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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 37 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 VXF VANGUARD INDEX FDS 18.0 $4K 0.00% $246.22 -1.6%
722 LHX L3HARRIS TECHNOLOGIES INC Industrials 15.0 $4K 0.00% +6.0 +66.7% $290.60 -9.6%
723 BK BANK OF NY MELLON CORP Financial Services 30.0 $4K 0.00% +3.0 +11.1% $144.60 -1.9%
724 PWR QUANTA SVCS INC Industrials 6.0 $4K 0.00% $720.00 -16.3%
725 SPHY SPDR SERIES TRUST 184.0 $4K 0.00% $23.44 -0.5%
726 CRF CORNERSTONE TOTAL RETURN FD Financial Services 600.0 $4K 0.00% $7.18 -10.3%
727 TRV TRAVELERS COMPANIES INC Financial Services 13.0 $4K 0.00% $330.15 +12.0%
728 CPRX CATALYST PHARMACEUTICALS INC Healthcare 136.0 $4K 0.00% $31.43 +0.2%
729 AOA ISHARES TR 43.0 $4K 0.00% $97.60 +1.6%
730 GRNY TIDAL TRUST I 150.0 $4K 0.00% NEW $27.65 +0.6%
731 SILJ AMPLIFY ETF TR 160.0 $4K 0.00% NEW $25.92 +22.3%
732 XRPI VOLATILITY SHS TR 720.0 $4K 0.00% $5.74 +30.7%
733 ORI OLD REP INTL CORP Financial Services 100.0 $4K 0.00% $40.92 +2.8%
734 ZM ZOOM COMMUNICATIONS INC Technology 46.0 $4K 0.00% $86.30 +14.0%
735 ROK ROCKWELL AUTOMATION INC Industrials 8.0 $4K 0.00% NEW $495.12 -13.0%
736 VGLT VANGUARD SCOTTSDALE FDS 71.0 $4K 0.00% $55.18 -3.6%
737 ALB ALBEMARLE CORP Basic Materials 29.0 $4K 0.00% $135.03 +1.7%
738 PH PARKER-HANNIFIN CORP Industrials 4.0 $4K 0.00% NEW $978.00 +1.7%
739 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 44.0 $4K 0.00% +12.0 +37.5% $88.59 -28.3%
740 CARR CARRIER GLOBAL CORPORATION Industrials 53.0 $4K 0.00% NEW $73.36 -19.9%
Page 37 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%