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 51–100 of 747
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IUSB | ISHARES TR | 9K | $100K–$500K | SH |
| IVE | ISHARES TR | 2K | $100K–$500K | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 6K | $100K–$500K | SH |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | 19K | $100K–$500K | SH |
| IGSB | ISHARES TR | 8K | $100K–$500K | SH |
| ACII | INNOVATOR ETFS TRUST | 16K | $100K–$500K | SH |
| IFRA | ISHARES TR | 7K | $100K–$500K | SH |
| BILZ | PIMCO ETF TR | 4K | $100K–$500K | SH |
| AVLV | AMERICAN CENTY ETF TR | 5K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 6K | $100K–$500K | SH |
| SCHZ | SCHWAB STRATEGIC TR | 16K | $100K–$500K | SH |
| ZFEB | INNOVATOR ETFS TRUST | 15K | $100K–$500K | SH |
| DHS | WISDOMTREE TR | 4K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 1K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 7K | $100K–$500K | SH |
| ZAUG | INNOVATOR ETFS TRUST | 13K | $100K–$500K | SH |
| OVT | LISTED FDS TR | 16K | $100K–$500K | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 3K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 2K | $100K–$500K | SH |
| DNOV | FIRST TR EXCHNG TRADED FD VI | 7K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 664 | $100K–$500K | SH |
| EMXC | ISHARES INC | 5K | $100K–$500K | SH |
| AVUS | AMERICAN CENTY ETF TR | 3K | $100K–$500K | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| IQDG | WISDOMTREE TR | 7K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 279 | $100K–$500K | SH |
| DAUG | FIRST TR EXCHNG TRADED FD VI | 7K | $100K–$500K | SH |
| DSEP | FIRST TR EXCHNG TRADED FD VI | 7K | $100K–$500K | SH |
| UAUG | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| SPMD | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| PAUG | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| AEE | AMEREN CORP | 3K | $100K–$500K | SH |
| ZMAY | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| BSEP | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| MBB | ISHARES TR | 3K | $100K–$500K | SH |
| QBER | ELEVATION SERIES TRUST | 10K | $100K–$500K | SH |
| ZJUL | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| TSLA | TESLA INC | 519 | $100K–$500K | SH |
| DDEC | FIRST TR EXCHNG TRADED FD VI | 5K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 1K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 3K | $100K–$500K | SH |
| CRWV | COREWEAVE INC | 3K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 659 | $100K–$500K | SH |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | 8K | $100K–$500K | SH |
| BUFT | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |
| BIL | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| HMOP | HARTFORD FDS EXCHANGE TRADED | 5K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 586 | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 3K | $100K–$500K | SH |