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Portfolio (Quarterly) Guide ↗

EVOLUTION WEALTH MANAGEMENT INC.

· CIK 0002010029
13F Portfolio $137M AUM 854 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 124 New 211 Added 90 Reduced 19 Exited
Page 2 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHD SCHWAB STRATEGIC TR 30,894.0 $948K 0.69% +10K +45.5% $30.68 +5.1%
22 IFRA ISHARES TR 15,573.0 $891K 0.65% +8K +111.4% $57.20 +5.8%
23 AMZN AMAZON COM INC Consumer Cyclical 3,889.0 $810K 0.59% +905.0 +30.3% $208.27 +28.9%
24 DDWM WISDOMTREE TR 14,849.0 $655K 0.48% +371.0 +2.6% $44.11 +5.5%
25 DTD WISDOMTREE TR 7,176.0 $620K 0.45% +561.0 +8.5% $86.36 +6.9%
26 OVT LISTED FDS TR 27,081.0 $593K 0.43% +11K +68.5% $21.91 +0.5%
27 GOOGL ALPHABET INC Communication Services 2,016.0 $580K 0.42% +867.0 +75.5% $287.55 +34.8%
28 VTI VANGUARD INDEX FDS 1,657.0 $532K 0.39% +293.0 +21.5% $320.81 +13.8%
29 GLD SPDR GOLD TR Financial Services 1,200.0 $516K 0.38% +27.0 +2.3% $430.29 -3.1%
30 INNOVATOR ETFS TRUST 19,427.0 $487K 0.36% +4K +23.5% $25.08
31 IWB ISHARES TR 1,350.0 $481K 0.35% +1K +10000.0% $356.56 +13.6%
32 AVGO BROADCOM INC Technology 1,467.0 $454K 0.33% +881.0 +150.3% $309.48 +34.0%
33 INNOVATOR ETFS TRUST 16,737.0 $425K 0.31% +2K +15.3% $25.39
34 DHS WISDOMTREE TR 3,835.0 $419K 0.31% +221.0 +6.1% $109.22 +3.2%
35 BERKSHIRE HATHAWAY INC DEL 816.0 $391K 0.29% +152.0 +22.9% $479.20
36 EMXC ISHARES INC 4,634.0 $365K 0.27% +44.0 +1.0% $78.66 +21.5%
37 BAC BANK AMERICA CORP Financial Services 7,342.0 $358K 0.26% +812.0 +12.4% $48.75 +5.6%
38 LRCX LAM RESEARCH CORP Technology 1,539.0 $329K 0.24% +622.0 +67.8% $213.66 +41.5%
39 HMOP HARTFORD FDS EXCHANGE TRADED 7,751.0 $300K 0.22% +3K +49.2% $38.74 +0.3%
40 LLY ELI LILLY & CO Healthcare 323.0 $297K 0.22% +44.0 +15.8% $919.77 +13.3%
Page 2 of 11  ·  211 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 33.8%
Financial Services 24.5%
Consumer Cyclical 8.8%
Communication Services 7.2%
Industrials 6.7%
Healthcare 6.6%
Utilities 3.7%
Energy 3.3%
Consumer Defensive 3.0%
Real Estate 1.4%