REVOLVE WEALTH PARTNERS, LLC

PrivateCIK: 1808992

Location

HACKENSACK, NJ

315

Positions

$958.79M

Total AUM (reported)

13.67M

Total Shares

Allocation by class

COM$168.56M17.6%

MRNGSTR TTL STK$138.39M14.4%

CORE MSCI EAFE$52.84M5.5%

INTL QUAN VALUE$47.52M5.0%

SPAR INT VAL ETF$32.80M3.4%

INTL EQTY ETF$31.86M3.3%

SHSHLD YIELD ETF$30.58M3.2%

Portfolio Concentration

Top 3$238.74M24.9%

4–10$193.81M20.2%

11–25$224.72M23.4%

Rest$301.52M31.4%

Top 3 weight

24.9%

Top 10 weight

45.1%

Voting Authority Distribution

Total shares with voting rights: 13.66M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

13.66M

% of voting shares100.0%

Investment Discretion (by position count)

Sole315

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings315

Rows:

VANGUARD INDEX FDS

SOLE

MRNGSTR TTL STK

Shares369.78K

TypeSH

Market value$138.39M

14.43%

Sole

0.00

Shared

0.00

None

369.78K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares545.41K

TypeSH

Market value$52.84M

5.51%

Sole

0.00

Shared

0.00

None

545.41K

EA SERIES TRUST

SOLE

INTL QUAN VALUE

Shares1.32M

TypeSH

Market value$47.52M

4.96%

Sole

0.00

Shared

0.00

None

1.32M

EA SERIES TRUST

SOLE

SPAR INT VAL ETF

Shares752.60K

TypeSH

Market value$32.80M

3.42%

Sole

0.00

Shared

0.00

None

752.60K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares1.16M

TypeSH

Market value$31.86M

3.32%

Sole

0.00

Shared

0.00

None

1.16M

CAMBRIA ETF TR

SOLE

SHSHLD YIELD ETF

Shares379.43K

TypeSH

Market value$30.58M

3.19%

Sole

0.00

Shared

0.00

None

379.43K

EA SERIES TRUST

SOLE

US QUAN MOMENTUM

Shares422.72K

TypeSH

Market value$30.48M

3.18%

Sole

0.00

Shared

0.00

None

422.72K

VANECK ETF TRUST

SOLE

HIGH YLD MUNIETF

Shares502.72K

TypeSH

Market value$24.15M

2.52%

Sole

0.00

Shared

0.00

None

502.72K

APPLE INC

SOLE

COM

Shares68.73K

TypeSH

Market value$22.89M

2.39%

Sole

0.00

Shared

0.00

None

68.73K

WISDOMTREE TR

SOLE

INTL QULTY DIV

Shares494.93K

TypeSH

Market value$21.06M

2.20%

Sole

0.00

Shared

0.00

None

494.93K

SPDR SERIES TRUST

SOLE

ST NUVE HIGH ETF

Shares845.80K

TypeSH

Market value$19.85M

2.07%

Sole

0.00

Shared

0.00

None

845.80K

WISDOMTREE TR

SOLE

US LARGECAP DIVD

Shares198.72K

TypeSH

Market value$19.32M

2.01%

Sole

0.00

Shared

0.00

None

198.72K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares187.23K

TypeSH

Market value$18.93M

1.97%

Sole

0.00

Shared

0.00

None

187.23K

NVIDIA CORPORATION

SOLE

COM

Shares82.31K

TypeSH

Market value$18.80M

1.96%

Sole

0.00

Shared

0.00

None

82.31K

SCHWAB STRATEGIC TR

SOLE

US AGGREGATE B

Shares834.95K

TypeSH

Market value$18.45M

1.92%

Sole

0.00

Shared

0.00

None

834.95K

DIMENSIONAL ETF TRUST

SOLE

CORE FIXE IN ETF

Shares458.77K

TypeSH

Market value$18.41M

1.92%

Sole

0.00

Shared

0.00

None

458.77K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares132.78K

TypeSH

Market value$15.64M

1.63%

Sole

0.00

Shared

0.00

None

132.78K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares20.10K

TypeSH

Market value$15.40M

1.61%

Sole

0.00

Shared

0.00

None

20.10K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares422.20K

TypeSH

Market value$15.17M

1.58%

Sole

0.00

Shared

0.00

None

422.20K

MICROSOFT CORP

SOLE

COM

Shares26.89K

TypeSH

Market value$13.79M

1.44%

Sole

0.00

Shared

0.00

None

26.89K

SPDR SERIES TRUST

SOLE

ST STR NUVEE ETF

Shares315.11K

TypeSH

Market value$13.48M

1.41%

Sole

0.00

Shared

0.00

None

315.11K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares411.02K

TypeSH

Market value$12.33M

1.29%

Sole

0.00

Shared

0.00

None

411.02K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares131.17K

TypeSH

Market value$9.26M

0.97%

Sole

0.00

Shared

0.00

None

131.17K

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares10.47K

TypeSH

Market value$7.99M

0.83%

Sole

0.00

Shared

0.00

None

6.47K

VANGUARD INDEX FDS

SOLE

MRNGSTR GRWT ETF

Shares87.87K

TypeSH

Market value$7.92M

0.83%

Sole

0.00

Shared

0.00

None

87.87K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	MRNGSTR TTL STK	369.78K	SH	$138.39M 14.43%	369.78K
ISHARES TRSOLE	CORE MSCI EAFE	545.41K	SH	$52.84M 5.51%	545.41K
EA SERIES TRUSTSOLE	INTL QUAN VALUE	1.32M	SH	$47.52M 4.96%	1.32M
EA SERIES TRUSTSOLE	SPAR INT VAL ETF	752.60K	SH	$32.80M 3.42%	752.60K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	1.16M	SH	$31.86M 3.32%	1.16M
CAMBRIA ETF TRSOLE	SHSHLD YIELD ETF	379.43K	SH	$30.58M 3.19%	379.43K
EA SERIES TRUSTSOLE	US QUAN MOMENTUM	422.72K	SH	$30.48M 3.18%	422.72K
VANECK ETF TRUSTSOLE	HIGH YLD MUNIETF	502.72K	SH	$24.15M 2.52%	502.72K
APPLE INCSOLE	COM	68.73K	SH	$22.89M 2.39%	68.73K
WISDOMTREE TRSOLE	INTL QULTY DIV	494.93K	SH	$21.06M 2.20%	494.93K
SPDR SERIES TRUSTSOLE	ST NUVE HIGH ETF	845.80K	SH	$19.85M 2.07%	845.80K
WISDOMTREE TRSOLE	US LARGECAP DIVD	198.72K	SH	$19.32M 2.01%	198.72K
ISHARES TRSOLE	NATIONAL MUN ETF	187.23K	SH	$18.93M 1.97%	187.23K
NVIDIA CORPORATIONSOLE	COM	82.31K	SH	$18.80M 1.96%	82.31K
SCHWAB STRATEGIC TRSOLE	US AGGREGATE B	834.95K	SH	$18.45M 1.92%	834.95K
DIMENSIONAL ETF TRUSTSOLE	CORE FIXE IN ETF	458.77K	SH	$18.41M 1.92%	458.77K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	132.78K	SH	$15.64M 1.63%	132.78K
ISHARES TRSOLE	CORE S&P500 ETF	20.10K	SH	$15.40M 1.61%	20.10K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	422.20K	SH	$15.17M 1.58%	422.20K
MICROSOFT CORPSOLE	COM	26.89K	SH	$13.79M 1.44%	26.89K
SPDR SERIES TRUSTSOLE	ST STR NUVEE ETF	315.11K	SH	$13.48M 1.41%	315.11K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	411.02K	SH	$12.33M 1.29%	411.02K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	131.17K	SH	$9.26M 0.97%	131.17K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	10.47K	SH	$7.99M 0.83%	6.47K
VANGUARD INDEX FDSSOLE	MRNGSTR GRWT ETF	87.87K	SH	$7.92M 0.83%	87.87K

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