EVOLVE PRIVATE WEALTH, LLC

CIK
0002111131
City
LOS ANGELES
State / Country
CA

Top Portfolio Positions

726 positions · $1,090,997,523 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
270,573 $73,557,975 6.74%
NVDA
Nvidia Corp
Technology
250,212 $46,664,538 4.28%
MSFT
Microsoft Corp
Technology
77,948 $37,697,211 3.46%
GOOGL
Alphabet Inc.
Communication Services
89,759 $28,094,567 2.58%
AMZN
Amazon Com Inc
Consumer Cyclical
102,764 $23,719,986 2.17%
IAU
Ishares Gold Trust
260,335 $21,131,391 1.94%
AVGO
Broadcom Inc.
Technology
58,069 $20,097,680 1.84%
META
Meta Platforms, Inc.
Communication Services
25,855 $17,066,626 1.56%
TSLA
Tesla, Inc.
Consumer Cyclical
37,552 $16,887,885 1.55%
JPM
Jpmorgan Chase & Co
Financial Services
49,545 $15,964,389 1.46%

Holdings in GLO

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Report Date Value (USD) Shares
2025-12-31 $835,008 147,528