§ 13F · FUND PROFILE
EVOLVE PRIVATE WEALTH, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 924Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1687.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 271K | $73.6T | 4.4% | NEW |
| 2 | SGOV | ISHARES TR | 655K | $65.7T | 3.9% | NEW |
| 3 | NVDA | NVIDIA CORPORATION | 250K | $46.7T | 2.8% | NEW |
| 4 | AGG | ISHARES TR | 442K | $44.2T | 2.6% | NEW |
| 5 | HTRB | HARTFORD FDS EXCHANGE TRADED | 1.27M | $43.7T | 2.6% | NEW |
| 6 | BOND | PIMCO ETF TR | 467K | $43.6T | 2.6% | NEW |
| 7 | BND | VANGUARD BD INDEX FDS | 577K | $42.8T | 2.5% | NEW |
| 8 | MSFT | MICROSOFT CORP | 78K | $37.7T | 2.2% | NEW |
| 9 | GOOGL | ALPHABET INC | 90K | $28.1T | 1.7% | NEW |
| 10 | ISCF | ISHARES TR | 617K | $25.6T | 1.5% | NEW |
§ 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
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed