REVOLVE WEALTH PARTNERS, LLC

PrivateCIK: 1808992

Location

HACKENSACK, NJ

350

Positions

$965.20M

Total AUM (reported)

13.82M

Total Shares

Allocation by class

COM$180.37M18.7%

TOTAL STK MKT$133.90M13.9%

CORE MSCI EAFE$51.44M5.3%

INTL QUAN VALUE$43.23M4.5%

US QUAN MOMENTUM$32.41M3.4%

SPAR INT VAL ETF$31.26M3.2%

INTL EQTY ETF$29.81M3.1%

Portfolio Concentration

Top 3$228.57M23.7%

4–10$193.25M20.0%

11–25$214.48M22.2%

Rest$328.90M34.1%

Top 3 weight

23.7%

Top 10 weight

43.7%

Voting Authority Distribution

Total shares with voting rights: 13.81M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

13.81M

% of voting shares100.0%

Investment Discretion (by position count)

Sole350

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings350

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares361.84K

TypeSH

Market value$133.90M

13.87%

Sole

0.00

Shared

0.00

None

361.84K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares532.59K

TypeSH

Market value$51.44M

5.33%

Sole

0.00

Shared

0.00

None

532.59K

EA SERIES TRUST

SOLE

INTL QUAN VALUE

Shares1.27M

TypeSH

Market value$43.23M

4.48%

Sole

0.00

Shared

0.00

None

1.27M

EA SERIES TRUST

SOLE

US QUAN MOMENTUM

Shares411.61K

TypeSH

Market value$32.41M

3.36%

Sole

0.00

Shared

0.00

None

411.61K

EA SERIES TRUST

SOLE

SPAR INT VAL ETF

Shares747.37K

TypeSH

Market value$31.26M

3.24%

Sole

0.00

Shared

0.00

None

747.37K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares1.08M

TypeSH

Market value$29.81M

3.09%

Sole

0.00

Shared

0.00

None

1.08M

CAMBRIA ETF TR

SOLE

SHSHLD YIELD ETF

Shares374.17K

TypeSH

Market value$29.59M

3.07%

Sole

0.00

Shared

0.00

None

374.17K

SPDR SERIES TRUST

SOLE

ST NUVE HIGH ETF

Shares1.14M

TypeSH

Market value$28.94M

3.00%

Sole

0.00

Shared

0.00

None

1.14M

APPLE INC

SOLE

COM

Shares71.40K

TypeSH

Market value$20.66M

2.14%

Sole

0.00

Shared

0.00

None

71.40K

SPDR SERIES TRUST

SOLE

ST STR NUVEE ETF

Shares449.30K

TypeSH

Market value$20.58M

2.13%

Sole

0.00

Shared

0.00

None

449.30K

WISDOMTREE TR

SOLE

INTL QULTY DIV

Shares454.11K

TypeSH

Market value$19.56M

2.03%

Sole

0.00

Shared

0.00

None

454.11K

WISDOMTREE TR

SOLE

US LARGECAP DIVD

Shares198.08K

TypeSH

Market value$19.08M

1.98%

Sole

0.00

Shared

0.00

None

198.08K

DIMENSIONAL ETF TRUST

SOLE

CORE FIXE IN ETF

Shares442.82K

TypeSH

Market value$18.69M

1.94%

Sole

0.00

Shared

0.00

None

442.82K

SCHWAB STRATEGIC TR

SOLE

US AGGREGATE B

Shares756.99K

TypeSH

Market value$17.51M

1.81%

Sole

0.00

Shared

0.00

None

756.99K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares130.03K

TypeSH

Market value$16.22M

1.68%

Sole

0.00

Shared

0.00

None

130.03K

NVIDIA CORPORATION

SOLE

COM

Shares79.63K

TypeSH

Market value$15.93M

1.65%

Sole

0.00

Shared

0.00

None

78.13K

VANECK ETF TRUST

SOLE

HIGH YLD MUNIETF

Shares299.81K

TypeSH

Market value$15.44M

1.60%

Sole

0.00

Shared

0.00

None

299.81K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares20.52K

TypeSH

Market value$15.37M

1.59%

Sole

0.00

Shared

0.00

None

20.52K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares421.95K

TypeSH

Market value$14.28M

1.48%

Sole

0.00

Shared

0.00

None

421.95K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares123.08K

TypeSH

Market value$13.25M

1.37%

Sole

0.00

Shared

0.00

None

123.08K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares412.38K

TypeSH

Market value$12.14M

1.26%

Sole

0.00

Shared

0.00

None

412.38K

MICROSOFT CORP

SOLE

COM

Shares27.69K

TypeSH

Market value$10.33M

1.07%

Sole

0.00

Shared

0.00

None

26.19K

RBB FD INC

SOLE

F/M US TREASURY

Shares194.14K

TypeSH

Market value$9.68M

1.00%

Sole

0.00

Shared

0.00

None

194.14K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares130.06K

TypeSH

Market value$9.27M

0.96%

Sole

0.00

Shared

0.00

None

130.06K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares89.75K

TypeSH

Market value$7.73M

0.80%

Sole

0.00

Shared

0.00

None

89.75K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	361.84K	SH	$133.90M 13.87%	361.84K
ISHARES TRSOLE	CORE MSCI EAFE	532.59K	SH	$51.44M 5.33%	532.59K
EA SERIES TRUSTSOLE	INTL QUAN VALUE	1.27M	SH	$43.23M 4.48%	1.27M
EA SERIES TRUSTSOLE	US QUAN MOMENTUM	411.61K	SH	$32.41M 3.36%	411.61K
EA SERIES TRUSTSOLE	SPAR INT VAL ETF	747.37K	SH	$31.26M 3.24%	747.37K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	1.08M	SH	$29.81M 3.09%	1.08M
CAMBRIA ETF TRSOLE	SHSHLD YIELD ETF	374.17K	SH	$29.59M 3.07%	374.17K
SPDR SERIES TRUSTSOLE	ST NUVE HIGH ETF	1.14M	SH	$28.94M 3.00%	1.14M
APPLE INCSOLE	COM	71.40K	SH	$20.66M 2.14%	71.40K
SPDR SERIES TRUSTSOLE	ST STR NUVEE ETF	449.30K	SH	$20.58M 2.13%	449.30K
WISDOMTREE TRSOLE	INTL QULTY DIV	454.11K	SH	$19.56M 2.03%	454.11K
WISDOMTREE TRSOLE	US LARGECAP DIVD	198.08K	SH	$19.08M 1.98%	198.08K
DIMENSIONAL ETF TRUSTSOLE	CORE FIXE IN ETF	442.82K	SH	$18.69M 1.94%	442.82K
SCHWAB STRATEGIC TRSOLE	US AGGREGATE B	756.99K	SH	$17.51M 1.81%	756.99K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	130.03K	SH	$16.22M 1.68%	130.03K
NVIDIA CORPORATIONSOLE	COM	79.63K	SH	$15.93M 1.65%	78.13K
VANECK ETF TRUSTSOLE	HIGH YLD MUNIETF	299.81K	SH	$15.44M 1.60%	299.81K
ISHARES TRSOLE	CORE S&P500 ETF	20.52K	SH	$15.37M 1.59%	20.52K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	421.95K	SH	$14.28M 1.48%	421.95K
ISHARES TRSOLE	NATIONAL MUN ETF	123.08K	SH	$13.25M 1.37%	123.08K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	412.38K	SH	$12.14M 1.26%	412.38K
MICROSOFT CORPSOLE	COM	27.69K	SH	$10.33M 1.07%	26.19K
RBB FD INCSOLE	F/M US TREASURY	194.14K	SH	$9.68M 1.00%	194.14K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	130.06K	SH	$9.27M 0.96%	130.06K
VANGUARD INDEX FDSSOLE	GROWTH ETF	89.75K	SH	$7.73M 0.80%	89.75K

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