Evolve Private Wealth, LLC
- SEC CIK
- 0002111131
- Latest filing
- Aug 12, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only.
- Positions
- 924
- No filing for Q3 2025
- Portfolio value
- $1.69B
- No filing for Q3 2025
Evolve Private Wealth, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AGLagilon health, inc. | COM | 19,661 | $13.5K | <0.1% | – | – | History |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 14,809 | $49.9K | <0.1% | – | – | History |
| UWMCUWM Holdings Corp | COM CL A | 11,869 | $53.3K | <0.1% | – | – | History |
| PTONPeloton Interactive, Inc. | CL A COM | 10,126 | $62.4K | <0.1% | – | – | History |
| CTMXCytomX Therapeutics, Inc. | COM | 14,834 | $63.2K | <0.1% | – | – | History |
| BGYBlackRock Enhanced International Dividend Trust | COM BENE INTER | 11,211 | $65.9K | <0.1% | – | – | History |
| PLTKPlaytika Holding Corp. | COM | 17,360 | $70.3K | <0.1% | – | – | History |
| NWLNewell Brands Inc. | Stock | 23,334 | $86.8K | <0.1% | – | – | History |
| NMLNeuberger Energy Infrastructure & Income Fund Inc. | COM | 10,500 | $89.3K | <0.1% | – | – | History |
| CXEMFS High Income Municipal Trust | SH BEN INT | 24,900 | $92.1K | <0.1% | – | – | History |
| LEOBNY Mellon Strategic Municipals, Inc. | COM | 15,028 | $95.6K | <0.1% | – | – | History |
| NOKNokia Corp | SPONSORED ADR | 15,401 | $99.6K | <0.1% | – | – | History |
| MSDMorgan Stanley Emerging Markets Debt Fund Inc | COM | 14,016 | $105.7K | <0.1% | – | – | History |
| ACPabrdn Income Credit Strategies Fund | COM | 19,957 | $109.5K | <0.1% | – | – | History |
| FSCOFS Credit Opportunities Corp. | COMMON STOCK | 18,083 | $113.9K | <0.1% | – | – | History |
| MHNBlackRock Muniholdings New York Quality Fund, Inc. | COM | 11,557 | $118.2K | <0.1% | – | – | History |
| BTZBlackRock Credit Allocation Income Trust | COM | 11,253 | $121.9K | <0.1% | – | – | History |
| EICEagle Point Income Co | COM | 10,700 | $122.1K | <0.1% | – | – | History |
| CXHMFS Investment Grade Municipal Trust | SH BEN INT | 15,500 | $123.2K | <0.1% | – | – | History |
| EMDWestern Asset Emerging Markets Debt Fund Inc. | COM | 11,632 | $123.6K | <0.1% | – | – | History |
| XRAYDentsply Sirona Inc. | Stock | 10,996 | $127.4K | <0.1% | – | – | History |
| NMRNomura Holdings Inc | SPONSORED ADR | 15,223 | $127.7K | <0.1% | – | – | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 25,798 | $128.7K | <0.1% | – | – | History |
| HUNHuntsman CORP | COM | 13,316 | $133.2K | <0.1% | – | – | History |
| DVDoubleVerify Holdings, Inc. | COM | 11,847 | $135.5K | <0.1% | – | – | History |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 11,276 | $139.6K | <0.1% | – | – | History |
| ERICEricsson LM Telephone Co | ADR B SEK 10 | 14,526 | $140.2K | <0.1% | – | – | History |
| BWGBrandywineGLOBAL-Global Income Opportunities Fund Inc | COM | 16,910 | $141.5K | <0.1% | – | – | History |
| BTXBlackRock Technology & Private Equity Term Trust | SHS BEN INT | 21,518 | $141.8K | <0.1% | – | – | History |
| VODVodafone Group Public Ltd Co | ADR | 10,672 | $143.7K | <0.1% | – | – | History |
| AWPabrdn Global Premier Properties Fund | COM SH BEN INT | 37,158 | $144.2K | <0.1% | – | – | History |
| BlackRock New York Municipal Income Trust09248L106 | SH BEN INT | 15,014 | $152.2K | <0.1% | – | – | – |
| RITMRithm Capital Corp. | REIT | 13,792 | $153.8K | <0.1% | – | – | History |
| AGDabrdn Global Dynamic Dividend Fund | COM | 13,541 | $159.5K | <0.1% | – | – | History |
| IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | COM | 27,709 | $159.9K | <0.1% | – | – | History |
| HLNHaleon plc | ADR | 15,836 | $160.1K | <0.1% | – | – | History |
| OWLBlue Owl Capital Inc. | COM CL A | 10,885 | $162.6K | <0.1% | – | – | History |
| GDLGDL Fund | COM SH BEN IT | 19,383 | $164.2K | <0.1% | – | – | History |
| VTRSViatris Inc | Stock | 13,323 | $165.9K | <0.1% | – | – | History |
| USALiberty All Star Equity Fund | SH BEN INT | 26,436 | $168.9K | <0.1% | – | – | History |
| AEGAegon Ltd. | AMER REG 1 CERT | 22,140 | $170.7K | <0.1% | – | – | History |
| PATHUiPath, Inc. | Stock | 10,430 | $170.9K | <0.1% | – | – | History |
| WENWendy's Co | Stock | 20,707 | $172.5K | <0.1% | – | – | History |
| DSMBNY Mellon Strategic Municipal Bond Fund, Inc. | COM | 28,035 | $173.0K | <0.1% | – | – | History |
| SSentinelOne, Inc. | CL A | 11,565 | $173.5K | <0.1% | – | – | History |
| CNHCNH Industrial N.V. | SHS | 18,978 | $175.0K | <0.1% | – | – | History |
| CAGConagra Brands Inc. | Stock | 10,185 | $176.3K | <0.1% | – | – | History |
| ISDPGIM High Yield Bond Fund, Inc. | COM | 12,790 | $186.4K | <0.1% | – | – | History |
| HFROHighland Opportunities & Income Fund | HIGHLAND INCOME | 31,437 | $188.0K | <0.1% | – | – | History |
| GTMZoomInfo Technologies Inc. | Stock | 18,678 | $190.0K | <0.1% | – | – | History |
| HQLabrdn Life Sciences Investors | SH BEN INT | 11,854 | $198.9K | <0.1% | – | – | History |
| NACNuveen California Quality Municipal Income Fund | COM | 16,940 | $200.1K | <0.1% | – | – | History |
| NVONovo Nordisk A S | ADR | 3,954 | $201.2K | <0.1% | – | – | History |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 3,993 | $201.3K | <0.1% | – | – | – |
| AOSSmith A O Corp | COM | 3,014 | $201.6K | <0.1% | – | – | History |
| MCHPMicrochip Technology Inc | Stock | 3,164 | $201.6K | <0.1% | – | – | History |
| LIILennox International Inc | COM | 415 | $202.1K | <0.1% | – | – | History |
| IGAVoya Global Advantage & Premium Opportunity Fund | COM | 20,641 | $202.4K | <0.1% | – | – | History |
| EXRExtra Space Storage Inc. | COM | 1,567 | $204.1K | <0.1% | – | – | History |
| GHYPGIM Global High Yield Fund, Inc. | COM | 16,402 | $204.1K | <0.1% | – | – | History |
| RYRoyal Bank of Canada | Stock | 1,202 | $204.9K | <0.1% | – | – | History |
| CHEChemed Corp | COM | 479 | $204.9K | <0.1% | – | – | History |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 1,725 | $205.8K | <0.1% | – | – | – |
| MPTMedical Properties Trust Inc | COM | 40,428 | $205.9K | <0.1% | – | – | History |
| CFRCullen/Frost Bankers, Inc. | COM | 1,628 | $206.2K | <0.1% | – | – | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 703 | $206.4K | <0.1% | – | – | History |
| AZOAutoZone Inc | COM | 61 | $206.9K | <0.1% | – | – | History |
| PORPortland General Electric Co | COM NEW | 4,301 | $208.7K | <0.1% | – | – | History |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 16,494 | $208.8K | <0.1% | – | – | History |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 779 | $209.7K | <0.1% | – | – | – |
| TRGPTarga Resources Corp. | COM | 1,137 | $209.8K | <0.1% | – | – | History |
| ESNTEssent Group Ltd. | COM | 3,234 | $210.2K | <0.1% | – | – | History |
| LBTYALiberty Global Ltd. | COM CL A | 18,985 | $211.5K | <0.1% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 3,898 | $211.8K | <0.1% | – | – | History |
| EQTEQT Corp | Stock | 3,970 | $212.8K | <0.1% | – | – | History |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 4,260 | $212.9K | <0.1% | – | – | – |
| IBKRInteractive Brokers Group, Inc. | Stock | 3,313 | $213.1K | <0.1% | – | – | History |
| KHCKraft Heinz Co | Stock | 8,787 | $213.1K | <0.1% | – | – | History |
| NXJNuveen New Jersey Quality Municipal Income Fund | COM | 16,888 | $213.5K | <0.1% | – | – | History |
| TMToyota Motor Corp | ADS | 998 | $213.6K | <0.1% | – | – | History |
| CQPCheniere Energy Partners, L.P. | COM UNIT | 4,000 | $213.9K | <0.1% | – | – | History |
| JRINuveen Real Asset Income & Growth Fund | COM | 15,723 | $214.0K | <0.1% | – | – | History |
| OMFOneMain Holdings, Inc. | COM | 3,174 | $214.4K | <0.1% | – | – | History |
| CRCrane Co | COMMON STOCK | 1,166 | $215.0K | <0.1% | – | – | History |
| Vanguard Health Care ETF92204A504 | ETF | 754 | $217.0K | <0.1% | – | – | – |
| TELTE Connectivity plc | Stock | 959 | $218.2K | <0.1% | – | – | History |
| BRBRBellring Brands, Inc. | Stock | 8,188 | $218.9K | <0.1% | – | – | History |
| PIIPolaris Inc. | Stock | 3,462 | $219.0K | <0.1% | – | – | History |
| iShares Tr464287861 | EUROPE ETF | 3,243 | $222.5K | <0.1% | – | – | – |
| RDDTReddit, Inc. | Stock | 970 | $223.0K | <0.1% | – | – | History |
| NVTnVent Electric plc | SHS | 2,194 | $223.7K | <0.1% | – | – | History |
| AMHAmerican Homes 4 Rent | CL A | 6,984 | $224.2K | <0.1% | – | – | History |
| WPCW. P. Carey Inc. | COM | 3,437 | $224.4K | <0.1% | – | – | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 808 | $225.5K | <0.1% | – | – | – |
| LNCLincoln National Corp | COM | 5,088 | $226.6K | <0.1% | – | – | History |
| OLLIOllie's Bargain Outlet Holdings, Inc. | Stock | 2,069 | $226.8K | <0.1% | – | – | History |
| USFDUS Foods Holding Corp. | COM | 3,011 | $226.8K | <0.1% | – | – | History |
| DBDeutsche Bank Aktiengesellschaft | NAMEN AKT | 5,926 | $228.5K | <0.1% | – | – | History |
| TTWOTake Two Interactive Software Inc | COM | 895 | $229.1K | <0.1% | – | – | History |
| EFXEquifax Inc | COM | 1,062 | $230.4K | <0.1% | – | – | History |