Evolution Wealth Management Inc. Portfolio Holdings

Evolution Wealth Management Inc.

  • $81.2 Billion
  • Q2 2025

Evolution Wealth Management Inc. has filed its 13F form on August 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $81.2 Billion distributed in 579 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 $13.2B, Pacer Fds Tr Swan Sos Fd Of Fd with a value of $5.68B, Simplify Exch Trad Fds Us Eq P with a value of $3.6B, Listed Fds Tr Overlay Shs Larg with a value of $2.68B, and Ishares Core S&P 500 ETF with a value of $1.87B.

Examining the 13F form we can see an increase of $81.2B in the current position value.

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 $81.2 Billion
ETFs: $44.9 Billion
Technology: $3.27 Billion
Financial Services: $1.54 Billion
Consumer Cyclical: $1.35 Billion
Communication Services: $1.05 Billion
Healthcare: $597 Million
Industrials: $472 Million
Utilities: $380 Million
Other: $922 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.5B
$6.08 Million 0.01% of portfolio
300
Q2 2025 New
$57B
$10.8 Million 0.01% of portfolio
104
Q2 2025 New
$154B
$9.92 Million 0.01% of portfolio
36
Q2 2025 New
$19B
$1.01 Million 0.0% of portfolio
8
Q2 2025 New
$13.9B
$1.93 Million 0.0% of portfolio
31
Q2 2025 New
$12.8B
$566,000 0.0% of portfolio
63
Q2 2025 New
$20.6B
$3.46 Million 0.0% of portfolio
33
Q2 2025 New
$127B
$618,000 0.0% of portfolio
9
Q2 2025 New
$55B
$1.21 Million 0.0% of portfolio
7
Q2 2025 New
$45.5B
$4.04 Million 0.0% of portfolio
105
Q2 2025 New
$29.2B
$619,000 0.0% of portfolio
54
Q2 2025 New
$33.5B
$297,000 0.0% of portfolio
4
Q2 2025 New
$87.2B
$2.98 Million 0.0% of portfolio
14
Q2 2025 New
$33B
$1.34 Million 0.0% of portfolio
126
Q2 2025 New
$10.7B
$172,000 0.0% of portfolio
50
Q2 2025 New
$127B
$1.38 Million 0.0% of portfolio
20
Q2 2025 New
$23.2B
$1.44 Million 0.0% of portfolio
8
Q2 2025 New
$19.7B
$4 Million 0.0% of portfolio
33
Q2 2025 New
$84.2B
$2.23 Million 0.0% of portfolio
33
Q2 2025 New
$29.3B
$2.35 Million 0.0% of portfolio
2
Q2 2025 New
$148B
$2.39 Million 0.0% of portfolio
10
Q2 2025 New
$73.6B
$2.22 Million 0.0% of portfolio
21
Q2 2025 New
$27B
$3.43 Million 0.0% of portfolio
43
Q2 2025 New
$43.6B
$2.71 Million 0.0% of portfolio
21
Q2 2025 New
$34.3B
$284,000 0.0% of portfolio
11
Q2 2025 New
$53.1B
$1.69 Million 0.0% of portfolio
7
Q2 2025 New
$100B
$1.79 Million 0.0% of portfolio
80
Q2 2025 New
$58.1B
$3.2 Million 0.0% of portfolio
100
Q2 2025 New
$102B
$2.41 Million 0.0% of portfolio
11
Q2 2025 New
$96B
$2.38 Million 0.0% of portfolio
34
Q2 2025 New
$91B
$509,000 0.0% of portfolio
1
Q2 2025 New
$15.1B
$3.46 Million 0.0% of portfolio
21
Q2 2025 New
$46.6B
$232,000 0.0% of portfolio
15
Q2 2025 New
$44.2B
$3.95 Million 0.0% of portfolio
40
Q2 2025 New
$17.3B
$3.44 Million 0.0% of portfolio
130
Q2 2025 New
$145B
$2.94 Million 0.0% of portfolio
11
Q2 2025 New
$105B
$1.26 Million 0.0% of portfolio
12
Q2 2025 New
$11.9B
$465,000 0.0% of portfolio
9
Q2 2025 New
$52.2B
$1.96 Million 0.0% of portfolio
58
Q2 2025 New
$73.2B
$2.39 Million 0.0% of portfolio
20
Q2 2025 New
$70.7B
$1.7 Million 0.0% of portfolio
4
Q2 2025 New
$173B
$61,000 0.0% of portfolio
1
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 579
  • Current Value $81.2 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 579 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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