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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 21 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 QQQJ INVESCO EXCH TRADED FD TR II 632.0 $29K 0.02% NEW $45.44 +0.5%
402 MSI MOTOROLA SOLUTIONS INC Technology 68.0 $28K 0.02% +30.0 +79.0% $415.29 +17.0%
403 FMHI FIRST TR EXCH TRADED FD III 582.0 $28K 0.02% $48.49 -2.4%
404 XEL XCEL ENERGY INC Utilities 349.0 $28K 0.02% $80.30 -4.8%
405 DAL DELTA AIR LINES INC Industrials 297.0 $28K 0.02% $93.66 -14.5%
406 AEP AMERICAN ELEC PWR CO INC Utilities 203.0 $28K 0.02% +2.0 +1.0% $136.81 -10.6%
407 HONEYWELL INTL INC 124.0 $28K 0.02% NEW $223.01
408 DFUS DIMENSIONAL ETF TRUST 336.0 $28K 0.02% $81.94 +2.4%
409 GDX VANECK ETF TRUST 362.0 $27K 0.02% $75.45 +32.1%
410 SNDK SANDISK CORP Technology 12.0 $27K 0.02% $2273.75 -34.7%
411 HONEYWELL AEROSPACE INC 122.0 $27K 0.02% NEW $221.08
412 CHW CALAMOS GBL DYN INCOME FUND Financial Services 2,994.0 $27K 0.02% NEW $8.91 -4.2%
413 SCHA SCHWAB STRATEGIC TR 738.0 $27K 0.02% +96.0 +14.9% $36.13 -5.2%
414 SCHB SCHWAB STRATEGIC TR 919.0 $27K 0.02% +518.0 +129.2% $28.96 +2.6%
415 VICI VICI PPTYS INC Real Estate 1,000.0 $27K 0.02% $26.55 -2.6%
416 ONEQ FIDELITY COMWLTH TR 254.0 $26K 0.01% $103.22 +0.8%
417 TIP ISHARES TR 239.0 $26K 0.01% $109.43 -2.3%
418 CDE COEUR MNG INC Basic Materials 1,602.0 $26K 0.01% NEW $16.32 +29.5%
419 VNQ VANGUARD INDEX FDS 271.0 $26K 0.01% $96.43 +0.8%
420 BLV VANGUARD BD INDEX FDS 373.0 $26K 0.01% +123.0 +49.2% $68.93 -3.7%
Page 21 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%