EVOLVE PRIVATE WEALTH, LLC: 13F holdings
CIK 21111312026Q2
| Positions | 1,003 |
|---|---|
| Reported value | $1.6bn |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| HTRB HARTFORD FDS EXCHANGE TRADED | 1,508,341 | $51.1m | 3.1% |
| BOND PIMCO ETF TR | 553,056 | $51.0m | 3.1% |
| NVDA NVIDIA CORPORATION | 246,013 | $49.2m | 3.0% |
| AAPL APPLE INC | 159,436 | $46.1m | 2.8% |
| AGG ISHARES TR | 444,989 | $44.0m | 2.7% |
| VANGUARD MALVERN FDS | 499,984 | $38.6m | 2.4% |
| BND VANGUARD BD INDEX FDS | 453,903 | $33.3m | 2.0% |
| GOOGL ALPHABET INC | 83,602 | $29.9m | 1.8% |
| ISHARES TR | 688,053 | $29.8m | 1.8% |
| MSFT MICROSOFT CORP | 74,193 | $27.7m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2111131")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.