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Manager record

Evolve Private Wealth, Llc

Los Angeles, CA · CIK 2111131 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.64BReported 13F valueQ2 2026 · as filed
1,003Holdings listed
-12.6%vs prior quartervalue change includes market moves
3Quarters on record
Aug 12Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $1.7B$1.7BQ4 2025924 holdingsQ1 2026: $1.9B$1.9BQ1 2026994 holdingsQ2 2026: $1.6B$1.6BQ2 20261,003 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 12 2026 13F-HR · period Q2 2026

$1.64B · 1,003 holdings listed · View original SEC filing ↗
Apr 16 2026 13F-HR · period Q1 2026

$1.87B · 994 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$1.69B · 924 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 12, 2026 · Change methodology