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Portfolio (Quarterly) Guide ↗

EVOLUTION WEALTH MANAGEMENT INC.

· CIK 0002010029
13F Portfolio $137M AUM 854 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 124 New 211 Added 90 Reduced 19 Exited
Page 32 of 43  ·  852 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 MCK MCKESSON CORP Healthcare 6.0 $5K 0.00% +5.0 +500.0% $865.33 -11.4%
622 MELI MERCADOLIBRE INC Consumer Cyclical 3.0 $5K 0.00% $1729.00 -3.0%
623 JEPQ J P MORGAN EXCHANGE TRADED F 93.0 $5K 0.00% $55.52 +8.3%
624 QQEW FIRST TR EXCHANGE-TRADED FD 40.0 $5K 0.00% $127.12 +17.0%
625 KRP KIMBELL RTY PARTNERS LP Energy 350.0 $5K 0.00% $14.47 +5.4%
626 WCBR WISDOMTREE TR 202.0 $5K 0.00% $24.95 +27.7%
627 WCN WASTE CONNECTIONS INC Industrials 31.0 $5K 0.00% NEW $162.45 -3.4%
628 LW LAMB WESTON HLDGS INC Consumer Defensive 119.0 $5K 0.00% $42.26 +1.3%
629 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 40.0 $5K 0.00% NEW $125.45 +4.8%
630 ACADIAN ASSET MANAGEMENT INC 92.0 $5K 0.00% $54.42
631 CDNS CADENCE DESIGN SYSTEM INC Technology 18.0 $5K 0.00% NEW $277.89 +29.0%
632 FVD FIRST TR EXCHANGE-TRADED FD 105.0 $5K 0.00% NEW $47.03 +1.4%
633 SE SEA LTD Consumer Cyclical 59.0 $5K 0.00% NEW $82.81 +5.4%
634 VCR VANGUARD WORLD FD 14.0 $5K 0.00% $348.64 +12.7%
635 BBY BEST BUY INC Consumer Cyclical 76.0 $5K 0.00% $64.20 -4.7%
636 SPOT SPOTIFY TECHNOLOGY S A Communication Services 10.0 $5K 0.00% $484.90 -10.6%
637 ARKW ARK ETF TR 40.0 $5K 0.00% $120.60 +20.5%
638 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 51.0 $5K 0.00% NEW $93.86 +106.0%
639 TSI TCW STRATEGIC INCOME FD INC Financial Services 1,061.0 $5K 0.00% $4.49 +0.9%
640 CM CANADIAN IMPERIAL BANK OF CO Financial Services 50.0 $5K 0.00% $94.76 +21.2%
Page 32 of 43  ·  852 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 33.8%
Financial Services 24.5%
Consumer Cyclical 8.8%
Communication Services 7.2%
Industrials 6.7%
Healthcare 6.6%
Utilities 3.7%
Energy 3.3%
Consumer Defensive 3.0%
Real Estate 1.4%