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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 14 of 50  ·  994 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MUB ISHARES TR 12,298.0 $1.3M 0.07% +2K +22.0% $106.15 -0.1%
262 XEL XCEL ENERGY INC Utilities 16,394.0 $1.3M 0.07% -182.0 -1.1% $79.44 -1.9%
263 ADI ANALOG DEVICES INC Technology 4,093.0 $1.3M 0.07% +879.0 +27.4% $318.15 +31.6%
264 SNY SANOFI SA Healthcare 26,933.0 $1.3M 0.07% +5K +23.2% $48.18 -11.4%
265 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 58,259.0 $1.3M 0.07% +793.0 +1.4% $22.15 +20.8%
266 ING ING GROEP N.V. Financial Services 49,431.0 $1.3M 0.07% +2K +5.3% $26.05 +12.9%
267 IDCC INTERDIGITAL INC Technology 4,244.0 $1.3M 0.07% +201.0 +5.0% $302.03 -13.8%
268 FCX FREEPORT MCMORAN INC Basic Materials 21,735.0 $1.3M 0.07% +2K +8.2% $58.78 +7.2%
269 FORTINET INC 15,622.0 $1.3M 0.07% +4K +34.0% $81.72
270 RYANAIR HOLDINGS PLC 22,059.0 $1.3M 0.07% +5K +28.4% $57.80
271 MEDP MEDPACE HLDGS INC Healthcare 2,655.0 $1.3M 0.07% -1K -28.7% $480.19 -13.5%
272 NOC NORTHROP GRUMMAN CORP Industrials 1,867.0 $1.3M 0.07% +1K +153.3% $682.29 -20.8%
273 RL RALPH LAUREN CORP Consumer Cyclical 3,676.0 $1.3M 0.07% -28.0 -0.8% $343.99 -5.0%
274 NPFD NUVEEN VRIABL RAT PFD & INM Financial Services 68,788.0 $1.2M 0.07% $18.15 +3.3%
275 BKNG BOOKING HOLDINGS INC Consumer Cyclical 295.0 $1.2M 0.07% -21.0 -6.7% $4211.12 -96.3%
276 WELLS FARGO & CO 1,074.0 $1.2M 0.07% +195.0 +22.2% $1155.13
277 SDHY PGIM SHORT DUR HIG YLD OPP F Financial Services 77,238.0 $1.2M 0.07% $16.02 -1.4%
278 HMOP HARTFORD FDS EXCHANGE TRADED 31,804.0 $1.2M 0.07% +5K +17.6% $38.74 +0.3%
279 OKE ONEOK INC NEW Energy 13,474.0 $1.2M 0.07% +1K +8.4% $90.39 +2.1%
280 SBUX STARBUCKS CORP Consumer Cyclical 13,496.0 $1.2M 0.07% +679.0 +5.3% $89.59 +19.2%
Page 14 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%