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EVOLVE PRIVATE WEALTH, LLC
hedge fundUpdated 32 days agoManaged by Evolve Private Wealth, Llc • Latest filing Q2 2026
Portfolio value
$1.6B
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
51.2%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 3 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $1.7B |
| Q1 2026 | $1.9B |
| Q2 2026 | $1.6B |
Top holdings
1,003 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A HARTFORD FDS EXCHANGE TRADED | $51.1M | 1.51M | 3.12% | — |
| 2 | P PDI PIMCO ETF TR | $51M | 553.1K | 3.12% | — |
| 3 | N NVDA NVIDIA CORPORATION | $49.2M | 246.0K | 3.01% | — |
| 4 | A AAPL APPLE INC | $46.1M | 159.4K | 2.82% | — |
| 5 | E ETHA ISHARES TR | $44M | 445.0K | 2.69% | — |
| 6 | ? N/A VANGUARD MALVERN FDS | $38.6M | 500.0K | 2.36% | — |
| 7 | V VGES VANGUARD BD INDEX FDS | $33.3M | 453.9K | 2.04% | — |
| 8 | G GOOGN ALPHABET INC | $29.9M | 83.6K | 1.83% | — |
| 9 | E ETHA ISHARES TR | $29.8M | 688.1K | 1.82% | — |
| 10 | M MSFT MICROSOFT CORP | $27.7M | 74.2K | 1.69% | — |
| 11 | E ETHA ISHARES INC | $27.4M | 373.7K | 1.67% | — |
| 12 | C COF-PN CAPITAL GRP FIXED INCM ETF T | $21.5M | 964.3K | 1.31% | — |
| 13 | I IAU ISHARES GOLD TR | $20.1M | 265.7K | 1.23% | — |
| 14 | A AVGO BROADCOM INC | $18.2M | 48.2K | 1.11% | — |
| 15 | M MU MICRON TECHNOLOGY INC | $17.9M | 15.5K | 1.09% | — |
| 16 | A AMZN AMAZON COM INC | $17.3M | 72.4K | 1.05% | — |
| 17 | ? N/A PIMCO EQUITY SER | $16.5M | 585.0K | 1.01% | — |
| 18 | L LRCX LAM RESEARCH CORP | $15.9M | 36.8K | 0.97% | — |
| 19 | K KLAC KLA CORP | $13.6M | 44.9K | 0.83% | — |
| 20 | E ETHA ISHARES TR | $13.2M | 148.4K | 0.81% | — |