Arkolith/Funds/EVOLVE PRIVATE WEALTH, LLC

EVOLVE PRIVATE WEALTH, LLC

CIK: 2111131Q1 2026
Active Filer
Portfolio Value
$1.9B
Positions
1071
New Buys
147
77 sold
Changes
504 ↑ / 317 ↓

Top HoldingsQ1 2026

1071 total positions
#SecurityValueShares% PortChangeΔ Shares
1ISHARES TR
0-3 MNTH TREASRY
$83.8M832.2K4.5%
ADDED
+177.3K
2APPLE INC
COM
$76.1M299.8K4.1%
ADDED
+29.3K
3NVIDIA CORPORATION
COM
$49.2M282.2K2.6%
ADDED
+32.0K
4PIMCO ETF TR
ACTIVE BD ETF
$48.6M526.5K2.6%
ADDED
+60.0K
5HARTFORD FDS EXCHANGE TRADED
TOTAL RTRN ETF
$47.8M1.42M2.6%
ADDED
+146.6K
6ISHARES TR
CORE US AGGBD ET
$43.0M433.6K2.3%
REDUCED
-8,633
7MICROSOFT CORP
COM
$36.3M98.0K1.9%
ADDED
+20.1K
8VANGUARD MALVERN FDS
CORE BD ETF
$36.1M466.9K1.9%
NEW
—
9VANGUARD BD INDEX FDS
TOTAL BND MRKT
$35.1M476.9K1.9%
REDUCED
-100,578
10ISHARES TR
INTERNATIONAL SL
$27.1M647.5K1.4%
ADDED
+31.0K
11ALPHABET INC
CAP STK CL A
$27.0M94.0K1.4%
ADDED
+4.3K
12AMAZON COM INC
COM
$23.8M114.5K1.3%
ADDED
+11.7K
13ISHARES INC
EMNG MKTS EQT
$22.0M363.4K1.2%
ADDED
+14.0K
14ISHARES GOLD TR
ISHARES NEW
$21.2M240.6K1.1%
REDUCED
-19,774
15CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
$20.5M919.6K1.1%
ADDED
+158.3K
16BROADCOM INC
COM
$19.6M63.3K1.0%
ADDED
+5.2K
17META PLATFORMS INC
CL A
$16.3M28.5K0.9%
ADDED
+2.7K
18VANGUARD INDEX FDS
TOTAL STK MKT
$15.4M48.0K0.8%
ADDED
+20.0K
19ALPHABET INC
CAP STK CL C
$14.5M50.4K0.8%
ADDED
+8.1K
20PIMCO EQUITY SER
RAFI DYN EMERG
$14.1M561.7K0.8%
ADDED
+11.6K
21JPMORGAN CHASE & CO
COM
$13.6M46.2K0.7%
REDUCED
-3,303
22ISHARES INC
CORE MSCI EMKT
$12.9M185.2K0.7%
ADDED
+36.0K
23EXXON MOBIL CORP
COM
$12.4M73.0K0.7%
ADDED
+5.8K
24ISHARES TR
CORE S&P500 ETF
$12.3M18.8K0.7%
ADDED
+12.2K
25ISHARES TR
US SML CAP EQT
$11.0M146.3K0.6%
REDUCED
-2,809
Showing top 25 of 1071 positions

Filing History

Q1 2026994 pos
$1.9B
Q4 2025924 pos
$1.7B

Data Source

Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.

Last filed: Apr 16, 2026