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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 25 of 25  ·  488 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 NOK NOKIA CORP Technology 18,914.0 $152K 0.01% +4K +22.8% $8.04 +79.9%
482 DV DOUBLEVERIFY HLDGS INC Technology 14,427.0 $137K 0.01% +3K +21.8% $9.50 -9.4%
483 NWL NEWELL BRANDS INC Consumer Defensive 36,648.0 $126K 0.01% +13K +57.1% $3.43 +15.2%
484 NMR NOMURA HLDGS INC Financial Services 15,434.0 $122K 0.01% +211.0 +1.4% $7.89 +2.4%
485 GRAB GRAB HOLDINGS LIMITED Technology 31,784.0 $116K 0.01% +6K +23.2% $3.66 -2.5%
486 PTON PELOTON INTERACTIVE INC Consumer Cyclical 14,177.0 $61K 0.00% +4K +40.0% $4.29 +20.7%
487 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 15,467.0 $54K 0.00% +658.0 +4.4% $3.51 +4.6%
488 UWMC UWM HOLDINGS CORPORATION Financial Services 13,247.0 $48K 0.00% +1K +11.6% $3.62 -16.3%
Page 25 of 25  ·  488 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%