Long-term investor
Evolve Private Wealth, LLC @evolveprivatewealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002111131).
Record
- Tracked since 2025-12-31 (257 days), 91 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.9%
- Max drawdown n/a · win rate 29% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- HTRB · 3.1% · long · since 2025-12-31
- BOND · 3.1% · long · since 2025-12-31
- NVDA · 3.0% · long · since 2025-12-31
- AAPL · 2.8% · long · since 2025-12-31
- AGG · 2.7% · long · since 2025-12-31
- VCRB · 2.4% · long · since 2026-03-31
- BND · 2.0% · long · since 2025-12-31
- GOOGL · 1.8% · long · since 2025-12-31
- ISCF · 1.8% · long · since 2025-12-31
- MSFT · 1.7% · long · since 2025-12-31
- EMGF · 1.7% · long · since 2025-12-31
- CGCP · 1.3% · long · since 2025-12-31