Evolve Private Wealth, LLC holds a diversified book of 994 stocks worth $1.9B as of Q1 2026 (disclosed Apr 16, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Core Bond ETF and trimmed Ishares Core U.S. Aggregate. Their largest long position is Ishares 0-3 Month Treasury B at 4% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2111131/holdings"
Use Arkolith to show EVOLVE PRIVATE WEALTH, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
63% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR 0-3 MNTH TREASRY | $83.8M | 832.2K | 4.5% | ▲+27% Added · +177K sh | |
| 2 | Apple Inc COM | $76.1M | 299.8K | 4.1% | ▲+11% Added · +29K sh | |
| 3 | Nvidia Corporation COM | $49.2M | 282.2K | 2.6% | ▲+13% Added · +32K sh | |
| 4 | Pimco ETF TR ACTIVE BD ETF | $48.6M | 526.5K | 2.6% | ▲+13% Added · +60K sh | |
| 5 | Hartford FDS Exchange Traded TOTAL RTRN ETF | $47.8M | 1.42M | 2.6% | ▲+12% Added · +147K sh | |
| 6 | Ishares TR CORE US AGGBD ET | $43.0M | 433.6K | 2.3% | ▼−1.9% Reduced · −9K sh | |
| 7 | Microsoft Corp COM | $36.3M | 98.0K | 1.9% | ▲+26% Added · +20K sh | |
| 8 | Vanguard Malvern FDS CORE BD ETF | $36.1M | 466.9K | 1.9% | ▲New New position | |
| 9 | Vanguard BD Index FDS TOTAL BND MRKT | $35.1M | 476.9K | 1.9% | ▼−17% Reduced · −101K sh | |
| 10 | Ishares TR INTERNATIONAL SL | $27.1M | 647.5K | 1.4% | ▲+5.0% Added · +31K sh | |
| 11 | Alphabet Inc CAP STK CL A | $27.0M | 94.0K | 1.4% | ▲+4.8% Added · +4K sh | |
| 12 | Amazon Com Inc COM | $23.8M | 114.5K | 1.3% | ▲+11% Added · +12K sh | |
| 13 | Ishares Inc EMNG MKTS EQT | $22.0M | 363.4K | 1.2% | ▲+4.0% Added · +14K sh | |
| 14 | Ishares Gold TR ISHARES NEW | $21.2M | 240.6K | 1.1% | ▼−7.6% Reduced · −20K sh | |
| 15 | Capital Grp Fixed Incm ETF T CORE PLUS INCM | $20.5M | 919.6K | 1.1% | ▲+21% Added · +158K sh | |
| 16 | Broadcom Inc COM | $19.6M | 63.3K | 1.0% | ▲+9.0% Added · +5K sh | |
| 17 | Meta Platforms Inc CL A | $16.3M | 28.5K | 0.9% | ▲+10% Added · +3K sh | |
| 18 | Vanguard Index FDS TOTAL STK MKT | $15.4M | 48.0K | 0.8% | ▲+71% Added · +20K sh | |
| 19 | Alphabet Inc CAP STK CL C | $14.5M | 50.4K | 0.8% | ▲+19% Added · +8K sh | |
| 20 | Pimco Equity Ser RAFI DYN EMERG | $14.1M | 561.7K | 0.8% | ▲+2.1% Added · +12K sh | |
| 21 | JPMorgan Chase & Co COM | $13.6M | 46.2K | 0.7% | ▼−6.7% Reduced · −3K sh | |
| 22 | Ishares Inc CORE MSCI EMKT | $12.9M | 185.2K | 0.7% | ▲+24% Added · +36K sh | |
| 23 | Exxon Mobil Corp COM | $12.4M | 73.0K | 0.7% | ▲+8.7% Added · +6K sh | |
| 24 | Ishares TR CORE S&P500 ETF | $12.3M | 18.8K | 0.7% | ▲+185% Added · +12K sh | |
| 25 | Ishares TR US SML CAP EQT | $11.0M | 146.3K | 0.6% | ▼−1.9% Reduced · −3K sh | |
| 26 | General MTRS Co COM | $10.7M | 143.7K | 0.6% | ▼−10% Reduced · −17K sh | |
| 27 | Johnson & Johnson COM | $10.6M | 43.2K | 0.6% | ▲+5.7% Added · +2K sh | |
| 28 | Tesla Inc COM | $10.4M | 27.9K | 0.6% | ▼−26% Reduced · −10K sh | |
| 29 | Berkshire Hathaway Inc Del CL B NEW | $10.1M | 21.1K | 0.5% | ▲+13% Added · +2K sh | |
| 30 | Walmart Inc COM | $9.7M | 78.1K | 0.5% | ▼−11% Reduced · −10K sh | |
| 31 | Lam Research Corp COM NEW | $8.5M | 40.0K | 0.5% | ▼−3.7% Reduced · −2K sh | |
| 32 | AB Active Etfs Inc TAX AWARE SHRT | $8.0M | 316.2K | 0.4% | ▲New New position | |
| 33 | Ishares TR U S EQUITY FACTR | $7.9M | 119.8K | 0.4% | ▼−1.2% Reduced · −1K sh | |
| 34 | Merck & Co Inc COM | $7.7M | 64.3K | 0.4% | ▲+7.2% Added · +4K sh | |
| 35 | United Therapeutics Corp Del COM | $7.7M | 12.9K | 0.4% | ▼−7.9% Reduced · −1K sh | |
| 36 | International Business Machs COM | $7.6M | 31.3K | 0.4% | ▲+4.1% Added · +1K sh | |
| 37 | Eli Lilly & Co COM | $7.3M | 7.9K | 0.4% | ▲+45% Added · +2K sh | |
| 38 | Vanguard Malvern FDS CORE-PLUS BD ETF | $7.2M | 93.3K | 0.4% | ▲New New position | |
| 39 | Costco Wholesale Corporation COM | $7.2M | 7.3K | 0.4% | ▼−21% Reduced · −2K sh | |
| 40 | Kla Corp COM NEW | $7.1M | 4.8K | 0.4% | ▼−15% Reduced · −856 sh | |
| 41 | Schwab Strategic TR US TIPS ETF | $6.8M | 256.4K | 0.4% | ▲+12% Added · +28K sh | |
| 42 | Cisco Sys Inc COM | $6.8M | 87.1K | 0.4% | ▲+6.7% Added · +5K sh | |
| 43 | Capital One Finl Corp COM | $6.7M | 36.9K | 0.4% | ▼−15% Reduced · −7K sh | |
| 44 | Jabil Inc COM | $6.6M | 24.9K | 0.4% | ▼−15% Reduced · −4K sh | |
| 45 | SPDR Series Trust STATE STREET SPD | $6.4M | 132.2K | 0.3% | ▼−1.8% Reduced · −2K sh | |
| 46 | Vanguard Index FDS GROWTH ETF | $6.4M | 14.6K | 0.3% | ▲+896% Added · +13K sh | |
| 47 | Bristol-Myers Squibb Co COM | $6.3M | 103.6K | 0.3% | ▲+1.4% Added · +1K sh | |
| 48 | American Express Co COM | $6.2M | 20.6K | 0.3% | ▲+4.6% Added · +905 sh | |
| 49 | Capital Group Growth ETF SHS CREATION UNI | $6.2M | 154.3K | 0.3% | ▼−1.7% Reduced · −3K sh | |
| 50 | 2023 ETF Series Trust BRANDES INTERNAT | $6.0M | 145.9K | 0.3% | ▼−2.5% Reduced · −4K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.