EVOLVE PRIVATE WEALTH, LLC
EVOLVE PRIVATE WEALTH, LLC reported 1,003 positions worth $1.64B as of June 30, 2026 (13F filed August 12, 2026). Largest holding: HTRB (3.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | HTRB | SH | $51.1M | 3.12% | 1,508,341 | — | — | |
| ▸ 2 | BOND | SH | $51.0M | 3.12% | 553,056 | — | — | |
| ▸ 3 | NVDA | SH | $49.2M | 3.01% | 246,013 | — | — | |
| ▸ 4 | AAPL | SH | $46.1M | 2.82% | 159,436 | — | — | |
| ▸ 5 | AGG | SH | $44.0M | 2.69% | 444,989 | — | — | |
| ▸ 6 | VCRB | SH | $38.6M | 2.36% | 499,984 | — | — | |
| ▸ 7 | BND | SH | $33.3M | 2.04% | 453,903 | — | — | |
| ▸ 8 | GOOGL | SH | $29.9M | 1.83% | 83,602 | — | — | |
| ▸ 9 | ISCF | SH | $29.8M | 1.82% | 688,053 | — | — | |
| ▸ 10 | MSFT | SH | $27.7M | 1.69% | 74,193 | — | — |
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Frequently Asked Questions
What stocks does EVOLVE PRIVATE WEALTH, LLC hold as of Q2 2026?
EVOLVE PRIVATE WEALTH, LLC reported 1003 positions worth $1.64B in its Q2 2026 13F filing. Largest positions: HTRB (3.1%), BOND (3.1%), NVDA (3.0%), AAPL (2.8%) and AGG (2.7%).
What did EVOLVE PRIVATE WEALTH, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did EVOLVE PRIVATE WEALTH, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.