Evolve Private Wealth, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Evolve Private Wealth, LLC reported 922 stock positions worth $1.7 billion. Its top holding was Apple (AAPL) at 4.4% of the portfolio, followed by iShares 0-3 Month Treasury B (SGOV, 3.9%) and Nvidia (NVDA, 2.8%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0002111131
- Portfolio Value
- $1.7B (Q4 2025)
- SEC Filing
- 0001951757-26-000467 ↗ filed Feb 17, 2026
Holdings Value
Holdings 922 stocks · $1.7B
| AAPL Apple Inc. | 4.37% | 270,573 | $73.6M | — |
| SGOV iShares 0-3 Month Treasury B | 3.90% | 654,830 | $65.7M | — |
| NVDA Nvidia Corp. | 2.77% | 250,212 | $46.7M | — |
| AGG iShares Core U.S. Aggregate | 2.62% | 442,250 | $44.2M | — |
| HTRB Hartford TTL RTRN BND ETF | 2.59% | 1,269,349 | $43.7M | — |
| BOND PIMCO Active Bond Exchange-T | 2.59% | 466,565 | $43.6M | — |
| BND Vanguard Total Bond Market | 2.54% | 577,473 | $42.8M | — |
| MSFT Microsoft Corp. | 2.24% | 77,948 | $37.7M | — |
| GOOGL Alphabet Inc. Class A | 1.67% | 89,759 | $28.1M | — |
| ISCF iShares International Small | 1.52% | 616,511 | $25.6M | — |
| AMZN Amazon.com Inc. | 1.41% | 102,764 | $23.7M | — |
| IAU iShares Gold Trust | 1.25% | 260,335 | $21.1M | — |
| EMGF iShares Emerging Markets Equ | 1.20% | 349,393 | $20.2M | — |
| AVGO Broadcom Inc. | 1.19% | 58,069 | $20.1M | — |
| CGCP Cap Group Core Plus Income | 1.02% | 761,301 | $17.2M | — |
| META Meta Platforms Inc. Class A | 1.01% | 25,855 | $17.1M | — |
| TSLA Tesla Inc. | 1.00% | 37,552 | $16.9M | — |
| JPM JPMorgan Chase & Co. | 0.95% | 49,545 | $16.0M | — |
| GOOG Alphabet Inc. Class C | 0.79% | 42,385 | $13.3M | — |
| GM General Motors Co. | 0.77% | 160,195 | $13.0M | — |
| MFEM PIMCO Rafi Dynamic Multi-Fac filed as PIMCO EQUITY SER | 0.76% | 550,070 | $12.8M | — |
| SMLF iShares US Smallcap Equity F | 0.66% | 149,061 | $11.2M | — |
| COF Capital One Financial Corp. | 0.63% | 43,646 | $10.6M | — |
| IEMG iShares Core MSCI Emerging | 0.60% | 149,285 | $10.0M | — |
| WMT Walmart Inc. | 0.58% | 88,221 | $9.8M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.56% | 18,752 | $9.4M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.56% | 27,965 | $9.4M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.53% | 30,038 | $8.9M | — |
| JNJ Johnson & Johnson | 0.50% | 40,890 | $8.5M | — |
| LRGF iShares US Equity Factor ETF | 0.50% | 121,259 | $8.4M | — |
| XOM Exxon Mobil Corp. | 0.48% | 67,149 | $8.1M | — |
| COST Costco Wholesale Corp. | 0.47% | 9,240 | $8.0M | — |
| AXP American Express Co. | 0.43% | 19,667 | $7.3M | — |
| LRCX Lam Research Corp. | 0.42% | 41,550 | $7.1M | — |
| CGGR Cap Group Growth Equity | 0.41% | 156,938 | $7.0M | — |
| KLAC KLA Corp. | 0.41% | 5,649 | $6.9M | — |
| KO The Coca-Cola Co. | 0.41% | 97,820 | $6.8M | — |
| UTHR United Therapeutics Corp. | 0.41% | 14,020 | $6.8M | — |
| SYF Synchrony Financial | 0.40% | 80,034 | $6.7M | — |
| JBL Jabil Inc. | 0.40% | 29,208 | $6.7M | — |
| CAT Caterpillar Inc. | 0.39% | 11,415 | $6.5M | — |
| MRK Merck & Co. Inc. | 0.38% | 60,015 | $6.4M | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.37% | 134,631 | $6.3M | — |
| CSCO Cisco Systems Inc. | 0.37% | 81,676 | $6.3M | — |
| GES Guess? Inc. | 0.36% | 362,018 | $6.1M | — |
| SCHP Schwab U.S. Tips ETF | 0.36% | 228,456 | $6.1M | — |
| BINV Brandes International ETF | 0.36% | 149,665 | $6.0M | — |
| LLY Eli Lilly & Co. | 0.35% | 5,464 | $5.9M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 8,400 | $5.7M | — |
| VST Vistra Corp. | 0.34% | 35,417 | $5.7M | — |
| BMY Bristol-Myers Squibb Co. | 0.33% | 102,238 | $5.5M | — |
| QQQ Invesco QQQ Trust Series 1 | 0.32% | 8,826 | $5.4M | — |
| ABT Abbott Laboratories | 0.31% | 42,280 | $5.3M | — |
| SF Stifel Financial Corp. | 0.31% | 42,180 | $5.3M | — |
| SCHW Schwab (charles) Corp. | 0.31% | 52,153 | $5.2M | — |
| AXS Axis Capital Holdings Ltd. | 0.31% | 48,278 | $5.2M | — |
| CRM Salesforce Inc. | 0.30% | 18,786 | $5.0M | — |
| ORI Old Republic Intl Corp. | 0.29% | 108,844 | $5.0M | — |
| VGT Vanguard Info Tech ETF | 0.29% | 6,551 | $4.9M | — |
| DAL Delta Air Lines Inc. | 0.29% | 70,822 | $4.9M | — |
| QCOM Qualcomm Inc. | 0.29% | 28,089 | $4.8M | — |
| DHI D.R. Horton Inc. | 0.28% | 32,427 | $4.7M | — |
| ALSN Allison Transmission Holding | 0.27% | 46,717 | $4.6M | — |
| IVV iShares Core S&P 500 ETF | 0.27% | 6,601 | $4.5M | — |
| TOL Toll Brothers Inc. | 0.27% | 33,260 | $4.5M | — |
| UAL United Airlines Holdings Inc. | 0.26% | 38,525 | $4.3M | — |
| ORCL Oracle Corp. | 0.25% | 21,880 | $4.3M | — |
| INTF iShares International Equity | 0.25% | 112,643 | $4.3M | — |
| CVS CVS Health Corp. | 0.25% | 53,142 | $4.2M | — |
| MFDX PIMCO Rafi Dynamic Multi-Fac filed as PIMCO EQUITY SER | 0.25% | 107,324 | $4.2M | — |
| HPE Hewlett Packard Enterprise | 0.25% | 171,474 | $4.1M | — |
| AN Autonation Inc. | 0.24% | 19,743 | $4.1M | — |
| AYI Acuity Inc. | 0.24% | 11,307 | $4.1M | — |
| USMF Wisdomtree US Multifactor Fu | 0.24% | 79,306 | $4.1M | — |
| PEP Pepsico Inc. | 0.24% | 27,847 | $4.0M | — |
| MO Altria Group Inc. | 0.24% | 68,029 | $4.0M | — |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.23% | 133,298 | $3.9M | — |
| SNA Snap-on Inc. | 0.23% | 11,424 | $3.9M | — |
| FOX Fox Corp. Class B | 0.22% | 57,729 | $3.7M | — |
| PLTR Palantir Technologies Inc. Class A | 0.22% | 20,601 | $3.7M | — |
| HCA HCA Healthcare Inc. | 0.22% | 7,821 | $3.7M | — |
| VZ Verizon Communications Inc. | 0.21% | 87,530 | $3.6M | — |
| BCS Barclays PLC-Spons ADR | 0.21% | 138,559 | $3.5M | — |
| NRG NRG Energy Inc. | 0.21% | 21,852 | $3.5M | — |
| FPE FT-Preferred Secur & Inc. ETF | 0.20% | 187,861 | $3.4M | — |
| CB Chubb Ltd. | 0.20% | 10,886 | $3.4M | — |
| KR Kroger Co. | 0.20% | 54,412 | $3.4M | — |
| WSM Williams-Sonoma Inc. | 0.20% | 19,035 | $3.4M | — |
| BYD Boyd Gaming Corp. | 0.20% | 39,534 | $3.4M | — |
| HWM Howmet Aerospace Inc. | 0.20% | 16,346 | $3.4M | — |
| MTG Mgic Investment Corp. | 0.20% | 113,707 | $3.3M | — |
| COR Cencora Inc. | 0.20% | 9,819 | $3.3M | — |
| ACGL Arch Capital Group Ltd. | 0.19% | 33,834 | $3.2M | — |
| GE General Electric filed as GE AEROSPACE | 0.19% | 10,482 | $3.2M | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.19% | 35,304 | $3.2M | — |
| MET Metlife Inc. | 0.19% | 40,298 | $3.2M | — |
| TSM Taiwan Semiconductor-SP ADR | 0.19% | 10,421 | $3.2M | — |
| UNH Unitedhealth Group Inc. | 0.19% | 9,603 | $3.2M | — |
| VYM Vanguard High DVD Yield ETF | 0.19% | 22,046 | $3.2M | — |
| GILD Gilead Sciences Inc. | 0.19% | 25,666 | $3.2M | — |
Other holdings (2): bonds, preferreds, convertibles and warrants · $2.3M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 933 | $1.2M | — |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 879 | $1.1M | — |
Total filed on the 13F, all lines: $1.7B.
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.