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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 5 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LMT LOCKHEED MARTIN CORP Industrials 163.0 $99K 0.07% +19.0 +13.2% $604.39 -11.8%
82 VGT VANGUARD WORLD FD 141.0 $98K 0.07% +130.0 +1181.8% $697.72 -83.4%
83 AGG ISHARES TR 977.0 $97K 0.07% +119.0 +13.9% $99.27 -0.8%
84 MUNI PIMCO ETF TR 1,851.0 $97K 0.07% +83.0 +4.7% $52.19 -0.3%
85 VZ VERIZON COMMUNICATIONS INC Communication Services 1,917.0 $96K 0.07% +37.0 +2.0% $50.20 -3.7%
86 CVX CHEVRON CORPORATION Energy 450.0 $93K 0.07% +120.0 +36.4% $206.90 -7.5%
87 PM PHILIP MORRIS INTL INC Consumer Defensive 548.0 $91K 0.07% +537.0 +4881.8% $165.34 +14.3%
88 MA MASTERCARD INCORPORATED Financial Services 169.0 $84K 0.06% +115.0 +213.0% $498.50 +0.0%
89 NEE NEXTERA ENERGY INC Utilities 888.0 $82K 0.06% +776.0 +692.9% $92.88 -4.7%
90 DSI ISHARES TR 657.0 $80K 0.06% +6.0 +0.9% $121.19 +16.6%
91 IBIT ISHARES BITCOIN TRUST ETF Financial Services 2,068.0 $79K 0.06% +37.0 +1.8% $38.42 +11.8%
92 DUK DUKE ENERGY CORP NEW Utilities 593.0 $78K 0.06% +375.0 +172.0% $130.94 -4.0%
93 V VISA INC Financial Services 254.0 $77K 0.06% +183.0 +257.8% $302.24 +8.8%
94 XME SPDR SERIES TRUST 679.0 $73K 0.05% +383.0 +129.4% $108.01 +8.4%
95 MDT MEDTRONIC PLC Healthcare 837.0 $73K 0.05% +726.0 +654.0% $86.65 -9.3%
96 TDIV FIRST TR EXCHANGE TRADED FD 773.0 $72K 0.05% +14.0 +1.8% $93.66 +23.8%
97 SCHG SCHWAB STRATEGIC TR 2,478.0 $72K 0.05% +490.0 +24.6% $29.13 +18.0%
98 AMD ADVANCED MICRO DEVICES INC Technology 352.0 $72K 0.05% +35.0 +11.0% $203.43 +129.8%
99 LOW LOWES COS INC Consumer Cyclical 302.0 $71K 0.05% +192.0 +174.6% $236.28 -9.0%
100 BSV VANGUARD BD INDEX FDS 874.0 $69K 0.05% +106.0 +13.8% $78.41 -0.7%
Page 5 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%