Evolution Wealth Management Inc. Portfolio Holdings

Evolution Wealth Management Inc.

  • $97.4 Billion
  • Q3 2025

Evolution Wealth Management Inc. has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $97.4 Billion distributed in 591 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Innovator Etfs Tr Equity Manag with a value of $8.95B, Pacer Fds Tr Swan Sos Fd Of Fd with a value of $5.58B, Simplify Exch Trad Fds Us Eq P with a value of $3.95B, Simplify Exchange Traded Fds U with a value of $3B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $2.86B.

Examining the 13F form we can see an increase of $16.3B in the current position value, from $81.2B to 97.4B.

Evolution Wealth Management Inc. is based out at Fort Myers, FL

Below you can find more details about Evolution Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $97.4 Billion
ETFs: $56.4 Billion
Technology: $3.82 Billion
Financial Services: $1.62 Billion
Consumer Cyclical: $1.21 Billion
Communication Services: $1.14 Billion
Industrials: $510 Million
Healthcare: $398 Million
Utilities: $325 Million
Other: $743 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$8.95 Billion 9.19% of portfolio
-
Q3 2025 Reduced 36.92%
$0
$5.58 Billion 5.73% of portfolio
176,623
Q3 2025 Reduced 5.21%
$0
$3.95 Billion 4.06% of portfolio
100,057
Q3 2025 Added 5.6%
-
$3 Billion 3.08% of portfolio
-
Q3 2025 Added 931.27%
$0
$2.86 Billion 2.93% of portfolio
36,459
Q3 2025 Added 155.73%
$0
$2.43 Billion 2.5% of portfolio
69,977
Q3 2025 Added 90.87%
-
$2.35 Billion 2.41% of portfolio
-
Q3 2025 Reduced 19.08%
$0
$2.06 Billion 2.11% of portfolio
78,180
Q3 2025 Added 69.58%
Listed Fds Tr
-
$1.97 Billion 2.02% of portfolio
-
Q3 2025 Added 5.12%
Blackrock ETF Trust Ii
-
$1.88 Billion 1.93% of portfolio
-
Q3 2025 New
$0
$1.8 Billion 1.85% of portfolio
57,677
Q3 2025 New
$0
$1.78 Billion 1.82% of portfolio
2,653
Q3 2025 Reduced 11.86%
$0
$1.72 Billion 1.77% of portfolio
17,089
Q3 2025 Added 15.79%
$0
$1.71 Billion 1.75% of portfolio
5,802
Q2 2025 New
$0
$1.54 Billion 1.58% of portfolio
33,210
Q3 2025 New
$0
$1.42 Billion 1.45% of portfolio
5,728
Q3 2025 Added 51,972.73%
$465B
$1.32 Billion 1.35% of portfolio
7,073
Q3 2025 Added 4.01%
$0
$1.12 Billion 1.15% of portfolio
53,980
Q3 2025 Added 286.21%
$0
$1.03 Billion 1.06% of portfolio
17,986
Q3 2025 Reduced 7.99%
$0
$1.03 Billion 1.05% of portfolio
2,142
Q3 2025 Added 0.05%
$3.78T
$996 Million 1.02% of portfolio
1,923
Q3 2025 Reduced 0.36%
$0
$955 Million 0.98% of portfolio
4,911
Q3 2025 Reduced 7.3%
$0
$948 Million 0.97% of portfolio
21,382
Q3 2025 Reduced 0.07%
$0
$897 Million 0.92% of portfolio
7,410
Q3 2025 Added 468.69%
$0
$854 Million 0.88% of portfolio
14,421
Q3 2025 Reduced 11.32%
$0
$853 Million 0.88% of portfolio
1,393
Q3 2025 Added 86.48%
$0
$767 Million 0.79% of portfolio
11,303
Q3 2025 Added 78.65%
$0
$738 Million 0.76% of portfolio
6,482
Q3 2025 Added 86.59%
$4.3T
$711 Million 0.73% of portfolio
2,793
Q3 2025 Reduced 1.31%
$0
$690 Million 0.71% of portfolio
15,972
Q3 2025 Added 0.01%
$0
$657 Million 0.67% of portfolio
6,871
Q3 2025 New
$0
$643 Million 0.66% of portfolio
13,833
Q3 2025 Reduced 13.5%
$0
$648 Million 0.66% of portfolio
18,102
Q2 2025 New
$0
$635 Million 0.65% of portfolio
15,067
Q3 2025 Reduced 0.02%
$0
$624 Million 0.64% of portfolio
5,168
Q3 2025 Added 1.87%
$172B
$613 Million 0.63% of portfolio
13,942
Q3 2025 Reduced 2.75%
$2.39T
$604 Million 0.62% of portfolio
2,752
Q3 2025 Reduced 8.72%
$0
$607 Million 0.62% of portfolio
14,531
Q3 2025 Added 16.62%
$0
$567 Million 0.58% of portfolio
6,748
Q3 2025 Reduced 2.54%
$0
$530 Million 0.54% of portfolio
11,353
Q2 2025 New
$0
$507 Million 0.52% of portfolio
1,852
Q2 2025 New
$0
$457 Million 0.47% of portfolio
9,016
Q3 2025 Added 66.81%
Simplify Exchange Traded Fun
-
$457 Million 0.47% of portfolio
-
Q3 2025 New
$0
$441 Million 0.45% of portfolio
10,072
Q3 2025 Reduced 21.87%
Aim ETF Products Trust
-
$430 Million 0.44% of portfolio
-
Q3 2025 New
$0
$411 Million 0.42% of portfolio
6,107
Q2 2025 New
$0
$390 Million 0.4% of portfolio
17,414
Q3 2025 Added 22.53%
$0
$384 Million 0.39% of portfolio
7,240
Q3 2025 New
$0
$368 Million 0.38% of portfolio
552
Q3 2025 Reduced 60.8%

Summary

  • Portfolio
  • No. of Stocks 591
  • Current Value $97.4 Billion
  • Prior Value $81.2 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 118 stocks
  • Additional Purchases 114 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 137 stocks
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