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Portfolio (Quarterly) Guide ↗

EVOLVE PRIVATE WEALTH, LLC

· CIK 0002111131
13F Portfolio $1.6B AUM 1,003 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 272 New 227 Added 492 Reduced 263 Exited
Page 12 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IVE ISHARES TR 1,073.0 $244K 0.01% +118.0 +12.4% $227.06 +4.6%
222 CHWY CHEWY INC Consumer Cyclical 10,897.0 $214K 0.01% +732.0 +7.2% $19.65 +17.8%
223 NMR NOMURA HLDGS INC Financial Services 21,439.0 $188K 0.01% +6K +38.9% $8.78 +10.6%
224 AEGON LTD 19,677.0 $171K 0.01% +3K +16.1% $8.68
225 MPT MEDICAL PROPERTIES TRUST INC Financial Services 34,872.0 $164K 0.01% +1K +3.8% $4.72 -14.6%
226 CCC CCC INTELLIGENT SOLUTIONS HL Technology 20,745.0 $107K 0.01% +1K +7.0% $5.16 +30.0%
227 SNAP SNAP INC Communication Services 14,082.0 $63K 0.00% +3K +25.9% $4.44 +18.8%
Page 12 of 12  ·  227 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 29.5%
Financial Services 19.9%
Consumer Cyclical 10.5%
Industrials 9.9%
Healthcare 9.8%
Communication Services 6.6%
Consumer Defensive 4.0%
Energy 2.6%
Real Estate 2.5%
Utilities 2.5%