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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 3 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLG INVESCO EXCHANGE TRADED FD T 13,464.0 $824K 0.48% -3K -17.6% $61.23 +2.3%
42 MU MICRON TECHNOLOGY INC Technology 669.0 $772K 0.45% +189.0 +39.4% $1154.11 -19.2%
43 GOOGL ALPHABET INC Communication Services 2,147.0 $767K 0.45% +131.0 +6.5% $357.35 -3.0%
44 OVT LISTED FDS TR 34,904.0 $762K 0.45% +8K +28.9% $21.82 -1.1%
45 DOCT FIRST TR EXCHNG TRADED FD VI 15,888.0 $742K 0.44% -84.0 -0.5% $46.68 +2.2%
46 DDWM WISDOMTREE TR 15,071.0 $696K 0.41% +222.0 +1.5% $46.18 +2.9%
47 DTD WISDOMTREE TR 7,446.0 $694K 0.41% +270.0 +3.8% $93.24 +4.0%
48 LRCX LAM RESEARCH CORP Technology 1,564.0 $678K 0.40% +25.0 +1.6% $433.33 -30.3%
49 XLSR SSGA ACTIVE TR 9,544.0 $619K 0.36% -580.0 -5.7% $64.86 +2.1%
50 SPDW SPDR INDEX SHS FDS 11,985.0 $604K 0.35% +1K +11.6% $50.39 +2.9%
51 PAYM ELEVATION SERIES TRUST 23,734.0 $596K 0.35% +6K +34.3% $25.12 +2.4%
52 VTI VANGUARD INDEX FDS 1,579.0 $584K 0.34% -78.0 -4.7% $370.04 +2.5%
53 AIRR FIRST TR EXCHANGE TRADED FD 4,191.0 $558K 0.33% +729.0 +21.1% $133.25 -17.8%
54 IWB ISHARES TR 1,350.0 $553K 0.33% $409.50 +2.8%
55 IYW ISHARES TR 2,190.0 $552K 0.33% -14.0 -0.6% $252.23 -0.4%
56 BAC BANK AMERICA CORP Financial Services 9,544.0 $544K 0.32% +2K +30.0% $56.98 +9.4%
57 IWY ISHARES TR 1,852.0 $538K 0.32% $290.62 -1.2%
58 VIG VANGUARD SPECIALIZED FUNDS 2,213.0 $524K 0.31% +674.0 +43.8% $236.61 +2.7%
59 DJAN FIRST TR EXCHNG TRADED FD VI 11,473.0 $522K 0.31% $45.52 +2.1%
60 SPEM SPDR INDEX SHS FDS 10,068.0 $521K 0.31% +611.0 +6.5% $51.78 +1.9%
Page 3 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%