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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 9 of 50  ·  994 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VANGUARD CALIF TAX FREE FDS 22,611.0 $2.2M 0.12% NEW $99.08
162 TPR TAPESTRY INC Consumer Cyclical 15,868.0 $2.2M 0.12% $141.11 -6.5%
163 CMF ISHARES TR 39,097.0 $2.2M 0.12% +8K +25.9% $56.86 -0.1%
164 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 42,597.0 $2.2M 0.12% +2K +4.8% $51.98 +18.4%
165 MS MORGAN STANLEY Financial Services 13,441.0 $2.2M 0.12% +2K +21.6% $164.57 +17.3%
166 TJX TJX COS INC NEW Consumer Cyclical 13,790.0 $2.2M 0.12% +385.0 +2.9% $159.70 -6.9%
167 VIRTUS DIVIDEND INTEREST & P 172,743.0 $2.2M 0.12% $12.61
168 ADT ADT INC DEL Industrials 330,582.0 $2.2M 0.12% -18K -5.2% $6.57 +4.6%
169 DFIS DIMENSIONAL ETF TRUST 64,450.0 $2.2M 0.12% $33.67 +7.0%
170 GSK GSK PLC Healthcare 39,314.0 $2.2M 0.12% +512.0 +1.3% $55.19 -9.7%
171 BX BLACKSTONE INC Financial Services 18,802.0 $2.2M 0.12% +11K +138.0% $114.99 +1.1%
172 AMD ADVANCED MICRO DEVICES INC Technology 10,615.0 $2.2M 0.12% +2K +25.4% $203.43 +113.8%
173 IWD ISHARES TR 10,080.0 $2.2M 0.12% NEW $213.67 +8.8%
174 NTAP NETAPP INC Technology 20,949.0 $2.1M 0.12% -2K -10.6% $102.39 +17.7%
175 DFAE DIMENSIONAL ETF TRUST 63,200.0 $2.1M 0.11% $33.86 +14.4%
176 ABT ABBOTT LABORATORIES Healthcare 20,807.0 $2.1M 0.11% -21K -50.8% $102.67 -17.3%
177 HD HOME DEPOT INC Consumer Cyclical 6,402.0 $2.1M 0.11% +784.0 +14.0% $328.90 -9.2%
178 UPS UNITED PARCEL SVCS INC Industrials 21,226.0 $2.1M 0.11% -813.0 -3.7% $98.38 -2.8%
179 VTV VANGUARD INDEX FDS 10,603.0 $2.1M 0.11% NEW $196.21 +5.4%
180 NATWEST GROUP PLC 139,577.0 $2.1M 0.11% +4K +3.1% $14.90
Page 9 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%