SEC 13F Intelligence

Managers / Q4 2025 · view latest →

EVOLVE PRIVATE WEALTH, LLC

CIK 0002111131 · 10877 WILSHIRE BOULEVARD, SUITE 1406, LOS ANGELES, CA, 90024 · (424) 500-4601

Reported Value
$1.7B
Q4 2025
Positions
924
Filings on Record
2
2019–present window
Filed
Feb 17, 2026
original filing

Summary

Evolve Private Wealth, Llc reported $1.7B in U.S.-listed holdings across 924 positions for Q4 2025.

Its largest position, AAPL, represents 4.4% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q4 ’25: $1.7BQ4 ’25Q1 ’26: $1.9BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 59.7%ETP: 30.1%Closed-End Fund: 4.4%Other: 2.6%ADR: 1.9%Other: 1.4%
  • Common Stock · 59.7% · $1.0B
  • ETP · 30.1% · $507M
  • Closed-End Fund · 4.4% · $74M
  • Other · 2.6% · $44M
  • ADR · 1.9% · $32M
  • Other · 1.4% · $23M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2025

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.9B994Apr 16, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.7B924Feb 17, 202613F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 6 additional managers.

  • AQR
  • Atlas Legacy
  • Hilton
  • Kayne Anderson
  • Multi-Manager UMA
  • Parametric

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.