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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 3 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JPM JPMORGAN CHASE & CO Financial Services 1,320.0 $432K 0.25% +501.0 +61.2% $327.33 +9.3%
42 LLY ELI LILLY & CO Healthcare 359.0 $431K 0.25% +36.0 +11.2% $1199.43 -2.2%
43 IGSB ISHARES TR 7,578.0 $397K 0.23% +320.0 +4.4% $52.41 -0.6%
44 RSP INVESCO EXCHANGE TRADED FD T 1,799.0 $383K 0.23% +1K +209.1% $212.75 +3.7%
45 VGT VANGUARD WORLD FD 3,008.0 $360K 0.21% +3K +2033.3% $119.52 +0.5%
46 INNOVATOR ETFS TRUST 13,342.0 $346K 0.20% +4K +40.5% $25.97
47 VTV VANGUARD INDEX FDS 1,547.0 $337K 0.20% +128.0 +9.0% $217.93 +3.4%
48 HMOP HARTFORD FDS EXCHANGE TRADED 8,529.0 $334K 0.20% +778.0 +10.0% $39.15 -1.7%
49 BILZ PIMCO ETF TR 3,167.0 $320K 0.19% +394.0 +14.2% $100.93 +0.0%
50 IQDG WISDOMTREE TR 7,048.0 $304K 0.18% +149.0 +2.2% $43.08 +3.5%
51 HD HOME DEPOT INC Consumer Cyclical 858.0 $303K 0.18% +332.0 +63.1% $352.68 -6.4%
52 JNJ JOHNSON & JOHNSON Healthcare 1,188.0 $302K 0.18% +533.0 +81.4% $253.97 +5.5%
53 IEFA ISHARES TR 3,121.0 $301K 0.18% +290.0 +10.2% $96.58 +4.0%
54 MINO PIMCO ETF TR 6,023.0 $276K 0.16% +2K +58.4% $45.76 -2.4%
55 TSLA TESLA INC Consumer Cyclical 630.0 $265K 0.16% +57.0 +9.9% $420.60 -17.1%
56 GOOG ALPHABET INC 720.0 $254K 0.15% +59.0 +8.9% $353.47
57 MBB ISHARES TR 2,672.0 $253K 0.15% +68.0 +2.6% $94.52 -1.4%
58 AMD ADVANCED MICRO DEVICES INC Technology 370.0 $215K 0.13% +18.0 +5.1% $580.91 -19.9%
59 DUK DUKE ENERGY CORP NEW Utilities 1,638.0 $207K 0.12% +1K +176.2% $126.58 -5.0%
60 PG PROCTER & GAMBLE CO Consumer Defensive 1,324.0 $194K 0.11% +909.0 +219.0% $146.64 -2.0%
Page 3 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%