13F filer
Evolve Private Wealth
13F Value
$1.64B
Positions
1,003
Top Position
HTRB3.1%
Top 5
14.8%
Latest filing changes
vs Mar 31, 2026Holdings1,003
| # | Trend (4Q) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | HTRB | 3.1% | $51.1M | +6.5% | 1.51M | 2.6% | ETF | |
| 2 | BOND | 3.1% | $51.0M | +5.0% | 553.1K | 2.6% | ETF | |
| 3 | NVDA | 3.0% | $49.2M | -12.8% | 246.0K | 2.6% | Common Stock | |
| 4 | AAPL | 2.8% | $46.1M | -46.8% | 159.4K | 4.1% | Common Stock | |
| 5 | AGG | 2.7% | $44.0M | +2.6% | 445.0K | 2.3% | ETF | |
| 6 | VCRB | 2.4% | $38.6M | +7.1% | 500.0K | 1.9% | ETF | |
| 7 | BND | 2.0% | $33.3M | -4.8% | 453.9K | 1.9% | ETF | |
| 8 | GOOGLFiling details
|
1.8% | $29.9M | -11.1% | 83.6K | 1.4% | Common Stock | |
| 9 | ISCF | 1.8% | $29.8M | +6.3% | 688.1K | 1.4% | ETF | |
| 10 | MSFT | 1.7% | $27.7M | -24.3% | 74.2K | 1.9% | Common Stock | |
| 11 | EMGF | 1.7% | $27.4M | +2.9% | 373.7K | 1.2% | ETF | |
| 12 | CGCP | 1.3% | $21.5M | +4.9% | 964.3K | 1.1% | ETF | |
| 13 | IAUFiling details
|
1.2% | $20.1M | +10.4% | 265.7K | 1.1% | ETF | |
| 14 | AVGO | 1.1% | $18.2M | -23.8% | 48.2K | 1.0% | Common Stock | |
| 15 | MU | 1.1% | $17.9M | -4.7% | 15.5K | 0.3% | Common Stock | |
| 16 | AMZN | 1.1% | $17.3M | -36.8% | 72.4K | 1.3% | Common Stock | |
| 17 | MFEM | 1.0% | $16.5M | +4.1% | 585.0K | 0.8% | ETF | |
| 18 | LRCXFiling details
|
1.0% | $15.9M | -8.0% | 36.8K | 0.5% | Common Stock | |
| 19 | KLAC | 0.8% | $13.6M | — | 44.9K | 0.4% | — | Common Stock |
| 20 | SMLF | 0.8% | $13.2M | +1.5% | 148.4K | 0.6% | ETF |
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing262
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.