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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 5 of 25  ·  492 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GILD GILEAD SCIENCES INC Healthcare 20,202.0 $2.6M 0.16% -8K -27.7% $126.35 +11.4%
82 MPWR MONOLITHIC PWR SYS INC Technology 1,828.0 $2.5M 0.15% -2K -45.5% $1384.68 -3.1%
83 VIRTUS DIVIDEND INTEREST & P 163,454.0 $2.5M 0.15% -9K -5.4% $15.19
84 JLL JONES LANG LASALLE INC Real Estate 7,970.0 $2.5M 0.15% -2K -17.9% $309.95 +19.4%
85 CET CENTRAL SECS CORP Financial Services 46,777.0 $2.5M 0.15% -3K -5.7% $52.45 +4.4%
86 RS RELIANCE INC Basic Materials 6,529.0 $2.4M 0.15% -1K -13.7% $373.61 +13.2%
87 GAM GENERAL AMERN INVS CO INC Financial Services 38,203.0 $2.4M 0.15% -2K -5.3% $63.75 +6.8%
88 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,256.0 $2.4M 0.15% -3K -51.0% $747.63 +2.8%
89 V VISA INC Financial Services 7,084.0 $2.4M 0.15% -2K -21.4% $343.11 +5.4%
90 PCG PG&E CORP Utilities 140,496.0 $2.4M 0.14% -2K -1.4% $16.87 +5.7%
91 SNDK SANDISK CORP Technology 1,037.0 $2.4M 0.14% -1K -53.2% $2274.63 -25.6%
92 IBM INTERNATIONAL BUSINESS MACHS Technology 8,299.0 $2.3M 0.14% -23K -73.5% $281.20 -17.3%
93 BAC BANK OF AMER CORP Financial Services 39,404.0 $2.2M 0.14% -19K -32.2% $56.98 +12.7%
94 TECHNIPFMC PLC 33,433.0 $2.2M 0.14% -1K -4.2% $66.30
95 MLI MUELLER INDS INC Industrials 17,545.0 $2.2M 0.13% -177.0 -1.0% $122.93 -47.2%
96 CVIE MORGAN STANLEY ETF TRUST 25,304.0 $2.2M 0.13% -412.0 -1.6% $85.01 +0.5%
97 FDX FEDEX CORP Industrials 6,823.0 $2.1M 0.13% -950.0 -12.2% $314.33 +5.7%
98 FORTINET INC 13,688.0 $2.1M 0.13% -2K -12.4% $153.62
99 VRT VERTIV HOLDINGS CO Industrials 6,207.0 $2.1M 0.13% -482.0 -7.2% $334.82 -17.1%
100 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 78,995.0 $2.0M 0.12% -3K -4.2% $25.55 +2.1%
Page 5 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%