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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 37 of 43  ·  852 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 BTT BLACKROCK MUN TARGET TERM TR Financial Services 100.0 $2K 0.00% $22.70 -0.3%
722 HPQ HP INC Technology 118.0 $2K 0.00% $19.21 +14.0%
723 BSCQ INVESCO EXCH TRD SLF IDX FD 116.0 $2K 0.00% $19.53 -0.1%
724 CMDT PIMCO ETF TR 70.0 $2K 0.00% $32.27 +6.1%
725 VST VISTRA CORP Utilities 15.0 $2K 0.00% +5.0 +50.0% $150.33 -4.2%
726 SLVP ISHARES INC 63.0 $2K 0.00% $35.46 +0.1%
727 SCHM SCHWAB STRATEGIC TR 72.0 $2K 0.00% $30.96 +11.6%
728 WBD WARNER BROS DISCOVERY INC Communication Services 81.0 $2K 0.00% $27.46 -0.1%
729 LINK INTERLINK ELECTRS INC Technology 750.0 $2K 0.00% $2.94 +60.2%
730 WEC WEC ENERGY GROUP INC Utilities 19.0 $2K 0.00% $115.79 -4.4%
731 ITA ISHARES TR 10.0 $2K 0.00% $218.80 +2.0%
732 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 30.0 $2K 0.00% NEW $72.70 +6.1%
733 VMC VULCAN MATLS CO Basic Materials 8.0 $2K 0.00% NEW $272.25 -3.3%
734 EOG EOG RES INC Energy 15.0 $2K 0.00% $144.60 -3.2%
735 NLR VANECK ETF TRUST 16.0 $2K 0.00% $133.19 -2.4%
736 FDN FIRST TR EXCHANGE-TRADED FD 9.0 $2K 0.00% $234.00 +16.1%
737 HEDJ WISDOMTREE TR 40.0 $2K 0.00% -33.0 -45.2% $52.30 +7.6%
738 DOV DOVER CORP Industrials 10.0 $2K 0.00% $208.50 -0.4%
739 EUAD SPINNAKER ETF SERIES 51.0 $2K 0.00% $40.75 -2.3%
740 FTGC FIRST TR EXCHANGE TRAD FD VI 72.0 $2K 0.00% $28.71 +2.6%
Page 37 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%