Evolve Private Wealth, LLC

Evolve Private Wealth, LLC reported 1,003 holdings worth US$1.64B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 12, 2026

Evolve Private Wealth, LLC reported 1,003 holdings worth US$1.64B as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Aug 12, 2026 (Form 13F).

Holdings
1,003
Value as reported
US$1.64B

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation246KUS$49.2M3.0%
Apple Inc159KUS$46.1M2.8%
Alphabet Inc (google) Class C109KUS$39.1M2.4%
Microsoft Corp.74,193US$27.7M1.7%
Broadcom Inc.48,201US$18.2M1.1%
Micron Technology, Inc.15,484US$17.9M1.1%
Amazon.com, Inc.72,380US$17.3M1.1%
Lam Research Corporation36,784US$15.9M0.97%
Kla Corporation44,949US$13.6M0.83%
Meta Platforms, Inc.22,889US$12.9M0.79%
Jp Morgan Chase & Co.34,350US$11.2M0.69%
General Motors Company136KUS$10.5M0.64%
Jabil Inc.24,169US$9.32M0.57%
Johnson & Johnson31,341US$7.96M0.49%
Caterpillar, Inc.6,925US$7.37M0.45%
Hewlett Packard Enterprise Company154KUS$6.95M0.42%
United Therapeutics Corporation12,735US$6.9M0.42%
Eli Lilly And Company5,743US$6.89M0.42%
Tesla, Inc.16,147US$6.79M0.42%
Capital One Financial Corporation33,795US$6.78M0.41%
Cisco Systems, Inc.57,708US$6.78M0.41%
Merck & Company, Inc.51,984US$6.72M0.41%
Delta Air Lines, Inc.71,138US$6.66M0.41%
Walmart Inc.52,478US$5.94M0.36%
Bristol-myers Squibb Company99,797US$5.75M0.35%
Synchrony Financial74,730US$5.68M0.35%
Expedia Group, Inc.21,306US$5.45M0.33%
Toll Brothers, Inc.32,003US$5.27M0.32%
American Express Company15,292US$5.17M0.32%
Vistra Corp.32,163US$5.1M0.31%
Berkshire Hathaway Inc.10,039US$5.02M0.31%
United Airlines Holdings, Inc.36,882US$5.02M0.31%
Cvs Health Corporation48,096US$4.98M0.30%
Axis Capital Holdings Limited46,061US$4.97M0.30%
Intel Corporation34,456US$4.81M0.29%
Allison Transmission Holdings, Inc.41,877US$4.72M0.29%
D.r. Horton, Inc.28,672US$4.67M0.29%
Altria Group, Inc.63,407US$4.63M0.28%
Unitedhealth Group Incorporated10,999US$4.57M0.28%
Valero Energy Corporation16,899US$4.4M0.27%
Acuity Inc.11,511US$4.34M0.27%
Snap-on Incorporated10,756US$4.33M0.26%
Asml Holding Nv2,166US$4.31M0.26%
Stifel Financial Corporation60,043US$4.19M0.26%
Comfort Systems Usa, Inc.2,103US$4.17M0.25%
Williams-sonoma, Inc.17,692US$4.12M0.25%
Dollar General Corporation35,660US$4.1M0.25%
Howmet Aerospace Inc.15,027US$4.04M0.25%
Barclays Plc149KUS$4.01M0.24%
Ge Aerospace10,589US$3.96M0.24%
Advanced Micro Devices Inc6,762US$3.93M0.24%
Old Republic International Corporation95,368US$3.9M0.24%
Coca-cola Consolidated, Inc.20,291US$3.87M0.24%
Expeditors International Of Washington, Inc.23,654US$3.86M0.24%
Taiwan Semiconductor Manufacturing Co., Ltd.7,880US$3.77M0.23%
Costco Wholesale Corporation3,937US$3.68M0.23%
Autonation, Inc.19,380US$3.6M0.22%
Qualcomm Incorporated19,441US$3.59M0.22%
Envista Holdings Corporation136KUS$3.58M0.22%
Novartis Ag21,893US$3.43M0.21%
J.b. Hunt Transport Services, Inc.11,629US$3.37M0.21%
Verizon Communications Inc.79,297US$3.36M0.21%
Ugi Corporation96,040US$3.35M0.20%
Western Digital Corporation5,235US$3.34M0.20%
Arrow Electronics, Inc.15,541US$3.32M0.20%
Match Group, Inc.86,101US$3.28M0.20%
Lamar Advertising Company20,947US$3.27M0.20%
Boyd Gaming Corporation36,400US$3.22M0.20%
Hca Healthcare, Inc.8,224US$3.21M0.20%
Arch Capital Group Ltd.32,571US$3.16M0.19%
Pultegroup, Inc.22,774US$3.13M0.19%
Ebay Inc.27,256US$3.05M0.19%
Emcor Group, Inc.3,655US$3.03M0.19%
Netapp, Inc.19,480US$3.01M0.18%
Comcast Corporation121KUS$2.98M0.18%
New York Times Company (the)41,907US$2.93M0.18%
Mgic Investment Corporation104KUS$2.93M0.18%
Citigroup, Inc.20,839US$2.92M0.18%
Salesforce, Inc.18,335US$2.88M0.18%
Simon Property Group, Inc.12,750US$2.85M0.17%
Ge Vernova Inc.2,401US$2.82M0.17%
Renaissancere Holdings Ltd.8,793US$2.79M0.17%
Edison International36,864US$2.74M0.17%
Centene Corporation42,698US$2.74M0.17%
Arcelormittal Sa45,370US$2.73M0.17%
Kroger Company (the)49,043US$2.72M0.17%
Pnc Financial Services Group, Inc. (the)10,936US$2.69M0.16%
American International Group, Inc. New35,482US$2.64M0.16%
Cf Industries Holdings, Inc.24,242US$2.62M0.16%
Gilead Sciences, Inc.20,202US$2.55M0.16%
Monolithic Power Systems, Inc.1,828US$2.53M0.15%
Jones Lang Lasalle Incorporated7,970US$2.47M0.15%
Natwest Group Plc139KUS$2.46M0.15%
Reliance, Inc.6,529US$2.44M0.15%
Visa Inc.7,084US$2.43M0.15%
Pacific Gas & Electric Co.140KUS$2.37M0.14%
Sandisk Corporation1,037US$2.36M0.14%
International Business Machines Corporation8,299US$2.33M0.14%
Bank Of America Corporation39,404US$2.25M0.14%
Hsbc Holdings Plc23,446US$2.23M0.14%

Every holding of Evolve Private Wealth, LLC

Source

View original at SEC

Related