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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 9 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ANET ARISTA NETWORKS INC Technology 249.0 $42K 0.03% +50.0 +25.1% $169.88 +15.0%
162 MS MORGAN STANLEY Financial Services 194.0 $41K 0.02% +51.0 +35.7% $209.04 +2.7%
163 PRU PRUDENTIAL FINL INC Financial Services 365.0 $39K 0.02% +222.0 +155.2% $107.93 +11.0%
164 VRTX VERTEX PHARMACEUTICALS INC Healthcare 78.0 $39K 0.02% +26.0 +50.0% $496.73 +9.1%
165 SYK STRYKER CORPORATION Healthcare 120.0 $38K 0.02% +4.0 +3.5% $314.84 +5.0%
166 LIN LINDE PLC Basic Materials 72.0 $37K 0.02% +8.0 +12.5% $518.94 -5.7%
167 FITB FIFTH THIRD BANCORP Financial Services 662.0 $37K 0.02% +5.0 +0.8% $56.36 -3.2%
168 QCOM QUALCOMM INC Technology 200.0 $37K 0.02% +150.0 +300.0% $184.79 -11.1%
169 KR KROGER CO Consumer Defensive 647.0 $36K 0.02% +101.0 +18.5% $55.53 +3.9%
170 VMBS VANGUARD SCOTTSDALE FDS 767.0 $36K 0.02% +27.0 +3.6% $46.81 -1.3%
171 IUSV ISHARES TR 312.0 $34K 0.02% +31.0 +11.0% $110.15 +4.3%
172 ODFL OLD DOMINION FREIGHT LINE IN Industrials 153.0 $33K 0.02% +3.0 +2.0% $216.60 -8.3%
173 AMAT APPLIED MATLS INC Technology 44.0 $32K 0.02% +13.0 +41.9% $726.59 -36.5%
174 DHR DANAHER CORP DEL Healthcare 166.0 $32K 0.02% +12.0 +7.8% $190.48 +13.4%
175 EBAY EBAY INC. Consumer Cyclical 281.0 $31K 0.02% +92.0 +48.7% $111.75 -5.5%
176 BLACKROCK ETF TRUST 533.0 $31K 0.02% +154.0 +40.6% $57.66
177 PFE PFIZER INC Healthcare 1,264.0 $30K 0.02% +270.0 +27.2% $24.08 +16.1%
178 MSI MOTOROLA SOLUTIONS INC Technology 68.0 $28K 0.02% +30.0 +79.0% $415.29 +17.0%
179 AEP AMERICAN ELEC PWR CO INC Utilities 203.0 $28K 0.02% +2.0 +1.0% $136.81 -10.6%
180 SCHA SCHWAB STRATEGIC TR 738.0 $27K 0.02% +96.0 +14.9% $36.13 -5.2%
Page 9 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%