Evolution Wealth Management
$170M 13F equity value
982 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Evolution Wealth Management covers the quarter ended June 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 | 134,440 | $12M | 6.9% |
| SFLR | INNOVATOR ETFS TRUST | 218,621 | $8M | 5.0% |
| PSFF | PACER FDS TR | 234,797 | $8M | 4.7% |
| SPD | SIMPLIFY EXCHANGE TRADED FUN | 135,699 | $6M | 3.3% |
| SPMO | INVESCO EXCH TRADED FD TR II | 33,146 | $5M | 3.1% |
| QQQM | INVESCO EXCH TRADED FD TR II | 17,301 | $5M | 3.1% |
| SPYC | SIMPLIFY EXCHANGE TRADED FUN | 108,823 | $5M | 2.9% |
| OVB | LISTED FDS TR | 217,195 | $4M | 2.6% |
| SPBW | AIM ETF PRODUCTS TRUST | 145,350 | $4M | 2.5% |
| EFG | ISHARES TR | 26,672 | $3M | 2.0% |
Track Evolution Wealth Management's 13F portfolio: $170M in reported holdings, 982 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}