Evolve Private Wealth, LLC
All holdings · as of Dec 31, 2025
| 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% |
| Warren E. Buffett | $9.43M | 0.6% |
| VANGUARD INDEX FDS | $9.38M | 0.6% |
| INTERNATIONAL BUSINESS MACHINES CORP | $8.90M | 0.5% |
| JOHNSON & JOHNSON | $8.46M | 0.5% |
| ISHARES TR | $8.42M | 0.5% |
| EXXON MOBIL CORP | $8.08M | 0.5% |
| COSTCO WHOLESALE CORP /NEW | $7.97M | 0.5% |
| AMERICAN EXPRESS CO | $7.28M | 0.4% |
| LAM RESEARCH CORP | $7.12M | 0.4% |
| CAPITAL GROUP GROWTH ETF | $6.98M | 0.4% |
| KLA CORP | $6.86M | 0.4% |
| COCA COLA CO | $6.84M | 0.4% |
| United Therapeutics Corp | $6.83M | 0.4% |
| Synchrony Financial | $6.68M | 0.4% |
| JABIL INC | $6.66M | 0.4% |
| CATERPILLAR INC | $6.54M | 0.4% |
| Merck & Co., Inc. | $6.37M | 0.4% |
| SPDR SERIES TRUST | $6.31M | 0.4% |
| CISCO SYSTEMS, INC. | $6.29M | 0.4% |
| GUESS INC | $6.06M | 0.4% |
| SCHWAB STRATEGIC TR | $6.05M | 0.4% |
| 2023 ETF SERIES TRUST | $6.01M | 0.4% |
| ELI LILLY & Co | $5.87M | 0.3% |
| SPDR S&P 500 ETF TR | $5.74M | 0.3% |
| Vistra Corp. | $5.71M | 0.3% |