CIK 2010029

EVOLUTION WEALTH MANAGEMENT INC.

Institutional 13F holdings & portfolio

Holdings

747

Portfolio Value

$1M+

Latest Report

Dec 31, 2025

Report Periods

Holdings

13F filings as of Dec 31, 2025 · Showing 151–200 of 747

Ticker	Company	Shares	Value	Type
VWO	VANGUARD INTL EQUITY INDEX F	2K	$100K–$500K	SH
QYLD	GLOBAL X FDS	7K	$100K–$500K	SH
OCTM	FIRST TR EXCHNG TRADED FD VI	4K	$100K–$500K	SH
JNJ	JOHNSON & JOHNSON	557	$100K–$500K	SH
VB	VANGUARD INDEX FDS	442	$100K–$500K	SH
DES	WISDOMTREE TR	3K	$100K–$500K	SH
RLI	RLI CORP	2K	$100K–$500K	SH
GWX	SPDR INDEX SHS FDS	3K	$100K–$500K	SH
JUNM	FIRST TR EXCHNG TRADED FD VI	3K	$100K–$500K	SH
SOFI	SOFI TECHNOLOGIES INC	4K	$100K–$500K	SH
AVDE	AMERICAN CENTY ETF TR	1K	$100K–$500K	SH
VONG	VANGUARD SCOTTSDALE FDS	879	$100K–$500K	SH
BND	VANGUARD BD INDEX FDS	1K	$100K–$500K	SH
GNOV	FIRST TR EXCHNG TRADED FD VI	3K	$100K–$500K	SH
VCIT	VANGUARD SCOTTSDALE FDS	1K	$100K–$500K	SH
VV	VANGUARD INDEX FDS	325	$100K–$500K	SH
IBIT	ISHARES BITCOIN TRUST ETF	2K	$100K–$500K	SH
SPYG	SPDR SERIES TRUST	933	$50K–$100K	SH
LONZ	PIMCO ETF TR	2K	$50K–$100K	SH
SPYV	SPDR SERIES TRUST	2K	$50K–$100K	SH
IBM	INTERNATIONAL BUSINESS MACHS	324	$50K–$100K	SH
SLV	ISHARES SILVER TR	1K	$50K–$100K	SH
GFEB	FIRST TR EXCHNG TRADED FD VI	2K	$50K–$100K	SH
FIIG	FIRST TR EXCHANGE-TRADED FD	4K	$50K–$100K	SH
MUNI	PIMCO ETF TR	2K	$50K–$100K	SH
CIBR	FIRST TR EXCHANGE TRADED FD	1K	$50K–$100K	SH
NBIS	NEBIUS GROUP N.V.	1K	$50K–$100K	SH
DMAR	FIRST TR EXCHNG TRADED FD VI	2K	$50K–$100K	SH
GOVT	ISHARES TR	4K	$50K–$100K	SH
FSEP	FIRST TR EXCHNG TRADED FD VI	2K	$50K–$100K	SH
FDEC	FIRST TR EXCHNG TRADED FD VI	2K	$50K–$100K	SH
DECM	FIRST TR EXCHNG TRADED FD VI	3K	$50K–$100K	SH
QHY	WISDOMTREE TR	2K	$50K–$100K	SH
PAPR	INNOVATOR ETFS TRUST	2K	$50K–$100K	SH
AGG	ISHARES TR	858	$50K–$100K	SH
SPYI	NEOS ETF TRUST	2K	$50K–$100K	SH
DSI	ISHARES TR	651	$50K–$100K	SH
FMB	FIRST TR EXCH TRADED FD III	2K	$50K–$100K	SH
JAJL	INNOVATOR ETFS TRUST	3K	$50K–$100K	SH
EW	EDWARDS LIFESCIENCES CORP	960	$50K–$100K	SH
CINF	CINCINNATI FINL CORP	500	$50K–$100K	SH
CHAT	TIDAL TRUST II	1K	$50K–$100K	SH
NAPR	INNOVATOR ETFS TRUST	1K	$50K–$100K	SH
VZ	VERIZON COMMUNICATIONS INC	2K	$50K–$100K	SH
TAFI	AB ACTIVE ETFS INC	3K	$50K–$100K	SH
DGRW	WISDOMTREE TR	836	$50K–$100K	SH
XOM	EXXON MOBIL CORP	615	$50K–$100K	SH
TDIV	FIRST TR EXCHANGE TRADED FD	759	$50K–$100K	SH
BJUL	INNOVATOR ETFS TRUST	1K	$50K–$100K	SH
VOE	VANGUARD INDEX FDS	404	$50K–$100K	SH