SEC 13F Intelligence

Managers / Q1 2026

EVOLVE PRIVATE WEALTH, LLC

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

Reported Value
$1.9B
Q1 2026
Positions
994
Filings on Record
2
2019–present window
Filed
Apr 16, 2026
original filing

Summary

Evolve Private Wealth, Llc reported $1.9B in U.S.-listed holdings across 994 positions for Q1 2026.

Its largest position, SGOV, represents 4.5% of the portfolio.

Compared with Q4 2025, the fund opened 147 new positions and exited 77.

Reported Value by Quarter

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

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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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 5 additional managers.

  • AQR
  • Atlas Legacy
  • Hilton
  • 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 ↗.