Funds › Evolve Private Wealth, LLC
Evolve Private Wealth, LLC
13F for Q3 2026, filed Nov 13, 2026. 862 positions worth $2.1B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 13, 2026
Reported value
$2.1B
+$471.8M (28.8%) vs Q2 2026
Positions
862
1,002 in Q2 2026
Top 10 share
28.5%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 315,233 | $105.0M | 5.0% | +97.7% | 13F ↗ |
| 2 | iShares Tr 0-3 Mth Treasury | 998,838 | $100.6M | 4.8% | +1638% | 13F ↗ |
| 3 | NVDA NVIDIA Corporation | 306,442 | $70.1M | 3.3% | +24.6% | 13F ↗ |
| 4 | Hartford Fds Exchange Traded Total Rtrn Etf | 1.73M | $55.6M | 2.6% | +14.5% | 13F ↗ |
| 5 | Pimco ETF Tr Active Bd Etf | 635,136 | $55.3M | 2.6% | +14.8% | 13F ↗ |
| 6 | MSFT Microsoft Corporation | 105,144 | $53.9M | 2.6% | +41.7% | 13F ↗ |
| 7 | iShares Tr Core Us Aggbd Et | 493,702 | $46.7M | 2.2% | +10.9% | 13F ↗ |
| 8 | Vanguard Malvern Fds Core Bd Etf | 568,555 | $41.9M | 2.0% | +13.7% | 13F ↗ |
| 9 | Vanguard Bd Index Fds Total Bnd Mrkt | 529,109 | $37.1M | 1.8% | +16.6% | 13F ↗ |
| 10 | iShares Inc Emng Mkts Eqt | 489,156 | $35.0M | 1.7% | +30.9% | 13F ↗ |
| 11 | AMZN Amazon.com, Inc. | 139,562 | $34.8M | 1.6% | +92.8% | 13F ↗ |
| 12 | GOOGL Alphabet Inc. Class A | 96,207 | $33.1M | 1.6% | +15.1% | 13F ↗ |
| 13 | iShares Tr International Sl | 706,417 | $31.5M | 1.5% | +2.7% | 13F ↗ |
| 14 | IAU iShares Gold Trust · Ishares New | 305,260 | $23.8M | 1.1% | +14.9% | 13F ↗ |
| 15 | Capital Grp Fixed Incm ETF T Core Plus Incm | 1.10M | $23.2M | 1.1% | +13.7% | 13F ↗ |
| 16 | AVGO Broadcom Inc. | 60,804 | $21.4M | 1.0% | +26.1% | 13F ↗ |
| 17 | GOOG Alphabet Inc. Class C | 56,807 | $19.4M | 0.9% | +117% | 13F ↗ |
| 18 | META Meta Platforms, Inc. | 26,322 | $19.1M | 0.9% | +15.0% | 13F ↗ |
| 19 | MU Micron Technology, Inc. | 16,256 | $17.3M | 0.8% | +5.0% | 13F ↗ |
| 20 | Pimco Equity Ser Rafi Dyn Emerg | 569,727 | $16.3M | 0.8% | -2.6% | 13F ↗ |
| 21 | Vanguard Index Fds Mrngstr Ttl Stk | 42,508 | $15.9M | 0.8% | +65.5% | 13F ↗ |
| 22 | iShares Inc Core Msci Emkt | 182,449 | $14.8M | 0.7% | +17.1% | 13F ↗ |
| 23 | JPM JPMorgan Chase & Co. | 50,215 | $14.4M | 0.7% | +46.2% | 13F ↗ |
| 24 | LLY Eli Lilly and Company | 10,947 | $12.7M | 0.6% | +90.6% | 13F ↗ |
| 25 | LRCX Lam Research Corporation | 38,228 | $12.6M | 0.6% | +3.9% | 13F ↗ |
| 26 | XOM ExxonMobil Holdings Corporation | 76,203 | $12.4M | 0.6% | New | 13F ↗ |
| 27 | HPE Hewlett Packard Enterprise Company | 192,024 | $12.3M | 0.6% | +25.1% | 13F ↗ |
| 28 | JNJ Johnson & Johnson | 45,988 | $12.2M | 0.6% | +46.7% | 13F ↗ |
| 29 | TSLA Tesla, Inc. | 33,377 | $11.8M | 0.6% | +107% | 13F ↗ |
| 30 | GM General Motors Company | 144,654 | $11.1M | 0.5% | +6.2% | 13F ↗ |
| 31 | iShares Tr Us Sml Cap Eqt | 133,209 | $11.1M | 0.5% | -10.2% | 13F ↗ |
| 32 | SPCX Space Exploration Technologies Corp. | 72,855 | $11.0M | 0.5% | New | 13F ↗ |
| 33 | iShares Tr Core S&P500 Etf | 13,007 | $10.0M | 0.5% | +148% | 13F ↗ |
| 34 | VLO Valero Energy Corporation | 25,676 | $10.0M | 0.5% | +51.9% | 13F ↗ |
| 35 | BRK-B Berkshire Hathaway Inc. Class B | 19,642 | $9.8M | 0.5% | +95.7% | 13F ↗ |
| 36 | iShares Tr U S Equity Factr | 114,107 | $8.9M | 0.4% | -5.8% | 13F ↗ |
| 37 | Vanguard World Fd Inf Tech Etf | 66,969 | $8.4M | 0.4% | +2430% | 13F ↗ |
| 38 | CSCO Cisco Systems, Inc. | 77,191 | $8.3M | 0.4% | +33.8% | 13F ↗ |
| 39 | Vanguard Index Fds Mrngstr Grwt Etf | 90,059 | $8.1M | 0.4% | +3309% | 13F ↗ |
| 40 | COF Capital One Financial Corporation | 41,327 | $8.0M | 0.4% | +22.3% | 13F ↗ |
| 41 | Schwab Strategic Tr Us Tips Etf | 308,282 | $7.7M | 0.4% | +14.2% | 13F ↗ |
| 42 | KLAC KLA Corporation | 38,809 | $7.6M | 0.4% | -13.7% | 13F ↗ |
| 43 | MRK Merck & Company, Inc. | 49,138 | $7.2M | 0.3% | -5.5% | 13F ↗ |
| 44 | Capital Group Growth ETF Units | 151,139 | $7.2M | 0.3% | -4.3% | 13F ↗ |
| 45 | COST Costco Wholesale Corporation | 7,780 | $7.1M | 0.3% | +97.6% | 13F ↗ |
| 46 | CAT Caterpillar, Inc. | 8,560 | $6.9M | 0.3% | +23.6% | 13F ↗ |
| 47 | AMD Advanced Micro Devices, Inc. | 11,324 | $6.9M | 0.3% | +67.5% | 13F ↗ |
| 48 | JBL Jabil Inc. | 23,995 | $6.9M | 0.3% | -0.7% | 13F ↗ |
| 49 | Vanguard Malvern Fds CORE-PLUS Bd Etf | 92,347 | $6.8M | 0.3% | -0.8% | 13F ↗ |
| 50 | UTHR United Therapeutics Corporation | 12,502 | $6.8M | 0.3% | -1.8% | 13F ↗ |
Showing the top 50 of 862 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
194 new, 490 added to, 175 trimmed, 334 exited, 3 unchanged. By estimated dollars.
New positions (194)
| XOM ExxonMobil Holdings Corporation | 76,203 | New | $12.4M |
| SPCX Space Exploration Technologies Corp. | 72,855 | New | $11.0M |
| Vanguard World Fd Mrngstr Mega Cap | 63,037 | New | $5.8M |
| EPD Enterprise Products Partners L.P. | 158,738 | New | $5.7M |
| HRL Hormel Foods Corporation | 194,498 | New | $3.9M |
| HUT Hut 8 Corp. | 42,840 | New | $3.7M |
| iShares Tr Core Msci Intl | 34,391 | New | $3.1M |
| AISP Airship AI Holdings, Inc | 1.51M | New | $2.8M |
| Select Sector Spdr Tr St Str Techn Etf | 14,286 | New | $2.8M |
| Dimensional ETF Trust Emgr Cre Eqt Mng | 63,200 | New | $2.5M |
Added to (490)
| iShares Tr 0-3 Mth Treasury | 998,838 | +1638% | $94.8M |
| AAPL Apple Inc. | 315,233 | +97.7% | $51.9M |
| AMZN Amazon.com, Inc. | 139,562 | +92.8% | $16.7M |
| MSFT Microsoft Corporation | 105,144 | +41.7% | $15.9M |
| NVDA NVIDIA Corporation | 306,442 | +24.6% | $13.8M |
| GOOG Alphabet Inc. Class C | 56,807 | +117% | $10.4M |
| iShares Inc Emng Mkts Eqt | 489,156 | +30.9% | $8.3M |
| Vanguard World Fd Inf Tech Etf | 66,969 | +2430% | $8.1M |
| Vanguard Index Fds Mrngstr Grwt Etf | 90,059 | +3309% | $7.9M |
| Pimco ETF Tr Active Bd Etf | 635,136 | +14.8% | $7.1M |
Trimmed (175)
| UGI UGI Corporation | 19,939 | -79.2% | -$2.7M |
| AN AutoNation, Inc. | 5,081 | -73.8% | -$2.3M |
| QCOM QUALCOMM Incorporated | 8,593 | -55.8% | -$2.0M |
| SPG Simon Property Group, Inc. | 2,939 | -76.9% | -$2.0M |
| MPWR Monolithic Power Systems, Inc. | 667 | -63.5% | -$1.6M |
| EME EMCOR Group, Inc. | 1,645 | -55.0% | -$1.5M |
| iShares Tr Us Sml Cap Eqt | 133,209 | -10.2% | -$1.3M |
| KLAC KLA Corporation | 38,809 | -13.7% | -$1.2M |
| WSM Williams-Sonoma, Inc. | 12,660 | -28.4% | -$1.1M |
| PCG PG&E Corporation | 52,457 | -62.7% | -$1.1M |
Exited (334)
| NFJ Virtus Dividend, Interest & Premium Strategy Fund | 163,454 | Exited | -$2.5M |
| TIGO Millicom International Cellular S.A. | 19,414 | Exited | -$1.8M |
| BELFB Bel Fuse Inc. Class B | 4,418 | Exited | -$1.5M |
| YUM Yum! Brands, Inc. | 7,046 | Exited | -$1.1M |
| XPO XPO, Inc. | 5,357 | Exited | -$1.1M |
| FITB Fifth Third Bancorp | 19,259 | Exited | -$1.1M |
| COR Cencora, Inc. | 3,687 | Exited | -$1.0M |
| MSI Motorola Solutions, Inc. | 2,390 | Exited | -$995.5K |
| LOW Lowe's Companies, Inc. | 4,475 | Exited | -$986.8K |
| Taylor Morrison Home Corp | 13,714 | Exited | -$983.8K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer