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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 2 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMP AMERIPRISE FINL INC Financial Services 77.0 $34K 0.03% NEW $444.40 +1.8%
22 GDX VANECK ETF TRUST 362.0 $33K 0.02% NEW $91.77 -7.4%
23 NTR NUTRIEN LTD Basic Materials 425.0 $32K 0.02% NEW $75.46 -7.1%
24 ADI ANALOG DEVICES INC Technology 95.0 $30K 0.02% NEW $318.14 +24.8%
25 ODFL OLD DOMINION FREIGHT LINE IN Industrials 150.0 $29K 0.02% NEW $195.40 +7.7%
26 RFG INVESCO EXCHANGE TRADED FD T 500.0 $27K 0.02% NEW $54.81 +12.4%
27 WTRG ESSENTIAL UTILS INC Utilities 669.0 $27K 0.02% NEW $40.27 -7.0%
28 SETM SPROTT FDS TR 780.0 $26K 0.02% NEW $33.08 +5.9%
29 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 87.0 $25K 0.02% NEW $290.49 -0.4%
30 FLOT ISHARES TR 491.0 $25K 0.02% NEW $50.95 +0.1%
31 ICOP ISHARES TR 516.0 $25K 0.02% NEW $47.58 +9.6%
32 SHEL SHELL PLC Energy 263.0 $24K 0.02% NEW $93.00 -7.8%
33 VNQ VANGUARD INDEX FDS 271.0 $24K 0.02% NEW $88.70 +9.1%
34 ATAIBECKLEY INC 6,467.0 $23K 0.02% NEW $3.54
35 IQVIA HLDGS INC 132.0 $23K 0.02% NEW $170.54
36 OMC OMNICOM GROUP INC Communication Services 280.0 $21K 0.01% NEW $75.31 -0.5%
37 SIL GLOBAL X FDS 227.0 $20K 0.01% NEW $90.08 -2.2%
38 UNP UNION PAC CORP Industrials 83.0 $20K 0.01% NEW $242.61 +9.6%
39 RTX RTX CORPORATION Industrials 101.0 $19K 0.01% NEW $192.90 -8.2%
40 STERLING CAP FDS 750.0 $19K 0.01% NEW $25.09
Page 2 of 7  ·  124 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%