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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 28 of 43  ·  852 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2.0 $8K 0.01% NEW $4210.50 -96.2%
542 RKLB ROCKET LAB CORP Industrials 131.0 $8K 0.01% $64.22 +109.1%
543 USIG ISHARES TR 164.0 $8K 0.01% +91.0 +124.7% $51.23 -0.6%
544 XMTR XOMETRY INC Industrials 200.0 $8K 0.01% $40.84 +124.8%
545 SGOL ETFS GOLD TR Financial Services 183.0 $8K 0.01% $44.62 -3.1%
546 IGV ISHARES TR 100.0 $8K 0.01% $80.05 +15.5%
547 HSY HERSHEY CO Consumer Defensive 38.0 $8K 0.01% $207.89 -8.4%
548 BMY BRISTOL-MYERS SQUIBB CO Healthcare 130.0 $8K 0.01% $60.65 -1.8%
549 APH AMPHENOL CORP Technology 61.0 $8K 0.01% NEW $126.34 -1.2%
550 IWD ISHARES TR 36.0 $8K 0.01% $213.67 +9.8%
551 GILD GILEAD SCIENCES INC Healthcare 55.0 $8K 0.01% +32.0 +139.1% $139.36 -6.4%
552 DGRO ISHARES TR 109.0 $8K 0.01% $70.18 +5.7%
553 SANDISK CORP 12.0 $8K 0.01% NEW $635.33
554 OXY OCCIDENTAL PETE CORP Energy 116.0 $8K 0.01% $65.00 -9.5%
555 SCHP SCHWAB STRATEGIC TR 283.0 $8K 0.01% +249.0 +732.4% $26.61 +0.0%
556 FDX FEDEX CORP Industrials 21.0 $7K 0.01% $356.19 +9.2%
557 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 400.0 $7K 0.01% +100.0 +33.3% $18.70 -11.9%
558 ET ENERGY TRANSFER L P Energy 384.0 $7K 0.01% $19.30 +3.7%
559 SJNK SPDR SERIES TRUST 295.0 $7K 0.01% NEW $24.98 +0.2%
560 EBND SPDR SERIES TRUST 352.0 $7K 0.01% +193.0 +121.4% $20.64 +0.7%
Page 28 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%