Evolve Private Wealth, LLC Top Holdings and 13F Report (2026) About Evolve Private Wealth, LLCInvestment ActivityEvolve Private Wealth, LLC has $1.87 billion in total holdings as of March 31, 2026.Evolve Private Wealth, LLC owns shares of 994 different stocks, but just 265 companies or ETFs make up 80% of its holdings.Approximately 17.61% of the portfolio was purchased this quarter.About 6.27% of the portfolio was sold this quarter.This quarter, Evolve Private Wealth, LLC has purchased 924 new stocks and bought additional shares in 504 stocks.Evolve Private Wealth, LLC sold shares of 317 stocks and completely divested from 77 stocks this quarter.Largest Holdings iShares 0-3 Month Treasury Bond ETF $83,766,765Apple $76,098,101NVIDIA $49,221,349PIMCO ETF TR $48,588,430Hartford Total Return Bond ETF $47,772,910 Largest New Holdings this Quarter 922020748 - VANGUARD MALVERN FDS $36,127,083 Holding00039J202 - AB Tax-Aware Short Duration Municipal ETF $7,961,720 Holding922020755 - VANGUARD MALVERN FDS $7,237,986 Holding921910816 - Vanguard Mega Cap Growth ETF $4,301,772 Holding302130109 - Expeditors International of Washington $3,680,438 Holding Largest Purchases this Quarter VANGUARD MALVERN FDS 466,879 shares (about $36.13M)iShares 0-3 Month Treasury Bond ETF 177,345 shares (about $17.85M)iShares Core S&P 500 ETF 12,240 shares (about $8.00M)AB Tax-Aware Short Duration Municipal ETF 316,192 shares (about $7.96M)Microsoft 20,100 shares (about $7.44M) Largest Sales this Quarter Vanguard Total Bond Market ETF 100,578 shares (about $7.41M)CocaCola 56,887 shares (about $4.33M)Tesla 9,626 shares (about $3.58M)FOX 50,119 shares (about $2.66M)MetLife 33,428 shares (about $2.36M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvolve Private Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSGOViShares 0-3 Month Treasury Bond ETF$83,766,765$17,851,554 â–²27.1%832,1754.5%ETFAAPLApple$76,098,101$7,429,442 â–²10.8%299,8474.1%Computer and TechnologyNVDANVIDIA$49,221,349$5,584,453 â–²12.8%282,2332.6%Computer and TechnologyPIMCO ETF TR$48,588,430$5,533,843 â–²12.9%526,5332.6%ACTIVE BD ETFHTRBHartford Total Return Bond ETF$47,772,910$4,945,070 â–²11.5%1,415,9132.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$43,045,122$856,997 â–¼-2.0%433,6172.3%FinanceMSFTMicrosoft$36,294,590$7,440,450 â–²25.8%98,0481.9%Computer and TechnologyVANGUARD MALVERN FDS$36,127,083$36,127,083 â–²New Holding466,8791.9%CORE BD ETFBNDVanguard Total Bond Market ETF$35,118,561$7,406,567 â–¼-17.4%476,8951.9%ETFISCFiShares International Small Cap Equity Factor ETF$27,060,896$1,296,910 â–²5.0%647,5451.4%ETFGOOGLAlphabet$27,043,833$1,232,768 â–²4.8%94,0461.4%Computer and TechnologyAMZNAmazon.com$23,844,932$2,442,184 â–²11.4%114,4901.3%Retail/WholesaleEMGFiShares Emerging Markets Equity Factor ETF$21,958,247$844,448 â–²4.0%363,3671.2%ETFIAUiShares Gold Trust$21,207,858$1,743,276 â–¼-7.6%240,5611.1%FinanceCGCPCapital Group Core Plus Income ETF$20,544,321$3,536,848 â–²20.8%919,6201.1%ETFAVGOBroadcom$19,586,981$1,614,091 â–²9.0%63,2841.0%Computer and TechnologyMETAMeta Platforms$16,320,990$1,528,716 â–²10.3%28,5270.9%Computer and TechnologyVTIVanguard Total Stock Market ETF$15,383,264$6,411,752 â–²71.5%47,9510.8%ETFGOOGAlphabet$14,470,220$2,311,540 â–²19.0%50,4430.8%Computer and TechnologyMFEMPIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF$14,053,359$290,779 â–²2.1%561,6920.8%ETFJPMJPMorgan Chase & Co.$13,602,400$971,600 â–¼-6.7%46,2420.7%FinanceIEMGiShares Core MSCI Emerging Markets ETF$12,920,519$2,507,867 â–²24.1%185,2400.7%ETFXOMExxonMobil$12,382,401$989,961 â–²8.7%72,9840.7%EnergyIVViShares Core S&P 500 ETF$12,306,988$7,995,198 â–²185.4%18,8410.7%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$11,040,572$212,052 â–¼-1.9%146,2520.6%ETFGMGeneral Motors$10,701,933$1,232,603 â–¼-10.3%143,6500.6%Auto/Tires/TrucksJNJJohnson & Johnson$10,568,403$573,214 â–²5.7%43,2350.6%MedicalTSLATesla$10,381,370$3,578,424 â–¼-25.6%27,9260.6%Auto/Tires/TrucksBRK.BBerkshire Hathaway$10,122,871$1,137,116 â–²12.7%21,1250.5%FinanceWALMART INC$9,708,809$1,255,359 â–¼-11.4%78,1200.5%COMLAM RESEARCH CORP$8,546,483$331,176 â–¼-3.7%40,0000.5%COM NEWTAFIAB Tax-Aware Short Duration Municipal ETF$7,961,720$7,961,720 â–²New Holding316,1920.4%ETFLRGFiShares U.S. Equity Factor ETF$7,909,005$94,116 â–¼-1.2%119,8330.4%ETFMRKMerck & Co., Inc.$7,739,497$520,257 â–²7.2%64,3400.4%MedicalUTHRUnited Therapeutics$7,657,151$656,429 â–¼-7.9%12,9130.4%MedicalIBMInternational Business Machines$7,581,103$300,083 â–²4.1%31,2760.4%Computer and TechnologyLLYEli Lilly and Company$7,273,088$2,247,778 â–²44.7%7,9080.4%MedicalVANGUARD MALVERN FDS$7,237,986$7,237,986 â–²New Holding93,2860.4%CORE-PLUS BD ETFCOSTCostco Wholesale$7,236,888$1,969,892 â–¼-21.4%7,2630.4%Retail/WholesaleKLACKLA$7,057,679$1,260,458 â–¼-15.2%4,7930.4%Computer and TechnologySCHPSchwab U.S. TIPS ETF$6,823,006$743,802 â–²12.2%256,4080.4%ETFCSCOCisco Systems$6,761,397$424,183 â–²6.7%87,1430.4%Computer and TechnologyCOFCapital One Financial$6,737,527$1,224,839 â–¼-15.4%36,9320.4%FinanceJBLJabil$6,606,825$1,151,785 â–¼-14.8%24,8720.4%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$6,389,119$116,258 â–¼-1.8%132,2250.3%ETFVUGVanguard Growth ETF$6,367,158$5,727,690 â–²895.7%14,5770.3%ETFBMYBristol Myers Squibb$6,285,395$84,667 â–²1.4%103,6340.3%MedicalAXPAmerican Express$6,222,554$273,742 â–²4.6%20,5720.3%FinanceCGGRCapital Group Growth ETF$6,201,085$106,263 â–¼-1.7%154,2940.3%ETF2023 ETF SERIES TRUST$6,013,748$155,441 â–¼-2.5%145,8940.3%BRANDES INTERNATEPDEnterprise Products Partners$5,845,977$5,078,809 â–²662.0%154,4920.3%EnergyVLOValero Energy$5,832,570$4,709,344 â–²419.3%23,6060.3%EnergyVGTVanguard Information Technology ETF$5,822,420$1,251,698 â–²27.4%8,3450.3%ETFCATCaterpillar$5,810,530$2,276,181 â–¼-28.1%8,2020.3%IndustrialsSYFSynchrony Financial$5,507,317$63,395 â–²1.2%80,9660.3%FinanceMUMicron Technology$5,490,504$2,405,727 â–²78.0%16,2520.3%Computer and TechnologyALSNAllison Transmission$5,386,581$82,058 â–¼-1.5%46,0160.3%Auto/Tires/TrucksCVXChevron$5,328,340$2,338,610 â–²78.2%25,7530.3%EnergyVSTVistra$5,292,354$31,870 â–¼-0.6%35,2050.3%UtilitiesVYMVanguard High Dividend Yield ETF$5,110,100$1,845,051 â–²56.5%34,5040.3%ETFVOOVanguard S&P 500 ETF$5,099,013$2,236,682 â–²78.1%8,5330.3%ETFSCHWCharles Schwab$5,055,495$154,128 â–²3.1%53,7930.3%FinanceAXSAxis Capital$4,771,730$124,125 â–¼-2.5%47,0540.3%FinanceDALDelta Air Lines$4,766,589$58,369 â–²1.2%71,7000.3%TransportationEXPEExpedia Group$4,618,503$2,981,951 â–²182.2%20,0030.2%Retail/WholesaleSFStifel Financial$4,604,096$1,486,158 â–²47.7%62,2850.2%FinanceMOAltria Group$4,474,604$14,650 â–¼-0.3%67,8070.2%Consumer StaplesHPEHewlett Packard Enterprise$4,443,754$360,959 â–²8.8%186,6340.2%Computer and TechnologyTOLToll Brothers$4,443,625$95,393 â–¼-2.1%32,5610.2%ConstructionVZVerizon Communications$4,369,787$24,196 â–¼-0.6%87,0480.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,317,299$1,145,167 â–¼-21.0%6,6390.2%FinanceMGKVanguard Mega Cap Growth ETF$4,301,772$4,301,772 â–²New Holding11,7070.2%ETFINTFiShares International Equity Factor ETF$4,279,053$109,517 â–¼-2.5%109,8320.2%ETFDHID.R. Horton$4,212,801$236,842 â–¼-5.3%30,7010.2%ConstructionMFDXPIMCO RAFI Dynamic Multi-Factor International Equity ETF$4,152,679$120,973 â–¼-2.8%104,2860.2%ETFORIOld Republic International$4,149,645$193,236 â–¼-4.4%104,0010.2%FinanceSNASnap-On$4,114,008$35,597 â–¼-0.9%11,3260.2%Consumer DiscretionaryCVSCVS Health$4,062,748$246,057 â–²6.4%56,5680.2%MedicalQQQInvesco QQQ$4,028,331$1,066,102 â–¼-20.9%6,9790.2%FinanceORCLOracle$3,952,677$733,928 â–²22.8%26,8690.2%Computer and TechnologyUSMFWisdomTree U.S. Multifactor Fund$3,927,023$10,913 â–²0.3%79,5270.2%FinanceGILDGilead Sciences$3,893,885$316,790 â–²8.9%27,9390.2%MedicalKRKroger$3,856,886$80,392 â–¼-2.0%53,3010.2%Retail/WholesaleCGXUCapital Group International Focus Equity ETF$3,852,834$78,119 â–¼-2.0%130,6490.2%ETFHWMHowmet Aerospace$3,812,298$45,170 â–²1.2%16,5420.2%AerospaceANAutoNation$3,737,472$117,547 â–¼-3.0%19,1410.2%Retail/WholesaleBILSPDR Bloomberg 1-3 Month T-Bill ETF$3,701,755$466,534 â–²14.4%40,3950.2%ETFEXPDExpeditors International of Washington$3,680,438$3,680,438 â–²New Holding25,6960.2%TransportationMPWRMonolithic Power Systems$3,666,148$42,642 â–²1.2%3,3530.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC$3,615,895$602,381 â–²20.0%24,7190.2%CL AHCAHCA Healthcare$3,605,854$95,115 â–¼-2.6%7,6200.2%MedicalUALUnited Airlines$3,585,482$38,485 â–²1.1%38,9430.2%TransportationNVSNovartis$3,448,215$316,043 â–²10.1%22,5740.2%MedicalPEPPepsiCo$3,407,326$916,975 â–¼-21.2%21,9420.2%Consumer StaplesWSMWilliams-Sonoma$3,389,831$80,771 â–¼-2.3%18,5920.2%Retail/WholesaleQCOMQualcomm$3,382,178$235,154 â–¼-6.5%26,2630.2%Computer and TechnologyCBChubb$3,360,338$187,736 â–¼-5.3%10,3100.2%FinanceUGIUGI$3,343,371$754,844 â–²29.2%91,8000.2%UtilitiesGEGE Aerospace$3,281,568$307,044 â–²10.3%11,5640.2%AerospaceCRMSalesforce$3,264,783$241,919 â–¼-6.9%17,4900.2%Computer and TechnologyShowing largest 100 holdings. 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