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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 34 of 38  ·  747 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 ADP AUTOMATIC DATA PROCESSING IN Industrials 6.0 $2K 0.00% NEW $257.17 -14.4%
662 ICSH ISHARES TR 30.0 $2K 0.00% NEW $50.57 -0.0%
663 PALC PACER FDS TR 29.0 $2K 0.00% NEW $52.24 +6.6%
664 IWB ISHARES TR 4.0 $1K 0.00% NEW $373.50 +8.4%
665 WFC WELLS FARGO CO NEW Financial Services 16.0 $1K 0.00% NEW $93.19 -18.6%
666 GJUN FIRST TR EXCHNG TRADED FD VI 37.0 $1K 0.00% NEW $39.59 +3.5%
667 PSCH INVESCO EXCH TRADED FD TR II 33.0 $1K 0.00% NEW $44.21 +2.0%
668 MLN VANECK ETF TRUST 82.0 $1K 0.00% NEW $17.54 -1.2%
669 XLY SELECT SECTOR SPDR TR 12.0 $1K 0.00% NEW $119.42 -0.6%
670 CI THE CIGNA GROUP Healthcare 5.0 $1K 0.00% NEW $275.20 +2.5%
671 BDX BECTON DICKINSON & CO Healthcare 7.0 $1K 0.00% NEW $194.00 -24.6%
672 MDLZ MONDELEZ INTL INC Consumer Defensive 25.0 $1K 0.00% NEW $53.84 +14.2%
673 SU SUNCOR ENERGY INC NEW Energy 30.0 $1K 0.00% NEW $44.37 +52.9%
674 TLH ISHARES TR 13.0 $1K 0.00% NEW $101.69 -3.3%
675 DGX QUEST DIAGNOSTICS INC Healthcare 7.0 $1K 0.00% NEW $173.57 +11.7%
676 FSK FS KKR CAP CORP Financial Services 75.0 $1K 0.00% NEW $14.81 -26.2%
677 MP MP MATERIALS CORP Basic Materials 20.0 $1K 0.00% NEW $50.50 +22.3%
678 NEM NEWMONT CORP Basic Materials 10.0 $999.0 0.00% NEW $99.90 +8.4%
679 GDDY GODADDY INC Technology 8.0 $993.0 0.00% NEW $124.12 -26.2%
680 IWM ISHARES TR 4.0 $985.0 0.00% NEW $246.25 +14.7%
Page 34 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%