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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 13 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 XLK SELECT SECTOR SPDR TR 408.0 $78K 0.05% +144.0 +54.5% $190.52 -2.5%
242 ASML ASML HLDG NV Technology 39.0 $78K 0.05% +1.0 +2.6% $1989.44 -14.7%
243 BNDX VANGUARD CHARLOTTE FDS 1,602.0 $78K 0.05% +507.0 +46.3% $48.43 -1.7%
244 T AT&T INC Communication Services 3,744.0 $78K 0.05% +2K +81.3% $20.70 +25.6%
245 NEE NEXTERA ENERGY INC Utilities 879.0 $77K 0.04% -9.0 -1.0% $87.77 -6.8%
246 CIBR FIRST TR EXCHANGE-TRADED FD 849.0 $76K 0.04% -409.0 -32.5% $89.85 +9.7%
247 BA BOEING CO Industrials 352.0 $76K 0.04% +46.0 +15.0% $216.47 -3.1%
248 LOW LOWES COS INC Consumer Cyclical 344.0 $76K 0.04% +42.0 +13.9% $220.49 -5.6%
249 SPACE EXPLORATION TECHN CORP 443.0 $76K 0.04% NEW $170.86
250 MRVL MARVELL TECHNOLOGY INC Technology 253.0 $75K 0.04% +28.0 +12.4% $297.89 -27.3%
251 BOTZ GLOBAL X FDS 1,980.0 $75K 0.04% +1K +102.0% $37.94 -5.8%
252 PSX PHILLIPS 66 Energy 439.0 $74K 0.04% +115.0 +35.5% $169.21 +44.2%
253 AOK ISHARES TR 1,777.0 $74K 0.04% $41.48 -0.4%
254 BSV VANGUARD BD INDEX FDS 945.0 $74K 0.04% +71.0 +8.1% $77.91 -0.5%
255 SCHF SCHWAB STRATEGIC TR 2,635.0 $73K 0.04% NEW $27.70 +2.2%
256 BX BLACKSTONE INC Financial Services 618.0 $73K 0.04% +300.0 +94.3% $117.67 +21.0%
257 XME SPDR SERIES TRUST 679.0 $73K 0.04% $106.93 +11.0%
258 RFDA ALPS ETF TR 1,021.0 $72K 0.04% +130.0 +14.6% $70.41 +4.6%
259 QHY WISDOMTREE TR 1,564.0 $72K 0.04% -114.0 -6.8% $45.81 -0.3%
260 SDY SPDR SERIES TRUST 470.0 $72K 0.04% +66.0 +16.3% $152.18 +3.5%
Page 13 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%