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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 26 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 VB VANGUARD INDEX FDS 2,141.0 $552K 0.03% NEW $257.95 +8.2%
502 PEO ADAM NAT RES FD INC Financial Services 25,333.0 $551K 0.03% NEW $21.74 +24.6%
503 SFM SPROUTS FMRS MKT INC Consumer Defensive 6,898.0 $550K 0.03% NEW $79.67 +10.9%
504 DDOG DATADOG INC Technology 4,040.0 $549K 0.03% NEW $135.99 +53.6%
505 CALM CAL MAINE FOODS INC Consumer Defensive 6,903.0 $549K 0.03% NEW $79.57 -1.3%
506 VRP INVESCO EXCH TRADED FD TR II 22,280.0 $542K 0.03% NEW $24.33 -0.7%
507 FERG FERGUSON ENTERPRISES INC Industrials 2,434.0 $542K 0.03% NEW $222.63 -1.2%
508 CINF CINCINNATI FINL CORP Financial Services 3,276.0 $538K 0.03% NEW $164.19 +2.2%
509 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,871.0 $537K 0.03% NEW $287.25 +10.8%
510 SH PROSHARES TR 14,857.0 $535K 0.03% NEW $36.03 -6.1%
511 TCBI TEXAS CAP BANCSHARES INC Financial Services 5,889.0 $533K 0.03% NEW $90.54 +7.6%
512 MRSH MARSH & MCLENNAN COS INC Financial Services 2,873.0 $533K 0.03% NEW $185.52 -10.5%
513 WDI WESTERN ASSET DIVERSIFIED IN Financial Services 38,137.0 $532K 0.03% NEW $13.96 -4.4%
514 NTRS NORTHERN TR CORP Financial Services 3,872.0 $532K 0.03% NEW $137.39 +20.3%
515 CLMB CLIMB GLOBAL SOLUTIONS INC Technology 5,150.0 $529K 0.03% NEW $102.79 -80.1%
516 GTLB GITLAB INC Technology 14,104.0 $529K 0.03% NEW $37.53 -33.1%
517 HAE HAEMONETICS CORP MASS Healthcare 6,555.0 $525K 0.03% NEW $80.15 -28.5%
518 SOURCE CAPITAL 11,411.0 $522K 0.03% NEW $45.76
519 ALLE ALLEGION PLC Industrials 3,275.0 $521K 0.03% NEW $159.22 -20.8%
520 SONY SONY GROUP CORP Technology 20,306.0 $520K 0.03% NEW $25.60 -11.3%
Page 26 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%