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Evolution Wealth Management

Latest statistics and disclosures from Evolution Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are PSFF, SFLR, SPYM, SPD, SPYC, and represent 27.29% of Evolution Wealth Management's stock portfolio.
Added to shares of these 10 stocks: PSFF (+$5.6M), SPYM, VOO, NVDA, QQQ, AGGH, SPMO, SPD, EFG, OVB.
Started 200 new stock positions in RSP, PDBC, ICVT, TRV, DIA, FCTE, GVAL, SPGI, IWM, BK.
Reduced shares in these 10 stocks: IVVM, PSTP, VZ, AUGT, SBAR, DDEC, GSEP, SGOV, QFLR, SFLR.
Sold out of its positions in SPBX, AUGT, NLY, IVVM, BKNG, CME, CHTR, ECL, EMBJ, FBCG.
Evolution Wealth Management was a net buyer of stock by $22M.
Evolution Wealth Management has $121M in assets under management (AUM), dropping by 24.05%.
Central Index Key (CIK): 0002010029

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Portfolio Holdings for Evolution Wealth Management

Evolution Wealth Management holds 747 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Evolution Wealth Management has 747 total positions. Only the first 250 positions are shown.

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Download the Evolution Wealth Management December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Pacer Fds Tr Swan Sos Fd Of (PSFF)	9.3	$11M	+97%	349k	32.33	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	7.4	$9.0M	-2%	243k	36.86	View chart
Spdr Series Trust State Street Spd (SPYM)	4.2	$5.0M	+72%	63k	80.22	View chart
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)	3.7	$4.5M	+14%	115k	39.26	View chart
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)	2.7	$3.2M	+7%	75k	42.74	View chart
Listed Fds Tr Shares Core Bd (OVB)	2.0	$2.5M	+26%	120k	20.52	View chart
Listed Fds Tr Shares Lag Cap (OVL)	1.9	$2.3M	-3%	43k	53.21	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$2.2M	+20%	3.2k	684.94	View chart
NVIDIA Corporation (NVDA)	1.8	$2.2M	+64%	12k	186.51	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.8	$2.1M		79k	26.91	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	1.7	$2.1M	+11%	64k	32.05	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.6	$1.9M	+29%	7.4k	252.92	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$1.8M	+108%	2.9k	627.15	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	1.5	$1.8M	+61%	87k	20.70	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	1.5	$1.8M	+11%	37k	48.11	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	1.4	$1.7M		5.8k	300.33	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.2	$1.5M	+70%	13k	119.32	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.2	$1.5M	-12%	15k	100.38	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	1.2	$1.5M	-39%	42k	35.35	View chart
Ishares Tr Eafe Value Etf (EFV)	1.1	$1.3M	+62%	18k	71.41	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.1	$1.3M	+32%	6.5k	198.62	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.0	$1.3M	+70%	11k	113.92	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	1.0	$1.2M	-14%	36k	34.28	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.0	$1.2M	+37%	20k	60.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$1.1M	+196%	1.8k	614.21	View chart
Apple (AAPL)	0.9	$1.1M	+43%	4.0k	271.86	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$1.1M	+4%	2.2k	487.89	View chart
Microsoft Corporation (MSFT)	0.9	$1.0M	+12%	2.2k	483.58	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.8	$1.0M	+56%	11k	94.82	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$1.0M	+58%	8.2k	123.26	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.8	$982k	-7%	17k	59.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	0.7	$829k	-14%	18k	45.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.6	$707k		16k	44.29	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$698k	+85%	1.0k	681.92	View chart
Amazon (AMZN)	0.6	$689k	+8%	3.0k	230.82	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.6	$666k		18k	36.79	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.5	$630k		15k	43.54	View chart
Ssga Active Tr State Street Us (XLSR)	0.5	$630k	+161%	10k	62.31	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.5	$598k	+31%	12k	50.59	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$583k	+68%	21k	27.43	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.5	$562k		6.6k	84.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.5	$548k	-16%	12k	47.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.4	$537k		11k	47.57	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.4	$513k		1.9k	276.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.4	$498k	-23%	12k	43.41	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$479k	+40%	2.4k	199.68	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$476k	+161%	11k	44.41	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$465k	+16%	1.2k	396.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$457k	+867%	1.4k	335.27	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$442k	+156%	9.5k	46.81	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$438k	+231%	9.4k	46.54	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$431k	+52%	2.0k	212.07	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.4	$424k		6.1k	69.47	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.3	$416k	+30%	19k	21.90	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$415k	+8%	7.8k	52.88	View chart
Innovator Etfs Trust Index Autocallab (ACII)	0.3	$403k	NEW	16k	25.62	View chart
Ishares Tr Us Infrastruc (IFRA)	0.3	$388k	+65%	7.4k	52.62	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	0.3	$385k	+4%	3.8k	100.77	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$374k	+83%	4.9k	75.77	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$372k	+7%	6.0k	62.47	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$372k	+499%	16k	23.37	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.3	$369k		15k	25.38	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.3	$368k		3.6k	101.82	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$360k	+39%	1.1k	312.92	View chart
Bank of America Corporation (BAC)	0.3	$359k	+9%	6.5k	55.00	View chart
Innovator Etfs Trust Equity Defined P (ZAUG)	0.3	$359k		13k	26.71	View chart
Listed Fds Tr Overlay Shs Shrt (OVT)	0.3	$353k	-7%	16k	21.99	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$339k		3.4k	98.32	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$338k		1.5k	219.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.3	$336k		6.9k	48.84	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$334k	+4%	664.00	502.65	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$334k	+44%	4.6k	72.68	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$331k	+131%	3.0k	111.78	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$322k		3.1k	102.42	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.3	$304k	-7%	7.3k	41.48	View chart
Eli Lilly & Co. (LLY)	0.2	$300k	+973%	279.00	1074.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.2	$299k		6.7k	44.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.2	$298k		6.6k	44.91	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.2	$287k		7.2k	39.92	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$271k	+56%	4.7k	57.91	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$270k		1.4k	190.99	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$270k		6.2k	43.25	View chart
Ameren Corporation (AEE)	0.2	$269k		2.7k	99.86	View chart
Innovator Etfs Trust Equity Defined P (ZMAY)	0.2	$267k		11k	25.43	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.2	$259k		5.3k	49.25	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$250k	+524%	2.6k	95.22	View chart
Elevation Series Trust Trueshares Quart (QBER)	0.2	$248k	+12%	10k	23.97	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.2	$246k	-22%	8.5k	29.06	View chart
Tesla Motors (TSLA)	0.2	$233k	-19%	519.00	449.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.2	$233k	-48%	5.2k	45.09	View chart
Progressive Corporation (PGR)	0.2	$231k	+8333%	1.0k	227.72	View chart
Starbucks Corporation (SBUX)	0.2	$224k	+2561%	2.7k	84.21	View chart
Coreweave Com Cl A (CRWV)	0.2	$215k	NEW	3.0k	71.61	View chart
JPMorgan Chase & Co. (JPM)	0.2	$212k	+78%	659.00	322.22	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.2	$211k	-53%	8.1k	26.16	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)	0.2	$208k	-2%	8.5k	24.61	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$208k	+9%	2.3k	91.38	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.2	$203k	+76%	5.2k	39.11	View chart
Broadcom (AVGO)	0.2	$203k	+117%	586.00	346.22	View chart
CVS Caremark Corporation (CVS)	0.2	$199k	+1958%	2.5k	79.36	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$194k	-15%	3.2k	59.93	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.2	$187k	NEW	4.3k	43.38	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.2	$186k	NEW	5.6k	33.05	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$185k	+11%	2.8k	66.00	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$181k	+176%	3.9k	46.86	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$177k		4.6k	38.17	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$176k	+41%	1.2k	141.16	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$176k	+695%	3.3k	52.77	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.1	$175k		3.5k	49.86	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$175k	NEW	1.2k	141.13	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$170k	-24%	3.9k	44.05	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$169k	-10%	2.3k	72.62	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$168k	+6146%	1.7k	96.16	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$168k	+101%	3.7k	44.71	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$167k	+28%	464.00	360.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$166k		3.5k	47.72	View chart
Innovator Etfs Trust Equity Defined P (ZMAR)	0.1	$165k		6.0k	27.49	View chart
Cornerstone Strategic Value (CLM)	0.1	$162k		19k	8.36	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$161k	-19%	3.1k	51.60	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$161k	+31%	1.8k	89.46	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$160k	+13%	337.00	473.30	View chart
Lam Research Corp Com New (LRCX)	0.1	$157k	+77%	917.00	171.18	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.1	$157k		6.1k	25.74	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.1	$154k	-14%	2.7k	57.24	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$154k	+90%	2.3k	67.22	View chart
Abbott Laboratories (ABT)	0.1	$153k	+82%	1.2k	125.29	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$152k	-14%	3.3k	46.71	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$151k	+13%	480.00	313.95	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$151k	-15%	1.9k	81.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.1	$150k	-38%	3.8k	39.35	View chart
Innovator Etfs Trust Equity Dual Dirt (DDFL)	0.1	$150k		7.3k	20.55	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.1	$149k	+30%	2.9k	51.75	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.1	$149k	NEW	3.0k	49.42	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$145k	NEW	3.2k	45.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.1	$143k		3.8k	37.82	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.1	$142k		5.6k	25.17	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$141k		1.2k	113.10	View chart
Abbvie (ABBV)	0.1	$140k	+505%	612.00	228.49	View chart
Goldman Sachs (GS)	0.1	$140k		159.00	879.00	View chart
Palantir Technologies Cl A (PLTR)	0.1	$139k	+72%	782.00	177.75	View chart
Meta Platforms Cl A (META)	0.1	$138k	+31%	208.00	661.48	View chart
Northrop Grumman Corporation (NOC)	0.1	$134k	+6%	235.00	570.21	View chart
McDonald's Corporation (MCD)	0.1	$134k	+14%	437.00	305.63	View chart
Wisdomtree Tr Mortgage Plus Bd (MTGP)	0.1	$129k	-18%	2.9k	44.55	View chart
Micron Technology (MU)	0.1	$129k	+1229%	452.00	285.27	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (AUGM)	0.1	$128k		3.7k	34.03	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.1	$125k	+94%	1.7k	74.09	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$121k	+86%	843.00	143.52	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$117k		2.4k	47.79	View chart
Home Depot (HD)	0.1	$117k	+162%	339.00	344.10	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$116k	+3%	2.2k	53.76	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$116k	-23%	6.6k	17.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM)	0.1	$115k		3.5k	32.66	View chart
Johnson & Johnson (JNJ)	0.1	$115k	+356%	557.00	206.95	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$114k	+78%	442.00	257.95	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$113k	-28%	3.4k	33.45	View chart
Rli (RLI)	0.1	$113k	NEW	1.8k	63.98	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$112k	+135%	2.7k	40.86	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.1	$112k		3.3k	34.24	View chart
Sofi Technologies (SOFI)	0.1	$111k		4.2k	26.18	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$110k	+207%	1.3k	82.32	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$107k		879.00	121.75	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$105k	+108%	1.4k	74.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.1	$104k	NEW	2.6k	39.72	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$102k	+22%	1.2k	83.75	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$102k	+218%	325.00	314.80	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$101k	+10%	2.0k	49.65	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$100k	NEW	933.00	106.70	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.1	$99k	+10%	2.0k	50.28	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$99k	-5%	1.7k	56.81	View chart
International Business Machines (IBM)	0.1	$96k	+6%	324.00	296.21	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$96k		1.5k	64.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.1	$94k		2.3k	41.53	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.1	$93k		4.4k	21.20	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$93k	NEW	1.8k	52.41	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$93k	-46%	1.3k	71.45	View chart
Nebius Group Shs Class A (NBIS)	0.1	$92k	NEW	1.1k	83.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.1	$92k		2.2k	41.65	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$91k	NEW	4.0k	23.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$90k	-38%	1.8k	51.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.1	$88k		1.7k	51.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)	0.1	$88k		2.7k	32.85	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.1	$88k	-33%	1.9k	46.44	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$87k		2.2k	39.12	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$86k	+113%	858.00	99.88	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$85k	NEW	1.6k	52.53	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$84k	+64%	651.00	128.83	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$83k		1.6k	51.13	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.1	$83k		2.9k	29.06	View chart
Edwards Lifesciences (EW)	0.1	$82k		960.00	85.25	View chart
Cincinnati Financial Corporation (CINF)	0.1	$82k	NEW	500.00	163.32	View chart
Tidal Trust Ii Roundhill Gener (CHAT)	0.1	$81k	+218%	1.4k	58.96	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.1	$77k		1.4k	53.70	View chart
Verizon Communications (VZ)	0.1	$77k	-86%	1.9k	40.72	View chart
Ab Active Etfs Tax Aware Shrt (TAFI)	0.1	$75k	NEW	3.0k	25.21	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$75k	+65%	836.00	89.43	View chart
Exxon Mobil Corporation (XOM)	0.1	$74k	+6%	615.00	120.27	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$74k		759.00	96.84	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.1	$73k	-51%	1.4k	50.76	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$72k	-19%	404.00	177.37	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.1	$71k	NEW	1.8k	40.13	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$71k	+69%	830.00	85.37	View chart
Lockheed Martin Corporation (LMT)	0.1	$70k		144.00	483.67	View chart
FactSet Research Systems (FDS)	0.1	$70k	NEW	240.00	290.19	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$69k	+64%	1.5k	47.85	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$69k	NEW	703.00	98.50	View chart
Metropcs Communications (TMUS)	0.1	$69k	+9%	341.00	203.04	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$69k	+560%	786.00	87.16	View chart
Advanced Micro Devices (AMD)	0.1	$68k	+45%	317.00	214.16	View chart
Constellation Energy (CEG)	0.1	$66k	NEW	188.00	353.27	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$66k		1.0k	65.48	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$65k	-13%	2.0k	32.62	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.1	$64k	-3%	2.4k	26.78	View chart
Elevation Series Trust Trueshares Seaso (ONEZ)	0.1	$63k		2.4k	25.97	View chart
Boeing Company (BA)	0.1	$63k	+4%	289.00	217.12	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$62k		1.2k	50.04	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$62k	+89%	2.6k	23.38	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$62k	-32%	1.2k	50.86	View chart
First Trust S&P REIT Index Fund (FRI)	0.1	$61k	+16%	2.2k	27.31	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$61k	+6%	768.00	78.81	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.0	$60k		551.00	109.66	View chart
Etf Opportunities Trust Smi 3fourteen Re (RAA)	0.0	$60k	NEW	2.2k	27.49	View chart
Simon Property (SPG)	0.0	$59k		317.00	185.11	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.0	$59k		940.00	62.37	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.0	$59k		1.5k	38.32	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$57k	NEW	616.00	93.08	View chart
Pimco Etf Tr Preferred And Cp (PRFD)	0.0	$57k	+10%	1.1k	51.51	View chart
Spdr Series Trust Bloomberg Enhncd (CERY)	0.0	$57k	+159%	2.0k	28.55	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$57k	-13%	1.0k	54.77	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$57k	+64%	984.00	57.58	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$56k		404.00	139.16	View chart
Alps Etf Tr Riverfrnt Dymc (RFDA)	0.0	$56k		881.00	63.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.0	$55k	-29%	1.4k	39.99	View chart
Fidelity Covington Trust Fidelity Us Mltf (FLRG)	0.0	$55k		1.4k	37.95	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$54k	+209%	703.00	77.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.0	$54k		1.1k	48.99	View chart
Innovator Etfs Trust Equity Defnd 1yr (ZJUN)	0.0	$52k		1.9k	26.84	View chart
Wisdomtree Tr Em Lcl Debt Fd (ELD)	0.0	$52k	-36%	1.8k	29.20	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.0	$52k		1.3k	39.33	View chart
Innovator Etfs Trust Equity Dual Dirc (DDFS)	0.0	$51k		2.4k	21.19	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.0	$51k		1.3k	38.75	View chart
Altria (MO)	0.0	$51k		886.00	57.68	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$51k		1.3k	40.72	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.0	$51k		1.3k	38.06	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	0.0	$51k		992.00	51.06	View chart
Chevron Corporation (CVX)	0.0	$50k	+24%	330.00	152.41	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.0	$50k	NEW	990.00	50.43	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$50k	+16%	1.0k	48.32	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.0	$49k	+122%	839.00	58.74	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$49k	NEW	349.00	141.06	View chart

Past Filings by Evolution Wealth Management

SEC 13F filings are viewable for Evolution Wealth Management going back to 2025

Evolution Wealth Management 2025 Q4 filed Feb. 10, 2026
Evolution Wealth Management 2025 Q3 restated filed Feb. 10, 2026
Evolution Wealth Management 2025 Q3 filed Oct. 23, 2025
Evolution Wealth Management 2025 Q2 filed Aug. 29, 2025

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