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 201–250 of 747
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AOK | ISHARES TR | 2K | $50K–$100K | SH |
| GLDM | WORLD GOLD TR | 830 | $50K–$100K | SH |
| LMT | LOCKHEED MARTIN CORP | 144 | $50K–$100K | SH |
| FDS | FACTSET RESH SYS INC | 240 | $50K–$100K | SH |
| EAGG | ISHARES TR | 1K | $50K–$100K | SH |
| ICVT | ISHARES TR | 703 | $50K–$100K | SH |
| TMUS | T-MOBILE US INC | 341 | $50K–$100K | SH |
| TLT | ISHARES TR | 786 | $50K–$100K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 317 | $50K–$100K | SH |
| CEG | CONSTELLATION ENERGY CORP | 188 | $50K–$100K | SH |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 1K | $50K–$100K | SH |
| SCHG | SCHWAB STRATEGIC TR | 2K | $50K–$100K | SH |
| ZSEP | INNOVATOR ETFS TRUST | 2K | $50K–$100K | SH |
| ONEZ | ELEVATION SERIES TRUST | 2K | $50K–$100K | SH |
| BA | BOEING CO | 289 | $50K–$100K | SH |
| BAUG | INNOVATOR ETFS TRUST | 1K | $50K–$100K | SH |
| SUSC | ISHARES TR | 3K | $50K–$100K | SH |
| AIQ | GLOBAL X FDS | 1K | $50K–$100K | SH |
| FRI | FIRST TR EXCHANGE-TRADED FD | 2K | $50K–$100K | SH |
| BSV | VANGUARD BD INDEX FDS | 768 | $50K–$100K | SH |
| QTUM | ETF SER SOLUTIONS | 551 | $50K–$100K | SH |
| RAA | ETF OPPORTUNITIES TRUST | 2K | $50K–$100K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 317 | $50K–$100K | SH |
| XMLV | INVESCO EXCH TRADED FD TR II | 940 | $50K–$100K | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 2K | $50K–$100K | SH |
| BOND | PIMCO ETF TR | 616 | $50K–$100K | SH |
| PRFD | PIMCO ETF TR | 1K | $50K–$100K | SH |
| CERY | SPDR SERIES TRUST | 2K | $50K–$100K | SH |
| XLF | SELECT SECTOR SPDR TR | 1K | $50K–$100K | SH |
| USXF | ISHARES TR | 984 | $50K–$100K | SH |
| SDY | SPDR SERIES TRUST | 404 | $50K–$100K | SH |
| RFDA | ALPS ETF TR | 881 | $50K–$100K | SH |
| GAPR | FIRST TR EXCHNG TRADED FD VI | 1K | $50K–$100K | SH |
| FLRG | FIDELITY COVINGTON TRUST | 1K | $50K–$100K | SH |
| AVEM | AMERICAN CENTY ETF TR | 703 | $50K–$100K | SH |
| FOCT | FIRST TR EXCHNG TRADED FD VI | 1K | $50K–$100K | SH |
| ZJUN | INNOVATOR ETFS TRUST | 2K | $50K–$100K | SH |
| ELD | WISDOMTREE TR | 2K | $50K–$100K | SH |
| USEP | INNOVATOR ETFS TRUST | 1K | $50K–$100K | SH |
| DDFS | INNOVATOR ETFS TRUST | 2K | $50K–$100K | SH |
| UJUL | INNOVATOR ETFS TRUST | 1K | $50K–$100K | SH |
| MO | ALTRIA GROUP INC | 886 | $50K–$100K | SH |
| PFEB | INNOVATOR ETFS TRUST | 1K | $50K–$100K | SH |
| UNOV | INNOVATOR ETFS TRUST | 1K | $50K–$100K | SH |
| JMTG | J P MORGAN EXCHANGE TRADED F | 992 | $50K–$100K | SH |
| CVX | CHEVRON CORP NEW | 330 | $50K–$100K | SH |
| SMMU | PIMCO ETF TR | 990 | $15K–$50K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 1K | $15K–$50K | SH |
| AVSC | AMERICAN CENTY ETF TR | 839 | $15K–$50K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 349 | $15K–$50K | SH |