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 |
|---|---|---|---|---|---|---|---|
| BFHBread Financial Holdings, Inc. | COM | 8,858 | $655.8K | <0.1% | – | – | History |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 5,747 | $658.0K | <0.1% | – | – | – |
| LGILazard Global Total Return & Income Fund Inc | COM | 37,833 | $659.8K | <0.1% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | 2,662 | $660.2K | <0.1% | – | – | History |
| BWABorgwarner Inc | COM | 14,668 | $660.9K | <0.1% | – | – | History |
| MNSTMonster Beverage Corp | COM | 8,641 | $662.5K | <0.1% | – | – | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 7,920 | $663.3K | <0.1% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 11,389 | $664.9K | <0.1% | – | – | History |
| FNFFidelity National Financial, Inc. | COM SHS | 12,202 | $666.1K | <0.1% | – | – | History |
| RMBSRambus Inc | COM | 7,339 | $674.4K | <0.1% | – | – | History |
| TRVTravelers Companies, Inc. | Stock | 2,329 | $675.5K | <0.1% | – | – | History |
| HIIHuntington Ingalls Industries, Inc. | COM | 1,987 | $675.7K | <0.1% | – | – | History |
| MMSMaximus, Inc. | COM | 7,830 | $675.9K | <0.1% | – | – | History |
| SYKStryker Corp | Stock | 1,926 | $678.6K | <0.1% | – | – | History |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 2,695 | $681.6K | <0.1% | – | – | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 3,212 | $685.6K | <0.1% | – | – | History |
| LECOLincoln Electric Holdings Inc | COM | 2,859 | $687.4K | <0.1% | – | – | History |
| HAFCHanmi Financial Corp | COM NEW | 25,435 | $687.5K | <0.1% | – | – | History |
| ONBOld National Bancorp | Stock | 31,264 | $697.5K | <0.1% | – | – | History |
| VEEVVeeva Systems Inc | Stock | 3,127 | $698.0K | <0.1% | – | – | History |
| WWWWolverine World Wide Inc | COM | 38,625 | $701.0K | <0.1% | – | – | History |
| EVRGEvergy, Inc. | Stock | 9,759 | $707.4K | <0.1% | – | – | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 1,783 | $709.0K | <0.1% | – | – | History |
| PGZPrincipal Real Estate Income Fund | SHS BEN INT | 70,891 | $709.6K | <0.1% | – | – | History |
| First Tr Exchange-Traded FD33734H106 | SHS | 15,439 | $711.4K | <0.1% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,464 | $714.2K | <0.1% | – | – | – |
| KMXCarMax Inc | COM | 18,490 | $714.5K | <0.1% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,977 | $718.3K | <0.1% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 9,012 | $718.5K | <0.1% | – | – | – |
| TSNTyson Foods, Inc. | Stock | 12,336 | $723.1K | <0.1% | – | – | History |
| ENSGEnsign Group, Inc | COM | 4,167 | $726.2K | <0.1% | – | – | History |
| FRTFederal Realty Investment Trust | SH BEN INT NEW | 7,220 | $727.8K | <0.1% | – | – | History |
| AITApplied Industrial Technologies Inc | COM | 2,849 | $731.6K | <0.1% | – | – | History |
| NTNXNutanix, Inc. | Stock | 14,172 | $732.6K | <0.1% | – | – | History |
| MANHManhattan Associates Inc | Stock | 4,244 | $735.5K | <0.1% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 1,270 | $736.7K | <0.1% | – | – | History |
| TXNTexas Instruments Inc | Stock | 4,250 | $737.3K | <0.1% | – | – | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 4,961 | $739.1K | <0.1% | – | – | – |
| VLOValero Energy Corp | Stock | 4,546 | $740.0K | <0.1% | – | – | History |
| MTCHMatch Group, Inc. | COM | 22,992 | $742.4K | <0.1% | – | – | History |
| MLMMartin Marietta Materials Inc | COM | 1,193 | $742.8K | <0.1% | – | – | History |
| TERTeradyne, Inc | Stock | 3,846 | $744.4K | <0.1% | – | – | History |
| NMAINuveen Multi-Asset Income Fund | COM | 57,581 | $750.9K | <0.1% | – | – | History |
| EPREpr Properties | COM SH BEN INT | 15,005 | $753.2K | <0.1% | – | – | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,607 | $753.4K | <0.1% | – | – | History |
| CICigna Group | Stock | 2,741 | $754.4K | <0.1% | – | – | History |
| CRUSCirrus Logic, Inc. | Stock | 6,429 | $761.8K | <0.1% | – | – | History |
| AEMAgnico Eagle Mines Ltd | Stock | 4,550 | $771.4K | <0.1% | – | – | History |
| BTTBlackRock Municipal 2030 Target Term Trust | COM SHS BEN IN | 34,009 | $776.1K | <0.1% | – | – | History |
| JXNJackson Financial Inc. | COM CL A | 7,292 | $777.7K | <0.1% | – | – | History |
| AGOAssured Guaranty Ltd | COM | 8,656 | $777.9K | <0.1% | – | – | History |
| DGDollar General Corp | COM | 5,861 | $778.2K | <0.1% | – | – | History |
| AMEAmetek Inc | COM | 3,797 | $779.6K | <0.1% | – | – | History |
| PFEPfizer Inc | Stock | 31,370 | $781.1K | <0.1% | – | – | History |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 11,646 | $781.8K | <0.1% | – | – | – |
| AEFabrdn Emerging Markets ex-China Fund, Inc. | COM | 109,043 | $782.9K | <0.1% | – | – | History |
| NMIHNMI Holdings, Inc. | COM | 19,223 | $784.1K | <0.1% | – | – | History |
| INTUIntuit Inc. | Stock | 1,185 | $785.0K | <0.1% | – | – | History |
| MTZMastec Inc | COM | 3,620 | $786.9K | <0.1% | – | – | History |
| MATXMatson, Inc. | COM | 6,404 | $791.2K | <0.1% | – | – | History |
| BABoeing Co | Stock | 3,674 | $797.7K | <0.1% | – | – | History |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 3,941 | $800.2K | <0.1% | – | – | History |
| OMCOmnicom Group Inc. | COM | 9,839 | $802.3K | <0.1% | – | – | History |
| ECFEllsworth Growth & Income Fund Ltd | COM | 69,771 | $811.4K | <0.1% | – | – | History |
| PGRProgressive Corp | Stock | 3,568 | $812.5K | <0.1% | – | – | History |
| LOWLowes Companies Inc | Stock | 3,387 | $816.8K | <0.1% | – | – | History |
| ITGartner Inc | COM | 3,241 | $817.6K | <0.1% | – | – | History |
| JCIJohnson Controls International plc | Stock | 6,817 | $819.1K | <0.1% | – | – | History |
| ADEAAdeia Inc. | COM | 47,498 | $819.3K | <0.1% | – | – | History |
| LAMRLamar Advertising Co | REIT | 6,532 | $826.8K | <0.1% | – | – | History |
| WCCWesco International Inc | COM | 3,396 | $830.8K | <0.1% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,638 | $834.1K | <0.1% | – | – | – |
| GLOClough Global Opportunities Fund | SH BEN INT | 147,528 | $835.0K | <0.1% | – | – | History |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 77,098 | $846.5K | 0.1% | – | – | History |
| APAAPA Corp | Stock | 34,716 | $849.1K | 0.1% | – | – | History |
| PLDPrologis, Inc. | REIT | 6,665 | $850.9K | 0.1% | – | – | History |
| NEENextera Energy Inc | Stock | 10,617 | $852.3K | 0.1% | – | – | History |
| NUENucor Corp | COM | 5,217 | $853.9K | 0.1% | – | – | History |
| AFLAflac Inc | Stock | 7,762 | $855.9K | 0.1% | – | – | History |
| ESTCElastic N.V. | ORD SHS | 11,366 | $857.5K | 0.1% | – | – | History |
| CNOCNO Financial Group, Inc. | COM | 20,234 | $859.3K | 0.1% | – | – | History |
| EXASExact Sciences Corp | COM | 8,471 | $860.3K | 0.1% | – | – | History |
| PFGPrincipal Financial Group Inc | COM | 9,775 | $862.3K | 0.1% | – | – | History |
| OZKBank OZK | COM | 18,814 | $865.8K | 0.1% | – | – | History |
| TPZTortoise Power & Energy Infrastructure Fund Inc | POWER ENRGY INFR | 42,532 | $869.7K | 0.1% | – | – | History |
| ADIAnalog Devices Inc | Stock | 3,214 | $871.7K | 0.1% | – | – | History |
| SNDKSandisk Corp | COM | 3,685 | $874.7K | 0.1% | – | – | History |
| PBProsperity Bancshares Inc | COM | 12,579 | $877.0K | 0.1% | – | – | History |
| REXRRexford Industrial Realty, Inc. | COM | 22,458 | $879.2K | 0.1% | – | – | History |
| APPAppLovin Corp | COM CL A | 1,307 | $880.7K | 0.1% | – | – | History |
| CATYCathay General Bancorp | COM | 18,218 | $881.6K | 0.1% | – | – | History |
| GVAGranite Construction Inc | COM | 7,686 | $887.6K | 0.1% | – | – | History |
| DINOHF Sinclair Corp | COM | 19,370 | $892.6K | 0.1% | – | – | History |
| CMICummins Inc | Stock | 1,753 | $894.9K | 0.1% | – | – | History |
| FTFranklin Universal Trust | SH BEN INT | 112,381 | $899.0K | 0.1% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 3,657 | $900.2K | 0.1% | – | – | – |
| ROPRoper Technologies Inc | Stock | 2,030 | $903.6K | 0.1% | – | – | History |
| MCKMcKesson Corp | Stock | 1,101 | $904.0K | 0.1% | – | – | History |
| APHAmphenol Corp | CL A | 6,733 | $911.6K | 0.1% | – | – | History |
| CVSACovista Inc. | COM | 8,822 | $912.8K | 0.1% | – | – | History |