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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 11 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EBND SPDR SERIES TRUST 352.0 $7K 0.01% +193.0 +121.4% $20.64 +0.7%
202 ITW ILLINOIS TOOL WKS INC Industrials 26.0 $7K 0.01% +10.0 +62.5% $260.31 -4.0%
203 MAR MARRIOTT INTL INC NEW Consumer Cyclical 20.0 $7K 0.01% +7.0 +53.9% $327.05 +13.3%
204 TGT TARGET CORP Consumer Defensive 53.0 $6K 0.01% +13.0 +32.5% $121.21 +0.9%
205 MRSH MARSH & MCLENNAN COS INC Financial Services 32.0 $6K 0.00% +29.0 +966.7% $173.44 -4.8%
206 MCK MCKESSON CORP Healthcare 6.0 $5K 0.00% +5.0 +500.0% $865.33 -11.4%
207 NEM NEWMONT CORP Basic Materials 33.0 $4K 0.00% +23.0 +230.0% $108.24 +0.1%
208 CL COLGATE PALMOLIVE CO Consumer Defensive 34.0 $3K 0.00% +9.0 +36.0% $85.24 +6.1%
209 CII BLACKROCK ENHANCED LARGE CAP Financial Services 137.0 $3K 0.00% +6.0 +4.6% $21.02 +17.9%
210 VST VISTRA CORP Utilities 15.0 $2K 0.00% +5.0 +50.0% $150.33 -4.2%
211 PNW PINNACLE WEST CAP CORP Utilities 20.0 $2K 0.00% +14.0 +233.3% $100.75 +1.2%
Page 11 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%