EVOLVE PRIVATE WEALTH, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Los Angeles, CA
CIK
0002111131
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
994
1,870,971
SGOV, AAPL, NVDA, BOND
13F-HR
4/16/2026
000195175726000621
Q4 2025
924
1,687,185
AAPL, SGOV, NVDA, AGG
13F-HR
2/17/2026
000195175726000467