EVOLVE PRIVATE WEALTH, LLC — 13F holdings

EVOLVE PRIVATE WEALTH, LLC reported 1,003 holdings worth $1.64B in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

  1. HTRB HARTFORD FDS EXCHANGE TRADED — $51.1M (3.1%)
  2. BOND PIMCO ETF TR — $51.0M (3.1%)
  3. NVDA NVIDIA CORPORATION — $49.2M (3.0%)
  4. AAPL APPLE INC — $46.1M (2.8%)
  5. AGG ISHARES TR — $44.0M (2.7%)
  6. VCRB VANGUARD MALVERN FDS — $38.6M (2.4%)
  7. BND VANGUARD BD INDEX FDS — $33.3M (2.0%)
  8. GOOGL ALPHABET INC — $29.9M (1.8%)
  9. ISCF ISHARES TR — $29.8M (1.8%)
  10. MSFT MICROSOFT CORP — $27.7M (1.7%)