13F Filings History of EVOLVE PRIVATE WEALTH, LLC
- Latest 13F filing
- Q1 2026 - 16 Apr 2026
- Latest reported 13F value
- $1,870,971,024
- Largest 13F holdings
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SGOV AAPL NVDA BOND HTRB AGG MSFT VCRB BND ISCF GOOGL AMZN
+8 more
EMGF IAU CGCP AVGO META VTI GOOG MFEM - 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 994 equity holdings with a total reported market value of $1,870,971,024 for Q1 2026. Top reported holdings included SGOV, AAPL, NVDA, BOND, and HTRB.
- Manager signature
- Razmig Der-Tavitian - 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
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$1,870,971,024
Quarter delta
+$183,785,127
Accepted
16 Apr 2026, 16:44
Rows shown
1-2 of 2
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| 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 |