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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 20 of 43  ·  852 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 SETM SPROTT FDS TR 780.0 $26K 0.02% NEW $33.08 +5.5%
382 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 87.0 $25K 0.02% NEW $290.49 -0.1%
383 MPC MARATHON PETE CORP Energy 103.0 $25K 0.02% $244.18 +1.7%
384 SOXX ISHARES TR 76.0 $25K 0.02% +3.0 +4.1% $329.58 +59.3%
385 FLOT ISHARES TR 491.0 $25K 0.02% NEW $50.95 +0.1%
386 FN FABRINET Technology 540.0 $25K 0.02% +500.0 +1250.0% $45.56 +1443.6%
387 ICOP ISHARES TR 516.0 $25K 0.02% NEW $47.58 +9.9%
388 EXC EXELON CORP Utilities 500.0 $25K 0.02% $49.02 -7.5%
389 SHEL SHELL PLC Energy 263.0 $24K 0.02% NEW $93.00 -6.8%
390 ANET ARISTA NETWORKS INC Technology 199.0 $24K 0.02% +174.0 +696.0% $122.78 +21.0%
391 PRFD PIMCO ETF TR 481.0 $24K 0.02% -627.0 -56.6% $50.67 +0.4%
392 VNQ VANGUARD INDEX FDS 271.0 $24K 0.02% NEW $88.70 +9.0%
393 PAPR INNOVATOR ETFS TRUST 600.0 $24K 0.02% -2K -73.2% $39.80 +5.3%
394 ETHA ISHARES ETHEREUM TR Financial Services 1,508.0 $24K 0.02% $15.83 +2.0%
395 DFUS DIMENSIONAL ETF TRUST 336.0 $24K 0.02% $70.91 +13.9%
396 MS MORGAN STANLEY Financial Services 143.0 $24K 0.02% +140.0 +4666.7% $164.57 +21.8%
397 MLM MARTIN MARIETTA MATLS INC Basic Materials 40.0 $24K 0.02% +9.0 +29.0% $588.17 -8.5%
398 VRTX VERTEX PHARMACEUTICALS INC Healthcare 52.0 $23K 0.02% +39.0 +300.0% $446.54 -3.6%
399 ATAIBECKLEY INC 6,467.0 $23K 0.02% NEW $3.54
400 PULS PGIM ETF TR 461.0 $23K 0.02% $49.50 +0.3%
Page 20 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%