Evolve Private Wealth, LLC has disclosed its latest investment holdings, reporting approximately $2.1 billion in assets under management as of September 30, 2026. This significant figure reflects the firm's strategic positioning in the competitive investment advisory sector.

The filing, made on November 13, 2026, reveals a diverse portfolio that includes major companies across various industries. This update is crucial for understanding Evolve's investment strategy and market position.

Background

Evolve Private Wealth, LLC is an investment advisory firm based in Los Angeles, California. Registered with the SEC, the firm focuses on managing assets for clients, providing tailored investment strategies. The firm operates under the Central Index Key (CIK) number 0002111131 and has a fiscal year ending on December 31. Recent filings include a series of 13F reports, with the latest dated November 13, 2026.

What the Filing Says

The recent 13F filing indicates that Evolve Private Wealth has reported a total value of $2,107,809,895 in its holdings. The filing includes details about 863 different securities, showcasing the firm's extensive investment strategy. Notably, the filing states: "The total value of the securities held as of the reporting date is $2,107,809,895." This figure underscores Evolve's substantial presence in the investment advisory landscape.

Impact

This filing may affect various stakeholders, including clients, competitors, and the broader investment community. Clients may view the growth in assets under management as a positive indicator of the firm's performance and expertise. Competitors, such as AQR Capital Management and AllianceBernstein, may feel the pressure to enhance their own investment strategies in response to Evolve's growing influence.

What's Next

The filing does not specify what happens next for Evolve Private Wealth, LLC. However, the firm is expected to continue its strategic investment approach and may release further updates in future filings.