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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$161 Million 0.17% of portfolio
19,425
Q2 2025 New
$0
$7.91 Million 0.01% of portfolio
410
Q3 2025 Reduced 81.41%
$0
$5.43 Million 0.01% of portfolio
266
Q3 2025 Reduced 55.59%
$0
$4.82 Million 0.0% of portfolio
600
Q2 2025 New

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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