOLE 9364 0 0 CONSOLIDATED EDISON INC COM 209115104 326474 3817 SH SOLE 3817 0 0 COSTCO WHSL CORP NEW COM 22160K105 467220 827 SH SOLE 826 0 0 CVS HEALTH CORP COM 126650100 251476 3602 SH SOLE 3601 0 0 DEXCOM INC COM 252131107 212911 2282 SH SOLE 2282 0 0 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 561788 22170 SH SOLE 22170 0 0 DISNEY WALT CO COM 254687106 337077 4159 SH SOLE 4158 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 312719 3543 SH SOLE 3543 0 0 EA SERIES TRUST INTL QUAN VALUE 02072L201 23900052 1013173 SH SOLE 1013173 0 0 EA SERIES TRUST SPARKLINE INTANG 02072L771 14427578 617741 SH SOLE 617740 0 0 EA SERIES TRUST US QUAN MOMENTUM 02072L409 14227509 329960 SH SOLE 329959 0 0 ELI LILLY & CO COM 532457108 672487 1252 SH SOLE 1252 0 0 EMERSON ELEC CO COM 291011104 265664 2751 SH SOLE 2751 0 0 EQUINIX INC COM 29444U700 2444591 3366 SH SOLE 3366 0 0 EXXON MOBIL CORP COM 30231G102 830795 7066 SH SOLE 7065 0 0 FORD MTR CO DEL COM 345370860 160715 12940 SH SOLE 12940 0 0 GILEAD SCIENCES INC COM 375558103 260540 3477 SH SOLE 3476 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 234916 726 SH SOLE 726 0 0 HOME DEPOT INC COM 437076102 737661 2441 SH SOLE 2441 0 0 HONEYWELL INTL INC COM 438516106 203412 1101 SH SOLE 1101 0 0 INTEL CORP COM 458140100 255285 7181 SH SOLE 7181 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 204824 1460 SH SOLE 1459 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 341102 1167 SH 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46435G516 385801 5581 SH SOLE 5580 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 512667 13509 SH SOLE 13509 0 0 ISHARES TR RUS TP200 GR ETF 464289438 327043 2126 SH SOLE 2126 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 810228 7877 SH SOLE 7877 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 1936401 32279 SH SOLE 32278 0 0 ISHARES TR CORE MSCI EAFE 46432F842 12161369 188988 SH SOLE 188987 0 0 ISHARES TR EAFE VALUE ETF 464288877 1326003 27100 SH SOLE 27099 0 0 ISHARES TR CORE S&P SCP ETF 464287804 2206047 23386 SH SOLE 23386 0 0 ISHARES TR U.S. TECH ETF 464287721 206902 1972 SH SOLE 1972 0 0 ISHARES TR MSCI KLD400 SOC 464288570 759384 9328 SH SOLE 9327 0 0 ISHARES TR CORE S&P MCP ETF 464287507 1933883 7756 SH SOLE 7755 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1990403 7483 SH SOLE 7483 0 0 ISHARES TR S&P MC 400GR ETF 464287606 204367 2829 SH SOLE 2829 0 0 ISHARES TR RUS MD CP GR ETF 464287481 657553 7198 SH SOLE 7198 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 2035493 11517 SH SOLE 11516 0 0 JOHNSON & JOHNSON COM 478160104 1036590 6655 SH SOLE 6655 0 0 JPMORGAN CHASE & CO COM 46625H100 1602620 11051 SH SOLE 11051 0 0 KENVUE INC COM 49177J102 390717 19458 SH SOLE 19458 0 0 LINDE PLC SHS G54950103 229368 616 SH SOLE 616 0 0 MASTERCARD INCORPORATED CL A 57636Q104 1895070 4787 SH SOLE 4786 0 0 MCDONALDS CORP COM 580135101 498170 1891 SH SOLE 1891 0 0 MERCK & CO INC COM 58933Y105 505837 4913 SH SOLE 4913 0 0 META PLATFORMS INC CL A 30303M102 2613528 8706 SH SOLE 8705 0 0 MICRON TECHNOLOGY INC COM 595112103 437501 6431 SH SOLE 6431 0 0 MICROSOFT CORP COM 594918104 7089316 22452 SH SOLE 22452 0 0 MICROSOFT CORP COM 594918104 1578750 5000 SH Call SOLE 0 0 0 NETFLIX INC COM 64110L106 338204 896 SH SOLE 895 0 0 NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 444940 12137 SH SOLE 12136 0 0 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 317161 9109 SH SOLE 9108 0 0 NUSHARES ETF TR NUVEEN ESG MIDVL 67092P508 338788 11917 SH SOLE 11916 0 0 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 780044 13007 SH SOLE 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COM 74340W103 211260 1883 SH SOLE 1882 0 0 RAYMOND JAMES FINL INC COM 754730109 215422 2145 SH SOLE 2145 0 0 SALESFORCE INC COM 79466L302 368291 1816 SH SOLE 1816 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 8565694 117790 SH SOLE 117790 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 365730 7337 SH SOLE 7336 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1914926 27062 SH SOLE 27062 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2227642 53782 SH SOLE 53781 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 8991591 177699 SH SOLE 177699 0 0 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 321798 12273 SH SOLE 12273 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 502770 7800 SH SOLE 7799 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2940128 43442 SH SOLE 43441 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 17689332 520887 SH SOLE 520887 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 10745043 242936 SH SOLE 242935 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 228437 2527 SH SOLE 2527 0 0 SERVICENOW INC COM 81762P102 560637 1003 SH SOLE 1003 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2307930 5399 SH SOLE 5398 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1823364 3993 SH SOLE 3993 0 0 SPDR SER TR NUVEEN BLOOMBERG 78464A284 17251892 724261 SH SOLE 724260 0 0 SPDR SER TR S&P DIVID ETF 78464A763 315127 2740 SH SOLE 2740 0 0 SPDR SER TR NUVEEN BLMBRG MU 78468R721 11695861 267640 SH SOLE 267639 0 0 SPDR SER TR PORTFOLIO S&P400 78464A847 1049152 23959 SH SOLE 23958 0 0 TESLA INC COM 88160R101 4175797 16689 SH SOLE 16688 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 236421 467 SH SOLE 467 0 0 UBER TECHNOLOGIES INC COM 90353T100 693207 15073 SH SOLE 15073 0 0 UNITEDHEALTH GROUP INC COM 91324P102 2362463 4686 SH SOLE 4685 0 0 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 7358141 149952 SH SOLE 149951 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 271212 5670 SH SOLE 5670 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 1999516 10576 SH SOLE 10575 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 2958378 14207 SH SOLE 14206 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 76126789 358396 SH SOLE 358395 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1661601 4231 SH SOLE 4231 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 484031 2485 SH SOLE 2485 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 3663386 13453 SH SOLE 13453 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 962718 7351 SH SOLE 7351 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1515727 31512 SH SOLE 31512 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 636100 4094 SH SOLE 4093 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 3097428 57874 SH SOLE 57874 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2387457 54608 SH SOLE 54607 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 226636 964 SH SOLE 964 0 0 VEEVA SYS INC CL A COM 922475108 232950 1145 SH SOLE 1145 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 255542 7885 SH SOLE 7884 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 263169 757 SH SOLE 756 0 0 VISA INC COM CL A 92826C839 1774272 7714 SH SOLE 7713 0 0 VISA INC COM CL A 92826C839 1610070 7000 SH Put SOLE 0 0 0 WALMART INC COM 931142103 480792 3006 SH SOLE 3006 0 0 WASTE MGMT INC DEL COM 94106L109 232175 1523 SH SOLE 1523 0 0 WISDOMTREE TR EM EX ST-OWNED 97717X578 439205 16468 SH SOLE 16468 0 0 WISDOMTREE TR INTL QULTY DIV 97717X131 4590015 143348 SH SOLE 143348 0 0 WISDOMTREE TR US LARGECAP DIVD 97717W307 13864060 225469 SH SOLE 225468 0 0 WISDOMTREE TR GLB US QTLY DIV 97717W844 274083 8194 SH SOLE 8193 0 0 ZOETIS INC CL A 98978V103 212256 1220 SH SOLE 1220 0 0