EVOLVE PRIVATE WEALTH, LLC

Est. AUM

$1.79B

13F long equity, this entity only

Positions

990

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$76.1M	299847	4.26%	SOLE
2	NVIDIA CORPORATION	COM	$49.2M	282233	2.76%	SOLE
3	PIMCO ETF TR	ACTIVE BD ETF	$48.6M	526533	2.72%	SOLE
4	HARTFORD FDS EXCHANGE TRADED	TOTAL RTRN ETF	$47.8M	1415913	2.68%	SOLE
5	ISHARES TR	CORE US AGGBD ET	$43.0M	433617	2.41%	SOLE
6	MICROSOFT CORP	COM	$36.3M	98048	2.03%	SOLE
7	VANGUARD MALVERN FDS	CORE BD ETF	$36.1M	466879	2.02%	SOLE
8	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$35.1M	476895	1.97%	SOLE
9	ISHARES TR	INTERNATIONAL SL	$27.1M	647545	1.52%	SOLE
10	ALPHABET INC	CAP STK CL A	$27.0M	94046	1.51%	SOLE
11	AMAZON COM INC	COM	$23.8M	114490	1.34%	SOLE
12	ISHARES INC	EMNG MKTS EQT	$22.0M	363367	1.23%	SOLE
13	ISHARES GOLD TR	ISHARES NEW	$21.2M	240561	1.19%	SOLE
14	CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$20.5M	919620	1.15%	SOLE
15	BROADCOM INC	COM	$19.6M	63284	1.10%	SOLE
16	META PLATFORMS INC	CL A	$16.3M	28527	0.91%	SOLE
17	VANGUARD INDEX FDS	TOTAL STK MKT	$15.4M	47951	0.86%	SOLE
18	ALPHABET INC	CAP STK CL C	$14.5M	50443	0.81%	SOLE
19	PIMCO EQUITY SER	RAFI DYN EMERG	$14.1M	561692	0.79%	SOLE
20	JPMORGAN CHASE & CO	COM	$13.6M	46242	0.76%	SOLE
21	ISHARES INC	CORE MSCI EMKT	$12.9M	185240	0.72%	SOLE
22	EXXON MOBIL CORP	COM	$12.4M	72984	0.69%	SOLE
23	ISHARES TR	CORE S&P500 ETF	$12.3M	18841	0.69%	SOLE
24	ISHARES TR	US SML CAP EQT	$11.0M	146252	0.62%	SOLE
25	GENERAL MTRS CO	COM	$10.7M	143650	0.60%	SOLE
26	JOHNSON & JOHNSON	COM	$10.6M	43235	0.59%	SOLE
27	TESLA INC	COM	$10.4M	27926	0.58%	SOLE
28	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$10.1M	21125	0.57%	SOLE
29	WALMART INC	COM	$9.7M	78120	0.54%	SOLE
30	LAM RESEARCH CORP	COM NEW	$8.5M	40000	0.48%	SOLE
31	AB ACTIVE ETFS INC	TAX AWARE SHRT	$8.0M	316192	0.45%	SOLE
32	ISHARES TR	U S EQUITY FACTR	$7.9M	119833	0.44%	SOLE
33	MERCK & CO INC	COM	$7.7M	64340	0.43%	SOLE
34	UNITED THERAPEUTICS CORP DEL	COM	$7.7M	12913	0.43%	SOLE
35	INTERNATIONAL BUSINESS MACHS	COM	$7.6M	31276	0.42%	SOLE
36	ELI LILLY & CO	COM	$7.3M	7908	0.41%	SOLE
37	VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$7.2M	93286	0.41%	SOLE
38	COSTCO WHOLESALE CORPORATION	COM	$7.2M	7263	0.41%	SOLE
39	KLA CORP	COM NEW	$7.1M	4793	0.40%	SOLE
40	SCHWAB STRATEGIC TR	US TIPS ETF	$6.8M	256408	0.38%	SOLE
41	CISCO SYS INC	COM	$6.8M	87143	0.38%	SOLE
42	CAPITAL ONE FINL CORP	COM	$6.7M	36932	0.38%	SOLE
43	JABIL INC	COM	$6.6M	24872	0.37%	SOLE
44	SPDR SERIES TRUST	STATE STREET SPD	$6.4M	132225	0.36%	SOLE
45	VANGUARD INDEX FDS	GROWTH ETF	$6.4M	14577	0.36%	SOLE
46	BRISTOL-MYERS SQUIBB CO	COM	$6.3M	103634	0.35%	SOLE
47	AMERICAN EXPRESS CO	COM	$6.2M	20572	0.35%	SOLE
48	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$6.2M	154294	0.35%	SOLE
49	2023 ETF SERIES TRUST	BRANDES INTERNAT	$6.0M	145894	0.34%	SOLE
50	ENTERPRISE PRODS PARTNERS L	COM	$5.8M	154492	0.33%	SOLE

1–50 of 990

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.