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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 29 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 SJNK SPDR SERIES TRUST 452.0 $11K 0.01% +157.0 +53.2% $25.03 -0.6%
562 CMCSA COMCAST CORP NEW Communication Services 447.0 $11K 0.01% -1K -72.1% $24.55 +9.1%
563 AMGN AMGEN INC Healthcare 30.0 $11K 0.01% -4.0 -11.8% $362.13 +18.9%
564 FICO FAIR ISAAC CORP Technology 9.0 $11K 0.01% $1194.78 -4.2%
565 ED CONSOLIDATED EDISON INC Utilities 97.0 $11K 0.01% $110.63 -3.3%
566 MCK MCKESSON CORP Healthcare 14.0 $11K 0.01% +8.0 +133.3% $755.57 +17.9%
567 BKR BAKER HUGHES COMPANY Energy 190.0 $11K 0.01% $55.58 +13.5%
568 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 500.0 $11K 0.01% +100.0 +25.0% $21.11 -22.7%
569 MARA MARA HOLDINGS INC Financial Services 750.0 $10K 0.01% $13.89 -24.8%
570 OMC OMNICOM GROUP INC Communication Services 143.0 $10K 0.01% -137.0 -48.9% $72.83 +20.5%
571 DFAX DIMENSIONAL ETF TRUST 282.0 $10K 0.01% $36.84 +3.8%
572 VST VISTRA CORP Utilities 65.0 $10K 0.01% +50.0 +333.3% $158.63 -14.0%
573 LITE LUMENTUM HLDGS INC Technology 12.0 $10K 0.01% -300.0 -96.2% $858.08 +4.7%
574 SEABRIDGE GOLD INC 400.0 $10K 0.01% NEW $25.74
575 HWM HOWMET AEROSPACE INC Industrials 38.0 $10K 0.01% $268.87 -8.7%
576 CORP PIMCO ETF TR 105.0 $10K 0.01% $96.90 -2.0%
577 PRFD PIMCO ETF TR 198.0 $10K 0.01% -283.0 -58.8% $51.35 -1.4%
578 DFIS DIMENSIONAL ETF TRUST 290.0 $10K 0.01% NEW $35.03 +7.2%
579 FTEC FIDELITY COVINGTON TRUST 35.0 $10K 0.01% NEW $285.57 +0.3%
580 VBR VANGUARD INDEX FDS 41.0 $10K 0.01% $243.00 +1.1%
Page 29 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%