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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 25 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 TJX TJX COS INC NEW Consumer Cyclical 121.0 $18K 0.01% +60.0 +98.4% $151.50 -10.8%
482 NVTS NAVITAS SEMICONDUCTOR CORP Technology 1,000.0 $18K 0.01% NEW $17.92 -35.9%
483 TRIN TRINITY CAP INC Financial Services 1,000.0 $18K 0.01% $17.89 +3.7%
484 RKLB ROCKET LAB CORP Industrials 175.0 $18K 0.01% +44.0 +33.6% $101.44 -36.5%
485 WTV WISDOMTREE TR 173.0 $18K 0.01% $101.72 +6.9%
486 SIL GLOBAL X FDS 227.0 $18K 0.01% $77.46 +28.0%
487 D DOMINION ENERGY INC Utilities 256.0 $17K 0.01% -31.0 -10.8% $68.29 -4.1%
488 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 572.0 $17K 0.01% $30.17 +12.0%
489 DECW AIM ETF PRODUCTS TRUST 477.0 $17K 0.01% NEW $35.65 +2.0%
490 DIA STATE STR SPDR DOW JONES IND Financial Services 32.0 $17K 0.01% $522.38 +2.4%
491 TRP TC ENERGY CORP Energy 251.0 $17K 0.01% -55.0 -18.0% $66.29 -6.7%
492 WTMF WISDOMTREE TR 404.0 $17K 0.01% $40.85 +3.2%
493 CSX CSX CORP Industrials 346.0 $16K 0.01% +37.0 +12.0% $47.53 +7.9%
494 PPI INVESTMENT MANAGERS SER TR I 770.0 $16K 0.01% $21.29 -0.1%
495 IWR ISHARES TR 148.0 $16K 0.01% $110.32 +1.8%
496 BMY BRISTOL-MYERS SQUIBB CO Healthcare 283.0 $16K 0.01% +153.0 +117.7% $57.62 +15.6%
497 SHEL SHELL PLC Energy 209.0 $16K 0.01% -54.0 -20.5% $77.54 +17.2%
498 JEPI J P MORGAN EXCHANGE TRADED F 285.0 $16K 0.01% $56.48 +2.3%
499 BUFR FIRST TR EXCHNG TRADED FD VI 440.0 $16K 0.01% $36.53 +2.5%
500 GLP GLOBAL PARTNERS LP Energy 345.0 $16K 0.01% $46.57 +8.4%
Page 25 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%