Revolve Wealth Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$655M
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 191 stock holdings with total value $655M as of Q3 2024. Top holdings included VTI, IEFA, IVAL, HYMB, and TBIL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 +$39.7M -$6.17M +$33.5M VTI, IEFA, IVAL, HYMB, TBIL 13F-HR 4/15/2024, 04:51 PM
Q4 2023 159 $516M +$60.3M -$18.8M +$41.5M VTI, IVAL, IEFA, TBIL, HYMB 13F-HR 1/12/2024, 12:37 PM
Q3 2023 145 $431M +$28.8M -$10.1M +$18.7M VTI, IVAL, SCHF, HYMB, SYLD 13F-HR 10/10/2023, 04:27 PM
Q2 2023 146 $427M +$54.2M -$42.5M +$11.7M VTI, IVAL, SCHF, DLN, HYMB 13F-HR 7/20/2023, 01:09 PM
Q1 2023 140 $393M +$75.4M -$48.3M +$27.1M VTI, DLN, IVAL, SCHF, SCHX 13F-HR 4/6/2023, 03:55 PM
Q4 2022 143 $349M +$46.6M -$13.6M +$33M DLN, SCHX, SCHG, IVAL, SCHF 13F-HR 1/17/2023, 01:33 PM
Q3 2022 130 $299M +$23.7M -$7.15M +$16.6M DLN, SCHX, SCHG, IVAL, SCHF 13F-HR 10/12/2022, 11:31 AM
Q2 2022 137 $304M +$28.1M -$15.1M +$13M DLN, SCHX, SCHG, IVAL, SCHF 13F-HR 7/11/2022, 05:01 PM
Q1 2022 147 $346M +$57.6M -$13.1M +$44.5M DLN, SCHX, SCHG, IVAL, SCHF 13F-HR 4/18/2022, 05:31 PM
Q4 2021 149 $347M $0 $0 DLN, SCHX, SCHG, IVAL, SCHF 13F-HR 2/4/2022, 01:59 PM