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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 20 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 100.0 $32K 0.02% $317.53 -12.0%
382 TFLO ISHARES TR 626.0 $32K 0.02% $50.63 +0.0%
383 DHR DANAHER CORP DEL Healthcare 166.0 $32K 0.02% +12.0 +7.8% $190.48 +13.4%
384 EBAY EBAY INC. Consumer Cyclical 281.0 $31K 0.02% +92.0 +48.7% $111.75 -5.5%
385 LOUP INNOVATOR ETFS TRUST 315.0 $31K 0.02% $98.56 -9.6%
386 AEM AGNICO EAGLE MINES LTD Basic Materials 200.0 $31K 0.02% NEW $155.13 +33.0%
387 O REALTY INCOME CORP Real Estate 500.0 $31K 0.02% $61.96 +0.0%
388 BLACKROCK ETF TRUST 533.0 $31K 0.02% +154.0 +40.6% $57.66
389 QCLN FIRST TR EXCHANGE-TRADED FD 500.0 $31K 0.02% NEW $61.32 -20.3%
390 JNK SPDR SERIES TRUST 318.0 $31K 0.02% $96.37 -0.4%
391 PFFD GLOBAL X FDS 1,634.0 $31K 0.02% $18.69 -1.5%
392 PFE PFIZER INC Healthcare 1,264.0 $30K 0.02% +270.0 +27.2% $24.08 +16.1%
393 XLU SELECT SECTOR SPDR TR 670.0 $30K 0.02% -660.0 -49.6% $45.34 -5.8%
394 BR BROADRIDGE FINL SOLUTIONS IN Technology 220.0 $30K 0.02% $136.95 +34.1%
395 XOVR ENTREPRENEURSHARES SERIES TR 1,418.0 $30K 0.02% NEW $21.05 -1.6%
396 MINT PIMCO ETF TR 296.0 $30K 0.02% $100.81 -0.0%
397 KJUL INNOVATOR ETFS TRUST 878.0 $30K 0.02% $33.97 -0.2%
398 VPU VANGUARD WORLD FD 150.0 $29K 0.02% NEW $195.73 -5.6%
399 IFEB INNOVATOR ETFS TRUST 935.0 $29K 0.02% $31.28 +2.7%
400 BUFG FIRST TR EXCHNG TRADED FD VI 989.0 $29K 0.02% $29.32 +2.3%
Page 20 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%