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 401–450 of 747
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| INTC | INTEL CORP | 380 | $1K–$15K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 73 | $1K–$15K | SH |
| IXUS | ISHARES TR | 160 | $1K–$15K | SH |
| SCHV | SCHWAB STRATEGIC TR | 456 | $1K–$15K | SH |
| PNOV | INNOVATOR ETFS TRUST | 323 | $1K–$15K | SH |
| EZM | WISDOMTREE TR | 200 | $1K–$15K | SH |
| PATH | UIPATH INC | 809 | $1K–$15K | SH |
| DFAC | DIMENSIONAL ETF TRUST | 334 | $1K–$15K | SH |
| HBT | HBT FINL INC. | 500 | $1K–$15K | SH |
| ITOT | ISHARES TR | 85 | $1K–$15K | SH |
| RFEM | FIRST TR EXCH TRADED FD III | 159 | $1K–$15K | SH |
| DELL | DELL TECHNOLOGIES INC | 100 | $1K–$15K | SH |
| ORCL | ORACLE CORP | 64 | $1K–$15K | SH |
| RLJ-PA | RLJ LODGING TR | 500 | $1K–$15K | SH |
| GCC | WISDOMTREE TR | 588 | $1K–$15K | SH |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 935 | $1K–$15K | SH |
| QCOM | QUALCOMM INC | 72 | $1K–$15K | SH |
| SHOP | SHOPIFY INC | 76 | $1K–$15K | SH |
| DVN | DEVON ENERGY CORP NEW | 331 | $1K–$15K | SH |
| AVRE | AMERICAN CENTY ETF TR | 278 | $1K–$15K | SH |
| AR | ANTERO RESOURCES CORP | 350 | $1K–$15K | SH |
| JAAA | JANUS DETROIT STR TR | 238 | $1K–$15K | SH |
| ENB | ENBRIDGE INC | 250 | $1K–$15K | SH |
| XMTR | XOMETRY INC | 200 | $1K–$15K | SH |
| HQH | ABRDN HEALTHCARE INVESTORS | 628 | $1K–$15K | SH |
| BNS | BANK NOVA SCOTIA HALIFAX | 160 | $1K–$15K | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 118 | $1K–$15K | SH |
| DHR | DANAHER CORPORATION | 50 | $1K–$15K | SH |
| COIN | COINBASE GLOBAL INC | 50 | $1K–$15K | SH |
| EWBC | EAST WEST BANCORP INC | 100 | $1K–$15K | SH |
| FAPR | FIRST TR EXCHNG TRADED FD VI | 250 | $1K–$15K | SH |
| QGRW | WISDOMTREE TR | 188 | $1K–$15K | SH |
| MLPX | GLOBAL X FDS | 180 | $1K–$15K | SH |
| CAT | CATERPILLAR INC | 19 | $1K–$15K | SH |
| XAR | SPDR SERIES TRUST | 44 | $1K–$15K | SH |
| MDT | MEDTRONIC PLC | 111 | $1K–$15K | SH |
| PFE | PFIZER INC | 428 | $1K–$15K | SH |
| TJX | TJX COS INC NEW | 69 | $1K–$15K | SH |
| IGV | ISHARES TR | 100 | $1K–$15K | SH |
| OVM | LISTED FDS TR | 491 | $1K–$15K | SH |
| SCHB | SCHWAB STRATEGIC TR | 401 | $1K–$15K | SH |
| CORP | PIMCO ETF TR | 105 | $1K–$15K | SH |
| CLSK | CLEANSPARK INC | 1K | $1K–$15K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 314 | $1K–$15K | SH |
| SHW | SHERWIN WILLIAMS CO | 31 | $1K–$15K | SH |
| DG | DOLLAR GEN CORP NEW | 75 | $1K–$15K | SH |
| ARKG | ARK ETF TR | 338 | $1K–$15K | SH |
| HL | HECLA MNG CO | 500 | $1K–$15K | SH |
| RWX | SPDR INDEX SHS FDS | 342 | $1K–$15K | SH |
| VIS | VANGUARD WORLD FD | 32 | $1K–$15K | SH |