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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 23 of 43  ·  852 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CI THE CIGNA GROUP Healthcare 64.0 $17K 0.01% +59.0 +1180.0% $266.75 +5.7%
442 INTC INTEL CORP Technology 380.0 $17K 0.01% $44.13 +168.5%
443 DVN DEVON ENERGY CORP NEW Energy 331.0 $17K 0.01% $50.32 -6.4%
444 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 314.0 $17K 0.01% NEW $52.76 +14.2%
445 MSI MOTOROLA SOLUTIONS INC Technology 38.0 $16K 0.01% $433.97 -7.8%
446 DELL DELL TECHNOLOGIES INC Technology 100.0 $16K 0.01% $164.13 +54.1%
447 WTV WISDOMTREE TR 173.0 $16K 0.01% $94.73 +6.0%
448 PDBC INVESCO ACTVELY MNGD ETC FD 935.0 $16K 0.01% $17.32 +5.7%
449 JEPI J P MORGAN EXCHANGE TRADED F 285.0 $16K 0.01% $56.68 -1.1%
450 ORCL ORACLE CORP Technology 109.0 $16K 0.01% +45.0 +70.3% $147.11 +29.0%
451 WTMF WISDOMTREE TR 404.0 $16K 0.01% $39.69 +3.6%
452 PPI INVESTMENT MANAGERS SER TR I 770.0 $16K 0.01% $20.80 +4.6%
453 CRWD CROWDSTRIKE HLDGS INC Technology 40.0 $16K 0.01% +6.0 +17.6% $390.40 +66.0%
454 SAR SARATOGA INVT CORP Financial Services 701.0 $15K 0.01% $21.87 +1.5%
455 IX ORIX CORP Financial Services 500.0 $15K 0.01% $29.99 +30.9%
456 RSG REPUBLIC SVCS INC Industrials 68.0 $15K 0.01% $219.01 -3.1%
457 BUFR FIRST TR EXCHNG TRADED FD VI 440.0 $15K 0.01% $33.77 +7.2%
458 AR ANTERO RESOURCES CORP Energy 350.0 $15K 0.01% $42.44 -12.7%
459 DIA STATE STR SPDR DOW JONES IND Financial Services 32.0 $15K 0.01% $463.19 +8.6%
460 TRIN TRINITY CAP INC Financial Services 1,000.0 $15K 0.01% $14.71 +14.7%
Page 23 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%