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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 39 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 FTCB FIRST TR EXCHANGE-TRADED FD 170.0 $4K 0.00% $20.85 -1.6%
762 BMVP INVESCO EXCHANGE TRADED FD T 69.0 $4K 0.00% $51.28 +6.5%
763 PAYX PAYCHEX INC Industrials 35.0 $3K 0.00% $98.34 +29.2%
764 OKTA OKTA INC Technology 25.0 $3K 0.00% NEW $136.44 +21.8%
765 RGEN REPLIGEN CORP Healthcare 25.0 $3K 0.00% $136.44 +29.2%
766 MDB MONGODB INC Technology 10.0 $3K 0.00% $335.90 +33.0%
767 IGIB ISHARES TR 63.0 $3K 0.00% $53.17 -1.8%
768 IBDS ISHARES TR 137.0 $3K 0.00% NEW $24.22 +0.0%
769 IBDT ISHARES TR 131.0 $3K 0.00% NEW $25.25 -0.3%
770 SPLB SPDR SERIES TRUST 147.0 $3K 0.00% NEW $22.40 -3.9%
771 IBDR ISHARES TR 135.0 $3K 0.00% NEW $24.23 +0.0%
772 AWR AMER STATES WTR CO Utilities 39.0 $3K 0.00% $82.64 +8.8%
773 SLB SLB LIMITED Energy 69.0 $3K 0.00% $46.49 +23.3%
774 SRE SEMPRA Utilities 34.0 $3K 0.00% $92.71 -9.0%
775 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 49.0 $3K 0.00% $64.00 +12.1%
776 TSCO TRACTOR SUPPLY CO Consumer Cyclical 97.0 $3K 0.00% $31.61 +9.8%
777 LQD ISHARES TR 28.0 $3K 0.00% $109.07 -2.5%
778 XLY SELECT SECTOR SPDR TR 26.0 $3K 0.00% +14.0 +116.7% $117.27 -0.1%
779 IYT ISHARES TR 35.0 $3K 0.00% NEW $86.74 -0.4%
780 KLAC KLA CORP Technology 10.0 $3K 0.00% NEW $301.70 -41.8%
Page 39 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%