Institutions / Evolve Private Wealth, LLC
Evolve Private Wealth, LLC
CIK 2111131 · Institution · as of Dec 31, 2025
Portfolio value
$1.69B
Positions
924
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 924 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $73.56M | 4.4% |
| iShares Tr | $65.73M | 3.9% |
| NVIDIA Corp | $46.66M | 2.8% |
| iShares Tr | $44.17M | 2.6% |
| Hartford Fds Exchange Traded | $43.66M | 2.6% |
| PIMCO ETF Tr | $43.61M | 2.6% |
| Vanguard Bd Index Fds | $42.77M | 2.5% |
| Microsoft Corp | $37.70M | 2.2% |
| Alphabet Inc. | $28.09M | 1.7% |
| iShares Tr | $25.57M | 1.5% |
| Amazon.com Inc | $23.72M | 1.4% |
| iShares Gold Tr | $21.13M | 1.3% |
| iShares Inc | $20.21M | 1.2% |
| Broadcom Inc. | $20.10M | 1.2% |
| Capital Grp Fixed Incm ETF T | $17.24M | 1.0% |
| Meta Platforms Inc | $17.07M | 1.0% |
| Tesla Inc | $16.89M | 1.0% |
| JPMorgan Chase & Co | $15.96M | 0.9% |
| Alphabet Inc. | $13.30M | 0.8% |
| General Motors Co | $13.03M | 0.8% |
| PIMCO Equity Ser | $12.76M | 0.8% |
| iShares Tr | $11.16M | 0.7% |
| Capital One Financial Corp | $10.58M | 0.6% |
| iShares Inc | $10.03M | 0.6% |
| Walmart Inc. | $9.83M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.