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Portfolio (Quarterly) Guide ↗

EVOLUTION WEALTH MANAGEMENT INC.

· CIK 0002010029
13F Portfolio $137M AUM 854 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 124 New 211 Added 90 Reduced 19 Exited
Page 16 of 43  ·  852 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 VO VANGUARD INDEX FDS 144.0 $41K 0.03% $287.18 -73.0%
302 XLF SELECT SECTOR SPDR TR 836.0 $41K 0.03% -200.0 -19.3% $49.37 +4.8%
303 AVUV AMERICAN CENTY ETF TR 371.0 $41K 0.03% $110.47 +7.9%
304 ESGU ISHARES TR 287.0 $41K 0.03% +5.0 +1.8% $141.42 +14.5%
305 MDLZ MONDELEZ INTL INC Consumer Defensive 702.0 $40K 0.03% +677.0 +2708.0% $57.64 +6.7%
306 VLO VALERO ENERGY CORP Energy 163.0 $40K 0.03% $247.08 +2.7%
307 F FORD MTR CO Consumer Cyclical 3,430.0 $40K 0.03% $11.54 +18.5%
308 KR KROGER CO Consumer Defensive 546.0 $40K 0.03% +32.0 +6.2% $72.36 -7.3%
309 MRK MERCK & CO INC Healthcare 328.0 $39K 0.03% +25.0 +8.2% $120.29 -3.7%
310 DE DEERE & CO Industrials 70.0 $39K 0.03% +69.0 +6900.0% $563.30 -5.7%
311 WMT WALMART INC Consumer Defensive 316.0 $39K 0.03% +97.0 +44.3% $124.28 +5.3%
312 ORC ORCHID IS CAP INC Real Estate 5,584.0 $39K 0.03% $7.03 -2.8%
313 CRWV COREWEAVE INC Technology 500.0 $39K 0.03% -2K -83.3% $77.47 +38.9%
314 RFDI FIRST TR EXCH TRADED FD III 471.0 $39K 0.03% +7.0 +1.5% $82.11 +6.3%
315 UAPR INNOVATOR ETFS TRUST 1,148.0 $38K 0.03% -12.0 -1.0% $33.37 +4.6%
316 VXUS VANGUARD STAR FDS 495.0 $38K 0.03% +25.0 +5.3% $77.11 +9.7%
317 SYK STRYKER CORPORATION Healthcare 116.0 $38K 0.03% +16.0 +16.0% $328.59 -2.2%
318 IAU ISHARES GOLD TR Financial Services 432.0 $38K 0.03% +124.0 +40.3% $88.16 -3.1%
319 IUSG ISHARES TR 243.0 $38K 0.03% $155.11 +20.3%
320 EMB ISHARES TR 398.0 $37K 0.03% -9.0 -2.2% $93.93 +1.1%
Page 16 of 43  ·  852 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 33.8%
Financial Services 24.5%
Consumer Cyclical 8.8%
Communication Services 7.2%
Industrials 6.7%
Healthcare 6.6%
Utilities 3.7%
Energy 3.3%
Consumer Defensive 3.0%
Real Estate 1.4%