EVOLVE PRIVATE WEALTH, LLC
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,870,971
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/16/2026 | 994 | 1,870,971 | 13F-HR | EVOLVE PRIVATE WEALTH, LLC |
| Q4 2025 | 2/17/2026 | 924 | 1,687,186 | 13F-HR | EVOLVE PRIVATE WEALTH, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.263 M | 67.5% | 0 | 274.7 K | -274.7 K |
| ETFs | 608.4 K | 32.5% | 459.2 K | 0 | 459.2 K |
| Other | 0 | 0.0% | 0 | 636 | -636 |
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Fund Snapshot
Q1 2026
Latest filed
4/16/2026
Total value ($000)
1,870,971
Holdings
994
QoQ value change ($000)
183,785
(10.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.