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 |
|---|---|---|---|---|---|---|---|
| ZSZscaler, Inc. | Stock | 2,277 | $512.1K | <0.1% | – | – | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 5,077 | $514.8K | <0.1% | – | – | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 2,307 | $517.1K | <0.1% | – | – | History |
| FLSFlowserve Corp | COM | 7,436 | $517.5K | <0.1% | – | – | History |
| SONYSony Group Corp | SPONSORED ADR | 20,306 | $519.8K | <0.1% | – | – | History |
| ALLEAllegion plc | ORD SHS | 3,275 | $521.4K | <0.1% | – | – | History |
| SORSource Capital | CEF | 11,411 | $522.2K | <0.1% | – | – | History |
| HAEHaemonetics Corp | COM | 6,555 | $525.4K | <0.1% | – | – | History |
| GTLBGitlab Inc. | CLASS A COM | 14,104 | $529.3K | <0.1% | – | – | History |
| CLMBClimb Global Solutions, Inc. | COM | 5,150 | $529.4K | <0.1% | – | – | History |
| NTRSNorthern Trust Corp | COM | 3,872 | $532.0K | <0.1% | – | – | History |
| WDIWestern Asset Diversified Income Fund (WDI) | COM SHS BEN INT | 38,137 | $532.3K | <0.1% | – | – | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 2,873 | $533.0K | <0.1% | – | – | History |
| TCBITexas Capital Bancshares Inc | COM | 5,889 | $533.2K | <0.1% | – | – | History |
| ProShares Tr74349Y753 | SHOR S&P 500 NEW | 14,857 | $535.3K | <0.1% | – | – | – |
| HLTHilton Worldwide Holdings Inc. | COM | 1,871 | $537.4K | <0.1% | – | – | History |
| CINFCincinnati Financial Corp | COM | 3,276 | $537.9K | <0.1% | – | – | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 2,434 | $541.9K | <0.1% | – | – | History |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 22,280 | $542.1K | <0.1% | – | – | – |
| CALMCal-Maine Foods Inc | COM NEW | 6,903 | $549.3K | <0.1% | – | – | History |
| DDOGDatadog, Inc. | CL A COM | 4,040 | $549.4K | <0.1% | – | – | History |
| SFMSprouts Farmers Market, Inc. | COM | 6,898 | $549.6K | <0.1% | – | – | History |
| PEOAdams Natural Resources Fund, Inc. | COM | 25,333 | $550.7K | <0.1% | – | – | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,141 | $552.3K | <0.1% | – | – | – |
| ALKSAlkermes plc. | SHS | 19,749 | $552.6K | <0.1% | – | – | History |
| CTRACoterra Energy Inc. | Stock | 21,041 | $553.8K | <0.1% | – | – | History |
| DXPEDXP Enterprises Inc | COM NEW | 5,050 | $554.4K | <0.1% | – | – | History |
| CFLTConfluent, Inc. | CLASS A COM | 18,336 | $554.5K | <0.1% | – | – | History |
| SLMSLM Corp | COM | 20,546 | $556.0K | <0.1% | – | – | History |
| VCVisteon Corp | COM NEW | 5,854 | $556.7K | <0.1% | – | – | History |
| EDConsolidated Edison Inc | Stock | 5,616 | $557.8K | <0.1% | – | – | History |
| iShares Tr464288307 | MRGSTR MD CP GRW | 6,987 | $557.8K | <0.1% | – | – | – |
| BPOPPopular, Inc. | COM NEW | 4,462 | $559.0K | <0.1% | – | – | History |
| BIIBBiogen Inc. | COM | 3,183 | $560.2K | <0.1% | – | – | History |
| GRBKGreen Brick Partners, Inc. | COM | 8,952 | $560.9K | <0.1% | – | – | History |
| DLRDigital Realty Trust, Inc. | COM | 3,613 | $563.4K | <0.1% | – | – | History |
| IVZInvesco Ltd. | Stock | 21,460 | $563.8K | <0.1% | – | – | History |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 4,789 | $563.8K | <0.1% | – | – | – |
| ACLSAxcelis Technologies Inc | Stock | 7,029 | $564.7K | <0.1% | – | – | History |
| TFXTeleflex Inc | COM | 4,648 | $567.2K | <0.1% | – | – | History |
| SANMSanmina Corp | COM | 3,788 | $568.5K | <0.1% | – | – | History |
| CSGSCSG Systems International Inc | COM | 7,386 | $568.8K | <0.1% | – | – | History |
| FLRFluor Corp | Stock | 14,412 | $571.1K | <0.1% | – | – | History |
| SPNTSiriusPoint Ltd | COM | 26,211 | $573.8K | <0.1% | – | – | History |
| TPHTri Pointe Homes, Inc. | COM | 18,251 | $574.4K | <0.1% | – | – | History |
| CPRTCopart Inc | COM | 14,692 | $575.2K | <0.1% | – | – | History |
| TRMBTrimble Inc. | COM | 7,355 | $576.3K | <0.1% | – | – | History |
| ELVElevance Health, Inc. | Stock | 1,648 | $577.7K | <0.1% | – | – | History |
| VISNVistance Networks, Inc. | COM | 31,919 | $578.7K | <0.1% | – | – | History |
| EWEdwards Lifesciences Corp | Stock | 6,836 | $582.8K | <0.1% | – | – | History |
| IFFInternational Flavors & Fragrances Inc | COM | 8,599 | $582.9K | <0.1% | – | – | History |
| ALLAllstate Corp | Stock | 2,792 | $583.9K | <0.1% | – | – | History |
| NYTNew York Times Co | CL A | 8,416 | $584.2K | <0.1% | – | – | History |
| RUSHARush Enterprises Inc | CL A | 10,853 | $585.4K | <0.1% | – | – | History |
| TWLOTwilio Inc | CL A | 4,127 | $587.0K | <0.1% | – | – | History |
| INVXInnovex International, Inc. | COM | 26,915 | $588.6K | <0.1% | – | – | History |
| ROKURoku, Inc | COM CL A | 5,439 | $590.1K | <0.1% | – | – | History |
| CLColgate Palmolive Co | Stock | 7,468 | $590.1K | <0.1% | – | – | History |
| MDBMongoDB, Inc. | CL A | 1,407 | $590.5K | <0.1% | – | – | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 6,474 | $595.2K | <0.1% | – | – | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 10,883 | $595.4K | <0.1% | – | – | – |
| PHParker-Hannifin Corp | Stock | 681 | $598.6K | <0.1% | – | – | History |
| HALHalliburton Co | Stock | 21,225 | $599.8K | <0.1% | – | – | History |
| ADUSAddus HomeCare Corp | COM | 5,598 | $601.2K | <0.1% | – | – | History |
| NDAQNasdaq, Inc. | COM | 6,207 | $602.9K | <0.1% | – | – | History |
| WRBBerkley W R Corp | COM | 8,635 | $605.5K | <0.1% | – | – | History |
| VLTOVeralto Corp | Stock | 6,063 | $605.8K | <0.1% | – | – | History |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 12,679 | $606.7K | <0.1% | – | – | – |
| ATOAtmos Energy Corp | COM | 3,626 | $607.8K | <0.1% | – | – | History |
| GIIIG III Apparel Group Ltd | COM | 21,047 | $609.5K | <0.1% | – | – | History |
| ROSTRoss Stores, Inc. | COM | 3,408 | $613.9K | <0.1% | – | – | History |
| GISGeneral Mills Inc | Stock | 13,210 | $614.3K | <0.1% | – | – | History |
| HSTHost Hotels & Resorts, Inc. | COM | 34,121 | $616.9K | <0.1% | – | – | History |
| TTTrane Technologies plc | SHS | 1,587 | $617.7K | <0.1% | – | – | History |
| HASHasbro, Inc. | COM | 7,553 | $619.3K | <0.1% | – | – | History |
| SSNCSS&C Technologies Holdings Inc | COM | 7,096 | $620.3K | <0.1% | – | – | History |
| ZIONZions Bancorporation, National Association | COM | 10,649 | $623.4K | <0.1% | – | – | History |
| WECWec Energy Group, Inc. | Stock | 5,913 | $623.6K | <0.1% | – | – | History |
| GLWCorning Inc | COM | 7,137 | $624.9K | <0.1% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 6,526 | $626.7K | <0.1% | – | – | – |
| BELFBBel Fuse Inc | CL B | 3,703 | $628.1K | <0.1% | – | – | History |
| MDPediatrix Medical Group, Inc. | COM | 29,382 | $628.5K | <0.1% | – | – | History |
| GWWW.W. Grainger, Inc. | Stock | 624 | $629.6K | <0.1% | – | – | History |
| iShares Inc46434G863 | ESG AWR MSCI EM | 14,345 | $633.6K | <0.1% | – | – | – |
| FTDRFrontdoor, Inc. | COM | 11,000 | $634.6K | <0.1% | – | – | History |
| STESTERIS plc | SHS USD | 2,509 | $636.1K | <0.1% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 2,473 | $640.2K | <0.1% | – | – | History |
| VLYValley National Bancorp | COM | 54,382 | $641.2K | <0.1% | – | – | History |
| JOFJapan Smaller Capitalization Fund Inc | COM | 57,890 | $641.4K | <0.1% | – | – | History |
| COPConocoPhillips | Stock | 6,855 | $641.7K | <0.1% | – | – | History |
| TNLTravel & Leisure Co. | COM | 9,114 | $642.8K | <0.1% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,190 | $643.2K | <0.1% | – | – | – |
| WCNWaste Connections, Inc. | COM | 3,694 | $647.8K | <0.1% | – | – | History |
| VTRVentas, Inc. | REIT | 8,323 | $648.0K | <0.1% | – | – | History |
| BDCBelden Inc. | COM | 5,561 | $648.4K | <0.1% | – | – | History |
| EPDEnterprise Products Partners L.P. | Stock | 20,274 | $650.0K | <0.1% | – | – | History |
| FHBFirst Hawaiian, Inc. | COM | 25,699 | $650.2K | <0.1% | – | – | History |
| ALGNAlign Technology Inc | COM | 4,165 | $650.4K | <0.1% | – | – | History |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 27,992 | $653.3K | <0.1% | – | – | History |
| CDPCopt Defense Properties | REIT | 23,318 | $655.4K | <0.1% | – | – | History |