EVOLVE PRIVATE WEALTH, LLC
SEC Form 13F institutional filer · CIK 0002111131
13F-HR · 422 reported holdings · 2026-03-31
EVOLVE PRIVATE WEALTH, LLC is a wealth management firm.
Reported long-US-equity value
$1.03B
Top-10 concentration
34.7%
EVOLVE PRIVATE WEALTH, LLC — $1.03B AUM allocation strategy
EVOLVE PRIVATE WEALTH, LLC files SEC Form 13F and reports $1.03B of long US equity value across 422 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 18.4%, followed by Communication Services 5.6% and Consumer Discretionary 4.4%.
The top 10 holdings account for 35% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
EVOLVE PRIVATE WEALTH, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.03B
total across 422 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
35% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +131K sh · +$18.6M+$NVDA +32K sh · +$2.56M+$OMC +31.5K sh · +$2.31M
Biggest trims (shares)
−$KO −57.4K sh · −$3.16M−$FOXA −50.1K sh · −$3.34M−$AMCR −36.6K sh · −$131K
Exited to nil (held last quarter, gone now)
$FDS ($1.19M last qtr)$STE ($636K last qtr)$GDDY ($451K last qtr)$OTIS ($401K last qtr)$VRSK ($380K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals7.4%—
- Semiconductors6.7%—
- Interactive Media & Services5.6%—
- Systems Software3.5%—
- Broadline Retail2.3%—
- Automobile Manufacturers2.0%—
- Pharmaceuticals1.8%—
- Diversified Banks1.3%—
- Other holdings69.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 300K | $76.1M | +29.3K | 7.4% |
| $NVDA | NVIDIA Corporation | 282K | $49.2M | +32K | 4.8% |
| $MSFT | Microsoft Corporation | 98K | $36.3M | +20.1K | 3.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 94K | $27M | +4.29K | 2.6% |
| $AMZN | Amazon.com Inc | 114K | $23.8M | +11.7K | 2.3% |
| $AVGO | Broadcom Inc | 63.3K | $19.6M | +5.21K | 1.9% |
| $META | Meta Platforms Inc | 28.5K | $16.3M | +2.67K | 1.6% |
| $GOOGL | Alphabet Inc | 50.4K | $14.5M | +8.06K | 1.4% |
…and 414 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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