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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 14 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NUE NUCOR CORP Basic Materials 321.0 $72K 0.04% +190.0 +145.0% $222.79 +12.4%
262 CPAG RBB FD INC 696.0 $71K 0.04% NEW $102.64 -1.0%
263 SPG SIMON PPTY GROUP INC NEW Real Estate 317.0 $71K 0.04% $223.65 -4.1%
264 UNH UNITEDHEALTH GROUP INC Healthcare 168.0 $70K 0.04% +39.0 +30.2% $415.63 -5.5%
265 TLT ISHARES TR 772.0 $67K 0.04% $86.42 -4.1%
266 ESGU ISHARES TR 405.0 $66K 0.04% +118.0 +41.1% $163.67 +3.1%
267 BAUG INNOVATOR ETFS TRUST 1,235.0 $66K 0.04% $53.61 +3.2%
268 SDVY FIRST TR EXCHANGE TRADED FD 1,528.0 $66K 0.04% $43.14 +1.2%
269 INNOVATOR ETFS TRUST 2,390.0 $66K 0.04% $27.56
270 GLDM WORLD GOLD TR Financial Services 827.0 $66K 0.04% $79.42 +11.1%
271 VO VANGUARD INDEX FDS 804.0 $65K 0.04% +660.0 +458.3% $80.57 +2.4%
272 RAA ETF OPPORTUNITIES TRUST 2,190.0 $65K 0.04% $29.49 +3.3%
273 CERY SPDR SERIES TRUST 1,921.0 $64K 0.04% -67.0 -3.4% $33.43 +14.3%
274 XBI SPDR SERIES TRUST 401.0 $63K 0.04% $158.25 +2.6%
275 PEP PEPSICO INC Consumer Defensive 465.0 $63K 0.04% +33.0 +7.6% $135.40 +4.2%
276 DTCR GLOBAL X FDS 2,073.0 $63K 0.04% +300.0 +16.9% $30.37 -7.8%
277 XMLV INVESCO EXCH TRADED FD TR II 940.0 $62K 0.04% $66.33 +2.0%
278 AVSC AMERICAN CENTY ETF TR 839.0 $62K 0.04% $73.34 -0.3%
279 ELEVATION SERIES TRUST 2,585.0 $62K 0.04% -403.0 -13.5% $23.80
280 HACK AMPLIFY ETF TR 580.0 $61K 0.04% $104.93 +10.1%
Page 14 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%