Evolve Private Wealth, LLC
- SEC CIK
- 0002111131
- Latest filing
- Aug 12, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only.
- Positions
- 924
- No filing for Q3 2025
- Portfolio value
- $1.69B
- No filing for Q3 2025
Evolve Private Wealth, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 270,573 | $73.6M | 4.4% | – | – | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 654,830 | $65.7M | 3.9% | – | – | – |
| NVDANVIDIA Corp | Stock | 250,212 | $46.7M | 2.8% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 442,250 | $44.2M | 2.6% | – | – | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 1,269,349 | $43.7M | 2.6% | – | – | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 466,565 | $43.6M | 2.6% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 577,473 | $42.8M | 2.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 77,948 | $37.7M | 2.2% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 89,759 | $28.1M | 1.7% | – | – | History |
| iShares Tr46434V266 | INTERNATIONAL SL | 616,511 | $25.6M | 1.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 102,764 | $23.7M | 1.4% | – | – | History |
| IAUiShares Gold Trust | ETF | 260,335 | $21.1M | 1.3% | – | – | History |
| iShares Inc46434G889 | EMNG MKTS EQT | 349,393 | $20.2M | 1.2% | – | – | – |
| AVGOBroadcom Inc. | Stock | 58,069 | $20.1M | 1.2% | – | – | History |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 761,301 | $17.2M | 1.0% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 25,855 | $17.1M | 1.0% | – | – | History |
| TSLATesla, Inc. | Stock | 37,552 | $16.9M | 1.0% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 49,545 | $16.0M | 0.9% | – | – | History |
| GOOGAlphabet Inc. | Stock | 42,385 | $13.3M | 0.8% | – | – | History |
| GMGeneral Motors Co | COM | 160,195 | $13.0M | 0.8% | – | – | History |
| PIMCO Equity Ser72202L389 | RAFI DYN EMERG | 550,070 | $12.8M | 0.8% | – | – | – |
| iShares Tr46434V290 | US SML CAP EQT | 149,061 | $11.2M | 0.7% | – | – | – |
| COFCapital One Financial Corp | Stock | 43,646 | $10.6M | 0.6% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 149,285 | $10.0M | 0.6% | – | – | – |
| WMTWalmart Inc. | Stock | 88,221 | $9.83M | 0.6% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 18,752 | $9.43M | 0.6% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 27,965 | $9.38M | 0.6% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 30,038 | $8.90M | 0.5% | – | – | History |
| JNJJohnson & Johnson | Stock | 40,890 | $8.46M | 0.5% | – | – | History |
| iShares Tr46434V282 | U S EQUITY FACTR | 121,259 | $8.42M | 0.5% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 67,149 | $8.08M | 0.5% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 9,240 | $7.97M | 0.5% | – | – | History |
| AXPAmerican Express Co | Stock | 19,667 | $7.28M | 0.4% | – | – | History |
| LRCXLam Research Corp | Stock | 41,550 | $7.12M | 0.4% | – | – | History |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 156,938 | $6.98M | 0.4% | – | – | – |
| KLACKLA Corp | COM NEW | 5,649 | $6.86M | 0.4% | – | – | History |
| KOCoca Cola Co | Stock | 97,820 | $6.84M | 0.4% | – | – | History |
| UTHRUnited Therapeutics Corp | COM | 14,020 | $6.83M | 0.4% | – | – | History |
| SYFSynchrony Financial | COM | 80,034 | $6.68M | 0.4% | – | – | History |
| JBLJabil Inc | Stock | 29,208 | $6.66M | 0.4% | – | – | History |
| CATCaterpillar Inc | Stock | 11,415 | $6.54M | 0.4% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 60,015 | $6.37M | 0.4% | – | – | History |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 134,631 | $6.31M | 0.4% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 81,676 | $6.29M | 0.4% | – | – | History |
| GESGuess Inc | COM | 362,018 | $6.06M | 0.4% | – | – | History |
| Schwab US Tips ETF808524870 | ETF | 228,456 | $6.05M | 0.4% | – | – | – |
| 2023 ETF Series Trust900934209 | BRANDES INTL ETF | 149,665 | $6.01M | 0.4% | – | – | – |
| LLYEli Lilly & Co | Stock | 5,464 | $5.87M | 0.3% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,400 | $5.74M | 0.3% | – | – | History |
| VSTVistra Corp. | Stock | 35,417 | $5.71M | 0.3% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 102,238 | $5.51M | 0.3% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,826 | $5.42M | 0.3% | – | – | – |
| ABTAbbott Laboratories | Stock | 42,280 | $5.30M | 0.3% | – | – | History |
| SFStifel Financial Corp | COM | 42,180 | $5.28M | 0.3% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 52,153 | $5.21M | 0.3% | – | – | History |
| AXSAxis Capital Holdings Ltd | SHS | 48,278 | $5.19M | 0.3% | – | – | History |
| CRMSalesforce, Inc. | Stock | 18,786 | $4.98M | 0.3% | – | – | History |
| ORIOld Republic International Corp | COM | 108,844 | $4.97M | 0.3% | – | – | History |
| Vanguard Information Technology ETF92204A702 | ETF | 6,551 | $4.94M | 0.3% | – | – | – |
| DALDelta Air Lines, Inc. | COM NEW | 70,822 | $4.92M | 0.3% | – | – | History |
| QCOMQualcomm Inc | Stock | 28,089 | $4.80M | 0.3% | – | – | History |
| DHIHorton D R Inc | COM | 32,427 | $4.67M | 0.3% | – | – | History |
| ALSNAllison Transmission Holdings Inc | Stock | 46,717 | $4.57M | 0.3% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 6,601 | $4.52M | 0.3% | – | – | – |
| TOLToll Brothers, Inc. | COM | 33,260 | $4.50M | 0.3% | – | – | History |
| UALUnited Airlines Holdings, Inc. | COM | 38,525 | $4.31M | 0.3% | – | – | History |
| ORCLOracle Corp | Stock | 21,880 | $4.26M | 0.3% | – | – | History |
| iShares Tr46434V274 | INTL EQTY FACTOR | 112,643 | $4.25M | 0.3% | – | – | – |
| CVSCVS Health Corp | Stock | 53,142 | $4.22M | 0.2% | – | – | History |
| PIMCO Equity Ser72202L371 | RAFI DYN MULTI | 107,324 | $4.16M | 0.2% | – | – | – |
| HPEHewlett Packard Enterprise Co | COM | 171,474 | $4.14M | 0.2% | – | – | History |
| ANAutonation, Inc. | COM | 19,743 | $4.08M | 0.2% | – | – | History |
| AYIAcuity Inc. (DE) | Stock | 11,307 | $4.07M | 0.2% | – | – | History |
| WisdomTree Tr97717Y857 | US MULTIFACTOR | 79,306 | $4.07M | 0.2% | – | – | – |
| PEPPepsiCo Inc | Stock | 27,847 | $4.04M | 0.2% | – | – | History |
| MOAltria Group, Inc. | Stock | 68,029 | $3.99M | 0.2% | – | – | History |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 133,298 | $3.94M | 0.2% | – | – | – |
| SNASnap-on Inc | COM | 11,424 | $3.94M | 0.2% | – | – | History |
| FOXFox Corp | CL B COM | 57,729 | $3.75M | 0.2% | – | – | History |
| PLTRPalantir Technologies Inc. | Stock | 20,601 | $3.66M | 0.2% | – | – | History |
| HCAHCA Healthcare, Inc. | COM | 7,821 | $3.65M | 0.2% | – | – | History |
| VZVerizon Communications Inc | Stock | 87,530 | $3.57M | 0.2% | – | – | History |
| BCSBarclays PLC | ADR | 138,559 | $3.53M | 0.2% | – | – | History |
| NRGNRG Energy, Inc. | Stock | 21,852 | $3.48M | 0.2% | – | – | History |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 187,861 | $3.42M | 0.2% | – | – | – |
| CBChubb Ltd | Stock | 10,886 | $3.41M | 0.2% | – | – | History |
| KRKroger Co | Stock | 54,412 | $3.40M | 0.2% | – | – | History |
| WSMWilliams Sonoma Inc | COM | 19,035 | $3.40M | 0.2% | – | – | History |
| BYDBoyd Gaming Corp | COM | 39,534 | $3.38M | 0.2% | – | – | History |
| HWMHowmet Aerospace Inc. | Stock | 16,346 | $3.35M | 0.2% | – | – | History |
| MTGMgic Investment Corp | COM | 113,707 | $3.32M | 0.2% | – | – | History |
| CORCencora, Inc. | Stock | 9,819 | $3.32M | 0.2% | – | – | History |
| ACGLArch Capital Group Ltd. | Stock | 33,834 | $3.25M | 0.2% | – | – | History |
| GEGeneral Electric Co | Stock | 10,482 | $3.23M | 0.2% | – | – | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 35,304 | $3.23M | 0.2% | – | – | – |
| METMetlife Inc | Stock | 40,298 | $3.18M | 0.2% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 10,421 | $3.17M | 0.2% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 9,603 | $3.17M | 0.2% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 22,046 | $3.16M | 0.2% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 25,666 | $3.15M | 0.2% | – | – | History |