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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 34 of 43  ·  852 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 AOA ISHARES TR 43.0 $4K 0.00% NEW $88.49 +9.2%
662 TRV TRAVELERS COMPANIES INC Financial Services 13.0 $4K 0.00% $291.69 +5.2%
663 SCCO SOUTHERN COPPER CORP Basic Materials 22.0 $4K 0.00% NEW $172.05 +1.2%
664 LIT GLOBAL X FDS 50.0 $4K 0.00% $74.36 +13.5%
665 VXF VANGUARD INDEX FDS 18.0 $4K 0.00% $205.78 +11.1%
666 KNG FIRST TR EXCHANGE-TRADED FD 76.0 $4K 0.00% $48.71 -0.5%
667 ZM ZOOM COMMUNICATIONS INC Technology 46.0 $4K 0.00% NEW $80.39 +23.7%
668 NI NISOURCE INC Utilities 78.0 $4K 0.00% $46.65 +2.3%
669 ENTERGY CORP NEW 32.0 $4K 0.00% NEW $112.38
670 NEM NEWMONT CORP Basic Materials 33.0 $4K 0.00% +23.0 +230.0% $108.24 +0.1%
671 FTCB FIRST TR EXCHANGE-TRADED FD 170.0 $4K 0.00% $20.96 -1.3%
672 SLB SLB LIMITED Energy 69.0 $4K 0.00% -100.0 -59.2% $51.39 +11.5%
673 PJT PJT PARTNERS INC Financial Services 25.0 $3K 0.00% $139.72 +11.1%
674 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 49.0 $3K 0.00% $71.18 -9.6%
675 BATT AMPLIFY ETF TR 233.0 $3K 0.00% $14.89 +12.0%
676 BMVP INVESCO EXCHANGE TRADED FD T 69.0 $3K 0.00% $49.88 +3.0%
677 WPM WHEATON PRECIOUS METALS CORP Basic Materials 26.0 $3K 0.00% $131.00 -2.9%
678 KOCT INNOVATOR ETFS TRUST 100.0 $3K 0.00% $33.93 +7.0%
679 CPRX CATALYST PHARMACEUTICALS INC Healthcare 136.0 $3K 0.00% $24.76 +26.3%
680 IGIB ISHARES TR 63.0 $3K 0.00% $53.22 -0.7%
Page 34 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%