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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 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DON WISDOMTREE TR 3,068.0 $173K 0.10% -61.0 -1.9% $56.52 +2.2%
42 IEMG ISHARES INC 2,090.0 $173K 0.10% -177.0 -7.8% $82.84 -1.2%
43 XLE SELECT SECTOR SPDR TR 3,254.0 $173K 0.10% -1K -30.5% $53.11 +18.0%
44 DEM WISDOMTREE TR 3,098.0 $167K 0.10% -48.0 -1.5% $53.79 +2.8%
45 GS GOLDMAN SACHS GROUP INC Financial Services 151.0 $153K 0.09% -4.0 -2.6% $1011.37 +2.2%
46 LONZ PIMCO ETF TR 2,926.0 $144K 0.09% -610.0 -17.2% $49.31 +0.2%
47 BINC BLACKROCK ETF TRUST II 2,704.0 $142K 0.08% -608.0 -18.4% $52.34 -0.7%
48 DES WISDOMTREE TR 3,459.0 $141K 0.08% -91.0 -2.6% $40.68 -0.6%
49 GDEC FIRST TR EXCHNG TRADED FD VI 3,487.0 $139K 0.08% -303.0 -8.0% $39.80 +2.2%
50 DAPR FIRST TR EXCHNG TRADED FD VI 3,372.0 $138K 0.08% -435.0 -11.4% $40.88 +1.9%
51 VWO VANGUARD INTL EQUITY INDEX F 2,305.0 $138K 0.08% -34.0 -1.4% $59.69 +1.8%
52 LTPZ PIMCO ETF TR 2,687.0 $136K 0.08% -160.0 -5.6% $50.65 -4.8%
53 SPYI NEOS ETF TRUST 2,372.0 $126K 0.07% -411.0 -14.8% $53.09 +1.2%
54 AOM ISHARES TR 2,469.0 $123K 0.07% -52.0 -2.1% $49.89 -0.2%
55 GWX SPDR INDEX SHS FDS 2,649.0 $116K 0.07% -99.0 -3.6% $43.76 +6.4%
56 AVDE AMERICAN CENTY ETF TR 1,287.0 $115K 0.07% -44.0 -3.3% $89.20 +5.2%
57 BIL SPDR SERIES TRUST 1,232.0 $113K 0.07% -1K -52.9% $91.64 +0.0%
58 CLM CORNERSTONE STRATEGIC INVEST Financial Services 14,568.0 $110K 0.07% -5K -25.0% $7.56 -12.4%
59 VCIT VANGUARD SCOTTSDALE FDS 1,210.0 $100K 0.06% -12.0 -1.0% $82.65 -1.8%
60 IBM INTERNATIONAL BUSINESS MACHS Technology 318.0 $89K 0.05% -6.0 -1.9% $281.21 -16.2%
Page 3 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%