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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 30 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 MKL MARKEL GROUP INC Financial Services 202.0 $434K 0.03% NEW $2149.65 -13.2%
582 NUVEEN PENNSYLVANIA QLT MUN 36,519.0 $434K 0.03% NEW $11.89
583 CHW CALAMOS GBL DYN INCOME FUND Financial Services 58,125.0 $434K 0.03% NEW $7.46 +11.4%
584 MAS MASCO CORP Industrials 6,828.0 $433K 0.03% NEW $63.46 +3.3%
585 URI UNITED RENTALS INC Industrials 535.0 $433K 0.03% NEW $809.35 +16.7%
586 AWK AMERICAN WTR WKS CO INC NEW Utilities 3,314.0 $432K 0.03% NEW $130.50 -4.9%
587 GLV CLOUGH GLOBAL DIVID & INCOME Financial Services 72,131.0 $431K 0.03% NEW $5.97 +2.8%
588 ARES ARES MANAGEMENT CORPORATION Financial Services 2,664.0 $431K 0.03% NEW $161.64 -25.1%
589 LNG CHENIERE ENERGY INC Energy 2,210.0 $430K 0.03% NEW $194.39 +27.4%
590 DD DUPONT DE NEMOURS INC Basic Materials 10,680.0 $429K 0.03% NEW $40.20 +21.0%
591 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 6,266.0 $428K 0.03% NEW $68.36 -12.8%
592 EVR EVERCORE INC Financial Services 1,254.0 $427K 0.03% NEW $340.25 -2.0%
593 PEGA PEGASYSTEMS INC Technology 7,136.0 $426K 0.03% NEW $59.72 -42.8%
594 CW CURTISS WRIGHT CORP Industrials 770.0 $424K 0.03% NEW $551.27 +28.9%
595 AEE AMEREN CORP Utilities 4,249.0 $424K 0.03% NEW $99.86 +9.2%
596 APLE APPLE HOSPITALITY REIT INC Real Estate 35,386.0 $422K 0.03% NEW $11.93 +17.2%
597 PAYX PAYCHEX INC Industrials 3,754.0 $421K 0.03% NEW $112.18 -15.8%
598 BURL BURLINGTON STORES INC Consumer Cyclical 1,457.0 $421K 0.03% NEW $288.85 -1.0%
599 NOC NORTHROP GRUMMAN CORP Industrials 737.0 $420K 0.03% NEW $570.27 -3.6%
600 HBAN HUNTINGTON BANCSHARES INC Financial Services 23,995.0 $420K 0.03% NEW $17.51 -11.1%
Page 30 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%