Key facts
- EVOLVE PRIVATE WEALTH, LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q1 2026.
- Latest reported holdings value: $1,870,971,024.
13F Filings History of EVOLVE PRIVATE WEALTH, LLC
- Latest 13F report
- Q1 2026 - 16 Apr 2026
- Value $
- $1,870,971,024
- Signature - Title
- Razmig Der-Tavitian - Chief Compliance Officer
- Location
- Los Angeles, CA
- Summary
- This page shows a list of all the recent 13F filings made by EVOLVE PRIVATE WEALTH, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. EVOLVE PRIVATE WEALTH, LLC reported 994 stock holdings with total value $1,870,971,024 as of Q1 2026. Top holdings included SGOV, AAPL, NVDA, BOND, and HTRB.
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Holdings Value
Change
- Most recent filing was accepted on 16 Apr 2026, 16:44.
- Reported value moved from $1,687,185,897 to $1,870,971,024.
Research use
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 994 | $1,870,971,024 | +$329,396,264 | -$117,313,446 | +$212,082,818 | SGOV, AAPL, NVDA, BOND, HTRB | 13F-HR | 16 Apr 2026, 16:44 |
| Q4 2025 | 924 | $1,687,185,897 | $0 | $0 | $0 | AAPL, SGOV, NVDA, AGG, HTRB | 13F-HR | 17 Feb 2026, 09:48 |