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 |
|---|---|---|---|---|---|---|---|
| TMUST-Mobile US, Inc. | Stock | 14,998 | $3.05M | 0.2% | – | – | History |
| JLLJones Lang Lasalle Inc | COM | 9,039 | $3.04M | 0.2% | – | – | History |
| MPWRMonolithic Power Systems, Inc. | COM | 3,314 | $3.01M | 0.2% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 4,790 | $3.00M | 0.2% | – | – | – |
| GDVGabelli Dividend & Income Trust | COM | 107,225 | $2.98M | 0.2% | – | – | History |
| STEWSRH Total Return Fund, Inc. | COM | 159,690 | $2.96M | 0.2% | – | – | History |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 32,792 | $2.95M | 0.2% | – | – | – |
| SPGSimon Property Group Inc. | REIT | 15,804 | $2.93M | 0.2% | – | – | History |
| ADTADT Inc. | COM | 348,522 | $2.83M | 0.2% | – | – | History |
| NVSNovartis AG | ADR | 20,505 | $2.83M | 0.2% | – | – | History |
| BACBank of America Corp | Stock | 51,334 | $2.82M | 0.2% | – | – | History |
| INTCIntel Corp | Stock | 76,013 | $2.80M | 0.2% | – | – | History |
| ABBVAbbVie Inc. | Stock | 11,882 | $2.72M | 0.2% | – | – | History |
| PCGPG&E Corp | Stock | 167,887 | $2.71M | 0.2% | – | – | History |
| PHMPultegroup Inc | COM | 22,904 | $2.69M | 0.2% | – | – | History |
| UGIUgi Corp | Stock | 71,074 | $2.69M | 0.2% | – | – | History |
| CNCCentene Corp | Stock | 64,624 | $2.66M | 0.2% | – | – | History |
| CTSHCognizant Technology Solutions Corp | CL A | 31,830 | $2.64M | 0.2% | – | – | History |
| CCitigroup Inc | Stock | 22,497 | $2.63M | 0.2% | – | – | History |
| COKECoca-Cola Consolidated, Inc. | COM | 17,124 | $2.63M | 0.2% | – | – | History |
| MUMicron Technology Inc | Stock | 9,131 | $2.61M | 0.2% | – | – | History |
| iShares Tr464287721 | U.S. TECH ETF | 12,896 | $2.58M | 0.2% | – | – | – |
| CETCentral Securities Corp | COM | 49,712 | $2.52M | 0.1% | – | – | History |
| NTAPNetApp, Inc. | Stock | 23,430 | $2.51M | 0.1% | – | – | History |
| FLEXFlex Ltd. | Stock | 41,417 | $2.50M | 0.1% | – | – | History |
| TEAMAtlassian Corp | CL A | 15,241 | $2.47M | 0.1% | – | – | History |
| EIXEdison International | Stock | 40,865 | $2.45M | 0.1% | – | – | History |
| EBAYeBay Inc | COM | 27,884 | $2.43M | 0.1% | – | – | History |
| MAMastercard Inc | Stock | 4,249 | $2.43M | 0.1% | – | – | History |
| SAPSAP SE | ADR | 9,786 | $2.38M | 0.1% | – | – | History |
| GAMGeneral American Investors Co Inc | COM | 40,404 | $2.37M | 0.1% | – | – | History |
| NWGNatWest Group plc | SPONS ADR | 135,374 | $2.37M | 0.1% | – | – | History |
| NFLXNetflix Inc | Stock | 24,948 | $2.34M | 0.1% | – | – | History |
| RJFRaymond James Financial Inc | COM | 14,487 | $2.33M | 0.1% | – | – | History |
| LDOSLeidos Holdings, Inc. | COM | 12,889 | $2.33M | 0.1% | – | – | History |
| PNCPNC Financial Services Group, Inc. | Stock | 11,017 | $2.30M | 0.1% | – | – | History |
| GGenpact LTD | SHS | 48,565 | $2.27M | 0.1% | – | – | History |
| WMBWilliams Companies, Inc. | COM | 37,756 | $2.27M | 0.1% | – | – | History |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 173,050 | $2.23M | 0.1% | – | – | History |
| RSReliance, Inc. | COM | 7,713 | $2.23M | 0.1% | – | – | History |
| CVXChevron Corp | Stock | 14,450 | $2.20M | 0.1% | – | – | History |
| FDXFedEx Corp | Stock | 7,532 | $2.19M | 0.1% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 22,039 | $2.19M | 0.1% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 2,486 | $2.19M | 0.1% | – | – | History |
| EMEEMCOR Group, Inc. | Stock | 3,531 | $2.16M | 0.1% | – | – | History |
| ASMLASML Holding NV | ADR | 2,019 | $2.16M | 0.1% | – | – | History |
| TTMITTM Technologies Inc | COM | 31,138 | $2.15M | 0.1% | – | – | History |
| ANETArista Networks, Inc. | Stock | 16,346 | $2.14M | 0.1% | – | – | History |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 64,450 | $2.12M | 0.1% | – | – | – |
| JBHTHunt J B Transport Services Inc | COM | 10,865 | $2.11M | 0.1% | – | – | History |
| NVSTEnvista Holdings Corp | COM | 96,957 | $2.10M | 0.1% | – | – | History |
| MEDPMedpace Holdings, Inc. | COM | 3,725 | $2.09M | 0.1% | – | – | History |
| TJXTJX Companies Inc | Stock | 13,405 | $2.06M | 0.1% | – | – | History |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 63,200 | $2.06M | 0.1% | – | – | – |
| VVisa Inc. | Stock | 5,846 | $2.05M | 0.1% | – | – | History |
| TPRTapestry, Inc. | COM | 15,929 | $2.04M | 0.1% | – | – | History |
| NIEVirtus Equity & Convertible Income Fund | COM | 79,712 | $2.03M | 0.1% | – | – | History |
| TYTRI-CONTINENTAL Corp | COM | 61,594 | $2.01M | 0.1% | – | – | History |
| AODabrdn Total Dynamic Dividend Fund | COM SH BEN INT | 204,002 | $2.01M | 0.1% | – | – | History |
| EXPEExpedia Group, Inc. | Stock | 7,088 | $2.01M | 0.1% | – | – | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 4,153 | $2.00M | 0.1% | – | – | History |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 125,844 | $2.00M | 0.1% | – | – | History |
| FIXComfort Systems USA Inc | COM | 2,135 | $1.99M | 0.1% | – | – | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 10,374 | $1.99M | 0.1% | – | – | – |
| MLIMueller Industries Inc | COM | 17,192 | $1.97M | 0.1% | – | – | History |
| MSMorgan Stanley | Stock | 11,053 | $1.96M | 0.1% | – | – | History |
| HDHome Depot, Inc. | Stock | 5,618 | $1.93M | 0.1% | – | – | History |
| ADXAdams Diversified Equity Fund, Inc. | COM | 82,802 | $1.93M | 0.1% | – | – | History |
| EXELExelixis, Inc. | COM | 44,052 | $1.93M | 0.1% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 5,728 | $1.93M | 0.1% | – | – | History |
| GSKGSK plc | ADR | 38,802 | $1.92M | 0.1% | – | – | History |
| TYGTortoise Energy Infrastructure Corp | COM | 45,988 | $1.88M | 0.1% | – | – | History |
| ZMZoom Communications, Inc. | Stock | 21,507 | $1.86M | 0.1% | – | – | History |
| MTArcelorMittal | NY REGISTRY SH | 40,626 | $1.85M | 0.1% | – | – | History |
| RTXRTX Corp | Stock | 10,076 | $1.85M | 0.1% | – | – | History |
| ABNBAirbnb, Inc. | Stock | 13,549 | $1.84M | 0.1% | – | – | History |
| Morgan Stanley ETF Trust61774R106 | CALVE INDEX ETF | 25,634 | $1.83M | 0.1% | – | – | – |
| ASGIabrdn Global Infrastructure Income Fund | COM SHS BEN INT | 80,669 | $1.82M | 0.1% | – | – | History |
| ACNAccenture plc | Stock | 6,768 | $1.82M | 0.1% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 8,466 | $1.81M | 0.1% | – | – | History |
| SNOWSnowflake Inc. | Stock | 8,186 | $1.80M | 0.1% | – | – | History |
| RVTRoyce Small-Cap Trust, Inc. | COM | 111,350 | $1.79M | 0.1% | – | – | History |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 38,162 | $1.79M | 0.1% | – | – | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 31,045 | $1.78M | 0.1% | – | – | – |
| DISWalt Disney Co | Stock | 15,506 | $1.78M | 0.1% | – | – | History |
| INCYIncyte Corp | COM | 17,747 | $1.75M | 0.1% | – | – | History |
| ILMNIllumina, Inc. | COM | 13,233 | $1.74M | 0.1% | – | – | History |
| MMM3M Co | Stock | 10,819 | $1.73M | 0.1% | – | – | History |
| GRXGabelli Healthcare & WellnessRx Trust | SHS | 178,787 | $1.72M | 0.1% | – | – | History |
| HUTHut 8 Corp. | COM | 37,105 | $1.70M | 0.1% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 9,232 | $1.70M | 0.1% | – | – | History |
| TBLDThornburg Income Builder Opportunities Trust | COM | 83,818 | $1.69M | 0.1% | – | – | History |
| BKNGBooking Holdings Inc. | Stock | 316 | $1.69M | 0.1% | – | – | History |
| PGProcter & Gamble Co | Stock | 11,773 | $1.69M | 0.1% | – | – | History |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 21,186 | $1.67M | 0.1% | – | – | History |
| Morgan Stanley ETF Trust61774R205 | CALVERT US LARCP | 19,343 | $1.63M | 0.1% | – | – | – |
| THCTenet Healthcare Corp | COM NEW | 8,092 | $1.61M | 0.1% | – | – | History |
| SHELShell plc | ADR | 21,831 | $1.60M | 0.1% | – | – | History |
| VRSNVerisign Inc | COM | 6,592 | $1.60M | 0.1% | – | – | History |
| NBXGNeuberger Next Generation Connectivity Fund Inc. | COMMON STOCK | 110,625 | $1.60M | 0.1% | – | – | History |