EVOLVE PRIVATE WEALTH, LLC
•CIK: 2111131•Filing: Q4 2025
**EVOLVE PRIVATE WEALTH, LLC** manages $1.7B across a diversified portfolio of 924 positions. The strategy exhibits a notable allocation to technology leaders, evidenced by top holdings including AAPL ($73.6M), NVDA ($46.7M), and MSFT ($37.7M). Fixed income exposure is substantial, with significant allocations to SGOV ($65.7M), AGG ($44.2M), and BND ($42.8M). This structure suggests a balanced approach combining growth equity exposure with defensive fixed-income ballast.
Total AUM
$1.7B
QoQ Performance
N/A
Positions
857
Top 10 Concentration
35.2%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL4.4%
SGOV3.9%
NVDA2.8%
AGG2.6%
HTRB2.6%
BOND2.6%
BND2.5%
MSFT2.2%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other59.4%
Technology21.8%
Financial5.1%
Consumer5.0%
Healthcare3.5%
Consumer Staples1.4%
Industrial1.4%
ETF1.0%