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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 21 of 43  ·  852 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 GMAY FIRST TR EXCHNG TRADED FD VI 552.0 $23K 0.02% $41.06 +4.2%
402 IQVIA HLDGS INC 132.0 $23K 0.02% NEW $170.54
403 AVDV AMERICAN CENTY ETF TR 224.0 $22K 0.02% $99.86 +8.5%
404 MRVL MARVELL TECHNOLOGY INC Technology 225.0 $22K 0.02% $99.05 +92.5%
405 NUE NUCOR CORP Basic Materials 131.0 $22K 0.02% +6.0 +4.8% $168.79 +34.2%
406 UMAY INNOVATOR ETFS TRUST 600.0 $22K 0.02% $36.82 +2.8%
407 OHI OMEGA HEALTHCARE INVS INC Real Estate 500.0 $22K 0.02% $43.82 +10.1%
408 LOUP INNOVATOR ETFS TRUST 315.0 $22K 0.02% $68.84 +26.5%
409 ONEQ FIDELITY COMWLTH TR 254.0 $22K 0.02% $84.91 +21.7%
410 USAU U S GOLD CORP Basic Materials 1,400.0 $21K 0.02% $15.19 +1.9%
411 OMC OMNICOM GROUP INC Communication Services 280.0 $21K 0.01% NEW $75.31 -2.0%
412 PANW PALO ALTO NETWORKS INC Technology 131.0 $21K 0.01% +27.0 +26.0% $160.32 +57.8%
413 BLACKROCK ETF TRUST 379.0 $21K 0.01% $55.28
414 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 650.0 $21K 0.01% +50.0 +8.3% $32.01 +2.5%
415 SIL GLOBAL X FDS 227.0 $20K 0.01% NEW $90.08 -0.8%
416 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 572.0 $20K 0.01% $35.44 -3.0%
417 XLI SELECT SECTOR SPDR TR 125.0 $20K 0.01% $161.73 +5.4%
418 COPX GLOBAL X FDS 264.0 $20K 0.01% $76.35 +8.7%
419 UNP UNION PAC CORP Industrials 83.0 $20K 0.01% NEW $242.61 +9.6%
420 DAL DELTA AIR LINES INC Industrials 297.0 $20K 0.01% $66.48 +13.8%
Page 21 of 43  ·  852 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%