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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 31 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 JEPQ J P MORGAN EXCHANGE TRADED F 143.0 $9K 0.01% +50.0 +53.8% $61.46 -2.1%
602 VBK VANGUARD INDEX FDS 24.0 $9K 0.01% $365.71 -3.8%
603 CASY CASEYS GEN STORES INC Consumer Cyclical 11.0 $9K 0.01% NEW $794.82 -5.0%
604 IWD ISHARES TR 36.0 $9K 0.01% $242.42 +6.6%
605 VNQI VANGUARD INTL EQUITY INDEX F 194.0 $9K 0.01% $44.85 +0.9%
606 TEL TE CONNECTIVITY PLC Technology 43.0 $9K 0.01% NEW $201.60 +0.5%
607 DG DOLLAR GEN CORP Consumer Defensive 75.0 $9K 0.01% $115.11 +6.8%
608 ROST ROSS STORES INC Consumer Cyclical 40.0 $9K 0.01% NEW $212.85 +7.4%
609 IGEB ISHARES TR 188.0 $8K 0.01% $45.11 -1.9%
610 GNOM GLOBAL X FDS 149.0 $8K 0.01% $56.83 +14.0%
611 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 410.0 $8K 0.01% $20.56 +1.9%
612 USIG ISHARES TR 164.0 $8K 0.01% $51.29 -1.9%
613 STM STMICROELECTRONICS N V Technology 112.0 $8K 0.01% NEW $74.89 -34.1%
614 DOCU DOCUSIGN INC Technology 187.0 $8K 0.01% -39.0 -17.3% $44.42 +44.1%
615 DGRO ISHARES TR 109.0 $8K 0.01% $75.79 +4.7%
616 VGIT VANGUARD SCOTTSDALE FDS 140.0 $8K 0.01% +33.0 +30.8% $58.98 -1.3%
617 OVS LISTED FDS TR 191.0 $8K 0.01% $42.65 -3.7%
618 VTWO VANGUARD SCOTTSDALE FDS 67.0 $8K 0.01% -51.0 -43.2% $121.42 -1.5%
619 CNR CORE NATURAL RESOURCES INC Energy 100.0 $8K 0.01% $80.02 +26.2%
620 PBUS INVESCO EXCH TRADED FD TR II 104.0 $8K 0.01% $74.84 +3.1%
Page 31 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%