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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 8 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CVX CHEVRON CORP NEW Energy 14,450.0 $2.2M 0.13% NEW $152.41 +25.4%
142 FDX FEDEX CORP Industrials 7,532.0 $2.2M 0.13% NEW $290.31 +29.4%
143 UPS UNITED PARCEL SERVICE INC Industrials 22,039.0 $2.2M 0.13% NEW $99.19 -0.3%
144 GS GOLDMAN SACHS GROUP INC Financial Services 2,486.0 $2.2M 0.13% NEW $879.01 +7.9%
145 EME EMCOR GROUP INC Industrials 3,531.0 $2.2M 0.13% NEW $611.80 +49.3%
146 ASML ASML HOLDING N V Technology 2,019.0 $2.2M 0.13% NEW $1069.89 +37.6%
147 TTMI TTM TECHNOLOGIES INC Technology 31,138.0 $2.1M 0.13% NEW $69.00 +142.5%
148 ANET ARISTA NETWORKS INC Technology 16,346.0 $2.1M 0.13% NEW $131.03 +8.2%
149 DFIS DIMENSIONAL ETF TRUST 64,450.0 $2.1M 0.13% NEW $32.94 +9.6%
150 JBHT HUNT J B TRANS SVCS INC Industrials 10,865.0 $2.1M 0.12% NEW $194.34 +34.9%
151 NVST ENVISTA HOLDINGS CORPORATION Healthcare 96,957.0 $2.1M 0.12% NEW $21.71 +7.0%
152 MEDP MEDPACE HLDGS INC Healthcare 3,725.0 $2.1M 0.12% NEW $561.65 -26.1%
153 TJX TJX COS INC NEW Consumer Cyclical 13,405.0 $2.1M 0.12% NEW $153.61 -4.0%
154 DFAE DIMENSIONAL ETF TRUST 63,200.0 $2.1M 0.12% NEW $32.57 +18.1%
155 V VISA INC Financial Services 5,846.0 $2.1M 0.12% NEW $350.72 -7.1%
156 TPR TAPESTRY INC Consumer Cyclical 15,929.0 $2.0M 0.12% NEW $127.77 +1.2%
157 VIRTUS EQUITY & CONV INCM FD 79,712.0 $2.0M 0.12% NEW $25.45
158 TY TRI CONTL CORP Financial Services 61,594.0 $2.0M 0.12% NEW $32.66 +5.8%
159 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 204,002.0 $2.0M 0.12% NEW $9.85 +5.3%
160 EXPE EXPEDIA GROUP INC Consumer Cyclical 7,088.0 $2.0M 0.12% NEW $283.33 -23.2%
Page 8 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%