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 351–400 of 747
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TMO | THERMO FISHER SCIENTIFIC INC | 36 | $15K–$50K | SH |
| LCTD | BLACKROCK ETF TRUST | 379 | $15K–$50K | SH |
| DAL | DELTA AIR LINES INC DEL | 297 | $15K–$50K | SH |
| LIN | LINDE PLC | 48 | $15K–$50K | SH |
| NUE | NUCOR CORP | 125 | $15K–$50K | SH |
| DIS | DISNEY WALT CO | 174 | $15K–$50K | SH |
| ESGE | ISHARES INC | 440 | $15K–$50K | SH |
| XLI | SELECT SECTOR SPDR TR | 125 | $15K–$50K | SH |
| FCTE | ETF OPPORTUNITIES TRUST | 776 | $15K–$50K | SH |
| MLM | MARTIN MARIETTA MATLS INC | 31 | $15K–$50K | SH |
| PANW | PALO ALTO NETWORKS INC | 104 | $15K–$50K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 225 | $15K–$50K | SH |
| COPX | GLOBAL X FDS | 264 | $15K–$50K | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 572 | $15K–$50K | SH |
| AROC | ARCHROCK INC | 719 | $15K–$50K | SH |
| UNM | UNUM GROUP | 241 | $15K–$50K | SH |
| RFFC | ALPS ETF TR | 276 | $15K–$50K | SH |
| XSOE | WISDOMTREE TR | 470 | $15K–$50K | SH |
| CCL | CARNIVAL CORP | 600 | $15K–$50K | SH |
| FN | FABRINET | 40 | $15K–$50K | SH |
| BLV | VANGUARD BD INDEX FDS | 250 | $15K–$50K | SH |
| LTC | LTC PPTYS INC | 500 | $15K–$50K | SH |
| MPC | MARATHON PETE CORP | 103 | $15K–$50K | SH |
| EBAY | EBAY INC. | 189 | $15K–$50K | SH |
| C | CITIGROUP INC | 141 | $15K–$50K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 285 | $15K–$50K | SH |
| UPS | UNITED PARCEL SERVICE INC | 164 | $15K–$50K | SH |
| SAR | SARATOGA INVT CORP | 701 | $15K–$50K | SH |
| WTV | WISDOMTREE TR | 173 | $15K–$50K | SH |
| BK | BANK NEW YORK MELLON CORP | 139 | $15K–$50K | SH |
| IYF | ISHARES TR | 124 | $15K–$50K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 34 | $15K–$50K | SH |
| WTMF | WISDOMTREE TR | 405 | $15K–$50K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 32 | $15K–$50K | SH |
| PRU | PRUDENTIAL FINL INC | 134 | $15K–$50K | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 440 | $15K–$50K | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 570 | $15K–$50K | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 860 | $1K–$15K | SH |
| MGK | VANGUARD WORLD FD | 36 | $1K–$15K | SH |
| TRIN | TRINITY CAP INC | 1K | $1K–$15K | SH |
| T | AT&T INC | 589 | $1K–$15K | SH |
| IX | ORIX CORP | 500 | $1K–$15K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 38 | $1K–$15K | SH |
| GLP | GLOBAL PARTNERS LP | 345 | $1K–$15K | SH |
| JSI | JANUS DETROIT STR TR | 277 | $1K–$15K | SH |
| RSG | REPUBLIC SVCS INC | 68 | $1K–$15K | SH |
| PPI | INVESTMENT MANAGERS SER TR I | 771 | $1K–$15K | SH |
| OMF | ONEMAIN HLDGS INC | 212 | $1K–$15K | SH |
| IWR | ISHARES TR | 148 | $1K–$15K | SH |
| OVF | LISTED FDS TR | 484 | $1K–$15K | SH |