§ 13F · FUND PROFILE
EVOLUTION WEALTH MANAGEMENT INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $195M (13F)Positions · 1182Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 107K | $8M | 6.0% | +71% |
| 2 | SFLR | INNOVATOR ETFS TRUST | 225K | $8M | 5.8% | −8% |
| 3 | PSFF | PACER FDS TR | 242K | $8M | 5.7% | −31% |
| 4 | SPD | SIMPLIFY EXCHANGE TRADED FUN | 131K | $5M | 3.5% | +14% |
| 5 | SPYC | SIMPLIFY EXCHANGE TRADED FUN | 103K | $4M | 3.0% | +37% |
| 6 | OVB | LISTED FDS TR | 178K | $4M | 2.7% | +48% |
| 7 | SPBW | AIM ETF PRODUCTS TRUST | 125K | $3M | 2.5% | NEW |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | 13K | $3M | 2.3% | +78% |
| 9 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | 136K | $3M | 2.0% | +56% |
| 10 | SPMO | INVESCO EXCH TRADED FD TR II | 24K | $3M | 2.0% | +91% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EVOLUTION SIGNAL
AC read
EVOLUTION WEALTH MANAGEMENT INC. is a Other fund managing $195 million in assets. The fund runs a massive portfolio of 1,182 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed