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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 8 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Status
141 EFAV ISHARES TR 3,635 $332K 0.02% SOLD
142 AXTA AXALTA COATING SYS LTD Basic Materials 11,984 $332K 0.02% SOLD
143 CGNX COGNEX CORP Technology 6,764 $331K 0.02% SOLD
144 JKHY HENRY JACK & ASSOC INC Technology 2,073 $328K 0.02% SOLD
145 CMU MFS HIGH YIELD MUN TR Financial Services 91,331 $327K 0.02% SOLD
146 PEN PENUMBRA INC Healthcare 995 $327K 0.02% SOLD
147 PAA PLAINS ALL AMERN PIPELINE L Energy 14,595 $326K 0.02% SOLD
148 Q QNITY ELECTRONICS INC Technology 2,808 $324K 0.02% SOLD
149 NDSN NORDSON CORP Industrials 1,204 $320K 0.02% SOLD
150 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 5,558 $320K 0.02% SOLD
151 ROL ROLLINS INC Consumer Cyclical 5,987 $320K 0.02% SOLD
152 MGA MAGNA INTL INC Consumer Cyclical 5,705 $318K 0.02% SOLD
153 JTEK J P MORGAN EXCHANGE TRADED F 3,973 $316K 0.02% SOLD
154 STLD STEEL DYNAMICS INC Basic Materials 1,754 $316K 0.02% SOLD
155 PPG PPG INDS INC Basic Materials 2,929 $313K 0.02% SOLD
156 VBIL VANGUARD INSTL INDEX FD 4,086 $309K 0.02% SOLD
157 PEGA PEGASYSTEMS INC Technology 7,251 $309K 0.02% SOLD
158 PCOR PROCORE TECHNOLOGIES INC Technology 5,408 $308K 0.02% SOLD
159 CACI CACI INTL INC Technology 565 $307K 0.02% SOLD
160 FMC FMC CORP Basic Materials 17,744 $306K 0.02% SOLD
Page 8 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%