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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 12 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SPTL SPDR SERIES TRUST 444.0 $12K 0.01% +113.0 +34.1% $26.23 -3.6%
222 SJNK SPDR SERIES TRUST 452.0 $11K 0.01% +157.0 +53.2% $25.03 -0.6%
223 MCK MCKESSON CORP Healthcare 14.0 $11K 0.01% +8.0 +133.3% $755.57 +18.2%
224 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 500.0 $11K 0.01% +100.0 +25.0% $21.11 -21.1%
225 VST VISTRA CORP Utilities 65.0 $10K 0.01% +50.0 +333.3% $158.63 -13.6%
226 RFCI ALPS ETF TR 444.0 $10K 0.01% +169.0 +61.5% $22.28 -1.2%
227 SPGI S&P GLOBAL INC Financial Services 24.0 $10K 0.01% +4.0 +20.0% $407.25 +8.8%
228 EMLP FIRST TR EXCHANGE-TRADED FD 219.0 $10K 0.01% +69.0 +46.0% $43.50 +1.1%
229 DASH DOORDASH INC Communication Services 51.0 $9K 0.01% +15.0 +41.7% $184.53 +28.3%
230 AWK AMERICAN WTR WKS CO INC NEW Utilities 70.0 $9K 0.01% +57.0 +438.5% $131.59 +5.1%
231 VCLT VANGUARD SCOTTSDALE FDS 119.0 $9K 0.01% +65.0 +120.4% $75.25 -3.9%
232 EMR EMERSON ELEC CO Industrials 62.0 $9K 0.01% +12.0 +24.0% $143.15 +8.4%
233 JEPQ J P MORGAN EXCHANGE TRADED F 143.0 $9K 0.01% +50.0 +53.8% $61.46 -2.1%
234 VGIT VANGUARD SCOTTSDALE FDS 140.0 $8K 0.01% +33.0 +30.8% $58.98 -1.3%
235 NEM NEWMONT CORP Basic Materials 83.0 $8K 0.01% +50.0 +151.5% $93.40 +37.0%
236 MRSH MARSH & MCLENNAN COS INC Financial Services 45.0 $8K 0.00% +13.0 +40.6% $166.67 +15.6%
237 INTU INTUIT Technology 28.0 $7K 0.00% +3.0 +12.0% $261.00 +37.2%
238 SPIB SPDR SERIES TRUST 218.0 $7K 0.00% +49.0 +29.0% $33.46 -1.1%
239 HIG HARTFORD INSURANCE GROUP INC Financial Services 53.0 $7K 0.00% +3.0 +6.0% $132.53 +4.5%
240 PINS PINTEREST INC Communication Services 332.0 $7K 0.00% +327.0 +6540.0% $21.03 +10.3%
Page 12 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%