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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 8 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NTR NUTRIEN LTD Basic Materials 960.0 $60K 0.04% +535.0 +125.9% $62.95 +16.8%
142 TMUS T-MOBILE US INC Communication Services 353.0 $59K 0.04% +12.0 +3.5% $167.73 +8.1%
143 TMO THERMO FISHER SCIENTIFIC INC Healthcare 115.0 $58K 0.03% +16.0 +16.2% $501.36 +24.1%
144 PANW PALO ALTO NETWORKS INC Technology 164.0 $56K 0.03% +33.0 +25.2% $341.02 +9.0%
145 IGV ISHARES TR 605.0 $55K 0.03% +505.0 +505.0% $90.60 +20.9%
146 DIS DISNEY WALT CO Communication Services 563.0 $54K 0.03% +246.0 +77.6% $96.30 +12.3%
147 FMB FIRST TR EXCH TRADED FD III 1,024.0 $53K 0.03% +115.0 +12.7% $51.37 -2.6%
148 MPC MARATHON PETE CORP Energy 204.0 $52K 0.03% +101.0 +98.1% $255.67 +44.3%
149 POWL POWELL INDS INC Industrials 180.0 $52K 0.03% +114.0 +172.7% $286.36 -36.2%
150 EUSB ISHARES TR 1,164.0 $51K 0.03% +401.0 +52.6% $43.45 -1.4%
151 NFLX NETFLIX INC. Communication Services 703.0 $50K 0.03% +244.0 +53.2% $71.40 +14.5%
152 BIV VANGUARD BD INDEX FDS 652.0 $50K 0.03% +41.0 +6.7% $76.70 -1.7%
153 DMXF ISHARES TR 589.0 $50K 0.03% +170.0 +40.6% $84.60 +2.6%
154 IUSG ISHARES TR 259.0 $49K 0.03% +16.0 +6.6% $188.09 +1.7%
155 ADI ANALOG DEVICES INC Technology 121.0 $48K 0.03% +26.0 +27.4% $397.17 -8.9%
156 RFDI FIRST TR EXCH TRADED FD III 546.0 $48K 0.03% +75.0 +15.9% $87.08 +5.9%
157 DELL DELL TECHNOLOGIES INC Technology 109.0 $47K 0.03% +9.0 +9.0% $431.46 +5.7%
158 MDLZ MONDELEZ INTL INC Consumer Defensive 799.0 $46K 0.03% +97.0 +13.8% $57.84 +7.8%
159 VOOG VANGUARD ADMIRAL FDS INC 540.0 $45K 0.03% +450.0 +500.0% $82.62 +1.9%
160 GMAY FIRST TR EXCHNG TRADED FD VI 986.0 $42K 0.03% +434.0 +78.6% $43.04 +2.1%
Page 8 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%