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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 34 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 SPAB SPDR SERIES TRUST 247.0 $6K 0.00% NEW $25.52 -1.6%
662 TMDX TRANSMEDICS GROUP INC Healthcare 94.0 $6K 0.00% +40.0 +74.1% $66.41 +33.1%
663 AMT AMERICAN TOWER CORP Real Estate 38.0 $6K 0.00% NEW $163.58 +7.7%
664 HYMB SPDR SERIES TRUST 240.0 $6K 0.00% $25.44 -2.5%
665 SCHI SCHWAB STRATEGIC TR 267.0 $6K 0.00% NEW $22.64 -1.9%
666 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 74.0 $6K 0.00% +51.0 +221.7% $81.16 -9.8%
667 MMM 3M CO Industrials 37.0 $6K 0.00% $161.92 +7.7%
668 TOTALENERGIES SE 76.0 $6K 0.00% $77.76
669 FDD FIRST TR EXCHANGE-TRADED FD 314.0 $6K 0.00% $18.55 +10.3%
670 ARKW ARK ETF TR 40.0 $6K 0.00% $144.85 +7.1%
671 BBY BEST BUY INC Consumer Cyclical 76.0 $6K 0.00% $75.88 +8.6%
672 WISDOMTREE TR 152.0 $6K 0.00% NEW $37.81
673 INNOVATOR ETFS TRUST 200.0 $6K 0.00% $28.62
674 AYA GOLD & SILVER INC 300.0 $6K 0.00% NEW $18.94
675 SDCI USCF ETF TR 214.0 $6K 0.00% $26.44 +13.7%
676 BMNR BITMINE IMMERSION TECHS INC Financial Services 425.0 $6K 0.00% NEW $13.31 +78.8%
677 OXY OCCIDENTAL PETE CORP Energy 116.0 $6K 0.00% $48.57 +21.7%
678 MPLX MPLX LP Energy 100.0 $6K 0.00% $56.33 +5.2%
679 NICE NICE LTD Technology 62.0 $6K 0.00% $90.85 +19.8%
680 XONE BONDBLOXX ETF TRUST 114.0 $6K 0.00% $49.37 -0.0%
Page 34 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%