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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 5 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HYG ISHARES TR 60.0 $5K 0.00% NEW $79.97 -0.3%
82 GRNY TIDAL TRUST I 150.0 $4K 0.00% NEW $27.65 +0.6%
83 SILJ AMPLIFY ETF TR 160.0 $4K 0.00% NEW $25.92 +22.3%
84 ROK ROCKWELL AUTOMATION INC Industrials 8.0 $4K 0.00% NEW $495.12 -13.0%
85 PH PARKER-HANNIFIN CORP Industrials 4.0 $4K 0.00% NEW $978.00 +1.7%
86 CARR CARRIER GLOBAL CORPORATION Industrials 53.0 $4K 0.00% NEW $73.36 -19.9%
87 SOUN SOUNDHOUND AI INC Technology 600.0 $4K 0.00% NEW $6.47 +9.9%
88 XLC SELECT SECTOR SPDR TR 36.0 $4K 0.00% NEW $107.14 +5.5%
89 MDYG SPDR SERIES TRUST 34.0 $4K 0.00% NEW $112.09 -3.2%
90 NVDY TIDAL TRUST II 300.0 $4K 0.00% NEW $12.44 +0.3%
91 AON AON PLC Financial Services 11.0 $4K 0.00% NEW $331.73 +7.1%
92 BLOCK INC 48.0 $4K 0.00% NEW $76.00
93 OKTA OKTA INC Technology 25.0 $3K 0.00% NEW $136.44 +21.8%
94 IBDS ISHARES TR 137.0 $3K 0.00% NEW $24.22 +0.0%
95 IBDT ISHARES TR 131.0 $3K 0.00% NEW $25.25 -0.3%
96 SPLB SPDR SERIES TRUST 147.0 $3K 0.00% NEW $22.40 -3.9%
97 IBDR ISHARES TR 135.0 $3K 0.00% NEW $24.23 +0.0%
98 IYT ISHARES TR 35.0 $3K 0.00% NEW $86.74 -0.4%
99 KLAC KLA CORP Technology 10.0 $3K 0.00% NEW $301.70 -41.8%
100 SWK STANLEY BLACK & DECKER INC Industrials 32.0 $3K 0.00% NEW $94.12 +3.9%
Page 5 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%