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Portfolio (Quarterly) Guide ↗

EVOLVE PRIVATE WEALTH, LLC

· CIK 0002111131
13F Portfolio $1.9B AUM 994 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 147 New 488 Added 280 Reduced 77 Exited
Page 1 of 25  ·  488 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SGOV ISHARES TR 832,175.0 $83.8M 4.48% +177K +27.1% $100.66 -0.1%
2 AAPL APPLE INC Technology 299,847.0 $76.1M 4.07% +29K +10.8% $253.79 +18.3%
3 NVDA NVIDIA CORPORATION Technology 282,233.0 $49.2M 2.63% +32K +12.8% $174.40 +35.2%
4 BOND PIMCO ETF TR 526,533.0 $48.6M 2.60% +60K +12.8% $92.28 -1.3%
5 HTRB HARTFORD FDS EXCHANGE TRADED 1,415,913.0 $47.8M 2.55% +147K +11.6% $33.74 -0.7%
6 MSFT MICROSOFT CORP Technology 98,048.0 $36.3M 1.94% +20K +25.8% $370.17 +10.6%
7 ISCF ISHARES TR 647,545.0 $27.1M 1.45% +31K +5.0% $41.79 +6.2%
8 GOOGL ALPHABET INC Communication Services 94,046.0 $27.0M 1.45% +4K +4.8% $287.56 +39.5%
9 AMZN AMAZON COM INC Consumer Cyclical 114,490.0 $23.8M 1.27% +12K +11.4% $208.27 +26.8%
10 EMGF ISHARES INC 363,367.0 $22.0M 1.17% +14K +4.0% $60.43 +15.6%
11 CGCP CAPITAL GRP FIXED INCM ETF T 919,620.0 $20.5M 1.10% +158K +20.8% $22.34 -0.8%
12 AVGO BROADCOM INC Technology 63,284.0 $19.6M 1.05% +5K +9.0% $309.51 +37.4%
13 META META PLATFORMS INC Communication Services 28,527.0 $16.3M 0.87% +3K +10.3% $572.12 +8.1%
14 VTI VANGUARD INDEX FDS 47,951.0 $15.4M 0.82% +20K +71.5% $320.81 +13.1%
15 GOOG ALPHABET INC Communication Services 50,443.0 $14.5M 0.77% +8K +19.0% $286.86 +38.5%
16 MFEM PIMCO EQUITY SER 561,692.0 $14.1M 0.75% +12K +2.1% $25.02 +12.5%
17 IEMG ISHARES INC 185,240.0 $12.9M 0.69% +36K +24.1% $69.75 +14.0%
18 XOM EXXON MOBIL CORP Energy 72,984.0 $12.4M 0.66% +6K +8.7% $169.66 -9.9%
19 IVV ISHARES TR 18,841.0 $12.3M 0.66% +12K +185.4% $653.20 +13.7%
20 JNJ JOHNSON & JOHNSON Healthcare 43,235.0 $10.6M 0.56% +2K +5.7% $244.44 -5.6%
Page 1 of 25  ·  488 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.7%
Financial Services 20.1%
Consumer Cyclical 10.2%
Industrials 9.5%
Healthcare 9.2%
Communication Services 6.9%
Energy 5.4%
Consumer Defensive 5.0%
Utilities 3.0%
Basic Materials 2.2%