Institutional Fund
Evolve Private Wealth, LLC
Los Angeles, CACIK 21111312 filings on record
Portfolio Value
$1.87B
Q1 2026
Holdings
994
Reported positions
New Buys
147
Opened this quarter
QoQ Change
+10.9%
from $1.69B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr4.5%
- Apple Inc4.1%
- Nvidia Corporation2.6%
- Pimco ETF Tr2.6%
- Hartford Fds Exchange Traded2.6%
- Ishares Tr2.3%
- Other81.4%
Portfolio Holdings
994 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 832.2K | $83.77M | 4.5% | +177.3K | Added |
| 2 | Apple Inc | 299.8K | $76.10M | 4.1% | +29.3K | Added |
| 3 | Nvidia Corporation | 282.2K | $49.22M | 2.6% | +32.0K | Added |
| 4 | Pimco ETF Tr | 526.5K | $48.59M | 2.6% | +60.0K | Added |
| 5 | Hartford Fds Exchange Traded | 1.42M | $47.77M | 2.6% | +146.6K | Added |
| 6 | Ishares Tr | 433.6K | $43.05M | 2.3% | −8.6K | Reduced |
| 7 | Microsoft Corp | 98.0K | $36.29M | 1.9% | +20.1K | Added |
| 8 | Vanguard Malvern Fds | 466.9K | $36.13M | 1.9% | +466.9K | New |
| 9 | Vanguard Bd Index Fds | 476.9K | $35.12M | 1.9% | −100.6K | Reduced |
| 10 | Ishares Tr | 647.5K | $27.06M | 1.4% | +31.0K | Added |
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