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CIK: 0002111131
Total reported value
$1.6B
$1.6B
994 檔
18.7%
During the Q1 2026 filing period, Evolve Private Wealth, LLC (CIK: 0002111131) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.6B across 994 reported positions.
In Q1 2026, Evolve Private Wealth, LLC displayed an active expansion posture, initiating 40 new positions and adding to 86 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 994 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.48% | -4.13% | +27.08% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.07% | -1.25% | +10.82% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.63% | +0.38% | +12.80% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 2.60% | +0.52% | +12.85% | |
| 5 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 2.55% | +0.57% | +11.55% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.30% | +0.39% | -1.95% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.94% | -0.25% | +25.79% | |
| 8 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.93% | +0.43% | — | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 1.88% | +0.16% | -17.42% | |
| 10 | ISCF | Ishares International Small | ETF-Other | 1.45% | +0.37% | +5.03% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.45% | +0.38% | +4.78% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.27% | -0.22% | +11.41% | |
| 13 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.17% | +0.50% | +4.00% | |
| 14 | IAU | Ishares Gold Trust | ETF-Commodities | 1.13% | +0.10% | -7.60% | |
| 15 | CGCP | Cap Group Core Plus Income | ETF-Other | 1.10% | +0.21% | +20.80% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.05% | +0.06% | +8.98% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.87% | -0.08% | +10.33% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.82% | -0.24% | +71.47% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | -0.21% | +19.01% | |
| 20 | MFEM | Pimco Rafi Dynamic Multi-fac | ETF-Other | 0.75% | +0.26% | +2.11% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | -0.04% | -6.67% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.69% | +0.10% | +24.08% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | -0.66% | EXIT | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | -0.42% | +185.43% | |
| 25 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.59% | +0.22% | -1.88% | |
| 26 | GM | General Motors Co | Stock-Consumer Disc | 0.57% | +0.07% | -10.33% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | -0.07% | +5.73% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.55% | -0.13% | -25.63% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.23% | +12.65% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.52% | -0.16% | -11.45% | |
| 31 | LRCX | Lam Research CORP | Stock-Tech | 0.46% | +0.51% | -3.73% | |
| 32 | TAFI | AB Tax Aware Short Dur Muni | ETF-Other | 0.43% | -0.42% | — | |
| 33 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.42% | +0.14% | -1.18% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.41% | — | +7.21% | |
| 35 | UTHR | United Therapeutics CORP | Stock-Healthcare | 0.41% | +0.01% | -7.90% | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.41% | -0.27% | +4.12% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.39% | +0.03% | +44.73% | |
| 38 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 0.39% | +0.05% | — | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.39% | -0.16% | -21.40% | |
| 40 | KLAC | Kla CORP | Stock-Tech | 0.38% | +0.45% | -15.15% | |
| 41 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.36% | +0.08% | +12.24% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.36% | +0.05% | +6.69% | |
| 43 | COF | Capital One Financial CORP | Stock-Financials | 0.36% | +0.05% | -15.38% | |
| 44 | JBL | Jabil Inc | Stock-Tech | 0.35% | +0.22% | -14.85% | |
| 45 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.34% | +0.13% | -1.79% | |
| 46 | VUG | Vanguard Growth ETF | ETF-Other | 0.34% | -0.33% | +895.70% | |
| 47 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.34% | +0.01% | +1.37% | |
| 48 | AXP | American Express Co | Stock-Financials | 0.33% | -0.01% | +4.60% | |
| 49 | CGGR | Cap Group Growth Equity | ETF-Other | 0.33% | +0.13% | -1.68% | |
| 50 | BINV | Brandes International ETF | ETF-Other | 0.32% | +0.07% | -2.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +0.6% | +27.08% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.4% | +185.43% | Add |
| 3 | VUG | Vanguard Growth ETF | +0.3% | +895.70% | Add |
| 4 | EPD | Enterprise Products Partners | +0.3% | +662.02% | Add |
| 5 | VLO | Valero Energy CORP | +0.3% | +419.27% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +71.47% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.2% | +8.69% | Add |
| 8 | CVX | Chevron CORP | +0.2% | +78.22% | Add |
| 9 | MU | Micron Technology Inc | +0.1% | +77.99% | Add |
| 10 | EXPE | Expedia Group Inc | +0.1% | +182.21% | Add |
| 11 | OMC | Omnicom Group | +0.1% | +320.24% | Add |
| 12 | MTCH | Match Group Inc | +0.1% | +319.36% | Add |
| 13 | DLTR | Dollar Tree Inc | +0.1% | +1040.51% | Add |
| 14 | FLS | Flowserve CORP | +0.1% | +375.36% | Add |
| 15 | IEMG | Ishares Core Msci Emerging | +0.1% | +24.08% | Add |
| 16 | INGR | Ingredion Inc | +0.1% | +675.35% | Add |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | +78.14% | Add |
| 18 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +262.14% | Add |
| 19 | CGCP | Cap Group Core Plus Income | +0.1% | +20.80% | Add |
| 20 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +56.51% | Add |
| 21 | ERIC | Ericsson (lm) Tel-sp Adr | +0.1% | +940.26% | Add |
| 22 | LMT | Lockheed Martin CORP | +0.1% | +62.96% | Add |
| 23 | GEV | GE Vernova Inc | +0.1% | +43.61% | Add |
| 24 | JNJ | Johnson & Johnson | +0.1% | +5.73% | Add |
| 25 | STX | Seagate Technology Holdings plc | +0.1% | +238.21% | Add |
| 26 | PG | Procter & Gamble Co/the | +0.1% | +68.92% | Add |
| 27 | FANG | Diamondback Energy Inc | +0.1% | +202.36% | Add |
| 28 | SU | Suncor Energy Inc | +0.1% | +35.10% | Add |
| 29 | BX | Blackstone Inc | +0.1% | +138.03% | Add |
| 30 | NOC | Northrop Grumman CORP | +0.1% | +153.32% | Add |
| 31 | LRCX | Lam Research CORP | 0% | -3.73% | Trim |
| 32 | LLY | Eli Lilly & Co | 0% | +44.73% | Add |
| 33 | FIX | Comfort Systems USA Inc | 0% | +2.01% | Add |
| 34 | NEM | Newmont CORP | 0% | +70.21% | Add |
| 35 | FTI | TechnipFMC plc | 0% | +0.66% | Add |
| 36 | APA | Apa CORP | 0% | +9.87% | Add |
| 37 | IMO | Imperial Oil LTD | 0% | +15.46% | Add |
| 38 | MPC | Marathon Petroleum CORP | 0% | +6.66% | Add |
| 39 | MRK | Merck & Co. Inc. | 0% | +7.21% | Add |
| 40 | NFLX | Netflix Inc | 0% | +31.52% | Add |
| 41 | GD | General Dynamics CORP | 0% | +37.52% | Add |
| 42 | SHEL | Shell Plc-adr | 0% | +16.93% | Add |
| 43 | ASML | ASML Holding N.V. | 0% | +9.76% | Add |
| 44 | HON | Honeywell International Inc | 0% | +56.10% | Add |
| 45 | WDC | Western Digital CORP | 0% | +4.49% | Add |
| 46 | RTX | Rtx CORP | 0% | +31.73% | Add |
| 47 | VRT | Vertiv Holdings Co-a | 0% | +11.21% | Add |
| 48 | XLK | Ss Technology Select Sector | 0% | +66.70% | Add |
| 49 | V | Visa Inc-class A Shares | 0% | +54.12% | Add |
| 50 | T | At&t Inc | 0% | +42.95% | Add |
According to official SEC Form 13F filings, Evolve Private Wealth, LLC reported a total U.S. public equity portfolio value of $1.6B across 994 disclosed positions in Q1 2026.
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 SGOV, AAPL, NVDA) accounted for 18.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
VCRB
市值: $36.1M
Top Position Liquidated / Trimmed
GU9
前期市值: $6.1M
During Q1 2026, Evolve Private Wealth, LLC's top holdings by market value included SGOV (4.5%)、AAPL (4.1%)、NVDA (2.6%). The largest single position, SGOV, represented 4.5% of total portfolio value.
In Q1 2026, Evolve Private Wealth, LLC made 200 total portfolio adjustments, initiating 40 new buys, adding to 86 positions, trimming 54 holdings, and fully liquidating 20 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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