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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 10 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EW EDWARDS LIFESCIENCES CORP Healthcare 4,646.0 $372K 0.02% -2K -32.0% $80.08 +1.6%
182 PXF INVESCO EXCH TRADED FD TR II 5,320.0 $372K 0.02% -70.0 -1.3% $69.90 +7.6%
183 RGA REINSURANCE GROUP AMER INC Financial Services 1,790.0 $365K 0.02% -21.0 -1.2% $204.16 +3.4%
184 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,100.0 $364K 0.02% -683.0 -38.3% $330.87 -13.3%
185 NDAQ NASDAQ INC Financial Services 4,273.0 $363K 0.02% -2K -31.2% $84.89 +7.1%
186 INVH INVITATION HOMES INC Real Estate 14,525.0 $361K 0.02% -2K -10.9% $24.85 +14.6%
187 G GENPACT LIMITED Technology 9,570.0 $356K 0.02% -39K -80.3% $37.25 -22.3%
188 DKNG DRAFTKINGS INC NEW Consumer Cyclical 16,356.0 $354K 0.02% -14K -46.5% $21.62 +16.3%
189 FNF FIDELITY NATL FINL INC Financial Services 7,538.0 $350K 0.02% -5K -38.2% $46.38 +3.0%
190 CNNE CANNAE HLDGS INC Consumer Cyclical 30,695.0 $349K 0.02% -465.0 -1.5% $11.37 +15.4%
191 VB VANGUARD INDEX FDS 1,304.0 $342K 0.02% -837.0 -39.1% $261.92 +7.6%
192 ROP ROPER TECHNOLOGIES INC Industrials 964.0 $341K 0.02% -1K -52.5% $353.86 -10.1%
193 ARMK ARAMARK Industrials 8,363.0 $339K 0.02% -3K -26.4% $40.54 +30.9%
194 DFAI DIMENSIONAL ETF TRUST 8,684.0 $338K 0.02% -126.0 -1.4% $38.96 +4.8%
195 SAP SAP SE Technology 1,972.0 $338K 0.02% -8K -79.8% $171.24 -4.1%
196 URTH ISHARES INC 1,867.0 $336K 0.02% -555.0 -22.9% $180.02 +11.1%
197 SON SONOCO PRODS CO Consumer Cyclical 6,162.0 $333K 0.02% -512.0 -7.7% $54.09 -8.6%
198 TD TORONTO DOMINION BK ONT Financial Services 3,533.0 $330K 0.02% -192.0 -5.2% $93.31 +16.0%
199 JKHY HENRY JACK & ASSOC INC Technology 2,073.0 $328K 0.02% -352.0 -14.5% $158.07 -15.2%
200 AKAM AKAMAI TECHNOLOGIES INC Technology 2,852.0 $328K 0.02% -318.0 -10.0% $114.85 +31.4%
Page 10 of 14  ·  280 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%