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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 26 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 HBT HBT FINL INC. Financial Services 500.0 $16K 0.01% $31.99 +11.2%
502 JAAA JANUS DETROIT STR TR 316.0 $16K 0.01% +78.0 +32.8% $50.49 +0.1%
503 SCHV SCHWAB STRATEGIC TR 456.0 $16K 0.01% $34.81 -0.9%
504 MGK VANGUARD WORLD FD 180.0 $16K 0.01% +144.0 +400.0% $87.91 +2.0%
505 SAR SARATOGA INVT CORP Financial Services 701.0 $16K 0.01% $22.31 -16.9%
506 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 127.0 $16K 0.01% +63.0 +98.4% $123.11 +29.5%
507 APP APPLOVIN CORP Technology 30.0 $15K 0.01% $515.23 -40.0%
508 BKNG BOOKING HOLDINGS INC Consumer Cyclical 86.0 $15K 0.01% +84.0 +4200.0% $178.24 +13.1%
509 ECL ECOLAB INC Basic Materials 55.0 $15K 0.01% $278.62 +2.6%
510 IXUS ISHARES TR 160.0 $15K 0.01% $95.44 +2.3%
511 EPD ENTERPRISE PRODS PARTNERS L 414.0 $15K 0.01% +100.0 +31.9% $36.76
512 EZM WISDOMTREE TR 200.0 $15K 0.01% $75.78 -0.0%
513 VSS VANGUARD INTL EQUITY INDEX F 98.0 $15K 0.01% $154.29 +3.9%
514 WTAI WISDOMTREE TR 317.0 $15K 0.01% $47.47 -14.6%
515 VDE VANGUARD WORLD FD 100.0 $15K 0.01% NEW $150.13 +19.1%
516 CB CHUBB LIMITED Financial Services 44.0 $15K 0.01% +26.0 +144.4% $340.75 -0.3%
517 RFEM FIRST TR EXCH TRADED FD III 159.0 $15K 0.01% $93.92 +5.1%
518 APLD APPLIED DIGITAL CORP Technology 400.0 $15K 0.01% -862.0 -68.3% $37.30 -33.0%
519 DFAC DIMENSIONAL ETF TRUST 334.0 $15K 0.01% $44.36 +2.3%
520 MCHP MICROCHIP TECHNOLOGY INC. Technology 161.0 $15K 0.01% +89.0 +123.6% $91.20 -19.8%
Page 26 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%