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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 43 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 PALC PACER FDS TR 29.0 $2K 0.00% $59.76 -2.6%
842 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 91.0 $2K 0.00% -1.0 -1.1% $18.64 +3.3%
843 PCAR PACCAR INC Industrials 14.0 $2K 0.00% NEW $120.14 +4.3%
844 VOD VODAFONE GROUP PLC Communication Services 126.0 $2K 0.00% $13.22 +21.3%
845 NEWSMAX INC 200.0 $2K 0.00% $8.28
846 PHG KONINKLIJKE PHILIPS N V Healthcare 60.0 $2K 0.00% +2.0 +3.5% $27.18 -1.7%
847 ALC ALCON AG Healthcare 24.0 $2K 0.00% NEW $67.08 +7.3%
848 PYLD PIMCO ETF TR 59.0 $2K 0.00% NEW $26.53 -1.4%
849 GJUN FIRST TR EXCHNG TRADED FD VI 37.0 $2K 0.00% $41.19 +1.8%
850 ICSH ISHARES TR 30.0 $2K 0.00% $50.57 -0.1%
851 LEU CENTRUS ENERGY CORP Energy 9.0 $2K 0.00% $167.89 +4.7%
852 FEDEX FGHT HLDG CO INC 10.0 $2K 0.00% NEW $151.00
853 VCSH VANGUARD SCOTTSDALE FDS 19.0 $2K 0.00% NEW $79.05 -0.7%
854 RC READY CAPITAL CORP Real Estate 839.0 $1K 0.00% $1.75 +4.6%
855 MLN VANECK ETF TRUST 82.0 $1K 0.00% $17.78 -2.7%
856 HSIC SCHEIN HENRY INC Healthcare 17.0 $1K 0.00% NEW $83.53 +7.2%
857 VLTO VERALTO CORP Industrials 16.0 $1K 0.00% $88.69 +11.1%
858 ZROZ PIMCO ETF TR 22.0 $1K 0.00% $64.09 -7.5%
859 JPMB J P MORGAN EXCHANGE TRADED F 33.0 $1K 0.00% $40.30 -1.5%
860 SCHE SCHWAB STRATEGIC TR 37.0 $1K 0.00% NEW $35.95 +3.3%
Page 43 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%