Evolve Private Wealth
$1.9B Assets Reported
1,068 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SGOV | ISHARES TR | 832,175 | $84M | 4.5% |
| AAPL | APPLE INC | 299,847 | $76M | 4.1% |
| NVDA | NVIDIA CORPORATION | 282,233 | $49M | 2.6% |
| BOND | PIMCO ETF TR | 526,533 | $49M | 2.6% |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 1,415,913 | $48M | 2.6% |
| AGG | ISHARES TR | 433,617 | $43M | 2.3% |
| MSFT | MICROSOFT CORP | 98,048 | $36M | 1.9% |
| VCRB | VANGUARD MALVERN FDS | 466,879 | $36M | 1.9% |
| BND | VANGUARD BD INDEX FDS | 476,895 | $35M | 1.9% |
| ISCF | ISHARES TR | 647,545 | $27M | 1.4% |
Track Evolve Private Wealth's 13F portfolio: $1.9B in reported holdings, 1,068 positions. Top holdings, AUM, and quarterly changes on SentiSense.