REVOLVE WEALTH PARTNERS LLC
Q1 2023 Form 13-F
HACKENSACK, NEW JERSEY
CIK 0001808992
· CRD 286643
· SEC-registered investment adviser
$393.3M Reported Value Total
REVOLVE WEALTH PARTNERS, LLC reports 2,731 total accounts under management (AUM). There are 2,731 discretionary accounts valued at $657,302,462, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-08-18
Reported value
$393.3M
Quarter over quarter
+6.7%
Holdings
140
Top-10 concentration
47.3%
Key People
Form ADV owners & control persons
Michael Scott Israel
MANAGING MEMBER
Daniel Lawrence Katz
MANAGING MEMBER
Logan M Trenz
CHIEF COMPLIANCE OFFICER
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13F Metrics
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Q1 2023 13F record
Q1 2023 13F filing summary
| Period of report | March 31, 2023 |
|---|---|
| Filed | April 06, 2023 |
| Form | 13F-HR |
| Reported value | $393.3M |
| Positions | 140 |
| Change in reported value | +12.5% |
| New positions | 7 |
| Exited positions | 10 |
| Position turnover | 11.3% |
| Top-10 concentration | 47.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 23, 2026
|
315 | $958.8M |
|
Q2 2026 13F
Filed Jul 9, 2026
|
350 | $965.2M |
|
Q1 2026 13F
Filed Apr 13, 2026
|
229 | $769.9M |
|
Q4 2025 13F
Filed Jan 20, 2026
|
228 | $850.7M |
|
Q3 2025 13F
Filed Oct 14, 2025
|
232 | $833.5M |
|
Q2 2025 13F
Filed Jul 28, 2025
|
226 | $769.6M |
|
Q1 2025 13F
Filed Apr 14, 2025
|
225 | $691.4M |
|
Q4 2024 13F
Filed Jan 22, 2025
|
219 | $691.8M |
|
Q3 2024 13F
Filed Oct 18, 2024
|
191 | $656.5M |
|
Q2 2024 13F
Filed Jul 19, 2024
|
176 | $608.4M |
|
Q1 2024 13F
Filed Apr 15, 2024
|
181 | $587.2M |
|
Q4 2023 13F
Filed Jan 12, 2024
|
159 | $518.7M |
|
Q3 2023 13F
Filed Oct 10, 2023
|
145 | $434.4M |
|
Q2 2023 13F
Filed Jul 20, 2023
|
146 | $427.2M |
|
Q1 2023 13F
Filed Apr 6, 2023
|
140 | $393.3M |
|
Q4 2022 13F
Filed Jan 17, 2023
|
143 | $349.6M |
|
Q3 2022 13F
Filed Oct 12, 2022
|
130 | $299.3M |
|
Q2 2022 13F
Filed Jul 11, 2022
|
137 | $304.5M |
|
Q1 2022 13F
Filed Apr 19, 2022
|
147 | $346.5M |
|
Q4 2021 13F
Filed Feb 4, 2022
|
149 | $347.5M |
Top 20 holdings · Q1 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | VTI VANGUARD INDEX FDS | $44.7M | 11.37% |
| 2 | DLN WISDOMTREE TR | $22.3M | 5.66% |
| 3 | IVAL EA SERIES TRUST | $21.7M | 5.51% |
| 4 | SCHF SCHWAB STRATEGIC TR | $18.5M | 4.71% |
| 5 | SCHX SCHWAB STRATEGIC TR | $16.8M | 4.26% |
| 6 | SCHG SCHWAB STRATEGIC TR | $15.4M | 3.91% |
| 7 | HYMB SPDR SER TR | $13.1M | 3.34% |
| 8 | MUB ISHARES TR | $12.1M | 3.08% |
| 9 | TFI SPDR SER TR | $11.6M | 2.95% |
| 10 | AAPL APPLE INC | $9.8M | 2.5% |
| 11 | IVV ISHARES TR | $9.3M | 2.36% |
| 12 | IEFA ISHARES TR | $9.1M | 2.31% |
| 13 | HYD VANECK ETF TRUST | $9.1M | 2.3% |
| 14 | SCHZ SCHWAB STRATEGIC TR | $9.0M | 2.28% |
| 15 | QMOM EA SERIES TRUST | $8.6M | 2.19% |
| 16 | ITAN EA SERIES TRUST | $8.5M | 2.16% |
| 17 | SYLD CAMBRIA ETF TR | $8.4M | 2.15% |
| 18 | SCHM SCHWAB STRATEGIC TR | $8.1M | 2.06% |
| 19 | EFG ISHARES TR | $8.0M | 2.03% |
| 20 | SCHA SCHWAB STRATEGIC TR | $6.8M | 1.73% |
Values as reported on the Q1 2023 Form 13F. Every position is in the holdings table below.