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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 9 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DVY ISHARES TR 3,044.0 $461K 0.03% -50.0 -1.6% $151.40 -0.3%
162 BBWI BATH & BODY WORKS INC Consumer Cyclical 23,222.0 $434K 0.02% -766.0 -3.2% $18.67 -8.5%
163 AMT AMERICAN TOWER CORP Real Estate 2,510.0 $433K 0.02% -3K -52.8% $172.58 -1.1%
164 NUVEEN PA INVT QUALITY MUN F 36,089.0 $431K 0.02% -430.0 -1.2% $11.93
165 NUBD NUSHARES ETF TR 19,282.0 $428K 0.02% -388.0 -2.0% $22.21 -1.2%
166 GLV CLOUGH GLOBAL DIVID & INCOME Financial Services 71,423.0 $423K 0.02% -708.0 -1.0% $5.92 +6.3%
167 ASH ASHLAND INC Basic Materials 7,524.0 $418K 0.02% -593.0 -7.3% $55.61 -2.0%
168 MRVL MARVELL TECHNOLOGY INC Technology 4,217.0 $418K 0.02% -1K -25.0% $99.06 +84.3%
169 NNN NNN REIT INC Real Estate 9,928.0 $417K 0.02% -2K -19.2% $42.03 +4.1%
170 VCIT VANGUARD SCOTTSDALE FDS 5,022.0 $416K 0.02% -3K -36.6% $82.75 -0.9%
171 SSNC SS&C TECH HLDGS Technology 6,148.0 $415K 0.02% -948.0 -13.4% $67.57 -4.0%
172 DMA DESTRA MULTI-ALTERNATIVE FD Financial Services 50,832.0 $412K 0.02% -610.0 -1.2% $8.11 -12.6%
173 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 7,262.0 $410K 0.02% -360.0 -4.7% $56.49 -8.3%
174 PKG PACKAGING CORP AMER Consumer Cyclical 1,910.0 $405K 0.02% -192.0 -9.1% $212.22 +3.7%
175 FOX FOX CORP Communication Services 7,610.0 $404K 0.02% -50K -86.8% $53.10 +10.4%
176 NPCT NUVEEN CORE PLUS IMPACT FUND Financial Services 39,275.0 $400K 0.02% -472.0 -1.2% $10.19 +0.0%
177 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,350.0 $395K 0.02% -298.0 -18.1% $292.68 +35.5%
178 BLDR BUILDERS FIRSTSOURCE INC Industrials 4,661.0 $384K 0.02% -300.0 -6.0% $82.33 -10.6%
179 CPRT COPART INC Industrials 11,540.0 $383K 0.02% -3K -21.4% $33.20 -1.7%
180 MKL MARKEL GROUP INC Financial Services 197.0 $377K 0.02% -5.0 -2.5% $1914.07 -3.6%
Page 9 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%