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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 4 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DJUL FIRST TR EXCHNG TRADED FD VI 10,377.0 $520K 0.31% -225.0 -2.1% $50.15 +2.2%
62 INNOVATOR ETFS TRUST 20,368.0 $518K 0.30% +941.0 +4.8% $25.45
63 RDVY FIRST TR EXCHANGE TRADED FD 6,107.0 $495K 0.29% $81.06 +1.2%
64 OVM LISTED FDS TR 21,607.0 $471K 0.28% +21K +4300.6% $21.78 -2.5%
65 GLD SPDR GOLD TR Financial Services 1,246.0 $459K 0.27% +46.0 +3.8% $368.38 +11.0%
66 EMXC ISHARES INC 4,388.0 $449K 0.26% -246.0 -5.3% $102.30 -4.1%
67 DHS WISDOMTREE TR 3,902.0 $444K 0.26% +67.0 +1.8% $113.70 +4.0%
68 VEA VANGUARD TAX-MANAGED FDS 6,120.0 $436K 0.26% +139.0 +2.3% $71.25 +2.5%
69 INNOVATOR ETFS TRUST 16,735.0 $435K 0.26% $25.98
70 JPM JPMORGAN CHASE & CO Financial Services 1,320.0 $432K 0.25% +501.0 +61.2% $327.33 +9.3%
71 LLY ELI LILLY & CO Healthcare 359.0 $431K 0.25% +36.0 +11.2% $1199.43 -2.2%
72 DJUN FIRST TR EXCHNG TRADED FD VI 8,213.0 $405K 0.24% $49.28 +1.8%
73 IGSB ISHARES TR 7,578.0 $397K 0.23% +320.0 +4.4% $52.41 -0.6%
74 RSP INVESCO EXCHANGE TRADED FD T 1,799.0 $383K 0.23% +1K +209.1% $212.75 +3.7%
75 IUSB ISHARES TR 8,269.0 $382K 0.22% -1K -11.6% $46.15 -1.4%
76 AVUS AMERICAN CENTY ETF TR 2,907.0 $372K 0.22% -56.0 -1.9% $128.08 +1.9%
77 VGT VANGUARD WORLD FD 3,008.0 $360K 0.21% +3K +2033.3% $119.52 +0.5%
78 INNOVATOR ETFS TRUST 13,056.0 $359K 0.21% -379.0 -2.8% $27.54
79 SCHZ SCHWAB STRATEGIC TR 15,487.0 $358K 0.21% -323.0 -2.0% $23.13 -1.5%
80 XMHQ INVESCO EXCHANGE TRADED FD T 3,143.0 $355K 0.21% $112.88 +4.6%
Page 4 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%