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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 9 of 25  ·  492 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BOE BLACKROCK ENHANCED GLOBAL Financial Services 97,592.0 $1.2M 0.07% -5K -4.6% $12.09 +2.8%
162 HQH ABRDN HEALTHCARE INVESTORS Financial Services 53,461.0 $1.2M 0.07% -4K -6.6% $21.98 +7.6%
163 THC TENET HEALTHCARE CORP Healthcare 6,213.0 $1.2M 0.07% -1K -16.4% $187.08 +42.8%
164 SDHY PGIM SHORT DUR HIG YLD OPP F Financial Services 70,900.0 $1.2M 0.07% -6K -8.2% $16.39 -1.1%
165 TTMI TTM TECHNOLOGIES INC Technology 6,191.0 $1.2M 0.07% -10K -62.4% $187.02 -30.3%
166 DINO HF SINCLAIR CORP Energy 16,533.0 $1.2M 0.07% -3K -13.4% $69.65 +35.4%
167 SPGI S&P GLOBAL INC Financial Services 2,811.0 $1.1M 0.07% -372.0 -11.7% $407.19 +1.7%
168 WFC WELLS FARGO & CO Financial Services 13,817.0 $1.1M 0.07% -7K -34.5% $82.64 +5.8%
169 BLK BLACKROCK INC Financial Services 1,183.0 $1.1M 0.07% -731.0 -38.2% $961.48 +18.9%
170 NOV NOV INC Energy 60,894.0 $1.1M 0.07% -2K -2.4% $18.55 +15.4%
171 SNY SANOFI SA Healthcare 26,351.0 $1.1M 0.07% -582.0 -2.2% $42.66 +5.9%
172 AON AON PLC Financial Services 3,389.0 $1.1M 0.07% -195.0 -5.4% $331.70 +4.8%
173 NEM NEWMONT CORP Basic Materials 11,948.0 $1.1M 0.07% -6K -32.4% $93.40 +27.1%
174 THQ ABRDN HEALTHCARE OPPORTUNITI Financial Services 58,387.0 $1.1M 0.07% -14K -18.9% $18.73 +4.6%
175 GGZ GABELLI GLOBAL SMALL & MID C Financial Services 66,046.0 $1.1M 0.07% -3K -5.0% $16.28 +4.1%
176 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 5,517.0 $1.1M 0.07% -385.0 -6.5% $193.28 +5.7%
177 PM PHILIP MORRIS INTL INC Consumer Defensive 5,726.0 $1.0M 0.06% -5K -48.9% $182.38 +2.4%
178 CENCORA INC 3,687.0 $1.0M 0.06% -7K -64.0% $283.01
179 APA APA CORPORATION Energy 31,761.0 $1.0M 0.06% -6K -16.7% $32.57 +26.9%
180 AEF ABRDN EMERGING MARKETS EX CH Financial Services 107,573.0 $1.0M 0.06% -5K -4.4% $9.60 -3.9%
Page 9 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%