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 101–150 of 747
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FTSM | FIRST TR EXCHANGE-TRADED FD | 3K | $100K–$500K | SH |
| PDEC | INNOVATOR ETFS TRUST | 4K | $100K–$500K | SH |
| MARM | FIRST TR EXCHNG TRADED FD VI | 6K | $100K–$500K | SH |
| IJH | ISHARES TR | 3K | $100K–$500K | SH |
| SPSM | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| FELC | FIDELITY COVINGTON TRUST | 5K | $100K–$500K | SH |
| MGV | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| BINC | BLACKROCK ETF TRUST II | 3K | $100K–$500K | SH |
| TCHP | T ROWE PRICE ETF INC | 4K | $100K–$500K | SH |
| DVY | ISHARES TR | 1K | $100K–$500K | SH |
| AGGY | WISDOMTREE TR | 4K | $100K–$500K | SH |
| NJUL | INNOVATOR ETFS TRUST | 2K | $100K–$500K | SH |
| IEF | ISHARES TR | 2K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 464 | $100K–$500K | SH |
| DFEB | FIRST TR EXCHNG TRADED FD VI | 3K | $100K–$500K | SH |
| ZMAR | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| CLM | CORNERSTONE STRATEGIC INVEST | 19K | $100K–$500K | SH |
| DON | WISDOMTREE TR | 3K | $100K–$500K | SH |
| IEFA | ISHARES TR | 2K | $100K–$500K | SH |
| IWF | ISHARES TR | 337 | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 917 | $100K–$500K | SH |
| ZDEK | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| DGS | WISDOMTREE TR | 3K | $100K–$500K | SH |
| IEMG | ISHARES INC | 2K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 1K | $100K–$500K | SH |
| DEM | WISDOMTREE TR | 3K | $100K–$500K | SH |
| GOOG | ALPHABET INC | 480 | $100K–$500K | SH |
| DLS | WISDOMTREE TR | 2K | $100K–$500K | SH |
| DAPR | FIRST TR EXCHNG TRADED FD VI | 4K | $100K–$500K | SH |
| DDFL | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| LTPZ | PIMCO ETF TR | 3K | $100K–$500K | SH |
| BOCT | INNOVATOR ETFS TRUST | 3K | $100K–$500K | SH |
| MINO | PIMCO ETF TR | 3K | $100K–$500K | SH |
| GDEC | FIRST TR EXCHNG TRADED FD VI | 4K | $100K–$500K | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 6K | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC | 1K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 612 | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 159 | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 782 | $100K–$500K | SH |
| META | META PLATFORMS INC | 208 | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 235 | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 437 | $100K–$500K | SH |
| MTGP | WISDOMTREE TR | 3K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 452 | $100K–$500K | SH |
| AUGM | FIRST TR EXCHNG TRADED FD VI | 4K | $100K–$500K | SH |
| LCTU | BLACKROCK ETF TRUST | 2K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 843 | $100K–$500K | SH |
| PAVE | GLOBAL X FDS | 2K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 339 | $100K–$500K | SH |