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CIK: 0002010029
Total reported value
$170.1M
$170.1M
747 檔
19.4%
In Q4 2025, Evolution Wealth Management Inc.'s U.S. equity holdings reached a combined market value of $170.1M, distributed across 747 disclosed stock positions.
In Q4 2025, Evolution Wealth Management Inc. displayed an active expansion posture, initiating 5 new positions and adding to 36 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 747 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 9.34% | -0.92% | +97.63% | |
| 2 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 7.41% | -0.86% | -2.12% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.16% | +0.95% | +72.01% | |
| 4 | SPD | Simplify US Eqty Plus Down | ETF-Other | 3.73% | -0.17% | +14.74% | |
| 5 | SPYC | Simplify US Eqty Plus Convex | ETF-Other | 2.65% | -0.04% | +7.18% | |
| 6 | OVB | Overlay Shares Core Bond ETF | ETF-Other | 2.04% | -0.06% | +26.69% | |
| 7 | OVL | Overlay Shares Large Cap Eq | ETF-Large Cap & Growth | 1.90% | -0.34% | -3.95% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.81% | -0.11% | +20.69% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | -0.29% | +64.05% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.76% | -0.07% | +0.88% | |
| 11 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 1.70% | -0.07% | +11.34% | |
| 12 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.55% | +0.78% | +29.71% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.50% | -0.31% | +108.04% | |
| 14 | AGGH | Simplify Aggregate Bond ETF | ETF-Other | 1.49% | -0.08% | +61.15% | |
| 15 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.47% | -0.01% | +11.29% | |
| 16 | VTHR | Vanguard Russell 3000 | ETF-Other | 1.44% | -0.09% | — | |
| 17 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.25% | +1.17% | +70.88% | |
| 18 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.24% | -0.54% | -12.31% | |
| 19 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 1.24% | -0.19% | -39.55% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.09% | +0.19% | +62.97% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.07% | -0.17% | +32.40% | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.04% | +0.34% | +70.53% | |
| 23 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 1.01% | -0.21% | -14.11% | |
| 24 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.99% | -0.27% | +37.06% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.92% | -0.13% | +196.39% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.90% | -0.05% | +43.86% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.90% | +0.08% | +4.30% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.87% | -0.15% | +12.79% | |
| 29 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.84% | -0.09% | +56.24% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.84% | -0.07% | +58.49% | |
| 31 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.81% | -0.17% | -7.89% | |
| 32 | DMAY | Ft Vest US Equity Deep Buffe | ETF-Other | 0.69% | -0.09% | -14.33% | |
| 33 | DOCT | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.59% | -0.07% | — | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | +0.25% | +85.51% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | +0.13% | +8.43% | |
| 36 | UFEB | Innovator U.s. Equity Ultra | ETF-Other | 0.55% | -0.01% | — | |
| 37 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-Other | 0.52% | -0.07% | -0.36% | |
| 38 | XLSR | Ss US Sector Rotation | ETF-Other | 0.52% | -0.07% | +161.13% | |
| 39 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.49% | -0.06% | +31.12% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.48% | -0.17% | +68.15% | |
| 41 | DTD | Wisdomtree US Total Dividend | ETF-Other | 0.46% | -0.04% | -1.97% | |
| 42 | DJUN | Ft Vest US Equity Deep Buffe | ETF-Other | 0.45% | -0.04% | -16.35% | |
| 43 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 0.44% | -0.05% | -0.59% | |
| 44 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.42% | -0.02% | — | |
| 45 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.41% | -0.05% | -23.83% | |
| 46 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.40% | +0.03% | +40.67% | |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.39% | — | +161.47% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.38% | -0.11% | +16.25% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.38% | -0.05% | +867.38% | |
| 50 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.37% | -0.01% | +156.43% |
According to official SEC Form 13F filings, Evolution Wealth Management Inc. reported a total U.S. public equity portfolio value of $170.1M across 747 disclosed positions in Q4 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 PSFF, SFLR, SPYM) accounted for 19.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
ACII
市值: $403.1K
Top Position Liquidated / Trimmed
IVVM
前期市值: $1.9M
During Q4 2025, Evolution Wealth Management Inc.'s top holdings by market value included PSFF (9.3%)、SFLR (7.4%)、SPYM (4.2%). The largest single position, PSFF, represented 9.3% of total portfolio value.
In Q4 2025, Evolution Wealth Management Inc. made 50 total portfolio adjustments, initiating 5 new buys, adding to 36 positions, trimming 6 holdings, and fully liquidating 3 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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