0001808992-24-000002.txt : 20240415 0001808992-24-000002.hdr.sgml : 20240415 20240415165129 ACCESSION NUMBER: 0001808992-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240415 DATE AS OF CHANGE: 20240415 EFFECTIVENESS DATE: 20240415 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: 24845228 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 03-31-2024 03-31-2024 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 04-15-2024 0 186 587205002 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 222319 1956 SH SOLE 1956 0 0 ABBVIE INC COM 00287Y109 561412 3083 SH SOLE 3082 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 264463 763 SH SOLE 763 0 0 ADOBE INC COM 00724F101 703412 1394 SH SOLE 1394 0 0 ADVANCED MICRO DEVICES INC COM 007903107 1314234 7281 SH SOLE 7281 0 0 AIR PRODS & CHEMS INC COM 009158106 493504 2037 SH SOLE 2037 0 0 AIRBNB INC COM CL A 009066101 515335 3124 SH SOLE 3124 0 0 ALPHABET INC CAP STK CL A 02079K305 2189933 14510 SH SOLE 14509 0 0 ALPHABET INC CAP STK CL C 02079K107 1560665 10250 SH SOLE 10250 0 0 ALPS ETF TR EQUAL SEC ETF 00162Q205 215922 1830 SH SOLE 1830 0 0 AMAZON COM INC COM 023135106 7506629 41616 SH SOLE 41615 0 0 AMERICAN CENTY ETF TR AVANTIS RESPONSI 025072299 742110 13036 SH SOLE 13036 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 9035486 96420 SH SOLE 96419 0 0 AMERICAN EXPRESS CO COM 025816109 296908 1304 SH SOLE 1304 0 0 AMERIPRISE FINL INC COM 03076C106 203875 465 SH SOLE 465 0 0 AMGEN INC COM 031162100 4935511 17359 SH SOLE 17359 0 0 AMPHENOL CORP NEW CL A 032095101 207746 1801 SH SOLE 1801 0 0 ANALOG DEVICES INC COM 032654105 211042 1067 SH SOLE 1067 0 0 APPLE INC COM 037833100 10474859 61085 SH SOLE 61085 0 0 APPLIED MATLS INC COM 038222105 208086 1009 SH SOLE 1009 0 0 AT&T INC COM 00206R102 204739 11633 SH SOLE 11632 0 0 BANK AMERICA CORP COM 060505104 489051 12897 SH SOLE 12896 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2477139 5891 SH SOLE 5890 0 0 BLACKSTONE INC COM 09260D107 687196 5231 SH SOLE 5231 0 0 BOEING CO COM 097023105 227606 1179 SH SOLE 1179 0 0 BROADCOM INC COM 11135F101 961032 725 SH SOLE 725 0 0 CAMBRIA ETF TR SHSHLD YIELD ETF 132061201 19779624 269955 SH SOLE 269955 0 0 CATERPILLAR INC COM 149123101 248559 678 SH SOLE 678 0 0 CHEVRON CORP NEW COM 166764100 505382 3204 SH SOLE 3203 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 299397 103 SH SOLE 103 0 0 CISCO SYS INC COM 17275R102 293585 5882 SH SOLE 5882 0 0 COCA COLA CO COM 191216100 471379 7705 SH SOLE 7704 0 0 COLGATE PALMOLIVE CO COM 194162103 2445758 27160 SH SOLE 27160 0 0 COMCAST CORP NEW CL A 20030N101 412122 9507 SH SOLE 9506 0 0 CONSOLIDATED EDISON INC COM 209115104 298867 3291 SH SOLE 3291 0 0 COSTCO WHSL CORP NEW COM 22160K105 729699 996 SH SOLE 996 0 0 CSX CORP COM 126408103 476721 12860 SH SOLE 12860 0 0 CVS HEALTH CORP COM 126650100 241914 3033 SH SOLE 3033 0 0 DEXCOM INC COM 252131107 307221 2215 SH SOLE 2215 0 0 DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 1276204 37903 SH SOLE 37903 0 0 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 673036 22360 SH SOLE 22360 0 0 DISNEY WALT CO COM 254687106 24472 200 SH Call SOLE 0 0 0 DISNEY WALT CO COM 254687106 606279 4955 SH SOLE 4954 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 315677 3264 SH SOLE 3264 0 0 EA SERIES TRUST SPARKLINE INTANG 02072L771 19183904 661548 SH SOLE 661548 0 0 EA SERIES TRUST US QUAN MOMENTUM 02072L409 21430620 362555 SH SOLE 362554 0 0 EA SERIES TRUST INTL QUAN VALUE 02072L201 30507953 1130762 SH SOLE 1130761 0 0 EATON CORP PLC SHS G29183103 254834 815 SH SOLE 815 0 0 ELI LILLY & CO COM 532457108 1082920 1392 SH SOLE 1392 0 0 EMERSON ELEC CO COM 291011104 231717 2043 SH SOLE 2043 0 0 EXXON MOBIL CORP COM 30231G102 812028 6986 SH SOLE 6985 0 0 GENERAL DYNAMICS CORP COM 369550108 248026 878 SH SOLE 878 0 0 GENERAL ELECTRIC CO COM NEW 369604301 294890 1680 SH SOLE 1680 0 0 GILEAD SCIENCES INC COM 375558103 256716 3505 SH SOLE 3504 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 298654 715 SH SOLE 715 0 0 HOME DEPOT INC COM 437076102 988536 2577 SH SOLE 2576 0 0 HONEYWELL INTL INC COM 438516106 294548 1435 SH SOLE 1435 0 0 INTEL CORP COM 458140100 395366 8951 SH SOLE 8951 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 314837 1649 SH SOLE 1648 0 0 INTUIT COM 461202103 248950 383 SH SOLE 383 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 459752 1152 SH SOLE 1152 0 0 INVESCO EXCH TRADED FD TR II FNDMNTL HY CRP 46138E719 4411955 243351 SH SOLE 243351 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 649461 30971 SH SOLE 30970 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 438663 21472 SH SOLE 21471 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 2210823 4979 SH SOLE 4979 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 824958 7877 SH SOLE 7877 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 331888 1106 SH SOLE 1106 0 0 ISHARES TR ESG EAFE ETF 46436E759 723472 10619 SH SOLE 10619 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 2317059 11018 SH SOLE 11017 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 320169 4007 SH SOLE 4006 0 0 ISHARES TR EAFE VALUE ETF 464288877 1471664 27053 SH SOLE 27052 0 0 ISHARES TR RUS 1000 ETF 464287622 281405 977 SH SOLE 977 0 0 ISHARES TR CORE S&P500 ETF 464287200 9879919 18793 SH SOLE 18792 0 0 ISHARES TR EAFE GRWTH ETF 464288885 4823539 46474 SH SOLE 46474 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 791459 6315 SH SOLE 6315 0 0 ISHARES TR U.S. TECH ETF 464287721 266338 1972 SH SOLE 1972 0 0 ISHARES TR NEW YORK MUN ETF 464288323 1015287 18868 SH SOLE 18868 0 0 ISHARES TR RUS MD CP GR ETF 464287481 841783 7375 SH SOLE 7375 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 554950 13509 SH SOLE 13509 0 0 ISHARES TR RUS TP200 GR ETF 464289438 414783 2126 SH SOLE 2126 0 0 ISHARES TR CORE S&P SCP ETF 464287804 2482384 22461 SH SOLE 22460 0 0 ISHARES TR S&P MC 400VL ETF 464287705 213395 1804 SH SOLE 1804 0 0 ISHARES TR CORE US AGGBD ET 464287226 520302 5312 SH SOLE 5312 0 0 ISHARES TR CORE S&P US GWT 464287671 349922 2985 SH SOLE 2985 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 2393392 7101 SH SOLE 7101 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 2548321 37553 SH SOLE 37552 0 0 ISHARES TR MSCI KLD400 SOC 464288570 1440616 14290 SH SOLE 14290 0 0 ISHARES TR NATIONAL MUN ETF 464288414 12372185 114983 SH SOLE 114983 0 0 ISHARES TR CORE MSCI EAFE 46432F842 37320802 502840 SH SOLE 502840 0 0 ISHARES TR S&P MC 400GR ETF 464287606 220460 2416 SH SOLE 2416 0 0 ISHARES TR CORE S&P MCP ETF 464287507 2174073 35793 SH SOLE 35793 0 0 JOHNSON & JOHNSON COM 478160104 1067225 6746 SH SOLE 6746 0 0 JPMORGAN CHASE & CO COM 46625H100 2274127 11354 SH SOLE 11353 0 0 KENVUE INC COM 49177J102 293251 13665 SH SOLE 13665 0 0 LENNAR CORP CL A 526057104 207752 1208 SH SOLE 1208 0 0 LINDE PLC SHS G54950103 321774 693 SH SOLE 693 0 0 LOWES COS INC COM 548661107 213718 839 SH SOLE 839 0 0 MASTERCARD INCORPORATED CL A 57636Q104 2210941 4591 SH SOLE 4591 0 0 MCDONALDS CORP COM 580135101 535428 1899 SH SOLE 1899 0 0 MERCK & CO INC COM 58933Y105 624513 4733 SH SOLE 4732 0 0 META PLATFORMS INC CL A 30303M102 4141051 8528 SH SOLE 8528 0 0 MICRON TECHNOLOGY INC COM 595112103 775952 6582 SH SOLE 6582 0 0 MICROSOFT CORP COM 594918104 9923926 23588 SH SOLE 23587 0 0 NETFLIX INC COM 64110L106 571903 942 SH SOLE 941 0 0 NEXTERA ENERGY INC COM 65339F101 283185 4431 SH SOLE 4431 0 0 NOVANTA INC COM 67000B104 213394 1221 SH SOLE 1221 0 0 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 1494472 19592 SH SOLE 19591 0 0 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 971732 25006 SH SOLE 25005 0 0 NUSHARES ETF TR NUVEEN ESG MIDVL 67092P508 672893 19675 SH SOLE 19675 0 0 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 820014 19717 SH SOLE 19716 0 0 NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 775180 17428 SH SOLE 17427 0 0 NVIDIA CORPORATION COM 67066G104 7002532 7750 SH SOLE 7749 0 0 ORACLE CORP COM 68389X105 629945 5015 SH SOLE 5015 0 0 PAYPAL HLDGS INC COM 70450Y103 46893 700 SH Put SOLE 0 0 0 PAYPAL HLDGS INC COM 70450Y103 198424 2962 SH SOLE 2962 0 0 PEPSICO INC COM 713448108 354831 2027 SH SOLE 2027 0 0 PFIZER INC COM 717081103 497974 17945 SH SOLE 17944 0 0 PROCTER AND GAMBLE CO COM 742718109 1052475 6487 SH SOLE 6486 0 0 PROLOGIS INC. COM 74340W103 211868 1627 SH SOLE 1627 0 0 QUALCOMM INC COM 747525103 390249 2305 SH SOLE 2305 0 0 RAYMOND JAMES FINL INC COM 754730109 270581 2107 SH SOLE 2107 0 0 RBB FD INC US TRSRY 6 MNTH 74933W460 724206 14452 SH SOLE 14452 0 0 RBB FD INC US TREAS 3 MNTH 74933W452 22369324 447118 SH SOLE 447118 0 0 RBB FD INC US TREAS 3 YR NT 74933W494 273917 5593 SH SOLE 5593 0 0 RBB FD INC US TREAS 5 YR NT 74933W510 213543 4403 SH SOLE 4403 0 0 RBB FD INC US TREASY 2 YR 74933W486 274161 5701 SH SOLE 5701 0 0 ROCKWELL AUTOMATION INC COM 773903109 232481 798 SH SOLE 798 0 0 RTX CORPORATION COM 75513E101 244421 2506 SH SOLE 2506 0 0 SALESFORCE INC COM 79466L302 571640 1898 SH SOLE 1898 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 14495132 371480 SH SOLE 371479 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 570414 7507 SH SOLE 7507 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 442086 7241 SH SOLE 7241 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 10922630 176001 SH SOLE 176001 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2183307 27078 SH SOLE 27078 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3277363 40248 SH SOLE 40247 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2483138 50429 SH SOLE 50429 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 11034781 119012 SH SOLE 119011 0 0 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 345945 12462 SH SOLE 12462 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 12950331 281529 SH SOLE 281528 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 217434 1044 SH SOLE 1044 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 246636 2612 SH SOLE 2612 0 0 SERVICENOW INC COM 81762P102 76240 100 SH Call SOLE 0 0 0 SERVICENOW INC COM 81762P102 725042 951 SH SOLE 951 0 0 SHOPIFY INC CL A 82509L107 1442847 18697 SH SOLE 18697 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 234161 589 SH SOLE 588 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 3241347 6197 SH SOLE 6196 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 2243961 4033 SH SOLE 4033 0 0 SPDR SER TR NUVEEN BLMBRG MU 78468R721 16362106 352025 SH SOLE 352024 0 0 SPDR SER TR S&P DIVID ETF 78464A763 374821 2856 SH SOLE 2856 0 0 SPDR SER TR NUVEEN BLOOMBERG 78464A284 23833382 927730 SH SOLE 927729 0 0 SPDR SER TR PORTFOLIO S&P400 78464A847 1264267 23702 SH SOLE 23702 0 0 TESLA INC COM 88160R101 806924 4590 SH SOLE 4590 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 251385 433 SH SOLE 432 0 0 TRACTOR SUPPLY CO COM 892356106 218536 835 SH SOLE 835 0 0 UBER TECHNOLOGIES INC COM 90353T100 1188110 15432 SH SOLE 15432 0 0 UNION PAC CORP COM 907818108 246433 1002 SH SOLE 1002 0 0 UNITEDHEALTH GROUP INC COM 91324P102 2018703 4081 SH SOLE 4080 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1236750 2500 SH Put SOLE 0 0 0 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 8895207 170211 SH SOLE 170210 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 277404 5639 SH SOLE 5639 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2043807 4252 SH SOLE 4251 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 241359 1482 SH SOLE 1482 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 627437 2661 SH SOLE 2661 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 94660539 364219 SH SOLE 364219 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 4669073 13565 SH SOLE 13565 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1130385 7250 SH SOLE 7250 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 2270669 9933 SH SOLE 9933 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 2897521 11597 SH SOLE 11596 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1020804 20174 SH SOLE 20174 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 597835 3274 SH SOLE 3273 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 3664109 60765 SH SOLE 60764 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 3137820 62544 SH SOLE 62543 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 272107 2249 SH SOLE 2249 0 0 VEEVA SYS INC CL A COM 922475108 244665 1056 SH SOLE 1056 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 285653 6808 SH SOLE 6807 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 334323 800 SH SOLE 799 0 0 VISA INC COM CL A 92826C839 2489115 8919 SH SOLE 8919 0 0 VISA INC COM CL A 92826C839 530252 1900 SH Put SOLE 0 0 0 WALMART INC COM 931142103 500032 8310 SH SOLE 8310 0 0 WASTE MGMT INC DEL COM 94106L109 396471 1860 SH SOLE 1860 0 0 WELLS FARGO CO NEW COM 949746101 228710 3946 SH SOLE 3946 0 0 WISDOMTREE TR EM EX ST-OWNED 97717X578 359039 12187 SH SOLE 12187 0 0 WISDOMTREE TR INTL QULTY DIV 97717X131 12130515 318721 SH SOLE 318720 0 0 WISDOMTREE TR US LARGECAP DIVD 97717W307 15759077 218300 SH SOLE 218299 0 0 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 211912 703 SH SOLE 703 0 0 ZOETIS INC CL A 98978V103 217266 1284 SH SOLE 1284 0 0