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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 22 of 25  ·  492 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ENB ENBRIDGE INC Energy 4,439.0 $241K 0.01% -2K -28.2% $54.21 -5.4%
422 FERG FERGUSON ENTERPRISES INC Industrials 1,005.0 $240K 0.01% -998.0 -49.8% $239.02 +1.0%
423 TD TORONTO DOMINION BK ONT Financial Services 1,972.0 $239K 0.01% -2K -44.2% $121.41 +0.2%
424 BDC BELDEN INC Technology 1,974.0 $237K 0.01% -4K -65.7% $119.97 +9.6%
425 KBH KB HOME Consumer Cyclical 3,783.0 $237K 0.01% -2K -36.9% $62.59 -13.2%
426 EW EDWARDS LIFESCIENCES CORP Healthcare 2,613.0 $236K 0.01% -2K -43.8% $90.46 +1.0%
427 ETN EATON CORP PLC Industrials 550.0 $235K 0.01% -4K -88.4% $427.07 +0.7%
428 MLM MARTIN MARIETTA MATLS INC Basic Materials 404.0 $233K 0.01% -675.0 -62.6% $576.57 -9.2%
429 AA ALCOA CORP Basic Materials 4,455.0 $232K 0.01% -2K -32.5% $52.14 -5.1%
430 CEV EATON VANCE CALIF MUN INCOM Financial Services 22,021.0 $232K 0.01% -2K -6.8% $10.52 +0.7%
431 MKL MARKEL GROUP INC Financial Services 118.0 $230K 0.01% -79.0 -40.1% $1953.01 -6.7%
432 RGLD ROYAL GOLD INC Basic Materials 1,154.0 $230K 0.01% -1K -48.5% $199.62 +16.2%
433 MET METLIFE INC Financial Services 2,721.0 $230K 0.01% -4K -60.4% $84.62 +14.8%
434 NOK NOKIA CORP Technology 17,288.0 $230K 0.01% -2K -8.6% $13.28 -21.7%
435 CL COLGATE PALMOLIVE CO Consumer Defensive 2,489.0 $228K 0.01% -5K -67.5% $91.68 -0.2%
436 VUG VANGUARD INDEX FDS 2,642.0 $228K 0.01% -12K -81.9% $86.13 +2.2%
437 SLB SLB LIMITED Energy 4,860.0 $227K 0.01% -8K -62.0% $46.67 +14.4%
438 TAFI AB ACTIVE ETFS INC 8,949.0 $226K 0.01% -307K -97.2% $25.22 -0.7%
439 AMP AMERIPRISE FINL INC Financial Services 490.0 $225K 0.01% -852.0 -63.5% $459.17 +22.9%
440 GLPI GAMING & LEISURE P Real Estate 5,041.0 $224K 0.01% -6K -52.3% $44.53 -4.4%
Page 22 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%