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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 4 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 22.0 $7K 0.01% NEW $304.09 +6.1%
62 HCA HCA HEALTHCARE INC Healthcare 14.0 $7K 0.01% NEW $473.21 -17.0%
63 RF REGIONS FINANCIAL CORP NEW Financial Services 252.0 $7K 0.01% NEW $26.12 +5.4%
64 VGIT VANGUARD SCOTTSDALE FDS 107.0 $6K 0.01% NEW $59.55 -1.3%
65 VICR VICOR CORP Technology 37.0 $6K 0.00% NEW $161.00 +64.1%
66 MPLX MPLX LP Energy 100.0 $6K 0.00% NEW $57.07 -2.5%
67 EQT EQT CORP Energy 89.0 $6K 0.00% NEW $63.64 -9.3%
68 FISV FISERV INC Technology 100.0 $6K 0.00% NEW $55.80 +0.0%
69 BGRN ISHARES TR 114.0 $5K 0.00% NEW $47.47 -0.4%
70 DASH DOORDASH INC Communication Services 36.0 $5K 0.00% NEW $150.14 +6.1%
71 ACN ACCENTURE PLC IRELAND Technology 27.0 $5K 0.00% NEW $198.30 -10.3%
72 ALB ALBEMARLE CORP Basic Materials 29.0 $5K 0.00% NEW $179.52 -5.4%
73 WCN WASTE CONNECTIONS INC Industrials 31.0 $5K 0.00% NEW $162.45 -3.4%
74 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 40.0 $5K 0.00% NEW $125.45 +4.8%
75 CDNS CADENCE DESIGN SYSTEM INC Technology 18.0 $5K 0.00% NEW $277.89 +29.0%
76 FVD FIRST TR EXCHANGE-TRADED FD 105.0 $5K 0.00% NEW $47.03 +1.4%
77 SE SEA LTD Consumer Cyclical 59.0 $5K 0.00% NEW $82.81 +5.4%
78 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 51.0 $5K 0.00% NEW $93.86 +106.0%
79 CORPAY INC 16.0 $5K 0.00% NEW $291.00
80 GSK GSK PLC Healthcare 80.0 $4K 0.00% NEW $55.19 -6.6%
Page 4 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%