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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 22 of 43  ·  852 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 RTX RTX CORPORATION Industrials 101.0 $19K 0.01% NEW $192.90 -9.4%
422 DX DYNEX CAP INC Real Estate 1,510.0 $19K 0.01% $12.76 +0.7%
423 SHW SHERWIN WILLIAMS CO Basic Materials 60.0 $19K 0.01% +29.0 +93.5% $320.55 -4.0%
424 RFFC ALPS ETF TR 289.0 $19K 0.01% +13.0 +4.7% $66.35 +9.9%
425 TRP TC ENERGY CORP Energy 306.0 $19K 0.01% +251.0 +456.4% $62.60 +12.0%
426 FCTE ETF OPPORTUNITIES TRUST 776.0 $19K 0.01% $24.65 +8.2%
427 STERLING CAP FDS 750.0 $19K 0.01% NEW $25.09
428 XSOE WISDOMTREE TR 469.0 $19K 0.01% $40.10 +17.1%
429 SCHA SCHWAB STRATEGIC TR 642.0 $19K 0.01% NEW $29.08 +14.1%
430 CIEN CIENA CORP Technology 48.0 $19K 0.01% NEW $388.23 +51.3%
431 LTC LTC PPTYS INC Real Estate 500.0 $19K 0.01% $37.16 +4.0%
432 APOS APOLLO GLOBAL MGMT INC Financial Services 166.0 $18K 0.01% -149.0 -47.3% $111.18 -76.5%
433 LITE LUMENTUM HLDGS INC Technology 312.0 $18K 0.01% NEW $59.15 +1530.6%
434 UPS UNITED PARCEL SVCS INC Industrials 187.0 $18K 0.01% +23.0 +14.0% $98.38 +0.5%
435 D DOMINION ENERGY INC Utilities 287.0 $18K 0.01% +187.0 +187.0% $61.82 +10.5%
436 CCL CARNIVAL CORP Consumer Cyclical 683.0 $18K 0.01% +83.0 +13.8% $25.88 +1.2%
437 UNM UNUM GROUP Financial Services 241.0 $18K 0.01% $73.03 +14.8%
438 C CITIGROUP INC Financial Services 152.0 $17K 0.01% +11.0 +7.8% $113.59 +10.2%
439 EBAY EBAY INC. Consumer Cyclical 189.0 $17K 0.01% $91.02 +28.7%
440 BLV VANGUARD BD INDEX FDS 250.0 $17K 0.01% $68.78 -1.7%
Page 22 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%