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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 33 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 TWLO TWILIO INC Communication Services 34.0 $7K 0.00% $206.32 +15.2%
642 SGOL ETFS GOLD TR Financial Services 183.0 $7K 0.00% $38.23 +11.0%
643 PINS PINTEREST INC Communication Services 332.0 $7K 0.00% +327.0 +6540.0% $21.03 +10.3%
644 RTO RENTOKIL INITIAL PLC Industrials 241.0 $7K 0.00% NEW $28.61 -17.8%
645 BAR GRANITESHARES GOLD TR Financial Services 174.0 $7K 0.00% NEW $39.53 +10.9%
646 CWT CALIFORNIA WTR SVC GROUP Utilities 141.0 $7K 0.00% $48.65 +3.8%
647 GILD GILEAD SCIENCES INC Healthcare 54.0 $7K 0.00% -1.0 -1.8% $126.33 +15.3%
648 CDNS CADENCE DESIGN SYSTEM INC Technology 18.0 $7K 0.00% $375.33 -9.3%
649 HSY HERSHEY CO Consumer Defensive 38.0 $7K 0.00% $175.45 +2.1%
650 SE SEA LTD Consumer Cyclical 69.0 $7K 0.00% +10.0 +16.9% $95.83 +24.6%
651 SPGP INVESCO EXCHANGE TRADED FD T 54.0 $7K 0.00% $122.30 +3.7%
652 ACADIAN ASSET MANAGEMENT INC 92.0 $7K 0.00% $71.52
653 FDX FEDEX CORP Industrials 21.0 $7K 0.00% $313.14 +5.7%
654 COP CONOCOPHILLIPS Energy 63.0 $7K 0.00% +62.0 +6200.0% $103.95 +25.4%
655 FLQM FRANKLIN TEMPLETON ETF TR 113.0 $7K 0.00% $57.88 +5.9%
656 NKE NIKE INC Consumer Cyclical 158.0 $6K 0.00% -49.0 -23.7% $41.05 -3.5%
657 DNP DNP SELECT INCOME FD INC Financial Services 601.0 $6K 0.00% $10.79 +1.3%
658 GVAL CAMBRIA ETF TR 180.0 $6K 0.00% $36.02 +6.9%
659 QQEW FIRST TR EXCHANGE-TRADED FD 40.0 $6K 0.00% $159.80 +3.6%
660 IDU ISHARES TR 55.0 $6K 0.00% $114.62 -5.2%
Page 33 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%