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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  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CXT CRANE NXT CO Industrials 6,820.0 $349K 0.02% NEW $51.16 -5.7%
102 DOCU DOCUSIGN INC Technology 7,834.0 $348K 0.02% NEW $44.42 +37.0%
103 EIS ISHARES INC 2,863.0 $346K 0.02% NEW $120.71 +1.2%
104 HRB BLOCK H & R INC Consumer Cyclical 8,918.0 $343K 0.02% NEW $38.42 +32.4%
105 TEM TEMPUS AI INC Healthcare 5,882.0 $341K 0.02% NEW $57.93 -14.0%
106 SJM SMUCKER J M CO Consumer Defensive 3,025.0 $340K 0.02% NEW $112.49 +6.1%
107 EMN EASTMAN CHEM CO Basic Materials 5,000.0 $339K 0.02% NEW $67.81 +8.1%
108 ALLY ALLY FINL INC Financial Services 7,347.0 $338K 0.02% NEW $45.95 -4.9%
109 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 6,757.0 $337K 0.02% NEW $49.86 +24.8%
110 ESI ELEMENT SOLUTIONS INC Basic Materials 7,050.0 $337K 0.02% NEW $47.75 -21.3%
111 WYNN WYNN RESORTS LTD Consumer Cyclical 3,464.0 $336K 0.02% NEW $97.08 +5.2%
112 WTFC WINTRUST FINL CORP Financial Services 2,089.0 $336K 0.02% NEW $160.72 -1.3%
113 AIZ ASSURANT INC Financial Services 1,242.0 $333K 0.02% NEW $268.45 +4.5%
114 DCI DONALDSON INC Industrials 3,700.0 $332K 0.02% NEW $89.77 +5.1%
115 BE BLOOM ENERGY CORP Industrials 1,091.0 $330K 0.02% NEW $302.65 -31.4%
116 RF REGIONS FINANCIAL CORP NEW Financial Services 10,714.0 $329K 0.02% NEW $30.70 +3.4%
117 PSKY PARAMOUNT SKYDANCE CORP Communication Services 33,152.0 $328K 0.02% NEW $9.91 +5.0%
118 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,501.0 $325K 0.02% NEW $216.56 -3.8%
119 CAVA CAVA GROUP INC Consumer Cyclical 4,136.0 $325K 0.02% NEW $78.48 -12.4%
120 OTIS OTIS WORLDWIDE CORP Industrials 4,510.0 $323K 0.02% NEW $71.60 -1.2%
Page 6 of 14  ·  272 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 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%