Evolve Private Wealth, LLC holds a diversified book of 1003 stocks worth $1.6B as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Renaissancere Holdings Ltd and trimmed Nvidia Corp. Their largest long position is Hartford TTL RTRN BND ETF at 3% of the equity book.
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.
67% 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
Other tracked managers holding the same core names as Evolve Private Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $505.7B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $74.5B |
| LPL Financial LLC | 80 / 80 | $67.0B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $14.6B |
| ROYAL BANK OF CANADA | 79 / 80 | $144.1B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79 / 80 | $17.2B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $145.5B |
| RAYMOND JAMES FINANCIAL INC | 78 / 80 | $79.9B |
Ranked by how many of Evolve Private Wealth, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Hartford FDS Exchange Traded TOTAL RTRN ETF | $51.1M | 1.51M | 3.1% | ▲+6.5% Added · +92K sh | |
| 2 | Pimco ETF TR ACTIVE BD ETF | $51.0M | 553.1K | 3.1% | ▲+5.0% Added · +27K sh | |
| 3 | Nvidia Corporation COM | $49.2M | 246.0K | 3.0% | ▼−13% Reduced · −36K sh | |
| 4 | Apple Inc COM | $46.1M | 159.4K | 2.8% | ▼−47% Reduced · −140K sh | |
| 5 | Ishares TR CORE US AGGBD ET | $44.0M | 445.0K | 2.7% | ▲+2.6% Added · +11K sh | |
| 6 | Vanguard Malvern FDS CORE BD ETF | $38.6M | 500.0K | 2.4% | ▲+7.1% Added · +33K sh | |
| 7 | Vanguard BD Index FDS TOTAL BND MRKT | $33.3M | 453.9K | 2.0% | ▼−4.8% Reduced · −23K sh | |
| 8 | Alphabet Inc CAP STK CL A | $29.9M | 83.6K | 1.8% | ▼−11% Reduced · −10K sh | |
| 9 | Ishares TR INTERNATIONAL SL | $29.8M | 688.1K | 1.8% | ▲+6.3% Added · +41K sh | |
| 10 | Microsoft Corp COM | $27.7M | 74.2K | 1.7% | ▼−24% Reduced · −24K sh | |
| 11 | Ishares Inc EMNG MKTS EQT | $27.4M | 373.7K | 1.7% | ▲+2.9% Added · +10K sh | |
| 12 | Capital Grp Fixed Incm ETF T CORE PLUS INCM | $21.5M | 964.3K | 1.3% | ▲+4.8% Added · +45K sh | |
| 13 | Ishares Gold TR ISHARES NEW | $20.1M | 265.7K | 1.2% | ▲+10% Added · +25K sh | |
| 14 | Broadcom Inc COM | $18.2M | 48.2K | 1.1% | ▼−24% Reduced · −15K sh | |
| 15 | Micron Technology Inc COM | $17.9M | 15.5K | 1.1% | ▼−4.7% Reduced · −768 sh | |
| 16 | Amazon Com Inc COM | $17.3M | 72.4K | 1.1% | ▼−37% Reduced · −42K sh | |
| 17 | Pimco Equity Ser RAFI DYN EMERG | $16.5M | 585.0K | 1.0% | ▲+4.1% Added · +23K sh | |
| 18 | Lam Research Corp COM NEW | $15.9M | 36.8K | 1.0% | ▼−8.0% Reduced · −3K sh | |
| 19 | Kla Corp COM NEW | $13.6M | 44.9K | 0.8% | ▲+838% Added · +40K sh | |
| 20 | Ishares TR US SML CAP EQT | $13.2M | 148.4K | 0.8% | ▲+1.5% Added · +2K sh | |
| 21 | Ishares Inc CORE MSCI EMKT | $12.9M | 155.8K | 0.8% | ▼−16% Reduced · −29K sh | |
| 22 | Meta Platforms Inc CL A | $12.9M | 22.9K | 0.8% | ▼−20% Reduced · −6K sh | |
| 23 | JPMorgan Chase & Co COM | $11.2M | 34.4K | 0.7% | ▼−26% Reduced · −12K sh | |
| 24 | General MTRS Co COM | $10.5M | 136.2K | 0.6% | ▼−5.2% Reduced · −7K sh | |
| 25 | Vanguard Index FDS TOTAL STK MKT | $9.5M | 25.7K | 0.6% | ▼−46% Reduced · −22K sh | |
| 26 | Jabil Inc COM | $9.3M | 24.2K | 0.6% | ▼−2.8% Reduced · −703 sh | |
| 27 | Alphabet Inc CAP STK CL C | $9.2M | 26.2K | 0.6% | ▼−48% Reduced · −24K sh | |
| 28 | Ishares TR U S EQUITY FACTR | $9.2M | 121.1K | 0.6% | ▲+1.1% Added · +1K sh | |
| 29 | Johnson & Johnson COM | $8.0M | 31.3K | 0.5% | ▼−28% Reduced · −12K sh | |
| 30 | SPDR Series Trust ST STR SP600 SML | $7.7M | 133.8K | 0.5% | ▲+1.2% Added · +2K sh | |
| 31 | Capital Group Growth ETF SHS CREAT UNIT | $7.5M | 157.9K | 0.5% | ▲+2.3% Added · +4K sh | |
| 32 | Caterpillar Inc COM | $7.4M | 6.9K | 0.5% | ▼−16% Reduced · −1K sh | |
| 33 | Vanguard Malvern FDS CORE-PLUS BD ETF | $7.2M | 93.1K | 0.4% | ▼−0.3% Reduced · −235 sh | |
| 34 | Schwab Strategic TR US TIPS ETF | $7.2M | 270.0K | 0.4% | ▲+5.3% Added · +14K sh | |
| 35 | Hewlett Packard Enterprise C COM | $6.9M | 153.6K | 0.4% | ▼−18% Reduced · −33K sh | |
| 36 | United Therapeutics Corp Del COM | $6.9M | 12.7K | 0.4% | ▼−1.4% Reduced · −178 sh | |
| 37 | Eli Lilly & Co COM | $6.9M | 5.7K | 0.4% | ▼−27% Reduced · −2K sh | |
| 38 | Tesla Inc COM | $6.8M | 16.1K | 0.4% | ▼−42% Reduced · −12K sh | |
| 39 | Capital One Finl Corp COM | $6.8M | 33.8K | 0.4% | ▼−8.5% Reduced · −3K sh | |
| 40 | Cisco Sys Inc COM | $6.8M | 57.7K | 0.4% | ▼−34% Reduced · −29K sh | |
| 41 | Merck & Co Inc COM | $6.7M | 52.0K | 0.4% | ▼−19% Reduced · −12K sh | |
| 42 | Delta Air Lines Inc COM NEW | $6.7M | 71.1K | 0.4% | ▼−0.8% Reduced · −562 sh | |
| 43 | 2023 ETF Series Trust BRANDES INTL ETF | $6.3M | 150.6K | 0.4% | ▲+3.2% Added · +5K sh | |
| 44 | Flex Ltd ORD | $6.3M | 38.8K | 0.4% | ▼−7.9% Reduced · −3K sh | |
| 45 | Walmart Inc COM | $5.9M | 52.5K | 0.4% | ▼−33% Reduced · −26K sh | |
| 46 | Ishares TR 0-3 MTH TREASURY | $5.8M | 57.5K | 0.4% | ▼−93% Reduced · −775K sh | |
| 47 | Bristol-Myers Squibb Co COM | $5.8M | 99.8K | 0.4% | ▼−3.7% Reduced · −4K sh | |
| 48 | Synchrony Financial COM | $5.7M | 74.7K | 0.3% | ▼−7.7% Reduced · −6K sh | |
| 49 | Expedia Group Inc COM NEW | $5.5M | 21.3K | 0.3% | ▲+6.5% Added · +1K sh | |
| 50 | Toll Brothers Inc COM | $5.3M | 32.0K | 0.3% | ▼−1.7% Reduced · −558 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.