§ 13F · FUND PROFILE
EVOLVE PRIVATE WEALTH, LLC.
AUM · $1.6B (13F)Positions · 1003Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$103M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | HTRB | HARTFORD FDS EXCHANGE TRADED | 1.51M | $51M | 3.1% | +7% |
| 2 | BOND | PIMCO ETF TR | 553K | $51M | 3.1% | +5% |
| 3 | NVDA | NVIDIA CORPORATION | 246K | $49M | 3.0% | −13% |
| 4 | AAPL | APPLE INC | 159K | $46M | 2.8% | −47% |
| 5 | AGG | ISHARES TR | 445K | $44M | 2.7% | +3% |
| 6 | VCRB | VANGUARD MALVERN FDS | 500K | $39M | 2.4% | +7% |
| 7 | BND | VANGUARD BD INDEX FDS | 454K | $33M | 2.0% | −5% |
| 8 | GOOGL | ALPHABET INC | 84K | $30M | 1.8% | −11% |
| 9 | ISCF | ISHARES TR | 688K | $30M | 1.8% | +6% |
| 10 | MSFT | MICROSOFT CORP | 74K | $28M | 1.7% | −24% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EVOLVE SIGNAL
AC read
EVOLVE PRIVATE WEALTH, LLC is a Other fund managing $1.6 billion in assets. The fund runs a massive portfolio of 1,003 positions.
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