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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 6 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PEP PEPSICO INC Consumer Defensive 432.0 $67K 0.05% +200.0 +86.2% $155.29 -3.0%
102 FRI FIRST TR EXCHANGE-TRADED FD 2,347.0 $67K 0.05% +107.0 +4.8% $28.46 +9.9%
103 GD GENERAL DYNAMICS CORP Industrials 183.0 $63K 0.05% +155.0 +553.6% $343.22 -0.1%
104 ENB ENBRIDGE INC Energy 1,132.0 $61K 0.04% +882.0 +352.8% $54.14 +7.2%
105 XLU SELECT SECTOR SPDR TR 1,330.0 $61K 0.04% +494.0 +59.1% $45.89 -1.2%
106 BA BOEING CO Industrials 306.0 $61K 0.04% +17.0 +5.9% $199.03 +10.0%
107 PG PROCTER & GAMBLE CO Consumer Defensive 415.0 $60K 0.04% +231.0 +125.5% $144.44 -0.0%
108 T AT&T INC Communication Services 2,065.0 $60K 0.04% +1K +250.6% $28.99 -12.9%
109 MO ALTRIA GROUP INC Consumer Defensive 899.0 $59K 0.04% +13.0 +1.5% $65.97 +12.0%
110 PSX PHILLIPS 66 Energy 324.0 $59K 0.04% +99.0 +44.0% $182.18 -2.5%
111 NOW SERVICENOW INC Technology 560.0 $59K 0.04% +380.0 +211.1% $104.55 -2.3%
112 CEG CONSTELLATION ENERGY CORP Utilities 207.0 $58K 0.04% +19.0 +10.1% $279.25 +5.3%
113 ESGE ISHARES INC 1,266.0 $58K 0.04% +826.0 +187.7% $45.47 +15.5%
114 KO COCA COLA CO Consumer Defensive 744.0 $57K 0.04% +354.0 +90.8% $76.05 +7.1%
115 USXF ISHARES TR 1,023.0 $56K 0.04% +39.0 +4.0% $55.20 +20.2%
116 SHLD GLOBAL X FDS 793.0 $56K 0.04% +288.0 +57.0% $70.84 -8.0%
117 RFDA ALPS ETF TR 891.0 $56K 0.04% +10.0 +1.1% $62.67 +11.3%
118 BSX BOSTON SCIENTIFIC CORP Healthcare 883.0 $55K 0.04% +483.0 +120.8% $62.75 -7.9%
119 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 55.0 $54K 0.04% +4.0 +7.8% $989.62 +3.9%
120 USHY ISHARES TR 1,442.0 $53K 0.04% +1K +1797.4% $36.84 +0.4%
Page 6 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%