EVOLVE PRIVATE WEALTH, LLC

Q3 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
863
Total value ($000)
$2,107,810
Net value change ($000)
+471,819 (28.8%)
New positions
194
Sold out positions
333
Turnover %
13.0%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
SGOV 94,776 1637.7%
AAPL 58,845 127.6%
MSFT 26,252 94.9%
NVDA 20,835 42.3%
AMZN 17,521 101.6%
XOM 12,402 NEW
SPACE EXPLORATION TECHN CORP 10,991 NEW
GOOG 10,112 109.4%
VGT 8,100 2563.3%
VUG 7,887 3459.2%
Top Reduces (Value $000, Stocks/ETFs)
KLAC -5,997 -44.2%
LRCX -3,378 -21.2%
AN -2,801 -77.8%
UGI -2,635 -78.6%
NFJ -2,483 -100.0%
JBL -2,434 -26.1%
FLEX -2,329 -37.0%
SPG -2,262 -79.3%
SMLF -2,098 -15.9%
QCOM -2,011 -56.0%
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