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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 18 of 25  ·  492 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 NZF NUVEEN MUN CR INCOME FD Financial Services 27,855.0 $355K 0.02% -5K -14.4% $12.76 -3.7%
342 HII HUNTINGTON INGALLS INDS INC Industrials 1,246.0 $349K 0.02% -1K -49.8% $279.79 +14.5%
343 DMA DESTRA MULTI-ALTERNATIVE FD Financial Services 46,576.0 $348K 0.02% -4K -8.4% $7.48 +0.5%
344 THG HANOVER INS GROUP INC Financial Services 1,618.0 $347K 0.02% -1K -43.5% $214.17 +4.1%
345 SWK STANLEY BLACK & DECKER INC Industrials 3,669.0 $345K 0.02% -5K -58.2% $94.12 +5.2%
346 CTVA CORTEVA INC Basic Materials 4,024.0 $341K 0.02% -567.0 -12.3% $84.70 -7.9%
347 ARMK ARAMARK Industrials 5,978.0 $340K 0.02% -2K -28.5% $56.90 +7.3%
348 FOX FOX CORP Communication Services 7,250.0 $340K 0.02% -360.0 -4.7% $46.84 +32.8%
349 BRO BROWN & BROWN INC Financial Services 5,270.0 $338K 0.02% -394.0 -7.0% $64.15 +9.6%
350 EXPAND ENERGY CORPORATION 3,663.0 $334K 0.02% -410.0 -10.1% $91.20
351 OMC OMNICOM GROUP INC Communication Services 4,489.0 $329K 0.02% -37K -89.1% $73.40 +18.4%
352 USB US BANCORP Financial Services 5,397.0 $329K 0.02% -11K -67.5% $60.99 +6.2%
353 UBER UBER TECHNOLOGIES INC Technology 4,557.0 $329K 0.02% -12K -71.8% $72.15 +4.4%
354 VTR VENTAS INC Real Estate 3,669.0 $328K 0.02% -4K -50.2% $89.31 +2.6%
355 ALL ALLSTATE CORP Financial Services 1,362.0 $326K 0.02% -967.0 -41.5% $239.41 +9.5%
356 VFC V F CORP Consumer Cyclical 19,285.0 $322K 0.02% -3K -11.7% $16.68 -13.3%
357 UBS UBS GROUP AG Financial Services 6,415.0 $318K 0.02% -1K -16.3% $49.56 +7.0%
358 IEFA ISHARES TR 3,283.0 $317K 0.02% -23K -87.4% $96.57 +3.5%
359 VGT VANGUARD WORLD FD 2,647.0 $316K 0.02% -6K -68.3% $119.52 +0.2%
360 CARR CARRIER GLOBAL CORPORATION Industrials 4,297.0 $315K 0.02% -5K -51.2% $73.35 -16.6%
Page 18 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%