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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 11 of 25  ·  492 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ECF ELLSWORTH GROWTH & INCOME FD Financial Services 66,203.0 $875K 0.05% -3K -3.7% $13.21 -3.1%
202 GLW CORNING INC Technology 3,383.0 $864K 0.05% -5K -58.9% $255.43 -37.4%
203 HOOD ROBINHOOD MKTS INC Financial Services 8,574.0 $860K 0.05% -2K -19.2% $100.28 -8.7%
204 GLO CLOUGH GLOBAL OPPORTUNITIES Financial Services 139,939.0 $856K 0.05% -9K -5.8% $6.12 -2.9%
205 CFG CITIZENS FINL GROUP INC Financial Services 12,217.0 $856K 0.05% -7K -34.9% $70.07 +4.8%
206 COLB COLUMBIA BKG SYS INC Financial Services 26,642.0 $854K 0.05% -4K -13.1% $32.05 +0.3%
207 A AGILENT TECHNOLOGIES INC Healthcare 6,386.0 $850K 0.05% -1K -15.7% $133.09 +11.5%
208 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 5,036.0 $849K 0.05% -1K -19.1% $168.53 -8.5%
209 VMC VULCAN MATLS CO Basic Materials 2,868.0 $846K 0.05% -2K -45.7% $295.04 -7.9%
210 FT FRANKLIN UNVL TR Financial Services 103,790.0 $837K 0.05% -8K -6.9% $8.06 -2.3%
211 SWZ TOTAL RETURN SECURITIES FUND Financial Services 139,192.0 $827K 0.05% -7K -4.8% $5.94 -0.3%
212 JXN JACKSON FINANCIAL INC Financial Services 8,027.0 $822K 0.05% -2K -20.2% $102.39 +31.7%
213 CCK CROWN HLDGS INC Consumer Cyclical 7,312.0 $818K 0.05% -3K -26.8% $111.83 +4.5%
214 PB PROSPERITY BANCSHARES INC Financial Services 11,084.0 $816K 0.05% -263.0 -2.3% $73.60 +1.0%
215 BCAT BLACKROCK CAP ALLOCATION TER Financial Services 51,089.0 $814K 0.05% -48K -48.4% $15.93 -1.1%
216 BURL BURLINGTON STORES INC Consumer Cyclical 2,559.0 $811K 0.05% -210.0 -7.6% $316.80 +6.4%
217 EPR EPR PPTYS Real Estate 13,853.0 $808K 0.05% -2K -10.2% $58.32 +3.5%
218 FRT FEDERAL RLTY INVT TR NEW Real Estate 6,518.0 $805K 0.05% -546.0 -7.7% $123.44 -4.8%
219 CI THE CIGNA GROUP Healthcare 2,887.0 $796K 0.05% -1K -28.9% $275.70 +1.0%
220 NTNX NUTANIX INC Technology 15,586.0 $794K 0.05% -6K -27.6% $50.96 +29.2%
Page 11 of 25  ·  492 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 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%