EVOLVE PRIVATE WEALTH, LLC
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,635,991
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 1,003 | 1,635,991 | 13F-HR | EVOLVE PRIVATE WEALTH, LLC |
| Q1 2026 | 4/16/2026 | 994 | 1,870,971 | 13F-HR | EVOLVE PRIVATE WEALTH, LLC |
| Q4 2025 | 2/17/2026 | 924 | 1,687,186 | 13F-HR | EVOLVE PRIVATE WEALTH, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.179 M | 72.1% | 0 | 83.75 K | -83.75 K |
| ETFs | 457.2 K | 27.9% | 0 | 151.3 K | -151.3 K |
| Debt | 20 | 0.0% | 20 | 0 | 20 |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
1,635,991
Holdings
1003
QoQ value change ($000)
-234,980
(-12.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.