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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 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IJR ISHARES TR 249.0 $31K 0.02% -100.0 -28.6% $124.31 +9.6%
62 JNK SPDR SERIES TRUST 318.0 $30K 0.02% -24.0 -7.0% $95.72 +0.5%
63 PFFD GLOBAL X FDS 1,634.0 $30K 0.02% -342.0 -17.3% $18.40 +2.2%
64 APLD APPLIED DIGITAL CORP Technology 1,262.0 $30K 0.02% -438.0 -25.8% $23.74 +102.3%
65 PRFD PIMCO ETF TR 481.0 $24K 0.02% -627.0 -56.6% $50.67 +0.4%
66 PAPR INNOVATOR ETFS TRUST 600.0 $24K 0.02% -2K -73.2% $39.80 +5.3%
67 APOS APOLLO GLOBAL MGMT INC Financial Services 166.0 $18K 0.01% -149.0 -47.3% $111.18 -76.5%
68 DMAR FIRST TR EXCHNG TRADED FD VI 293.0 $12K 0.01% -2K -86.7% $42.40 +4.8%
69 DOCU DOCUSIGN INC Technology 226.0 $11K 0.01% -80.0 -26.1% $47.41 +3.3%
70 BJUL INNOVATOR ETFS TRUST 211.0 $10K 0.01% -1K -85.3% $49.69 +8.1%
71 TJX TJX COS INC NEW Consumer Cyclical 61.0 $10K 0.01% -8.0 -11.6% $159.70 -0.3%
72 QCOM QUALCOMM INC Technology 50.0 $6K 0.01% -22.0 -30.6% $128.78 +57.3%
73 SPIB SPDR SERIES TRUST 169.0 $6K 0.00% -29.0 -14.7% $33.54 -0.6%
74 PGR PROGRESSIVE CORP Financial Services 23.0 $5K 0.00% -989.0 -97.7% $198.26 +2.2%
75 VCLT VANGUARD SCOTTSDALE FDS 54.0 $4K 0.00% -45.0 -45.5% $74.72 -0.7%
76 SLB SLB LIMITED Energy 69.0 $4K 0.00% -100.0 -59.2% $51.39 +11.5%
77 BK BANK NEW YORK MELLON CORP Financial Services 27.0 $3K 0.00% -112.0 -80.6% $118.63 +17.2%
78 EMHC SPDR SERIES TRUST 115.0 $3K 0.00% -20.0 -14.8% $24.80 +0.6%
79 BTAL AGF INVTS TR 200.0 $3K 0.00% -354.0 -63.9% $13.96 -12.3%
80 SRLN SSGA ACTIVE ETF TR 67.0 $3K 0.00% -12.0 -15.2% $40.13 +0.9%
Page 4 of 5  ·  90 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%