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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 30 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 RFCI ALPS ETF TR 444.0 $10K 0.01% +169.0 +61.5% $22.28 -1.2%
582 AJG GALLAGHER ARTHUR J & CO Financial Services 43.0 $10K 0.01% $229.58 +15.1%
583 SPGI S&P GLOBAL INC Financial Services 24.0 $10K 0.01% +4.0 +20.0% $407.25 +7.5%
584 FIRST TR EXCH TRADED FD III 131.0 $10K 0.01% NEW $73.80
585 SCHW SCHWAB CHARLES CORP Financial Services 104.0 $10K 0.01% -26.0 -20.0% $92.27 +18.9%
586 LNT ALLIANT ENERGY CORP Utilities 125.0 $10K 0.01% NEW $76.29 -11.3%
587 EMLP FIRST TR EXCHANGE-TRADED FD 219.0 $10K 0.01% +69.0 +46.0% $43.50 +0.9%
588 DASH DOORDASH INC Communication Services 51.0 $9K 0.01% +15.0 +41.7% $184.53 +27.5%
589 WMB WILLIAMS COS INC Energy 125.0 $9K 0.01% $74.34 -0.3%
590 RWR SPDR SERIES TRUST 82.0 $9K 0.01% -6.0 -6.8% $112.98 -1.0%
591 GLPI GAMING & LEISURE P Real Estate 207.0 $9K 0.01% NEW $44.53 -5.2%
592 AWK AMERICAN WTR WKS CO INC NEW Utilities 70.0 $9K 0.01% +57.0 +438.5% $131.59 +4.6%
593 LUV SOUTHWEST AIRLS CO Industrials 179.0 $9K 0.01% $51.42 -24.8%
594 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 236.0 $9K 0.01% $38.96 +5.1%
595 TRIPLE FLAG PRECIOUS METAL 300.0 $9K 0.01% NEW $29.97
596 VCLT VANGUARD SCOTTSDALE FDS 119.0 $9K 0.01% +65.0 +120.4% $75.25 -4.3%
597 JPIB J P MORGAN EXCHANGE TRADED F 184.0 $9K 0.01% NEW $48.35 -1.2%
598 EMR EMERSON ELEC CO Industrials 62.0 $9K 0.01% +12.0 +24.0% $143.15 +7.2%
599 RWX SPDR INDEX SHS FDS 328.0 $9K 0.01% -18.0 -5.2% $27.01 +1.7%
600 NORTHERN LIGHTS FD TR 347.0 $9K 0.01% NEW $25.37
Page 30 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%