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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 17 of 25  ·  492 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IDA IDACORP INC Utilities 2,532.0 $383K 0.02% -565.0 -18.2% $151.30 -5.7%
322 MAS MASCO CORP Industrials 4,679.0 $381K 0.02% -2K -32.5% $81.37 -9.0%
323 BDX BECTON DICKINSON & CO Healthcare 2,512.0 $381K 0.02% -4K -60.8% $151.57 +20.8%
324 CDW CDW CORP Technology 2,706.0 $381K 0.02% -958.0 -26.1% $140.63 -3.0%
325 VLYPN VALLEY NATL BANCORP Financial Services 25,672.0 $380K 0.02% -32K -55.4% $14.82 +73.0%
326 WEC WEC ENERGY GROUP INC Utilities 3,248.0 $379K 0.02% -3K -49.0% $116.77 -5.1%
327 MDT MEDTRONIC PLC Healthcare 4,798.0 $378K 0.02% -7K -58.1% $78.72 +17.7%
328 LVS LAS VEGAS SANDS CORP Consumer Cyclical 8,157.0 $377K 0.02% -4K -32.4% $46.19 -1.0%
329 TW TRADEWEB MKTS INC Financial Services 3,780.0 $377K 0.02% -990.0 -20.8% $99.66 +6.1%
330 NPCT NUVEEN CORE PLUS IMPACT FUND Financial Services 36,196.0 $370K 0.02% -3K -7.8% $10.22 -4.7%
331 MUC BLACKROCK MUNIHLDNGS CALI Financial Services 33,438.0 $369K 0.02% -20K -37.5% $11.04 -3.4%
332 VC VISTEON CORP Consumer Cyclical 3,717.0 $369K 0.02% -3K -40.9% $99.20 +7.1%
333 IVZ INVESCO LTD Financial Services 13,893.0 $366K 0.02% -10K -42.6% $26.38 +23.5%
334 RQI COHEN & STEERS QUALITY INCOM Financial Services 29,645.0 $365K 0.02% -1K -3.5% $12.31 +0.8%
335 NOC NORTHROP GRUMMAN CORP Industrials 713.0 $363K 0.02% -1K -61.8% $509.57 +16.5%
336 PYPL PAYPAL HLDGS INC Financial Services 8,412.0 $363K 0.02% -3K -26.9% $43.18 +40.5%
337 KO COCA COLA CO Consumer Defensive 4,344.0 $358K 0.02% -37K -89.4% $82.50 +7.7%
338 GAP GAP INC Consumer Cyclical 19,167.0 $358K 0.02% -7K -27.1% $18.68 +7.9%
339 LFUS LITTELFUSE INC Technology 782.0 $356K 0.02% -39.0 -4.8% $455.30 -3.9%
340 HAE HAEMONETICS CORP MASS Healthcare 4,739.0 $355K 0.02% -538.0 -10.2% $75.00 +40.9%
Page 17 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%