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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 28 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 OMF ONEMAIN HLDGS INC Financial Services 212.0 $13K 0.01% $60.95 +2.8%
542 EWBC EAST WEST BANCORP INC Financial Services 100.0 $13K 0.01% $129.09 -1.5%
543 J JACOBS SOLUTIONS INC Industrials 102.0 $13K 0.01% NEW $126.00 +20.0%
544 XAR SPDR SERIES TRUST 44.0 $13K 0.01% $285.36 -10.0%
545 ITOT ISHARES TR 76.0 $12K 0.01% -9.0 -10.6% $164.28 +2.1%
546 QGRW WISDOMTREE TR 188.0 $12K 0.01% $66.03 +1.8%
547 PDBC INVESCO ACTVELY MNGD ETC FD 777.0 $12K 0.01% -158.0 -16.9% $15.88 +17.2%
548 AR ANTERO RESOURCES CORP Energy 350.0 $12K 0.01% $35.14 +10.2%
549 TT TRANE TECHNOLOGIES PLC Industrials 25.0 $12K 0.01% +4.0 +19.1% $491.16 -9.3%
550 RLJ LODGING TR 500.0 $12K 0.01% $24.52
551 PBW INVESCO EXCHANGE TRADED FD T 311.0 $12K 0.01% $39.01 -19.2%
552 CAH CARDINAL HEALTH INC Healthcare 51.0 $12K 0.01% NEW $237.57 -0.3%
553 ALAB ASTERA LABS INC Technology 25.0 $12K 0.01% $483.04 -39.6%
554 BP BP PLC Energy 321.0 $12K 0.01% NEW $36.95 +15.1%
555 FAPR FIRST TR EXCHNG TRADED FD VI 250.0 $12K 0.01% $46.74 +2.0%
556 SPTL SPDR SERIES TRUST 444.0 $12K 0.01% +113.0 +34.1% $26.23 -4.1%
557 VIS VANGUARD WORLD FD 32.0 $12K 0.01% $360.38 -6.9%
558 BJUL INNOVATOR ETFS TRUST 211.0 $11K 0.01% $54.31 +2.0%
559 IWO ISHARES TR 29.0 $11K 0.01% $393.97 -4.7%
560 COIN COINBASE GLOBAL INC Financial Services 78.0 $11K 0.01% $146.19 +24.2%
Page 28 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%