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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 10 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SNOW SNOWFLAKE INC Technology 8,186.0 $1.8M 0.11% NEW $219.36 -21.8%
182 RVT ROYCE SMALL CAP TRUST INC Financial Services 111,350.0 $1.8M 0.11% NEW $16.10 +9.6%
183 DEM WISDOMTREE TR 38,162.0 $1.8M 0.11% NEW $46.78 +12.3%
184 CMF ISHARES TR 31,045.0 $1.8M 0.11% NEW $57.46 -1.4%
185 DIS DISNEY WALT CO Communication Services 15,506.0 $1.8M 0.10% NEW $114.50 -10.1%
186 INCY INCYTE CORP Healthcare 17,747.0 $1.8M 0.10% NEW $98.77 -4.2%
187 ILMN ILLUMINA INC Healthcare 13,233.0 $1.7M 0.10% NEW $131.16 +6.8%
188 MMM 3M CO Industrials 10,819.0 $1.7M 0.10% NEW $160.10 -6.6%
189 GRX GABELLI HLTHCARE & WELLNESS Financial Services 178,787.0 $1.7M 0.10% NEW $9.63 -7.6%
190 HUT 8 CORP 37,105.0 $1.7M 0.10% NEW $45.94
191 PANW PALO ALTO NETWORKS INC Technology 9,232.0 $1.7M 0.10% NEW $184.21 +32.2%
192 TBLD THORNBURG INCM BUILDER OPP T Financial Services 83,818.0 $1.7M 0.10% NEW $20.20 +8.5%
193 BKNG BOOKING HOLDINGS INC Consumer Cyclical 316.0 $1.7M 0.10% NEW $5355.62 -97.1%
194 PG PROCTER AND GAMBLE CO Consumer Defensive 11,773.0 $1.7M 0.10% NEW $143.31 -1.1%
195 HSBC HSBC HLDGS PLC Financial Services 21,186.0 $1.7M 0.10% NEW $78.67 +13.5%
196 CVLC MORGAN STANLEY ETF TRUST 19,343.0 $1.6M 0.10% NEW $84.24 +8.3%
197 THC TENET HEALTHCARE CORP Healthcare 8,092.0 $1.6M 0.10% NEW $198.72 -8.1%
198 SHEL SHELL PLC Energy 21,831.0 $1.6M 0.10% NEW $73.48 +19.9%
199 VRSN VERISIGN INC Technology 6,592.0 $1.6M 0.10% NEW $242.95 +24.6%
200 NBXG NEUBERGER NEXT GENERATION Financial Services 110,625.0 $1.6M 0.10% NEW $14.44 +5.1%
Page 10 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%