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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 19 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 KR KROGER CO Consumer Defensive 647.0 $36K 0.02% +101.0 +18.5% $55.53 +3.9%
362 VMBS VANGUARD SCOTTSDALE FDS 767.0 $36K 0.02% +27.0 +3.6% $46.81 -1.3%
363 BSX BOSTON SCIENTIFIC CORP Healthcare 839.0 $36K 0.02% -44.0 -5.0% $42.68 +9.7%
364 VNLA JANUS DETROIT STR TR 727.0 $36K 0.02% $48.87 +0.2%
365 AMP AMERIPRISE FINL INC Financial Services 77.0 $35K 0.02% $458.77 +21.9%
366 AXP AMERICAN EXPRESS CO Financial Services 103.0 $35K 0.02% -3.0 -2.8% $338.25 -1.5%
367 FNX FIRST TR EXCHANGE-TRADED ALP 237.0 $35K 0.02% NEW $146.35 -1.4%
368 IUSV ISHARES TR 312.0 $34K 0.02% +31.0 +11.0% $110.15 +4.3%
369 ATAIBECKLEY INC 6,467.0 $34K 0.02% $5.27
370 CTAS CINTAS CORP Industrials 200.0 $34K 0.02% $170.08 +20.0%
371 ALL ALLSTATE CORP Financial Services 142.0 $34K 0.02% $237.94 +9.5%
372 ODFL OLD DOMINION FREIGHT LINE IN Industrials 153.0 $33K 0.02% +3.0 +2.0% $216.60 -8.3%
373 FSMB FIRST TR EXCH TRADED FD III 1,640.0 $33K 0.02% $19.99 -0.6%
374 FIW FIRST TR EXCHANGE-TRADED FD 298.0 $33K 0.02% $109.52 +0.9%
375 IDEV ISHARES TR 365.0 $32K 0.02% NEW $89.01 +4.4%
376 RFG INVESCO EXCHANGE TRADED FD T 500.0 $32K 0.02% $64.53 -5.9%
377 MAYW AIM ETF PRODUCTS TRUST 924.0 $32K 0.02% NEW $34.77 +1.8%
378 PHYL PGIM ETF TR 920.0 $32K 0.02% $34.88 -0.3%
379 AMAT APPLIED MATLS INC Technology 44.0 $32K 0.02% +13.0 +41.9% $726.59 -36.5%
380 PPA INVESCO EXCHANGE TRADED FD T 180.0 $32K 0.02% $176.65 -3.8%
Page 19 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%