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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 9 of 25  ·  488 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AX AXOS FINANCIAL INC Financial Services 13,670.0 $1.2M 0.06% +764.0 +5.9% $85.09 -1.4%
162 UBER UBER TECHNOLOGIES INC Technology 16,169.0 $1.2M 0.06% +4K +36.9% $71.93 +3.7%
163 BA BOEING CO Industrials 5,694.0 $1.1M 0.06% +2K +55.0% $199.03 +10.5%
164 CFG CITIZENS FINL GROUP INC Financial Services 18,769.0 $1.1M 0.06% +1K +7.6% $59.97 +1.8%
165 BOE BLACKROCK ENHANCED GLOBAL Financial Services 102,266.0 $1.1M 0.06% +4K +3.7% $10.96 +5.7%
166 TXN TEXAS INSTRS INC Technology 5,769.0 $1.1M 0.06% +2K +35.7% $194.14 +58.6%
167 GLW CORNING INC Technology 8,237.0 $1.1M 0.06% +1K +15.4% $135.96 +40.4%
168 LOW LOWES COS INC Consumer Cyclical 4,674.0 $1.1M 0.06% +1K +38.0% $236.28 -7.7%
169 MATX MATSON INC Industrials 6,676.0 $1.1M 0.06% +272.0 +4.2% $163.94 +9.6%
170 CI THE CIGNA GROUP Healthcare 4,061.0 $1.1M 0.06% +1K +48.2% $266.73 +6.9%
171 IJH ISHARES TR 16,022.0 $1.1M 0.06% +3K +26.8% $67.53 +7.0%
172 APH AMPHENOL CORP Technology 8,561.0 $1.1M 0.06% +2K +27.1% $126.35 -3.1%
173 ROST ROSS STORES INC Consumer Cyclical 4,949.0 $1.1M 0.06% +2K +45.2% $216.62 -1.7%
174 ILCG ISHARES TR 11,225.0 $1.1M 0.06% +2K +16.8% $95.48 +20.7%
175 JXN JACKSON FINANCIAL INC Financial Services 10,060.0 $1.1M 0.06% +3K +38.0% $105.72 +4.5%
176 CVSA COVISTA INC Consumer Cyclical 9,217.0 $1.1M 0.06% +395.0 +4.5% $115.25 +8.2%
177 JCI JOHNSON CONTROLS INTERNATION Industrials 7,910.0 $1.0M 0.06% +1K +16.0% $130.95 +8.7%
178 B BARRICK MNG CORP Basic Materials 25,291.0 $1.0M 0.06% +2K +6.6% $40.79 +2.0%
179 AEM AGNICO EAGLE MINES LTD Basic Materials 5,063.0 $1.0M 0.06% +513.0 +11.3% $202.99 -10.1%
180 AMG AFFILIATED MANAGERS GROUP Financial Services 3,663.0 $1.0M 0.05% +264.0 +7.8% $276.70 +6.8%
Page 9 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%