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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 7 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ASML ASML HLDG NV Technology 39.0 $78K 0.05% +1.0 +2.6% $1989.44 -14.7%
122 BNDX VANGUARD CHARLOTTE FDS 1,602.0 $78K 0.05% +507.0 +46.3% $48.43 -1.7%
123 T AT&T INC Communication Services 3,744.0 $78K 0.05% +2K +81.3% $20.70 +25.6%
124 BA BOEING CO Industrials 352.0 $76K 0.04% +46.0 +15.0% $216.47 -3.1%
125 LOW LOWES COS INC Consumer Cyclical 344.0 $76K 0.04% +42.0 +13.9% $220.49 -5.6%
126 MRVL MARVELL TECHNOLOGY INC Technology 253.0 $75K 0.04% +28.0 +12.4% $297.89 -27.3%
127 BOTZ GLOBAL X FDS 1,980.0 $75K 0.04% +1K +102.0% $37.94 -5.8%
128 PSX PHILLIPS 66 Energy 439.0 $74K 0.04% +115.0 +35.5% $169.21 +44.2%
129 BSV VANGUARD BD INDEX FDS 945.0 $74K 0.04% +71.0 +8.1% $77.91 -0.5%
130 BX BLACKSTONE INC Financial Services 618.0 $73K 0.04% +300.0 +94.3% $117.67 +21.0%
131 RFDA ALPS ETF TR 1,021.0 $72K 0.04% +130.0 +14.6% $70.41 +4.6%
132 SDY SPDR SERIES TRUST 470.0 $72K 0.04% +66.0 +16.3% $152.18 +3.5%
133 NUE NUCOR CORP Basic Materials 321.0 $72K 0.04% +190.0 +145.0% $222.79 +12.4%
134 UNH UNITEDHEALTH GROUP INC Healthcare 168.0 $70K 0.04% +39.0 +30.2% $415.63 -5.5%
135 ESGU ISHARES TR 405.0 $66K 0.04% +118.0 +41.1% $163.67 +3.1%
136 VO VANGUARD INDEX FDS 804.0 $65K 0.04% +660.0 +458.3% $80.57 +2.4%
137 PEP PEPSICO INC Consumer Defensive 465.0 $63K 0.04% +33.0 +7.6% $135.40 +4.2%
138 DTCR GLOBAL X FDS 2,073.0 $63K 0.04% +300.0 +16.9% $30.37 -7.8%
139 WMT WALMART INC Consumer Defensive 536.0 $61K 0.04% +220.0 +69.6% $113.26 -9.0%
140 BOND PIMCO ETF TR 657.0 $61K 0.04% +41.0 +6.7% $92.21 -1.8%
Page 7 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%