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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 23 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ESGE ISHARES INC 14,345.0 $634K 0.04% NEW $44.17 +16.4%
442 GWW WW GRAINGER INC Industrials 624.0 $630K 0.04% NEW $1009.05 +25.4%
443 MD PEDIATRIX MEDICAL GROUP INC Healthcare 29,382.0 $628K 0.04% NEW $21.39 +5.8%
444 BELFB BEL FUSE INC Technology 3,703.0 $628K 0.04% NEW $169.63 +47.2%
445 EFA ISHARES TR 6,526.0 $627K 0.04% NEW $96.03 +6.1%
446 GLW CORNING INC Technology 7,137.0 $625K 0.04% NEW $87.56 +103.9%
447 WEC WEC ENERGY GROUP INC Utilities 5,913.0 $624K 0.04% NEW $105.46 +3.9%
448 ZION ZIONS BANCORPORATION N A Financial Services 10,649.0 $623K 0.04% NEW $58.54 +2.6%
449 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 7,096.0 $620K 0.04% NEW $87.42 -23.1%
450 HAS HASBRO INC Consumer Cyclical 7,553.0 $619K 0.04% NEW $82.00 +14.3%
451 TT TRANE TECHNOLOGIES PLC Industrials 1,587.0 $618K 0.04% NEW $389.20 +18.3%
452 HST HOST HOTELS & RESORTS INC Real Estate 34,121.0 $617K 0.04% NEW $18.08 +21.0%
453 GIS GENERAL MLS INC Consumer Defensive 13,210.0 $614K 0.04% NEW $46.50 -28.1%
454 ROST ROSS STORES INC Consumer Cyclical 3,408.0 $614K 0.04% NEW $180.14 +17.2%
455 GIII G III APPAREL GROUP LTD Consumer Cyclical 21,047.0 $610K 0.04% NEW $28.96 +0.2%
456 ATO ATMOS ENERGY CORP Utilities 3,626.0 $608K 0.04% NEW $167.63 +6.0%
457 EAGG ISHARES TR 12,679.0 $607K 0.04% NEW $47.85 -2.3%
458 VLTO VERALTO CORP Industrials 6,063.0 $606K 0.04% NEW $99.91 -13.2%
459 WRB BERKLEY W R CORP Financial Services 8,635.0 $605K 0.04% NEW $70.12 -1.9%
460 NDAQ NASDAQ INC Financial Services 6,207.0 $603K 0.04% NEW $97.13 -4.7%
Page 23 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%