Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
EVOLUTION WEALTH MANAGEMENT INC. (CIK 2010029) reported $136.8M across 844 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($8.2M, 6.00%), SFLR ($8.0M, 5.82%), PSFF ($7.7M, 5.66%), SPD ($4.8M, 3.48%), SPYC ($4.1M, 2.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $8.2M | 6.00% | 107,308 | Added |
| 2 | SFLR | INNOVATOR ETFS TRUST | $8.0M | 5.82% | 224,896 | Trimmed |
| 3 | PSFF | PACER FDS TR | $7.7M | 5.66% | 241,755 | Trimmed |
| 4 | SPD | SIMPLIFY EXCHANGE TRADED FUN | $4.8M | 3.48% | 130,790 | Added |
| 5 | SPYC | SIMPLIFY EXCHANGE TRADED FUN | $4.1M | 2.96% | 102,699 | Added |
| 6 | OVB | LISTED FDS TR | $3.7M | 2.67% | 177,905 | Added |
| 7 | SPBW | AIM ETF PRODUCTS TRUST | $3.4M | 2.49% | 125,237 | New |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | $3.2M | 2.30% | 13,258 | Added |
| 9 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | $2.8M | 2.03% | 136,124 | Added |
| 10 | SPMO | INVESCO EXCH TRADED FD TR II | $2.7M | 1.98% | 24,169 | Added |
| 11 | VOO | VANGUARD INDEX FDS | $2.7M | 1.95% | 4,460 | Added |
| 12 | EFV | ISHARES TR | $2.4M | 1.73% | 31,768 | Added |
| 13 | HEQT | SIMPLIFY EXCHANGE TRADED FUN | $2.4M | 1.72% | 74,730 | Added |
| 14 | EFG | ISHARES TR | $2.2M | 1.61% | 19,764 | Added |
| 15 | IVV | ISHARES TR | $2.2M | 1.59% | 3,329 | Added |
| 16 | OVL | LISTED FDS TR | $2.1M | 1.55% | 42,043 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $1.9M | 1.39% | 10,903 | Trimmed |
| 18 | VTHR | VANGUARD SCOTTSDALE FDS | $1.7M | 1.22% | 5,802 | Hold |
| 19 | SGOV | ISHARES TR | $1.5M | 1.11% | 15,136 | Added |
| 20 | DBEF | DBX ETF TR | $1.5M | 1.11% | 30,871 | Trimmed |
| 21 | PSTP | INNOVATOR ETFS TRUST | $1.5M | 1.09% | 43,392 | Added |
| 22 | SCHX | SCHWAB STRATEGIC TR | $1.5M | 1.08% | 57,838 | Trimmed |
| 23 | AAPL | APPLE INC | $1.5M | 1.07% | 5,782 | Added |
| 24 | HYS | PIMCO ETF TR | $1.4M | 1.01% | 14,811 | Added |
| 25 | MSFT | MICROSOFT CORP | $1.2M | 0.91% | 3,367 | Added |
Source: SEC Form 13F filings · as of 2026-03-31