Evolve Private Wealth, Llc Portfolio Stock Holdings
Evolve Private Wealth, Llc disclosed 994 stock positions valued at approximately $1.9 billion in its latest SEC 13F filing. The largest holdings include ISHARES TR, APPLE INC, and NVIDIA CORPORATION. The filing reflects positions held as of March 31, 2026 and was filed on April 16, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 994
- Portfolio Value
- $1.9B
Holdings by Sector
Evolve Private Wealth, Llc Portfolio Holdings in Q1 2026
970 holdings in the latest reporting period.
Page 1 of 10
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | SGOV | Other | 4.48% | 832,175 | +177,345 | +27.08% | $83,766,765 |
| APPLE INC | AAPL | Technology | 4.07% | 299,847 | +29,274 | +10.82% | $76,098,101 |
| NVIDIA CORPORATION | NVDA | Technology | 2.63% | 282,233 | +32,021 | +12.80% | $49,221,349 |
| PIMCO ETF TR | BOND | Other | 2.60% | 526,533 | +59,968 | +12.85% | $48,588,430 |
| HARTFORD FDS EXCHANGE TRADED | HTRB | Other | 2.55% | 1,415,913 | +146,564 | +11.55% | $47,772,910 |
| ISHARES TR | AGG | Other | 2.30% | 433,617 | -8,633 | -1.95% | $43,045,122 |
| MICROSOFT CORP | MSFT | Technology | 1.94% | 98,048 | +20,100 | +25.79% | $36,294,590 |
| VANGUARD MALVERN FDS | VCRB | Other | 1.93% | 466,879 | +466,879 | +100.00% | $36,127,083 |
| VANGUARD BD INDEX FDS | BND | Other | 1.88% | 476,895 | -100,578 | -17.42% | $35,118,561 |
| ISHARES TR | ISCF | Other | 1.45% | 647,545 | +31,034 | +5.03% | $27,060,896 |
| ALPHABET INC | GOOGL | Communication Services | 1.45% | 94,046 | +4,287 | +4.78% | $27,043,833 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.27% | 114,490 | +11,726 | +11.41% | $23,844,932 |
| ISHARES INC | EMGF | Other | 1.17% | 363,367 | +13,974 | +4.00% | $21,958,247 |
| ISHARES GOLD TR | IAU | Other | 1.13% | 240,561 | -19,774 | -7.60% | $21,207,858 |
| CAPITAL GRP FIXED INCM ETF T | CGCP | Other | 1.10% | 919,620 | +158,319 | +20.80% | $20,544,321 |
| BROADCOM INC | AVGO | Technology | 1.05% | 63,284 | +5,215 | +8.98% | $19,586,981 |
| META PLATFORMS INC | META | Communication Services | 0.87% | 28,527 | +2,672 | +10.33% | $16,320,990 |
| VANGUARD INDEX FDS | VTI | Other | 0.82% | 47,951 | +19,986 | +71.47% | $15,383,264 |
| ALPHABET INC | GOOG | Communication Services | 0.77% | 50,443 | +8,058 | +19.01% | $14,470,220 |
| PIMCO EQUITY SER | MFEM | Other | 0.75% | 561,692 | +11,622 | +2.11% | $14,053,359 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.73% | 46,242 | -3,303 | -6.67% | $13,602,400 |
| ISHARES INC | IEMG | Other | 0.69% | 185,240 | +35,955 | +24.08% | $12,920,519 |
| EXXON MOBIL CORP | XOM | Energy | 0.66% | 72,984 | +5,835 | +8.69% | $12,382,401 |
| ISHARES TR | IVV | Other | 0.66% | 18,841 | +12,240 | +185.43% | $12,306,988 |
| ISHARES TR | SMLF | Other | 0.59% | 146,252 | -2,809 | -1.88% | $11,040,572 |
| GENERAL MTRS CO | GM | Consumer Cyclical | 0.57% | 143,650 | -16,545 | -10.33% | $10,701,933 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.56% | 43,235 | +2,345 | +5.73% | $10,568,403 |
| TESLA INC | TSLA | Consumer Cyclical | 0.55% | 27,926 | -9,626 | -25.63% | $10,381,370 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.54% | 21,125 | +2,373 | +12.65% | $10,122,871 |
| WALMART INC | WMT | Consumer Defensive | 0.52% | 78,120 | -10,101 | -11.45% | $9,708,809 |
| LAM RESEARCH CORP | LRCX | Other | 0.46% | 40,000 | -1,550 | -3.73% | $8,546,483 |
| AB ACTIVE ETFS INC | TAFI | Other | 0.43% | 316,192 | +316,192 | +100.00% | $7,961,720 |
| ISHARES TR | LRGF | Other | 0.42% | 119,833 | -1,426 | -1.18% | $7,909,005 |
| MERCK & CO INC | MRK | Healthcare | 0.41% | 64,340 | +4,325 | +7.21% | $7,739,497 |
| UNITED THERAPEUTICS CORP DEL | UTHR | Healthcare | 0.41% | 12,913 | -1,107 | -7.90% | $7,657,151 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.41% | 31,276 | +1,238 | +4.12% | $7,581,103 |
| ELI LILLY & CO | LLY | Healthcare | 0.39% | 7,908 | +2,444 | +44.73% | $7,273,088 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.39% | 7,263 | -1,977 | -21.40% | $7,236,888 |
| KLA CORP | KLAC | Technology | 0.38% | 4,793 | -856 | -15.15% | $7,057,679 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.36% | 256,408 | +27,952 | +12.24% | $6,823,006 |
| CISCO SYS INC | CSCO | Technology | 0.36% | 87,143 | +5,467 | +6.69% | $6,761,397 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.36% | 36,932 | -6,714 | -15.38% | $6,737,527 |
| JABIL INC | JBL | Technology | 0.35% | 24,872 | -4,336 | -14.85% | $6,606,825 |
| SPDR SERIES TRUST | SPSM | Other | 0.34% | 132,225 | -2,406 | -1.79% | $6,389,119 |
| VANGUARD INDEX FDS | VUG | Other | 0.34% | 14,577 | +13,113 | +895.70% | $6,367,158 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.34% | 103,634 | +1,396 | +1.37% | $6,285,395 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.33% | 20,572 | +905 | +4.60% | $6,222,554 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 0.33% | 154,294 | -2,644 | -1.68% | $6,201,085 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.31% | 154,492 | +134,218 | +662.02% | $5,845,977 |
| VALERO ENERGY CORP | VLO | Energy | 0.31% | 23,606 | +19,060 | +419.27% | $5,832,570 |
| VANGUARD WORLD FD | VGT | Other | 0.31% | 8,345 | +1,794 | +27.39% | $5,822,420 |
| CATERPILLAR INC | CAT | Industrials | 0.31% | 8,202 | -3,213 | -28.15% | $5,810,530 |
| SYNCHRONY FINANCIAL | SYF | Financial Services | 0.29% | 80,966 | +932 | +1.16% | $5,507,317 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.29% | 16,252 | +7,121 | +77.99% | $5,490,504 |
| ALLISON TRANSMISSION HLDGS I | ALSN | Consumer Cyclical | 0.29% | 46,016 | -701 | -1.50% | $5,386,581 |
| CHEVRON CORPORATION | CVX | Energy | 0.28% | 25,753 | +11,303 | +78.22% | $5,328,340 |
| VISTRA CORP | VST | Utilities | 0.28% | 35,205 | -212 | -0.60% | $5,292,354 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.27% | 34,504 | +12,458 | +56.51% | $5,110,100 |
| VANGUARD INDEX FDS | VOO | Other | 0.27% | 8,533 | +3,743 | +78.14% | $5,099,013 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.27% | 53,793 | +1,640 | +3.14% | $5,055,495 |
| AXIS CAP HLDGS LTD | G0692U109 | Other | 0.26% | 47,054 | -1,224 | -2.54% | $4,771,730 |
| DELTA AIR LINES INC | DAL | Industrials | 0.25% | 71,700 | +878 | +1.24% | $4,766,589 |
| EXPEDIA GROUP INC | EXPE | Consumer Cyclical | 0.25% | 20,003 | +12,915 | +182.21% | $4,618,503 |
| STIFEL FINL CORP | SF | Financial Services | 0.25% | 62,285 | +20,105 | +47.66% | $4,604,096 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.24% | 67,807 | -222 | -0.33% | $4,474,604 |
| HEWLETT PACKARD ENTERPRISE C | HPE | Technology | 0.24% | 186,634 | +15,160 | +8.84% | $4,443,754 |
| TOLL BROTHERS INC | TOL | Consumer Cyclical | 0.24% | 32,561 | -699 | -2.10% | $4,443,625 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.23% | 87,048 | -482 | -0.55% | $4,369,787 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.23% | 6,639 | -1,761 | -20.96% | $4,317,299 |
| VANGUARD WORLD FD | MGK | Other | 0.23% | 11,707 | +11,707 | +100.00% | $4,301,772 |
| ISHARES TR | INTF | Other | 0.23% | 109,832 | -2,811 | -2.50% | $4,279,053 |
| D R HORTON INC | DHI | Consumer Cyclical | 0.23% | 30,701 | -1,726 | -5.32% | $4,212,801 |
| PIMCO EQUITY SER | MFDX | Other | 0.22% | 104,286 | -3,038 | -2.83% | $4,152,679 |
| OLD REP INTL CORP | ORI | Financial Services | 0.22% | 104,001 | -4,843 | -4.45% | $4,149,645 |
| SNAP ON INC | SNA | Industrials | 0.22% | 11,326 | -98 | -0.86% | $4,114,008 |
| CVS HEALTH CORP | CVS | Healthcare | 0.22% | 56,568 | +3,426 | +6.45% | $4,062,748 |
| INVESCO QQQ TR | QQQ | Other | 0.22% | 6,979 | -1,847 | -20.93% | $4,028,331 |
| ORACLE CORP | ORCL | Technology | 0.21% | 26,869 | +4,989 | +22.80% | $3,952,677 |
| WISDOMTREE TR | USMF | Other | 0.21% | 79,527 | +221 | +0.28% | $3,927,023 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.21% | 27,939 | +2,273 | +8.86% | $3,893,885 |
| KROGER CO | KR | Consumer Defensive | 0.21% | 53,301 | -1,111 | -2.04% | $3,856,886 |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | Other | 0.21% | 130,649 | -2,649 | -1.99% | $3,852,834 |
| HOWMET AEROSPACE INC | HWM | Industrials | 0.20% | 16,542 | +196 | +1.20% | $3,812,298 |
| AUTONATION INC | AN | Consumer Cyclical | 0.20% | 19,141 | -602 | -3.05% | $3,737,472 |
| SPDR SERIES TRUST | BIL | Other | 0.20% | 40,395 | +5,091 | +14.42% | $3,701,755 |
| EXPEDITORS INTL WASH INC | EXPD | Industrials | 0.20% | 25,696 | +25,696 | +100.00% | $3,680,438 |
| MONOLITHIC PWR SYS INC | MPWR | Technology | 0.20% | 3,353 | +39 | +1.18% | $3,666,148 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.19% | 24,719 | +4,118 | +19.99% | $3,615,895 |
| HCA HEALTHCARE INC | HCA | Healthcare | 0.19% | 7,620 | -201 | -2.57% | $3,605,854 |
| UNITED AIRLS HLDGS INC | UAL | Industrials | 0.19% | 38,943 | +418 | +1.09% | $3,585,482 |
| NOVARTIS AG | NVS | Healthcare | 0.18% | 22,574 | +2,069 | +10.09% | $3,448,215 |
| PEPSICO INC | PEP | Consumer Defensive | 0.18% | 21,942 | -5,905 | -21.21% | $3,407,326 |
| WILLIAMS SONOMA INC | WSM | Consumer Cyclical | 0.18% | 18,592 | -443 | -2.33% | $3,389,831 |
| QUALCOMM INC | QCOM | Technology | 0.18% | 26,263 | -1,826 | -6.50% | $3,382,178 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.18% | 10,310 | -576 | -5.29% | $3,360,338 |
| UGI CORP NEW | UGI | Utilities | 0.18% | 91,800 | +20,726 | +29.16% | $3,343,371 |
| GE AEROSPACE | GE | Industrials | 0.18% | 11,564 | +1,082 | +10.32% | $3,281,568 |
| SALESFORCE INC | CRM | Technology | 0.17% | 17,490 | -1,296 | -6.90% | $3,264,783 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.17% | 9,608 | -813 | -7.80% | $3,247,178 |
| CF INDUSTRIES HOLD | CF | Basic Materials | 0.17% | 24,791 | +24,791 | +100.00% | $3,218,863 |