Holders — by stockHoldings — by fund
EVOLVE PRIVATE WEALTH, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002111131
$1.64B
disclosed book value
1,003
positions
3.1%
largest position share
Positions, as of 2026-06-30
top 100 of 1,003 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | HTRBHARTFORD FDS EXCHANGE TRADED | 1.5M | $51.1M | 3.1% |
| 2 | BONDPIMCO ETF TR | 553,056 | $51.0M | 3.1% |
| 3 | NVDANVIDIA CORPORATION | 246,013 | $49.2M | 3% |
| 4 | AAPLAPPLE INC | 159,436 | $46.1M | 2.8% |
| 5 | AGGISHARES TR | 444,989 | $44.0M | 2.7% |
| 6 | VCRBVANGUARD MALVERN FDS | 499,984 | $38.6M | 2.4% |
| 7 | BNDVANGUARD BD INDEX FDS | 453,903 | $33.3M | 2% |
| 8 | GOOGLALPHABET INC | 83,602 | $29.9M | 1.8% |
| 9 | ISCFISHARES TR | 688,053 | $29.8M | 1.8% |
| 10 | MSFTMICROSOFT CORP | 74,193 | $27.7M | 1.7% |
| 11 | EMGFISHARES INC | 373,728 | $27.4M | 1.7% |
| 12 | CGCPCAPITAL GRP FIXED INCM ETF T | 964,284 | $21.5M | 1.3% |
| 13 | IAUISHARES GOLD TR | 265,660 | $20.1M | 1.2% |
| 14 | AVGOBROADCOM INC | 48,201 | $18.2M | 1.1% |
| 15 | MUMICRON TECHNOLOGY INC | 15,484 | $17.9M | 1.1% |
| 16 | AMZNAMAZON COM INC | 72,380 | $17.3M | 1.1% |
| 17 | MFEMPIMCO EQUITY SER | 584,957 | $16.5M | 1% |
| 18 | LRCXLAM RESEARCH CORP | 36,784 | $15.9M | 1% |
| 19 | KLACKLA CORP | 44,949 | $13.6M | 0.8% |
| 20 | SMLFISHARES TR | 148,407 | $13.2M | 0.8% |
| 21 | IEMGISHARES INC | 155,768 | $12.9M | 0.8% |
| 22 | METAMETA PLATFORMS INC | 22,889 | $12.9M | 0.8% |
| 23 | JPMJPMORGAN CHASE & CO | 34,350 | $11.2M | 0.7% |
| 24 | GMGENERAL MTRS CO | 136,238 | $10.5M | 0.6% |
| 25 | VTIVANGUARD INDEX FDS | 25,688 | $9.5M | 0.6% |
| 26 | JBLJABIL INC | 24,169 | $9.3M | 0.6% |
| 27 | GOOGALPHABET INC | 26,163 | $9.2M | 0.6% |
| 28 | LRGFISHARES TR | 121,145 | $9.2M | 0.6% |
| 29 | JNJJOHNSON & JOHNSON | 31,341 | $8.0M | 0.5% |
| 30 | SPSMSPDR SERIES TRUST | 133,840 | $7.7M | 0.5% |
| 31 | CGGRCAPITAL GROUP GROWTH ETF | 157,861 | $7.5M | 0.5% |
| 32 | CATCATERPILLAR INC | 6,925 | $7.4M | 0.5% |
| 33 | VPLSVANGUARD MALVERN FDS | 93,051 | $7.2M | 0.4% |
| 34 | SCHPSCHWAB STRATEGIC TR | 269,956 | $7.2M | 0.4% |
| 35 | HPEHEWLETT PACKARD ENTERPRISE C | 153,551 | $6.9M | 0.4% |
| 36 | UTHRUNITED THERAPEUTICS CORP DEL | 12,735 | $6.9M | 0.4% |
| 37 | LLYELI LILLY & CO | 5,743 | $6.9M | 0.4% |
| 38 | TSLATESLA INC | 16,147 | $6.8M | 0.4% |
| 39 | COFCAPITAL ONE FINL CORP | 33,795 | $6.8M | 0.4% |
| 40 | CSCOCISCO SYS INC | 57,708 | $6.8M | 0.4% |
| 41 | MRKMERCK & CO INC | 51,984 | $6.7M | 0.4% |
| 42 | DALDELTA AIR LINES INC | 71,138 | $6.7M | 0.4% |
| 43 | BINV2023 ETF SERIES TRUST | 150,631 | $6.3M | 0.4% |
| 44 | FLEX LTD | 38,802 | $6.3M | 0.4% |
| 45 | WMTWALMART INC | 52,478 | $5.9M | 0.4% |
| 46 | SGOVISHARES TR | 57,481 | $5.8M | 0.4% |
| 47 | BMYBRISTOL-MYERS SQUIBB CO | 99,797 | $5.8M | 0.4% |
| 48 | SYFSYNCHRONY FINANCIAL | 74,730 | $5.7M | 0.3% |
| 49 | EXPEEXPEDIA GROUP INC | 21,306 | $5.5M | 0.3% |
| 50 | TOLTOLL BROTHERS INC | 32,003 | $5.3M | 0.3% |
| 51 | AXPAMERICAN EXPRESS CO | 15,292 | $5.2M | 0.3% |
| 52 | VSTVISTRA CORP | 32,163 | $5.1M | 0.3% |
| 53 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,039 | $5.0M | 0.3% |
| 54 | UALUNITED AIRLS HLDGS INC | 36,882 | $5.0M | 0.3% |
| 55 | CVSCVS HEALTH CORP | 48,096 | $5.0M | 0.3% |
| 56 | AXIS CAP HLDGS LTD | 46,061 | $5.0M | 0.3% |
| 57 | INTCINTEL CORP | 34,456 | $4.8M | 0.3% |
| 58 | VYMVANGUARD WHITEHALL FDS | 30,233 | $4.8M | 0.3% |
| 59 | ALSNALLISON TRANSMISSION HLDGS I | 41,877 | $4.7M | 0.3% |
| 60 | DHID R HORTON INC | 28,672 | $4.7M | 0.3% |
| 61 | CGXUCAPITAL GROUP INTL FOCUS EQT | 133,178 | $4.7M | 0.3% |
| 62 | MOALTRIA GROUP INC | 63,407 | $4.6M | 0.3% |
| 63 | INTFISHARES TR | 112,003 | $4.6M | 0.3% |
| 64 | UNHUNITEDHEALTH GROUP INC | 10,999 | $4.6M | 0.3% |
| 65 | USMFWISDOMTREE TR | 82,649 | $4.5M | 0.3% |
| 66 | VLOVALERO ENERGY CORP | 16,899 | $4.4M | 0.3% |
| 67 | MFDXPIMCO EQUITY SER | 104,286 | $4.3M | 0.3% |
| 68 | AYIACUITY INC | 11,511 | $4.3M | 0.3% |
| 69 | SNASNAP ON INC | 10,756 | $4.3M | 0.3% |
| 70 | ASML HLDG NV | 2,166 | $4.3M | 0.3% |
| 71 | SFSTIFEL FINL CORP | 60,043 | $4.2M | 0.3% |
| 72 | FIXCOMFORT SYS USA INC | 2,103 | $4.2M | 0.3% |
| 73 | WSMWILLIAMS SONOMA INC | 17,692 | $4.1M | 0.3% |
| 74 | DGDOLLAR GEN CORP | 35,660 | $4.1M | 0.3% |
| 75 | HWMHOWMET AEROSPACE INC | 15,027 | $4.0M | 0.2% |
| 76 | BCSBARCLAYS PLC | 149,149 | $4.0M | 0.2% |
| 77 | GEGE AEROSPACE | 10,589 | $4.0M | 0.2% |
| 78 | IVVISHARES TR | 5,249 | $3.9M | 0.2% |
| 79 | AMDADVANCED MICRO DEVICES INC | 6,762 | $3.9M | 0.2% |
| 80 | ORIOLD REP INTL CORP | 95,368 | $3.9M | 0.2% |
| 81 | COKECOCA COLA CONS INC | 20,291 | $3.9M | 0.2% |
| 82 | EXPDEXPEDITORS INTL WASH INC | 23,654 | $3.9M | 0.2% |
| 83 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 7,880 | $3.8M | 0.2% |
| 84 | COSTCOSTCO WHOLESALE CORPORATION | 3,937 | $3.7M | 0.2% |
| 85 | ANAUTONATION INC | 19,380 | $3.6M | 0.2% |
| 86 | QCOMQUALCOMM INC | 19,441 | $3.6M | 0.2% |
| 87 | NVSTENVISTA HOLDINGS CORPORATION | 136,015 | $3.6M | 0.2% |
| 88 | VYMIVANGUARD WHITEHALL FDS | 35,255 | $3.5M | 0.2% |
| 89 | NVSNOVARTIS AG | 21,893 | $3.4M | 0.2% |
| 90 | QQQINVESCO QQQ TR | 4,583 | $3.4M | 0.2% |
| 91 | JBHTHUNT J B TRANS SVCS INC | 11,629 | $3.4M | 0.2% |
| 92 | VZVERIZON COMMUNICATIONS INC | 79,297 | $3.4M | 0.2% |
| 93 | UGIUGI CORP NEW | 96,040 | $3.4M | 0.2% |
| 94 | WDCWESTERN DIGITAL CORP | 5,235 | $3.3M | 0.2% |
| 95 | ARWARROW ELECTRS INC | 15,541 | $3.3M | 0.2% |
| 96 | MTCHMATCH GROUP INC NEW | 86,101 | $3.3M | 0.2% |
| 97 | LAMRLAMAR ADVERTISING CO | 20,947 | $3.3M | 0.2% |
| 98 | BYDBOYD GAMING CORP | 36,400 | $3.2M | 0.2% |
| 99 | VGHYVANGUARD FIXED INCOME SECS F | 42,922 | $3.2M | 0.2% |
| 100 | HCAHCA HEALTHCARE INC | 8,224 | $3.2M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.