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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 SPYM, SFLR, PSFF, SPD, SPYC, and represent 23.93% of Evolution Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPYM, SPBW, QQQM, SPMO, OVB, SPYC, AGGH, EFV, EFG, VOO.
Started 124 new stock positions in OMC, BABA, AWK, RS, TDOC, REMX, SPBW, EEM, TT, SNDK.
Reduced shares in these 10 stocks: PSFF, SFLR, UFEB, SCHX, JPST, DBEF, PGR, CRWV, CVS, QBER.
Sold out of its positions in TAFI, AIG, AMLX, AROC, ARCC, AstraZeneca, BXSL, FDS, HBAN, NAPR. NFEB, IONQ, MUB, ITB, MEOH, Nuveen Equity Premium Income Fund, SMMU, STWD, HQH.
Evolution Wealth Management was a net buyer of stock by $19M.
Evolution Wealth Management has $137M in assets under management (AUM), dropping by 13.15%.
Central Index Key (CIK): 0002010029

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Portfolio Holdings for Evolution Wealth Management

Evolution Wealth Management holds 852 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Evolution Wealth Management has 852 total positions. Only the first 250 positions are shown.

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Download the Evolution Wealth Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	6.0	$8.2M	+71%	107k	76.54	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	5.8	$8.0M	-7%	225k	35.41	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	5.7	$7.7M	-30%	242k	32.04	View chart
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)	3.5	$4.8M	+13%	131k	36.37	View chart
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)	3.0	$4.1M	+37%	103k	39.47	View chart
Listed Fds Tr Shares Core Bd (OVB)	2.7	$3.7M	+48%	178k	20.55	View chart
Aim Etf Products Trust Allianzim Buffer (SPBW)	2.5	$3.4M	NEW	125k	27.22	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.3	$3.2M	+78%	13k	237.62	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	2.0	$2.8M	+56%	136k	20.35	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	2.0	$2.7M	+90%	24k	112.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.9	$2.7M	+53%	4.5k	597.58	View chart
Ishares Tr Eafe Value Etf (EFV)	1.7	$2.4M	+72%	32k	74.35	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	1.7	$2.4M	+16%	75k	31.50	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.6	$2.2M	+78%	20k	111.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$2.2M	+3%	3.3k	653.21	View chart
Listed Fds Tr Shares Lag Cap (OVL)	1.5	$2.1M	-2%	42k	50.30	View chart
NVIDIA Corporation (NVDA)	1.4	$1.9M	-6%	11k	174.41	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	1.2	$1.7M		5.8k	287.57	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	1.1	$1.5M	-16%	31k	49.40	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.1	$1.5M		15k	100.66	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	1.1	$1.5M	+2%	43k	34.47	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.1	$1.5M	-26%	58k	25.64	View chart
Apple (AAPL)	1.1	$1.5M	+43%	5.8k	253.77	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	1.0	$1.4M	+37%	15k	93.27	View chart
Microsoft Corporation (MSFT)	0.9	$1.2M	+55%	3.4k	370.20	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.9	$1.2M	-4%	6.2k	191.81	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.8	$1.1M	-3%	19k	58.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$1.1M	+4%	1.9k	577.23	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.8	$1.0M	-12%	31k	33.30	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$985k		2.3k	436.82	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.7	$979k	+145%	12k	80.61	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$948k	+45%	31k	30.68	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.7	$892k		16k	54.55	View chart
Ishares Tr Us Infrastruc (IFRA)	0.7	$891k	+111%	16k	57.20	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$862k	-6%	7.6k	113.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	0.6	$823k		18k	44.93	View chart
Amazon (AMZN)	0.6	$810k	+30%	3.9k	208.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.5	$694k		16k	43.43	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$667k		1.0k	650.34	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.5	$655k	+2%	15k	44.11	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.5	$620k	+8%	7.2k	86.36	View chart
Listed Fds Tr Overlay Shs Shrt (OVT)	0.4	$593k	+68%	27k	21.91	View chart
Ssga Active Tr State Street Us (XLSR)	0.4	$585k		10k	57.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$580k	+75%	2.0k	287.55	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$532k	+21%	1.7k	320.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$516k	+2%	1.2k	430.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.4	$496k	-6%	11k	46.74	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.4	$490k		11k	45.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.4	$488k		12k	42.53	View chart
Innovator Etfs Trust Index Autocallab (ACII)	0.4	$487k	+23%	19k	25.08	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$481k	+33650%	1.4k	356.56	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$461k		1.9k	248.84	View chart
Broadcom (AVGO)	0.3	$454k	+150%	1.5k	309.48	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.3	$444k		9.5k	46.91	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$432k		9.4k	46.19	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.3	$425k	+15%	17k	25.39	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.3	$419k	+6%	3.8k	109.22	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$417k		6.1k	68.28	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$400k	-8%	2.2k	181.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$391k	+22%	816.00	479.20	View chart
Elevation Series Trust S&p Autocallable (PAYM)	0.3	$388k	NEW	18k	21.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.3	$387k	-28%	8.2k	47.04	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$384k		3.5k	110.78	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$383k		6.0k	64.08	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.3	$382k	-4%	18k	21.10	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$382k	-7%	7.3k	52.56	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$374k	-12%	1.8k	211.15	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$367k		16k	23.22	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$365k		4.6k	78.66	View chart
Bank of America Corporation (BAC)	0.3	$358k	+12%	7.3k	48.75	View chart
Innovator Etfs Trust Equity Defined P (ZAUG)	0.3	$358k		13k	26.63	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$331k		1.5k	215.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.2	$330k		6.9k	47.91	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$329k		3.0k	111.18	View chart
Lam Research Corp Com New (LRCX)	0.2	$329k	+67%	1.5k	213.66	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$325k		3.1k	103.37	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.2	$300k	+49%	7.8k	38.74	View chart
Eli Lilly & Co. (LLY)	0.2	$297k	+15%	323.00	919.77	View chart
Ameren Corporation (AEE)	0.2	$296k		2.7k	109.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.2	$292k		6.6k	43.96	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$287k	+24%	4.7k	61.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.2	$285k	-2%	6.5k	43.55	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.2	$283k		7.2k	39.34	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	0.2	$280k	-27%	2.8k	100.97	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$278k		1.4k	196.20	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$278k		4.7k	59.22	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.2	$277k	-5%	6.9k	40.14	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$276k	+311%	4.1k	67.12	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.2	$275k	+39%	11k	24.54	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$266k		6.2k	42.72	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$256k	+57%	2.8k	90.53	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.2	$253k		5.3k	48.08	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$250k	-58%	4.9k	50.61	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$247k		2.6k	94.95	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.2	$246k		8.5k	29.07	View chart
Innovator Etfs Trust Equity Defined P (ZMAY)	0.2	$243k	-9%	9.5k	25.61	View chart
Meta Platforms Cl A (META)	0.2	$243k	+103%	424.00	572.75	View chart
JPMorgan Chase & Co. (JPM)	0.2	$241k	+24%	819.00	294.16	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$240k	+15%	2.6k	91.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.2	$229k		5.2k	44.28	View chart
Tesla Motors (TSLA)	0.2	$213k	+10%	573.00	371.75	View chart
Northrop Grumman Corporation (NOC)	0.2	$207k	+29%	304.00	682.24	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)	0.2	$207k		8.3k	24.81	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$206k	+6%	3.5k	59.78	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$199k	+11%	518.00	383.40	View chart
Exxon Mobil Corporation (XOM)	0.1	$193k	+84%	1.1k	169.60	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$190k	+37%	661.00	286.97	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$189k		2.8k	67.53	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$189k		1.2k	151.46	View chart
McDonald's Corporation (MCD)	0.1	$189k	+38%	607.00	310.79	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$187k		3.9k	48.32	View chart
Automatic Data Processing (ADP)	0.1	$186k	+15150%	915.00	203.18	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$186k		5.6k	33.48	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$183k		4.3k	42.50	View chart
Innovator Etfs Trust Equity Defined P (ZMAR)	0.1	$182k	+10%	6.6k	27.59	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$181k		1.2k	144.95	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.1	$175k	+25%	7.1k	24.77	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.1	$175k	+80%	3.5k	49.38	View chart
Home Depot (HD)	0.1	$173k	+55%	526.00	328.89	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$172k		3.3k	51.93	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$172k	+18%	3.8k	45.17	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$168k		4.6k	36.27	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$166k		2.3k	71.41	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$165k		1.7k	95.44	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$164k		3.1k	52.54	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$163k	-2%	3.7k	43.45	View chart
Micron Technology (MU)	0.1	$162k	+6%	480.00	337.72	View chart
Johnson & Johnson (JNJ)	0.1	$160k	+17%	655.00	244.44	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$158k		2.3k	69.75	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.1	$157k	-3%	2.6k	60.10	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$156k	-3%	3.1k	49.69	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.1	$156k		6.1k	25.62	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.1	$155k		3.5k	44.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.1	$151k		3.8k	39.76	View chart
Innovator Etfs Trust Equity Dual Dirt (DDFL)	0.1	$150k		7.3k	20.54	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$146k	-3%	1.8k	81.50	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.1	$145k		2.8k	51.03	View chart
Abbott Laboratories (ABT)	0.1	$145k	+15%	1.4k	102.67	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.1	$145k		3.0k	47.99	View chart
Abbvie (ABBV)	0.1	$144k	+8%	661.00	217.49	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$144k		337.00	426.40	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$142k	+22%	543.00	261.92	View chart
Cornerstone Strategic Value (CLM)	0.1	$141k		19k	7.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.1	$140k		3.8k	37.02	View chart
Blackrock (BLK)	0.1	$139k	+500%	144.00	961.71	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$139k	+10%	935.00	148.10	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$137k	+72%	2.8k	49.37	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$133k	+31%	2.0k	68.14	View chart
Eaton Corp SHS (ETN)	0.1	$131k	+188%	367.00	357.67	View chart
Goldman Sachs (GS)	0.1	$131k	-2%	155.00	845.99	View chart
Palantir Technologies Cl A (PLTR)	0.1	$131k	+14%	896.00	146.28	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$128k	+4%	3.6k	35.94	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (AUGM)	0.1	$127k		3.7k	33.87	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$126k	+8%	2.3k	54.05	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$124k		2.4k	50.81	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.1	$121k	+2%	1.7k	70.14	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$119k	+2018%	2.5k	47.37	View chart
Wisdomtree Tr Mortgage Plus Bd (MTGP)	0.1	$117k	-8%	2.7k	44.20	View chart
Spdr Index Shs Fds State Street Spd (GWX)	0.1	$116k		2.7k	42.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM)	0.1	$115k		3.5k	32.53	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$113k		1.3k	84.84	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$113k		6.6k	17.15	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.1	$112k		3.3k	34.30	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$112k	+697%	582.00	191.92	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$107k	+11%	976.00	109.69	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.1	$106k	+15%	5.1k	20.75	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$105k	+42%	1.2k	87.84	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$104k		1.4k	73.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.1	$102k		2.6k	38.94	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$101k		1.2k	82.75	View chart
Rli (RLI)	0.1	$101k		1.8k	57.04	View chart
Destiny Tech100 Com Shs (DXYZ)	0.1	$100k	NEW	3.7k	26.78	View chart
Lockheed Martin Corporation (LMT)	0.1	$99k	+13%	163.00	604.39	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$98k	+1181%	141.00	697.72	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$98k		1.7k	56.58	View chart
Elevation Series Trust Trueshares S&p (PAYH)	0.1	$98k	NEW	4.8k	20.41	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$97k		325.00	298.85	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$97k	+13%	977.00	99.27	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$97k	+4%	1.9k	52.19	View chart
Aim Etf Products Trust Allianzim Us Equ (JANW)	0.1	$97k	NEW	2.6k	36.48	View chart
Verizon Communications (VZ)	0.1	$96k		1.9k	50.20	View chart
Chevron Corporation (CVX)	0.1	$93k	+36%	450.00	206.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.1	$93k		2.3k	41.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$92k	-44%	1.9k	47.37	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$91k		933.00	97.91	View chart
Philip Morris International (PM)	0.1	$91k	+4881%	548.00	165.34	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$90k		3.9k	22.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)	0.1	$87k		2.7k	32.67	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$87k	-86%	2.4k	36.30	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$85k		1.2k	69.30	View chart
Starbucks Corporation (SBUX)	0.1	$85k	-64%	945.00	89.59	View chart
Tidal Trust Ii Roundhill Gener (CHAT)	0.1	$85k		1.4k	61.85	View chart
Mastercard Incorporated Cl A (MA)	0.1	$84k	+212%	169.00	498.50	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.1	$83k		2.9k	29.07	View chart
Nextera Energy (NEE)	0.1	$83k	+692%	888.00	92.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.1	$81k	-6%	1.6k	49.72	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$80k		657.00	121.19	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$80k		2.1k	38.42	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$79k	-2%	1.3k	62.68	View chart
Cincinnati Financial Corporation (CINF)	0.1	$79k		500.00	157.35	View chart
International Business Machines (IBM)	0.1	$79k		324.00	242.39	View chart
Duke Energy Corp Com New (DUK)	0.1	$78k	+172%	593.00	130.94	View chart
Edwards Lifesciences (EW)	0.1	$77k		960.00	80.08	View chart
Visa Com Cl A (V)	0.1	$77k	+257%	254.00	302.24	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$77k		827.00	92.69	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.1	$76k	-11%	1.7k	45.54	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$76k	NEW	799.00	95.62	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$74k		404.00	184.28	View chart
Spdr Series Trust State Street Spd (XME)	0.1	$73k	+129%	679.00	108.01	View chart
Medtronic SHS (MDT)	0.1	$73k	+654%	837.00	86.65	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$72k		773.00	93.66	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$72k	+24%	2.5k	29.13	View chart
Elevation Series Trust Trueshares Quart (QBER)	0.1	$72k	-71%	3.0k	24.13	View chart
Metropcs Communications (TMUS)	0.1	$72k		341.00	210.03	View chart
Advanced Micro Devices (AMD)	0.1	$72k	+11%	352.00	203.43	View chart
Lowe's Companies (LOW)	0.1	$71k	+174%	302.00	236.28	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.1	$71k		1.8k	39.89	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$71k		696.00	101.79	View chart
Spdr Series Trust State Stret Spdr (CERY)	0.1	$70k		2.0k	35.24	View chart
Nebius Group Shs Class A (NBIS)	0.1	$69k	-39%	667.00	103.76	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$69k		1.5k	47.55	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$69k	+13%	874.00	78.41	View chart
Sofi Technologies (SOFI)	0.0	$67k		4.2k	15.88	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$67k		775.00	86.69	View chart
Pepsi (PEP)	0.0	$67k	+86%	432.00	155.29	View chart
First Trust S&P REIT Index Fund (FRI)	0.0	$67k	+4%	2.3k	28.46	View chart
Cummins (CMI)	0.0	$67k	NEW	124.00	538.02	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.0	$64k		2.4k	26.72	View chart
General Dynamics Corporation (GD)	0.0	$63k	+553%	183.00	343.22	View chart
Enbridge (ENB)	0.0	$61k	+352%	1.1k	54.14	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$61k	+59%	1.3k	45.89	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$61k		2.6k	23.14	View chart
Boeing Company (BA)	0.0	$61k	+5%	306.00	199.03	View chart
Elevation Series Trust Trueshares Seaso (ONEZ)	0.0	$61k		2.4k	25.04	View chart
Etf Opportunities Trust Smi 3fourteen Re (RAA)	0.0	$61k		2.2k	27.61	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.0	$60k		1.2k	48.85	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.0	$60k		1.5k	39.43	View chart
Procter & Gamble Company (PG)	0.0	$60k	+125%	415.00	144.44	View chart
At&t (T)	0.0	$60k	+250%	2.1k	28.99	View chart
Altria (MO)	0.0	$59k		899.00	65.97	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.0	$59k		940.00	62.97	View chart
Simon Property (SPG)	0.0	$59k		317.00	186.53	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.0	$59k		551.00	107.30	View chart
Phillips 66 (PSX)	0.0	$59k	+44%	324.00	182.18	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$59k		404.00	145.94	View chart
Servicenow (NOW)	0.0	$59k	+211%	560.00	104.55	View chart
Constellation Energy (CEG)	0.0	$58k	+10%	207.00	279.25	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$58k	+187%	1.3k	45.47	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$57k		616.00	92.28	View chart
Coca-Cola Company (KO)	0.0	$57k	+90%	744.00	76.05	View chart

Past Filings by Evolution Wealth Management

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

Evolution Wealth Management 2026 Q1 filed April 27, 2026
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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