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 $200 Billions or more
