DOSSIER · 13F-HR · Q1 2026

EVOLVE PRIVATE WEALTH, LLC

$1.9B in tracked AUM across 994 positions as of Q1 2026.

EP
CIK 0002111131 · last filed Mar 31, 2026
Total AUM
$1.9B
as of Q1 2026
Holdings
994
positions
Whale Score
46
46
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

EVOLVE PRIVATE WEALTH, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SGOV
ISHARES TR
$84M832K4.5%
02
AAPL
APPLE INC
$76M300K4.1%
03
NVDA
NVIDIA CORPORATION
$49M282K2.6%
04
BOND
PIMCO ETF TR
$49M527K2.6%
05
HTRB
HARTFORD FDS EXCHANGE TRADED
$48M1.4M2.6%
06
AGG
ISHARES TR
$43M434K2.3%
07
MSFT
MICROSOFT CORP
$36M98K1.9%
08
VCRB
VANGUARD MALVERN FDS
$36M467K1.9%
09
BND
VANGUARD BD INDEX FDS
$35M477K1.9%
10
ISCF
ISHARES TR
$27M648K1.4%

Filing history

2026Q1Mar 31
$1.9B 10.9%
994 positionsView →
2025Q4Dec 31
$1.7B
924 positionsView →