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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 6 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SMH VANECK ETF TRUST 423.0 $277K 0.16% -95.0 -18.3% $655.89 -15.7%
102 MINO PIMCO ETF TR 6,023.0 $276K 0.16% +2K +58.4% $45.76 -2.4%
103 PAUG INNOVATOR ETFS TRUST 5,874.0 $268K 0.16% -357.0 -5.7% $45.64 +2.4%
104 TSLA TESLA INC Consumer Cyclical 630.0 $265K 0.16% +57.0 +9.9% $420.60 -17.1%
105 GOOG ALPHABET INC 720.0 $254K 0.15% +59.0 +8.9% $353.47
106 INNOVATOR ETFS TRUST 8,450.0 $253K 0.15% $29.97
107 MBB ISHARES TR 2,672.0 $253K 0.15% +68.0 +2.6% $94.52 -1.4%
108 DDEC FIRST TR EXCHNG TRADED FD VI 5,161.0 $245K 0.14% $47.37 +2.2%
109 SPMD SPDR SERIES TRUST 3,594.0 $243K 0.14% -1K -23.3% $67.56 -1.7%
110 BSEP INNOVATOR ETFS TRUST 4,367.0 $230K 0.14% -889.0 -16.9% $52.73 +2.6%
111 IJH ISHARES TR 2,802.0 $216K 0.13% $77.11 -1.8%
112 BUFT FIRST TR EXCHNG TRADED FD VI 8,336.0 $216K 0.13% $25.89 +1.7%
113 AMD ADVANCED MICRO DEVICES INC Technology 370.0 $215K 0.13% +18.0 +5.1% $580.91 -19.9%
114 SPSM SPDR SERIES TRUST 3,727.0 $215K 0.13% -139.0 -3.6% $57.67 -1.9%
115 DUK DUKE ENERGY CORP NEW Utilities 1,638.0 $207K 0.12% +1K +176.2% $126.58 -5.0%
116 J P MORGAN EXCHANGE TRADED F 4,051.0 $205K 0.12% -889.0 -18.0% $50.57
117 FTSM FIRST TR EXCHANGE-TRADED FD 3,425.0 $205K 0.12% -27.0 -0.8% $59.73 +0.3%
118 ADP AUTOMATIC DATA PROCESSING IN Industrials 913.0 $204K 0.12% $223.95 +28.4%
119 META META PLATFORMS INC Communication Services 355.0 $200K 0.12% -69.0 -16.3% $564.05 +2.5%
120 PDEC INNOVATOR ETFS TRUST 4,309.0 $198K 0.12% $45.89 +2.3%
Page 6 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%