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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 35 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 CARR CARRIER GLOBAL CORPORATION Industrials 6,406.0 $338K 0.02% NEW $52.84 +16.3%
682 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 4,205.0 $338K 0.02% NEW $80.30 -4.3%
683 MUC BLACKROCK MUNIHLDNGS CALI QL Financial Services 31,796.0 $337K 0.02% NEW $10.60 -1.0%
684 DFAI DIMENSIONAL ETF TRUST 8,810.0 $336K 0.02% NEW $38.11 +7.2%
685 XLF SELECT SECTOR SPDR TR 6,089.0 $333K 0.02% NEW $54.77 -6.7%
686 CLNE CLEAN ENERGY FUELS CORP Energy 158,760.0 $333K 0.02% NEW $2.10 -4.8%
687 MHK MOHAWK INDS INC Consumer Cyclical 3,037.0 $332K 0.02% NEW $109.30 -11.7%
688 OSK OSHKOSH CORP Industrials 2,634.0 $331K 0.02% NEW $125.63 -2.9%
689 AA ALCOA CORP Basic Materials 6,223.0 $331K 0.02% NEW $53.14 +20.3%
690 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 14,708.0 $328K 0.02% NEW $22.32 -31.6%
691 FTRE FORTREA HLDGS INC Healthcare 19,027.0 $328K 0.02% NEW $17.25 -21.2%
692 GTO INVESCO ACTIVELY MANAGED EXC 6,900.0 $327K 0.02% NEW $47.42 -2.5%
693 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,585.0 $327K 0.02% NEW $91.21 +0.6%
694 F FORD MTR CO Consumer Cyclical 24,907.0 $327K 0.02% NEW $13.12 -0.7%
695 CMU MFS HIGH YIELD MUN TR Financial Services 92,603.0 $325K 0.02% NEW $3.51 -3.8%
696 BC BRUNSWICK CORP Consumer Cyclical 4,369.0 $324K 0.02% NEW $74.24 -1.0%
697 WM WASTE MGMT INC DEL Industrials 1,456.0 $320K 0.02% NEW $219.71 +1.4%
698 STGW STAGWELL INC Communication Services 65,329.0 $319K 0.02% NEW $4.89 +31.3%
699 NGVT INGEVITY CORP Basic Materials 5,397.0 $319K 0.02% NEW $59.18 +12.4%
700 EXPAND ENERGY CORPORATION 2,892.0 $319K 0.02% NEW $110.36
Page 35 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%