EVOLVE PRIVATE WEALTH, LLC

LOS ANGELES, CA · CIK 2111131 · 13F filing filed 2026-08-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLos Angeles, CA

$1.6bn reported value -12.6% vs Q1 2026

1,003positions

24.5%in top 10

272 new 228 added 499 reduced 263 sold out vs Q1 2026

This report includes the holdings of 6 other managers that share the investment decisions:

AB – no 13F of its own this quarter
AQR Flex – no 13F of its own this quarter
AQR LP – no 13F of its own this quarter
Hilton – no 13F of its own this quarter
Parametric – no 13F of its own this quarter
UMA – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	HARTFORD FDS EXCHANGE TRADED TOTAL RTRN ETF HTRB	HTRB	1,508,341	$51.1m3.12%	3.12%	Added +92.4k	+92,428 6.5%
2	PIMCO ETF TR ACTIVE BD ETF BOND	BOND	553,056	$51.0m3.12%	3.12%	Added +26.5k	+26,523 5.0%
3	NVIDIA CORPORATION COM NVDA	NVDA	246,013	$49.2m3.01%	3.01%	Reduced -36.2k	-36,220 -12.8%
4	APPLE INC COM AAPL	AAPL	159,436	$46.1m2.82%	2.82%	Reduced -140.4k	-140,411 -46.8%
5	ISHARES TR CORE US AGGBD ET AGG	AGG	444,989	$44.0m2.69%	2.69%	Added +11.4k	+11,372 2.6%
6	VANGUARD MALVERN FDS CORE BD ETF VCRB	VCRB	499,984	$38.6m2.36%	2.36%	Added +33.1k	+33,105 7.1%
7	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	453,903	$33.3m2.04%	2.04%	Reduced -23.0k	-22,992 -4.8%
8	ALPHABET INC CAP STK CL A GOOGL	GOOGL	83,602	$29.9m1.83%	1.83%	Reduced -10.4k	-10,444 -11.1%
9	ISHARES TR INTERNATIONAL SL ISCF	ISCF	688,053	$29.8m1.82%	1.82%	Added +40.5k	+40,508 6.3%
10	MICROSOFT CORP COM MSFT	MSFT	74,193	$27.7m1.69%	1.69%	Reduced -23.9k	-23,855 -24.3%
11	ISHARES INC EMNG MKTS EQT EMGF	EMGF	373,728	$27.4m1.67%	1.67%	Added +10.4k	+10,361 2.9%
12	CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM CGCP	CGCP	964,284	$21.5m1.31%	1.31%	Added +44.7k	+44,664 4.9%
13	ISHARES GOLD TR ISHARES NEW IAU	IAU	265,660	$20.1m1.23%	1.23%	Added +25.1k	+25,099 10.4%
14	BROADCOM INC COM AVGO	AVGO	48,201	$18.2m1.11%	1.11%	Reduced -15.1k	-15,083 -23.8%
15	MICRON TECHNOLOGY INC COM MU	MU	15,484	$17.9m1.09%	1.09%	Reduced -768	-768 -4.7%
16	AMAZON COM INC COM AMZN	AMZN	72,380	$17.3m1.05%	1.05%	Reduced -42.1k	-42,110 -36.8%
17	PIMCO EQUITY SER RAFI DYN EMERG MFEM	MFEM	584,957	$16.5m1.01%	1.01%	Added +23.3k	+23,265 4.1%
18	LAM RESEARCH CORP COM NEW LRCX	LRCX	36,784	$15.9m0.97%	0.97%	Reduced -3.2k	-3,216 -8.0%
19	KLA CORP COM NEW KLAC	KLAC	44,949	$13.6m0.83%	0.83%	Reduced -3.0k	-2,981 -6.2%
20	ISHARES TR US SML CAP EQT SMLF	SMLF	148,407	$13.2m0.81%	0.81%	Added +2.2k	+2,155 1.5%
21	ISHARES INC CORE MSCI EMKT IEMG	IEMG	155,768	$12.9m0.79%	0.79%	Reduced -29.5k	-29,472 -15.9%
22	META PLATFORMS INC CL A META	META	22,889	$12.9m0.79%	0.79%	Reduced -5.6k	-5,638 -19.8%
23	JPMORGAN CHASE & CO COM JPM	JPM	34,350	$11.2m0.69%	0.69%	Reduced -11.9k	-11,892 -25.7%
24	GENERAL MTRS CO COM GM	GM	136,238	$10.5m0.64%	0.64%	Reduced -7.4k	-7,412 -5.2%
25	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	25,688	$9.5m0.58%	0.58%	Reduced -22.3k	-22,263 -46.4%
26	JABIL INC COM JBL	JBL	24,169	$9.3m0.57%	0.57%	Reduced -703	-703 -2.8%
27	ALPHABET INC CAP STK CL C GOOG	GOOG	26,163	$9.2m0.57%	0.57%	Reduced -24.3k	-24,280 -48.1%
28	ISHARES TR U S EQUITY FACTR LRGF	LRGF	121,145	$9.2m0.56%	0.56%	Added +1.3k	+1,312 1.1%
29	JOHNSON & JOHNSON COM JNJ	JNJ	31,341	$8.0m0.49%	0.49%	Reduced -11.9k	-11,894 -27.5%
30	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	133,840	$7.7m0.47%	0.47%	Added +1.6k	+1,615 1.2%
31	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	157,861	$7.5m0.46%	0.46%	Added +3.6k	+3,567 2.3%
32	CATERPILLAR INC COM CAT	CAT	6,925	$7.4m0.45%	0.45%	Reduced -1.3k	-1,277 -15.6%
33	VANGUARD MALVERN FDS CORE-PLUS BD ETF VPLS	VPLS	93,051	$7.2m0.44%	0.44%	Reduced -235	-235 -0.2%
34	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	269,956	$7.2m0.44%	0.44%	Added +13.5k	+13,548 5.3%
35	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	153,551	$6.9m0.42%	0.42%	Reduced -33.1k	-33,083 -17.7%
36	UNITED THERAPEUTICS CORP DEL COM UTHR	UTHR	12,735	$6.9m0.42%	0.42%	Reduced -178	-178 -1.4%
37	ELI LILLY & CO COM LLY	LLY	5,743	$6.9m0.42%	0.42%	Reduced -2.2k	-2,165 -27.4%
38	TESLA INC COM TSLA	TSLA	16,147	$6.8m0.42%	0.42%	Reduced -11.8k	-11,779 -42.2%
39	CAPITAL ONE FINL CORP COM COF	COF	33,795	$6.8m0.41%	0.41%	Reduced -3.1k	-3,137 -8.5%
40	CISCO SYS INC COM CSCO	CSCO	57,708	$6.8m0.41%	0.41%	Reduced -29.4k	-29,435 -33.8%
41	MERCK & CO INC COM MRK	MRK	51,984	$6.7m0.41%	0.41%	Reduced -12.4k	-12,356 -19.2%
42	DELTA AIR LINES INC DEL COM NEW DAL	DAL	71,138	$6.7m0.41%	0.41%	Reduced -562	-562 -0.8%
43	2023 ETF SERIES TRUST BRANDES INTERNAT BINV	BINV	150,631	$6.3m0.39%	0.39%	Added +4.7k	+4,737 3.2%
44	FLEX LTD ORD FLEX	FLEX	38,802	$6.3m0.38%	0.38%	Reduced -3.3k	-3,328 -7.9%
45	WALMART INC COM WMT	WMT	52,478	$5.9m0.36%	0.36%	Reduced -25.6k	-25,642 -32.8%
46	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	57,481	$5.8m0.35%	0.35%	Reduced -774.7k	-774,694 -93.1%
47	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	99,797	$5.8m0.35%	0.35%	Reduced -3.8k	-3,837 -3.7%
48	SYNCHRONY FINANCIAL COM SYF	SYF	74,730	$5.7m0.35%	0.35%	Reduced -6.2k	-6,236 -7.7%
49	EXPEDIA GROUP INC COM NEW EXPE	EXPE	21,306	$5.5m0.33%	0.33%	Added +1.3k	+1,303 6.5%
50	TOLL BROTHERS INC COM TOL	TOL	32,003	$5.3m0.32%	0.32%	Reduced -558	-558 -1.7%
51	AMERICAN EXPRESS CO COM AXP	AXP	15,292	$5.2m0.32%	0.32%	Reduced -5.3k	-5,280 -25.7%
52	VISTRA CORP COM VST	VST	32,163	$5.1m0.31%	0.31%	Reduced -3.0k	-3,042 -8.6%
53	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	10,039	$5.0m0.31%	0.31%	Reduced -11.1k	-11,086 -52.5%
54	UNITED AIRLS HLDGS INC COM UAL	UAL	36,882	$5.0m0.31%	0.31%	Reduced -2.1k	-2,061 -5.3%
55	CVS HEALTH CORP COM CVS	CVS	48,096	$5.0m0.30%	0.30%	Reduced -8.5k	-8,472 -15.0%
56	AXIS CAP HLDGS LTD SHS AXS	AXS	46,061	$5.0m0.30%	0.30%	Reduced -993	-993 -2.1%
57	INTEL CORP COM INTC	INTC	34,456	$4.8m0.29%	0.29%	Reduced -29.6k	-29,568 -46.2%
58	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	30,233	$4.8m0.29%	0.29%	Reduced -4.3k	-4,271 -12.4%
59	ALLISON TRANSMISSION HLDGS I COM ALSN	ALSN	41,877	$4.7m0.29%	0.29%	Reduced -4.1k	-4,139 -9.0%
60	D R HORTON INC COM DHI	DHI	28,672	$4.7m0.29%	0.29%	Reduced -2.0k	-2,029 -6.6%
61	CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI CGXU	CGXU	133,178	$4.7m0.29%	0.29%	Added +2.5k	+2,529 1.9%
62	ALTRIA GROUP INC COM MO	MO	63,407	$4.6m0.28%	0.28%	Reduced -4.4k	-4,400 -6.5%
63	ISHARES TR INTL EQTY FACTOR INTF	INTF	112,003	$4.6m0.28%	0.28%	Added +2.2k	+2,171 2.0%
64	UNITEDHEALTH GROUP INC COM UNH	UNH	10,999	$4.6m0.28%	0.28%	Reduced -171	-171 -1.5%
65	WISDOMTREE TR US MULTIFACTOR USMF	USMF	82,649	$4.5m0.27%	0.27%	Added +3.1k	+3,122 3.9%
66	VALERO ENERGY CORP COM VLO	VLO	16,899	$4.4m0.27%	0.27%	Reduced -6.7k	-6,707 -28.4%
67	PIMCO EQUITY SER RAFI DYN MULTI MFDX	MFDX	104,286	$4.3m0.27%	0.27%	Unchanged
68	ACUITY INC COM AYI	AYI	11,511	$4.3m0.27%	0.27%	Added +620	+620 5.7%
69	SNAP ON INC COM SNA	SNA	10,756	$4.3m0.26%	0.26%	Reduced -570	-570 -5.0%
70	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	2,166	$4.3m0.26%	0.26%	Reduced -50	-50 -2.3%
71	STIFEL FINL CORP COM SF	SF	60,043	$4.2m0.26%	0.26%	Reduced -2.2k	-2,242 -3.6%
72	COMFORT SYS USA INC COM FIX	FIX	2,103	$4.2m0.25%	0.25%	Reduced -75	-75 -3.4%
73	WILLIAMS SONOMA INC COM WSM	WSM	17,692	$4.1m0.25%	0.25%	Reduced -900	-900 -4.8%
74	DOLLAR GEN CORP NEW COM DG	DG	35,660	$4.1m0.25%	0.25%	Added +29.1k	+29,125 445.7%
75	HOWMET AEROSPACE INC COM HWM	HWM	15,027	$4.0m0.25%	0.25%	Reduced -1.5k	-1,515 -9.2%
76	BARCLAYS PLC ADR BCS	BCS	149,149	$4.0m0.24%	0.24%	Added +2.1k	+2,079 1.4%
77	GE AEROSPACE COM NEW GE	GE	10,589	$4.0m0.24%	0.24%	Reduced -975	-975 -8.4%
78	ISHARES TR CORE S&P500 ETF IVV	IVV	5,249	$3.9m0.24%	0.24%	Reduced -13.6k	-13,592 -72.1%
79	ADVANCED MICRO DEVICES INC COM AMD	AMD	6,762	$3.9m0.24%	0.24%	Reduced -3.9k	-3,853 -36.3%
80	OLD REP INTL CORP COM ORI	ORI	95,368	$3.9m0.24%	0.24%	Reduced -8.6k	-8,633 -8.3%
81	COCA COLA CONS INC COM COKE	COKE	20,291	$3.9m0.24%	0.24%	Added +3.6k	+3,635 21.8%
82	EXPEDITORS INTL WASH INC COM EXPD	EXPD	23,654	$3.9m0.24%	0.24%	Reduced -2.0k	-2,042 -8.0%
83	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	7,880	$3.8m0.23%	0.23%	Reduced -1.7k	-1,728 -18.0%
84	COSTCO WHSL CORP NEW COM COST	COST	3,937	$3.7m0.23%	0.23%	Reduced -3.3k	-3,326 -45.8%
85	AUTONATION INC COM AN	AN	19,380	$3.6m0.22%	0.22%	Added +239	+239 1.2%
86	QUALCOMM INC COM QCOM	QCOM	19,441	$3.6m0.22%	0.22%	Reduced -6.8k	-6,822 -26.0%
87	ENVISTA HOLDINGS CORPORATION COM NVST	NVST	136,015	$3.6m0.22%	0.22%	Added +35.2k	+35,221 34.9%
88	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	35,255	$3.5m0.21%	0.21%	Added +1.6k	+1,565 4.7%
89	NOVARTIS AG SPONSORED ADR NVS	NVS	21,893	$3.4m0.21%	0.21%	Reduced -681	-681 -3.0%
90	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	4,583	$3.4m0.21%	0.21%	Reduced -2.4k	-2,396 -34.3%
91	HUNT J B TRANS SVCS INC COM JBHT	JBHT	11,629	$3.4m0.21%	0.21%	Added +193	+193 1.7%
92	VERIZON COMMUNICATIONS INC COM VZ	VZ	79,297	$3.4m0.21%	0.21%	Reduced -7.8k	-7,751 -8.9%
93	UGI CORP NEW COM UGI	UGI	96,040	$3.4m0.20%	0.20%	Added +4.2k	+4,240 4.6%
94	WESTERN DIGITAL CORP COM WDC	WDC	5,235	$3.3m0.20%	0.20%	Reduced -1.9k	-1,863 -26.2%
95	ARROW ELECTRS INC COM ARW	ARW	15,541	$3.3m0.20%	0.20%	Added +11.8k	+11,830 318.8%
96	MATCH GROUP INC NEW COM MTCH	MTCH	86,101	$3.3m0.20%	0.20%	Reduced -10.3k	-10,318 -10.7%
97	LAMAR ADVERTISING CO NEW CL A LAMR	LAMR	20,947	$3.3m0.20%	0.20%	Added +14.5k	+14,488 224.3%
98	BOYD GAMING CORP COM BYD	BYD	36,400	$3.2m0.20%	0.20%	Reduced -1.8k	-1,833 -4.8%
99	VANGUARD FIXED INCOME SECS F HIGH-YIELD ACTV VGHY	VGHY	42,922	$3.2m0.20%	0.20%	Added +337	+337 0.8%
100	HCA HEALTHCARE INC COM HCA	HCA	8,224	$3.2m0.20%	0.20%	Added +604	+604 7.9%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	72,984	$12.4m73.0k shares
ENTERPRISE PRODS PARTNERS L EPD	EPD	154,492	$5.8m154.5k shares
VANGUARD WORLD FD MGK	MGK	58,535	$4.3m58.5k shares
NRG ENERGY INC NRG	NRG	21,628	$3.2m21.6k shares
ISHARES TR IDEV	IDEV	36,574	$3.1m36.6k shares
FLOWSERVE CORP FLS	FLS	35,348	$2.6m35.3k shares
INGREDION INC INGR	INGR	19,942	$2.2m19.9k shares
DIMENSIONAL ETF TRUST DFIS	DFIS	64,450	$2.2m64.5k shares
BLACKSTONE INC BX	BX	18,802	$2.2m18.8k shares
DIMENSIONAL ETF TRUST DFAE	DFAE	63,200	$2.1m63.2k shares
VANGUARD INDEX FDS VTV	VTV	10,603	$2.1m10.6k shares
ISHARES TR IUSV	IUSV	19,656	$2.0m19.7k shares
LEIDOS HOLDINGS INC LDOS	LDOS	12,862	$2.0m12.9k shares
INVESCO EXCHANGE TRADED FD T RSP	RSP	10,402	$2.0m10.4k shares
SELECT SECTOR SPDR TR XLK	XLK	14,890	$2.0m14.9k shares
VANGUARD INDEX FDS VXF	VXF	9,594	$2.0m9.6k shares
ISHARES TR IUSG	IUSG	12,613	$2.0m12.6k shares
HUT 8 CORP HUT	HUT	37,105	$1.7m37.1k shares
HONEYWELL INTL INC		3,770	$1.7m3.8k shares
MCDONALDS CORP MCD	MCD	5,392	$1.7m5.4k shares
VANGUARD INTL EQUITY INDEX F VWO	VWO	30,631	$1.7m30.6k shares
AT&T INC T	T	56,044	$1.6m56.0k shares
HORMEL FOODS CORP HRL	HRL	70,499	$1.6m70.5k shares
SPDR GOLD TR GLD	GLD	3,694	$1.6m3.7k shares
DIAMONDBACK ENERGY INC FANG	FANG	7,039	$1.4m7.0k shares