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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 8 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CRBG COREBRIDGE FINL INC Financial Services 24,053.0 $574K 0.03% -6K -20.9% $23.86 +15.9%
142 PGR PROGRESSIVE CORP Financial Services 2,848.0 $565K 0.03% -720.0 -20.2% $198.23 -1.1%
143 WRB BERKLEY W R CORP Financial Services 8,307.0 $551K 0.03% -328.0 -3.8% $66.28 -0.4%
144 ARW ARROW ELECTRS INC Technology 3,711.0 $532K 0.03% -529.0 -12.5% $143.41 +45.3%
145 VCSH VANGUARD SCOTTSDALE FDS 6,575.0 $521K 0.03% -2K -27.0% $79.27 -0.6%
146 RBLX ROBLOX CORP Technology 9,205.0 $521K 0.03% -10K -51.9% $56.56 -22.7%
147 SR SPIRE INC Utilities 5,652.0 $512K 0.03% -140.0 -2.4% $90.54 -4.9%
148 WDI WESTERN ASSET DIVERSIFIED IN Financial Services 37,769.0 $508K 0.03% -368.0 -1.0% $13.44 -0.1%
149 JHG JANUS HENDERSON GROUP PLC Financial Services 9,504.0 $488K 0.03% -506.0 -5.0% $51.37 +0.6%
150 MET METLIFE INC Financial Services 6,870.0 $486K 0.03% -33K -83.0% $70.72 +12.0%
151 DTE DTE ENERGY CO Utilities 3,321.0 $486K 0.03% -204.0 -5.8% $146.22 -1.7%
152 ALL ALLSTATE CORP Financial Services 2,329.0 $483K 0.03% -463.0 -16.6% $207.34 +4.8%
153 ACN ACCENTURE PLC IRELAND Technology 2,425.0 $481K 0.03% -4K -64.2% $198.29 -14.9%
154 HUBS HUBSPOT INC Technology 1,951.0 $476K 0.03% -679.0 -25.8% $244.10 -24.8%
155 VIG VANGUARD SPECIALIZED FUNDS 2,201.0 $473K 0.03% -83.0 -3.6% $215.06 +6.7%
156 ALLE ALLEGION PLC Industrials 3,242.0 $471K 0.03% -33.0 -1.0% $145.30 -13.5%
157 GLPI GAMING & LEISURE P Real Estate 10,575.0 $469K 0.03% -304.0 -2.8% $44.37 +5.6%
158 FERG FERGUSON ENTERPRISES INC Industrials 2,003.0 $467K 0.03% -431.0 -17.7% $233.26 -0.5%
159 NBH NEUBERGER MUN FD INC Financial Services 45,899.0 $466K 0.03% -354.0 -0.8% $10.15 +1.6%
160 VEEV VEEVA SYS INC Healthcare 2,626.0 $461K 0.03% -501.0 -16.0% $175.66 -11.0%
Page 8 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%