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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 28 of 38  ·  747 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 VCR VANGUARD WORLD FD 14.0 $5K 0.00% NEW $381.79 +2.9%
542 SNY SANOFI SA Healthcare 110.0 $5K 0.00% NEW $48.46 -7.8%
543 INNOVATOR ETFS TRUST 200.0 $5K 0.00% NEW $26.53
544 TSI TCW STRATEGIC INCOME FD INC Financial Services 1,061.0 $5K 0.00% NEW $4.94 -8.3%
545 SPGI S&P GLOBAL INC Financial Services 10.0 $5K 0.00% NEW $522.60 -20.2%
546 BBY BEST BUY INC Consumer Cyclical 76.0 $5K 0.00% NEW $66.93 -8.6%
547 STWD STARWOOD PPTY TR INC Real Estate 277.0 $5K 0.00% NEW $18.01 -4.8%
548 LW LAMB WESTON HLDGS INC Consumer Defensive 119.0 $5K 0.00% NEW $41.89 +2.2%
549 TOTALENERGIES SE 76.0 $5K 0.00% NEW $65.42
550 DRI DARDEN RESTAURANTS INC Consumer Cyclical 27.0 $5K 0.00% NEW $184.04 +7.1%
551 BKR BAKER HUGHES COMPANY Energy 107.0 $5K 0.00% NEW $45.34 +45.1%
552 CRF CORNERSTONE TOTAL RETURN FD Financial Services 600.0 $5K 0.00% NEW $8.01 -10.1%
553 OXY OCCIDENTAL PETE CORP Energy 116.0 $5K 0.00% NEW $41.12 +43.1%
554 SDCI USCF ETF TR 214.0 $5K 0.00% NEW $22.03 +29.5%
555 FUMB FIRST TR EXCH TRADED FD III 231.0 $5K 0.00% NEW $20.06 -0.2%
556 GERN GERON CORP Healthcare 3,500.0 $5K 0.00% NEW $1.32 -4.5%
557 MCHP MICROCHIP TECHNOLOGY INC. Technology 72.0 $5K 0.00% NEW $63.72 +43.0%
558 IONQ IONQ INC Technology 102.0 $5K 0.00% NEW $44.87 +31.2%
559 ORI OLD REP INTL CORP Financial Services 100.0 $5K 0.00% NEW $45.64 -13.1%
560 CM CANADIAN IMPERIAL BANK OF CO Financial Services 50.0 $5K 0.00% NEW $90.62 +26.7%
Page 28 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%