EVOLVE PRIVATE WEALTH, LLC

Q1 2026 13F-HR Detailed 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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 2/17/2026 Next filing: — SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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 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