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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 47 of 50  ·  994 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 MOS MOSAIC CO Basic Materials 8,198.0 $209K 0.01% NEW $25.50 -11.1%
922 VTRS VIATRIS INC Healthcare 15,321.0 $207K 0.01% +2K +15.0% $13.51 +27.8%
923 YUM YUM BRANDS INC Consumer Cyclical 1,328.0 $207K 0.01% NEW $155.51 -3.1%
924 RACE FERRARI N V Consumer Cyclical 610.0 $206K 0.01% -104.0 -14.6% $338.45 -1.8%
925 XYL XYLEM INC Industrials 1,727.0 $206K 0.01% -239.0 -12.2% $119.53 -8.4%
926 CUBE CUBESMART Real Estate 5,625.0 $206K 0.01% NEW $36.65 +8.2%
927 ALV AUTOLIV INC Consumer Cyclical 1,957.0 $206K 0.01% NEW $105.14 +9.2%
928 NUVEEN NEW JERSEY 16,672.0 $205K 0.01% -216.0 -1.3% $12.30
929 UPWK UPWORK INC Industrials 18,638.0 $204K 0.01% +322.0 +1.8% $10.96 -26.3%
930 DXCM DEXCOM INC Healthcare 3,240.0 $203K 0.01% -1K -24.2% $62.80 -7.9%
931 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 16,494.0 $203K 0.01% $12.33 +0.3%
932 GPN GLOBAL PMTS INC Industrials 3,011.0 $203K 0.01% NEW $67.29 +0.1%
933 VIRT VIRTU FINL INC Financial Services 4,601.0 $202K 0.01% NEW $43.98 +25.0%
934 NWE NORTHWESTERN ENERGY GROUP IN Utilities 3,065.0 $202K 0.01% NEW $65.94 +8.7%
935 W WAYFAIR INC Consumer Cyclical 2,681.0 $202K 0.01% -864.0 -24.4% $75.21 -17.7%
936 IVE ISHARES TR 955.0 $202K 0.01% NEW $211.12 +5.8%
937 HPQ HP INC Technology 10,470.0 $201K 0.01% -6K -36.6% $19.21 +8.1%
938 AIR LEASE CORP 3,091.0 $201K 0.01% -2K -44.0% $64.94
939 NAC NUVEEN CA DIVI ADV MUN Financial Services 16,940.0 $197K 0.01% $11.65 +1.5%
940 IGA VOYA GLBL ADV & PREM OPP FD Financial Services 20,535.0 $196K 0.01% -106.0 -0.5% $9.56 +0.4%
Page 47 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%