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 501–550 of 747
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AFL | AFLAC INC | 60 | $1K–$15K | SH |
| TMDX | TRANSMEDICS GROUP INC | 54 | $1K–$15K | SH |
| SLB | SLB LIMITED | 169 | $1K–$15K | SH |
| FLQM | FRANKLIN TEMPLETON ETF TR | 113 | $1K–$15K | SH |
| ET | ENERGY TRANSFER L P | 384 | $1K–$15K | SH |
| RFCI | ALPS ETF TR | 275 | $1K–$15K | SH |
| IJJ | ISHARES TR | 47 | $1K–$15K | SH |
| SPGP | INVESCO EXCHANGE TRADED FD T | 54 | $1K–$15K | SH |
| TD | TORONTO DOMINION BK ONT | 65 | $1K–$15K | SH |
| CWT | CALIFORNIA WTR SVC GROUP | 141 | $1K–$15K | SH |
| FDX | FEDEX CORP | 21 | $1K–$15K | SH |
| DGRS | WISDOMTREE TR | 122 | $1K–$15K | SH |
| MELI | MERCADOLIBRE INC | 3 | $1K–$15K | SH |
| MAIN | MAIN STR CAP CORP | 100 | $1K–$15K | SH |
| DNP | DNP SELECT INCOME FD INC | 601 | $1K–$15K | SH |
| HYMB | SPDR SERIES TRUST | 240 | $1K–$15K | SH |
| THC | TENET HEALTHCARE CORP | 30 | $1K–$15K | SH |
| IDU | ISHARES TR | 55 | $1K–$15K | SH |
| AJG | GALLAGHER ARTHUR J & CO | 23 | $1K–$15K | SH |
| SYM | SYMBOTIC INC | 100 | $1K–$15K | SH |
| MMM | 3M CO | 37 | $1K–$15K | SH |
| ARKW | ARK ETF TR | 40 | $1K–$15K | SH |
| SCHW | SCHWAB CHARLES CORP | 59 | $1K–$15K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 13 | $1K–$15K | SH |
| D | DOMINION ENERGY INC | 100 | $1K–$15K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 10 | $1K–$15K | SH |
| QQEW | FIRST TR EXCHANGE-TRADED FD | 40 | $1K–$15K | SH |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 150 | $1K–$15K | SH |
| AOM | ISHARES TR | 119 | $1K–$15K | SH |
| WCLD | WISDOMTREE TR | 162 | $1K–$15K | SH |
| GVAL | CAMBRIA ETF TR | 180 | $1K–$15K | SH |
| XONE | BONDBLOXX ETF TRUST | 114 | $1K–$15K | SH |
| WCBR | WISDOMTREE TR | 202 | $1K–$15K | SH |
| CB | CHUBB LIMITED | 18 | $1K–$15K | SH |
| XEL | XCEL ENERGY INC | 75 | $1K–$15K | SH |
| FDD | FIRST TR EXCHANGE-TRADED FD | 314 | $1K–$15K | SH |
| CSX | CSX CORP | 150 | $1K–$15K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 93 | $1K–$15K | SH |
| ARCC | ARES CAPITAL CORP | 266 | $1K–$15K | SH |
| TXN | TEXAS INSTRS INC | 31 | $1K–$15K | SH |
| VCR | VANGUARD WORLD FD | 14 | $1K–$15K | SH |
| SNY | SANOFI SA | 110 | $1K–$15K | SH |
| KAUG | INNOVATOR ETFS TRUST | 200 | $1K–$15K | SH |
| TSI | TCW STRATEGIC INCOME FD INC | 1K | $1K–$15K | SH |
| SPGI | S&P GLOBAL INC | 10 | $1K–$15K | SH |
| BBY | BEST BUY INC | 76 | $1K–$15K | SH |
| STWD | STARWOOD PPTY TR INC | 277 | $1K–$15K | SH |
| LW | LAMB WESTON HLDGS INC | 119 | $1K–$15K | SH |
| TTE | TOTALENERGIES SE | 76 | $1K–$15K | SH |
| DRI | DARDEN RESTAURANTS INC | 27 | $1K–$15K | SH |