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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 9 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DIA SPDR DOW JONES INDL AVERAGE Financial Services 4,153.0 $2.0M 0.12% NEW $481.68 +2.3%
162 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 125,844.0 $2.0M 0.12% NEW $15.86 +22.6%
163 FIX COMFORT SYS USA INC Industrials 2,135.0 $2.0M 0.12% NEW $933.30 +94.4%
164 RSP INVESCO EXCHANGE TRADED FD T 10,374.0 $2.0M 0.12% NEW $191.56 +5.0%
165 MLI MUELLER INDS INC Industrials 17,192.0 $2.0M 0.12% NEW $114.80 +15.7%
166 MS MORGAN STANLEY Financial Services 11,053.0 $2.0M 0.12% NEW $177.54 +7.0%
167 HD HOME DEPOT INC Consumer Cyclical 5,618.0 $1.9M 0.12% NEW $344.12 -14.4%
168 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 82,802.0 $1.9M 0.11% NEW $23.32 +6.6%
169 EXEL EXELIXIS INC Healthcare 44,052.0 $1.9M 0.11% NEW $43.83 +11.1%
170 GD GENERAL DYNAMICS CORP Industrials 5,728.0 $1.9M 0.11% NEW $336.64 +1.3%
171 GSK GSK PLC Healthcare 38,802.0 $1.9M 0.11% NEW $49.47 +2.1%
172 TYG TORTOISE ENERGY INFRA CORP Financial Services 45,988.0 $1.9M 0.11% NEW $40.90 +14.3%
173 ZM ZOOM COMMUNICATIONS INC Technology 21,507.0 $1.9M 0.11% NEW $86.29 +13.8%
174 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 40,626.0 $1.9M 0.11% NEW $45.57 +31.3%
175 RTX RTX CORPORATION Industrials 10,076.0 $1.8M 0.11% NEW $183.40 -4.0%
176 ABNB AIRBNB INC Consumer Cyclical 13,549.0 $1.8M 0.11% NEW $135.72 -2.6%
177 CVIE MORGAN STANLEY ETF TRUST 25,634.0 $1.8M 0.11% NEW $71.30 +11.3%
178 ASGI ABRDN GLOBAL INFRA INCOME FU Financial Services 80,669.0 $1.8M 0.11% NEW $22.57 +5.8%
179 ACN ACCENTURE PLC IRELAND Technology 6,768.0 $1.8M 0.11% NEW $268.30 -32.6%
180 AMD ADVANCED MICRO DEVICES INC Technology 8,466.0 $1.8M 0.11% NEW $214.16 +96.0%
Page 9 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%