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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 19 of 25  ·  492 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 VIRTUS ARTIFICIAL INTELLIGEN 11,209.0 $315K 0.02% -312.0 -2.7% $28.07
362 NSC NORFOLK SOUTHN CORP Industrials 987.0 $311K 0.02% -693.0 -41.2% $314.72 +9.0%
363 CRBG COREBRIDGE FINL INC Financial Services 10,829.0 $310K 0.02% -13K -55.0% $28.63 +16.4%
364 PINNACLE FINL PARTNERS INC 3,050.0 $308K 0.02% -4K -55.3% $100.89
365 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,776.0 $306K 0.02% -471.0 -11.1% $81.17 -6.1%
366 PH PARKER-HANNIFIN CORP Industrials 313.0 $306K 0.02% -611.0 -66.1% $976.66 +6.0%
367 BBY BEST BUY INC Consumer Cyclical 3,973.0 $305K 0.02% -604.0 -13.2% $76.84 +14.3%
368 TWLO TWILIO INC Communication Services 1,479.0 $305K 0.02% -3K -68.7% $206.33 +12.8%
369 JHG JANUS HENDERSON GROUP PLC Financial Services 5,832.0 $303K 0.02% -4K -38.6% $51.89 +0.1%
370 BBWI BATH & BODY WORKS INC Consumer Cyclical 12,952.0 $300K 0.02% -10K -44.2% $23.13 -13.5%
371 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 3,912.0 $299K 0.02% -5K -57.8% $76.43 -3.8%
372 AFB ALLIANCEBERNSTEIN NATL MUN I Financial Services 25,992.0 $297K 0.02% -1K -4.8% $11.41 -3.8%
373 BIL SPDR SERIES TRUST 3,223.0 $295K 0.02% -37K -92.0% $91.64 -0.1%
374 D DOMINION ENERGY INC Utilities 4,295.0 $293K 0.02% -220.0 -4.9% $68.30 +1.2%
375 TM TOYOTA MOTOR CORP Consumer Cyclical 1,732.0 $292K 0.02% -116.0 -6.3% $168.44 +12.1%
376 FNF FIDELITY NATL FINL INC Financial Services 6,179.0 $292K 0.02% -1K -18.0% $47.21 +3.7%
377 WAB WABTEC Industrials 1,077.0 $290K 0.02% -2K -66.9% $269.64 +9.6%
378 RPRX ROYALTY PHARMA PLC Healthcare 5,164.0 $289K 0.02% -4K -43.6% $56.05 +6.9%
379 HR HEALTHCARE RLTY TR Real Estate 14,302.0 $288K 0.02% -771.0 -5.1% $20.17 -4.8%
380 LEN LENNAR CORP Consumer Cyclical 3,181.0 $288K 0.02% -477.0 -13.0% $90.50 -5.6%
Page 19 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%