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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 11 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ECAT BLACKROCK ESG CAP ALLC TERM Financial Services 103,309.0 $1.6M 0.09% NEW $15.38 -1.7%
202 REGN REGENERON PHARMACEUTICALS Healthcare 2,028.0 $1.6M 0.09% NEW $771.87 -17.8%
203 AMGN AMGEN INC Healthcare 4,771.0 $1.6M 0.09% NEW $327.33 +0.9%
204 RBLX ROBLOX CORP Technology 19,154.0 $1.6M 0.09% NEW $81.03 -45.2%
205 TECHNIPFMC PLC 34,652.0 $1.5M 0.09% NEW $44.56
206 VMC VULCAN MATLS CO Basic Materials 5,321.0 $1.5M 0.09% NEW $285.22 -8.2%
207 MFG MIZUHO FINANCIAL GROUP INC Financial Services 205,383.0 $1.5M 0.09% NEW $7.32 +19.7%
208 LMT LOCKHEED MARTIN CORP Industrials 3,064.0 $1.5M 0.09% NEW $483.71 +8.4%
209 KMI KINDER MORGAN INC DEL Energy 53,774.0 $1.5M 0.09% NEW $27.49 +24.9%
210 AON AON PLC Financial Services 4,180.0 $1.5M 0.09% NEW $352.87 -7.4%
211 ETN EATON CORP PLC Industrials 4,627.0 $1.5M 0.09% NEW $318.52 +17.9%
212 BLK BLACKROCK INC Financial Services 1,366.0 $1.5M 0.09% NEW $1070.35 -2.3%
213 MDT MEDTRONIC PLC Healthcare 15,050.0 $1.5M 0.09% NEW $96.77 -19.2%
214 AEP AMERICAN ELEC PWR CO INC Utilities 12,562.0 $1.4M 0.09% NEW $115.31 +11.8%
215 PM PHILIP MORRIS INTL INC Consumer Defensive 8,902.0 $1.4M 0.09% NEW $161.86 +19.1%
216 VV VANGUARD INDEX FDS 4,571.0 $1.4M 0.09% NEW $314.80 +7.5%
217 THQ ABRDN HEALTHCARE OPPORTUNITI Financial Services 74,382.0 $1.4M 0.09% NEW $19.31 -3.9%
218 STRL STERLING INFRASTRUCTURE INC Industrials 4,652.0 $1.4M 0.08% NEW $306.23 +142.0%
219 MFC MANULIFE FINL CORP Financial Services 39,256.0 $1.4M 0.08% NEW $36.28 +4.3%
220 GEV GE VERNOVA INC Utilities 2,169.0 $1.4M 0.08% NEW $653.57 +54.7%
Page 11 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%