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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 5 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DNOV FIRST TR EXCHNG TRADED FD VI 6,878.0 $353K 0.21% $51.35 +2.0%
82 INNOVATOR ETFS TRUST 13,342.0 $346K 0.20% +4K +40.5% $25.97
83 BERKSHIRE HATHAWAY INC DEL 687.0 $344K 0.20% -129.0 -15.8% $500.39
84 VTV VANGUARD INDEX FDS 1,547.0 $337K 0.20% +128.0 +9.0% $217.93 +3.4%
85 TUA SIMPLIFY EXCHANGE TRADED FUN 16,426.0 $336K 0.20% -2K -9.3% $20.43 -1.6%
86 HMOP HARTFORD FDS EXCHANGE TRADED 8,529.0 $334K 0.20% +778.0 +10.0% $39.15 -1.7%
87 BILZ PIMCO ETF TR 3,167.0 $320K 0.19% +394.0 +14.2% $100.93 +0.0%
88 IVE ISHARES TR 1,379.0 $313K 0.18% -391.0 -22.1% $227.06 +4.5%
89 JHMM JOHN HANCOCK EXCHANGE TRADED 4,115.0 $308K 0.18% $74.96 +0.2%
90 DAUG FIRST TR EXCHNG TRADED FD VI 6,544.0 $307K 0.18% $46.85 +1.7%
91 AEE AMEREN CORP Utilities 2,693.0 $304K 0.18% $113.04 -6.1%
92 IQDG WISDOMTREE TR 7,048.0 $304K 0.18% +149.0 +2.2% $43.08 +3.5%
93 UAUG INNOVATOR ETFS TRUST 7,192.0 $303K 0.18% $42.08 +2.2%
94 HD HOME DEPOT INC Consumer Cyclical 858.0 $303K 0.18% +332.0 +63.1% $352.68 -6.4%
95 JNJ JOHNSON & JOHNSON Healthcare 1,188.0 $302K 0.18% +533.0 +81.4% $253.97 +5.5%
96 IEFA ISHARES TR 3,121.0 $301K 0.18% +290.0 +10.2% $96.58 +4.0%
97 DSEP FIRST TR EXCHNG TRADED FD VI 6,340.0 $301K 0.18% -299.0 -4.5% $47.44 +2.3%
98 TAXX BONDBLOXX ETF TRUST 5,894.0 $299K 0.18% NEW $50.74 -0.4%
99 EA SERIES TRUST 4,818.0 $288K 0.17% NEW $59.74
100 ACYS FIRST TR EXCHANGE-TRADED FD 13,702.0 $281K 0.17% NEW $20.54 +0.0%
Page 5 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%