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 |
|---|---|---|---|---|---|---|---|
| REYNReynolds Consumer Products Inc. | COM | 17,205 | $394.3K | <0.1% | – | – | History |
| SHOPShopify Inc. | Stock | 2,453 | $394.9K | <0.1% | – | – | History |
| HSTMHealthstream Inc | COM | 17,263 | $398.3K | <0.1% | – | – | History |
| AWIArmstrong World Industries Inc | COM | 2,089 | $399.2K | <0.1% | – | – | History |
| OTISOtis Worldwide Corp | Stock | 4,594 | $401.3K | <0.1% | – | – | History |
| FHIFederated Hermes, Inc. | CL B | 7,725 | $402.2K | <0.1% | – | – | History |
| ETSYEtsy Inc | COM | 7,259 | $402.4K | <0.1% | – | – | History |
| BLBDBlue Bird Corp | COM | 8,597 | $404.1K | <0.1% | – | – | History |
| NPCTNuveen Core Plus Impact Fund | COM BEN INT | 39,747 | $404.6K | <0.1% | – | – | History |
| DFINDonnelley Financial Solutions, Inc. | COM | 8,688 | $405.6K | <0.1% | – | – | History |
| LRNStride, Inc. | COM | 6,305 | $409.4K | <0.1% | – | – | History |
| LLoews Corp | COM | 3,896 | $410.3K | <0.1% | – | – | History |
| ANFAbercrombie & Fitch Co | CL A | 3,260 | $410.3K | <0.1% | – | – | History |
| PDXPIMCO Dynamic Income Strategy Fund | COM SHS BEN INT | 18,755 | $410.4K | <0.1% | – | – | History |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 32,633 | $410.5K | <0.1% | – | – | History |
| SLBSLB Limited | Stock | 10,691 | $413.3K | <0.1% | – | – | History |
| SITESiteOne Landscape Supply, Inc. | COM | 3,326 | $414.3K | <0.1% | – | – | History |
| EWBCEast West Bancorp Inc | COM | 3,688 | $414.5K | <0.1% | – | – | History |
| DECKDeckers Outdoor Corp | COM | 4,002 | $414.9K | <0.1% | – | – | History |
| DASHDoorDash, Inc. | Stock | 1,834 | $415.4K | <0.1% | – | – | History |
| MSCIMSCI Inc. | Stock | 730 | $418.8K | <0.1% | – | – | History |
| ARMKAramark | COM | 11,364 | $418.9K | <0.1% | – | – | History |
| ESEversource Energy | Stock | 6,222 | $418.9K | <0.1% | – | – | History |
| IDXXIDEXX Laboratories Inc | COM | 620 | $419.4K | <0.1% | – | – | History |
| HBANHuntington Bancshares Inc | COM | 23,995 | $420.0K | <0.1% | – | – | History |
| NOCNorthrop Grumman Corp | Stock | 737 | $420.3K | <0.1% | – | – | History |
| BURLBurlington Stores, Inc. | COM | 1,457 | $420.9K | <0.1% | – | – | History |
| PAYXPaychex Inc | Stock | 3,754 | $421.1K | <0.1% | – | – | History |
| APLEApple Hospitality REIT, Inc. | REIT | 35,386 | $422.2K | <0.1% | – | – | History |
| AEEAmeren Corp | COM | 4,249 | $424.3K | <0.1% | – | – | History |
| CWCurtiss Wright Corp | Stock | 770 | $424.5K | <0.1% | – | – | History |
| PEGAPegasystems Inc | COM | 7,136 | $426.2K | <0.1% | – | – | History |
| EVREvercore Inc. | CLASS A | 1,254 | $426.7K | <0.1% | – | – | History |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 6,266 | $428.3K | <0.1% | – | – | History |
| DDDuPont de Nemours, Inc. | COM | 10,680 | $429.3K | <0.1% | – | – | History |
| LNGCheniere Energy, Inc. | COM NEW | 2,210 | $429.6K | <0.1% | – | – | History |
| ARESAres Management Corp | CL A COM STK | 2,664 | $430.6K | <0.1% | – | – | History |
| GLVClough Global Dividend & Income Fund | COM | 72,131 | $430.6K | <0.1% | – | – | History |
| AWKAmerican Water Works Company, Inc. | Stock | 3,314 | $432.5K | <0.1% | – | – | History |
| URIUnited Rentals, Inc. | COM | 535 | $433.0K | <0.1% | – | – | History |
| MASMasco Corp | COM | 6,828 | $433.3K | <0.1% | – | – | History |
| CHWCalamos Global Dynamic Income Fund | COM | 58,125 | $433.6K | <0.1% | – | – | History |
| NQPNuveen Pennsylvania Quality Municipal Income Fund | COM | 36,519 | $434.2K | <0.1% | – | – | History |
| MKLMarkel Group Inc. | COM | 202 | $434.2K | <0.1% | – | – | History |
| PKGPackaging Corp of America | Stock | 2,102 | $436.1K | <0.1% | – | – | History |
| iShares Select Dividend ETF464287168 | ETF | 3,094 | $436.7K | <0.1% | – | – | – |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 19,670 | $439.7K | <0.1% | – | – | – |
| BHEBenchmark Electronics Inc | COM | 10,243 | $439.7K | <0.1% | – | – | History |
| PTCTPTC Therapeutics, Inc. | COM | 5,817 | $441.9K | <0.1% | – | – | History |
| JKHYJack Henry & Associates Inc | Stock | 2,425 | $442.5K | <0.1% | – | – | History |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 17,197 | $443.9K | <0.1% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 1,543 | $445.5K | <0.1% | – | – | History |
| iShares Inc464286392 | MSCI WORLD ETF | 2,422 | $449.9K | <0.1% | – | – | – |
| GDDYGoDaddy Inc. | CL A | 3,633 | $450.8K | <0.1% | – | – | History |
| RHIRobert Half Inc. | COM | 16,600 | $450.9K | <0.1% | – | – | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 7,622 | $453.0K | <0.1% | – | – | History |
| NXPINXP Semiconductors N.V. | COM | 2,080 | $453.6K | <0.1% | – | – | History |
| SANBanco Santander, S.A. | ADR | 38,748 | $454.5K | <0.1% | – | – | History |
| UNPUnion Pacific Corp | Stock | 1,965 | $454.5K | <0.1% | – | – | History |
| SNVSynovus Financial Corp | COM NEW | 9,111 | $456.0K | <0.1% | – | – | History |
| INVHInvitation Homes Inc. | COM | 16,295 | $457.7K | <0.1% | – | – | History |
| DTEDte Energy Co | COM | 3,525 | $459.1K | <0.1% | – | – | History |
| TDYTeledyne Technologies Inc | COM | 901 | $460.2K | <0.1% | – | – | History |
| DMADestra Multi-Alternative Fund | COMMON SHARES | 51,442 | $461.4K | <0.1% | – | – | History |
| EBFEnnis, Inc. | COM | 25,730 | $463.4K | <0.1% | – | – | History |
| PCTYPaylocity Holding Corp | COM | 3,040 | $463.6K | <0.1% | – | – | History |
| AMATApplied Materials Inc | Stock | 1,808 | $464.7K | <0.1% | – | – | History |
| NINisource Inc. | COM | 11,162 | $466.1K | <0.1% | – | – | History |
| ARWArrow Electronics, Inc. | COM | 4,240 | $467.2K | <0.1% | – | – | History |
| BNYBank of New York Mellon Corp | Stock | 4,038 | $468.7K | <0.1% | – | – | History |
| MMacy's, Inc. | COM | 21,092 | $468.9K | <0.1% | – | – | History |
| DEDeere & Co | Stock | 1,004 | $469.1K | <0.1% | – | – | History |
| NBHNeuberger Municipal Fund Inc. | COM | 46,253 | $470.6K | <0.1% | – | – | History |
| EQIXEquinix Inc | COM | 615 | $471.2K | <0.1% | – | – | History |
| AATAmerican Assets Trust, Inc. | COM | 24,916 | $471.7K | <0.1% | – | – | History |
| DAYDayforce, Inc. | COM | 6,859 | $474.4K | <0.1% | – | – | History |
| TWTradeweb Markets Inc. | Stock | 4,424 | $475.8K | <0.1% | – | – | History |
| BCVBancroft Fund Ltd | COM | 21,541 | $476.1K | <0.1% | – | – | History |
| JHGJanus Henderson Group Ltd. | ORD SHS | 10,010 | $476.2K | <0.1% | – | – | History |
| ASHAshland Inc. | COM | 8,117 | $476.2K | <0.1% | – | – | History |
| FASTFastenal Co | Stock | 11,905 | $477.7K | <0.1% | – | – | History |
| MRVLMarvell Technology, Inc. | COM | 5,622 | $477.8K | <0.1% | – | – | History |
| BBWIBath & Body Works, Inc. | COM | 23,988 | $481.7K | <0.1% | – | – | History |
| SRSpire Inc | COM | 5,792 | $483.8K | <0.1% | – | – | History |
| GLPIGaming & Leisure Properties, Inc. | COM | 10,879 | $486.2K | <0.1% | – | – | History |
| NNNNNN REIT, Inc. | REIT | 12,282 | $486.7K | <0.1% | – | – | History |
| UNFIUnited Natural Foods Inc | COM | 14,544 | $489.7K | <0.1% | – | – | History |
| CNNECannae Holdings, Inc. | COM | 31,160 | $490.1K | <0.1% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 866 | $490.5K | <0.1% | – | – | History |
| DELLDell Technologies Inc. | Stock | 3,907 | $491.8K | <0.1% | – | – | History |
| RGLDRoyal Gold Inc | Stock | 2,220 | $493.5K | <0.1% | – | – | History |
| SPOTSpotify Technology S.A. | Stock | 853 | $495.3K | <0.1% | – | – | History |
| FRFirst Industrial Realty Trust Inc | COM | 8,584 | $495.7K | <0.1% | – | – | History |
| MGYMagnolia Oil & Gas Corp | CL A | 22,713 | $497.2K | <0.1% | – | – | History |
| REVGREV Group, Inc. | COM | 8,203 | $499.3K | <0.1% | – | – | History |
| AMPAmeriprise Financial Inc | COM | 1,021 | $500.6K | <0.1% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,284 | $502.0K | <0.1% | – | – | – |
| PINSPinterest, Inc. | CL A | 19,442 | $503.4K | <0.1% | – | – | History |
| PLXSPlexus Corp | COM | 3,469 | $509.9K | <0.1% | – | – | History |
| BLDRBuilders FirstSource, Inc. | Stock | 4,961 | $510.4K | <0.1% | – | – | History |