EdgeMarket › What Evolve Private Wealth, Llc reported owning
What Evolve Private Wealth, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.9BPositions
994Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SGOV iShares 0-3 Month Treasury Bond ETF | 83.8M | 4.5% | 832.2K | 100.63 | +0.0% |
| AAPL Apple Inc. | 76.1M | 4.1% | 299.8K | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 49.2M | 2.6% | 282.2K | 214.72 | +22.4% |
| BOND PIMCO Active Bond Exchange-Traded Fund Exchang | 48.6M | 2.6% | 526.5K | 90.50 | -1.7% |
| HTRB Hartford Total Return Bond ETF | 47.8M | 2.6% | 1.4M | 33.24 | -2.1% |
| AGG iShares Core U.S. Aggregate Bond ETF | 43.0M | 2.3% | 433.6K | 97.35 | -1.7% |
| MSFT MICROSOFT CORP | 36.3M | 1.9% | 98.0K | 483.24 | -4.4% |
| VCRB Vanguard Core Bond ETF | 36.1M | 1.9% | 466.9K | 75.94 | -2.0% |
| BND Vanguard Total Bond Market ETF | 35.1M | 1.9% | 476.9K | 72.23 | -1.8% |
| ISCF iShares International Small-Cap Equity Factor | 27.1M | 1.4% | 647.5K | 46.03 | +14.8% |
| GOOGL Alphabet Inc. | 27.0M | 1.4% | 94.0K | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 23.8M | 1.3% | 114.5K | 258.63 | +15.6% |
| EMGF iShares Emerging Markets Equity Factor ETF | 22.0M | 1.2% | 363.4K | 71.67 | +34.3% |
| IAU ISHARES GOLD TRUST | 21.2M | 1.1% | 240.6K | 86.79 | +37.5% |
| CGCP Capital Group Core Plus Income ETF | 20.5M | 1.1% | 919.6K | 22.00 | -2.5% |
| AVGO Broadcom Inc. | 19.6M | 1.0% | 63.3K | 368.45 | +26.5% |
| META Meta Platforms, Inc. | 16.3M | 0.9% | 28.5K | 549.90 | -26.5% |
| VTI Vanguard Morningstar Total Stock Market ETF | 15.4M | 0.8% | 48.0K | 378.24 | +20.5% |
| GOOG Alphabet Inc. | 14.5M | 0.8% | 50.4K | 341.75 | +70.7% |
| MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Marke | 14.1M | 0.8% | 561.7K | 28.26 | +30.5% |
| JPM JPMORGAN CHASE & CO | 13.6M | 0.7% | 46.2K | 351.58 | +20.3% |
| IEMG iShares Core MSCI Emerging Markets ETF | 12.9M | 0.7% | 185.2K | 81.57 | +31.9% |
| XOM ExxonMobil Holdings Corp | 12.4M | 0.7% | 73.0K | 165.11 | +52.1% |
| IVV iShares Core S&P 500 ETF | 12.3M | 0.7% | 18.8K | 769.31 | +20.0% |
| SMLF iShares U.S. Small-Cap Equity Factor ETF | 11.0M | 0.6% | 146.3K | 89.29 | +26.8% |
| GM General Motors Co | 10.7M | 0.6% | 143.7K | 87.93 | +54.9% |
| JNJ JOHNSON & JOHNSON | 10.6M | 0.6% | 43.2K | 270.24 | +51.1% |
| TSLA Tesla, Inc. | 10.4M | 0.6% | 27.9K | 362.86 | +12.0% |
| unmapped CUSIP 084670702 | 10.1M | 0.5% | 21.1K | — | — |
| WMT Walmart Inc. | 9.7M | 0.5% | 78.1K | 103.70 | +1.1% |
| LRCX LAM RESEARCH CORP | 8.5M | 0.5% | 40.0K | 314.00 | +216.7% |
| TAFI AB Tax-Aware Short Duration Municipal ETF | 8.0M | 0.4% | 316.2K | 25.09 | -0.5% |
| LRGF iShares U.S. Equity Factor ETF | 7.9M | 0.4% | 119.8K | 77.96 | +18.0% |
| MRK Merck & Co., Inc. | 7.7M | 0.4% | 64.3K | 152.55 | +80.2% |
| UTHR UNITED THERAPEUTICS Corp | 7.7M | 0.4% | 12.9K | 513.12 | +67.4% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 7.6M | 0.4% | 31.3K | 235.68 | -2.8% |
| LLY ELI LILLY & Co | 7.3M | 0.4% | 7.9K | 1,255.40 | +78.0% |
| VPLS Vanguard Core Plus Bond ETF | 7.2M | 0.4% | 93.3K | 76.36 | -1.8% |
| COST COSTCO WHOLESALE CORP /NEW | 7.2M | 0.4% | 7.3K | 947.74 | -4.7% |
| KLAC KLA CORP | 7.1M | 0.4% | 4.8K | 183.99 | +109.5% |
| SCHP Schwab U.S. TIPS ETF | 6.8M | 0.4% | 256.4K | 25.96 | -2.7% |
| CSCO CISCO SYSTEMS, INC. | 6.8M | 0.4% | 87.1K | 111.04 | +65.5% |
| COF CAPITAL ONE FINANCIAL CORP | 6.7M | 0.4% | 36.9K | 217.91 | +1.5% |
| JBL JABIL INC | 6.6M | 0.4% | 24.9K | 313.21 | +53.5% |
| SPSM State Street SPDR Portfolio S&P 600 Small Cap | 6.4M | 0.3% | 132.2K | 57.28 | +28.7% |
| VUG Vanguard Morningstar Growth ETF | 6.4M | 0.3% | 14.6K | 87.50 | +15.9% |
| BMY BRISTOL MYERS SQUIBB CO | 6.3M | 0.3% | 103.6K | 67.01 | +38.9% |
| AXP AMERICAN EXPRESS CO | 6.2M | 0.3% | 20.6K | 336.00 | +8.9% |
| CGGR Capital Group Growth ETF | 6.2M | 0.3% | 154.3K | 47.00 | +13.1% |
| BINV Brandes International ETF | 6.0M | 0.3% | 145.9K | 45.72 | +22.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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