EVOLVE PRIVATE WEALTH, LLC - Portfolio Stock Holdings
EVOLVE PRIVATE WEALTH, LLC disclosed 1250 stock positions in a recent SEC 13F filing. $1,633,033,533 of stock holdings were filed, with the largest holdings including BOND, HTRB, and NVDA. This filing represented positions held on June 30, 2026, and was filed on Aug. 12, 2026.We estimate the fund has a total AUM of $2,147,950,288 and has 17 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
1250Est. Stock Holding Value:
$1,633,033,533Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - EVOLVE PRIVATE WEALTH, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...