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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 36 of 43  ·  852 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 ALAB ASTERA LABS INC Technology 25.0 $3K 0.00% $109.60 +171.8%
702 BTGD TIDAL TRUST II 100.0 $3K 0.00% $27.37 +9.1%
703 ENVA ENOVA INTL INC Financial Services 20.0 $3K 0.00% $135.85 +18.4%
704 MSCI MSCI INC Financial Services 5.0 $3K 0.00% $539.00 +8.0%
705 SRLN SSGA ACTIVE ETF TR 67.0 $3K 0.00% -12.0 -15.2% $40.13 +0.9%
706 RING ISHARES INC 34.0 $3K 0.00% $78.97 -5.2%
707 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 12.0 $3K 0.00% NEW $222.08 +71.3%
708 MTUM ISHARES TR 11.0 $3K 0.00% NEW $240.00 +25.9%
709 NU NU HLDGS LTD Financial Services 182.0 $3K 0.00% NEW $14.37 -8.4%
710 VOX VANGUARD WORLD FD 14.0 $3K 0.00% $179.86 +8.9%
711 MDB MONGODB INC Technology 10.0 $2K 0.00% NEW $244.80 +29.7%
712 HUBS HUBSPOT INC Technology 10.0 $2K 0.00% NEW $244.10 -18.7%
713 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 32.0 $2K 0.00% NEW $76.16 +10.9%
714 BMO BANK MONTREAL MEDIUM Financial Services 18.0 $2K 0.00% $135.33 +18.0%
715 PZA INVESCO EXCH TRADED FD TR II 106.0 $2K 0.00% $22.98 -0.2%
716 WOMN TIDAL TRUST III 60.0 $2K 0.00% NEW $39.58 +7.3%
717 IBB ISHARES TR 14.0 $2K 0.00% $168.86 +0.1%
718 EXPE EXPEDIA GROUP INC Consumer Cyclical 10.0 $2K 0.00% -19.0 -65.5% $230.90 -5.5%
719 VSNT VERSANT MEDIA GROUP INC Industrials 62.0 $2K 0.00% NEW $37.02 +13.1%
720 URNM SPROTT FDS TR 36.0 $2K 0.00% $63.14 -8.0%
Page 36 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%