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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 19 of 50  ·  994 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 TRV TRAVELERS COMPANIES INC Financial Services 3,119.0 $910K 0.05% +790.0 +33.9% $291.65 +5.1%
362 BURL BURLINGTON STORES INC Consumer Cyclical 2,769.0 $901K 0.05% +1K +90.0% $325.38 -10.8%
363 HAL HALLIBURTON CO Energy 23,106.0 $901K 0.05% +2K +8.9% $38.99 +11.1%
364 ULTA ULTA BEAUTY INC Consumer Cyclical 1,718.0 $898K 0.05% +166.0 +10.7% $522.71 -7.7%
365 OZK BANK OZK LITTLE ROCK ARK Financial Services 19,537.0 $897K 0.05% +723.0 +3.8% $45.89 +3.0%
366 ENSG ENSIGN GROUP INC Healthcare 4,443.0 $895K 0.05% +276.0 +6.6% $201.50 -12.4%
367 FT FRANKLIN UNVL TR Financial Services 111,438.0 $893K 0.05% -943.0 -0.8% $8.01 -0.6%
368 ADBE ADOBE INC Technology 3,662.0 $890K 0.05% +912.0 +33.2% $243.08 +4.4%
369 TT TRANE TECHNOLOGIES PLC Industrials 2,131.0 $888K 0.05% +544.0 +34.3% $416.79 +8.7%
370 J P MORGAN EXCHANGE TRADED F 17,514.0 $886K 0.05% +12K +210.6% $50.61
371 TPZ TORTOISE CAPITAL SERIES TRUS 39,966.0 $874K 0.05% -3K -6.0% $21.88 +1.2%
372 SWZ TOTAL RETURN SECURITIES FUND Financial Services 146,290.0 $868K 0.05% -72K -32.9% $5.93 +0.4%
373 AIT APPLIED INDL TECHNOLOGIES IN Industrials 3,258.0 $864K 0.05% +409.0 +14.4% $265.34 +13.7%
374 USB US BANCORP Financial Services 16,601.0 $863K 0.05% -2K -8.9% $52.01 +3.0%
375 A AGILENT TECHNOLOGIES INC Healthcare 7,574.0 $863K 0.05% +523.0 +7.4% $113.98 -1.9%
376 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 9,547.0 $860K 0.05% -228.0 -2.3% $90.11 +12.9%
377 PRU PRUDENTIAL FINL INC Financial Services 8,773.0 $857K 0.05% -1K -10.6% $97.69 +3.9%
378 AME AMETEK INC Industrials 3,926.0 $842K 0.04% +129.0 +3.4% $214.38 +4.0%
379 COLB COLUMBIA BKG SYS INC Financial Services 30,659.0 $841K 0.04% -4K -10.4% $27.43 +5.0%
380 AFL AFLAC INC Financial Services 7,599.0 $834K 0.04% -163.0 -2.1% $109.71 +8.5%
Page 19 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%