DOSSIER · 13F-HR · Q2 2026

EVOLUTION WEALTH MANAGEMENT INC.

$170M in tracked AUM across 939 positions as of Q2 2026.

EW
CIK 0002010029 · last filed Jun 30, 2026
Total AUM
$170M
as of Q2 2026
Holdings
939
positions
Whale Score
47
47
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

EVOLUTION WEALTH MANAGEMENT INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$12M134K6.9%
02
SFLR
INNOVATOR ETFS TRUST
$8M219K5.0%
03
PSFF
PACER FDS TR
$8M235K4.7%
04
SPD
SIMPLIFY EXCHANGE TRADED FUN
$6M136K3.3%
05
SPMO
INVESCO EXCH TRADED FD TR II
$5M33K3.1%
06
QQQM
INVESCO EXCH TRADED FD TR II
$5M17K3.1%
07
SPYC
SIMPLIFY EXCHANGE TRADED FUN
$5M109K2.9%
08
OVB
LISTED FDS TR
$4M217K2.6%
09
SPBW
AIM ETF PRODUCTS TRUST
$4M145K2.5%
10
EFG
ISHARES TR
$3M27K2.0%

Filing history

2026Q2Jun 30
$170M 24.3%
939 positionsView →
2026Q1Mar 31
$137M 13.2%
854 positionsView →
2025Q4Dec 31
$121M 24.1%
747 positionsView →
2025Q3Sep 30
$97M 20.0%
591 positionsView →
2025Q2Jun 30
$81M
579 positionsLocked