EVOLVE PRIVATE WEALTH, LLC

Q1 2026 13F Detailed Holdings

Location
Los Angeles, CA
Holdings as of
3/31/2026
Value ($000)
$1,870,971
Num holdings
994
Date filed
4/16/2026
Form type
13F-HR
Prev filing
2/17/2026
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 AQR
2 Atlas Legacy
3 Hilton
4 Multi-Manager UMA
5 Parametric