REVOLVE WEALTH PARTNERS, LLC

PrivateCIK: 1808992
Location

HACKENSACK, NJ

๐Ÿ“‹ What this filing means

REVOLVE WEALTH PARTNERS, LLC filed this quarterly 13Fโ€‘HR report disclosing 232 equity positions with a total reported market value of $833.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

232
Positions
$833.52M
Total AUM (reported)
13.19M
Total Shares

Allocation by class

TOTAL AUM$833.52M232 positions
TOTAL STK MKT$128.33M15.4%
COM$125.61M15.1%
CORE MSCI EAFE$50.71M6.1%
INTL QUAN VALUE$42.22M5.1%
SPARKLINE INTANG$27.76M3.3%
NUVEEN ICE HIGH$27.62M3.3%
US QUAN MOMENTUM$27.35M3.3%

Portfolio Concentration

Top 326.5%4โ€“1021.3%11โ€“2526.2%Rest25.9%TOP 1047.9%0%100%
Top 3$221.26M26.5%
4โ€“10$177.77M21.3%
11โ€“25$218.39M26.2%
Rest$216.10M25.9%

Top 3 weight

26.5%

Top 10 weight

47.9%

Voting Authority Distribution

Total shares with voting rights: 13.19M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

13.19M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole232
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings232
Rows:

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares391.03K
TypeSH
Market value$128.33M
15.40%
Sole
0.00
Shared
0.00
None
391.03K

ISHARES TR

SOLE
CORE MSCI EAFE
Shares580.82K
TypeSH
Market value$50.71M
6.08%
Sole
0.00
Shared
0.00
None
580.82K

EA SERIES TRUST

SOLE
INTL QUAN VALUE
Shares1.40M
TypeSH
Market value$42.22M
5.07%
Sole
0.00
Shared
0.00
None
1.40M

EA SERIES TRUST

SOLE
SPARKLINE INTANG
Shares799.80K
TypeSH
Market value$27.76M
3.33%
Sole
0.00
Shared
0.00
None
799.80K

SPDR SERIES TRUST

SOLE
NUVEEN ICE HIGH
Shares1.11M
TypeSH
Market value$27.62M
3.31%
Sole
0.00
Shared
0.00
None
1.11M

EA SERIES TRUST

SOLE
US QUAN MOMENTUM
Shares424.36K
TypeSH
Market value$27.35M
3.28%
Sole
0.00
Shared
0.00
None
424.36K

CAMBRIA ETF TR

SOLE
SHSHLD YIELD ETF
Shares381.90K
TypeSH
Market value$26.22M
3.15%
Sole
0.00
Shared
0.00
None
381.90K

RBB FD INC

SOLE
US TREAS 3 MNTH
Shares510.74K
TypeSH
Market value$25.54M
3.06%
Sole
0.00
Shared
0.00
None
510.74K

SCHWAB STRATEGIC TR

SOLE
INTL EQTY ETF
Shares1.03M
TypeSH
Market value$24.07M
2.89%
Sole
0.00
Shared
0.00
None
1.03M

SPDR SERIES TRUST

SOLE
NUVEEN ICE MUNIC
Shares421.44K
TypeSH
Market value$19.20M
2.30%
Sole
0.00
Shared
0.00
None
421.44K

APPLE INC

SOLE
COM
Shares74.81K
TypeSH
Market value$19.05M
2.29%
Sole
0.00
Shared
0.00
None
74.81K

WISDOMTREE TR

SOLE
INTL QULTY DIV
Shares459.46K
TypeSH
Market value$18.32M
2.20%
Sole
0.00
Shared
0.00
None
459.46K

WISDOMTREE TR

SOLE
US LARGECAP DIVD
Shares208.83K
TypeSH
Market value$18.17M
2.18%
Sole
0.00
Shared
0.00
None
208.83K

SCHWAB STRATEGIC TR

SOLE
US AGGREGATE B
Shares753.12K
TypeSH
Market value$17.68M
2.12%
Sole
0.00
Shared
0.00
None
753.12K

DIMENSIONAL ETF TRUST

SOLE
CORE FIXED INCOM
Shares411.25K
TypeSH
Market value$17.58M
2.11%
Sole
0.00
Shared
0.00
None
411.25K

VANECK ETF TRUST

SOLE
HIGH YLD MUNIETF
Shares320.60K
TypeSH
Market value$16.32M
1.96%
Sole
0.00
Shared
0.00
None
320.60K

ISHARES TR

SOLE
NATIONAL MUN ETF
Shares142.19K
TypeSH
Market value$15.14M
1.82%
Sole
0.00
Shared
0.00
None
142.19K

MICROSOFT CORP

SOLE
COM
Shares28.64K
TypeSH
Market value$14.84M
1.78%
Sole
0.00
Shared
0.00
None
28.64K

NVIDIA CORPORATION

SOLE
COM
Shares77.18K
TypeSH
Market value$14.40M
1.73%
Sole
0.00
Shared
0.00
None
77.18K

SCHWAB STRATEGIC TR

SOLE
US LCAP GR ETF
Shares448.37K
TypeSH
Market value$14.31M
1.72%
Sole
0.00
Shared
0.00
None
448.37K

AMERICAN CENTY ETF TR

SOLE
US SML CP VALU
Shares130.88K
TypeSH
Market value$13.03M
1.56%
Sole
0.00
Shared
0.00
None
130.88K

ISHARES TR

SOLE
CORE S&P500 ETF
Shares19.44K
TypeSH
Market value$13.01M
1.56%
Sole
0.00
Shared
0.00
None
19.44K

SCHWAB STRATEGIC TR

SOLE
US LRG CAP ETF
Shares428.23K
TypeSH
Market value$11.28M
1.35%
Sole
0.00
Shared
0.00
None
428.23K

VANGUARD TAX-MANAGED FDS

SOLE
VAN FTSE DEV MKT
Shares133.95K
TypeSH
Market value$8.03M
0.96%
Sole
0.00
Shared
0.00
None
133.95K

VANGUARD INDEX FDS

SOLE
GROWTH ETF
Shares15.09K
TypeSH
Market value$7.24M
0.87%
Sole
0.00
Shared
0.00
None
15.09K
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REVOLVE WEALTH PARTNERS, LLC 13F Holdings โ€” 232 Positions | Finecho