§ 13F · FUND PROFILE
EVOLVE PRIVATE WEALTH, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 994Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$132M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | 832K | $84M | 4.5% | +27% |
| 2 | AAPL | APPLE INC | 300K | $76M | 4.1% | +11% |
| 3 | NVDA | NVIDIA CORPORATION | 282K | $49M | 2.6% | +13% |
| 4 | BOND | PIMCO ETF TR | 527K | $49M | 2.6% | +13% |
| 5 | HTRB | HARTFORD FDS EXCHANGE TRADED | 1.42M | $48M | 2.6% | +12% |
| 6 | AGG | ISHARES TR | 434K | $43M | 2.3% | −2% |
| 7 | MSFT | MICROSOFT CORP | 98K | $36M | 1.9% | +26% |
| 8 | VCRB | VANGUARD MALVERN FDS | 467K | $36M | 1.9% | NEW |
| 9 | BND | VANGUARD BD INDEX FDS | 477K | $35M | 1.9% | −17% |
| 10 | ISCF | ISHARES TR | 648K | $27M | 1.4% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EVOLVE SIGNAL
AC read
EVOLVE PRIVATE WEALTH, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed