EVOLVE PRIVATE WEALTH, LLC portfolio
Latest available portfolio: Q2 2026 · Holdings as of · Filed · in Form 13F holdings
See latest portfolio changes
$1.64B
Full value: $1,635,990,580 · USD · 30 Jun 2026Quarterly portfolio filings
Choose a quarter to see holdings and changes. Newer portfolio dates appear first.
Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.
| Quarter | Holdings | SEC-reported value | Est. additions | Est. reductions | Est. net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,003 | $1,635,990,580 | +$179,786,565 | -$595,002,087 | -$415,215,522 | HTRB, BOND, NVDA, AAPL, AGG | 13F-HR | 12 Aug 2026, 11:36 |
| 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 |
Showing 1-3 of 3 filings.
Manager details and filing context
- Latest 13F filing
- Q2 2026 - 12 Aug 2026
- Latest reported 13F value
- $1,635,990,580
- Largest 13F holdings
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HTRB BOND NVDA AAPL AGG VCRB BND GOOGL ISCF MSFT EMGF CGCP
+8 more
IAU AVGO MU AMZN MFEM LRCX KLAC SMLF - Form 13F summary
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- EVOLVE PRIVATE WEALTH, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- EVOLVE PRIVATE WEALTH, LLC reported 1003 equity holdings with a total reported market value of $1,635,990,580 for Q2 2026. Top reported holdings included HTRB, BOND, NVDA, AAPL, and AGG.
- Manager signature
- Jorawer Parmar - Chief Compliance Officer
- Manager location
- Los Angeles, CA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Holdings Value