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Portfolio (Quarterly) Guide ↗

EVOLUTION WEALTH MANAGEMENT INC.

· CIK 0002010029
13F Portfolio $170M AUM 939 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 132 New 257 Added 114 Reduced 49 Exited
Page 10 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SCHB SCHWAB STRATEGIC TR 919.0 $27K 0.02% +518.0 +129.2% $28.96 +2.6%
182 BLV VANGUARD BD INDEX FDS 373.0 $26K 0.01% +123.0 +49.2% $68.93 -3.7%
183 XLI SELECT SECTOR SPDR TR 138.0 $26K 0.01% +13.0 +10.4% $185.23 -4.4%
184 NVS NOVARTIS AG Healthcare 163.0 $26K 0.01% +138.0 +552.0% $156.72 -1.9%
185 APH AMPHENOL CORP Technology 143.0 $25K 0.01% +82.0 +134.4% $176.32 -10.5%
186 UNP UNION PAC CORP Industrials 91.0 $25K 0.01% +8.0 +9.6% $272.00 +13.0%
187 KMI KINDER MORGAN INC DEL Energy 768.0 $25K 0.01% +750.0 +4166.7% $31.97 -1.3%
188 BLOK AMPLIFY ETF TR 389.0 $24K 0.01% +263.0 +208.7% $62.63 -0.9%
189 C CITIGROUP INC Financial Services 169.0 $24K 0.01% +17.0 +11.2% $139.57 -4.8%
190 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 687.0 $23K 0.01% +37.0 +5.7% $34.00 +11.9%
191 UBER UBER TECHNOLOGIES INC Technology 322.0 $23K 0.01% +317.0 +6340.0% $72.16 +9.2%
192 ET ENERGY TRANSFER L P Energy 1,204.0 $23K 0.01% +820.0 +213.5% $19.12 +11.5%
193 SHW SHERWIN WILLIAMS CO Basic Materials 64.0 $22K 0.01% +4.0 +6.7% $344.31 +0.2%
194 RTX RTX CORPORATION Industrials 114.0 $22K 0.01% +13.0 +12.9% $189.73 +11.6%
195 WM WASTE MGMT INC DEL Industrials 97.0 $22K 0.01% +49.0 +102.1% $222.88 -1.4%
196 RSG REPUBLIC SVCS INC Industrials 101.0 $22K 0.01% +33.0 +48.5% $213.08 +4.2%
197 ORCL ORACLE CORP Technology 146.0 $21K 0.01% +37.0 +33.9% $146.55 +2.8%
198 TGT TARGET CORP Consumer Defensive 161.0 $21K 0.01% +108.0 +203.8% $130.61 +24.9%
199 CI THE CIGNA GROUP Healthcare 75.0 $21K 0.01% +11.0 +17.2% $275.68 +1.2%
200 UPS UNITED PARCEL SVCS INC Industrials 189.0 $20K 0.01% +2.0 +1.1% $107.75 -2.3%
Page 10 of 13  ·  257 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.4%
Financial Services 23.4%
Consumer Cyclical 9.5%
Healthcare 6.8%
Industrials 6.3%
Communication Services 5.4%
Utilities 3.5%
Consumer Defensive 3.5%
Energy 2.3%
Basic Materials 1.5%