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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 16 of 50  ·  994 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 TFC TRUIST FINL CORP Financial Services 24,509.0 $1.1M 0.06% -1K -4.7% $45.97 +2.2%
302 CFG CITIZENS FINL GROUP INC Financial Services 18,769.0 $1.1M 0.06% +1K +7.6% $59.97 +2.0%
303 BOE BLACKROCK ENHANCED GLOBAL Financial Services 102,266.0 $1.1M 0.06% +4K +3.7% $10.96 +6.0%
304 TXN TEXAS INSTRS INC Technology 5,769.0 $1.1M 0.06% +2K +35.7% $194.14 +55.9%
305 GLW CORNING INC Technology 8,237.0 $1.1M 0.06% +1K +15.4% $135.96 +41.1%
306 TWN TAIWAN FD INC Financial Services 17,019.0 $1.1M 0.06% -103.0 -0.6% $65.74 +38.1%
307 BANK AMERICA CORP 933.0 $1.1M 0.06% $1191.56
308 WELL WELLTOWER INC Real Estate 5,595.0 $1.1M 0.06% $197.70 +8.1%
309 LOW LOWES COS INC Consumer Cyclical 4,674.0 $1.1M 0.06% +1K +38.0% $236.28 -7.6%
310 MATX MATSON INC Industrials 6,676.0 $1.1M 0.06% +272.0 +4.2% $163.94 +9.7%
311 CI THE CIGNA GROUP Healthcare 4,061.0 $1.1M 0.06% +1K +48.2% $266.73 +7.5%
312 IJH ISHARES TR 16,022.0 $1.1M 0.06% +3K +26.8% $67.53 +6.8%
313 APH AMPHENOL CORP Technology 8,561.0 $1.1M 0.06% +2K +27.1% $126.35 -3.7%
314 ROST ROSS STORES INC Consumer Cyclical 4,949.0 $1.1M 0.06% +2K +45.2% $216.62 -1.8%
315 ILCG ISHARES TR 11,225.0 $1.1M 0.06% +2K +16.8% $95.48 +20.0%
316 NTRA NATERA INC Healthcare 5,352.0 $1.1M 0.06% -713.0 -11.8% $199.99 -6.8%
317 VRSN VERISIGN INC Technology 4,290.0 $1.1M 0.06% -2K -34.9% $248.36 +19.8%
318 JXN JACKSON FINANCIAL INC Financial Services 10,060.0 $1.1M 0.06% +3K +38.0% $105.72 +3.9%
319 CVSA COVISTA INC Consumer Cyclical 9,217.0 $1.1M 0.06% +395.0 +4.5% $115.25 +6.7%
320 TXT TEXTRON INC Industrials 12,100.0 $1.1M 0.06% -550.0 -4.3% $87.56 +1.4%
Page 16 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%