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Portfolio (Quarterly) Guide ↗

EVOLVE PRIVATE WEALTH, LLC

· CIK 0002111131
13F Portfolio $1.7B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 924 New
Page 36 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 TROW PRICE T ROWE GROUP INC Financial Services 3,116.0 $319K 0.02% NEW $102.38 -0.1%
702 MTB M & T BK CORP Financial Services 1,583.0 $319K 0.02% NEW $201.48 +4.2%
703 TOTALENERGIES SE 4,781.0 $318K 0.02% NEW $66.42
704 ENTERGY CORP NEW 3,418.0 $316K 0.02% NEW $92.43
705 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 957.0 $315K 0.02% NEW $329.52 -23.4%
706 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,141.0 $315K 0.02% NEW $276.20 +170.6%
707 APOS APOLLO GLOBAL MGMT INC Financial Services 2,173.0 $315K 0.02% NEW $144.77 -82.1%
708 PEN PENUMBRA INC Healthcare 1,007.0 $313K 0.02% NEW $310.91 +4.9%
709 BLUEROCK PVT REAL ESTATE FD 20,800.0 $312K 0.02% NEW $15.00
710 MUSA MURPHY USA INC Consumer Cyclical 772.0 $312K 0.02% NEW $403.54 +40.2%
711 CHTR CHARTER COMMUNICATIONS INC N Communication Services 1,492.0 $311K 0.02% NEW $208.75 -29.8%
712 SIRI SIRIUSXM HOLDINGS INC Communication Services 15,514.0 $310K 0.02% NEW $20.00 +32.8%
713 RPRX ROYALTY PHARMA PLC Healthcare 8,021.0 $310K 0.02% NEW $38.64 +37.3%
714 SIGI SELECTIVE INS GROUP INC Financial Services 3,672.0 $307K 0.02% NEW $83.67 +6.1%
715 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 32,296.0 $306K 0.02% NEW $9.48 -4.4%
716 GF NEW GERMANY FD INC Financial Services 26,272.0 $303K 0.02% NEW $11.55 +2.1%
717 PPL PPL CORP Utilities 8,599.0 $303K 0.02% NEW $35.28 +0.4%
718 KD KYNDRYL HLDGS INC Technology 11,414.0 $303K 0.02% NEW $26.56 -55.3%
719 THG HANOVER INS GROUP INC Financial Services 1,651.0 $302K 0.02% NEW $182.77 +5.5%
720 OC OWENS CORNING NEW Industrials 2,689.0 $301K 0.02% NEW $111.91 -0.1%
Page 36 of 47  ·  924 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 27.9%
Financial Services 22.8%
Consumer Cyclical 11.1%
Healthcare 9.3%
Industrials 8.3%
Communication Services 7.1%
Consumer Defensive 4.6%
Energy 3.0%
Utilities 2.7%
Real Estate 1.8%