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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 4 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FDEC FIRST TR EXCHNG TRADED FD VI 1,542.0 $84K 0.05% -80.0 -4.9% $54.47 +2.5%
62 JAJL INNOVATOR ETFS TRUST 2,783.0 $83K 0.05% -68.0 -2.4% $29.91 +1.1%
63 NEE NEXTERA ENERGY INC Utilities 879.0 $77K 0.04% -9.0 -1.0% $87.77 -6.8%
64 CIBR FIRST TR EXCHANGE-TRADED FD 849.0 $76K 0.04% -409.0 -32.5% $89.85 +9.7%
65 QHY WISDOMTREE TR 1,564.0 $72K 0.04% -114.0 -6.8% $45.81 -0.3%
66 CERY SPDR SERIES TRUST 1,921.0 $64K 0.04% -67.0 -3.4% $33.43 +14.3%
67 ELEVATION SERIES TRUST 2,585.0 $62K 0.04% -403.0 -13.5% $23.80
68 GD GENERAL DYNAMICS CORP Industrials 171.0 $61K 0.04% -12.0 -6.6% $354.24 +7.1%
69 GEV GE VERNOVA INC Utilities 49.0 $58K 0.03% -8.0 -14.0% $1174.86 -22.4%
70 USHY ISHARES TR 1,366.0 $51K 0.03% -76.0 -5.3% $37.02 -0.4%
71 NOW SERVICENOW INC Technology 508.0 $50K 0.03% -52.0 -9.3% $99.28 +45.8%
72 GE GE AEROSPACE Industrials 128.0 $48K 0.03% -24.0 -15.8% $373.73 -8.3%
73 ELD WISDOMTREE TR 1,636.0 $47K 0.03% -140.0 -7.9% $28.70 +0.4%
74 CEG CONSTELLATION ENERGY CORP Utilities 189.0 $47K 0.03% -18.0 -8.7% $248.37 +11.4%
75 PFEB INNOVATOR ETFS TRUST 1,036.0 $45K 0.03% -8.0 -0.8% $43.06 +2.0%
76 F FORD MTR CO Consumer Cyclical 2,829.0 $39K 0.02% -601.0 -17.5% $13.90 -0.2%
77 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 42.0 $39K 0.02% -13.0 -23.6% $927.19 +2.0%
78 VLO VALERO ENERGY CORP Energy 147.0 $38K 0.02% -16.0 -9.8% $260.44 +35.3%
79 EMB ISHARES TR 395.0 $38K 0.02% -3.0 -0.8% $96.44 -1.6%
80 SBAR SIMPLIFY EXCHANGE TRADED FUN 1,460.0 $37K 0.02% -10K -87.0% $25.60 +0.4%
Page 4 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%