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 14 of 14 · 263 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
261	UWMC	UWM HOLDINGS CORPORATION	Financial Services	13,247	$48K	0.00%	SOLD
262	PLTK	PLAYTIKA HLDG CORP	Technology	10,639	$30K	0.00%	SOLD
263	ALIT	ALIGHT INC	Technology	45,589	$27K	0.00%	SOLD

Page 14 of 14 · 263 positions

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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%