Evolve Private Wealth, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Evolve Private Wealth, Llc disclosed 969 stock positions valued at approximately $1.64B as of quarter-end June 30, 2026. The largest holdings include HARTFORD FDS EXCHANGE TRADED, PIMCO ETF TR, and NVIDIA CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 969
- Portfolio Value
- $1.64B
Holdings by Sector
Evolve Private Wealth, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| HARTFORD FDS EXCHANGE TRADED | HTRB | Other | 3.12% | 1,508,341 | +92,428 | +6.53% | $51,084,432 |
| PIMCO ETF TR | BOND | Other | 3.12% | 553,056 | +26,523 | +5.04% | $50,997,290 |
| NVIDIA CORPORATION | NVDA | Technology | 3.01% | 246,013 | -36,220 | -12.83% | $49,225,899 |
| APPLE INC | AAPL | Technology | 2.82% | 159,436 | -140,411 | -46.83% | $46,134,345 |
| ISHARES TR | AGG | Other | 2.69% | 444,989 | +11,372 | +2.62% | $44,045,004 |
| VANGUARD MALVERN FDS | VCRB | Other | 2.36% | 499,984 | +33,105 | +7.09% | $38,615,090 |
| VANGUARD BD INDEX FDS | BND | Other | 2.04% | 453,903 | -22,992 | -4.82% | $33,321,028 |
| ALPHABET INC | GOOGL | Communication Services | 1.83% | 83,602 | -10,444 | -11.11% | $29,877,001 |
| ISHARES TR | ISCF | Other | 1.82% | 688,053 | +40,508 | +6.26% | $29,785,798 |
| MICROSOFT CORP | MSFT | Technology | 1.69% | 74,193 | -23,855 | -24.33% | $27,675,510 |
| ISHARES INC | EMGF | Other | 1.67% | 373,728 | +10,361 | +2.85% | $27,379,297 |
| CAPITAL GRP FIXED INCM ETF T | CGCP | Other | 1.31% | 964,284 | +44,664 | +4.86% | $21,493,894 |
| ISHARES GOLD TR | IAU | Other | 1.23% | 265,660 | +25,099 | +10.43% | $20,059,949 |
| BROADCOM INC | AVGO | Technology | 1.11% | 48,201 | -15,083 | -23.83% | $18,208,248 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.09% | 15,484 | -768 | -4.73% | $17,873,420 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.05% | 72,380 | -42,110 | -36.78% | $17,251,067 |
| PIMCO EQUITY SER | MFEM | Other | 1.01% | 584,957 | +23,265 | +4.14% | $16,516,039 |
| LAM RESEARCH CORP | LRCX | Other | 0.97% | 36,784 | -3,216 | -8.04% | $15,949,061 |
| KLA CORP | KLAC | Technology | 0.83% | 44,949 | +40,156 | +837.81% | $13,561,632 |
| ISHARES TR | SMLF | Other | 0.81% | 148,407 | +2,155 | +1.47% | $13,229,007 |
| ISHARES INC | IEMG | Other | 0.79% | 155,768 | -29,472 | -15.91% | $12,903,829 |
| META PLATFORMS INC | META | Communication Services | 0.79% | 22,889 | -5,638 | -19.76% | $12,893,022 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.69% | 34,350 | -11,892 | -25.72% | $11,243,837 |
| GENERAL MTRS CO | GM | Consumer Cyclical | 0.64% | 136,238 | -7,412 | -5.16% | $10,501,197 |
| VANGUARD INDEX FDS | VTI | Other | 0.58% | 25,688 | -22,263 | -46.43% | $9,505,625 |
| JABIL INC | JBL | Technology | 0.57% | 24,169 | -703 | -2.83% | $9,316,529 |
| ALPHABET INC | GOOG | Communication Services | 0.57% | 26,163 | -24,280 | -48.13% | $9,244,101 |
| ISHARES TR | LRGF | Other | 0.56% | 121,145 | +1,312 | +1.09% | $9,162,169 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.49% | 31,341 | -11,894 | -27.51% | $7,959,588 |
| SPDR SERIES TRUST | SPSM | Other | 0.47% | 133,840 | +1,615 | +1.22% | $7,718,549 |
Showing 30 of 969 holdings in the latest reporting period.