Evolution Wealth Management
$174M 13F equity value
1,074 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Evolution Wealth Management covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 171,804 | $15M | 8.9% |
| PSFF | PACER FDS TR | 232,083 | $8M | 4.7% |
| SFLR | INNOVATOR ETFS TRUST | 196,140 | $8M | 4.4% |
| SPMO | INVESCO EXCH TRADED FD TR II | 42,501 | $6M | 3.7% |
| QQQM | INVESCO EXCH TRADED FD TR II | 21,092 | $6M | 3.7% |
| SPD | SIMPLIFY EXCHANGE TRADED FUN | 137,684 | $6M | 3.3% |
| OVB | LISTED FDS TR | 257,921 | $5M | 2.9% |
| SPYC | SIMPLIFY EXCHANGE TRADED FUN | 108,945 | $5M | 2.9% |
| SPBW | AIM ETF PRODUCTS TRUST | 156,456 | $5M | 2.6% |
| EFV | ISHARES TR | 56,077 | $4M | 2.6% |
Track Evolution Wealth Management's 13F portfolio: $174M in reported holdings, 1,074 positions. Top holdings and quarterly changes on SentiSense.
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