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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 32 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 NEM NEWMONT CORP Basic Materials 83.0 $8K 0.01% +50.0 +151.5% $93.40 +37.0%
622 HL HECLA MINING COMPANY Basic Materials 500.0 $8K 0.01% $15.43 +32.1%
623 DFCF DIMENSIONAL ETF TRUST 182.0 $8K 0.01% NEW $42.21 -1.6%
624 RF REGIONS FINANCIAL CORP NEW Financial Services 252.0 $8K 0.00% $30.20 +0.4%
625 AYI ACUITY INC Industrials 20.0 $8K 0.00% $376.65 -11.0%
626 MRSH MARSH & MCLENNAN COS INC Financial Services 45.0 $8K 0.00% +13.0 +40.6% $166.67 +15.6%
627 SCHP SCHWAB STRATEGIC TR 283.0 $8K 0.00% $26.50 -2.2%
628 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 100.0 $7K 0.00% NEW $74.81 -2.2%
629 MAR MARRIOTT INTL INC NEW Consumer Cyclical 20.0 $7K 0.00% $370.60 -5.3%
630 EBND SPDR SERIES TRUST 352.0 $7K 0.00% $20.92 +1.0%
631 WCBR WISDOMTREE TR 202.0 $7K 0.00% $36.22 +15.7%
632 INTU INTUIT Technology 28.0 $7K 0.00% +3.0 +12.0% $261.00 +37.2%
633 SPIB SPDR SERIES TRUST 218.0 $7K 0.00% +49.0 +29.0% $33.46 -1.1%
634 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 22.0 $7K 0.00% $330.45 -2.6%
635 DGRS WISDOMTREE TR 122.0 $7K 0.00% $59.35 +0.6%
636 ISRG INTUITIVE SURGICAL INC Healthcare 18.0 $7K 0.00% NEW $397.67 -6.3%
637 CVNA CARVANA CO Consumer Cyclical 107.0 $7K 0.00% NEW $65.82 +12.5%
638 AFL AFLAC INC Financial Services 60.0 $7K 0.00% $117.25 -0.6%
639 ITW ILLINOIS TOOL WKS INC Industrials 26.0 $7K 0.00% $270.46 +3.6%
640 HIG HARTFORD INSURANCE GROUP INC Financial Services 53.0 $7K 0.00% +3.0 +6.0% $132.53 +4.5%
Page 32 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%