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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 30 of 38  ·  747 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 KNG FIRST TR EXCHANGE-TRADED FD 76.0 $4K 0.00% NEW $49.14 -1.3%
582 ASTRAZENECA PLC 40.0 $4K 0.00% NEW $91.92
583 EME EMCOR GROUP INC Industrials 6.0 $4K 0.00% NEW $611.83 +38.8%
584 FTCB FIRST TR EXCHANGE-TRADED FD 170.0 $4K 0.00% NEW $21.23 -2.6%
585 LEIDOS HOLDINGS INC 20.0 $4K 0.00% NEW $180.40
586 NVS NOVARTIS AG Healthcare 25.0 $3K 0.00% NEW $137.88 +10.1%
587 EMHC SPDR SERIES TRUST 135.0 $3K 0.00% NEW $25.46 -2.0%
588 BTGD TIDAL TRUST II 100.0 $3K 0.00% NEW $34.33 -13.0%
589 EBND SPDR SERIES TRUST 159.0 $3K 0.00% NEW $21.37 -2.7%
590 IGIB ISHARES TR 63.0 $3K 0.00% NEW $53.87 -1.9%
591 BMVP INVESCO EXCHANGE TRADED FD T 69.0 $3K 0.00% NEW $48.84 +5.2%
592 KOCT INNOVATOR ETFS TRUST 100.0 $3K 0.00% NEW $33.67 +7.9%
593 INTU INTUIT Technology 5.0 $3K 0.00% NEW $662.40 -53.6%
594 CELH CELSIUS HLDGS INC Consumer Defensive 72.0 $3K 0.00% NEW $45.74 -35.1%
595 ANET ARISTA NETWORKS INC Technology 25.0 $3K 0.00% NEW $131.04 +13.4%
596 SRLN SSGA ACTIVE ETF TR 79.0 $3K 0.00% NEW $41.27 -1.9%
597 NI NISOURCE INC Utilities 78.0 $3K 0.00% NEW $41.76 +14.3%
598 LIT GLOBAL X FDS 50.0 $3K 0.00% NEW $64.86 +30.1%
599 EUFN ISHARES TR 87.0 $3K 0.00% NEW $37.09 +3.8%
600 BATT AMPLIFY ETF TR 233.0 $3K 0.00% NEW $13.80 +20.8%
Page 30 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%