EVOLVE PRIVATE WEALTH, LLC - Portfolio Stock Holdings
EVOLVE PRIVATE WEALTH, LLC disclosed 1057 stock positions in a recent SEC 13F filing. $1,857,430,561 of stock holdings were filed, with the largest holdings including SGOV, AAPL, and BOND. This filing represented positions held on March 31, 2026, and was filed on April 16, 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:
March 31, 2026No. of Stocks:
1057Est. Stock Holding Value:
$1,857,430,561Top Stock Holdings By Sector
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Portfolio Stock Holdings - EVOLVE PRIVATE WEALTH, LLC
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