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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 7 of 25  ·  492 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 164,780.0 $1.7M 0.10% -39K -19.1% $10.31 +4.6%
122 TJX TJX COS INC NEW Consumer Cyclical 11,024.0 $1.7M 0.10% -3K -20.1% $151.51 -0.4%
123 GRX GABELLI HEALTHCARE & WELLNES Financial Services 176,625.0 $1.7M 0.10% -2K -1.1% $9.45 +4.6%
124 GS GOLDMAN SACHS GROUP INC Financial Services 1,648.0 $1.7M 0.10% -2K -50.0% $1011.70 +3.9%
125 SHEL SHELL PLC Energy 21,298.0 $1.7M 0.10% -4K -16.6% $77.55 +18.2%
126 RMT ROYCE MICRO-CAP TR INC Financial Services 112,472.0 $1.6M 0.10% -4K -3.6% $14.64 -0.2%
127 STRL STERLING INFRASTRUCTURE INC Industrials 1,958.0 $1.6M 0.10% -2K -45.9% $839.36 -28.1%
128 HD HOME DEPOT INC Consumer Cyclical 4,603.0 $1.6M 0.10% -2K -28.1% $352.69 -4.2%
129 PLTR PALANTIR TECHNOLOGIES INC Technology 13,840.0 $1.6M 0.10% -11K -44.0% $116.67 +47.9%
130 AMAT APPLIED MATLS INC Technology 2,225.0 $1.6M 0.10% -650.0 -22.6% $722.86 -25.9%
131 TYG TORTOISE ENERGY INFRSTRCTR C Financial Services 37,508.0 $1.6M 0.10% -8K -17.9% $42.87 +3.4%
132 UPS UNITED PARCEL SVCS INC Industrials 14,917.0 $1.6M 0.10% -6K -29.7% $107.50 -5.1%
133 ESML ISHARES TR 28,631.0 $1.6M 0.10% -335.0 -1.2% $55.93 +1.3%
134 ORCL ORACLE CORP Technology 10,888.0 $1.6M 0.10% -16K -59.5% $146.55 +0.1%
135 ING ING GROEP N.V. Financial Services 48,999.0 $1.5M 0.09% -432.0 -0.9% $31.38 +13.5%
136 TWN TAIWAN FD INC Financial Services 15,942.0 $1.5M 0.09% -1K -6.3% $96.17 +2.1%
137 SUSA ISHARES TR 9,760.0 $1.5M 0.09% -160.0 -1.6% $154.30 +3.1%
138 SNOW SNOWFLAKE INC Technology 5,847.0 $1.5M 0.09% -439.0 -7.0% $254.50 +29.7%
139 ECAT BLACKROCK ESG CAP ALLC TERM Financial Services 93,640.0 $1.5M 0.09% -10K -9.3% $15.72 -2.0%
140 CIEN CIENA CORP Technology 2,973.0 $1.5M 0.09% -1K -33.1% $490.56 -9.3%
Page 7 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%