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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 26 of 43  ·  852 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 NKE NIKE INC Consumer Cyclical 207.0 $11K 0.01% NEW $52.82 -16.0%
502 TDY TELEDYNE TECHNOLOGIES INC Technology 18.0 $11K 0.01% $605.00 +1.5%
503 INTU INTUIT Technology 25.0 $11K 0.01% +20.0 +400.0% $432.40 -29.0%
504 DOCU DOCUSIGN INC Technology 226.0 $11K 0.01% -80.0 -26.1% $47.41 +3.3%
505 EWBC EAST WEST BANCORP INC Financial Services 100.0 $11K 0.01% $106.76 +15.2%
506 AMAT APPLIED MATLS INC Technology 31.0 $11K 0.01% $343.84 +24.3%
507 OVM LISTED FDS TR 491.0 $11K 0.01% $21.44 +0.8%
508 BJUL INNOVATOR ETFS TRUST 211.0 $10K 0.01% -1K -85.3% $49.69 +8.1%
509 CNR CORE NATURAL RESOURCES INC Energy 100.0 $10K 0.01% $104.73 -19.8%
510 CORP PIMCO ETF TR 105.0 $10K 0.01% $96.80 -0.9%
511 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 236.0 $10K 0.01% NEW $43.06 -0.7%
512 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 64.0 $10K 0.01% NEW $157.28 -3.7%
513 SCHB SCHWAB STRATEGIC TR 401.0 $10K 0.01% $25.10 +13.9%
514 TKR TIMKEN CO Industrials 100.0 $10K 0.01% $100.57 +16.5%
515 QGRW WISDOMTREE TR 188.0 $10K 0.01% $53.43 +22.1%
516 VIS VANGUARD WORLD FD 32.0 $10K 0.01% $312.22 +6.8%
517 PBW INVESCO EXCHANGE TRADED FD T 311.0 $10K 0.01% $31.58 +31.6%
518 TJX TJX COS INC NEW Consumer Cyclical 61.0 $10K 0.01% -8.0 -11.6% $159.70 -0.3%
519 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 49.0 $10K 0.01% NEW $197.51 +19.8%
520 FICO FAIR ISAAC CORP Technology 9.0 $10K 0.01% NEW $1067.56 +15.0%
Page 26 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%