13F Insight
DOSSIER · 13F-HR · Q1 2026

EVOLUTION WEALTH MANAGEMENT INC.

EVOLUTION WEALTH's asset manager based in Greenwich, CT — $137M in tracked AUM across 854 positions as of Q1 2026.

EW
EVOLUTION WEALTH·Greenwich, CT·Asset Manager
CIK 0002010029 · last filed Mar 31, 2026
Total AUM
$137M
▼ 7.1%
vs prior
Holdings
854
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
Top sector
Financials
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

EVOLUTION WEALTH MANAGEMENT INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$8M107K6.0%
02
SFLR
INNOVATOR ETFS TRUST
$8M225K5.8%
03
PSFF
PACER FDS TR
$8M242K5.7%
04
SPD
SIMPLIFY EXCHANGE TRADED FUN
$5M131K3.5%
05
SPYC
SIMPLIFY EXCHANGE TRADED FUN
$4M103K3.0%
06
OVB
LISTED FDS TR
$4M178K2.7%
07
SPBW
AIM ETF PRODUCTS TRUST
$3M125K2.5%
08
QQQM
INVESCO EXCH TRADED FD TR II
$3M13K2.3%
09
AGGH
SIMPLIFY EXCHANGE TRADED FUN
$3M136K2.0%
10
SPMO
INVESCO EXCH TRADED FD TR II
$3M24K2.0%

Filing history

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