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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 18 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 BCX BLACKROCK RES & COMMODITIES Financial Services 3,644.0 $41K 0.02% NEW $11.31 +15.0%
342 MS MORGAN STANLEY Financial Services 194.0 $41K 0.02% +51.0 +35.7% $209.04 +2.7%
343 PRU PRUDENTIAL FINL INC Financial Services 365.0 $39K 0.02% +222.0 +155.2% $107.93 +11.0%
344 F FORD MTR CO Consumer Cyclical 2,829.0 $39K 0.02% -601.0 -17.5% $13.90 -0.2%
345 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 42.0 $39K 0.02% -13.0 -23.6% $927.19 +2.0%
346 ORC ORCHID IS CAP INC Real Estate 5,584.0 $39K 0.02% $6.97 -4.0%
347 VRTX VERTEX PHARMACEUTICALS INC Healthcare 78.0 $39K 0.02% +26.0 +50.0% $496.73 +9.1%
348 VLO VALERO ENERGY CORP Energy 147.0 $38K 0.02% -16.0 -9.8% $260.44 +35.3%
349 EMB ISHARES TR 395.0 $38K 0.02% -3.0 -0.8% $96.44 -1.6%
350 VT VANGUARD INTL EQUITY INDEX F 242.0 $38K 0.02% $156.95 +2.6%
351 SYK STRYKER CORPORATION Healthcare 120.0 $38K 0.02% +4.0 +3.5% $314.84 +5.0%
352 FYX FIRST TR EXCHANGE-TRADED ALP 260.0 $38K 0.02% NEW $144.30 -1.3%
353 SBAR SIMPLIFY EXCHANGE TRADED FUN 1,460.0 $37K 0.02% -10K -87.0% $25.60 +0.4%
354 LIN LINDE PLC Basic Materials 72.0 $37K 0.02% +8.0 +12.5% $518.94 -5.7%
355 SYY SYSCO CORP Consumer Defensive 447.0 $37K 0.02% $83.58 -2.0%
356 FITB FIFTH THIRD BANCORP Financial Services 662.0 $37K 0.02% +5.0 +0.8% $56.36 -3.2%
357 QCOM QUALCOMM INC Technology 200.0 $37K 0.02% +150.0 +300.0% $184.79 -11.1%
358 IJR ISHARES TR 249.0 $37K 0.02% $148.31 -1.8%
359 NTSX WISDOMTREE TR 623.0 $37K 0.02% $59.05 +2.0%
360 FAUG FIRST TR EXCHNG TRADED FD VI 637.0 $36K 0.02% $56.51 +2.2%
Page 18 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%