13F Insight
DOSSIER · 13F-HR · Q3 2026

EVOLVE PRIVATE WEALTH, LLC

$2.1B in tracked AUM across 863 positions as of Q3 2026.

EP
CIK 0002111131 · last filed Sep 30, 2026
Total AUM
$2.1B
as of Q3 2026
Holdings
863
−140 QoQ
positions
Whale Score
52
52
tracked
Activity
1194
+194 new, −334 sold
changes this Q
AI Analysis · Q3 2026

EVOLVE PRIVATE WEALTH, LLC filed its latest 13F-HR for Q3 2026. 1194 position changes this quarter — 194 new, 334 exited, 493 added, 173 trimmed.

Quarter at a glance — Q3 2026

1194 material changes this filing.

ADD
SGOVISHARES TR
+941K sh
+$95M
4.8%
ADD
AAPLAPPLE INC
+156K sh
+$59M
5.0%
ADD
MSFTMICROSOFT CORP
+31K sh
+$26M
2.6%
ADD
NVDANVIDIA CORPORATION
+60K sh
+$21M
3.3%
ADD
AMZNAMAZON COM INC
+67K sh
+$18M
1.6%
NEW
XOMEXXONMOBIL HOLDINGS CORP
+76K sh
+$12M
0.6%
NEW
SPCXSPACE EXPLORATION TECHN CORP
+73K sh
+$11M
0.5%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$105M315K5.0%02
SGOV
ISHARES TR
$101M999K4.8%03
NVDA
NVIDIA CORPORATION
$70M306K3.3%04
HTRB
HARTFORD FDS EXCHANGE TRADED
$56M1.7M2.6%05
BOND
PIMCO ETF TR
$55M635K2.6%06
MSFT
MICROSOFT CORP
$54M105K2.6%07
AGG
ISHARES TR
$47M494K2.2%08
VCRB
VANGUARD MALVERN FDS
$42M569K2.0%09
BND
VANGUARD BD INDEX FDS
$37M529K1.8%10
EMGF
ISHARES INC
$35M489K1.7%

Filing history

2026Q3Sep 30
$2.1B▲ 28.8%
863 positionsView →2026Q2Jun 30
$1.6B▼ 12.6%
1,003 positionsView →2026Q1Mar 31
$1.9B▲ 10.9%
994 positionsView →2025Q4Dec 31
$1.7B—
924 positionsView →