Filed: 4/16/2026ACC: 0001951757-26-000621
📋 What this filing means
EVOLVE PRIVATE WEALTH, LLC filed this quarterly 13F‑HR report disclosing 994 equity positions with a total reported market value of $1.87B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
994
Positions
$1.87B
Total AUM (reported)
27.97M
Total Shares
Allocation by class
COM$949.54M50.8%
0-3 MNTH TREASRY$83.77M4.5%
COM NEW$52.01M2.8%
ACTIVE BD ETF$48.59M2.6%
TOTAL RTRN ETF$47.77M2.6%
CL A$43.66M2.3%
CORE US AGGBD ET$43.05M2.3%
Portfolio Concentration
Top 3$209.09M11.2%
4–10$274.01M14.6%
11–25$256.67M13.7%
Rest$1.13B60.5%
Top 3 weight
11.2%
Top 10 weight
25.8%
Voting Authority Distribution
Total shares with voting rights: 27.97M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
27.97M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole994
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings994
Rows:
ISHARES TR
SOLEShares832.17K
TypeSH
Market value$83.77M
4.48%
Sole
0.00
Shared
0.00
None
832.17K
APPLE INC
SOLEShares299.85K
TypeSH
Market value$76.10M
4.07%
Sole
0.00
Shared
0.00
None
299.85K
NVIDIA CORPORATION
SOLEShares282.23K
TypeSH
Market value$49.22M
2.63%
Sole
0.00
Shared
0.00
None
282.23K
PIMCO ETF TR
SOLEShares526.53K
TypeSH
Market value$48.59M
2.60%
Sole
0.00
Shared
0.00
None
526.53K
HARTFORD FDS EXCHANGE TRADED
SOLEShares1.42M
TypeSH
Market value$47.77M
2.55%
Sole
0.00
Shared
0.00
None
1.42M
ISHARES TR
SOLEShares433.62K
TypeSH
Market value$43.05M
2.30%
Sole
0.00
Shared
0.00
None
433.62K
MICROSOFT CORP
SOLEShares98.05K
TypeSH
Market value$36.29M
1.94%
Sole
0.00
Shared
0.00
None
98.05K
VANGUARD MALVERN FDS
SOLEShares466.88K
TypeSH
Market value$36.13M
1.93%
Sole
0.00
Shared
0.00
None
466.88K
VANGUARD BD INDEX FDS
SOLEShares476.89K
TypeSH
Market value$35.12M
1.88%
Sole
0.00
Shared
0.00
None
476.89K
ISHARES TR
SOLEShares647.54K
TypeSH
Market value$27.06M
1.45%
Sole
0.00
Shared
0.00
None
647.54K
ALPHABET INC
SOLEShares94.05K
TypeSH
Market value$27.04M
1.45%
Sole
0.00
Shared
0.00
None
94.05K
AMAZON COM INC
SOLEShares114.49K
TypeSH
Market value$23.84M
1.27%
Sole
0.00
Shared
0.00
None
114.49K
ISHARES INC
SOLEShares363.37K
TypeSH
Market value$21.96M
1.17%
Sole
0.00
Shared
0.00
None
363.37K
ISHARES GOLD TR
SOLEShares240.56K
TypeSH
Market value$21.21M
1.13%
Sole
0.00
Shared
0.00
None
240.56K
CAPITAL GRP FIXED INCM ETF T
SOLEShares919.62K
TypeSH
Market value$20.54M
1.10%
Sole
0.00
Shared
0.00
None
919.62K
BROADCOM INC
SOLEShares63.28K
TypeSH
Market value$19.59M
1.05%
Sole
0.00
Shared
0.00
None
63.28K
META PLATFORMS INC
SOLEShares28.53K
TypeSH
Market value$16.32M
0.87%
Sole
0.00
Shared
0.00
None
28.53K
VANGUARD INDEX FDS
SOLEShares47.95K
TypeSH
Market value$15.38M
0.82%
Sole
0.00
Shared
0.00
None
47.95K
ALPHABET INC
SOLEShares50.44K
TypeSH
Market value$14.47M
0.77%
Sole
0.00
Shared
0.00
None
50.44K
PIMCO EQUITY SER
SOLEShares561.69K
TypeSH
Market value$14.05M
0.75%
Sole
0.00
Shared
0.00
None
561.69K
JPMORGAN CHASE & CO
SOLEShares46.24K
TypeSH
Market value$13.60M
0.73%
Sole
0.00
Shared
0.00
None
46.24K
ISHARES INC
SOLEShares185.24K
TypeSH
Market value$12.92M
0.69%
Sole
0.00
Shared
0.00
None
185.24K
EXXON MOBIL CORP
SOLEShares72.98K
TypeSH
Market value$12.38M
0.66%
Sole
0.00
Shared
0.00
None
72.98K
ISHARES TR
SOLEShares18.84K
TypeSH
Market value$12.31M
0.66%
Sole
0.00
Shared
0.00
None
18.84K
ISHARES TR
SOLEShares146.25K
TypeSH
Market value$11.04M
0.59%
Sole
0.00
Shared
0.00
None
146.25K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | 0-3 MNTH TREASRY | 832.17K | SH | $83.77M 4.48% | 0.00 | 0.00 | 832.17K |
APPLE INCSOLE | COM | 299.85K | SH | $76.10M 4.07% | 0.00 | 0.00 | 299.85K |
NVIDIA CORPORATIONSOLE | COM | 282.23K | SH | $49.22M 2.63% | 0.00 | 0.00 | 282.23K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 526.53K | SH | $48.59M 2.60% | 0.00 | 0.00 | 526.53K |
HARTFORD FDS EXCHANGE TRADEDSOLE | TOTAL RTRN ETF | 1.42M | SH | $47.77M 2.55% | 0.00 | 0.00 | 1.42M |
ISHARES TRSOLE | CORE US AGGBD ET | 433.62K | SH | $43.05M 2.30% | 0.00 | 0.00 | 433.62K |
MICROSOFT CORPSOLE | COM | 98.05K | SH | $36.29M 1.94% | 0.00 | 0.00 | 98.05K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 466.88K | SH | $36.13M 1.93% | 0.00 | 0.00 | 466.88K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 476.89K | SH | $35.12M 1.88% | 0.00 | 0.00 | 476.89K |
ISHARES TRSOLE | INTERNATIONAL SL | 647.54K | SH | $27.06M 1.45% | 0.00 | 0.00 | 647.54K |
ALPHABET INCSOLE | CAP STK CL A | 94.05K | SH | $27.04M 1.45% | 0.00 | 0.00 | 94.05K |
AMAZON COM INCSOLE | COM | 114.49K | SH | $23.84M 1.27% | 0.00 | 0.00 | 114.49K |
ISHARES INCSOLE | EMNG MKTS EQT | 363.37K | SH | $21.96M 1.17% | 0.00 | 0.00 | 363.37K |
ISHARES GOLD TRSOLE | ISHARES NEW | 240.56K | SH | $21.21M 1.13% | 0.00 | 0.00 | 240.56K |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE PLUS INCM | 919.62K | SH | $20.54M 1.10% | 0.00 | 0.00 | 919.62K |
BROADCOM INCSOLE | COM | 63.28K | SH | $19.59M 1.05% | 0.00 | 0.00 | 63.28K |
META PLATFORMS INCSOLE | CL A | 28.53K | SH | $16.32M 0.87% | 0.00 | 0.00 | 28.53K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 47.95K | SH | $15.38M 0.82% | 0.00 | 0.00 | 47.95K |
ALPHABET INCSOLE | CAP STK CL C | 50.44K | SH | $14.47M 0.77% | 0.00 | 0.00 | 50.44K |
PIMCO EQUITY SERSOLE | RAFI DYN EMERG | 561.69K | SH | $14.05M 0.75% | 0.00 | 0.00 | 561.69K |
JPMORGAN CHASE & COSOLE | COM | 46.24K | SH | $13.60M 0.73% | 0.00 | 0.00 | 46.24K |
ISHARES INCSOLE | CORE MSCI EMKT | 185.24K | SH | $12.92M 0.69% | 0.00 | 0.00 | 185.24K |
EXXON MOBIL CORPSOLE | COM | 72.98K | SH | $12.38M 0.66% | 0.00 | 0.00 | 72.98K |
ISHARES TRSOLE | CORE S&P500 ETF | 18.84K | SH | $12.31M 0.66% | 0.00 | 0.00 | 18.84K |
ISHARES TRSOLE | US SML CAP EQT | 146.25K | SH | $11.04M 0.59% | 0.00 | 0.00 | 146.25K |
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