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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 15 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 WMT WALMART INC Consumer Defensive 536.0 $61K 0.04% +220.0 +69.6% $113.26 -9.0%
282 BOND PIMCO ETF TR 657.0 $61K 0.04% +41.0 +6.7% $92.21 -1.8%
283 GD GENERAL DYNAMICS CORP Industrials 171.0 $61K 0.04% -12.0 -6.6% $354.24 +7.1%
284 NTR NUTRIEN LTD Basic Materials 960.0 $60K 0.04% +535.0 +125.9% $62.95 +16.8%
285 TMUS T-MOBILE US INC Communication Services 353.0 $59K 0.04% +12.0 +3.5% $167.73 +8.1%
286 FLRG FIDELITY COVINGTON TRUST 1,436.0 $59K 0.04% $41.02 +3.6%
287 GAPR FIRST TR EXCHNG TRADED FD VI 1,384.0 $58K 0.03% $41.67 +1.9%
288 TMO THERMO FISHER SCIENTIFIC INC Healthcare 115.0 $58K 0.03% +16.0 +16.2% $501.36 +24.1%
289 AVEM AMERICAN CENTY ETF TR 597.0 $58K 0.03% $96.49 -1.8%
290 GEV GE VERNOVA INC Utilities 49.0 $58K 0.03% -8.0 -14.0% $1174.86 -22.4%
291 FOCT FIRST TR EXCHNG TRADED FD VI 1,095.0 $57K 0.03% $52.29 +2.8%
292 FV FIRST TR EXCHANGE TRADED FD 750.0 $57K 0.03% $75.88 -3.5%
293 PANW PALO ALTO NETWORKS INC Technology 164.0 $56K 0.03% +33.0 +25.2% $341.02 +9.0%
294 IGV ISHARES TR 605.0 $55K 0.03% +505.0 +505.0% $90.60 +20.9%
295 DIS DISNEY WALT CO Communication Services 563.0 $54K 0.03% +246.0 +77.6% $96.30 +12.3%
296 USEP INNOVATOR ETFS TRUST 1,311.0 $54K 0.03% $41.33 +1.6%
297 UJUL INNOVATOR ETFS TRUST 1,324.0 $54K 0.03% $40.77 +1.5%
298 UNOV INNOVATOR ETFS TRUST 1,336.0 $54K 0.03% $40.16 +2.4%
299 INNOVATOR ETFS TRUST 2,423.0 $53K 0.03% $21.97
300 VHT VANGUARD WORLD FD 177.0 $53K 0.03% $299.01 +7.3%
Page 15 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%