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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 12 of 25  ·  492 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 REGN REGENERON PHARMACEUTICALS Healthcare 1,259.0 $785K 0.05% -680.0 -35.1% $623.65 +29.9%
222 CRWD CROWDSTRIKE HLDGS INC Technology 1,023.0 $780K 0.05% -522.0 -33.8% $190.72 +11.6%
223 NMAI NUVEEN MULTI ASSET INCOME FU Financial Services 54,259.0 $775K 0.05% -3K -4.8% $14.29 +0.8%
224 WCC WESCO INTL INC Industrials 2,235.0 $772K 0.05% -1K -36.0% $345.47 +1.1%
225 NOW SERVICENOW INC Technology 7,775.0 $772K 0.05% -4K -32.3% $99.29 +20.4%
226 TPZ TORTOISE CAPITAL SERIES TRUS 34,868.0 $763K 0.05% -5K -12.8% $21.87 -0.3%
227 NEE NEXTERA ENERGY INC Utilities 8,497.0 $746K 0.05% -8K -47.3% $87.77 -1.8%
228 ADBE ADOBE INC Technology 3,633.0 $745K 0.05% -29.0 -0.8% $205.01 +28.4%
229 DVN DEVON ENERGY CORP NEW Energy 17,699.0 $731K 0.04% -5K -22.3% $41.32 +15.8%
230 ESGE ISHARES INC 13,210.0 $722K 0.04% -941.0 -6.7% $54.69 -4.0%
231 BTT BLACKROCK MUN TARGET TERM TR Financial Services 31,643.0 $721K 0.04% -3K -7.3% $22.80 -0.9%
232 HAL HALLIBURTON CO Energy 21,228.0 $721K 0.04% -2K -8.1% $33.95 +2.1%
233 AMGN AMGEN INC Healthcare 1,980.0 $717K 0.04% -4K -63.9% $362.10 +17.4%
234 PG PROCTER & GAMBLE CO Consumer Defensive 4,839.0 $710K 0.04% -15K -75.7% $146.63 -2.2%
235 KMX CARMAX INC Consumer Cyclical 13,271.0 $702K 0.04% -6K -32.6% $52.89 +8.5%
236 DDOG DATADOG INC Technology 2,671.0 $696K 0.04% -1K -35.9% $260.40 -5.5%
237 CDP COPT DEFENSE PROPERTIES Real Estate 18,910.0 $694K 0.04% -5K -22.1% $36.71 +0.4%
238 CSX CSX CORP Industrials 14,585.0 $693K 0.04% -21K -58.9% $47.53 +5.7%
239 TXN TEXAS INSTRS INC Technology 2,305.0 $687K 0.04% -3K -60.0% $298.12 -8.7%
240 DIS DISNEY WALT CO Communication Services 7,059.0 $685K 0.04% -11K -61.8% $97.04 +7.2%
Page 12 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%