Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| HTRBHartford Fds Exchange Traded | $51.1M | 3.1% | +6.5% |
| BONDPimco Etf Tr | $51.0M | 3.1% | +5.0% |
| NVDANvidia Corporation | $49.2M | 3.0% | −12.8% |
| AAPLApple Inc | $46.1M | 2.8% | −46.8% |
| AGGIshares Tr | $44.0M | 2.7% | +2.6% |
| VCRBVanguard Malvern Fds | $38.6M | 2.4% | +7.1% |
| BNDVanguard Bd Index Fds | $33.3M | 2.0% | −4.8% |
| GOOGLAlphabet Inc | $29.9M | 1.8% | −11.1% |
| ISCFIshares Tr | $29.8M | 1.8% | +6.3% |
| MSFTMicrosoft Corp | $27.7M | 1.7% | −24.3% |
| EMGFIshares Inc | $27.4M | 1.7% | +2.9% |
| CGCPCapital Grp Fixed Incm Etf T | $21.5M | 1.3% | +4.9% |
| IAUIshares Gold Tr | $20.1M | 1.2% | +10.4% |
| AVGOBroadcom Inc | $18.2M | 1.1% | −23.8% |
| MUMicron Technology Inc | $17.9M | 1.1% | −4.7% |
| AMZNAmazon Com Inc | $17.3M | 1.1% | −36.8% |
| MFEMPimco Equity Ser | $16.5M | 1.0% | +4.1% |
| LRCXLam Research Corp | $15.9M | 1.0% | −8.0% |
| KLACKla Corp | $13.6M | 0.8% | +837.8% |
| SMLFIshares Tr | $13.2M | 0.8% | +1.5% |
| IEMGIshares Inc | $12.9M | 0.8% | −15.9% |
| METAMeta Platforms Inc | $12.9M | 0.8% | −19.8% |
| JPMJpmorgan Chase & Co | $11.2M | 0.7% | −25.7% |
| GMGeneral Mtrs Co | $10.5M | 0.6% | −5.2% |
| VTIVanguard Index Fds | $9.5M | 0.6% | −46.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LRCXLam Research Corp | December 31, 2025 | +153.1% | $15.9M |
| HPEHewlett Packard Enterprise C | December 31, 2025 | +87.8% | $6.9M |
| CATCaterpillar Inc | December 31, 2025 | +85.9% | $7.4M |
| JBLJabil Inc | December 31, 2025 | +69.1% | $9.3M |
| CSCOCisco Sys Inc | December 31, 2025 | +52.5% | $6.8M |
| EMGFIshares Inc | December 31, 2025 | +26.6% | $27.4M |
| IEMGIshares Inc | December 31, 2025 | +23.2% | $12.9M |
| SPSMSpdr Series Trust | December 31, 2025 | +23.1% | $7.7M |
| JNJJohnson & Johnson | December 31, 2025 | +22.7% | $8.0M |
| MFEMPimco Equity Ser | December 31, 2025 | +22.1% | $16.5M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $12.4M
- EPDEnterprise Prods Partners L was $5.8M
- MGKVanguard World Fd was $4.3M
- NRGNrg Energy Inc was $3.2M
- IDEVIshares Tr was $3.1M
- FLSFlowserve Corp was $2.6M
- INGRIngredion Inc was $2.2M
- DFISDimensional Etf Trust was $2.2M
- BXBlackstone Inc was $2.2M
- DFAEDimensional Etf Trust was $2.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.9% | +14.8% |
| March 31, 2026 | −1.8% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Evolve Private Wealth, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2111131&type=13F-HR&dateb=&owner=include&count=40CIK 2111131
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2111131/000195175726001250/Filed August 12, 2026 · accession 0001951757-26-001250