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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 23 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 EXC EXELON CORP Utilities 500.0 $23K 0.01% $46.62 -5.8%
442 UBER UBER TECHNOLOGIES INC Technology 322.0 $23K 0.01% +317.0 +6340.0% $72.16 +9.2%
443 HOOD ROBINHOOD MKTS INC Financial Services 231.0 $23K 0.01% -1K -81.2% $100.28 +4.0%
444 AVDV AMERICAN CENTY ETF TR 224.0 $23K 0.01% $103.05 +9.1%
445 MLM MARTIN MARIETTA MATLS INC Basic Materials 40.0 $23K 0.01% $576.85 -7.9%
446 XSOE WISDOMTREE TR 469.0 $23K 0.01% $49.18 -3.1%
447 ET ENERGY TRANSFER L P Energy 1,204.0 $23K 0.01% +820.0 +213.5% $19.12 +11.5%
448 MDT MEDTRONIC PLC Healthcare 293.0 $23K 0.01% -544.0 -65.0% $78.23 +16.6%
449 PULS PGIM ETF TR 461.0 $23K 0.01% $49.55 +0.3%
450 FCTE ETF OPPORTUNITIES TRUST 776.0 $23K 0.01% $29.21 -0.6%
451 IBIT ISHARES BITCOIN TRUST ETF Financial Services 666.0 $22K 0.01% -1K -67.8% $33.29 +31.9%
452 SHW SHERWIN WILLIAMS CO Basic Materials 64.0 $22K 0.01% +4.0 +6.7% $344.31 +0.2%
453 RFFC ALPS ETF TR 289.0 $22K 0.01% $75.45 +2.0%
454 RTX RTX CORPORATION Industrials 114.0 $22K 0.01% +13.0 +12.9% $189.73 +11.6%
455 WM WASTE MGMT INC DEL Industrials 97.0 $22K 0.01% +49.0 +102.1% $222.88 -1.4%
456 UNM UNUM GROUP Financial Services 241.0 $22K 0.01% $89.40 +4.1%
457 RSG REPUBLIC SVCS INC Industrials 101.0 $22K 0.01% +33.0 +48.5% $213.08 +4.2%
458 USAU U S GOLD CORP Basic Materials 1,400.0 $21K 0.01% $15.33 +4.0%
459 ORCL ORACLE CORP Technology 146.0 $21K 0.01% +37.0 +33.9% $146.55 +2.8%
460 FN FABRINET Technology 38.0 $21K 0.01% -502.0 -93.0% $562.08 -26.3%
Page 23 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%