EVOLVE PRIVATE WEALTH, LLC
CIK 2111131
13F filing for Q2 2026・No. 1,886
- Holdings
- US$1.64B
- Quarter change
- −US$234.98M
- Entries
- 1,003
- Net bought (estimate)
- −US$409.22M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 271
- Sold out 263
- Cut 492
- Added 235
- Corporate actions 0
- Unchanged 4
Largest holdings
1,002 stocks worth US$1.64B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| HARTFORD FDS EXCHANGE TRADEDTOTAL RTRN ETF | Added | 1,508,341 | US$51.08M | 3.12% |
| PIMCO ETF TRACTIVE BD ETF | Added | 553,056 | US$51M | 3.12% |
| NVDANvidiaCOM | Cut | 246,013 | US$49.23M | 3.01% |
| AAPLAppleCOM | Cut | 159,436 | US$46.13M | 2.82% |
| ISHARES TRCORE US AGGBD ET | Added | 444,989 | US$44.05M | 2.69% |
| VANGUARD MALVERN FDSCORE BD ETF | Added | 499,984 | US$38.62M | 2.36% |
| VANGUARD BD INDEX FDSTOTAL BND MRKT | Cut | 453,903 | US$33.32M | 2.04% |
| GOOGLAlphabetCAP STK CL A | Cut | 83,602 | US$29.88M | 1.83% |
| ISHARES TRINTERNATIONAL SL | Added | 688,053 | US$29.79M | 1.82% |
| MSFTMicrosoftCOM | Cut | 74,193 | US$27.68M | 1.69% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.