• 13F History

Revolve Wealth Partners, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 14, 2025
Value $
$691M
Signature - Title
Logan M. Trenz - CCO
Location
Hackensack, NJ
Summary
This page shows a list of all the recent 13F filings made by Revolve Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Revolve Wealth Partners, LLC reported 225 stock holdings with total value $691M as of Q1 2025. Top holdings included VTI, IEFA, IVAL, HYMB, and TBIL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 225 $691M +$40.7M -$7.51M +$33.1M VTI, IEFA, IVAL, HYMB, TBIL 13F-HR 4/14/2025, 10:46 AM
Q4 2024 219 $673M +$72.6M -$8.66M +$64M VTI, IEFA, IVAL, HYMB, TBIL Restatement 3/19/2025, 12:20 PM
Q3 2024 191 $655M +$31.3M -$13.5M +$17.9M VTI, IEFA, IVAL, HYMB, TBIL 13F-HR 10/18/2024, 03:50 PM
Q2 2024 176 $607M +$32.2M -$6.77M +$25.4M VTI, IEFA, IVAL, HYMB, TBIL 13F-HR 7/19/2024, 04:34 PM
Q1 2024 181 $585M +$39.6M -$6.17M +$33.4M VTI, IEFA, IVAL, HYMB, TBIL 13F-HR 4/15/2024, 04:51 PM
Q4 2023 162 $514M +$60M -$18.8M +$41.1M VTI, IVAL, IEFA, TBIL, HYMB 13F-HR 1/12/2024, 12:37 PM
Q3 2023 148 $434M +$32.2M -$7.48M +$24.7M VTI, IVAL, SCHF, HYMB, SYLD 13F-HR 10/10/2023, 04:27 PM
Q2 2023 148 $427M +$54.2M -$40.1M +$14.1M VTI, IVAL, SCHF, DLN, HYMB 13F-HR 7/20/2023, 01:09 PM
Q1 2023 142 $393M +$75.4M -$46.1M +$29.3M VTI, DLN, IVAL, SCHF, SCHX 13F-HR 4/6/2023, 03:55 PM
Q4 2022 145 $350M +$46.6M -$10.5M +$36.1M DLN, SCHX, SCHG, IVAL, SCHF 13F-HR 1/17/2023, 12:33 PM
Q3 2022 132 $299M +$23.7M -$4.11M +$19.6M DLN, SCHX, SCHG, IVAL, SCHF 13F-HR 10/12/2022, 11:31 AM
Q2 2022 140 $305M +$28.3M -$10.1M +$18.2M DLN, SCHX, SCHG, IVAL, SCHF 13F-HR 7/11/2022, 05:01 PM
Q1 2022 149 $347M +$57.7M -$10.7M +$47M DLN, SCHX, SCHG, IVAL, SCHF 13F-HR 4/18/2022, 05:31 PM
Q4 2021 151 $347M DLN, SCHX, SCHG, IVAL, SCHF 13F-HR 2/4/2022, 12:59 PM