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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 2 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 VWO VANGUARD INTL EQUITY INDEX F 30,631 $1.7M 0.09% SOLD
22 T AT&T INC Communication Services 56,044 $1.6M 0.09% SOLD
23 HRL HORMEL FOODS CORP Consumer Defensive 70,499 $1.6M 0.09% SOLD
24 GLD SPDR GOLD TR Financial Services 3,694 $1.6M 0.09% SOLD
25 FANG DIAMONDBACK ENERGY INC Energy 7,039 $1.4M 0.07% SOLD
26 WELLS FARGO & CO 1,074 $1.2M 0.07% SOLD
27 OKE ONEOK INC NEW Energy 13,474 $1.2M 0.07% SOLD
28 TFC TRUIST FINL CORP Financial Services 24,509 $1.1M 0.06% SOLD
29 BANK AMERICA CORP 933 $1.1M 0.06% SOLD
30 WELL WELLTOWER INC Real Estate 5,595 $1.1M 0.06% SOLD
31 IJH ISHARES TR 16,022 $1.1M 0.06% SOLD
32 ILCG ISHARES TR 11,225 $1.1M 0.06% SOLD
33 ACWX ISHARES TR 14,566 $997K 0.05% SOLD
34 DE DEERE & CO Industrials 1,741 $981K 0.05% SOLD
35 ENSG ENSIGN GROUP INC Healthcare 4,443 $895K 0.05% SOLD
36 J P MORGAN EXCHANGE TRADED F 17,514 $886K 0.05% SOLD
37 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 9,547 $860K 0.05% SOLD
38 EFA ISHARES TR 8,494 $825K 0.04% SOLD
39 EWJ ISHARES INC 9,574 $808K 0.04% SOLD
40 IJR ISHARES TR 6,494 $807K 0.04% SOLD
Page 2 of 14  ·  263 positions
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%