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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 17 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ADI ANALOG DEVICES INC Technology 121.0 $48K 0.03% +26.0 +27.4% $397.17 -8.9%
322 GE GE AEROSPACE Industrials 128.0 $48K 0.03% -24.0 -15.8% $373.73 -8.3%
323 CGUS CAPITAL GROUP CORE EQUITY ET 1,070.0 $48K 0.03% NEW $44.48 +1.9%
324 RFDI FIRST TR EXCH TRADED FD III 546.0 $48K 0.03% +75.0 +15.9% $87.08 +5.9%
325 SHLD GLOBAL X FDS 793.0 $47K 0.03% $59.71 +10.9%
326 DELL DELL TECHNOLOGIES INC Technology 109.0 $47K 0.03% +9.0 +9.0% $431.46 +5.7%
327 ELD WISDOMTREE TR 1,636.0 $47K 0.03% -140.0 -7.9% $28.70 +0.4%
328 CEG CONSTELLATION ENERGY CORP Utilities 189.0 $47K 0.03% -18.0 -8.7% $248.37 +11.4%
329 MDLZ MONDELEZ INTL INC Consumer Defensive 799.0 $46K 0.03% +97.0 +13.8% $57.84 +7.8%
330 FNOV FIRST TR EXCHNG TRADED FD VI 785.0 $46K 0.03% $58.49 +2.5%
331 IREN IREN LIMITED Financial Services 1,000.0 $46K 0.03% NEW $45.73 -22.5%
332 XLF SELECT SECTOR SPDR TR 836.0 $45K 0.03% $53.61 +8.4%
333 VOOG VANGUARD ADMIRAL FDS INC 540.0 $45K 0.03% +450.0 +500.0% $82.62 +1.9%
334 PFEB INNOVATOR ETFS TRUST 1,036.0 $45K 0.03% -8.0 -0.8% $43.06 +2.0%
335 IWM ISHARES TR 145.0 $44K 0.03% $300.45 -1.6%
336 XHB SPDR SERIES TRUST 370.0 $43K 0.03% $115.56 -9.5%
337 SSO PROSHARES TR 630.0 $42K 0.03% $67.38 +5.0%
338 GMAY FIRST TR EXCHNG TRADED FD VI 986.0 $42K 0.03% +434.0 +78.6% $43.04 +2.1%
339 ANET ARISTA NETWORKS INC Technology 249.0 $42K 0.03% +50.0 +25.1% $169.88 +15.0%
340 MOO VANECK ETF TRUST 527.0 $42K 0.03% $79.20 +7.3%
Page 17 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%