Evolve Private Wealth, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 16, 2026), Evolve Private Wealth, LLC reported 992 stock positions worth $1.9 billion. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 4.5% of the portfolio, followed by Apple (AAPL, 4.1%) and Nvidia (NVDA, 2.6%). Compared with Q4 2025, it opened 144 new positions, sold out of 74, added to 502 and reduced 321. The biggest buy was a new position in Vanguard Core Bond ETF (VCRB) and the biggest sale Vanguard Total Bond Market (BND, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0002111131
- Portfolio Value
- $1.9B (Q1 2026)
- SEC Filing
- 0001951757-26-000621 ↗ filed Apr 16, 2026
Holdings Value
Holdings 992 stocks · $1.9B
| SGOV iShares 0-3 Month Treasury B | 4.48% | 832,175 | $83.8M | Add +27.1% |
| AAPL Apple Inc. | 4.07% | 299,847 | $76.1M | Add +10.8% |
| NVDA Nvidia Corp. | 2.63% | 282,233 | $49.2M | Add +12.8% |
| BOND PIMCO Active Bond Exchange-T | 2.60% | 526,533 | $48.6M | Add +12.8% |
| HTRB Hartford TTL RTRN BND ETF | 2.56% | 1,415,913 | $47.8M | Add +11.6% |
| AGG iShares Core U.S. Aggregate | 2.30% | 433,617 | $43.0M | Reduce -1.9% |
| MSFT Microsoft Corp. | 1.94% | 98,048 | $36.3M | Add +25.8% |
| VCRB Vanguard Core Bond ETF | 1.93% | 466,879 | $36.1M | New |
| BND Vanguard Total Bond Market | 1.88% | 476,895 | $35.1M | Reduce -17.4% |
| ISCF iShares International Small | 1.45% | 647,545 | $27.1M | Add +5.0% |
| GOOGL Alphabet Inc. Class A | 1.45% | 94,046 | $27.0M | Add +4.8% |
| AMZN Amazon.com Inc. | 1.28% | 114,490 | $23.8M | Add +11.4% |
| EMGF iShares Emerging Markets Equ | 1.18% | 363,367 | $22.0M | Add +4.0% |
| IAU iShares Gold Trust | 1.13% | 240,561 | $21.2M | Reduce -7.6% |
| CGCP Cap Group Core Plus Income | 1.10% | 919,620 | $20.5M | Add +20.8% |
| AVGO Broadcom Inc. | 1.05% | 63,284 | $19.6M | Add +9.0% |
| META Meta Platforms Inc. Class A | 0.87% | 28,527 | $16.3M | Add +10.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.82% | 47,951 | $15.4M | Add +71.5% |
| GOOG Alphabet Inc. Class C | 0.77% | 50,443 | $14.5M | Add +19.0% |
| MFEM PIMCO Rafi Dynamic Multi-Fac filed as PIMCO EQUITY SER | 0.75% | 561,692 | $14.1M | Add +2.1% |
| JPM JPMorgan Chase & Co. | 0.73% | 46,242 | $13.6M | Reduce -6.7% |
| IEMG iShares Core MSCI Emerging | 0.69% | 185,240 | $12.9M | Add +24.1% |
| XOM Exxon Mobil Corp. | 0.66% | 72,984 | $12.4M | Add +8.7% |
| IVV iShares Core S&P 500 ETF | 0.66% | 18,841 | $12.3M | Add +185.4% |
| SMLF iShares US Smallcap Equity F | 0.59% | 146,252 | $11.0M | Reduce -1.9% |
| GM General Motors Co. | 0.57% | 143,650 | $10.7M | Reduce -10.3% |
| JNJ Johnson & Johnson | 0.57% | 43,235 | $10.6M | Add +5.7% |
| TSLA Tesla Inc. | 0.56% | 27,926 | $10.4M | Reduce -25.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.54% | 21,125 | $10.1M | Add +12.7% |
| WMT Walmart Inc. | 0.52% | 78,120 | $9.7M | Reduce -11.4% |
| LRCX Lam Research Corp. | 0.46% | 40,000 | $8.5M | Reduce -3.7% |
| TAFI AB Tax Aware Short Dur Muni filed as AB ACTIVE ETFS INC | 0.43% | 316,192 | $8.0M | New |
| LRGF iShares US Equity Factor ETF | 0.42% | 119,833 | $7.9M | Reduce -1.2% |
| MRK Merck & Co. Inc. | 0.41% | 64,340 | $7.7M | Add +7.2% |
| UTHR United Therapeutics Corp. | 0.41% | 12,913 | $7.7M | Reduce -7.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.41% | 31,276 | $7.6M | Add +4.1% |
| LLY Eli Lilly & Co. | 0.39% | 7,908 | $7.3M | Add +44.7% |
| VPLS Vanguard Core-Plus Bond ETF | 0.39% | 93,286 | $7.2M | New |
| COST Costco Wholesale Corp. | 0.39% | 7,263 | $7.2M | Reduce -21.4% |
| KLAC KLA Corp. | 0.38% | 4,793 | $7.1M | Reduce -15.2% |
| SCHP Schwab U.S. Tips ETF | 0.37% | 256,408 | $6.8M | Add +12.2% |
| CSCO Cisco Systems Inc. | 0.36% | 87,143 | $6.8M | Add +6.7% |
| COF Capital One Financial Corp. | 0.36% | 36,932 | $6.7M | Reduce -15.4% |
| JBL Jabil Inc. | 0.35% | 24,872 | $6.6M | Reduce -14.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.34% | 132,225 | $6.4M | Reduce -1.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.34% | 14,577 | $6.4M | Add +895.7% |
| BMY Bristol-Myers Squibb Co. | 0.34% | 103,634 | $6.3M | Add +1.4% |
| AXP American Express Co. | 0.33% | 20,572 | $6.2M | Add +4.6% |
| CGGR Cap Group Growth Equity | 0.33% | 154,294 | $6.2M | Reduce -1.7% |
| BINV Brandes International ETF | 0.32% | 145,894 | $6.0M | Reduce -2.5% |
| EPD Enterprise Products Partners | 0.31% | 154,492 | $5.8M | Add +662.0% |
| VLO Valero Energy Corp. | 0.31% | 23,606 | $5.8M | Add +419.3% |
| VGT Vanguard Info Tech ETF | 0.31% | 8,345 | $5.8M | Add +27.4% |
| CAT Caterpillar Inc. | 0.31% | 8,202 | $5.8M | Reduce -28.1% |
| SYF Synchrony Financial | 0.29% | 80,966 | $5.5M | Add +1.2% |
| MU Micron Technology Inc. | 0.29% | 16,252 | $5.5M | Add +78.0% |
| ALSN Allison Transmission Holding | 0.29% | 46,016 | $5.4M | Reduce -1.5% |
| CVX Chevron Corp. | 0.29% | 25,753 | $5.3M | Add +78.2% |
| VST Vistra Corp. | 0.28% | 35,205 | $5.3M | Reduce -0.6% |
| VYM Vanguard High DVD Yield ETF | 0.27% | 34,504 | $5.1M | Add +56.5% |
| VOO Vanguard S&P 500 ETF | 0.27% | 8,533 | $5.1M | Add +78.1% |
| SCHW Schwab (charles) Corp. | 0.27% | 53,793 | $5.1M | Add +3.1% |
| AXS Axis Capital Holdings Ltd. | 0.26% | 47,054 | $4.8M | Reduce -2.5% |
| DAL Delta Air Lines Inc. | 0.26% | 71,700 | $4.8M | Add +1.2% |
| EXPE Expedia Group Inc. | 0.25% | 20,003 | $4.6M | Add +182.2% |
| SF Stifel Financial Corp. | 0.25% | 62,285 | $4.6M | Reduce -1.6% |
| MO Altria Group Inc. | 0.24% | 67,807 | $4.5M | Reduce -0.3% |
| HPE Hewlett Packard Enterprise | 0.24% | 186,634 | $4.4M | Add +8.8% |
| TOL Toll Brothers Inc. | 0.24% | 32,561 | $4.4M | Reduce -2.1% |
| VZ Verizon Communications Inc. | 0.23% | 87,048 | $4.4M | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 6,639 | $4.3M | Reduce -21.0% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.23% | 11,707 | $4.3M | New |
| INTF iShares International Equity | 0.23% | 109,832 | $4.3M | Reduce -2.5% |
| DHI D.R. Horton Inc. | 0.23% | 30,701 | $4.2M | Reduce -5.3% |
| MFDX PIMCO Rafi Dynamic Multi-Fac filed as PIMCO EQUITY SER | 0.22% | 104,286 | $4.2M | Reduce -2.8% |
| ORI Old Republic Intl Corp. | 0.22% | 104,001 | $4.1M | Reduce -4.5% |
| SNA Snap-on Inc. | 0.22% | 11,326 | $4.1M | Reduce -0.9% |
| CVS CVS Health Corp. | 0.22% | 56,568 | $4.1M | Add +6.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.22% | 6,979 | $4.0M | Reduce -20.9% |
| ORCL Oracle Corp. | 0.21% | 26,869 | $4.0M | Add +22.8% |
| USMF Wisdomtree US Multifactor Fu | 0.21% | 79,527 | $3.9M | Add +0.3% |
| GILD Gilead Sciences Inc. | 0.21% | 27,939 | $3.9M | Add +8.9% |
| KR Kroger Co. | 0.21% | 53,301 | $3.9M | Reduce -2.0% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.21% | 130,649 | $3.9M | Reduce -2.0% |
| HWM Howmet Aerospace Inc. | 0.20% | 16,542 | $3.8M | Add +1.2% |
| AN Autonation Inc. | 0.20% | 19,141 | $3.7M | Reduce -3.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.20% | 40,395 | $3.7M | Add +14.4% |
| EXPD Expeditors Intl Wash Inc. | 0.20% | 25,696 | $3.7M | New |
| MPWR Monolithic Power Systems Inc. | 0.20% | 3,353 | $3.7M | Add +1.2% |
| PLTR Palantir Technologies Inc. Class A | 0.19% | 24,719 | $3.6M | Add +20.0% |
| HCA HCA Healthcare Inc. | 0.19% | 7,620 | $3.6M | Reduce -2.6% |
| UAL United Airlines Holdings Inc. | 0.19% | 38,943 | $3.6M | Add +1.1% |
| NVS Novartis AG-Sponsored ADR | 0.18% | 22,574 | $3.4M | Add +10.1% |
| PEP Pepsico Inc. | 0.18% | 21,942 | $3.4M | Reduce -21.2% |
| WSM Williams-Sonoma Inc. | 0.18% | 18,592 | $3.4M | Reduce -2.3% |
| QCOM Qualcomm Inc. | 0.18% | 26,263 | $3.4M | Reduce -6.5% |
| CB Chubb Ltd. | 0.18% | 10,310 | $3.4M | Reduce -5.3% |
| UGI Ugi Corp. | 0.18% | 91,800 | $3.3M | Add +29.2% |
| GE General Electric filed as GE AEROSPACE | 0.18% | 11,564 | $3.3M | Add +10.3% |
| CRM Salesforce Inc. | 0.17% | 17,490 | $3.3M | Reduce -6.9% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $2.4M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 1,074 | $1.2M | Add +22.2% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 933 | $1.1M | No change |
Total filed on the 13F, all lines: $1.9B.
Portfolio Sells Q4 2025 → Q1 2026
| BND Vanguard Total Bond Market | Reduce -17.4% | 1.88% | −0.66 |
| TSLA Tesla Inc. | Reduce -25.6% | 0.56% | −0.45 |
| GES Guess? Inc. | Sold out | 0.00% | −0.36 |
| AGG iShares Core U.S. Aggregate | Reduce -1.9% | 2.30% | −0.32 |
| COF Capital One Financial Corp. | Reduce -15.4% | 0.36% | −0.27 |
| KO The Coca-Cola Co. | Reduce -58.1% | 0.17% | −0.24 |
| JPM JPMorgan Chase & Co. | Reduce -6.7% | 0.73% | −0.22 |
| FPE FT-Preferred Secur & Inc. ETF | Sold out | 0.00% | −0.20 |
| FOX Fox Corp. Class B | Reduce -86.8% | 0.02% | −0.20 |
| GM General Motors Co. | Reduce -10.3% | 0.57% | −0.20 |
| ABT Abbott Laboratories | Reduce -50.8% | 0.11% | −0.20 |
| MET Metlife Inc. | Reduce -83.0% | 0.03% | −0.16 |
| TEAM Atlassian Corp. Class A | Reduce -72.7% | 0.02% | −0.13 |
| RJF Raymond James Financial Inc. | Reduce -89.8% | 0.01% | −0.13 |
| TMUS T-Mobile US Inc. | Reduce -66.9% | 0.06% | −0.12 |
| SAP Sap SE-Sponsored ADR | Reduce -79.8% | 0.02% | −0.12 |
| CRM Salesforce Inc. | Reduce -6.9% | 0.17% | −0.12 |
| IAU iShares Gold Trust | Reduce -7.6% | 1.13% | −0.12 |
| G Genpact Ltd. | Reduce -80.3% | 0.02% | −0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -21.0% | 0.23% | −0.11 |
| ASGI Abrdn Global Infrastructure | Sold out | 0.00% | −0.11 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -20.9% | 0.22% | −0.11 |
| QCOM Qualcomm Inc. | Reduce -6.5% | 0.18% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -21.4% | 0.39% | −0.09 |
| MFC Manulife Financial Corp. | Sold out | 0.00% | −0.08 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Reduce -69.8% | 0.03% | −0.08 |
| CGGR Cap Group Growth Equity | Reduce -1.7% | 0.33% | −0.08 |
| ACN Accenture PLC Class A | Reduce -64.2% | 0.03% | −0.08 |
| AYI Acuity Inc. | Reduce -3.7% | 0.16% | −0.08 |
| CAT Caterpillar Inc. | Reduce -28.1% | 0.31% | −0.08 |
| LRGF iShares US Equity Factor ETF | Reduce -1.2% | 0.42% | −0.08 |
| ORI Old Republic Intl Corp. | Reduce -4.5% | 0.22% | −0.07 |
| SMLF iShares US Smallcap Equity F | Reduce -1.9% | 0.59% | −0.07 |
| FDS Factset Research Systems Inc. | Sold out | 0.00% | −0.07 |
| CNC Centene Corp. | Reduce -20.9% | 0.09% | −0.07 |
| SF Stifel Financial Corp. | Reduce -1.6% | 0.25% | −0.07 |
| RBLX Roblox Corp. Class A | Reduce -51.9% | 0.03% | −0.06 |
| WMT Walmart Inc. | Reduce -11.4% | 0.52% | −0.06 |
| ZM Zoom Communications Inc. | Reduce -45.6% | 0.05% | −0.06 |
| PEP Pepsico Inc. | Reduce -21.2% | 0.18% | −0.06 |
| MEDP Medpace Holdings Inc. | Reduce -28.7% | 0.07% | −0.06 |
| VST Vistra Corp. | Reduce -0.6% | 0.28% | −0.06 |
| SNOW Snowflake Inc. | Reduce -23.2% | 0.05% | −0.06 |
| AXS Axis Capital Holdings Ltd. | Reduce -2.5% | 0.26% | −0.05 |
| ADT Adt Inc. | Reduce -5.2% | 0.12% | −0.05 |
| DHI D.R. Horton Inc. | Reduce -5.3% | 0.23% | −0.05 |
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −0.05 |
| CNO Cno Financial Group Inc. | Sold out | 0.00% | −0.05 |
| ESTC Elastic NV | Sold out | 0.00% | −0.05 |
| MTG Mgic Investment Corp. | Reduce -6.7% | 0.15% | −0.05 |
Portfolio Buys Q4 2025 → Q1 2026
| VCRB Vanguard Core Bond ETF | New | 1.93% | +1.93 |
| SGOV iShares 0-3 Month Treasury B | Add +27.1% | 4.48% | +0.58 |
| TAFI AB Tax Aware Short Dur Muni | New | 0.43% | +0.43 |
| IVV iShares Core S&P 500 ETF | Add +185.4% | 0.66% | +0.39 |
| VPLS Vanguard Core-Plus Bond ETF | New | 0.39% | +0.39 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +895.7% | 0.34% | +0.30 |
| EPD Enterprise Products Partners | Add +662.0% | 0.31% | +0.27 |
| VLO Valero Energy Corp. | Add +419.3% | 0.31% | +0.27 |
| VTI VG Morningstar TS MKT ETF-US | Add +71.5% | 0.82% | +0.27 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | New | 0.23% | +0.23 |
| EXPD Expeditors Intl Wash Inc. | New | 0.20% | +0.20 |
| XOM Exxon Mobil Corp. | Add +8.7% | 0.66% | +0.18 |
| CF CF Industries Holdings Inc. | New | 0.17% | +0.17 |
| VGHY Vanguard High-Yield Act ETF | New | 0.17% | +0.17 |
| IDEV iShares Core MSCI Dev MKTS | New | 0.16% | +0.16 |
| CVX Chevron Corp. | Add +78.2% | 0.29% | +0.15 |
| MU Micron Technology Inc. | Add +78.0% | 0.29% | +0.14 |
| VIGI Vanguard Int Div App Indx FD | New | 0.13% | +0.13 |
| EXPE Expedia Group Inc. | Add +182.2% | 0.25% | +0.13 |
| IWF iShares Russell 1000 Growth | New | 0.13% | +0.13 |
| VTEC Vanguard Ca Tax-Ex Bond | New | 0.12% | +0.12 |
| OMC Omnicom Group | Add +320.2% | 0.17% | +0.12 |
| DLTR Dollar Tree Inc. | Add +1040.5% | 0.13% | +0.12 |
| IWD iShares Russell 1000 Value E | New | 0.12% | +0.12 |
| MTCH Match Group Inc. | Add +319.4% | 0.16% | +0.11 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.11% | +0.11 |
| FLS Flowserve Corp. | Add +375.4% | 0.14% | +0.11 |
| IUSV iShares Core S&P U.S. Value | New | 0.11% | +0.11 |
| VXF Vanguard Extended Market ETF | New | 0.11% | +0.11 |
| IUSG iShares Core S&P U.S. Growth | New | 0.10% | +0.10 |
| INGR Ingredion Inc. | Add +675.4% | 0.12% | +0.10 |
| IEMG iShares Core MSCI Emerging | Add +24.1% | 0.69% | +0.10 |
| VOO Vanguard S&P 500 ETF | Add +78.1% | 0.27% | +0.09 |
| VWO Vanguard Ftse Emerging Marke | New | 0.09% | +0.09 |
| IEFA iShares Core MSCI Eafe ETF | Add +262.1% | 0.13% | +0.09 |
| VYM Vanguard High DVD Yield ETF | Add +56.5% | 0.27% | +0.09 |
| HRL Hormel Foods Corp. | New | 0.09% | +0.09 |
| ERIC Ericsson (lm) Tel-SP ADR | Add +940.3% | 0.09% | +0.08 |
| CGCP Cap Group Core Plus Income | Add +20.8% | 1.10% | +0.08 |
| LMT Lockheed Martin Corp. | Add +63.0% | 0.16% | +0.07 |
| JNJ Johnson & Johnson | Add +5.7% | 0.57% | +0.06 |
| STX Seagate Technology Holdings | Add +238.2% | 0.08% | +0.06 |
| GEV GE Vernova Inc. | Add +43.6% | 0.15% | +0.06 |
| FANG Diamondback Energy Inc. | Add +202.4% | 0.07% | +0.05 |
| PG The Procter & Gamble Co. | Add +68.9% | 0.15% | +0.05 |
| VCRM Vanguard Core Tax-Ex Bond | New | 0.05% | +0.05 |
| SU Suncor Energy Inc. | Add +35.1% | 0.11% | +0.05 |
| DOW Dow Inc. | New | 0.04% | +0.04 |
| BX Blackstone Inc. | Add +138.0% | 0.12% | +0.04 |
| LAUR Laureate Education Inc. | New | 0.04% | +0.04 |
Notes & Other Activity Q4 2025 → Q1 2026
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +22.2% | 1,074 | $1.2M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.