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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 SFLR, PSFF, SPD, SPYC, SPLG, and represent 24.98% of Evolution Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPYC, IVVM, HEQT, SPLG, DBEF, QQQM, PSTP, SCHX, AGGH, SPMO.
Started 118 new stock positions in SPBX, BSCS, DBEF, TDV, SOFI, IVVM, PNC, ZJUN, IWX, PMBS.
Reduced shares in these 10 stocks: SFLR (-$5.2M), QQQ, SPY, OVL, QFLR, DAPR, PSFF, IVV, UDEC, DVY.
Sold out of its positions in BTAL, APD, AMGN, APH, DIVO, BUD, ACHR, ADSK, ADP, BBY.
Evolution Wealth Management was a net buyer of stock by $11M.
Evolution Wealth Management has $97M in assets under management (AUM), dropping by 20.05%.
Central Index Key (CIK): 0002010029

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Portfolio Holdings for Evolution Wealth Management

Evolution Wealth Management holds 591 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Evolution Wealth Management has 591 total positions. Only the first 250 positions are shown.

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Download the Evolution Wealth Management September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Innovator Etfs Trust Quity Managd Flr (SFLR)	9.2	$9.0M	-36%	248k	36.03	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	5.7	$5.6M	-5%	177k	31.60	View chart
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)	4.1	$4.0M	+5%	100k	39.51	View chart
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)	3.1	$3.0M	+931%	70k	42.86	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	2.9	$2.9M	+155%	37k	78.34	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	2.5	$2.4M	+90%	70k	34.78	View chart
Listed Fds Tr Shares Lag Cap (OVL)	2.4	$2.4M	-19%	45k	52.32	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.1	$2.1M	+69%	78k	26.34	View chart
Listed Fds Tr Shares Core Bd (OVB)	2.0	$2.0M	+5%	95k	20.83	View chart
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM)	1.9	$1.9M	NEW	55k	34.20	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	1.8	$1.8M	NEW	58k	31.24	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$1.8M	-11%	2.7k	669.30	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.8	$1.7M	+15%	17k	100.70	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	1.8	$1.7M		5.8k	294.32	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	1.6	$1.5M	NEW	33k	46.42	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.5	$1.4M	+51972%	5.7k	247.12	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	1.4	$1.4M	-25%	42k	33.15	View chart
NVIDIA Corporation (NVDA)	1.4	$1.3M	+4%	7.1k	186.58	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	1.1	$1.1M	+286%	54k	20.71	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.1	$1.0M	-7%	18k	57.52	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$1.0M		2.1k	479.61	View chart
Microsoft Corporation (MSFT)	1.0	$996k		1.9k	517.96	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.0	$955k	-7%	4.9k	194.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	1.0	$948k		21k	44.32	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.9	$897k	+468%	7.4k	121.06	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.9	$854k	-11%	14k	59.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$853k	+86%	1.4k	612.27	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$767k	+78%	11k	67.83	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.8	$738k	+86%	6.5k	113.88	View chart
Apple (AAPL)	0.7	$711k		2.8k	254.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.7	$690k		16k	43.20	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.7	$657k	NEW	6.9k	95.68	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.7	$648k		18k	35.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.7	$643k	-13%	14k	46.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.7	$635k		15k	42.14	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$624k		5.2k	120.73	View chart
Verizon Communications (VZ)	0.6	$613k	-2%	14k	43.95	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.6	$607k	+16%	15k	41.80	View chart
Amazon (AMZN)	0.6	$604k	-8%	2.8k	219.57	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.6	$567k	-2%	6.7k	84.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.5	$530k		11k	46.70	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.5	$507k		1.9k	273.65	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.5	$457k	+66%	9.0k	50.73	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.5	$457k	NEW	17k	26.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.5	$441k	-21%	10k	43.77	View chart
Aim Etf Products Trust Allianzim Us Lgr (AUGT)	0.4	$430k	NEW	12k	34.88	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.4	$411k		6.1k	67.26	View chart
Listed Fds Tr Overlay Shs Shrt (OVT)	0.4	$390k	+22%	17k	22.38	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.4	$384k	NEW	7.2k	53.03	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.4	$369k	-4%	3.7k	100.75	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	0.4	$369k	+134%	3.6k	101.19	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$368k	-60%	552.00	666.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$366k	-71%	610.00	600.37	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.4	$362k		15k	24.96	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$359k	+3%	1.0k	355.47	View chart
Innovator Etfs Trust Equity Defined P (ZAUG)	0.4	$356k	+135%	13k	26.46	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$345k		13k	27.30	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$334k	+3%	1.7k	195.86	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$333k	-9%	3.4k	96.68	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$333k		5.6k	59.92	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$332k	+23%	1.5k	215.79	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$330k		3.1k	104.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.3	$322k	-3%	6.9k	46.82	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$320k	+9%	637.00	502.74	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.3	$318k	+185%	15k	21.87	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.3	$318k	-4%	8.0k	39.88	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.3	$314k	NEW	11k	28.73	View chart
Bank of America Corporation (BAC)	0.3	$308k		6.0k	51.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.3	$297k	+337%	6.8k	43.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.3	$294k	-30%	6.6k	44.20	View chart
Tesla Motors (TSLA)	0.3	$286k		643.00	444.72	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.3	$283k	NEW	7.2k	39.31	View chart
Ameren Corporation (AEE)	0.3	$280k		2.7k	104.38	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$275k		1.3k	206.51	View chart
Innovator Etfs Trust Equity Defined P (ZMAY)	0.3	$266k		11k	25.11	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.3	$261k	-2%	6.1k	42.47	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$259k		1.4k	186.49	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.3	$254k	NEW	5.3k	48.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.2	$239k	-59%	6.2k	38.64	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$236k	+288%	4.5k	52.82	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.2	$231k		3.9k	59.61	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$231k	+2%	3.9k	59.91	View chart
Elevation Series Trust Trueshares Quart (QBER)	0.2	$226k	+235%	9.2k	24.64	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.2	$225k	-3%	5.1k	44.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.2	$215k	-22%	5.7k	38.08	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$215k	-7%	3.2k	67.51	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)	0.2	$210k		8.7k	24.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.2	$207k		5.1k	40.47	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$203k	-7%	3.9k	52.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$201k	+7%	825.00	243.10	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$195k	NEW	2.7k	72.26	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.2	$191k		2.1k	91.75	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.2	$185k		2.6k	71.11	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$185k	+47%	2.4k	76.01	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.2	$180k	-12%	3.2k	57.10	View chart
Robinhood Mkts Com Cl A (HOOD)	0.2	$179k	+404%	1.2k	143.18	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$175k	+2%	4.1k	42.79	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.2	$175k	-12%	3.8k	45.99	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.2	$175k	-6%	2.2k	79.51	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$173k		3.7k	46.81	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.2	$173k	NEW	4.6k	37.27	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.2	$172k	NEW	3.5k	48.88	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.2	$171k	-14%	3.0k	57.19	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$167k	-23%	1.9k	89.36	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$165k		2.5k	65.26	View chart
Innovator Etfs Trust Equity Defined P (ZMAR)	0.2	$162k	-6%	6.0k	27.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.2	$162k	-29%	3.5k	46.54	View chart
Cornerstone Strategic Value (CLM)	0.2	$161k		19k	8.28	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.2	$160k	-7%	4.8k	33.68	View chart
Wisdomtree Tr Mortgage Plus Bd (MTGP)	0.2	$158k	-8%	3.6k	44.55	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.2	$154k	-14%	6.1k	25.26	View chart
Innovator Etfs Trust Equity Dual Dirt (DDFL)	0.2	$147k	NEW	7.3k	20.19	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$146k	-8%	8.6k	17.01	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.1	$146k		2.9k	49.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$143k		2.8k	50.54	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.1	$142k	+127%	5.6k	25.19	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$140k		298.00	468.41	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$139k	+36%	1.3k	108.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.1	$139k	-47%	3.8k	36.68	View chart
Northrop Grumman Corporation (NOC)	0.1	$134k		220.00	609.32	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$133k	+16%	2.8k	46.71	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.1	$132k	-5%	2.8k	46.55	View chart
Goldman Sachs (GS)	0.1	$129k	+10%	162.00	796.35	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (AUGM)	0.1	$126k	NEW	3.7k	33.64	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$122k		883.00	137.74	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$119k	+8%	1.4k	87.31	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$119k	+8%	1.8k	65.00	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$118k		362.00	326.36	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.1	$118k	+93%	2.2k	53.28	View chart
Vanguard World Health Car Etf (VHT)	0.1	$118k	+243%	453.00	259.60	View chart
JPMorgan Chase & Co. (JPM)	0.1	$116k	+39%	369.00	315.43	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$116k		2.4k	47.63	View chart
Meta Platforms Cl A (META)	0.1	$116k	+27%	158.00	736.34	View chart
McDonald's Corporation (MCD)	0.1	$116k	-3%	381.00	303.89	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$115k	NEW	2.9k	38.97	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$114k		2.1k	54.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM)	0.1	$114k		3.5k	32.18	View chart
Sofi Technologies (SOFI)	0.1	$112k	NEW	4.2k	26.42	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.1	$111k		3.3k	33.82	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$106k	+1658%	879.00	120.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$103k	+9%	422.00	243.63	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$102k	-32%	1.8k	55.33	View chart
Iron Mountain (IRM)	0.1	$98k		960.00	101.92	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.1	$93k	-21%	4.4k	21.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.1	$91k		2.3k	40.57	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.1	$91k	NEW	1.8k	51.07	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$90k	-32%	4.6k	19.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.1	$90k		2.2k	40.77	View chart
Abbott Laboratories (ABT)	0.1	$90k		668.00	133.94	View chart
Broadcom (AVGO)	0.1	$89k	+106%	270.00	329.91	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$88k		1.8k	49.39	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$88k		504.00	174.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)	0.1	$86k		2.7k	32.26	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$86k		2.2k	38.36	View chart
International Business Machines (IBM)	0.1	$86k		303.00	282.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.1	$85k		1.7k	49.24	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$84k	+335%	998.00	84.11	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$83k	+196%	1.6k	50.70	View chart
Palantir Technologies Cl A (PLTR)	0.1	$83k	-8%	453.00	182.42	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.1	$82k		2.9k	28.65	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$81k		1.2k	66.87	View chart
Wisdomtree Tr Em Lcl Debt Fd (ELD)	0.1	$81k	-19%	2.8k	28.74	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$79k	-21%	1.2k	65.92	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$77k	+10%	450.00	170.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.1	$77k		2.0k	39.25	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.1	$76k		1.4k	52.65	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$75k		759.00	98.59	View chart
Edwards Lifesciences (EW)	0.1	$75k		960.00	77.77	View chart
Metropcs Communications (TMUS)	0.1	$74k		311.00	239.38	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$73k		2.3k	31.91	View chart
Lockheed Martin Corporation (LMT)	0.1	$72k	+2%	144.00	499.21	View chart
Palmer Square Capital Bdc In Com Shs (PSBD)	0.1	$71k	NEW	5.8k	12.27	View chart
Lam Research Corp Com New (LRCX)	0.1	$69k	-16%	517.00	133.90	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.1	$66k	+14%	2.5k	26.49	View chart
Exxon Mobil Corporation (XOM)	0.1	$65k	-3%	575.00	112.67	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$65k		1.0k	64.69	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$65k	-25%	1.4k	46.32	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$65k	-27%	1.2k	53.87	View chart
Elevation Series Trust Trueshares Seaso (ONEZ)	0.1	$64k		2.4k	26.51	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$64k	-3%	453.00	140.95	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$63k	+4%	869.00	72.58	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$63k		248.00	254.28	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$63k	+4%	1.5k	42.37	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$62k	-15%	2.7k	23.47	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$61k	+1272%	1.2k	48.99	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$60k		940.00	63.56	View chart
Boeing Company (BA)	0.1	$60k		276.00	215.83	View chart
Simon Property (SPG)	0.1	$60k		317.00	187.67	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$58k		1.5k	38.02	View chart
Altria (MO)	0.1	$58k	-10%	876.00	66.05	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.1	$58k		551.00	104.91	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$57k		718.00	78.91	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$57k		404.00	140.05	View chart
Alps Etf Tr Riverfrnt Dymc (RFDA)	0.1	$56k		881.00	62.95	View chart
Fidelity Covington Trust Fidelity Us Mltf (FLRG)	0.1	$55k	+14%	1.4k	38.45	View chart
First Trust S&P REIT Index Fund (FRI)	0.1	$54k		1.9k	28.11	View chart
Oracle Corporation (ORCL)	0.1	$53k	+845%	189.00	281.24	View chart
Home Depot (HD)	0.1	$52k	-70%	129.00	405.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$52k		1.1k	47.51	View chart
Pimco Etf Tr Preferred And Cp (PRFD)	0.1	$52k	NEW	1.0k	51.80	View chart
Innovator Etfs Trust Equity Defnd 1yr (ZJUN)	0.1	$51k	NEW	1.9k	26.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$51k		963.00	52.89	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$51k	NEW	1.3k	38.67	View chart
Innovator Etfs Trust Equity Dual Dirc	0.1	$51k	NEW	2.4k	20.89	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	0.1	$51k		992.00	51.00	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.1	$51k		1.3k	38.11	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$50k		677.00	74.37	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.1	$50k		1.3k	37.47	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$50k	+5%	395.00	125.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$50k		1.3k	39.69	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$47k		1.2k	40.18	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$46k		750.00	61.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$46k	+48%	141.00	328.17	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$45k	-13%	506.00	88.96	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$44k		882.00	49.46	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$42k	+6%	880.00	48.03	View chart
Apollo Global Mgmt (APO)	0.0	$42k		314.00	133.11	View chart
Chevron Corporation (CVX)	0.0	$41k	-22%	265.00	155.29	View chart
Cintas Corporation (CTAS)	0.0	$41k		200.00	205.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.0	$41k		781.00	51.91	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$40k	NEW	401.00	100.25	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$40k		420.00	95.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.0	$40k		976.00	40.56	View chart
Orchid Is Cap Com New (ORC)	0.0	$39k	-38%	5.6k	7.01	View chart
Simplify Exchange Traded Fun Target 15 Distri (XV)	0.0	$39k	NEW	1.5k	26.61	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$38k	+53%	228.00	164.54	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$38k	+55%	490.00	76.45	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.0	$37k		1.2k	32.14	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$37k		132.00	281.86	View chart
Applied Digital Corp Com New (APLD)	0.0	$37k	+101%	1.6k	22.94	View chart
MetLife (MET)	0.0	$36k		438.00	82.37	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.0	$36k	NEW	727.00	49.29	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$36k		409.00	87.21	View chart
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI)	0.0	$36k		464.00	76.71	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.0	$35k		315.00	112.13	View chart
Advanced Micro Devices (AMD)	0.0	$35k	-10%	218.00	161.79	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$35k		980.00	35.43	View chart
Kroger (KR)	0.0	$35k		514.00	67.41	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$34k		732.00	46.96	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$34k		597.00	57.31	View chart
Atai Life Sciences Nv SHS (ATAI)	0.0	$34k	+61%	6.5k	5.29	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$34k		433.00	78.90	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$34k	+80%	220.00	154.23	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$34k	+29%	432.00	78.09	View chart
Innovator Etfs Trust Innovator Gw 100 (NFEB)	0.0	$33k		1.2k	27.20	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$33k		382.00	86.80	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.0	$33k		1.6k	20.08	View chart
Wal-Mart Stores (WMT)	0.0	$33k	-76%	318.00	103.06	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$33k		1.4k	23.56	View chart
Royal Caribbean Cruises (RCL)	0.0	$32k		100.00	323.58	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 Q3 filed Oct. 23, 2025
Evolution Wealth Management 2025 Q2 filed Aug. 29, 2025

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