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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 50 of 50  ·  994 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 CXE MFS HIGH INCOME MUN TR Financial Services 24,282.0 $90K 0.01% -618.0 -2.5% $3.71 +0.2%
982 WEN WENDYS CO Consumer Cyclical 11,415.0 $79K 0.00% -9K -44.9% $6.95 +16.7%
983 MCR MFS CHARTER INCOME TR Financial Services 13,000.0 $79K 0.00% NEW $6.06 -2.0%
984 MIN MFS INTER INCOME TR Financial Services 30,000.0 $75K 0.00% NEW $2.51 -2.4%
985 CTMX CYTOMX THERAPEUTICS INC. Healthcare 14,833.0 $70K 0.00% $4.70 -19.6%
986 PTON PELOTON INTERACTIVE INC Consumer Cyclical 14,177.0 $61K 0.00% +4K +40.0% $4.29 +20.7%
987 BGY BLACKROCK ENHANCED INTL DIV Financial Services 11,211.0 $61K 0.00% $5.41 +3.3%
988 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 15,467.0 $54K 0.00% +658.0 +4.4% $3.51 +4.6%
989 SNAP SNAP INC Communication Services 11,185.0 $51K 0.00% NEW $4.60 +16.5%
990 UWMC UWM HOLDINGS CORPORATION Financial Services 13,247.0 $48K 0.00% +1K +11.6% $3.62 -16.3%
991 PLTK PLAYTIKA HLDG CORP Technology 10,639.0 $30K 0.00% -7K -38.7% $2.78 +32.7%
992 ALIT ALIGHT INC Technology 45,589.0 $27K 0.00% NEW $0.58 +34.9%
993 BYND BEYOND MEAT INC Consumer Defensive 35,488.0 $25K 0.00% NEW $0.70 +14.6%
994 NFE NEW FORTRESS ENERGY INC Utilities 19,477.0 $11K 0.00% NEW $0.59 +17.1%
Page 50 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%