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Evolve Private Wealth

Latest statistics and disclosures from Evolve Private Wealth's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002111131

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Portfolio Holdings for Evolve Private Wealth

Evolve Private Wealth holds 994 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Evolve Private Wealth has 994 total positions. Only the first 250 positions are shown.

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Download the Evolve Private Wealth March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV)	4.5	$84M	832k	100.66	View chart
Apple (AAPL)	4.1	$76M	300k	253.79	View chart
NVIDIA Corporation (NVDA)	2.6	$49M	282k	174.40	View chart
Pimco Etf Tr Active Bd Etf (BOND)	2.6	$49M	527k	92.28	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	2.6	$48M	1.4M	33.74	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.3	$43M	434k	99.27	View chart
Microsoft Corporation (MSFT)	1.9	$36M	98k	370.17	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	1.9	$36M	467k	77.38	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.9	$35M	477k	73.64	View chart
Ishares Tr International Sl (ISCF)	1.4	$27M	648k	41.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$27M	94k	287.56	View chart
Amazon (AMZN)	1.3	$24M	115k	208.27	View chart
Ishares Emng Mkts Eqt (EMGF)	1.2	$22M	363k	60.43	View chart
Ishares Gold Tr Ishares New (IAU)	1.1	$21M	241k	88.16	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	1.1	$21M	920k	22.34	View chart
Broadcom (AVGO)	1.0	$20M	63k	309.51	View chart
Meta Platforms Cl A (META)	0.9	$16M	29k	572.12	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$15M	48k	320.81	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$15M	50k	286.86	View chart
Pimco Equity Ser Rafi Dyn Emerg (MFEM)	0.8	$14M	562k	25.02	View chart
JPMorgan Chase & Co. (JPM)	0.7	$14M	46k	294.16	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$13M	185k	69.75	View chart
Exxon Mobil Corporation (XOM)	0.7	$12M	73k	169.66	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$12M	19k	653.20	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.6	$11M	146k	75.49	View chart
General Motors Company (GM)	0.6	$11M	144k	74.50	View chart
Johnson & Johnson (JNJ)	0.6	$11M	43k	244.44	View chart
Tesla Motors (TSLA)	0.6	$10M	28k	371.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$10M	21k	479.19	View chart
Wal-Mart Stores (WMT)	0.5	$9.7M	78k	124.28	View chart
Lam Research Corp Com New (LRCX)	0.5	$8.5M	40k	213.66	View chart
Ab Active Etfs Tax Aware Shrt (TAFI)	0.4	$8.0M	316k	25.18	View chart
Ishares Tr U S Equity Factr (LRGF)	0.4	$7.9M	120k	66.00	View chart
Merck & Co (MRK)	0.4	$7.7M	64k	120.29	View chart
United Therapeutics Corporation (UTHR)	0.4	$7.7M	13k	592.98	View chart
International Business Machines (IBM)	0.4	$7.6M	31k	242.39	View chart
Eli Lilly & Co. (LLY)	0.4	$7.3M	7.9k	919.71	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.4	$7.2M	93k	77.59	View chart
Costco Wholesale Corporation (COST)	0.4	$7.2M	7.3k	996.40	View chart
Kla Corp Com New (KLAC)	0.4	$7.1M	4.8k	1472.50	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$6.8M	256k	26.61	View chart
Cisco Systems (CSCO)	0.4	$6.8M	87k	77.59	View chart
Capital One Financial (COF)	0.4	$6.7M	37k	182.43	View chart
Jabil Circuit (JBL)	0.4	$6.6M	25k	265.63	View chart
Spdr Series Trust State Street Spd (SPSM)	0.3	$6.4M	132k	48.32	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$6.4M	15k	436.79	View chart
Bristol Myers Squibb (BMY)	0.3	$6.3M	104k	60.65	View chart
American Express Company (AXP)	0.3	$6.2M	21k	302.48	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.3	$6.2M	154k	40.19	View chart
2023 Etf Series Trust Brandes Internat (BINV)	0.3	$6.0M	146k	41.22	View chart
Enterprise Products Partners (EPD)	0.3	$5.8M	155k	37.84	View chart
Valero Energy Corporation (VLO)	0.3	$5.8M	24k	247.08	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$5.8M	8.3k	697.71	View chart
Caterpillar (CAT)	0.3	$5.8M	8.2k	708.43	View chart
Synchrony Financial (SYF)	0.3	$5.5M	81k	68.02	View chart
Micron Technology (MU)	0.3	$5.5M	16k	337.84	View chart
Allison Transmission Hldngs I (ALSN)	0.3	$5.4M	46k	117.06	View chart
Chevron Corporation (CVX)	0.3	$5.3M	26k	206.90	View chart
Vistra Energy (VST)	0.3	$5.3M	35k	150.33	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$5.1M	35k	148.10	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$5.1M	8.5k	597.56	View chart
Charles Schwab Corporation (SCHW)	0.3	$5.1M	54k	93.98	View chart
Axis Cap Hldgs SHS (AXS)	0.3	$4.8M	47k	101.41	View chart
Delta Air Lines Com New (DAL)	0.3	$4.8M	72k	66.48	View chart
Expedia Group Com New (EXPE)	0.2	$4.6M	20k	230.89	View chart
Stifel Financial (SF)	0.2	$4.6M	62k	73.92	View chart
Altria (MO)	0.2	$4.5M	68k	65.99	View chart
Hewlett Packard Enterprise (HPE)	0.2	$4.4M	187k	23.81	View chart
Toll Brothers (TOL)	0.2	$4.4M	33k	136.47	View chart
Verizon Communications (VZ)	0.2	$4.4M	87k	50.20	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$4.3M	6.6k	650.29	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$4.3M	12k	367.45	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.2	$4.3M	110k	38.96	View chart
D.R. Horton (DHI)	0.2	$4.2M	31k	137.22	View chart
Pimco Equity Ser Rafi Dyn Multi (MFDX)	0.2	$4.2M	104k	39.82	View chart
Old Republic International Corporation (ORI)	0.2	$4.1M	104k	39.90	View chart
Snap-on Incorporated (SNA)	0.2	$4.1M	11k	363.24	View chart
CVS Caremark Corporation (CVS)	0.2	$4.1M	57k	71.82	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$4.0M	7.0k	577.21	View chart
Oracle Corporation (ORCL)	0.2	$4.0M	27k	147.11	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.2	$3.9M	80k	49.38	View chart
Gilead Sciences (GILD)	0.2	$3.9M	28k	139.37	View chart
Kroger (KR)	0.2	$3.9M	53k	72.36	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.2	$3.9M	131k	29.49	View chart
Howmet Aerospace (HWM)	0.2	$3.8M	17k	230.46	View chart
AutoNation (AN)	0.2	$3.7M	19k	195.26	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$3.7M	40k	91.64	View chart
Expeditors International of Washington (EXPD)	0.2	$3.7M	26k	143.23	View chart
Monolithic Power Systems (MPWR)	0.2	$3.7M	3.4k	1093.39	View chart
Palantir Technologies Cl A (PLTR)	0.2	$3.6M	25k	146.28	View chart
Hca Holdings (HCA)	0.2	$3.6M	7.6k	473.21	View chart
Hldgs (UAL)	0.2	$3.6M	39k	92.07	View chart
Novartis Sponsored Adr (NVS)	0.2	$3.4M	23k	152.75	View chart
Pepsi (PEP)	0.2	$3.4M	22k	155.29	View chart
Williams-Sonoma (WSM)	0.2	$3.4M	19k	182.33	View chart
Qualcomm (QCOM)	0.2	$3.4M	26k	128.78	View chart
Chubb (CB)	0.2	$3.4M	10k	325.93	View chart
UGI Corporation (UGI)	0.2	$3.3M	92k	36.42	View chart
Ge Aerospace Com New (GE)	0.2	$3.3M	12k	283.77	View chart
salesforce (CRM)	0.2	$3.3M	18k	186.67	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$3.2M	9.6k	337.97	View chart
CF Industries Holdings (CF)	0.2	$3.2M	25k	129.84	View chart
AmerisourceBergen (COR)	0.2	$3.2M	10k	314.14	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.2	$3.2M	17k	191.74	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$3.2M	34k	94.24	View chart
Vanguard Fixed Income Secs F High-yield Actv (VGHY)	0.2	$3.2M	43k	74.41	View chart
Nrg Energy Com New (NRG)	0.2	$3.2M	22k	146.14	View chart
Netflix (NFLX)	0.2	$3.2M	33k	96.15	View chart
Arch Cap Group Ord (ACGL)	0.2	$3.1M	33k	95.99	View chart
Boyd Gaming Corporation (BYD)	0.2	$3.1M	38k	82.18	View chart
Omni (OMC)	0.2	$3.1M	41k	75.31	View chart
Coca-Cola Company (KO)	0.2	$3.1M	41k	76.05	View chart
Barclays Adr (BCS)	0.2	$3.1M	147k	21.16	View chart
Abbvie (ABBV)	0.2	$3.1M	14k	217.49	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$3.1M	37k	83.57	View chart
Acuity Brands (AYI)	0.2	$3.1M	11k	280.22	View chart
UnitedHealth (UNH)	0.2	$3.0M	11k	270.59	View chart
Lockheed Martin Corporation (LMT)	0.2	$3.0M	5.0k	604.35	View chart
Comfort Systems USA (FIX)	0.2	$3.0M	2.2k	1379.01	View chart
Edison International (EIX)	0.2	$3.0M	41k	73.18	View chart
Match Group (MTCH)	0.2	$3.0M	96k	30.71	View chart
Jones Lang LaSalle Incorporated (JLL)	0.2	$3.0M	9.7k	304.32	View chart
Simon Property (SPG)	0.2	$2.9M	16k	186.53	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$2.9M	2.2k	1320.87	View chart
Gabelli Dividend & Income Trust (GDV)	0.2	$2.9M	107k	26.93	View chart
Procter & Gamble Company (PG)	0.2	$2.9M	20k	144.44	View chart
Bank of America Corporation (BAC)	0.2	$2.8M	58k	48.75	View chart
Intel Corporation (INTC)	0.2	$2.8M	64k	44.13	View chart
Goldman Sachs (GS)	0.1	$2.8M	3.3k	846.06	View chart
MGIC Investment (MTG)	0.1	$2.8M	106k	26.25	View chart
FedEx Corporation (FDX)	0.1	$2.8M	7.8k	356.18	View chart
Flextronics Intl Ord (FLEX)	0.1	$2.8M	42k	65.46	View chart
Citigroup Com New (C)	0.1	$2.8M	24k	113.41	View chart
Emcor (EME)	0.1	$2.7M	3.7k	738.32	View chart
Visa Com Cl A (V)	0.1	$2.7M	9.0k	302.25	View chart
Ge Vernova (GEV)	0.1	$2.7M	3.1k	872.90	View chart
Boulder Growth & Income Fund (STEW)	0.1	$2.7M	159k	17.10	View chart
General Dynamics Corporation (GD)	0.1	$2.7M	7.9k	343.20	View chart
eBay (EBAY)	0.1	$2.7M	29k	91.02	View chart
Pulte (PHM)	0.1	$2.6M	22k	117.61	View chart
Williams Companies (WMB)	0.1	$2.6M	36k	72.78	View chart
Flowserve Corporation (FLS)	0.1	$2.6M	35k	73.51	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.6M	13k	192.90	View chart
Envista Hldgs Corp (NVST)	0.1	$2.6M	101k	25.37	View chart
PG&E Corporation (PCG)	0.1	$2.5M	143k	17.57	View chart
Central Securities (CET)	0.1	$2.5M	50k	49.66	View chart
Dollar Tree (DLTR)	0.1	$2.5M	23k	109.51	View chart
PNC Financial Services (PNC)	0.1	$2.4M	12k	208.09	View chart
J.B. Hunt Transport Services (JBHT)	0.1	$2.4M	11k	211.90	View chart
Technipfmc (FTI)	0.1	$2.4M	35k	69.13	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$2.4M	27k	88.46	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.4M	5.6k	426.41	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$2.4M	13k	181.42	View chart
Shell Spon Ads (SHEL)	0.1	$2.4M	26k	93.00	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.4M	4.8k	499.68	View chart
General American Investors (GAM)	0.1	$2.4M	40k	58.47	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$2.4M	26k	90.53	View chart
Reliance Steel & Aluminum (RS)	0.1	$2.3M	7.6k	303.91	View chart
Tortoise Energy Infrastructure closed end funds (TYG)	0.1	$2.3M	46k	49.85	View chart
Ingredion Incorporated (INGR)	0.1	$2.2M	20k	112.66	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.1	$2.2M	23k	99.08	View chart
Tapestry (TPR)	0.1	$2.2M	16k	141.11	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$2.2M	39k	56.86	View chart
Arcelormittal Sa Luxembourg Ny Registry Sh (MT)	0.1	$2.2M	43k	51.98	View chart
Morgan Stanley Com New (MS)	0.1	$2.2M	13k	164.57	View chart
TJX Companies (TJX)	0.1	$2.2M	14k	159.70	View chart
Nfj Dividend Interest (NFJ)	0.1	$2.2M	173k	12.61	View chart
Adt (ADT)	0.1	$2.2M	331k	6.57	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$2.2M	65k	33.67	View chart
GSK Sponsored Adr (GSK)	0.1	$2.2M	39k	55.19	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$2.2M	19k	114.99	View chart
Advanced Micro Devices (AMD)	0.1	$2.2M	11k	203.43	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.2M	10k	213.67	View chart
NetApp (NTAP)	0.1	$2.1M	21k	102.39	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$2.1M	63k	33.86	View chart
Abbott Laboratories (ABT)	0.1	$2.1M	21k	102.67	View chart
Home Depot (HD)	0.1	$2.1M	6.4k	328.90	View chart
United Parcel Svcs CL B (UPS)	0.1	$2.1M	21k	98.38	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$2.1M	11k	196.21	View chart
Natwest Group Spons Adr (NWG)	0.1	$2.1M	140k	14.90	View chart
Marathon Petroleum Corp (MPC)	0.1	$2.0M	8.3k	244.18	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.1	$2.0M	33k	61.35	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$2.0M	20k	102.25	View chart
Leidos Holdings (LDOS)	0.1	$2.0M	13k	155.52	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.0M	10k	191.92	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$2.0M	15k	132.90	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$2.0M	9.6k	205.79	View chart
Suncor Energy (SU)	0.1	$2.0M	30k	66.11	View chart
Mueller Industries (MLI)	0.1	$2.0M	18k	110.80	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$2.0M	13k	155.12	View chart
Tri-Continental Corporation (TY)	0.1	$1.9M	62k	31.59	View chart
Amgen (AMGN)	0.1	$1.9M	5.5k	351.84	View chart
Arista Networks Com Shs (ANET)	0.1	$1.9M	16k	122.78	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$1.9M	39k	49.69	View chart
Western Digital (WDC)	0.1	$1.9M	7.1k	270.50	View chart
Newmont Mining Corporation (NEM)	0.1	$1.9M	18k	108.25	View chart
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD)	0.1	$1.9M	204k	9.21	View chart
Morgan Stanley Etf Trust Calvert Internat (CVIE)	0.1	$1.9M	26k	72.69	View chart
Virtus Allianzgi Equity & Conv (NIE)	0.1	$1.9M	80k	23.36	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$1.9M	23k	82.49	View chart
Philip Morris International (PM)	0.1	$1.9M	11k	165.34	View chart
Royce Value Trust (RVT)	0.1	$1.8M	111k	16.60	View chart
Blackrock (BLK)	0.1	$1.8M	1.9k	961.85	View chart
Target Corporation (TGT)	0.1	$1.8M	15k	121.20	View chart
Adams Express Company (ADX)	0.1	$1.8M	82k	21.89	View chart
Imperial Oil Com New (IMO)	0.1	$1.8M	14k	130.82	View chart
Walt Disney Company (DIS)	0.1	$1.8M	19k	96.38	View chart
Thornburg Income Builder (TBLD)	0.1	$1.8M	84k	21.15	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$1.8M	3.8k	463.21	View chart
Hut 8 Corp (HUT)	0.1	$1.7M	37k	46.91	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.1	$1.7M	218k	7.94	View chart
Ciena Corp Com New (CIEN)	0.1	$1.7M	4.4k	388.23	View chart
Kinder Morgan (KMI)	0.1	$1.7M	51k	33.53	View chart
Honeywell International (HON)	0.1	$1.7M	7.5k	226.04	View chart
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC)	0.1	$1.7M	151k	11.27	View chart
Phillips 66 (PSX)	0.1	$1.7M	9.3k	182.18	View chart
Eaton Corp SHS (ETN)	0.1	$1.7M	4.7k	357.65	View chart
Wells Fargo & Company (WFC)	0.1	$1.7M	21k	79.61	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$1.7M	6.7k	250.58	View chart
McDonald's Corporation (MCD)	0.1	$1.7M	5.4k	310.78	View chart
American Electric Power Company (AEP)	0.1	$1.7M	13k	131.08	View chart
Centene Corporation (CNC)	0.1	$1.7M	51k	32.74	View chart
Cme (CME)	0.1	$1.7M	5.6k	295.36	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.7M	31k	54.05	View chart
Incyte Corporation (INCY)	0.1	$1.6M	18k	94.12	View chart
At&t (T)	0.1	$1.6M	56k	28.99	View chart
Apa Corporation (APA)	0.1	$1.6M	38k	42.44	View chart
Gabelli Healthcare & Wellnes SHS (GRX)	0.1	$1.6M	179k	9.05	View chart
Exelixis (EXEL)	0.1	$1.6M	38k	42.89	View chart
TTM Technologies (TTMI)	0.1	$1.6M	17k	97.42	View chart
Hormel Foods Corporation (HRL)	0.1	$1.6M	71k	22.65	View chart
3M Company (MMM)	0.1	$1.6M	11k	145.23	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.6M	3.7k	430.29	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	0.1	$1.6M	19k	80.06	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$1.5M	3.9k	391.71	View chart
Linde SHS (LIN)	0.1	$1.5M	3.0k	495.74	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$1.5M	1.9k	772.64	View chart
Nextera Energy (NEE)	0.1	$1.5M	16k	92.88	View chart
Illumina (ILMN)	0.1	$1.5M	12k	123.26	View chart
Sterling Construction Company (STRL)	0.1	$1.5M	3.6k	407.27	View chart
Millicom Intl Cellular S A Com Stk (TIGO)	0.1	$1.5M	20k	74.94	View chart
CSX Corporation (CSX)	0.1	$1.5M	36k	41.05	View chart
Neuberger Next Generation Common Stock (NBXG)	0.1	$1.4M	112k	12.87	View chart
Vulcan Materials Company (VMC)	0.1	$1.4M	5.3k	272.31	View chart
Sprott Focus Tr (FUND)	0.1	$1.4M	151k	9.54	View chart
Airbnb Com Cl A (ABNB)	0.1	$1.4M	11k	126.28	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.4M	4.8k	298.83	View chart
Globe Life (GL)	0.1	$1.4M	10k	139.17	View chart
Sandisk Corp (SNDK)	0.1	$1.4M	2.2k	635.34	View chart
Tenet Healthcare Corp Com New (THC)	0.1	$1.4M	7.4k	188.71	View chart

Past Filings by Evolve Private Wealth

SEC 13F filings are viewable for Evolve Private Wealth going back to 2026

Evolve Private Wealth 2026 Q1 filed April 16, 2026

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