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CIK: 0002111131
Total reported value
$1.6B
$1.6B
924 檔
16.7%
At the close of Q4 2025, Evolve Private Wealth, LLC disclosed equity holdings valued at approximately $1.6B, spread across 924 reported holdings.
During Q4 2025, Evolve Private Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 924 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.36% | -1.25% | — | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.90% | -4.13% | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.77% | +0.38% | — | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.62% | +0.39% | — | |
| 5 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 2.59% | +0.57% | — | |
| 6 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 2.59% | +0.52% | — | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 2.54% | +0.16% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.23% | -0.25% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.67% | +0.38% | — | |
| 10 | ISCF | Ishares International Small | ETF-Other | 1.52% | +0.37% | — | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.41% | -0.22% | — | |
| 12 | IAU | Ishares Gold Trust | ETF-Commodities | 1.25% | +0.10% | — | |
| 13 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.20% | +0.50% | — | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.19% | +0.06% | — | |
| 15 | CGCP | Cap Group Core Plus Income | ETF-Other | 1.02% | +0.21% | — | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.01% | -0.08% | — | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.00% | -0.13% | — | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | -0.04% | — | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | -0.21% | — | |
| 20 | GM | General Motors Co | Stock-Consumer Disc | 0.77% | +0.07% | — | |
| 21 | MFEM | Pimco Rafi Dynamic Multi-fac | ETF-Other | 0.76% | +0.26% | — | |
| 22 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.66% | +0.22% | — | |
| 23 | COF | Capital One Financial CORP | Stock-Financials | 0.63% | +0.05% | — | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.59% | +0.10% | — | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.16% | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.23% | — | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | -0.24% | — | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.53% | -0.27% | — | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | -0.07% | — | |
| 30 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.50% | +0.14% | — | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.66% | EXIT | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.16% | — | |
| 33 | AXP | American Express Co | Stock-Financials | 0.43% | -0.01% | — | |
| 34 | LRCX | Lam Research CORP | Stock-Tech | 0.42% | +0.51% | — | |
| 35 | CGGR | Cap Group Growth Equity | ETF-Other | 0.41% | +0.13% | — | |
| 36 | KLAC | Kla CORP | Stock-Tech | 0.41% | +0.45% | — | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.41% | -0.15% | — | |
| 38 | UTHR | United Therapeutics CORP | Stock-Healthcare | 0.40% | +0.01% | — | |
| 39 | SYF | Synchrony Financial | Stock-Financials | 0.40% | +0.06% | — | |
| 40 | JBL | Jabil Inc | Stock-Tech | 0.39% | +0.22% | — | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.39% | +0.14% | — | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.38% | — | — | |
| 43 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.37% | +0.13% | — | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.37% | +0.05% | — | |
| 45 | GU9 | Guess? Inc | Stock-Other | 0.36% | — | — | |
| 46 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.36% | +0.08% | — | |
| 47 | BINV | Brandes International ETF | ETF-Other | 0.36% | +0.07% | — | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.35% | +0.03% | — | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.34% | -0.08% | — | |
| 50 | VST | Vistra CORP | Stock-Utilities | 0.34% | +0.03% | — |
According to official SEC Form 13F filings, Evolve Private Wealth, LLC reported a total U.S. public equity portfolio value of $1.6B across 924 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SGOV, NVDA) accounted for 16.7% of total reported equity market value during Q4 2025.
During Q4 2025, Evolve Private Wealth, LLC's top holdings by market value included AAPL (4.4%)、SGOV (3.9%)、NVDA (2.8%). The largest single position, AAPL, represented 4.4% of total portfolio value.
In Q4 2025, Evolve Private Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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