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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 5 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SBUX STARBUCKS CORP Consumer Cyclical 1,252.0 $128K 0.07% +307.0 +32.5% $102.19 +5.5%
82 CSCO CISCO SYS INC Technology 1,072.0 $126K 0.07% +497.0 +86.4% $117.46 -6.4%
83 IWF ISHARES TR 1,014.0 $126K 0.07% +677.0 +200.9% $124.17 -1.1%
84 PM PHILIP MORRIS INTL INC Consumer Defensive 690.0 $125K 0.07% +142.0 +25.9% $180.91 +6.1%
85 JANW AIM ETF PRODUCTS TRUST 3,148.0 $122K 0.07% +504.0 +19.1% $38.67 +1.9%
86 AVUV AMERICAN CENTY ETF TR 949.0 $118K 0.07% +578.0 +155.8% $124.76 +0.6%
87 GLW CORNING INC Technology 461.0 $118K 0.07% +80.0 +21.0% $255.43 -41.7%
88 SPYV SPDR SERIES TRUST 1,934.0 $118K 0.07% +197.0 +11.3% $60.79 +4.5%
89 MRK MERCK & CO INC Healthcare 876.0 $113K 0.07% +548.0 +167.1% $128.50 +15.4%
90 SLV ISHARES SILVER TR Financial Services 2,105.0 $113K 0.07% +154.0 +7.9% $53.47 +12.3%
91 MO ALTRIA GROUP INC Consumer Defensive 1,551.0 $112K 0.07% +652.0 +72.5% $71.93 -4.6%
92 IAU ISHARES GOLD TR Financial Services 1,464.0 $111K 0.07% +1K +238.9% $75.51 +11.0%
93 KO COCA COLA CO Consumer Defensive 1,343.0 $109K 0.06% +599.0 +80.5% $81.27 +10.3%
94 V VISA INC Financial Services 318.0 $109K 0.06% +64.0 +25.2% $343.09 +11.2%
95 BND VANGUARD BD INDEX FDS 1,486.0 $109K 0.06% +75.0 +5.3% $73.41 -1.5%
96 EAGG ISHARES TR 2,212.0 $105K 0.06% +762.0 +52.5% $47.41 -1.5%
97 DXYZ DESTINY TECH100 INC 3,961.0 $102K 0.06% +220.0 +5.9% $25.76 +34.9%
98 ENB ENBRIDGE INC Energy 1,881.0 $102K 0.06% +749.0 +66.2% $54.21 -7.4%
99 WELL WELLTOWER INC Real Estate 447.0 $101K 0.06% +193.0 +76.0% $226.97 +4.9%
100 LMT LOCKHEED MARTIN CORP Industrials 199.0 $101K 0.06% +36.0 +22.1% $509.46 +10.7%
Page 5 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%