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Portfolio (Quarterly) Guide ↗

EVOLVE PRIVATE WEALTH, LLC

· CIK 0002111131
13F Portfolio $1.6B AUM 1,003 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 272 New 227 Added 492 Reduced 263 Exited
Page 6 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Status
101 EWBC EAST WEST BANCORP INC Financial Services 4,041 $431K 0.02% SOLD
102 NUVEEN PA INVT QUALITY MUN F 36,089 $431K 0.02% SOLD
103 XLF SELECT SECTOR SPDR TR 8,717 $430K 0.02% SOLD
104 ALC ALCON AG Healthcare 5,668 $427K 0.02% SOLD
105 AGX ARGAN INC Industrials 784 $427K 0.02% SOLD
106 EMXC ISHARES INC 5,400 $425K 0.02% SOLD
107 IWP ISHARES TR 3,304 $423K 0.02% SOLD
108 L LOEWS CORP Financial Services 3,917 $418K 0.02% SOLD
109 PTCT PTC THERAPEUTICS INC Healthcare 6,122 $417K 0.02% SOLD
110 PEY INVESCO EXCHANGE TRADED FD T 19,169 $411K 0.02% SOLD
111 RSG REPUBLIC SVCS INC Industrials 1,856 $407K 0.02% SOLD
112 PKG PACKAGING CORP AMER Consumer Cyclical 1,910 $405K 0.02% SOLD
113 IEX IDEX CORP Industrials 2,125 $403K 0.02% SOLD
114 DECK DECKERS OUTDOOR CORP Consumer Cyclical 4,002 $401K 0.02% SOLD
115 VFH VANGUARD WORLD FD 3,265 $394K 0.02% SOLD
116 TRU TRANSUNION Industrials 5,689 $394K 0.02% SOLD
117 ARES ARES MANAGEMENT CORPORATION Financial Services 3,586 $391K 0.02% SOLD
118 CPER UNITED STS COMMODITY INDEX F Financial Services 11,274 $388K 0.02% SOLD
119 BLDR BUILDERS FIRSTSOURCE INC Industrials 4,661 $384K 0.02% SOLD
120 USMV ISHARES TR 4,122 $382K 0.02% SOLD
Page 6 of 14  ·  263 positions
Sector Allocation
Technology 29.5%
Financial Services 19.9%
Consumer Cyclical 10.5%
Industrials 9.9%
Healthcare 9.8%
Communication Services 6.6%
Consumer Defensive 4.0%
Energy 2.6%
Real Estate 2.5%
Utilities 2.5%