Institutional Manager · CIK 0002111131
EVOLVE PRIVATE WEALTH, LLC
LOS ANGELES, CA · File #028-26459
Latest AUM
$1.69B
Positions
924
Top-10 Concentration
52.4%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 270,573 | $73.6M | 8.54% |
| 2 | ISHARES TR | 46436E718 | 654,830 | $65.7M | 7.63% |
| 3 | NVIDIA CORPORATION | NVDA | 250,212 | $46.7M | 5.42% |
| 4 | ISHARES TR | 464287226 | 442,250 | $44.2M | 5.13% |
| 5 | HARTFORD FDS EXCHANGE TRADED | 41653L305 | 1,269,349 | $43.7M | 5.07% |
| 6 | PIMCO ETF TR | 72201R775 | 466,565 | $43.6M | 5.06% |
| 7 | VANGUARD BD INDEX FDS | 921937835 | 577,473 | $42.8M | 4.97% |
| 8 | MICROSOFT CORP | MSFT | 77,948 | $37.7M | 4.38% |
| 9 | ALPHABET INC | GOOG | 89,759 | $28.1M | 3.26% |
| 10 | ISHARES TR | 46434V266 | 616,511 | $25.6M | 2.97% |
| 11 | AMAZON COM INC | AMZN | 102,764 | $23.7M | 2.75% |
| 12 | ISHARES GOLD TR | IAU | 260,335 | $21.1M | 2.45% |
| 13 | ISHARES INC | 46434G889 | 349,393 | $20.2M | 2.35% |
| 14 | BROADCOM INC | AVGO | 58,069 | $20.1M | 2.33% |
| 15 | CAPITAL GRP FIXED INCM ETF T | 14020Y102 | 761,301 | $17.2M | 2.00% |
| 16 | META PLATFORMS INC | META | 25,855 | $17.1M | 1.98% |
| 17 | TESLA INC | TSLA | 37,552 | $16.9M | 1.96% |
| 18 | JPMORGAN CHASE & CO. | VYLD | 49,545 | $16.0M | 1.85% |
| 19 | ALPHABET INC | GOOG | 42,385 | $13.3M | 1.54% |
| 20 | GENERAL MTRS CO | 37045V100 | 160,195 | $13.0M | 1.51% |