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Portfolio (Quarterly) Guide ↗

EVOLVE PRIVATE WEALTH, LLC

· CIK 0002111131
13F Portfolio $1.9B AUM 994 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 147 New 488 Added 280 Reduced 77 Exited
Page 6 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ZM ZOOM COMMUNICATIONS INC Technology 11,709.0 $941K 0.05% -10K -45.6% $80.39 +22.2%
102 MKTX MARKETAXESS HLDGS INC Financial Services 5,700.0 $940K 0.05% -2K -26.3% $164.98 -14.8%
103 ECL ECOLAB INC Basic Materials 3,436.0 $914K 0.05% -196.0 -5.4% $266.05 -6.5%
104 FT FRANKLIN UNVL TR Financial Services 111,438.0 $893K 0.05% -943.0 -0.8% $8.01 -0.6%
105 TPZ TORTOISE CAPITAL SERIES TRUS 39,966.0 $874K 0.05% -3K -6.0% $21.88 +1.3%
106 SWZ TOTAL RETURN SECURITIES FUND Financial Services 146,290.0 $868K 0.05% -72K -32.9% $5.93 +0.3%
107 USB US BANCORP Financial Services 16,601.0 $863K 0.05% -2K -8.9% $52.01 +2.7%
108 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 9,547.0 $860K 0.05% -228.0 -2.3% $90.11 +11.8%
109 PRU PRUDENTIAL FINL INC Financial Services 8,773.0 $857K 0.05% -1K -10.6% $97.69 +5.6%
110 COLB COLUMBIA BKG SYS INC Financial Services 30,659.0 $841K 0.04% -4K -10.4% $27.43 +6.2%
111 AFL AFLAC INC Financial Services 7,599.0 $834K 0.04% -163.0 -2.1% $109.71 +6.5%
112 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 6,223.0 $820K 0.04% -1K -19.0% $131.74 +20.7%
113 LAMR LAMAR ADVERTISING CO Real Estate 6,459.0 $818K 0.04% -73.0 -1.1% $126.66 +16.4%
114 PLD PROLOGIS INC. Real Estate 6,145.0 $812K 0.04% -520.0 -7.8% $132.19 +7.9%
115 ECF ELLSWORTH GROWTH & INCOME FD Financial Services 68,777.0 $767K 0.04% -994.0 -1.4% $11.15 +14.8%
116 PB PROSPERITY BANCSHARES INC Financial Services 11,347.0 $762K 0.04% -1K -9.8% $67.18 -0.3%
117 FRT FEDERAL RLTY INVT TR NEW Real Estate 7,064.0 $750K 0.04% -156.0 -2.2% $106.21 +7.2%
118 LYFT LYFT INC Technology 53,259.0 $708K 0.04% -4K -6.2% $13.30 -1.9%
119 NMAI NUVEEN MULTI ASSET INCOME FU Financial Services 56,962.0 $706K 0.04% -619.0 -1.1% $12.40 +14.7%
120 LECO LINCOLN ELEC HLDGS INC Industrials 2,832.0 $705K 0.04% -27.0 -0.9% $249.08 +6.9%
Page 6 of 14  ·  280 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 26.7%
Financial Services 20.1%
Consumer Cyclical 10.2%
Industrials 9.5%
Healthcare 9.2%
Communication Services 6.9%
Energy 5.4%
Consumer Defensive 5.0%
Utilities 3.0%
Basic Materials 2.2%