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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 13 of 50  ·  994 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TIGO MILLICOM INTL CELLULAR S A Communication Services 19,607.0 $1.5M 0.08% +940.0 +5.0% $74.94 +5.8%
242 CSX CSX CORP Industrials 35,523.0 $1.5M 0.08% +301.0 +0.8% $41.05 +11.2%
243 NBXG NEUBERGER NEXT GENERATION Financial Services 111,907.0 $1.4M 0.08% +1K +1.2% $12.87 +18.1%
244 VMC VULCAN MATLS CO Basic Materials 5,279.0 $1.4M 0.08% -42.0 -0.8% $272.31 -1.6%
245 FUND SPROTT FOCUS TR INC Financial Services 150,644.0 $1.4M 0.08% $9.54 +6.6%
246 ABNB AIRBNB INC Consumer Cyclical 11,352.0 $1.4M 0.08% -2K -16.2% $126.28 +6.4%
247 VV VANGUARD INDEX FDS 4,794.0 $1.4M 0.08% +223.0 +4.9% $298.83 +13.6%
248 GL GLOBE LIFE INC Financial Services 10,256.0 $1.4M 0.08% +376.0 +3.8% $139.17 +11.4%
249 SANDISK CORP 2,215.0 $1.4M 0.07% -1K -39.9% $635.34
250 THC TENET HEALTHCARE CORP Healthcare 7,430.0 $1.4M 0.07% -662.0 -8.2% $188.71 +4.2%
251 ECAT BLACKROCK ESG CAP ALLC TERM Financial Services 103,234.0 $1.4M 0.07% $13.58 +11.1%
252 BCAT BLACKROCK CAP ALLOCATION TER Financial Services 99,069.0 $1.4M 0.07% $14.13 +8.4%
253 FANG DIAMONDBACK ENERGY INC Energy 7,039.0 $1.4M 0.07% +5K +202.4% $197.80 +2.9%
254 ESML ISHARES TR 28,966.0 $1.4M 0.07% -606.0 -2.0% $47.02 +8.3%
255 SPGI S&P GLOBAL INC Financial Services 3,183.0 $1.4M 0.07% +1K +79.2% $425.35 -5.2%
256 BTI BRITISH AMERN TOB PLC Consumer Defensive 22,883.0 $1.3M 0.07% +2K +7.3% $58.47 +13.5%
257 MEGI NYLI CBRE GBL INFR MEGTRNDS Financial Services 90,411.0 $1.3M 0.07% $14.69 +1.0%
258 RMT ROYCE MICRO-CAP TR INC Financial Services 116,669.0 $1.3M 0.07% $11.31 +16.2%
259 CMCSA COMCAST CORP NEW Communication Services 45,832.0 $1.3M 0.07% +12K +36.7% $28.71 -13.2%
260 SUSA ISHARES TR 9,920.0 $1.3M 0.07% -66.0 -0.7% $132.10 +13.4%
Page 13 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%