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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 41 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 ITA ISHARES TR 10.0 $2K 0.00% $242.40 -4.0%
802 FDN FIRST TR EXCHANGE-TRADED FD 9.0 $2K 0.00% $264.67 +11.2%
803 XLV SELECT SECTOR SPDR TR 15.0 $2K 0.00% NEW $158.67 +7.9%
804 IXJ ISHARES TR 24.0 $2K 0.00% NEW $98.38 +6.5%
805 VMC VULCAN MATLS CO Basic Materials 8.0 $2K 0.00% $295.00 -6.9%
806 DVY ISHARES TR 15.0 $2K 0.00% -1K -98.8% $156.33 +4.8%
807 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 30.0 $2K 0.00% $76.40 +6.7%
808 HEDJ WISDOMTREE TR 40.0 $2K 0.00% $57.00 +1.3%
809 BTT BLACKROCK MUN TARGET TERM TR Financial Services 100.0 $2K 0.00% $22.75 -0.8%
810 BSCQ INVESCO EXCH TRD SLF IDX FD 116.0 $2K 0.00% $19.53 -0.0%
811 RS RELIANCE INC Basic Materials 6.0 $2K 0.00% $373.67 +3.7%
812 CHPX GLOBAL X FDS 21.0 $2K 0.00% NEW $106.33 -13.5%
813 VSNT VERSANT MEDIA GROUP INC Industrials 62.0 $2K 0.00% $36.02 +13.9%
814 BTAL AGF INVTS TR 200.0 $2K 0.00% $11.15 +9.9%
815 BRNY EA SERIES TRUST 38.0 $2K 0.00% NEW $58.18 +1.6%
816 RING ISHARES INC 34.0 $2K 0.00% $64.59 +35.4%
817 PHM PULTE GROUP INC Consumer Cyclical 16.0 $2K 0.00% NEW $137.19 -6.3%
818 MTCH MATCH GROUP INC NEW Communication Services 57.0 $2K 0.00% $38.05 +9.3%
819 WBD WARNER BROS DISCOVERY INC Communication Services 81.0 $2K 0.00% $26.65 +7.9%
820 EUAD SPINNAKER ETF SERIES 51.0 $2K 0.00% $42.18 +7.4%
Page 41 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%