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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 19 of 38  ·  747 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PANW PALO ALTO NETWORKS INC Technology 104.0 $19K 0.02% NEW $184.20 +41.5%
362 MRVL MARVELL TECHNOLOGY INC Technology 225.0 $19K 0.02% NEW $84.98 +131.0%
363 COPX GLOBAL X FDS 264.0 $19K 0.02% NEW $71.79 +16.1%
364 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 572.0 $19K 0.02% NEW $33.02 +3.3%
365 AROC ARCHROCK INC Energy 719.0 $19K 0.01% NEW $26.02 +43.2%
366 UNM UNUM GROUP Financial Services 241.0 $19K 0.01% NEW $77.50 +9.1%
367 RFFC ALPS ETF TR 276.0 $19K 0.01% NEW $67.07 +8.7%
368 XSOE WISDOMTREE TR 470.0 $18K 0.01% NEW $39.02 +20.3%
369 CCL CARNIVAL CORP Consumer Cyclical 600.0 $18K 0.01% NEW $30.54 -14.9%
370 FN FABRINET Technology 40.0 $18K 0.01% NEW $455.27 +54.6%
371 BLV VANGUARD BD INDEX FDS 250.0 $17K 0.01% NEW $69.52 -2.3%
372 LTC LTC PPTYS INC Real Estate 500.0 $17K 0.01% NEW $34.38 +11.9%
373 MPC MARATHON PETE CORP Energy 103.0 $17K 0.01% NEW $162.63 +56.6%
374 EBAY EBAY INC. Consumer Cyclical 189.0 $16K 0.01% NEW $87.10 +32.9%
375 C CITIGROUP INC Financial Services 141.0 $16K 0.01% NEW $116.62 +7.3%
376 JEPI J P MORGAN EXCHANGE TRADED F 285.0 $16K 0.01% NEW $57.24 -1.6%
377 UPS UNITED PARCEL SERVICE INC Industrials 164.0 $16K 0.01% NEW $99.19 +1.8%
378 SAR SARATOGA INVT CORP Financial Services 701.0 $16K 0.01% NEW $23.07 -3.6%
379 WTV WISDOMTREE TR 173.0 $16K 0.01% NEW $93.30 +9.2%
380 BK BANK NEW YORK MELLON CORP Financial Services 139.0 $16K 0.01% NEW $116.09 +19.9%
Page 19 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%