Institutions / Evolution Wealth Management Inc.
Evolution Wealth Management Inc.
CIK 2010029 · Institution · as of Dec 31, 2025
Portfolio value
$120.87M
Positions
747
As of
Dec 31, 2025
Portfolio trend
Portfolio value
$120.87M+24.1%Positions
747+26.4%Top holdings
Dec 31, 2025View all 747 →
| Company | Value | % of portfolio |
|---|---|---|
| Pacer Fds Tr | $11.29M | 9.3% |
| Innovator Etfs Trust | $8.96M | 7.4% |
| SPDR Series Trust | $5.03M | 4.2% |
| Simplify Exchange Traded Fun | $4.51M | 3.7% |
| Simplify Exchange Traded Fun | $3.20M | 2.7% |
| Listed Fds Tr | $2.46M | 2.0% |
| Listed Fds Tr | $2.30M | 1.9% |
| iShares Tr | $2.19M | 1.8% |
| NVIDIA Corp | $2.16M | 1.8% |
| Schwab Strategic Tr | $2.12M | 1.8% |
| Simplify Exchange Traded Fun | $2.06M | 1.7% |
| Invesco Exch Traded Fd Tr II | $1.88M | 1.6% |
| Vanguard Index Fds | $1.82M | 1.5% |
| Simplify Exchange Traded Fun | $1.80M | 1.5% |
| Dbx ETF Tr | $1.78M | 1.5% |
| Vanguard Scottsdale Fds | $1.74M | 1.4% |
| Invesco Exch Traded Fd Tr II | $1.51M | 1.2% |
| iShares Tr | $1.50M | 1.2% |
| Innovator Etfs Trust | $1.50M | 1.2% |
| iShares Tr | $1.32M | 1.1% |
| iShares MSCI UAE ETF | $1.29M | 1.1% |
| iShares Tr | $1.26M | 1.0% |
| Innovator Etfs Trust | $1.23M | 1.0% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $1.20M | 1.0% |
| Invesco Qqq Tr | $1.11M | 0.9% |
Activity
Dec 31, 2025View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | Add | 69374H568 | $5.57M | +172K +97.63% | 349,058 9.34% of portfolio | medium |
| Q4 2025 as of | Add | 78464A854 | $2.11M | +26K +72.01% | 62,713 4.16% of portfolio | low |
| Q4 2025 as of | Exit | 092528702 | $-1.88M | -55K -100.00% | — | low |
| Q4 2025 as of | Trim | 45783Y723 | $-978.3K | -28K -39.55% | 42,301 1.24% of portfolio | low |
| Q4 2025 as of | Add | 922908363 | $943.9K | +2K +108.04% | 2,898 1.50% of portfolio | low |
| Q4 2025 as of | Add | NVIDIA Corp | $844.9K | +5K +64.05% | 11,603 1.79% of portfolio | low |
| Q4 2025 as of | Add | 46090E103 | $735.8K | +1K +196.39% | 1,808 0.92% of portfolio | low |
| Q4 2025 as of | Add | 82889N723 | $683.3K | +33K +61.15% | 86,988 1.49% of portfolio | low |
| Q4 2025 as of | Add | 46138E339 | $626.7K | +5K +70.88% | 12,662 1.25% of portfolio | low |
| Q4 2025 as of | Add | 82889N202 | $579.0K | +15K +14.74% | 114,806 3.73% of portfolio | low |