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Portfolio (Quarterly) Guide ↗

EVOLUTION WEALTH MANAGEMENT INC.

· CIK 0002010029
13F Portfolio $121M AUM 747 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 747 New
Page 8 of 38  ·  747 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 META META PLATFORMS INC Communication Services 208.0 $138K 0.11% NEW $661.48 -7.7%
142 NOC NORTHROP GRUMMAN CORP Industrials 235.0 $134K 0.11% NEW $570.21 -2.6%
143 MCD MCDONALDS CORP Consumer Cyclical 437.0 $134K 0.11% NEW $305.63 -7.6%
144 MTGP WISDOMTREE TR 2,895.0 $129K 0.11% NEW $44.55 -1.4%
145 MU MICRON TECHNOLOGY INC Technology 452.0 $129K 0.11% NEW $285.27 +163.3%
146 FIRST TR EXCHNG TRADED FD VI 3,748.0 $128K 0.11% NEW $34.03
147 BLACKROCK ETF TRUST 1,686.0 $125K 0.10% NEW $74.09
148 VYM VANGUARD WHITEHALL FDS 843.0 $121K 0.10% NEW $143.52 +10.6%
149 PAVE GLOBAL X FDS 2,443.0 $117K 0.10% NEW $47.79 +15.0%
150 HD HOME DEPOT INC Consumer Cyclical 339.0 $117K 0.10% NEW $344.10 -9.0%
151 VWO VANGUARD INTL EQUITY INDEX F 2,165.0 $116K 0.10% NEW $53.76 +9.7%
152 QYLD GLOBAL X FDS 6,563.0 $116K 0.10% NEW $17.67 +1.2%
153 FIRST TR EXCHNG TRADED FD VI 3,535.0 $115K 0.10% NEW $32.66
154 JNJ JOHNSON & JOHNSON Healthcare 557.0 $115K 0.10% NEW $206.95 +13.2%
155 VB VANGUARD INDEX FDS 442.0 $114K 0.09% NEW $257.95 +12.1%
156 DES WISDOMTREE TR 3,386.0 $113K 0.09% NEW $33.45 +15.1%
157 RLI RLI CORP Financial Services 1,762.0 $113K 0.09% NEW $63.98 -17.8%
158 GWX SPDR INDEX SHS FDS 2,746.0 $112K 0.09% NEW $40.86 +13.0%
159 JUNM FIRST TR EXCHNG TRADED FD VI 3,272.0 $112K 0.09% NEW $34.24 +2.1%
160 SOFI SOFI TECHNOLOGIES INC Financial Services 4,240.0 $111K 0.09% NEW $26.18 -40.3%
Page 8 of 38  ·  747 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 35.0%
Financial Services 29.8%
Consumer Cyclical 9.8%
Healthcare 7.6%
Communication Services 5.3%
Industrials 3.6%
Utilities 3.0%
Energy 2.0%
Consumer Defensive 1.7%
Real Estate 1.4%