Evolve Private Wealth, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.87B
Q ending 2026-03-31
Prior quarter
$1.69B
Q ending 2025-12-31
Change
+10.9% QoQ
Positions
994
reported holdings
Largest positions
Top 100 of 994 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | SGOV | Shares | $83.8M | 832K |
| Apple Inc | AAPL | Shares | $76.1M | 300K |
| Nvidia Corporation | NVDA | Shares | $49.2M | 282K |
| Pimco Etf Tr | BOND | Shares | $48.6M | 527K |
| Hartford Fds Exchange Traded | HTRB | Shares | $47.8M | 1.4M |
| Ishares Tr | AGG | Shares | $43.0M | 434K |
| Microsoft Corp | MSFT | Shares | $36.3M | 98K |
| Vanguard Malvern Fds | VCRB | Shares | $36.1M | 467K |
| Vanguard Bd Index Fds | BND | Shares | $35.1M | 477K |
| Ishares Tr | ISCF | Shares | $27.1M | 648K |
| Alphabet Inc | GOOGL | Shares | $27.0M | 94K |
| Amazon Com Inc | AMZN | Shares | $23.8M | 114K |
| Ishares Inc | EMGF | Shares | $22.0M | 363K |
| Ishares Gold Tr | IAU | Shares | $21.2M | 241K |
| Capital Grp Fixed Incm Etf T | CGCP | Shares | $20.5M | 920K |
| Broadcom Inc | AVGO | Shares | $19.6M | 63K |
| Meta Platforms Inc | META | Shares | $16.3M | 29K |
| Vanguard Index Fds | VTI | Shares | $15.4M | 48K |
| Alphabet Inc | GOOG | Shares | $14.5M | 50K |
| Pimco Equity Ser | MFEM | Shares | $14.1M | 562K |
| Jpmorgan Chase & Co | JPM | Shares | $13.6M | 46K |
| Ishares Inc | IEMG | Shares | $12.9M | 185K |
| Exxon Mobil Corp | XOM | Shares | $12.4M | 73K |
| Ishares Tr | IVV | Shares | $12.3M | 19K |
| Ishares Tr | SMLF | Shares | $11.0M | 146K |
| General Mtrs Co | GM | Shares | $10.7M | 144K |
| Johnson & Johnson | JNJ | Shares | $10.6M | 43K |
| Tesla Inc | TSLA | Shares | $10.4M | 28K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $10.1M | 21K |
| Walmart Inc | WMT | Shares | $9.7M | 78K |
| Lam Research Corp | LRCX | Shares | $8.5M | 40K |
| Ab Active Etfs Inc | TAFI | Shares | $8.0M | 316K |
| Ishares Tr | LRGF | Shares | $7.9M | 120K |
| Merck & Co Inc | MRK | Shares | $7.7M | 64K |
| United Therapeutics Corp Del | UTHR | Shares | $7.7M | 13K |
| International Business Machs | IBM | Shares | $7.6M | 31K |
| Eli Lilly & Co | LLY | Shares | $7.3M | 8K |
| Vanguard Malvern Fds | VPLS | Shares | $7.2M | 93K |
| Costco Wholesale Corporation | COST | Shares | $7.2M | 7K |
| Kla Corp | KLAC | Shares | $7.1M | 5K |
| Schwab Strategic Tr | SCHP | Shares | $6.8M | 256K |
| Cisco Sys Inc | CSCO | Shares | $6.8M | 87K |
| Capital One Finl Corp | COF | Shares | $6.7M | 37K |
| Jabil Inc | JBL | Shares | $6.6M | 25K |
| Spdr Series Trust | SPSM | Shares | $6.4M | 132K |
| Vanguard Index Fds | VUG | Shares | $6.4M | 15K |
| Bristol-Myers Squibb Co | BMY | Shares | $6.3M | 104K |
| American Express Co | AXP | Shares | $6.2M | 21K |
| Capital Group Growth Etf | CGGR | Shares | $6.2M | 154K |
| 2023 Etf Series Trust | BINV | Shares | $6.0M | 146K |
| Enterprise Prods Partners L | EPD | Shares | $5.8M | 154K |
| Valero Energy Corp | VLO | Shares | $5.8M | 24K |
| Vanguard World Fd | VGT | Shares | $5.8M | 8K |
| Caterpillar Inc | CAT | Shares | $5.8M | 8K |
| Synchrony Financial | SYF | Shares | $5.5M | 81K |
| Micron Technology Inc | MU | Shares | $5.5M | 16K |
| Allison Transmission Hldgs I | ALSN | Shares | $5.4M | 46K |
| Chevron Corporation | CVX | Shares | $5.3M | 26K |
| Vistra Corp | VST | Shares | $5.3M | 35K |
| Vanguard Whitehall Fds | VYM | Shares | $5.1M | 35K |
| Vanguard Index Fds | VOO | Shares | $5.1M | 9K |
| Schwab Charles Corp | SCHW | Shares | $5.1M | 54K |
| Axis Cap Hldgs Ltd | Shares | $4.8M | 47K | |
| Delta Air Lines Inc | DAL | Shares | $4.8M | 72K |
| Expedia Group Inc | EXPE | Shares | $4.6M | 20K |
| Stifel Finl Corp | SF | Shares | $4.6M | 62K |
| Altria Group Inc | MO | Shares | $4.5M | 68K |
| Hewlett Packard Enterprise C | HPE | Shares | $4.4M | 187K |
| Toll Brothers Inc | TOL | Shares | $4.4M | 33K |
| Verizon Communications Inc | VZ | Shares | $4.4M | 87K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $4.3M | 7K |
| Vanguard World Fd | MGK | Shares | $4.3M | 12K |
| Ishares Tr | INTF | Shares | $4.3M | 110K |
| D R Horton Inc | DHI | Shares | $4.2M | 31K |
| Pimco Equity Ser | MFDX | Shares | $4.2M | 104K |
| Old Rep Intl Corp | ORI | Shares | $4.1M | 104K |
| Snap On Inc | SNA | Shares | $4.1M | 11K |
| Cvs Health Corp | CVS | Shares | $4.1M | 57K |
| Invesco Qqq Tr | QQQ | Shares | $4.0M | 7K |
| Oracle Corp | ORCL | Shares | $4.0M | 27K |
| Wisdomtree Tr | USMF | Shares | $3.9M | 80K |
| Gilead Sciences Inc | GILD | Shares | $3.9M | 28K |
| Kroger Co | KR | Shares | $3.9M | 53K |
| Capital Group Intl Focus Eqt | CGXU | Shares | $3.9M | 131K |
| Howmet Aerospace Inc | HWM | Shares | $3.8M | 17K |
| Autonation Inc | AN | Shares | $3.7M | 19K |
| Spdr Series Trust | BIL | Shares | $3.7M | 40K |
| Expeditors Intl Wash Inc | EXPD | Shares | $3.7M | 26K |
| Monolithic Pwr Sys Inc | MPWR | Shares | $3.7M | 3K |
| Palantir Technologies Inc | PLTR | Shares | $3.6M | 25K |
| Hca Healthcare Inc | HCA | Shares | $3.6M | 8K |
| United Airls Hldgs Inc | UAL | Shares | $3.6M | 39K |
| Novartis Ag | NVS | Shares | $3.4M | 23K |
| Pepsico Inc | PEP | Shares | $3.4M | 22K |
| Williams Sonoma Inc | WSM | Shares | $3.4M | 19K |
| Qualcomm Inc | QCOM | Shares | $3.4M | 26K |
| Chubb Ltd Switz | Shares | $3.4M | 10K | |
| Ugi Corp New | UGI | Shares | $3.3M | 92K |
| Ge Aerospace | GE | Shares | $3.3M | 12K |
| Salesforce Inc | CRM | Shares | $3.3M | 17K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.