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Portfolio (Quarterly) Guide ↗

EVOLUTION WEALTH MANAGEMENT INC.

· CIK 0002010029
13F Portfolio $137M AUM 854 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 124 New 211 Added 90 Reduced 19 Exited
Page 10 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VSS VANGUARD INTL EQUITY INDEX F 98.0 $14K 0.01% +82.0 +512.5% $145.79 +9.3%
182 PRU PRUDENTIAL FINL INC Financial Services 143.0 $14K 0.01% +9.0 +6.7% $97.69 +6.6%
183 COIN COINBASE GLOBAL INC Financial Services 78.0 $14K 0.01% +28.0 +56.0% $174.62 +5.9%
184 CSX CSX CORP Industrials 309.0 $13K 0.01% +159.0 +106.0% $41.05 +10.9%
185 SCHW SCHWAB CHARLES CORP Financial Services 130.0 $12K 0.01% +71.0 +120.3% $93.98 -4.1%
186 AMGN AMGEN INC Healthcare 34.0 $12K 0.01% +5.0 +17.2% $351.85 -3.6%
187 APP APPLOVIN CORP Technology 30.0 $12K 0.01% +16.0 +114.3% $398.00 +21.0%
188 BKR BAKER HUGHES COMPANY Energy 190.0 $12K 0.01% +83.0 +77.6% $61.02 +8.3%
189 WFC WELLS FARGO & CO Financial Services 142.0 $11K 0.01% +126.0 +787.5% $79.61 -4.0%
190 WM WASTE MGMT INC DEL Industrials 48.0 $11K 0.01% +10.0 +26.3% $229.79 -5.2%
191 ED CONSOLIDATED EDISON INC Utilities 97.0 $11K 0.01% +15.0 +18.3% $113.18 -4.1%
192 INTU INTUIT Technology 25.0 $11K 0.01% +20.0 +400.0% $432.40 -26.0%
193 AJG GALLAGHER ARTHUR J & CO Financial Services 43.0 $9K 0.01% +20.0 +87.0% $216.58 -5.5%
194 RWX SPDR INDEX SHS FDS 346.0 $9K 0.01% +4.0 +1.2% $26.62 +2.9%
195 RWR SPDR SERIES TRUST 88.0 $9K 0.01% +1.0 +1.1% $100.97 +10.1%
196 SPGI S&P GLOBAL INC Financial Services 20.0 $9K 0.01% +10.0 +100.0% $425.35 -1.8%
197 USIG ISHARES TR 164.0 $8K 0.01% +91.0 +124.7% $51.23 -0.5%
198 GILD GILEAD SCIENCES INC Healthcare 55.0 $8K 0.01% +32.0 +139.1% $139.36 -3.6%
199 SCHP SCHWAB STRATEGIC TR 283.0 $8K 0.01% +249.0 +732.4% $26.61 +0.1%
200 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 400.0 $7K 0.01% +100.0 +33.3% $18.70 -12.8%
Page 10 of 11  ·  211 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 33.8%
Financial Services 24.5%
Consumer Cyclical 8.8%
Communication Services 7.2%
Industrials 6.7%
Healthcare 6.6%
Utilities 3.7%
Energy 3.3%
Consumer Defensive 3.0%
Real Estate 1.4%