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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 20 of 51  ·  1,003 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 HSY HERSHEY CO Consumer Defensive 4,138.0 $726K 0.04% NEW $175.44 +7.6%
382 IWF ISHARES TR 5,832.0 $724K 0.04% +229.0 +4.1% $124.17 -1.2%
383 ESGE ISHARES INC 13,210.0 $722K 0.04% -941.0 -6.7% $54.69 -2.8%
384 BTT BLACKROCK MUN TARGET TERM TR Financial Services 31,643.0 $721K 0.04% -3K -7.3% $22.80 -0.7%
385 HAL HALLIBURTON CO Energy 21,228.0 $721K 0.04% -2K -8.1% $33.95 +3.1%
386 TLN TALEN ENERGY CORP Utilities 1,875.0 $720K 0.04% NEW $384.26 -16.1%
387 DLR DIGITAL RLTY TR INC Real Estate 3,997.0 $718K 0.04% +520.0 +15.0% $179.56 +7.1%
388 AMGN AMGEN INC Healthcare 1,980.0 $717K 0.04% -4K -63.9% $362.10 +22.2%
389 CSTM CONSTELLIUM SE Basic Materials 22,469.0 $716K 0.04% NEW $31.87 -16.7%
390 APLE APPLE HOSPITALITY REIT INC Real Estate 42,042.0 $710K 0.04% +2K +4.4% $16.89 -3.1%
391 PG PROCTER & GAMBLE CO Consumer Defensive 4,839.0 $710K 0.04% -15K -75.7% $146.63 -1.5%
392 ELAN ELANCO ANIMAL HEALTH INC Healthcare 28,789.0 $708K 0.04% NEW $24.61 -0.5%
393 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 42,750.0 $707K 0.04% +841.0 +2.0% $16.53 +26.1%
394 OC OWENS CORNING NEW Industrials 4,428.0 $704K 0.04% +650.0 +17.2% $158.96 -4.9%
395 KMX CARMAX INC Consumer Cyclical 13,271.0 $702K 0.04% -6K -32.6% $52.89 +11.5%
396 NET CLOUDFLARE INC Technology 2,854.0 $700K 0.04% +1K +79.6% $245.28 +19.1%
397 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 17,010.0 $698K 0.04% +1K +8.2% $41.03 -4.9%
398 RH RH Consumer Cyclical 4,231.0 $697K 0.04% NEW $164.73 +3.2%
399 DDOG DATADOG INC Technology 2,671.0 $696K 0.04% -1K -35.9% $260.40 -10.3%
400 CDP COPT DEFENSE PROPERTIES Real Estate 18,910.0 $694K 0.04% -5K -22.1% $36.71 +0.3%
Page 20 of 51  ·  1,003 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%