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Portfolio (Quarterly) Guide ↗

EVOLVE PRIVATE WEALTH, LLC

· CIK 0002111131
13F Portfolio $1.9B AUM 994 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 147 New 488 Added 280 Reduced 77 Exited
Page 33 of 50  ·  994 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 NUVEEN PA INVT QUALITY MUN F 36,089.0 $431K 0.02% -430.0 -1.2% $11.93
642 XLF SELECT SECTOR SPDR TR 8,717.0 $430K 0.02% +3K +43.2% $49.37 +3.5%
643 NUBD NUSHARES ETF TR 19,282.0 $428K 0.02% -388.0 -2.0% $22.21 -1.6%
644 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 21,662.0 $428K 0.02% +2K +8.9% $19.75 +11.0%
645 ALC ALCON AG Healthcare 5,668.0 $427K 0.02% NEW $75.35 -12.0%
646 AGX ARGAN INC Industrials 784.0 $427K 0.02% NEW $544.65 +17.4%
647 CHW CALAMOS GBL DYN INCOME FUND Financial Services 58,770.0 $427K 0.02% +645.0 +1.1% $7.26 +14.5%
648 EMXC ISHARES INC 5,400.0 $425K 0.02% $78.66 +17.1%
649 MCO MOODYS CORP Financial Services 972.0 $424K 0.02% +493.0 +102.9% $436.28 +1.6%
650 NGVT INGEVITY CORP Basic Materials 5,946.0 $424K 0.02% +549.0 +10.2% $71.23 -6.6%
651 IWP ISHARES TR 3,304.0 $423K 0.02% NEW $128.13 +5.4%
652 ALB ALBEMARLE CORP Basic Materials 2,357.0 $423K 0.02% NEW $179.53 -5.9%
653 GLV CLOUGH GLOBAL DIVID & INCOME Financial Services 71,423.0 $423K 0.02% -708.0 -1.0% $5.92 +3.7%
654 SNX TD SYNNEX CORPORATION Technology 2,495.0 $421K 0.02% NEW $168.71 +35.1%
655 OTTR OTTER TAIL CORP Utilities 4,772.0 $419K 0.02% +175.0 +3.8% $87.78 +0.3%
656 ASH ASHLAND INC Basic Materials 7,524.0 $418K 0.02% -593.0 -7.3% $55.61 -1.7%
657 MAS MASCO CORP Industrials 6,927.0 $418K 0.02% +99.0 +1.4% $60.37 +8.5%
658 L LOEWS CORP Financial Services 3,917.0 $418K 0.02% +21.0 +0.5% $106.74 +1.2%
659 MRVL MARVELL TECHNOLOGY INC Technology 4,217.0 $418K 0.02% -1K -25.0% $99.06 +70.5%
660 NNN NNN REIT INC Real Estate 9,928.0 $417K 0.02% -2K -19.2% $42.03 +5.5%
Page 33 of 50  ·  994 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 26.7%
Financial Services 20.1%
Consumer Cyclical 10.2%
Industrials 9.5%
Healthcare 9.2%
Communication Services 6.9%
Energy 5.4%
Consumer Defensive 5.0%
Utilities 3.0%
Basic Materials 2.2%