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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 2 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 5,990.0 $1.7M 1.02% +208.0 +3.6% $289.36 +10.5%
22 SCHX SCHWAB STRATEGIC TR 58,394.0 $1.7M 1.01% +556.0 +1.0% $29.43 +3.1%
23 AVLV AMERICAN CENTY ETF TR 18,002.0 $1.6M 0.96% +6K +48.2% $91.21 +3.1%
24 HYS PIMCO ETF TR 16,701.0 $1.6M 0.92% +2K +12.8% $93.52 -0.6%
25 PSTP INNOVATOR ETFS TRUST 41,530.0 $1.5M 0.90% -2K -4.3% $36.78 +1.9%
26 IFRA ISHARES TR 22,194.0 $1.4M 0.82% +7K +42.5% $63.04 -6.1%
27 VUG VANGUARD INDEX FDS 15,870.0 $1.4M 0.80% +14K +603.8% $86.14 +2.8%
28 MSFT MICROSOFT CORP Technology 3,484.0 $1.3M 0.76% +117.0 +3.5% $373.06 +37.7%
29 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,683.0 $1.3M 0.74% +658.0 +64.2% $746.77 +3.0%
30 AMZN AMAZON COM INC Consumer Cyclical 5,128.0 $1.2M 0.72% +1K +31.9% $238.34 +11.8%
31 QUAL ISHARES TR 5,504.0 $1.2M 0.71% -736.0 -11.8% $219.43 +1.9%
32 QQQ INVESCO QQQ TR Financial Services 1,515.0 $1.1M 0.66% -368.0 -19.5% $736.47 -2.7%
33 BOXX EA SERIES TRUST 8,401.0 $984K 0.58% NEW $117.09 +0.8%
34 SGOV ISHARES TR 9,634.0 $970K 0.57% -6K -36.4% $100.67 +0.0%
35 IVW ISHARES TR 6,892.0 $948K 0.56% -730.0 -9.6% $137.53 +1.8%
36 QFLR INNOVATOR ETFS TRUST 25,795.0 $941K 0.55% -5K -17.6% $36.48 -3.6%
37 DYNF BLACKROCK ETF TRUST 13,419.0 $913K 0.54% -6K -29.4% $68.01 +2.3%
38 SCHD SCHWAB STRATEGIC TR 28,088.0 $891K 0.52% -3K -9.1% $31.71 +10.1%
39 AVGO BROADCOM INC Technology 2,304.0 $870K 0.51% +837.0 +57.1% $377.82 -2.4%
40 DMAY FIRST TR EXCHNG TRADED FD VI 18,308.0 $863K 0.51% $47.12 +1.8%
Page 2 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%