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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 11 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 RLI RLI CORP Financial Services 1,762.0 $104K 0.06% $59.07 +8.9%
202 DXYZ DESTINY TECH100 INC 3,961.0 $102K 0.06% +220.0 +5.9% $25.76 +34.9%
203 ENB ENBRIDGE INC Energy 1,881.0 $102K 0.06% +749.0 +66.2% $54.21 -7.4%
204 WELL WELLTOWER INC Real Estate 447.0 $101K 0.06% +193.0 +76.0% $226.97 +4.9%
205 LMT LOCKHEED MARTIN CORP Industrials 199.0 $101K 0.06% +36.0 +22.1% $509.46 +10.7%
206 VZ VERIZON COMMUNICATIONS INC Communication Services 2,372.0 $100K 0.06% +455.0 +23.7% $42.34 +18.3%
207 VCIT VANGUARD SCOTTSDALE FDS 1,210.0 $100K 0.06% -12.0 -1.0% $82.65 -1.8%
208 USXF ISHARES TR 1,431.0 $99K 0.06% +408.0 +39.9% $69.45 -2.0%
209 GFEB FIRST TR EXCHNG TRADED FD VI 2,253.0 $99K 0.06% $44.03 +1.9%
210 MA MASTERCARD INCORPORATED Financial Services 193.0 $99K 0.06% +24.0 +14.2% $512.80 +16.1%
211 MUNI PIMCO ETF TR 1,879.0 $99K 0.06% +28.0 +1.5% $52.60 -1.8%
212 DFEB FIRST TR EXCHNG TRADED FD VI 1,933.0 $98K 0.06% $50.49 +2.0%
213 INNOVATOR ETFS TRUST 3,464.0 $95K 0.06% +2K +78.8% $27.39
214 VOE VANGUARD INDEX FDS 473.0 $93K 0.06% +69.0 +17.1% $197.60 +5.2%
215 INTC INTEL CORP Technology 669.0 $93K 0.06% +289.0 +76.0% $139.63 -35.9%
216 UFEB INNOVATOR ETFS TRUST 2,400.0 $93K 0.06% $38.65 +2.0%
217 CINF CINCINNATI FINL CORP Financial Services 500.0 $93K 0.05% $185.14 -7.1%
218 TFC TRUIST FINL CORP Financial Services 1,848.0 $92K 0.05% +1K +141.6% $49.82 +1.2%
219 TXN TEXAS INSTRS INC Technology 307.0 $92K 0.05% +37.0 +13.7% $298.07 -13.2%
220 QTUM ETF SER SOLUTIONS 551.0 $91K 0.05% $165.38 -10.4%
Page 11 of 47  ·  935 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%