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Razmig Der-Tavitian

Evolve Private Wealth, Llc

Assets Managed
$1.871B
Holdings
994
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
10.9%(2Q avg: 5.45%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Evolve Private Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 994 positions.

Assets under management

The assets under management (AUM) of Evolve Private Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.871B in assets, with a quarterly growth rate of 10.9% and a 2-quarter average growth rate of 5.45%. The portfolio is managed by Razmig Der-Tavitian, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 27.09%
4.48%
$83.767M
832,175 shares@ $100.67 avg price
AAPL
Apple Inc
Recent Activity
Increased 10.82%
4.07%
$76.098M
299,847 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 12.8%
2.64%
$49.221M
282,233 shares@ $174.4 avg price
BOND
Pimco Active Bond Exchange-t
Recent Activity
Increased 12.86%
2.6%
$48.588M
526,533 shares@ $92.28 avg price
HTRB
Hartford Ttl Rtrn Bnd Etf
Recent Activity
Increased 11.55%
2.56%
$47.773M
1.416M shares@ $33.75 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -1.95%
2.31%
$43.045M
433,617 shares@ $99.27 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 25.79%
1.94%
$36.295M
98,048 shares@ $370.18 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
New Position
1.94%
$36.127M
466,879 shares@ $77.38 avg price
BND
Vanguard Total Bond Market
Recent Activity
Decreased -17.41%
1.88%
$35.119M
476,895 shares@ $73.65 avg price
ISCF
Ishares International Small
Recent Activity
Increased 5.04%
1.45%
$27.061M
647,545 shares@ $41.79 avg price

1-10 of 994