EVOLVE PRIVATE WEALTH, LLC
997 holdingsFiling period: 2026-03-31Current AUM: $2.07Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | 832.2K | $83.8M | $83.8M | 4.05% | +177.3K | 2026-03-31 |
| 2 | AAPL | APPLE INC | 299.8K | $76.1M | $92.6M | 4.47% | +29.3K | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 282.2K | $49.2M | $56.7M | 2.74% | +32.0K | 2026-03-31 |
| 4 | BOND | PIMCO ETF TR | 526.5K | $48.6M | $47.6M | 2.30% | +60.0K | 2026-03-31 |
| 5 | HTRB | HARTFORD FDS EXCHANGE TRADED | 1.42M | $47.8M | $46.9M | 2.26% | +146.6K | 2026-03-31 |
| 6 | AGG | ISHARES TR | 433.6K | $43.0M | $42.2M | 2.04% | -8,633 | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 98.0K | $36.3M | $45.6M | 2.20% | +20.1K | 2026-03-31 |
| 8 | VCRB | VANGUARD MALVERN FDS | 466.9K | $36.1M | $35.4M | 1.71% | -- | 2026-03-31 |
| 9 | BND | VANGUARD BD INDEX FDS | 476.9K | $35.1M | $34.4M | 1.66% | -100,578 | 2026-03-31 |
| 10 | ISCF | ISHARES TR | 647.5K | $27.1M | $28.6M | 1.38% | +31.0K | 2026-03-31 |
| 11 | GOOGL | ALPHABET INC | 94.0K | $27.0M | $33.5M | 1.62% | +4.3K | 2026-03-31 |
| 12 | AMZN | AMAZON COM INC | 114.5K | $23.8M | $31.1M | 1.50% | +11.7K | 2026-03-31 |
| 13 | EMGF | ISHARES INC | 363.4K | $22.0M | $24.7M | 1.19% | +14.0K | 2026-03-31 |
| 14 | IAU | ISHARES GOLD TR | 240.6K | $21.2M | $18.3M | 0.88% | -19,774 | 2026-03-31 |
| 15 | CGCP | CAPITAL GRP FIXED INCM ETF T | 919.6K | $20.5M | $20.1M | 0.97% | +158.3K | 2026-03-31 |
| 16 | AVGO | BROADCOM INC | 63.3K | $19.6M | $24.6M | 1.19% | +5.2K | 2026-03-31 |
| 17 | META | META PLATFORMS INC | 28.5K | $16.3M | $15.9M | 0.77% | +2.7K | 2026-03-31 |
| 18 | VTI | VANGUARD INDEX FDS | 48.0K | $15.4M | $17.7M | 0.85% | +20.0K | 2026-03-31 |
| 19 | GOOG | ALPHABET INC | 50.4K | $14.5M | $18.0M | 0.87% | +8.1K | 2026-03-31 |
| 20 | MFEM | PIMCO EQUITY SER | 561.7K | $14.1M | $14.9M | 0.72% | +11.6K | 2026-03-31 |
| 21 | JPM | JPMORGAN CHASE & CO | 46.2K | $13.6M | $16.3M | 0.79% | -3,303 | 2026-03-31 |
| 22 | IEMG | ISHARES INC | 185.2K | $12.9M | $14.4M | 0.69% | +36.0K | 2026-03-31 |
| 23 | XOM | EXXON MOBIL CORP | 73.0K | $12.4M | $11.3M | 0.55% | +5.8K | 2026-03-31 |
| 24 | XOM | EXXON MOBIL CORP | 73.0K | $12.4M | $11.3M | 0.55% | +5.8K | 2026-03-31 |
| 25 | IVV | ISHARES TR | 18.8K | $12.3M | $14.1M | 0.68% | +12.2K | 2026-03-31 |
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