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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 27 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 CLSK CLEANSPARK INC Technology 1,000.0 $15K 0.01% $14.55 -21.7%
522 TKR TIMKEN CO Industrials 100.0 $15K 0.01% $145.32 -17.5%
523 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 58.0 $14K 0.01% +9.0 +18.4% $249.98 -12.3%
524 PNOV INNOVATOR ETFS TRUST 323.0 $14K 0.01% $44.35 +2.3%
525 PKG PACKAGING CORP AMER Consumer Cyclical 60.0 $14K 0.01% NEW $238.28 +0.2%
526 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 314.0 $14K 0.01% $45.52 +33.6%
527 PNC PNC FINL SVCS GROUP INC Financial Services 58.0 $14K 0.01% +54.0 +1350.0% $246.22 -2.4%
528 ARKG ARK ETF TR 338.0 $14K 0.01% $42.06 +10.7%
529 JSI JANUS DETROIT STR TR 277.0 $14K 0.01% $51.21 -0.8%
530 VICR VICOR CORP Technology 37.0 $14K 0.01% $379.78 -51.4%
531 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 51.0 $14K 0.01% $271.94 -16.2%
532 SNPS SYNOPSYS INC Technology 31.0 $14K 0.01% NEW $446.06 -0.2%
533 PYPL PAYPAL HLDGS INC Financial Services 320.0 $14K 0.01% $43.18 +23.5%
534 DVN DEVON ENERGY CORP NEW Energy 334.0 $14K 0.01% +3.0 +0.9% $41.32 +16.1%
535 VRT VERTIV HOLDINGS CO Industrials 40.0 $13K 0.01% NEW $334.82 -23.5%
536 GCC WISDOMTREE TR 587.0 $13K 0.01% $22.65 +16.5%
537 MLPX GLOBAL X FDS 180.0 $13K 0.01% $73.66 +2.6%
538 AVRE AMERICAN CENTY ETF TR 278.0 $13K 0.01% $47.38 -0.3%
539 DMAR FIRST TR EXCHNG TRADED FD VI 293.0 $13K 0.01% $44.73 +1.7%
540 EQR EQUITY RESIDENTIAL Real Estate 192.0 $13K 0.01% NEW $67.93 -6.3%
Page 27 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%