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 $170.1M across 935 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPLG ($11.8M, 6.95%), SFLR ($8.4M, 4.96%), PSFF ($8.1M, 4.74%), SPD ($5.6M, 3.31%), SPMO ($5.4M, 3.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $11.8M | 6.95% | 134,440 | Added |
| 2 | SFLR | INNOVATOR ETFS TRUST | $8.4M | 4.96% | 218,621 | Trimmed |
| 3 | PSFF | PACER FDS TR | $8.1M | 4.74% | 234,797 | Trimmed |
| 4 | SPD | SIMPLIFY EXCHANGE TRADED FUN | $5.6M | 3.31% | 135,699 | Added |
| 5 | SPMO | INVESCO EXCH TRADED FD TR II | $5.4M | 3.15% | 33,146 | Added |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | $5.2M | 3.08% | 17,301 | Added |
| 7 | SPYC | SIMPLIFY EXCHANGE TRADED FUN | $5.0M | 2.92% | 108,823 | Added |
| 8 | OVB | LISTED FDS TR | $4.4M | 2.61% | 217,195 | Added |
| 9 | SPBW | AIM ETF PRODUCTS TRUST | $4.2M | 2.45% | 145,350 | Added |
| 10 | EFG | ISHARES TR | $3.3M | 1.95% | 26,672 | Added |
| 11 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | $3.3M | 1.94% | 163,520 | Added |
| 12 | EFV | ISHARES TR | $3.3M | 1.92% | 42,570 | Added |
| 13 | HEQT | SIMPLIFY EXCHANGE TRADED FUN | $2.8M | 1.65% | 83,859 | Added |
| 14 | VOO | VANGUARD INDEX FDS | $2.8M | 1.64% | 4,054 | Trimmed |
| 15 | IVV | ISHARES TR | $2.5M | 1.48% | 3,370 | Added |
| 16 | LALT | FIRST TR EXCHNG TRADED FD VI | $2.1M | 1.25% | 88,219 | New |
| 17 | OVL | LISTED FDS TR | $2.1M | 1.21% | 36,489 | Trimmed |
| 18 | VTHR | VANGUARD SCOTTSDALE FDS | $1.9M | 1.13% | 5,802 | Hold |
| 19 | NVDA | NVIDIA CORPORATION | $1.9M | 1.10% | 9,843 | Trimmed |
| 20 | DBEF | DBX ETF TR | $1.9M | 1.10% | 34,221 | Added |
| 21 | AAPL | APPLE INC | $1.7M | 1.02% | 5,990 | Added |
| 22 | SCHX | SCHWAB STRATEGIC TR | $1.7M | 1.01% | 58,394 | Added |
| 23 | AVLV | AMERICAN CENTY ETF TR | $1.6M | 0.97% | 18,002 | Added |
| 24 | HYS | PIMCO ETF TR | $1.6M | 0.92% | 16,701 | Added |
| 25 | PSTP | INNOVATOR ETFS TRUST | $1.5M | 0.90% | 41,530 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30