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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 1 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 270,573.0 $73.6M 4.36% NEW $271.86 +8.8%
2 SGOV ISHARES TR 654,830.0 $65.7M 3.90% NEW $100.38 +0.2%
3 NVDA NVIDIA CORPORATION Technology 250,212.0 $46.7M 2.77% NEW $186.50 +19.1%
4 AGG ISHARES TR 442,250.0 $44.2M 2.62% NEW $99.88 -1.8%
5 HTRB HARTFORD FDS EXCHANGE TRADED 1,269,349.0 $43.7M 2.59% NEW $34.40 -2.6%
6 BOND PIMCO ETF TR 466,565.0 $43.6M 2.58% NEW $93.48 -2.6%
7 BND VANGUARD BD INDEX FDS 577,473.0 $42.8M 2.54% NEW $74.07 -1.8%
8 MSFT MICROSOFT CORP Technology 77,948.0 $37.7M 2.23% NEW $483.62 -13.1%
9 GOOGL ALPHABET INC Communication Services 89,759.0 $28.1M 1.67% NEW $313.00 +28.3%
10 ISCF ISHARES TR 616,511.0 $25.6M 1.52% NEW $41.48 +7.2%
11 AMZN AMAZON COM INC Consumer Cyclical 102,764.0 $23.7M 1.41% NEW $230.82 +14.6%
12 IAU ISHARES GOLD TR Financial Services 260,335.0 $21.1M 1.25% NEW $81.17 +5.4%
13 EMGF ISHARES INC 349,393.0 $20.2M 1.20% NEW $57.85 +20.3%
14 AVGO BROADCOM INC Technology 58,069.0 $20.1M 1.19% NEW $346.10 +21.2%
15 CGCP CAPITAL GRP FIXED INCM ETF T 761,301.0 $17.2M 1.02% NEW $22.64 -2.1%
16 META META PLATFORMS INC Communication Services 25,855.0 $17.1M 1.01% NEW $660.09 -7.6%
17 TSLA TESLA INC Consumer Cyclical 37,552.0 $16.9M 1.00% NEW $449.72 -8.5%
18 JPM JPMORGAN CHASE & CO. Financial Services 49,545.0 $16.0M 0.95% NEW $322.22 -7.0%
19 GOOG ALPHABET INC Communication Services 42,385.0 $13.3M 0.79% NEW $313.80 +26.9%
20 GM GENERAL MTRS CO Consumer Cyclical 160,195.0 $13.0M 0.77% NEW $81.32 -8.7%
Page 1 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%