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 |
|---|---|---|---|---|---|---|---|
| HRHealthcare Realty Trust Inc | CL A COM | 13,596 | $230.5K | <0.1% | – | – | History |
| VICIVici Properties Inc. | COM | 8,067 | $230.9K | <0.1% | – | – | History |
| TDCTeradata Corp | Stock | 7,590 | $231.0K | <0.1% | – | – | History |
| TXNMTXNM Energy Inc | COM | 3,929 | $231.3K | <0.1% | – | – | History |
| GRMNGarmin Ltd | SHS | 1,148 | $232.9K | <0.1% | – | – | History |
| CGNXCognex Corp | COM | 6,473 | $232.9K | <0.1% | – | – | History |
| BFZBlackRock California Municipal Income Trust | SH BEN INT | 21,734 | $233.4K | <0.1% | – | – | History |
| OGEOGE Energy Corp. | COM | 5,472 | $233.7K | <0.1% | – | – | History |
| NJRNew Jersey Resources Corp | Stock | 5,077 | $236.6K | <0.1% | – | – | History |
| APTVAptiv PLC | Stock | 3,113 | $236.9K | <0.1% | – | – | History |
| PCQPIMCO California Municipal Income Fund | COM | 27,148 | $238.0K | <0.1% | – | – | History |
| CEVEaton Vance California Municipal Income Trust | SH BEN INT | 23,874 | $239.7K | <0.1% | – | – | History |
| PKPark Hotels & Resorts Inc. | COM | 22,502 | $241.0K | <0.1% | – | – | History |
| WBSWebster Financial Corp | COM | 3,830 | $241.1K | <0.1% | – | – | History |
| NETCloudflare, Inc. | CL A COM | 1,223 | $241.1K | <0.1% | – | – | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,961 | $241.7K | <0.1% | – | – | – |
| DDominion Energy, Inc | Stock | 4,133 | $242.2K | <0.1% | – | – | History |
| DLTRDollar Tree, Inc. | COM | 1,970 | $242.3K | <0.1% | – | – | History |
| LHLabcorp Holdings Inc. | Stock | 970 | $243.4K | <0.1% | – | – | History |
| WEXWEX Inc. | COM | 1,638 | $244.0K | <0.1% | – | – | History |
| BBSIBarrett Business Services Inc | COM | 6,744 | $244.2K | <0.1% | – | – | History |
| EXPEagle Materials Inc | COM | 1,180 | $244.2K | <0.1% | – | – | History |
| PNRPENTAIR plc | SHS | 2,349 | $244.6K | <0.1% | – | – | History |
| MCOMoodys Corp | Stock | 479 | $244.7K | <0.1% | – | – | History |
| MAAMid America Apartment Communities Inc. | COM | 1,773 | $246.3K | <0.1% | – | – | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,065 | $246.4K | <0.1% | – | – | – |
| IIFMorgan Stanley India Investment Fund, Inc. | COM | 9,171 | $247.3K | <0.1% | – | – | History |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 4,732 | $247.4K | <0.1% | – | – | History |
| COOCooper Companies, Inc. | COM | 3,029 | $248.3K | <0.1% | – | – | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 15,100 | $249.0K | <0.1% | – | – | History |
| STLDSteel Dynamics Inc | COM | 1,478 | $251.2K | <0.1% | – | – | History |
| CEGConstellation Energy Corp | Stock | 713 | $251.9K | <0.1% | – | – | History |
| AIOVirtus Artificial Intelligence & Technology Opportunities Fund | COM | 11,157 | $253.7K | <0.1% | – | – | History |
| NDSNNordson Corp | COM | 1,053 | $254.0K | <0.1% | – | – | History |
| IBITiShares Bitcoin Trust ETF | ETF | 5,134 | $254.9K | <0.1% | – | – | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 3,981 | $254.9K | <0.1% | – | – | History |
| VMIValmont Industries Inc | COM | 635 | $255.9K | <0.1% | – | – | History |
| LYGLloyds Banking Group plc | SPONSORED ADR | 48,409 | $256.6K | <0.1% | – | – | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 3,132 | $256.9K | <0.1% | – | – | History |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 11,052 | $257.6K | <0.1% | – | – | History |
| First Tr Exchange-Traded Alp33734Y109 | COM SHS | 2,280 | $258.0K | <0.1% | – | – | – |
| MATMattel Inc | COM | 13,005 | $258.0K | <0.1% | – | – | History |
| SRPTSarepta Therapeutics, Inc. | COM | 12,026 | $258.8K | <0.1% | – | – | History |
| QQnity Electronics, Inc. | COMMON STOCK | 3,186 | $260.1K | <0.1% | – | – | History |
| HAYWHayward Holdings, Inc. | COM | 16,959 | $262.0K | <0.1% | – | – | History |
| RACEFerrari N.V. | COM | 714 | $263.9K | <0.1% | – | – | History |
| SBACSba Communications Corp | CL A | 1,371 | $265.2K | <0.1% | – | – | History |
| iShares Tr464288588 | MBS ETF | 2,787 | $265.4K | <0.1% | – | – | – |
| PODDInsulet Corp | Stock | 940 | $267.2K | <0.1% | – | – | History |
| XYLXylem Inc. | COM | 1,966 | $267.8K | <0.1% | – | – | History |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 4,342 | $270.8K | <0.1% | – | – | – |
| EAElectronic Arts Inc. | COM | 1,332 | $272.2K | <0.1% | – | – | History |
| VFCV F Corp | Stock | 15,105 | $273.1K | <0.1% | – | – | History |
| LNTAlliant Energy Corp | Stock | 4,202 | $273.2K | <0.1% | – | – | History |
| SWKStanley Black & Decker, Inc. | COM | 3,715 | $275.9K | <0.1% | – | – | History |
| KMBKimberly Clark Corp | Stock | 2,706 | $276.3K | <0.1% | – | – | History |
| AKAMAkamai Technologies Inc | COM | 3,170 | $276.6K | <0.1% | – | – | History |
| MGMMGM Resorts International | Stock | 7,617 | $277.9K | <0.1% | – | – | History |
| PENGPenguin Solutions, Inc. | Stock | 14,212 | $278.0K | <0.1% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 959 | $278.3K | <0.1% | – | – | – |
| BKHBlack Hills Corp | COM | 4,015 | $278.7K | <0.1% | – | – | History |
| MPLXMPLX LP | COM UNIT REP LTD | 5,229 | $279.1K | <0.1% | – | – | History |
| PPCPilgrims Pride Corp | Stock | 7,159 | $279.1K | <0.1% | – | – | History |
| LEALear Corp | COM NEW | 2,448 | $280.5K | <0.1% | – | – | History |
| JJacobs Solutions Inc. | COM | 2,120 | $280.8K | <0.1% | – | – | History |
| EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | COM | 29,493 | $281.1K | <0.1% | – | – | History |
| SRESempra | Stock | 3,160 | $281.1K | <0.1% | – | – | History |
| ZTSZoetis Inc. | Stock | 2,235 | $281.2K | <0.1% | – | – | History |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 3,263 | $281.4K | <0.1% | – | – | – |
| ENBEnbridge Inc | Stock | 5,895 | $282.0K | <0.1% | – | – | History |
| CACICACI International Inc | CL A | 530 | $282.4K | <0.1% | – | – | History |
| CPAYCorpay, Inc. | COM SHS | 942 | $283.5K | <0.1% | – | – | History |
| DXCMDexcom Inc | COM | 4,272 | $283.5K | <0.1% | – | – | History |
| INGRIngredion Inc | COM | 2,572 | $283.6K | <0.1% | – | – | History |
| FTVFortive Corp | Stock | 5,155 | $284.6K | <0.1% | – | – | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 5,638 | $286.2K | <0.1% | – | – | – |
| CTVACorteva, Inc. | Stock | 4,273 | $286.4K | <0.1% | – | – | History |
| OVVOvintiv Inc. | COM | 7,310 | $286.5K | <0.1% | – | – | History |
| OHIOmega Healthcare Investors Inc | COM | 6,494 | $287.9K | <0.1% | – | – | History |
| CBSHCommerce Bancshares Inc | Stock | 5,502 | $288.0K | <0.1% | – | – | History |
| ARAntero Resources Corp | COM | 8,369 | $288.4K | <0.1% | – | – | History |
| VIKViking Holdings Ltd | ORD SHS | 4,040 | $288.5K | <0.1% | – | – | History |
| CLXClorox Co | Stock | 2,862 | $288.6K | <0.1% | – | – | History |
| PCARPaccar Inc | COM | 2,603 | $288.7K | <0.1% | – | – | History |
| ITTItt Inc. | COM | 1,670 | $289.8K | <0.1% | – | – | History |
| DUKDuke Energy CORP | Stock | 2,473 | $289.9K | <0.1% | – | – | History |
| PPGPPG Industries Inc | Stock | 2,837 | $290.7K | <0.1% | – | – | History |
| WSTWest Pharmaceutical Services Inc | COM | 1,057 | $290.8K | <0.1% | – | – | History |
| SONSonoco Products Co | COM | 6,674 | $291.3K | <0.1% | – | – | History |
| UNMUnum Group | Stock | 3,763 | $291.6K | <0.1% | – | – | History |
| ZBRAZebra Technologies Corp | CL A | 1,202 | $291.9K | <0.1% | – | – | History |
| AMKRAmkor Technology, Inc. | COM | 7,393 | $291.9K | <0.1% | – | – | History |
| MGAMagna International Inc | COM | 5,482 | $292.2K | <0.1% | – | – | History |
| PEverpure, Inc. | CL A | 4,369 | $292.8K | <0.1% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 484 | $293.0K | <0.1% | – | – | History |
| AVYAvery Dennison Corp | COM | 1,618 | $294.3K | <0.1% | – | – | History |
| AFBAlliancebernstein National Municipal Income Fund | COM | 27,391 | $296.4K | <0.1% | – | – | History |
| TRUTransUnion | COM | 3,461 | $296.8K | <0.1% | – | – | History |
| BROBrown & Brown, Inc. | Stock | 3,726 | $297.0K | <0.1% | – | – | History |
| STLAStellantis N.V. | SHS | 27,292 | $297.2K | <0.1% | – | – | History |