Evolve Private Wealth, LLC ETF holdings
Los Angeles, CA
Reported $489.8M in 67 ETFs in its Form 13F for June 30, 2026.
ETF value
$489.8M
ETFs held
67
Change from prior quarter
-24.2%
With price moves
ETFs as a share of its 13F
29.9%
of $1.6B
Top 10 of 67 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| HTRB | Hartford Total Return Bond ETF | $51.1M | 1,508,341 | +92,428 shares |
| BOND | PIMCO Active Bond Exchange-Traded Fund | $51.0M | 553,056 | +26,523 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $44.0M | 444,989 | +11,372 shares |
| VCRB | Vanguard Core Bond ETF | $38.6M | 499,984 | +33,105 shares |
| BND | Vanguard Total Bond Market ETF | $33.3M | 453,903 | −22,992 shares |
| ISCF | iShares International Small-Cap Equity Factor ETF | $29.8M | 688,053 | +40,508 shares |
| EMGF | iShares Emerging Markets Equity Factor ETF | $27.4M | 373,728 | +10,361 shares |
| CGCP | Capital Group Core Plus Income ETF | $21.5M | 964,284 | +44,664 shares |
| IAU | iShares Gold Trust | $20.1M | 265,660 | +25,099 shares |
| MFEM | PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF | $16.5M | 584,957 | +23,265 shares |
57 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002111131. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Evolve Private Wealth, LLC own?
Evolve Private Wealth, LLC reported 67 ETF positions worth $489.8M in its Form 13F for June 30, 2026. The largest was HTRB, at $51.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.