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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 10 of 50  ·  994 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MPC MARATHON PETE CORP Energy 8,279.0 $2.0M 0.11% +517.0 +6.7% $244.18 +2.8%
182 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 32,778.0 $2.0M 0.11% +948.0 +3.0% $61.35 -22.6%
183 IUSV ISHARES TR 19,656.0 $2.0M 0.11% NEW $102.25 +5.7%
184 LEIDOS HOLDINGS INC 12,862.0 $2.0M 0.11% $155.52
185 RSP INVESCO EXCHANGE TRADED FD T 10,402.0 $2.0M 0.11% $191.92 +5.1%
186 XLK SELECT SECTOR SPDR TR 14,890.0 $2.0M 0.11% +6K +66.7% $132.90 +33.1%
187 VXF VANGUARD INDEX FDS 9,594.0 $2.0M 0.11% NEW $205.79 +9.3%
188 SU SUNCOR ENERGY INC NEW Energy 29,809.0 $2.0M 0.10% +8K +35.1% $66.11 +2.7%
189 MLI MUELLER INDS INC Industrials 17,722.0 $2.0M 0.10% +530.0 +3.1% $110.80 +23.6%
190 IUSG ISHARES TR 12,613.0 $2.0M 0.10% NEW $155.12 +20.2%
191 TY TRI CONTL CORP Financial Services 61,634.0 $1.9M 0.10% $31.59 +9.3%
192 AMGN AMGEN INC Healthcare 5,488.0 $1.9M 0.10% +717.0 +15.0% $351.84 -8.4%
193 ANET ARISTA NETWORKS INC Technology 15,660.0 $1.9M 0.10% -686.0 -4.2% $122.78 +16.0%
194 DEM WISDOMTREE TR 38,669.0 $1.9M 0.10% +507.0 +1.3% $49.69 +7.4%
195 WDC WESTERN DIGITAL CORP Technology 7,098.0 $1.9M 0.10% +305.0 +4.5% $270.50 +76.8%
196 NEM NEWMONT CORP Basic Materials 17,661.0 $1.9M 0.10% +7K +70.2% $108.25 +2.0%
197 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 203,818.0 $1.9M 0.10% $9.21 +12.8%
198 CVIE MORGAN STANLEY ETF TRUST 25,716.0 $1.9M 0.10% $72.69 +10.4%
199 VIRTUS EQUITY & CONV INCM FD 79,627.0 $1.9M 0.10% $23.36
200 HSBC HSBC HLDGS PLC Financial Services 22,542.0 $1.9M 0.10% +1K +6.4% $82.49 +9.1%
Page 10 of 50  ·  994 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%