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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 37 of 50  ·  994 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 4,247.0 $344K 0.02% +42.0 +1.0% $80.96 -5.4%
722 BALL BALL CORP Consumer Cyclical 5,813.0 $344K 0.02% NEW $59.11 -7.4%
723 AMKR AMKOR TECHNOLOGY INC Technology 7,615.0 $343K 0.02% +222.0 +3.0% $45.03 +46.3%
724 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 3,748.0 $342K 0.02% +488.0 +15.0% $91.37 -23.1%
725 VB VANGUARD INDEX FDS 1,304.0 $342K 0.02% -837.0 -39.1% $261.92 +6.3%
726 ROP ROPER TECHNOLOGIES INC Industrials 964.0 $341K 0.02% -1K -52.5% $353.86 -6.1%
727 XLY SELECT SECTOR SPDR TR 3,126.0 $341K 0.02% NEW $108.96 +5.2%
728 ARMK ARAMARK Industrials 8,363.0 $339K 0.02% -3K -26.4% $40.54 +28.5%
729 DFAI DIMENSIONAL ETF TRUST 8,684.0 $338K 0.02% -126.0 -1.4% $38.96 +5.1%
730 SAP SAP SE Technology 1,972.0 $338K 0.02% -8K -79.8% $171.24 +6.7%
731 BC BRUNSWICK CORP Consumer Cyclical 4,634.0 $337K 0.02% +265.0 +6.1% $72.76 +2.9%
732 URTH ISHARES INC 1,867.0 $336K 0.02% -555.0 -22.9% $180.02 +10.9%
733 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 29,146.0 $335K 0.02% $11.50 -0.6%
734 ENB ENBRIDGE INC Energy 6,186.0 $335K 0.02% +291.0 +4.9% $54.14 +3.8%
735 BHP BHP BILLITON LIMITED Basic Materials 4,587.0 $334K 0.02% NEW $72.74 +12.7%
736 SON SONOCO PRODS CO Consumer Cyclical 6,162.0 $333K 0.02% -512.0 -7.7% $54.09 -14.6%
737 EFAV ISHARES TR 3,635.0 $332K 0.02% +372.0 +11.4% $91.37 +0.3%
738 AXTA AXALTA COATING SYS LTD Basic Materials 11,984.0 $332K 0.02% +288.0 +2.5% $27.70 -1.8%
739 CGNX COGNEX CORP Technology 6,764.0 $331K 0.02% +291.0 +4.5% $48.99 +23.9%
740 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 535.0 $330K 0.02% +51.0 +10.5% $616.76 +5.4%
Page 37 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%