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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 12 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TDIV FIRST TR EXCHANGE TRADED FD 792.0 $91K 0.05% +19.0 +2.5% $114.88 +0.8%
222 GOVT ISHARES TR 3,994.0 $91K 0.05% +53.0 +1.3% $22.78 -1.4%
223 CVX CHEVRON CORPORATION Energy 548.0 $91K 0.05% +98.0 +21.8% $165.76 +21.8%
224 FIRST TR EXCHNG TRADED FD VI 2,675.0 $90K 0.05% $33.71
225 IBM INTERNATIONAL BUSINESS MACHS Technology 318.0 $89K 0.05% -6.0 -1.9% $281.21 -16.2%
226 SUSC ISHARES TR 3,839.0 $89K 0.05% +1K +45.6% $23.15 -1.9%
227 CMI CUMMINS INC Industrials 124.0 $88K 0.05% $713.21 -20.8%
228 UMAY INNOVATOR ETFS TRUST 2,314.0 $88K 0.05% +2K +285.7% $38.00 +1.9%
229 SCHG SCHWAB STRATEGIC TR 2,579.0 $87K 0.05% +101.0 +4.1% $33.84 +5.7%
230 EW EDWARDS LIFESCIENCES CORP Healthcare 960.0 $87K 0.05% $90.46 -0.3%
231 ICVT ISHARES TR 696.0 $85K 0.05% $121.74 -6.2%
232 FDEC FIRST TR EXCHNG TRADED FD VI 1,542.0 $84K 0.05% -80.0 -4.9% $54.47 +2.5%
233 JAJL INNOVATOR ETFS TRUST 2,783.0 $83K 0.05% -68.0 -2.4% $29.91 +1.1%
234 ESGD ISHARES TR 799.0 $82K 0.05% $102.81 +3.7%
235 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 172.0 $82K 0.05% +79.0 +85.0% $477.57 -12.6%
236 MRSK NORTHERN LIGHTS FD TR 2,127.0 $82K 0.05% NEW $38.61 +2.7%
237 ELEVATION SERIES TRUST 2,972.0 $82K 0.05% +555.0 +23.0% $27.59
238 AIQ GLOBAL X FDS 1,210.0 $79K 0.05% $65.61 -2.1%
239 ESGE ISHARES INC 1,445.0 $79K 0.05% +179.0 +14.1% $54.69 -1.2%
240 CAT CATERPILLAR INC Industrials 73.0 $78K 0.05% +3.0 +4.3% $1064.90 -24.9%
Page 12 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%