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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, SPMO, and represent 23.09% of Evolution Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPYM, LALT, SPMO, QQQM, VUG, BOXX, EFG, EFV, OVB, SPBW.
Started 132 new stock positions in NVO, Innovator Etfs Trust, MAYW, CHW, ROK, CARR, TPR, AMTM, CGGO, GRNY.
Reduced shares in these 10 stocks: SGOV, DYNF, OVL, FN, VOO, QQQ, LITE, SBAR, SFLR, PSFF.
Sold out of its positions in OKLO, BATT, BMO, BNS, CTRA, CM, Carnival Corporation, CELH, PAYH, CRWV.
Evolution Wealth Management was a net buyer of stock by $19M.
Evolution Wealth Management has $170M in assets under management (AUM), dropping by 24.43%.
Central Index Key (CIK): 0002010029

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Portfolio Holdings for Evolution Wealth Management

Evolution Wealth Management holds 935 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Evolution Wealth Management has 935 total positions. Only the first 250 positions are shown.

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Download the Evolution Wealth Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500etf (SPYM)	6.9	$12M	+25%	134k	87.88	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	5.0	$8.4M	-2%	219k	38.58	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	4.7	$8.1M	-2%	235k	34.31	View chart
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)	3.3	$5.6M	+3%	136k	41.48	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	3.1	$5.4M	+37%	33k	161.54	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.1	$5.2M	+30%	17k	302.97	View chart
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)	2.9	$5.0M	+5%	109k	45.68	View chart
Listed Fds Tr Shares Core Bd (OVB)	2.6	$4.4M	+22%	217k	20.43	View chart
Aim Etf Products Trust All B20 All Etf (SPBW)	2.5	$4.2M	+16%	145k	28.70	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.0	$3.3M	+34%	27k	124.42	View chart
Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH)	1.9	$3.3M	+20%	164k	20.17	View chart
Ishares Tr Eafe Value Etf (EFV)	1.9	$3.3M	+34%	43k	76.55	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	1.7	$2.8M	+12%	84k	33.54	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$2.8M	-9%	4.1k	686.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$2.5M		3.4k	748.89	View chart
First Tr Exchng Traded Fd Vi Multi Strategy (LALT)	1.2	$2.1M	NEW	88k	24.03	View chart
Listed Fds Tr Shares Lag Cap (OVL)	1.2	$2.1M	-13%	37k	56.61	View chart
NVIDIA Corporation (NVDA)	1.2	$2.0M	-9%	9.8k	200.10	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	1.1	$1.9M		5.8k	331.43	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	1.1	$1.9M	+10%	34k	54.63	View chart
Apple (AAPL)	1.0	$1.7M	+3%	6.0k	289.36	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.0	$1.7M		58k	29.43	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.0	$1.6M	+48%	18k	91.21	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.9	$1.6M	+12%	17k	93.52	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.9	$1.5M	-4%	42k	36.78	View chart
Ishares Tr Us Infrastruc (IFRA)	0.8	$1.4M	+42%	22k	63.04	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$1.4M	+603%	16k	86.14	View chart
Microsoft Corporation (MSFT)	0.8	$1.3M	+3%	3.5k	373.06	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$1.3M	+64%	1.7k	746.77	View chart
Amazon (AMZN)	0.7	$1.2M	+31%	5.1k	238.34	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$1.2M	-11%	5.5k	219.43	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$1.1M	-19%	1.5k	736.47	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.6	$984k	NEW	8.4k	117.09	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.6	$970k	-36%	9.6k	100.67	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$948k	-9%	6.9k	137.53	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.6	$941k	-17%	26k	36.48	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.5	$913k	-29%	13k	68.01	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$891k	-9%	28k	31.71	View chart
Broadcom (AVGO)	0.5	$871k	+57%	2.3k	377.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	0.5	$863k		18k	47.12	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.5	$824k	-17%	14k	61.23	View chart
Micron Technology (MU)	0.5	$772k	+39%	669.00	1154.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$767k	+6%	2.1k	357.35	View chart
Listed Fds Tr Overlay Shs Shrt (OVT)	0.4	$762k	+28%	35k	21.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.4	$742k		16k	46.68	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.4	$696k		15k	46.18	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.4	$694k	+3%	7.4k	93.24	View chart
Lam Research Corp Com New (LRCX)	0.4	$678k		1.6k	433.33	View chart
Ssga Active Tr State Street Us (XLSR)	0.4	$619k	-5%	9.5k	64.86	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.4	$604k	+11%	12k	50.39	View chart
Elevation Series Trust S&p Au De In Etf (PAYM)	0.4	$596k	+34%	24k	25.12	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$584k	-4%	1.6k	370.04	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$559k	+21%	4.2k	133.25	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$553k		1.4k	409.50	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$552k		2.2k	252.23	View chart
Bank of America Corporation (BAC)	0.3	$544k	+29%	9.5k	56.98	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$538k		1.9k	290.62	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$524k	+43%	2.2k	236.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.3	$522k		12k	45.52	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.3	$521k	+6%	10k	51.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.3	$520k	-2%	10k	50.15	View chart
Innovator Etfs Trust Inde Aut Inc Etf (ACII)	0.3	$518k	+4%	20k	25.45	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$495k		6.1k	81.06	View chart
Listed Fds Tr Shares Muni Db (OVM)	0.3	$471k	+4300%	22k	21.78	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$459k	+3%	1.2k	368.38	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$449k	-5%	4.4k	102.30	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.3	$444k		3.9k	113.70	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$436k	+2%	6.1k	71.25	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.3	$435k		17k	25.98	View chart
JPMorgan Chase & Co. (JPM)	0.3	$432k	+61%	1.3k	327.33	View chart
Eli Lilly & Co. (LLY)	0.3	$431k	+11%	359.00	1199.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.2	$405k		8.2k	49.28	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$397k	+4%	7.6k	52.41	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$383k	+209%	1.8k	212.75	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$382k	-11%	8.3k	46.15	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$372k		2.9k	128.08	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$360k	+2033%	3.0k	119.52	View chart
Innovator Etfs Trust Equi Defi 1 Aug (ZAUG)	0.2	$360k	-2%	13k	27.54	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$358k	-2%	16k	23.13	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$355k		3.1k	112.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.2	$353k		6.9k	51.35	View chart
Innovator Etfs Trust Equit Protn May (ZMAY)	0.2	$347k	+40%	13k	25.97	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$344k	-15%	687.00	500.39	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$337k	+9%	1.5k	217.93	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.2	$336k	-9%	16k	20.43	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.2	$334k	+10%	8.5k	39.15	View chart
Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ)	0.2	$320k	+14%	3.2k	100.93	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$313k	-22%	1.4k	227.06	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$309k		4.1k	74.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.2	$307k		6.5k	46.85	View chart
Ameren Corporation (AEE)	0.2	$304k		2.7k	113.04	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.2	$304k	+2%	7.0k	43.08	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.2	$303k		7.2k	42.08	View chart
Home Depot (HD)	0.2	$303k	+63%	858.00	352.68	View chart
Johnson & Johnson (JNJ)	0.2	$302k	+81%	1.2k	253.97	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$301k	+10%	3.1k	96.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.2	$301k	-4%	6.3k	47.44	View chart
Bondbloxx Etf Trust Ir M Taxaware (TAXX)	0.2	$299k	NEW	5.9k	50.74	View chart
Ea Series Trust Alpha Architect (AAUS)	0.2	$288k	NEW	4.8k	59.74	View chart
First Tr Exchange-traded Vest Lad Aut Etf	0.2	$281k	NEW	14k	20.54	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$277k	-18%	423.00	655.89	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.2	$276k	+58%	6.0k	45.76	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$268k	-5%	5.9k	45.64	View chart
Tesla Motors (TSLA)	0.2	$265k	+9%	630.00	420.60	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$255k	+8%	720.00	353.47	View chart
Innovator Etfs Trust Equi Defi 1 July (ZJUL)	0.1	$253k		8.5k	29.97	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$253k	+2%	2.7k	94.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.1	$245k		5.2k	47.37	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$243k	-23%	3.6k	67.56	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.1	$230k	-16%	4.4k	52.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$216k		2.8k	77.11	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)	0.1	$216k		8.3k	25.89	View chart
Advanced Micro Devices (AMD)	0.1	$215k	+5%	370.00	580.91	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$215k	-3%	3.7k	57.67	View chart
Duke Energy Corp Com New (DUK)	0.1	$207k	+176%	1.6k	126.58	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$205k	-17%	4.1k	50.57	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$205k		3.4k	59.73	View chart
Automatic Data Processing (ADP)	0.1	$205k		913.00	223.95	View chart
Meta Platforms Cl A (META)	0.1	$200k	-16%	355.00	564.05	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$198k		4.3k	45.89	View chart
Procter & Gamble Company (PG)	0.1	$194k	+219%	1.3k	146.64	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$194k	+18%	2.1k	94.57	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$194k		4.6k	41.91	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$193k	+30%	1.2k	158.03	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$188k		5.5k	34.13	View chart
Innovator Etfs Trust Equi Defi 1 Marc (ZMAR)	0.1	$186k		6.6k	28.21	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$185k	-9%	1.1k	163.45	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.1	$185k	+34%	2.3k	80.16	View chart
Abbvie (ABBV)	0.1	$185k	+11%	735.00	251.64	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$181k	+86%	1.8k	98.96	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$177k		2.3k	77.43	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$176k	NEW	1.6k	107.62	View chart
T Rowe Price Exchange-traded Price Blue Chip (TCHP)	0.1	$176k		3.5k	50.09	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.1	$174k		7.0k	24.88	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$173k		3.1k	56.52	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$173k	-7%	2.1k	82.84	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.1	$173k	+2%	2.7k	64.71	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$173k	-30%	3.3k	53.11	View chart
McDonald's Corporation (MCD)	0.1	$171k	+4%	633.00	270.31	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$169k	+2%	559.00	303.12	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$169k	+540%	1.5k	114.18	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$167k		3.1k	53.79	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$165k		3.8k	43.48	View chart
Eaton Corp SHS (ETN)	0.1	$165k	+5%	386.00	426.12	View chart
Blackrock (BLK)	0.1	$164k	+18%	170.00	961.56	View chart
Northrop Grumman Corporation (NOC)	0.1	$162k	+4%	318.00	509.31	View chart
Innovator Etfs Trust Equi Defi 1 Dece (ZDEK)	0.1	$161k		6.1k	26.42	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.1	$160k		3.0k	53.02	View chart
Innovator Etfs Trust Equity Dual Dirt (DDFL)	0.1	$155k		7.3k	21.23	View chart
Goldman Sachs (GS)	0.1	$153k	-2%	151.00	1011.37	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$151k		1.8k	83.79	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$145k		2.5k	58.92	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.1	$144k	-17%	2.9k	49.31	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$142k	-18%	2.7k	52.34	View chart
Deere & Company (DE)	0.1	$141k	+217%	222.00	634.33	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$141k	-2%	3.5k	40.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.1	$139k	-7%	3.5k	39.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.1	$138k	-11%	3.4k	40.88	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$138k		2.3k	59.69	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.1	$136k	-5%	2.7k	50.65	View chart
Palantir Technologies Cl A (PLTR)	0.1	$135k	+29%	1.2k	116.67	View chart
Tidal Trust Ii Roundhill Gener (CHAT)	0.1	$135k		1.4k	98.68	View chart
Abbott Laboratories (ABT)	0.1	$132k	+3%	1.5k	90.74	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.1	$132k	NEW	1.0k	132.22	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$132k	NEW	2.6k	50.58	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.1	$132k	+40%	925.00	142.39	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (AUGM)	0.1	$131k		3.7k	35.05	View chart
Innovator Etfs Trust Equi Defi 1 Apri (ZAPR)	0.1	$131k	NEW	4.9k	26.64	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$128k	+203%	1.5k	85.46	View chart
Starbucks Corporation (SBUX)	0.1	$128k	+32%	1.3k	102.19	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$126k	-14%	2.4k	53.09	View chart
Cisco Systems (CSCO)	0.1	$126k	+86%	1.1k	117.46	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$126k	+200%	1.0k	124.17	View chart
Philip Morris International (PM)	0.1	$125k	+25%	690.00	180.91	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$125k		976.00	127.81	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.1	$123k	-2%	2.5k	49.89	View chart
Aim Etf Products Trust Allia Us Jan Etf (JANW)	0.1	$122k	+19%	3.1k	38.67	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$121k		6.6k	18.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM)	0.1	$119k		3.5k	33.60	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$118k	+155%	949.00	124.76	View chart
Corning Incorporated (GLW)	0.1	$118k	+20%	461.00	255.43	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$118k	+11%	1.9k	60.79	View chart
Wisdomtree Tr Mortgage Plus Bd (MTGP)	0.1	$117k		2.7k	44.16	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.1	$116k	-3%	2.6k	43.76	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.1	$115k		3.3k	35.09	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$115k	-3%	1.3k	89.20	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$114k		1.2k	95.62	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$113k	-52%	1.2k	91.64	View chart
Merck & Co (MRK)	0.1	$113k	+167%	876.00	128.50	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$113k	+7%	2.1k	53.47	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$112k		325.00	343.91	View chart
Altria (MO)	0.1	$112k	+72%	1.6k	71.93	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$111k	+238%	1.5k	75.51	View chart
Cornerstone Strategic Value (CLM)	0.1	$110k	-25%	15k	7.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.1	$109k		2.6k	41.80	View chart
Coca-Cola Company (KO)	0.1	$109k	+80%	1.3k	81.27	View chart
Visa Com Cl A (V)	0.1	$109k	+25%	318.00	343.09	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$109k	+5%	1.5k	73.41	View chart
First Tr Exchange-traded Inter Grade Etf (FIIG)	0.1	$105k		5.1k	20.71	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$105k	+52%	2.2k	47.41	View chart
Rli (RLI)	0.1	$104k		1.8k	59.07	View chart
Destiny Tech100 Com Shs (DXYZ)	0.1	$102k	+5%	4.0k	25.76	View chart
Enbridge (ENB)	0.1	$102k	+66%	1.9k	54.21	View chart
Welltower Inc Com reit (WELL)	0.1	$102k	+75%	447.00	226.97	View chart
Lockheed Martin Corporation (LMT)	0.1	$101k	+22%	199.00	509.46	View chart
Verizon Communications (VZ)	0.1	$100k	+23%	2.4k	42.34	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$100k		1.2k	82.65	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$99k	+39%	1.4k	69.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.1	$99k		2.3k	44.03	View chart
Mastercard Incorporated Cl A (MA)	0.1	$99k	+14%	193.00	512.80	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$99k		1.9k	52.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$98k		1.9k	50.49	View chart
Innovator Etfs Trust Equity Defnd 1yr (ZJUN)	0.1	$95k	+78%	3.5k	27.39	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$94k	+17%	473.00	197.60	View chart
Intel Corporation (INTC)	0.1	$93k	+76%	669.00	139.63	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$93k		2.4k	38.65	View chart
Cincinnati Financial Corporation (CINF)	0.1	$93k		500.00	185.14	View chart
Truist Financial Corp equities (TFC)	0.1	$92k	+141%	1.8k	49.82	View chart
Texas Instruments Incorporated (TXN)	0.1	$92k	+13%	307.00	298.07	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.1	$91k		551.00	165.38	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$91k	+2%	792.00	114.88	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$91k		4.0k	22.78	View chart
Chevron Corporation (CVX)	0.1	$91k	+21%	548.00	165.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Max Dece (DECM)	0.1	$90k		2.7k	33.71	View chart
International Business Machines (IBM)	0.1	$89k		318.00	281.21	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$89k	+45%	3.8k	23.15	View chart
Cummins (CMI)	0.1	$88k		124.00	713.21	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAY)	0.1	$88k	+285%	2.3k	38.00	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$87k	+4%	2.6k	33.84	View chart
Edwards Lifesciences (EW)	0.1	$87k		960.00	90.46	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$85k		696.00	121.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.0	$84k	-4%	1.5k	54.47	View chart
Innovator Etfs Trust Equit Defin Jul (JAJL)	0.0	$83k	-2%	2.8k	29.91	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$82k		799.00	102.81	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$82k	+84%	172.00	477.57	View chart
Northern Lights Fd Tr Toews Agilty Shs (MRSK)	0.0	$82k	NEW	2.1k	38.61	View chart
Elevation Series Trust True Se Buff Etf (ONEZ)	0.0	$82k	+22%	3.0k	27.59	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$79k		1.2k	65.61	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$79k	+14%	1.4k	54.69	View chart
Caterpillar (CAT)	0.0	$78k	+4%	73.00	1064.90	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$78k	+54%	408.00	190.52	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$78k	+2%	39.00	1989.44	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$78k	+46%	1.6k	48.43	View chart
At&t (T)	0.0	$78k	+81%	3.7k	20.70	View chart
Nextera Energy (NEE)	0.0	$77k		879.00	87.77	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$76k	-32%	849.00	89.85	View chart
Boeing Company (BA)	0.0	$76k	+15%	352.00	216.47	View chart
Lowe's Companies (LOW)	0.0	$76k	+13%	344.00	220.49	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$76k	NEW	443.00	170.86	View chart
Marvell Technology (MRVL)	0.0	$75k	+12%	253.00	297.89	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 Q2 filed July 21, 2026
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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