DOSSIER · 13F-HR · Q2 2026

EVOLVE PRIVATE WEALTH, LLC

$1.6B in tracked AUM across 1,003 positions as of Q2 2026.

EP
CIK 0002111131 · last filed Jun 30, 2026
Total AUM
$1.6B
as of Q2 2026
Holdings
1,003
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

EVOLVE PRIVATE WEALTH, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
HTRB
HARTFORD FDS EXCHANGE TRADED
$51M1.5M3.1%
02
BOND
PIMCO ETF TR
$51M553K3.1%
03
NVDA
NVIDIA CORPORATION
$49M246K3.0%
04
AAPL
APPLE INC
$46M159K2.8%
05
AGG
ISHARES TR
$44M445K2.7%
06
VCRB
VANGUARD MALVERN FDS
$39M500K2.4%
07
BND
VANGUARD BD INDEX FDS
$33M454K2.0%
08
GOOGL
ALPHABET INC
$30M84K1.8%
09
ISCF
ISHARES TR
$30M688K1.8%
10
MSFT
MICROSOFT CORP
$28M74K1.7%

Filing history

2026Q2Jun 30
$1.6B▼ 12.6%
1,003 positionsView →
2026Q1Mar 31
$1.9B▲ 10.9%
994 positionsView →
2025Q4Dec 31
$1.7B—
924 positionsView →