EVOLVE PRIVATE WEALTH, LLC
CIK: 0002111131SEC EDGAR →
Portfolio Value
$1.7B
Holdings
924
As of
Q4 2025
New Positions
924
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 270,573 | $73.0M | 4.33% |
| 2 | ISHARES TR | 654,830 | $65.0M | 3.85% |
| 3 | NVIDIA CORPORATION | 250,212 | $46.0M | 2.73% |
| 4 | ISHARES TR | 442,250 | $44.0M | 2.61% |
| 5 | PIMCO ETF TR | 466,565 | $43.0M | 2.55% |
| 6 | HARTFORD FDS EXCHANGE TRADED | 1,269,349 | $43.0M | 2.55% |
| 7 | VANGUARD BD INDEX FDS | 577,473 | $42.0M | 2.49% |
| 8 | MICROSOFT CORP | 77,948 | $37.0M | 2.19% |
| 9 | ALPHABET INC | 89,759 | $28.0M | 1.66% |
| 10 | ISHARES TR | 616,511 | $25.0M | 1.48% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 245 | $552.0M | 43.2% |
| Technology | 171 | $287.0M | 22.4% |
| Consumer Cyclical | 83 | $96.0M | 7.5% |
| Unknown | 65 | $79.0M | 6.2% |
| Communication Services | 27 | $69.0M | 5.4% |
| Healthcare | 75 | $65.0M | 5.1% |
| Industrials | 101 | $49.0M | 3.8% |
| Consumer Defensive | 32 | $36.0M | 2.8% |
| Energy | 40 | $19.0M | 1.5% |
| Utilities | 33 | $14.0M | 1.1% |
| Basic Materials | 23 | $7.0M | 0.5% |
| Real Estate | 29 | $6.0M | 0.5% |