EVOLVE PRIVATE WEALTH, LLC

Q1 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
3/31/2026
Date filed
4/16/2026
Form type
13F-HR
Num holdings
994
Total value ($000)
$1,870,971
Net value change ($000)
+183,785 (10.9%)
New positions
147
Sold out positions
77
Turnover %
9.1%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VCRB 36,127 NEW
SGOV 18,035 27.4%
TAFI 7,962 NEW
IVV 7,786 172.2%
VPLS 7,238 NEW
VTI 6,007 64.1%
VUG 5,653 791.7%
EPD 5,196 799.4%
VLO 5,093 688.2%
BOND 4,974 11.4%
Top Reduces (Value $000, Stocks/ETFs)
BND -7,654 -17.9%
TSLA -6,507 -38.5%
GES -6,064 -100.0%
COF -3,840 -36.3%
KO -3,726 -54.5%
FPE -3,423 -100.0%
FOXA -3,344 -89.2%
ABT -3,161 -59.7%
MET -2,695 -84.7%
JPM -2,362 -14.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type