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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 18 of 43  ·  852 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 BOTZ GLOBAL X FDS 980.0 $33K 0.02% $33.22 +19.4%
342 NTSX WISDOMTREE TR 623.0 $32K 0.02% $52.15 +12.2%
343 MET METLIFE INC Financial Services 454.0 $32K 0.02% -8.0 -1.7% $70.72 +19.2%
344 NTR NUTRIEN LTD Basic Materials 425.0 $32K 0.02% NEW $75.46 -6.9%
345 AXP AMERICAN EXPRESS CO Financial Services 106.0 $32K 0.02% +39.0 +58.2% $302.48 +2.4%
346 SYY SYSCO CORP Consumer Defensive 447.0 $32K 0.02% +322.0 +257.6% $71.33 +5.8%
347 PHYL PGIM ETF TR 920.0 $32K 0.02% -9.0 -1.0% $34.63 +1.2%
348 LIN LINDE PLC Basic Materials 64.0 $32K 0.02% +16.0 +33.3% $495.77 +3.8%
349 TFLO ISHARES TR 626.0 $32K 0.02% $50.63 -0.1%
350 DMXF ISHARES TR 419.0 $32K 0.02% $75.45 +9.8%
351 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 93.0 $31K 0.02% +67.0 +257.7% $337.95 +18.8%
352 IJR ISHARES TR 249.0 $31K 0.02% -100.0 -28.6% $124.31 +9.6%
353 FIW FIRST TR EXCHANGE-TRADED FD 298.0 $31K 0.02% $103.13 -1.8%
354 O REALTY INCOME CORP Real Estate 500.0 $31K 0.02% $61.18 +1.7%
355 DIS DISNEY WALT CO Communication Services 317.0 $31K 0.02% +143.0 +82.2% $96.47 +7.4%
356 FITB FIFTH THIRD BANCORP Financial Services 657.0 $31K 0.02% +5.0 +0.8% $46.46 +5.8%
357 JNK SPDR SERIES TRUST 318.0 $30K 0.02% -24.0 -7.0% $95.72 +0.5%
358 ADI ANALOG DEVICES INC Technology 95.0 $30K 0.02% NEW $318.14 +20.8%
359 PFFD GLOBAL X FDS 1,634.0 $30K 0.02% -342.0 -17.3% $18.40 +2.2%
360 APLD APPLIED DIGITAL CORP Technology 1,262.0 $30K 0.02% -438.0 -25.8% $23.74 +102.3%
Page 18 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%