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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 2 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IUSB ISHARES TR 8,269.0 $382K 0.22% -1K -11.6% $46.15 -1.4%
22 AVUS AMERICAN CENTY ETF TR 2,907.0 $372K 0.22% -56.0 -1.9% $128.08 +1.9%
23 INNOVATOR ETFS TRUST 13,056.0 $359K 0.21% -379.0 -2.8% $27.54
24 SCHZ SCHWAB STRATEGIC TR 15,487.0 $358K 0.21% -323.0 -2.0% $23.13 -1.5%
25 BERKSHIRE HATHAWAY INC DEL 687.0 $344K 0.20% -129.0 -15.8% $500.39
26 TUA SIMPLIFY EXCHANGE TRADED FUN 16,426.0 $336K 0.20% -2K -9.3% $20.43 -1.6%
27 IVE ISHARES TR 1,379.0 $313K 0.18% -391.0 -22.1% $227.06 +4.5%
28 DSEP FIRST TR EXCHNG TRADED FD VI 6,340.0 $301K 0.18% -299.0 -4.5% $47.44 +2.3%
29 SMH VANECK ETF TRUST 423.0 $277K 0.16% -95.0 -18.3% $655.89 -15.7%
30 PAUG INNOVATOR ETFS TRUST 5,874.0 $268K 0.16% -357.0 -5.7% $45.64 +2.4%
31 SPMD SPDR SERIES TRUST 3,594.0 $243K 0.14% -1K -23.3% $67.56 -1.7%
32 BSEP INNOVATOR ETFS TRUST 4,367.0 $230K 0.14% -889.0 -16.9% $52.73 +2.6%
33 SPSM SPDR SERIES TRUST 3,727.0 $215K 0.13% -139.0 -3.6% $57.67 -1.9%
34 J P MORGAN EXCHANGE TRADED F 4,051.0 $205K 0.12% -889.0 -18.0% $50.57
35 FTSM FIRST TR EXCHANGE-TRADED FD 3,425.0 $205K 0.12% -27.0 -0.8% $59.73 +0.3%
36 META META PLATFORMS INC Communication Services 355.0 $200K 0.12% -69.0 -16.3% $564.05 +2.5%
37 MARM FIRST TR EXCHNG TRADED FD VI 5,503.0 $188K 0.11% -48.0 -0.9% $34.13 +1.1%
38 MGV VANGUARD WORLD FD 1,133.0 $185K 0.11% -115.0 -9.2% $163.45 +2.3%
39 NJUL INNOVATOR ETFS TRUST 2,281.0 $177K 0.10% -46.0 -2.0% $77.43 -0.5%
40 UCON FIRST TR EXCHNG TRADED FD VI 6,982.0 $174K 0.10% -81.0 -1.1% $24.88 -1.2%
Page 2 of 6  ·  114 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%