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 229 equity positions with a total reported market value of $769.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

229
Positions
$769.86M
Total AUM (reported)
12.31M
Total Shares

Allocation by class

TOTAL AUM$769.86M229 positions
TOTAL STK MKT$114.16M14.8%
COM$110.03M14.3%
STATE STREET SPD$47.56M6.2%
CORE MSCI EAFE$47.30M6.1%
INTL QUAN VALUE$42.18M5.5%
US QUAN MOMENTUM$27.70M3.6%
SHSHLD YIELD ETF$27.46M3.6%

Portfolio Concentration

Top 326.5%4โ€“1022.4%11โ€“2524.4%Rest26.7%TOP 1048.9%0%100%
Top 3$203.65M26.5%
4โ€“10$172.66M22.4%
11โ€“25$187.86M24.4%
Rest$205.69M26.7%

Top 3 weight

26.5%

Top 10 weight

48.9%

Voting Authority Distribution

Total shares with voting rights: 12.31M

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

12.31M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole229
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings229
Rows:

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares355.86K
TypeSH
Market value$114.16M
14.83%
Sole
0.00
Shared
0.00
None
355.86K

ISHARES TR

SOLE
CORE MSCI EAFE
Shares522.49K
TypeSH
Market value$47.30M
6.14%
Sole
0.00
Shared
0.00
None
522.49K

EA SERIES TRUST

SOLE
INTL QUAN VALUE
Shares1.24M
TypeSH
Market value$42.18M
5.48%
Sole
0.00
Shared
0.00
None
1.24M

EA SERIES TRUST

SOLE
US QUAN MOMENTUM
Shares405.53K
TypeSH
Market value$27.70M
3.60%
Sole
0.00
Shared
0.00
None
405.53K

CAMBRIA ETF TR

SOLE
SHSHLD YIELD ETF
Shares364.18K
TypeSH
Market value$27.46M
3.57%
Sole
0.00
Shared
0.00
None
364.18K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares1.09M
TypeSH
Market value$27.01M
3.51%
Sole
0.00
Shared
0.00
None
1.09M

EA SERIES TRUST

SOLE
SPARKLINE INTANG
Shares731.86K
TypeSH
Market value$26.24M
3.41%
Sole
0.00
Shared
0.00
None
731.86K

SCHWAB STRATEGIC TR

SOLE
INTL EQTY ETF
Shares1.05M
TypeSH
Market value$25.99M
3.38%
Sole
0.00
Shared
0.00
None
1.05M

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares440K
TypeSH
Market value$19.95M
2.59%
Sole
0.00
Shared
0.00
None
440K

DIMENSIONAL ETF TRUST

SOLE
CORE FIXED INCOM
Shares433.57K
TypeSH
Market value$18.31M
2.38%
Sole
0.00
Shared
0.00
None
433.57K

WISDOMTREE TR

SOLE
US LARGECAP DIVD
Shares197.29K
TypeSH
Market value$17.62M
2.29%
Sole
0.00
Shared
0.00
None
197.29K

WISDOMTREE TR

SOLE
INTL QULTY DIV
Shares432.80K
TypeSH
Market value$17.37M
2.26%
Sole
0.00
Shared
0.00
None
432.80K

APPLE INC

SOLE
COM
Shares67.93K
TypeSH
Market value$17.24M
2.24%
Sole
0.00
Shared
0.00
None
67.93K

SCHWAB STRATEGIC TR

SOLE
US AGGREGATE B
Shares739.54K
TypeSH
Market value$17.17M
2.23%
Sole
0.00
Shared
0.00
None
739.54K

VANECK ETF TRUST

SOLE
HIGH YLD MUNIETF
Shares295.30K
TypeSH
Market value$14.81M
1.92%
Sole
0.00
Shared
0.00
None
295.30K

AMERICAN CENTY ETF TR

SOLE
US SML CP VALU
Shares125.79K
TypeSH
Market value$13.90M
1.81%
Sole
0.00
Shared
0.00
None
125.79K

NVIDIA CORPORATION

SOLE
COM
Shares71.61K
TypeSH
Market value$12.49M
1.62%
Sole
0.00
Shared
0.00
None
71.61K

SCHWAB STRATEGIC TR

SOLE
US LCAP GR ETF
Shares422.62K
TypeSH
Market value$12.31M
1.60%
Sole
0.00
Shared
0.00
None
422.62K

ISHARES TR

SOLE
NATIONAL MUN ETF
Shares112.77K
TypeSH
Market value$11.97M
1.55%
Sole
0.00
Shared
0.00
None
112.77K

ISHARES TR

SOLE
CORE S&P500 ETF
Shares17.96K
TypeSH
Market value$11.73M
1.52%
Sole
0.00
Shared
0.00
None
17.96K

SCHWAB STRATEGIC TR

SOLE
US LRG CAP ETF
Shares413.63K
TypeSH
Market value$10.61M
1.38%
Sole
0.00
Shared
0.00
None
413.63K

MICROSOFT CORP

SOLE
COM
Shares25.11K
TypeSH
Market value$9.29M
1.21%
Sole
0.00
Shared
0.00
None
25.11K

VANGUARD TAX-MANAGED FDS

SOLE
VAN FTSE DEV MKT
Shares128.65K
TypeSH
Market value$8.24M
1.07%
Sole
0.00
Shared
0.00
None
128.65K

RBB FD INC

SOLE
F/M US TREASURY
Shares131.87K
TypeSH
Market value$6.58M
0.85%
Sole
0.00
Shared
0.00
None
131.87K

VANGUARD INDEX FDS

SOLE
GROWTH ETF
Shares14.95K
TypeSH
Market value$6.53M
0.85%
Sole
0.00
Shared
0.00
None
14.95K
Page 1 of 10
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REVOLVE WEALTH PARTNERS, LLC 13F Holdings โ€” 229 Positions | Finecho