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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 24 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 TGT TARGET CORP Consumer Defensive 161.0 $21K 0.01% +108.0 +203.8% $130.61 +24.9%
462 JUNW AIM ETF PRODUCTS TRUST 604.0 $21K 0.01% NEW $34.39 +1.6%
463 CI THE CIGNA GROUP Healthcare 75.0 $21K 0.01% +11.0 +17.2% $275.68 +1.2%
464 UPS UNITED PARCEL SVCS INC Industrials 189.0 $20K 0.01% +2.0 +1.1% $107.75 -2.3%
465 COPX GLOBAL X FDS 264.0 $20K 0.01% $76.97 +22.7%
466 ENTERGY CORP NEW 174.0 $20K 0.01% +142.0 +443.8% $114.86
467 DX DYNEX CAP INC Real Estate 1,510.0 $20K 0.01% $13.11 -1.5%
468 APOS APOLLO GLOBAL MGMT INC 166.0 $20K 0.01% $118.57
469 SO SOUTHERN CO Utilities 205.0 $20K 0.01% +110.0 +115.8% $95.71 -7.8%
470 KRP KIMBELL RTY PARTNERS LP Energy 1,350.0 $20K 0.01% +1K +285.7% $14.53 +2.6%
471 CARNIVAL CORP LTD 683.0 $20K 0.01% NEW $28.57
472 PZA INVESCO EXCH TRADED FD TR II 824.0 $19K 0.01% +718.0 +677.4% $23.52 -3.7%
473 XMTR XOMETRY INC Industrials 200.0 $19K 0.01% $96.52 -2.5%
474 LTC LTC PPTYS INC Real Estate 500.0 $19K 0.01% $38.45 +5.6%
475 IX ORIX CORP Financial Services 500.0 $19K 0.01% $38.04 +2.5%
476 CGGO CAPITAL GROUP GBL GROWTH EQT 443.0 $19K 0.01% NEW $42.33 -4.5%
477 STERLING CAP FDS 750.0 $19K 0.01% $24.98
478 FEBW AIM ETF PRODUCTS TRUST 526.0 $19K 0.01% NEW $35.54 +1.9%
479 SPYG SPDR SERIES TRUST 156.0 $19K 0.01% -777.0 -83.3% $118.99 +1.9%
480 WFC WELLS FARGO & CO Financial Services 224.0 $19K 0.01% +82.0 +57.8% $82.64 +4.9%
Page 24 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%