StockDriftsStockDriftsTop 50 Evolve Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HTRB | HARTFORD FDS EXCHANGE TRADED | 3.12% | 1.51M | $51.1M | +6.53%(+92.43K) | $34.16(-2.54%) | 2026-06-30 | |
| BOND | PIMCO ETF TR | 3.12% | 553.1K | $51.0M | +5.04%(+26.52K) | $93.10(-2.71%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.01% | 246.0K | $49.2M | -12.83%(-36.22K) | $185.85(+21.64%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.82% | 159.4K | $46.1M | -46.83%(-140.41K) | $263.20(+16.02%) | 2026-06-30 | |
| AGG | ISHARES TR | 2.69% | 445.0K | $44.0M | +2.62%(+11.37K) | $100.01(-2.60%) | 2026-06-30 | |
| VCRB | VANGUARD MALVERN FDS | 2.36% | 500.0K | $38.6M | +7.09%(+33.10K) | $77.61(-2.02%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 2.04% | 453.9K | $33.3M | -4.82%(-22.99K) | $74.22(-2.65%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.83% | 83.6K | $29.9M | -11.11%(-10.44K) | $279.06(+23.53%) | 2026-06-30 | |
| ISCF | ISHARES TR | 1.82% | 688.1K | $29.8M | +6.26%(+40.51K) | $41.36(+10.74%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.69% | 74.2K | $27.7M | -24.33%(-23.86K) | $485.64(+0.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +1.01% |
| Top 20 Holdings Unweighted | — | — | — | — | +1.48% |
Evolve Private Wealth LLC reports $1.64B in US-listed equity holdings across 1,003 positions in its most recent 13F filing. Its largest disclosed positions are HTRB (3.1%), BOND (3.1%) and NVDA (3.0%). The top 20 holdings account for 35.58% of reported assets. Its disclosed equity book has returned +1.01% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Evolve Private Wealth LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Evolve Private Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111131). View Evolve Private Wealth LLC’s 13F filings on SEC