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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 46 of 50  ·  994 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 AMCOR PLC 5,557.0 $221K 0.01% NEW $39.75
902 TROW PRICE T ROWE GROUP INC Financial Services 2,446.0 $221K 0.01% -670.0 -21.5% $90.15 +13.1%
903 PSTG EVERPURE INC Technology 3,731.0 $220K 0.01% -638.0 -14.6% $59.04 +13.4%
904 ZS ZSCALER INC Technology 1,570.0 $220K 0.01% -707.0 -31.1% $140.29 +24.9%
905 DASH DOORDASH INC Communication Services 1,462.0 $220K 0.01% -372.0 -20.3% $150.15 +8.1%
906 IEV ISHARES TR 3,193.0 $217K 0.01% -50.0 -1.5% $67.94 +4.9%
907 SIGI SELECTIVE INS GROUP INC Financial Services 2,868.0 $216K 0.01% -804.0 -21.9% $75.39 +18.9%
908 MUSA MURPHY USA INC Consumer Cyclical 436.0 $215K 0.01% -336.0 -43.5% $494.02 +15.4%
909 ATI ATI INC Industrials 1,481.0 $215K 0.01% NEW $145.42 +4.3%
910 NWSA NEWS CORP NEW Communication Services 8,595.0 $214K 0.01% NEW $24.93 +4.6%
911 MKSI MKS INC. Technology 931.0 $214K 0.01% NEW $229.81 +28.6%
912 ROKU ROKU INC Communication Services 2,257.0 $214K 0.01% -3K -58.5% $94.62 +33.8%
913 RJF RAYMOND JAMES FINL INC Financial Services 1,474.0 $213K 0.01% -13K -89.8% $144.75 +7.6%
914 FE FIRSTENERGY CORP Utilities 4,196.0 $213K 0.01% NEW $50.66 -12.6%
915 NML NEUBERGER ENGY INFRSTR & INC Financial Services 20,215.0 $212K 0.01% +10K +92.5% $10.51 -0.6%
916 EXP EAGLE MATLS INC Basic Materials 1,121.0 $212K 0.01% -59.0 -5.0% $189.50 +4.3%
917 LMBS FIRST TR EXCHANGE-TRADED FD 4,260.0 $212K 0.01% $49.81 -0.2%
918 DGX QUEST DIAGNOSTICS INC Healthcare 1,079.0 $212K 0.01% NEW $196.02 -3.3%
919 WPC WP CAREY INC Real Estate 3,111.0 $211K 0.01% -326.0 -9.5% $67.96 +8.8%
920 VOT VANGUARD INDEX FDS 818.0 $210K 0.01% +10.0 +1.2% $257.30 +10.1%
Page 46 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%