CCO

0001808992-24-000001.txt : 20240112 0001808992-24-000001.hdr.sgml : 20240112 20240112123723 ACCESSION NUMBER: 0001808992-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240112 DATE AS OF CHANGE: 20240112 EFFECTIVENESS DATE: 20240112 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Revolve Wealth Partners, LLC CENTRAL INDEX KEY: 0001808992 ORGANIZATION NAME: 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: 24531335 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 12-31-2023 12-31-2023 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 CCO 201-373-2163 /s/ Logan M. Trenz Hackensack NJ 01-12-2024 0 163 518669691 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 202529 1840 SH SOLE 1840 0 0 ABBVIE INC COM 00287Y109 434069 2801 SH SOLE 2800 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 249848 712 SH SOLE 712 0 0 ADOBE INC COM 00724F101 731432 1226 SH SOLE 1226 0 0 ADVANCED MICRO DEVICES INC COM 007903107 1064076 7218 SH SOLE 7218 0 0 AIR PRODS & CHEMS INC COM 009158106 568409 2076 SH SOLE 2076 0 0 ALPHABET INC CAP STK CL A 02079K305 1961191 14040 SH SOLE 14039 0 0 ALPHABET INC CAP STK CL C 02079K107 1339258 9503 SH SOLE 9503 0 0 AMAZON COM INC COM 023135106 6223711 40962 SH SOLE 40961 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 8268227 92074 SH SOLE 92073 0 0 AMERICAN CENTY ETF TR AVANTIS RESPONSI 025072299 504194 9357 SH SOLE 9357 0 0 AMERICAN EXPRESS CO COM 025816109 228367 1219 SH SOLE 1219 0 0 AMGEN INC COM 031162100 5026813 17453 SH SOLE 17453 0 0 ANALOG DEVICES INC COM 032654105 208488 1050 SH SOLE 1050 0 0 APPLE INC COM 037833100 11958841 62114 SH SOLE 62114 0 0 BANK AMERICA CORP COM 060505104 431815 12825 SH SOLE 12824 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1997530 5601 SH SOLE 5600 0 0 BLACKSTONE INC COM 09260D107 642424 4907 SH SOLE 4907 0 0 BOEING CO COM 097023105 303503 1164 SH SOLE 1164 0 0 BROADCOM INC COM 11135F101 636355 570 SH SOLE 570 0 0 CAMBRIA ETF TR SHSHLD YIELD ETF 132061201 17677216 261613 SH SOLE 261613 0 0 CHEVRON CORP NEW COM 166764100 452834 3036 SH SOLE 3035 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 235557 103 SH SOLE 103 0 0 CISCO SYS INC COM 17275R102 254888 5045 SH SOLE 5045 0 0 COCA COLA CO COM 191216100 437779 7429 SH SOLE 7428 0 0 COLGATE PALMOLIVE CO COM 194162103 2220003 27851 SH SOLE 27851 0 0 COMCAST CORP NEW CL A 20030N101 410605 9364 SH SOLE 9363 0 0 CONSOLIDATED EDISON INC COM 209115104 281291 3092 SH SOLE 3092 0 0 COSTCO WHSL CORP NEW COM 22160K105 578230 876 SH SOLE 876 0 0 CVS HEALTH CORP COM 126650100 238728 3023 SH SOLE 3023 0 0 DEXCOM INC COM 252131107 266297 2146 SH SOLE 2146 0 0 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 645590 22170 SH SOLE 22170 0 0 DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 872426 27236 SH SOLE 27236 0 0 DISNEY WALT CO COM 254687106 425977 4718 SH SOLE 4717 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 311805 3213 SH SOLE 3213 0 0 EA SERIES TRUST US QUAN MOMENTUM 02072L409 17716162 355345 SH SOLE 355344 0 0 EA SERIES TRUST SPARKLINE INTANG 02072L771 17236231 645869 SH SOLE 645868 0 0 EA SERIES TRUST INTL QUAN VALUE 02072L201 27167733 1084757 SH SOLE 1084756 0 0 ELI LILLY & CO COM 532457108 755464 1296 SH SOLE 1296 0 0 EXXON MOBIL CORP COM 30231G102 700139 7003 SH SOLE 7002 0 0 GENERAL DYNAMICS CORP COM 369550108 215786 831 SH SOLE 831 0 0 GENERAL ELECTRIC CO COM NEW 369604301 213915 1676 SH SOLE 1676 0 0 GILEAD SCIENCES INC COM 375558103 292175 3607 SH SOLE 3606 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 258471 670 SH SOLE 670 0 0 HOME DEPOT INC COM 437076102 819123 2364 SH SOLE 2363 0 0 HONEYWELL INTL INC COM 438516106 305982 1459 SH SOLE 1459 0 0 INTEL CORP COM 458140100 371699 7397 SH SOLE 7397 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 241057 1474 SH SOLE 1473 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 383578 1137 SH SOLE 1137 0 0 INVESCO EXCH TRADED FD TR II FNDMNTL HY CRP 46138E719 4313568 237924 SH SOLE 237924 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 439200 21472 SH SOLE 21471 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 646829 30971 SH SOLE 30970 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 1912193 4669 SH SOLE 4669 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 543197 13509 SH SOLE 13509 0 0 ISHARES TR S&P MC 400VL ETF 464287705 208123 1825 SH SOLE 1825 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 2208290 7284 SH SOLE 7284 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 302756 1106 SH SOLE 1106 0 0 ISHARES TR CORE S&P MCP ETF 464287507 2010644 7255 SH SOLE 7254 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 382329 5061 SH SOLE 5061 0 0 ISHARES TR ESG EAFE ETF 46436E759 487915 7638 SH SOLE 7638 0 0 ISHARES TR CORE US AGGBD ET 464287226 580022 5844 SH SOLE 5844 0 0 ISHARES TR CORE S&P SCP ETF 464287804 2422724 22381 SH SOLE 22380 0 0 ISHARES TR NEW YORK MUN ETF 464288323 895460 16555 SH SOLE 16555 0 0 ISHARES TR RUS MD CP GR ETF 464287481 750858 7188 SH SOLE 7188 0 0 ISHARES TR NATIONAL MUN ETF 464288414 12139864 111981 SH SOLE 111981 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 713555 6136 SH SOLE 6136 0 0 ISHARES TR U.S. TECH ETF 464287721 242063 1972 SH SOLE 1972 0 0 ISHARES TR RUS TP200 GR ETF 464289438 372518 2126 SH SOLE 2126 0 0 ISHARES TR MSCI KLD400 SOC 464288570 1232001 13531 SH SOLE 13531 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 830472 7877 SH SOLE 7877 0 0 ISHARES TR CORE S&P500 ETF 464287200 9023852 18893 SH SOLE 18892 0 0 ISHARES TR EAFE VALUE ETF 464288877 1436691 27576 SH SOLE 27575 0 0 ISHARES TR EAFE GRWTH ETF 464288885 5400125 55758 SH SOLE 55757 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 2210595 11014 SH SOLE 11013 0 0 ISHARES TR S&P MC 400GR ETF 464287606 206685 2609 SH SOLE 2609 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 2476796 38146 SH SOLE 38145 0 0 ISHARES TR CORE S&P US GWT 464287671 264908 2545 SH SOLE 2544 0 0 ISHARES TR CORE MSCI EAFE 46432F842 24290940 345287 SH SOLE 345286 0 0 JOHNSON & JOHNSON COM 478160104 1034715 6601 SH SOLE 6601 0 0 JPMORGAN CHASE & CO COM 46625H100 1896011 11146 SH SOLE 11146 0 0 KENVUE INC COM 49177J102 290461 13491 SH SOLE 13491 0 0 LINDE PLC SHS G54950103 273122 665 SH SOLE 665 0 0 LULULEMON ATHLETICA INC COM 550021109 208606 408 SH SOLE 408 0 0 MASTERCARD INCORPORATED CL A 57636Q104 1913694 4487 SH SOLE 4486 0 0 MCDONALDS CORP COM 580135101 559520 1887 SH SOLE 1887 0 0 MERCK & CO INC COM 58933Y105 491211 4506 SH SOLE 4505 0 0 META PLATFORMS INC CL A 30303M102 3060348 8646 SH SOLE 8646 0 0 MICRON TECHNOLOGY INC COM 595112103 553345 6484 SH SOLE 6484 0 0 MICROSOFT CORP COM 594918104 8480310 22552 SH SOLE 22551 0 0 MICROSOFT CORP COM 594918104 376040 1000 SH Call SOLE 0 0 0 NETFLIX INC COM 64110L106 400540 823 SH SOLE 822 0 0 NEXTERA ENERGY INC COM 65339F101 230265 3791 SH SOLE 3791 0 0 NOVANTA INC COM 67000B104 205629 1221 SH SOLE 1221 0 0 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 1264892 18208 SH SOLE 18207 0 0 NUSHARES ETF TR NUVEEN ESG MIDVL 67092P508 561357 17798 SH SOLE 17798 0 0 NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 694492 16407 SH SOLE 16406 0 0 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 515882 14366 SH SOLE 14365 0 0 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 626367 16020 SH SOLE 16019 0 0 NVIDIA CORPORATION COM 67066G104 3481365 7030 SH SOLE 7029 0 0 ORACLE CORP COM 68389X105 363954 3452 SH SOLE 3452 0 0 PAYPAL HLDGS INC COM 70450Y103 178335 2904 SH SOLE 2904 0 0 PAYPAL HLDGS INC COM 70450Y103 42987 700 SH Put SOLE 0 0 0 PEPSICO INC COM 713448108 339084 1996 SH SOLE 1996 0 0 PFIZER INC COM 717081103 550378 19117 SH SOLE 19116 0 0 PROCTER AND GAMBLE CO COM 742718109 928880 6339 SH SOLE 6338 0 0 PROLOGIS INC. COM 74340W103 208615 1565 SH SOLE 1565 0 0 QUALCOMM INC COM 747525103 221005 1528 SH SOLE 1528 0 0 RAYMOND JAMES FINL INC COM 754730109 233481 2094 SH SOLE 2094 0 0 RBB FD INC US TREAS 5 YR NT 74933W510 216650 4403 SH SOLE 4403 0 0 RBB FD INC US TREAS 3 YR NT 74933W494 276462 5593 SH SOLE 5593 0 0 RBB FD INC US TREAS 3 MNTH 74933W452 22819668 457675 SH SOLE 457674 0 0 RBB FD INC US TREASY 2 YR 74933W486 275586 5701 SH SOLE 5701 0 0 SALESFORCE INC COM 79466L302 475231 1806 SH SOLE 1806 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3111626 41312 SH SOLE 41312 0 0 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 333089 12273 SH SOLE 12273 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 540347 7708 SH SOLE 7708 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2067176 27153 SH SOLE 27153 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 403722 7252 SH SOLE 7252 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 9822032 118395 SH SOLE 118394 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 12666942 271706 SH SOLE 271706 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 16709642 452101 SH SOLE 452100 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 9935437 176160 SH SOLE 176160 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2393605 50669 SH SOLE 50669 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 212065 2529 SH SOLE 2529 0 0 SERVICENOW INC COM 81762P102 664807 941 SH SOLE 941 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 221653 588 SH SOLE 588 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2526136 5315 SH SOLE 5314 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 2000092 3942 SH SOLE 3942 0 0 SPDR SER TR NUVEEN BLMBRG MU 78468R721 14466537 307799 SH SOLE 307798 0 0 SPDR SER TR PORTFOLIO S&P400 78464A847 1154757 23702 SH SOLE 23701 0 0 SPDR SER TR S&P DIVID ETF 78464A763 356914 2856 SH SOLE 2856 0 0 SPDR SER TR NUVEEN BLOOMBERG 78464A284 20010098 790913 SH SOLE 790912 0 0 TESLA INC COM 88160R101 1246334 5016 SH SOLE 5015 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 200384 378 SH SOLE 377 0 0 UBER TECHNOLOGIES INC COM 90353T100 937034 15219 SH SOLE 15219 0 0 UNION PAC CORP COM 907818108 233105 949 SH SOLE 949 0 0 UNITEDHEALTH GROUP INC COM 91324P102 2175722 4133 SH SOLE 4132 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1316175 2500 SH Put SOLE 0 0 0 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 8542332 165453 SH SOLE 165452 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 278227 5636 SH SOLE 5636 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 2734585 11755 SH SOLE 11754 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 86449663 364428 SH SOLE 364428 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1016555 7010 SH SOLE 7010 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 2031493 9523 SH SOLE 9522 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1813318 4151 SH SOLE 4151 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 4284859 13783 SH SOLE 13783 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 548047 2496 SH SOLE 2496 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 256991 1719 SH SOLE 1719 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 946620 18543 SH SOLE 18543 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 574391 3371 SH SOLE 3370 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 3460939 59713 SH SOLE 59712 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2886878 60269 SH SOLE 60268 0 0 VEEVA SYS INC CL A COM 922475108 201568 1047 SH SOLE 1047 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 294917 7823 SH SOLE 7822 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 314851 774 SH SOLE 773 0 0 VISA INC COM CL A 92826C839 2258596 8675 SH SOLE 8675 0 0 VISA INC COM CL A 92826C839 494665 1900 SH Put SOLE 0 0 0 WALMART INC COM 931142103 413375 2622 SH SOLE 2622 0 0 WASTE MGMT INC DEL COM 94106L109 327763 1830 SH SOLE 1830 0 0 WISDOMTREE TR INTL QULTY DIV 97717X131 9474901 261232 SH SOLE 261232 0 0 WISDOMTREE TR EM EX ST-OWNED 97717X578 392640 13596 SH SOLE 13595 0 0 WISDOMTREE TR US LARGECAP DIVD 97717W307 14551773 219219 SH SOLE 219219 0 0 ZOETIS INC CL A 98978V103 252831 1281 SH SOLE 1281 0 0