Evolve Private Wealth
$1.6B 13F equity value
1,265 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Evolve Private Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| HTRB | HARTFORD FDS EXCHANGE TRADED | 1,508,341 | $51M | 3.1% |
| BOND | PIMCO ETF TR | 553,056 | $51M | 3.1% |
| NVDA | NVIDIA CORPORATION | 246,013 | $49M | 3.0% |
| AAPL | APPLE INC | 159,436 | $46M | 2.8% |
| AGG | ISHARES TR | 444,989 | $44M | 2.7% |
| VCRB | VANGUARD MALVERN FDS | 499,984 | $39M | 2.4% |
| BND | VANGUARD BD INDEX FDS | 453,903 | $33M | 2.0% |
| GOOGL | ALPHABET INC | 83,602 | $30M | 1.8% |
| ISCF | ISHARES TR | 688,053 | $30M | 1.8% |
| MSFT | MICROSOFT CORP | 74,193 | $28M | 1.7% |
Track Evolve Private Wealth's 13F portfolio: $1.6B in reported holdings, 1,265 positions. Top holdings and quarterly changes on SentiSense.
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