EVOLVE PRIVATE WEALTH, LLC
Top Portfolio Positions
865 positions ·
$1,240,907,356 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
299,847 | $76,098,170 | 6.13% | |
| NVDA |
Nvidia Corp
Technology
|
282,233 | $49,221,435 | 3.97% | |
| MSFT |
Microsoft Corp
Technology
|
98,048 | $36,294,428 | 2.92% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
94,046 | $27,043,867 | 2.18% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
114,490 | $23,844,832 | 1.92% | |
| IAU |
Ishares Gold Trust
|
240,561 | $21,207,857 | 1.71% | |
| AVGO |
Broadcom Inc.
Technology
|
63,284 | $19,587,030 | 1.58% | |
| META |
Meta Platforms, Inc.
Communication Services
|
28,527 | $16,321,152 | 1.32% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
46,242 | $13,602,546 | 1.10% | |
| XOM |
Exxon Mobil Corp
Energy
|
72,984 | $12,382,465 | 1.00% |
Portfolio Trend
2 quarters · across all stocks
Holdings in BMEZ
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,181,899 | 82,305 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,103,616 | 73,330 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||