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 451–500 of 747
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PBW | INVESCO EXCHANGE TRADED FD T | 311 | $1K–$15K | SH |
| AMGN | AMGEN INC | 29 | $1K–$15K | SH |
| APP | APPLOVIN CORP | 14 | $1K–$15K | SH |
| SNOW | SNOWFLAKE INC | 43 | $1K–$15K | SH |
| GD | GENERAL DYNAMICS CORP | 28 | $1K–$15K | SH |
| IWO | ISHARES TR | 29 | $1K–$15K | SH |
| WTAI | WISDOMTREE TR | 317 | $1K–$15K | SH |
| DFAX | DIMENSIONAL ETF TRUST | 282 | $1K–$15K | SH |
| SYY | SYSCO CORP | 125 | $1K–$15K | SH |
| TDY | TELEDYNE TECHNOLOGIES INC | 18 | $1K–$15K | SH |
| RKLB | ROCKET LAB CORP | 131 | $1K–$15K | SH |
| NEE | NEXTERA ENERGY INC | 112 | $1K–$15K | SH |
| CNR | CORE NATURAL RESOURCES INC | 100 | $1K–$15K | SH |
| SPTL | SPDR SERIES TRUST | 331 | $1K–$15K | SH |
| VBR | VANGUARD INDEX FDS | 41 | $1K–$15K | SH |
| IGEB | ISHARES TR | 188 | $1K–$15K | SH |
| RWR | SPDR SERIES TRUST | 87 | $1K–$15K | SH |
| TKR | TIMKEN CO | 100 | $1K–$15K | SH |
| WM | WASTE MGMT INC DEL | 38 | $1K–$15K | SH |
| VGT | VANGUARD WORLD FD | 11 | $1K–$15K | SH |
| EXPE | EXPEDIA GROUP INC | 29 | $1K–$15K | SH |
| ED | CONSOLIDATED EDISON INC | 82 | $1K–$15K | SH |
| AMAT | APPLIED MATLS INC | 31 | $1K–$15K | SH |
| CMCSA | COMCAST CORP NEW | 267 | $1K–$15K | SH |
| BTAL | AGF INVTS TR | 554 | $1K–$15K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 26 | $1K–$15K | SH |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | 410 | $1K–$15K | SH |
| CSCO | CISCO SYS INC | 102 | $1K–$15K | SH |
| XRPI | VOLATILITY SHS TR | 720 | $1K–$15K | SH |
| IWD | ISHARES TR | 36 | $1K–$15K | SH |
| DGRO | ISHARES TR | 109 | $1K–$15K | SH |
| SGOL | ETFS GOLD TR | 183 | $1K–$15K | SH |
| WMB | WILLIAMS COS INC | 125 | $1K–$15K | SH |
| VCLT | VANGUARD SCOTTSDALE FDS | 99 | $1K–$15K | SH |
| LUV | SOUTHWEST AIRLS CO | 179 | $1K–$15K | SH |
| VBK | VANGUARD INDEX FDS | 24 | $1K–$15K | SH |
| AYI | ACUITY INC | 20 | $1K–$15K | SH |
| BLOK | AMPLIFY ETF TR | 126 | $1K–$15K | SH |
| FSSL | FS SPECIALTY LENDING FD | 499 | $1K–$15K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 130 | $1K–$15K | SH |
| NICE | NICE LTD | 62 | $1K–$15K | SH |
| HSY | HERSHEY CO | 38 | $1K–$15K | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 50 | $1K–$15K | SH |
| OVS | LISTED FDS TR | 191 | $1K–$15K | SH |
| GNOM | GLOBAL X FDS | 149 | $1K–$15K | SH |
| ZS | ZSCALER INC | 30 | $1K–$15K | SH |
| MARA | MARA HOLDINGS INC | 750 | $1K–$15K | SH |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | 300 | $1K–$15K | SH |
| SPIB | SPDR SERIES TRUST | 198 | $1K–$15K | SH |
| EMR | EMERSON ELEC CO | 50 | $1K–$15K | SH |