§ 13F · FUND PROFILE
EVOLUTION WEALTH MANAGEMENT INC..
AUM · $170M (13F)Positions · 939Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 134K | $12M | 6.9% | +25% |
| 2 | SFLR | INNOVATOR ETFS TRUST | 219K | $8M | 5.0% | −3% |
| 3 | PSFF | PACER FDS TR | 235K | $8M | 4.7% | −3% |
| 4 | SPD | SIMPLIFY EXCHANGE TRADED FUN | 136K | $6M | 3.3% | +4% |
| 5 | SPMO | INVESCO EXCH TRADED FD TR II | 33K | $5M | 3.1% | +37% |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | 17K | $5M | 3.1% | +30% |
| 7 | SPYC | SIMPLIFY EXCHANGE TRADED FUN | 109K | $5M | 2.9% | +6% |
| 8 | OVB | LISTED FDS TR | 217K | $4M | 2.6% | +22% |
| 9 | SPBW | AIM ETF PRODUCTS TRUST | 138K | $4M | 2.3% | +16% |
| 10 | EFG | ISHARES TR | 27K | $3M | 2.0% | +35% |
§ 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 $170 million in assets. The fund runs a broad portfolio of 939 positions.
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