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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 3 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SNPS SYNOPSYS INC Technology 31.0 $14K 0.01% NEW $446.06 -0.8%
42 VRT VERTIV HOLDINGS CO Industrials 40.0 $13K 0.01% NEW $334.82 -23.2%
43 EQR EQUITY RESIDENTIAL Real Estate 192.0 $13K 0.01% NEW $67.93 -6.3%
44 J JACOBS SOLUTIONS INC Industrials 102.0 $13K 0.01% NEW $126.00 +20.6%
45 CAH CARDINAL HEALTH INC Healthcare 51.0 $12K 0.01% NEW $237.57 -1.3%
46 BP BP PLC Energy 321.0 $12K 0.01% NEW $36.95 +14.1%
47 SEABRIDGE GOLD INC 400.0 $10K 0.01% NEW $25.74
48 DFIS DIMENSIONAL ETF TRUST 290.0 $10K 0.01% NEW $35.03 +7.4%
49 FTEC FIDELITY COVINGTON TRUST 35.0 $10K 0.01% NEW $285.57 +0.4%
50 FIRST TR EXCH TRADED FD III 131.0 $10K 0.01% NEW $73.80
51 LNT ALLIANT ENERGY CORP Utilities 125.0 $10K 0.01% NEW $76.29 -10.8%
52 GLPI GAMING & LEISURE P Real Estate 207.0 $9K 0.01% NEW $44.53 -4.4%
53 TRIPLE FLAG PRECIOUS METAL 300.0 $9K 0.01% NEW $29.97
54 JPIB J P MORGAN EXCHANGE TRADED F 184.0 $9K 0.01% NEW $48.35 -1.1%
55 NORTHERN LIGHTS FD TR 347.0 $9K 0.01% NEW $25.37
56 CASY CASEYS GEN STORES INC Consumer Cyclical 11.0 $9K 0.01% NEW $794.82 -5.0%
57 TEL TE CONNECTIVITY PLC Technology 43.0 $9K 0.01% NEW $201.60 +0.5%
58 ROST ROSS STORES INC Consumer Cyclical 40.0 $9K 0.01% NEW $212.85 +7.4%
59 STM STMICROELECTRONICS N V Technology 112.0 $8K 0.01% NEW $74.89 -34.1%
60 DFCF DIMENSIONAL ETF TRUST 182.0 $8K 0.01% NEW $42.21 -1.6%
Page 3 of 7  ·  132 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%