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 301–350 of 747
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DMXF | ISHARES TR | 419 | $15K–$50K | SH |
| HACK | AMPLIFY ETF TR | 382 | $15K–$50K | SH |
| XME | SPDR SERIES TRUST | 296 | $15K–$50K | SH |
| MA | MASTERCARD INCORPORATED | 54 | $15K–$50K | SH |
| FITB | FIFTH THIRD BANCORP | 652 | $15K–$50K | SH |
| MINT | PIMCO ETF TR | 296 | $15K–$50K | SH |
| NFLX | NETFLIX INC | 310 | $15K–$50K | SH |
| PSX | PHILLIPS 66 | 225 | $15K–$50K | SH |
| IUSV | ISHARES TR | 281 | $15K–$50K | SH |
| IFEB | INNOVATOR ETFS TRUST | 935 | $15K–$50K | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 180 | $15K–$50K | SH |
| O | REALTY INCOME CORP | 500 | $15K–$50K | SH |
| VICI | VICI PPTYS INC | 1K | $15K–$50K | SH |
| FMHI | FIRST TR EXCH TRADED FD III | 582 | $15K–$50K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 100 | $15K–$50K | SH |
| KJUL | INNOVATOR ETFS TRUST | 878 | $15K–$50K | SH |
| NOW | SERVICENOW INC | 180 | $15K–$50K | SH |
| KO | COCA COLA CO | 390 | $15K–$50K | SH |
| BUFG | FIRST TR EXCHNG TRADED FD VI | 989 | $15K–$50K | SH |
| USAU | U S GOLD CORP | 1K | $15K–$50K | SH |
| POWL | POWELL INDS INC | 85 | $15K–$50K | SH |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 979 | $15K–$50K | SH |
| VLO | VALERO ENERGY CORP | 163 | $15K–$50K | SH |
| LOW | LOWES COS INC | 110 | $15K–$50K | SH |
| PG | PROCTER AND GAMBLE CO | 184 | $15K–$50K | SH |
| TIP | ISHARES TR | 239 | $15K–$50K | SH |
| COF | CAPITAL ONE FINL CORP | 107 | $15K–$50K | SH |
| BLK | BLACKROCK INC | 24 | $15K–$50K | SH |
| DUK | DUKE ENERGY CORP NEW | 218 | $15K–$50K | SH |
| IAU | ISHARES GOLD TR | 308 | $15K–$50K | SH |
| DFUS | DIMENSIONAL ETF TRUST | 336 | $15K–$50K | SH |
| V | VISA INC | 71 | $15K–$50K | SH |
| AXP | AMERICAN EXPRESS CO | 67 | $15K–$50K | SH |
| WMT | WALMART INC | 219 | $15K–$50K | SH |
| LOUP | INNOVATOR ETFS TRUST | 315 | $15K–$50K | SH |
| ONEQ | FIDELITY COMWLTH TR | 254 | $15K–$50K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 201 | $15K–$50K | SH |
| MUB | ISHARES TR | 215 | $15K–$50K | SH |
| PULS | PGIM ETF TR | 461 | $15K–$50K | SH |
| GMAY | FIRST TR EXCHNG TRADED FD VI | 552 | $15K–$50K | SH |
| DXJ | WISDOMTREE TR | 154 | $15K–$50K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 600 | $15K–$50K | SH |
| OHI | OMEGA HEALTHCARE INVS INC | 500 | $15K–$50K | SH |
| SOXX | ISHARES TR | 73 | $15K–$50K | SH |
| UMAY | INNOVATOR ETFS TRUST | 600 | $15K–$50K | SH |
| EXC | EXELON CORP | 500 | $15K–$50K | SH |
| UNH | UNITEDHEALTH GROUP INC | 65 | $15K–$50K | SH |
| DX | DYNEX CAP INC | 2K | $15K–$50K | SH |
| AVDV | AMERICAN CENTY ETF TR | 224 | $15K–$50K | SH |
| DOCU | DOCUSIGN INC | 306 | $15K–$50K | SH |