CIK 2010029
EVOLUTION WEALTH MANAGEMENT INC.
Institutional 13F holdings & portfolio
Holdings
747
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 747
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PSFF | PACER FDS TR | 349K | $1M+ | SH |
| SFLR | INNOVATOR ETFS TRUST | 243K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 63K | $1M+ | SH |
| SPD | SIMPLIFY EXCHANGE TRADED FUN | 115K | $1M+ | SH |
| SPYC | SIMPLIFY EXCHANGE TRADED FUN | 75K | $1M+ | SH |
| OVB | LISTED FDS TR | 120K | $1M+ | SH |
| OVL | LISTED FDS TR | 43K | $1M+ | SH |
| IVV | ISHARES TR | 3K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 12K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 79K | $1M+ | SH |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | 64K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 7K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | 87K | $1M+ | SH |
| DBEF | DBX ETF TR | 37K | $1M+ | SH |
| VTHR | VANGUARD SCOTTSDALE FDS | 6K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 13K | $1M+ | SH |
| SGOV | ISHARES TR | 15K | $1M+ | SH |
| PSTP | INNOVATOR ETFS TRUST | 42K | $1M+ | SH |
| EFV | ISHARES TR | 18K | $1M+ | SH |
| QUAL | ISHARES TR | 7K | $1M+ | SH |
| EFG | ISHARES TR | 11K | $1M+ | SH |
| QFLR | INNOVATOR ETFS TRUST | 36K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 20K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 2K | $1M+ | SH |
| AAPL | APPLE INC | 4K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 2K | $1M+ | SH |
| HYS | PIMCO ETF TR | 11K | $1M+ | SH |
| IVW | ISHARES TR | 8K | $1M+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 17K | $500K+ | SH |
| DMAY | FIRST TR EXCHNG TRADED FD VI | 18K | $500K+ | SH |
| DOCT | FIRST TR EXCHNG TRADED FD VI | 16K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| AMZN | AMAZON COM INC | 3K | $500K+ | SH |
| UFEB | INNOVATOR ETFS TRUST | 18K | $500K+ | SH |
| DDWM | WISDOMTREE TR | 14K | $500K+ | SH |
| XLSR | SSGA ACTIVE TR | 10K | $500K+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 12K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 21K | $500K+ | SH |
| DTD | WISDOMTREE TR | 7K | $500K+ | SH |
| DJUN | FIRST TR EXCHNG TRADED FD VI | 12K | $500K+ | SH |
| DJUL | FIRST TR EXCHNG TRADED FD VI | 11K | $500K+ | SH |
| IWY | ISHARES TR | 2K | $500K+ | SH |
| DJAN | FIRST TR EXCHNG TRADED FD VI | 11K | $100K–$500K | SH |
| IYW | ISHARES TR | 2K | $100K–$500K | SH |
| SPDW | SPDR INDEX SHS FDS | 11K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 1K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| SPEM | SPDR INDEX SHS FDS | 9K | $100K–$500K | SH |