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CIK: 0002010029
Total reported value
$170.1M
$170.1M
591 檔
14.3%
At the close of Q3 2025, Evolution Wealth Management Inc. disclosed equity holdings valued at approximately $170.1M, spread across 591 reported holdings.
In Q3 2025, Evolution Wealth Management Inc. displayed an active expansion posture, initiating 16 new positions and adding to 22 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 591 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 9.19% | -0.86% | -36.92% | |
| 2 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 5.73% | -0.92% | -5.21% | |
| 3 | SPD | Simplify US Eqty Plus Down | ETF-Other | 4.06% | -0.17% | +5.60% | |
| 4 | SPYC | Simplify US Eqty Plus Convex | ETF-Other | 3.08% | -0.04% | +931.27% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.93% | +0.95% | +155.73% | |
| 6 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 2.50% | -0.19% | +90.87% | |
| 7 | OVL | Overlay Shares Large Cap Eq | ETF-Large Cap & Growth | 2.41% | -0.34% | -19.08% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.11% | -0.07% | +69.58% | |
| 9 | OVB | Overlay Shares Core Bond ETF | ETF-Other | 2.02% | -0.06% | +5.12% | |
| 10 | IVVM | Ishar Lc Md Qur Ld Etf-us In | ETF-Other | 1.93% | — | — | |
| 11 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 1.85% | -0.07% | — | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.82% | -0.11% | -11.86% | |
| 13 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.77% | -0.54% | +15.79% | |
| 14 | VTHR | Vanguard Russell 3000 | ETF-Other | 1.75% | -0.09% | — | |
| 15 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.58% | -0.01% | — | |
| 16 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.45% | +0.78% | +51972.73% | |
| 17 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 1.42% | -0.21% | -25.44% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.35% | -0.29% | +4.01% | |
| 19 | AGGH | Simplify Aggregate Bond ETF | ETF-Other | 1.15% | -0.08% | +286.21% | |
| 20 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.06% | -0.17% | -7.99% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.05% | +0.08% | +0.05% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.02% | -0.15% | -0.36% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.98% | -0.17% | -7.30% | |
| 24 | DMAY | Ft Vest US Equity Deep Buffe | ETF-Other | 0.97% | -0.09% | -0.07% | |
| 25 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.92% | +1.17% | +468.69% | |
| 26 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.88% | -0.27% | -11.32% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | -0.31% | +86.48% | |
| 28 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.79% | +0.19% | +78.65% | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.76% | +0.34% | +86.59% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.73% | -0.05% | -1.31% | |
| 31 | DOCT | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.71% | -0.07% | +0.01% | |
| 32 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.67% | -0.09% | — | |
| 33 | UFEB | Innovator U.s. Equity Ultra | ETF-Other | 0.66% | -0.01% | — | |
| 34 | DJUN | Ft Vest US Equity Deep Buffe | ETF-Other | 0.66% | -0.04% | -13.50% | |
| 35 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.65% | -0.05% | -0.02% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.64% | -0.07% | +1.87% | |
| 37 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.63% | -0.01% | -2.75% | |
| 38 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-Other | 0.62% | -0.07% | +16.62% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | +0.13% | -8.72% | |
| 40 | DTD | Wisdomtree US Total Dividend | ETF-Other | 0.58% | -0.04% | -2.54% | |
| 41 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 0.54% | -0.05% | — | |
| 42 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.52% | -0.02% | — | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.47% | -0.06% | +66.81% | |
| 44 | SBAR | Simplify Barrier Income ETF | ETF-Other | 0.47% | -0.18% | — | |
| 45 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.45% | -0.03% | -21.87% | |
| 46 | AUGT | Allianzim US Eq Bffr10 Ag-us | ETF-Other | 0.44% | — | — | |
| 47 | RDVY | First Trust Rising Dividend | ETF-Other | 0.42% | -0.01% | — | |
| 48 | OVT | Overlay Shares Shrt Term Bon | ETF-Other | 0.40% | +0.02% | +22.53% | |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.39% | -0.05% | — | |
| 50 | DHS | Wisdomtree US High Dividend | ETF-Other | 0.38% | -0.05% | -4.71% |
According to official SEC Form 13F filings, Evolution Wealth Management Inc. reported a total U.S. public equity portfolio value of $170.1M across 591 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SFLR, PSFF, SPD) accounted for 14.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
IVVM
市值: $1.9M
Top Position Liquidated / Trimmed
UDEC
前期市值: $192.9K
During Q3 2025, Evolution Wealth Management Inc.'s top holdings by market value included SFLR (9.2%)、PSFF (5.7%)、SPD (4.1%). The largest single position, SFLR, represented 9.2% of total portfolio value.
In Q3 2025, Evolution Wealth Management Inc. made 49 total portfolio adjustments, initiating 16 new buys, adding to 22 positions, trimming 7 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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