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Portfolio (Quarterly) Guide ↗

EVOLUTION WEALTH MANAGEMENT INC.

· CIK 0002010029
13F Portfolio $121M AUM 747 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 747 New
Page 29 of 38  ·  747 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 SPHY SPDR SERIES TRUST 184.0 $4K 0.00% NEW $23.67 -1.1%
562 ACADIAN ASSET MANAGEMENT INC 92.0 $4K 0.00% NEW $47.00
563 IWX ISHARES TR 47.0 $4K 0.00% NEW $91.85 +12.2%
564 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 200.0 $4K 0.00% NEW $21.23 +18.9%
565 PJT PJT PARTNERS INC Financial Services 25.0 $4K 0.00% NEW $167.20 -6.4%
566 ALAB ASTERA LABS INC Technology 25.0 $4K 0.00% NEW $166.36 +84.5%
567 KRP KIMBELL RTY PARTNERS LP Energy 350.0 $4K 0.00% NEW $11.76 +29.2%
568 RGEN REPLIGEN CORP Healthcare 25.0 $4K 0.00% NEW $163.88 -29.8%
569 MAR MARRIOTT INTL INC NEW Consumer Cyclical 13.0 $4K 0.00% NEW $310.23 +19.0%
570 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 49.0 $4K 0.00% NEW $82.02 -21.7%
571 MEOH METHANEX CORP Basic Materials 100.0 $4K 0.00% NEW $39.72 +51.4%
572 ITW ILLINOIS TOOL WKS INC Industrials 16.0 $4K 0.00% NEW $246.31 +2.4%
573 PAYX PAYCHEX INC Industrials 35.0 $4K 0.00% NEW $112.17 -13.5%
574 TGT TARGET CORP Consumer Defensive 40.0 $4K 0.00% NEW $97.75 +28.5%
575 KRE SPDR SERIES TRUST 60.0 $4K 0.00% NEW $64.82 +7.0%
576 HEDJ WISDOMTREE TR 73.0 $4K 0.00% NEW $53.05 +5.7%
577 TVTX TRAVERE THERAPEUTICS INC Healthcare 100.0 $4K 0.00% NEW $38.21 +16.3%
578 USIG ISHARES TR 73.0 $4K 0.00% NEW $51.77 -1.5%
579 TRV TRAVELERS COMPANIES INC Financial Services 13.0 $4K 0.00% NEW $290.08 +5.6%
580 VXF VANGUARD INDEX FDS 18.0 $4K 0.00% NEW $209.11 +10.4%
Page 29 of 38  ·  747 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 35.0%
Financial Services 29.8%
Consumer Cyclical 9.8%
Healthcare 7.6%
Communication Services 5.3%
Industrials 3.6%
Utilities 3.0%
Energy 2.0%
Consumer Defensive 1.7%
Real Estate 1.4%