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Portfolio (Quarterly) Guide ↗

EVOLVE PRIVATE WEALTH, LLC

· CIK 0002111131
13F Portfolio $1.6B AUM 1,003 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 272 New 227 Added 492 Reduced 263 Exited
Page 22 of 51  ·  1,003 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 PLD PROLOGIS INC. Real Estate 4,792.0 $649K 0.04% -1K -22.0% $135.47 +4.5%
422 LGI LAZARD GLOBAL TOTAL RETURN & Financial Services 35,111.0 $649K 0.04% -3K -6.8% $18.48 -0.5%
423 TT TRANE TECHNOLOGIES PLC Industrials 1,321.0 $648K 0.04% -810.0 -38.0% $490.46 -7.4%
424 COOPER COS INC 9,035.0 $648K 0.04% +4K +97.9% $71.71
425 OSK OSHKOSH CORP Industrials 4,206.0 $646K 0.04% +2K +56.3% $153.48 -0.5%
426 SNX TD SYNNEX CORPORATION Technology 2,412.0 $645K 0.04% -83.0 -3.3% $267.34 -6.2%
427 DIA STATE STR SPDR DOW JONES IND Financial Services 1,233.0 $644K 0.04% -3K -67.7% $522.39 +1.4%
428 EBF ENNIS INC Industrials 30,010.0 $638K 0.04% +2K +8.0% $21.25 +4.7%
429 MGY MAGNOLIA OIL & GAS CORP Energy 24,846.0 $636K 0.04% +391.0 +1.6% $25.58 +9.9%
430 TMUS T-MOBILE US INC Communication Services 3,782.0 $634K 0.04% -1K -23.8% $167.72 +8.4%
431 MKC MCCORMICK & CO INC Consumer Defensive 12,341.0 $622K 0.04% NEW $50.42 +10.3%
432 CHW CALAMOS GBL DYN INCOME FUND Financial Services 69,241.0 $617K 0.04% +10K +17.8% $8.91 -5.6%
433 PWR QUANTA SVCS INC Industrials 855.0 $616K 0.04% +372.0 +77.0% $720.00 -6.9%
434 VEEV VEEVA SYS INC Healthcare 3,468.0 $616K 0.04% +842.0 +32.1% $177.49 +42.0%
435 PEO ADAM NAT RES FD INC Financial Services 24,734.0 $611K 0.04% -1K -4.2% $24.72 +15.8%
436 IONQ IONQ INC Technology 11,478.0 $611K 0.04% NEW $53.26 -24.3%
437 USA LIBERTY ALL STAR EQUITY FD Financial Services 105,207.0 $611K 0.04% +59K +126.5% $5.81 +3.4%
438 HUBB HUBBELL INC Industrials 1,168.0 $611K 0.04% NEW $523.06 -9.5%
439 PFE PFIZER INC Healthcare 25,350.0 $610K 0.04% -8K -22.9% $24.08 +16.7%
440 DOW DOW HLDGS INC Basic Materials 22,265.0 $609K 0.04% +2K +12.2% $27.36 +20.6%
Page 22 of 51  ·  1,003 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 29.5%
Financial Services 19.9%
Consumer Cyclical 10.5%
Industrials 9.9%
Healthcare 9.8%
Communication Services 6.6%
Consumer Defensive 4.0%
Energy 2.6%
Real Estate 2.5%
Utilities 2.5%