account_balance
Investment manager · 13F filer · SEC CIK 2111131
Evolve Private Wealth, LLC
Reported value$1.64Bas of Jun 30, 2026
Positions1,003 272 new, 263 sold out
Top 10 weight24.5%HTRB alone is 3%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
HTRBHartford FDS Exchange Traded
3.1%Added +7%
BONDPimco ETF Tr
3.1%Added +5%
NVDANvidia Corporation
3.0%Trimmed −13%
AAPLApple Inc
2.8%Trimmed −47%
AGGiShares Tr
2.7%Added +3%
VCRBVanguard Malvern FDS
2.4%Added +7%
BNDVanguard Bd Index FDS
2.0%Trimmed −5%
GOOGLAlphabet Inc
1.8%Trimmed −11%
ISCFiShares Tr
1.8%Added +6%
MSFTMicrosoft Corp
1.7%Trimmed −24%
EMGFiShares Inc
1.7%Added +3%
CGCP1.3%
HTRB3.1%
BOND3.1%
NVDA3.0%AAPL2.8%AGG2.7%
VCRBVanguard Malvern FDS
2.4%Added +7%
BND2.0%
GOOGL1.8%ISCF1.8%
MSFT1.7%EMGF1.7%
CGCP1.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
HTRB Hartford FDS Exchange Traded 3.1% Added +7%
BOND Pimco ETF Tr 3.1% Added +5%
NVDA Nvidia Corporation 3.0% Trimmed −13%AAPL Apple Inc 2.8% Trimmed −47%AGG iShares Tr 2.7% Added +3%
VCRB Vanguard Malvern FDS 2.4% Added +7%
BND Vanguard Bd Index FDS 2.0% Trimmed −5%
GOOGL Alphabet Inc 1.8% Trimmed −11%ISCF iShares Tr 1.8% Added +6%
MSFT Microsoft Corp 1.7% Trimmed −24%EMGF iShares Inc 1.7% Added +3%
CGCP Capital GRP Fixed Incm ETF T 1.3% Added +5%
What changed