The Analysis of EVOLUTION WEALTH MANAGEMENT INC.'s Holdings

Currently, EVOLUTION WEALTH MANAGEMENT INC. holds 747 types of securities in its portfolio with a total value $120.9M. In the most recent quarter, they have increased their positions in PSFF (+172.4K shares, valued at $5.6M), SPYM (+26.3K shares, valued at $2.1M), N/A (+1.5K shares, valued at $943.9K); decreased their positions in PSTP (-27.7K shares, valued at $978.3K), VZ (-12.1K shares, valued at $491.2K), SBAR (-9.3K shares, valued at $244.5K); initiated new positions in ACII (+15.7K shares, valued at $403.1K), CRWV (+3.0K shares, valued at $214.8K), PDEC (+4.3K shares, valued at $186.9K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PSFF PACER FDS TR349.1K shares97.63%2025-12-312026-02-10

SFLR INNOVATOR ETFS TRUST243.1K shares-2.12%2025-12-312026-02-10

SPYM SPDR SERIES TRUST62.7K shares72.01%2025-12-312026-02-10

SPD SIMPLIFY EXCHANGE TRADED FUN114.8K shares14.74%2025-12-312026-02-10

SPYC SIMPLIFY EXCHANGE TRADED FUN75.0K shares7.18%2025-12-312026-02-10

OVB LISTED FDS TR119.9K shares26.69%2025-12-312026-02-10

OVL LISTED FDS TR43.2K shares-3.95%2025-12-312026-02-10

IVV ISHARES TR3.2K shares20.69%2025-12-312026-02-10

Sponsored

NVDA NVIDIA CORPORATION11.6K shares64.05%2025-12-312026-02-10

SCHX SCHWAB STRATEGIC TR78.9K shares0.88%2025-12-312026-02-10

HEQT SIMPLIFY EXCHANGE TRADED FUN64.2K shares11.34%2025-12-312026-02-10

QQQM INVESCO EXCH TRADED FD TR II7.4K shares29.71%2025-12-312026-02-10

VANGUARD INDEX FDS VANGUARD INDEX FDS2.9K shares108.04%2025-12-312026-02-10

AGGH SIMPLIFY EXCHANGE TRADED FUN87.0K shares61.15%2025-12-312026-02-10

DBEF DBX ETF TR37.0K shares11.29%2025-12-312026-02-10

VTHR VANGUARD SCOTTSDALE FDS5.8K shares0.00%2025-12-312026-02-10

Sponsored

SPMO INVESCO EXCH TRADED FD TR II12.7K shares70.88%2025-12-312026-02-10

SGOV ISHARES TR15.0K shares-12.31%2025-12-312026-02-10

PSTP INNOVATOR ETFS TRUST42.3K shares-39.55%2025-12-312026-02-10

EFV ISHARES TR18.4K shares62.97%2025-12-312026-02-10

QUAL ISHARES TR6.5K shares32.40%2025-12-312026-02-10

EFG ISHARES TR11.1K shares70.53%2025-12-312026-02-10

QFLR INNOVATOR ETFS TRUST35.8K shares-14.11%2025-12-312026-02-10

DYNF BLACKROCK ETF TRUST19.8K shares37.06%2025-12-312026-02-10

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.8K shares196.39%2025-12-312026-02-10

AAPL APPLE INC4.0K shares43.86%2025-12-312026-02-10

VUG VANGUARD INDEX FDS2.2K shares4.30%2025-12-312026-02-10

MSFT MICROSOFT CORP2.2K shares12.79%2025-12-312026-02-10

HYS PIMCO ETF TR10.7K shares56.24%2025-12-312026-02-10

IVW ISHARES TR8.2K shares58.49%2025-12-312026-02-10

XLG INVESCO EXCHANGE TRADED FD T16.6K shares-7.89%2025-12-312026-02-10

DMAY FIRST TR EXCHNG TRADED FD VI18.3K shares-14.33%2025-12-312026-02-10

Sponsored

DOCT FIRST TR EXCHNG TRADED FD VI16.0K shares0.00%2025-12-312026-02-10

SPY SPDR S&P 500 ETF TR1.0K shares85.51%2025-12-312026-02-10

AMZN AMAZON COM INC3.0K shares8.43%2025-12-312026-02-10

UFEB INNOVATOR ETFS TRUST18.1K shares0.00%2025-12-312026-02-10

DDWM WISDOMTREE TR14.5K shares-0.36%2025-12-312026-02-10

XLSR SSGA ACTIVE TR10.1K shares161.13%2025-12-312026-02-10

JPST J P MORGAN EXCHANGE TRADED F11.8K shares31.12%2025-12-312026-02-10

SCHD SCHWAB STRATEGIC TR21.2K shares68.15%2025-12-312026-02-10

Sponsored

DTD WISDOMTREE TR6.6K shares-1.97%2025-12-312026-02-10

DJUN FIRST TR EXCHNG TRADED FD VI11.6K shares-16.35%2025-12-312026-02-10

DJUL FIRST TR EXCHNG TRADED FD VI11.3K shares-0.59%2025-12-312026-02-10

IWY ISHARES TR1.9K shares0.00%2025-12-312026-02-10

DJAN FIRST TR EXCHNG TRADED FD VI11.5K shares-23.83%2025-12-312026-02-10

IYW ISHARES TR2.4K shares40.67%2025-12-312026-02-10

SPDW SPDR INDEX SHS FDS10.7K shares161.47%2025-12-312026-02-10

GLD SPDR GOLD TR1.2K shares16.25%2025-12-312026-02-10

Sponsored

VTI VANGUARD INDEX FDS1.4K shares867.38%2025-12-312026-02-10

SPEM SPDR INDEX SHS FDS9.5K shares156.43%2025-12-312026-02-10

IUSB ISHARES TR9.4K shares231.37%2025-12-312026-02-10

IVE ISHARES TR2.0K shares52.67%2025-12-312026-02-10

RDVY FIRST TR EXCHANGE TRADED FD6.1K shares0.00%2025-12-312026-02-10

TUA SIMPLIFY EXCHANGE TRADED FUN19.0K shares30.40%2025-12-312026-02-10

IGSB ISHARES TR7.8K shares8.37%2025-12-312026-02-10

ACII INNOVATOR ETFS TRUST15.7K sharesnew addition2025-12-312026-02-10

Sponsored

IFRA ISHARES TR7.4K shares65.16%2025-12-312026-02-10

BILZ PIMCO ETF TR3.8K shares4.85%2025-12-312026-02-10

AVLV AMERICAN CENTY ETF TR4.9K shares83.34%2025-12-312026-02-10

VEA VANGUARD TAX-MANAGED FDS6.0K shares7.38%2025-12-312026-02-10

SCHZ SCHWAB STRATEGIC TR15.9K shares499.96%2025-12-312026-02-10

ZFEB INNOVATOR ETFS TRUST14.5K shares0.00%2025-12-312026-02-10

DHS WISDOMTREE TR3.6K shares-1.34%2025-12-312026-02-10

ALPHABET INC ALPHABET INC1.1K shares39.27%2025-12-312026-02-10

Sponsored

BAC BANK AMERICA CORP6.5K shares9.31%2025-12-312026-02-10

ZAUG INNOVATOR ETFS TRUST13.4K shares0.00%2025-12-312026-02-10

OVT LISTED FDS TR16.1K shares-7.69%2025-12-312026-02-10

AIRR FIRST TR EXCHANGE TRADED FD3.4K shares0.00%2025-12-312026-02-10

VIG VANGUARD SPECIALIZED FUNDS1.5K shares0.00%2025-12-312026-02-10

DNOV FIRST TR EXCHNG TRADED FD VI6.9K shares-0.01%2025-12-312026-02-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL664 shares4.24%2025-12-312026-02-10

EMXC ISHARES INC4.6K shares44.16%2025-12-312026-02-10

Sponsored

AVUS AMERICAN CENTY ETF TR3.0K shares131.30%2025-12-312026-02-10

XMHQ INVESCO EXCHANGE TRADED FD T3.1K shares0.00%2025-12-312026-02-10

IQDG WISDOMTREE TR7.3K shares-7.90%2025-12-312026-02-10

LLY ELI LILLY & CO279 shares973.08%2025-12-312026-02-10

DAUG FIRST TR EXCHNG TRADED FD VI6.7K shares-0.97%2025-12-312026-02-10

DSEP FIRST TR EXCHNG TRADED FD VI6.6K shares-0.05%2025-12-312026-02-10

UAUG INNOVATOR ETFS TRUST7.2K shares0.00%2025-12-312026-02-10

SPMD SPDR SERIES TRUST4.7K shares56.98%2025-12-312026-02-10

Sponsored

VTV VANGUARD INDEX FDS1.4K shares1.80%2025-12-312026-02-10

PAUG INNOVATOR ETFS TRUST6.2K shares1.45%2025-12-312026-02-10

AEE AMEREN CORP2.7K shares0.37%2025-12-312026-02-10

ZMAY INNOVATOR ETFS TRUST10.5K shares-0.79%2025-12-312026-02-10

BSEP INNOVATOR ETFS TRUST5.3K shares0.00%2025-12-312026-02-10

MBB ISHARES TR2.6K shares524.52%2025-12-312026-02-10

QBER ELEVATION SERIES TRUST10.4K shares12.93%2025-12-312026-02-10

ZJUL INNOVATOR ETFS TRUST8.4K shares-22.68%2025-12-312026-02-10

Sponsored

TSLA TESLA INC519 shares-19.28%2025-12-312026-02-10

DDEC FIRST TR EXCHNG TRADED FD VI5.2K shares-48.76%2025-12-312026-02-10

PGR PROGRESSIVE CORP1.0K shares8333.33%2025-12-312026-02-10

SBUX STARBUCKS CORP2.7K shares2561.00%2025-12-312026-02-10

CRWV COREWEAVE INC3.0K sharesnew addition2025-12-312026-02-10

JPM JPMORGAN CHASE & CO.659 shares78.59%2025-12-312026-02-10

SBAR SIMPLIFY EXCHANGE TRADED FUN8.1K shares-53.69%2025-12-312026-02-10

BUFT FIRST TR EXCHNG TRADED FD VI8.5K shares-2.54%2025-12-312026-02-10

Sponsored

BIL SPDR SERIES TRUST2.3K shares9.08%2025-12-312026-02-10

HMOP HARTFORD FDS EXCHANGE TRADED5.2K shares76.28%2025-12-312026-02-10

BROADCOM INC BROADCOM INC586 shares117.04%2025-12-312026-02-10

CVS CVS HEALTH CORP2.5K shares1958.20%2025-12-312026-02-10

FTSM FIRST TR EXCHANGE-TRADED FD3.2K shares-15.81%2025-12-312026-02-10

PDEC INNOVATOR ETFS TRUST4.3K sharesnew addition2025-12-312026-02-10

MARM FIRST TR EXCHNG TRADED FD VI5.6K sharesnew addition2025-12-312026-02-10

IJH ISHARES TR2.8K shares11.19%2025-12-312026-02-10

Sponsored

SPSM SPDR SERIES TRUST3.9K shares176.92%2025-12-312026-02-10

FELC FIDELITY COVINGTON TRUST4.6K shares0.00%2025-12-312026-02-10

MGV VANGUARD WORLD FD1.2K shares41.34%2025-12-312026-02-10

BINC BLACKROCK ETF TRUST II3.3K shares695.94%2025-12-312026-02-10

TCHP T ROWE PRICE ETF INC3.5K shares0.00%2025-12-312026-02-10

DVY ISHARES TR1.2K sharesnew addition2025-12-312026-02-10

AGGY WISDOMTREE TR3.9K shares-24.07%2025-12-312026-02-10

NJUL INNOVATOR ETFS TRUST2.3K shares-10.43%2025-12-312026-02-10

Sponsored

IEF ISHARES TR1.7K shares6146.43%2025-12-312026-02-10

XLE SELECT SECTOR SPDR TR3.7K shares101.18%2025-12-312026-02-10

SMH VANECK ETF TRUST464 shares28.18%2025-12-312026-02-10

DFEB FIRST TR EXCHNG TRADED FD VI3.5K shares-0.09%2025-12-312026-02-10

ZMAR INNOVATOR ETFS TRUST6.0K shares0.00%2025-12-312026-02-10

CLM CORNERSTONE STRATEGIC INVEST19.4K shares0.00%2025-12-312026-02-10

DON WISDOMTREE TR3.1K shares-19.43%2025-12-312026-02-10

IEFA ISHARES TR1.8K shares31.14%2025-12-312026-02-10

Sponsored

IWF ISHARES TR337 shares13.09%2025-12-312026-02-10

LAM RESEARCH CORP LAM RESEARCH CORP917 shares77.37%2025-12-312026-02-10

ZDEK INNOVATOR ETFS TRUST6.1K shares0.00%2025-12-312026-02-10

DGS WISDOMTREE TR2.7K shares-14.49%2025-12-312026-02-10

IEMG ISHARES INC2.3K shares90.42%2025-12-312026-02-10

ABT ABBOTT LABS1.2K shares82.34%2025-12-312026-02-10

DEM WISDOMTREE TR3.3K shares-14.55%2025-12-312026-02-10

ALPHABET INC ALPHABET INC480 shares13.74%2025-12-312026-02-10

Sponsored

DLS WISDOMTREE TR1.9K shares-15.46%2025-12-312026-02-10

DAPR FIRST TR EXCHNG TRADED FD VI3.8K shares-38.36%2025-12-312026-02-10

DDFL INNOVATOR ETFS TRUST7.3K shares0.00%2025-12-312026-02-10

LTPZ PIMCO ETF TR2.9K shares30.63%2025-12-312026-02-10

BOCT INNOVATOR ETFS TRUST3.0K sharesnew addition2025-12-312026-02-10

MINO PIMCO ETF TR3.2K sharesnew addition2025-12-312026-02-10

GDEC FIRST TR EXCHNG TRADED FD VI3.8K shares0.00%2025-12-312026-02-10

UCON FIRST TR EXCHNG TRADED FD VI5.6K shares0.00%2025-12-312026-02-10

Sponsored

HOOD ROBINHOOD MKTS INC1.2K shares0.00%2025-12-312026-02-10

ABBV ABBVIE INC612 shares505.94%2025-12-312026-02-10

GS GOLDMAN SACHS GROUP INC159 shares-1.85%2025-12-312026-02-10

PLTR PALANTIR TECHNOLOGIES INC782 shares72.63%2025-12-312026-02-10

META META PLATFORMS INC208 shares31.65%2025-12-312026-02-10

NOC NORTHROP GRUMMAN CORP235 shares6.82%2025-12-312026-02-10

MCD MCDONALDS CORP437 shares14.70%2025-12-312026-02-10

MTGP WISDOMTREE TR2.9K shares-18.52%2025-12-312026-02-10

Sponsored

MU MICRON TECHNOLOGY INC452 shares1229.41%2025-12-312026-02-10

AUGM FIRST TR EXCHNG TRADED FD VI3.7K shares0.00%2025-12-312026-02-10

LCTU BLACKROCK ETF TRUST1.7K shares94.02%2025-12-312026-02-10

VYM VANGUARD WHITEHALL FDS843 shares86.09%2025-12-312026-02-10

PAVE GLOBAL X FDS2.4K shares0.00%2025-12-312026-02-10

HD HOME DEPOT INC339 shares162.79%2025-12-312026-02-10

VWO VANGUARD INTL EQUITY INDEX F2.2K shares3.10%2025-12-312026-02-10

QYLD GLOBAL X FDS6.6K shares-23.58%2025-12-312026-02-10

Sponsored

OCTM FIRST TR EXCHNG TRADED FD VI3.5K shares0.00%2025-12-312026-02-10

JNJ JOHNSON & JOHNSON557 shares356.56%2025-12-312026-02-10

VB VANGUARD INDEX FDS442 shares78.23%2025-12-312026-02-10

DES WISDOMTREE TR3.4K shares-28.75%2025-12-312026-02-10

RLI RLI CORP1.8K sharesnew addition2025-12-312026-02-10

GWX SPDR INDEX SHS FDS2.7K shares135.51%2025-12-312026-02-10

JUNM FIRST TR EXCHNG TRADED FD VI3.3K shares0.00%2025-12-312026-02-10

SOFI SOFI TECHNOLOGIES INC4.2K shares0.00%2025-12-312026-02-10

Sponsored

AVDE AMERICAN CENTY ETF TR1.3K shares207.39%2025-12-312026-02-10

VONG VANGUARD SCOTTSDALE FDS879 shares0.00%2025-12-312026-02-10

BND VANGUARD BD INDEX FDS1.4K shares108.42%2025-12-312026-02-10

GNOV FIRST TR EXCHNG TRADED FD VI2.6K sharesnew addition2025-12-312026-02-10

VCIT VANGUARD SCOTTSDALE FDS1.2K shares22.44%2025-12-312026-02-10

VV VANGUARD INDEX FDS325 shares218.63%2025-12-312026-02-10

IBIT ISHARES BITCOIN TRUST ETF2.0K shares10.68%2025-12-312026-02-10

SPYG SPDR SERIES TRUST933 sharesnew addition2025-12-312026-02-10

Sponsored

LONZ PIMCO ETF TR2.0K shares10.72%2025-12-312026-02-10

SPYV SPDR SERIES TRUST1.7K shares-5.65%2025-12-312026-02-10

IBM INTERNATIONAL BUSINESS MACHS324 shares6.93%2025-12-312026-02-10

SLV ISHARES SILVER TR1.5K shares0.00%2025-12-312026-02-10

GFEB FIRST TR EXCHNG TRADED FD VI2.3K shares0.00%2025-12-312026-02-10

FIIG FIRST TR EXCHANGE-TRADED FD4.4K shares0.00%2025-12-312026-02-10

MUNI PIMCO ETF TR1.8K sharesnew addition2025-12-312026-02-10

CIBR FIRST TR EXCHANGE TRADED FD1.3K shares-46.73%2025-12-312026-02-10

Sponsored

NBIS NEBIUS GROUP N.V.1.1K sharesnew addition2025-12-312026-02-10

DMAR FIRST TR EXCHNG TRADED FD VI2.2K shares-0.14%2025-12-312026-02-10

GOVT ISHARES TR4.0K sharesnew addition2025-12-312026-02-10

FSEP FIRST TR EXCHNG TRADED FD VI1.8K shares-38.14%2025-12-312026-02-10

FDEC FIRST TR EXCHNG TRADED FD VI1.7K shares-0.46%2025-12-312026-02-10

DECM FIRST TR EXCHNG TRADED FD VI2.7K shares0.00%2025-12-312026-02-10

QHY WISDOMTREE TR1.9K shares-33.16%2025-12-312026-02-10

PAPR INNOVATOR ETFS TRUST2.2K shares0.00%2025-12-312026-02-10

Sponsored

AGG ISHARES TR858 shares113.97%2025-12-312026-02-10

SPYI NEOS ETF TRUST1.6K sharesnew addition2025-12-312026-02-10

DSI ISHARES TR651 shares64.81%2025-12-312026-02-10

FMB FIRST TR EXCH TRADED FD III1.6K shares0.00%2025-12-312026-02-10

JAJL INNOVATOR ETFS TRUST2.9K shares0.00%2025-12-312026-02-10

EW EDWARDS LIFESCIENCES CORP960 shares0.00%2025-12-312026-02-10

CINF CINCINNATI FINL CORP500 sharesnew addition2025-12-312026-02-10

CHAT TIDAL TRUST II1.4K shares218.88%2025-12-312026-02-10

Sponsored

NAPR INNOVATOR ETFS TRUST1.4K shares0.00%2025-12-312026-02-10

VZ VERIZON COMMUNICATIONS INC1.9K shares-86.52%2025-12-312026-02-10

TAFI AB ACTIVE ETFS INC3.0K sharesnew addition2025-12-312026-02-10

DGRW WISDOMTREE TR836 shares65.22%2025-12-312026-02-10

XOM EXXON MOBIL CORP615 shares6.96%2025-12-312026-02-10

TDIV FIRST TR EXCHANGE TRADED FD759 shares0.00%2025-12-312026-02-10

BJUL INNOVATOR ETFS TRUST1.4K shares-51.06%2025-12-312026-02-10

VOE VANGUARD INDEX FDS404 shares-19.84%2025-12-312026-02-10

Sponsored

AOK ISHARES TR1.8K sharesnew addition2025-12-312026-02-10

GLDM WORLD GOLD TR830 shares69.39%2025-12-312026-02-10

LMT LOCKHEED MARTIN CORP144 shares0.00%2025-12-312026-02-10

FDS FACTSET RESH SYS INC240 sharesnew addition2025-12-312026-02-10

EAGG ISHARES TR1.4K shares64.77%2025-12-312026-02-10

ICVT ISHARES TR703 sharesnew addition2025-12-312026-02-10

TMUS T-MOBILE US INC341 shares9.65%2025-12-312026-02-10

TLT ISHARES TR786 shares560.50%2025-12-312026-02-10

Sponsored

AMD ADVANCED MICRO DEVICES INC317 shares45.41%2025-12-312026-02-10

CEG CONSTELLATION ENERGY CORP188 sharesnew addition2025-12-312026-02-10

JHMM JOHN HANCOCK EXCHANGE TRADED1.0K shares0.00%2025-12-312026-02-10

SCHG SCHWAB STRATEGIC TR2.0K shares-13.41%2025-12-312026-02-10

ZSEP INNOVATOR ETFS TRUST2.4K shares-3.67%2025-12-312026-02-10

ONEZ ELEVATION SERIES TRUST2.4K shares0.00%2025-12-312026-02-10

BA BOEING CO289 shares4.71%2025-12-312026-02-10

BAUG INNOVATOR ETFS TRUST1.2K shares0.00%2025-12-312026-02-10

Sponsored

SUSC ISHARES TR2.6K shares89.64%2025-12-312026-02-10

AIQ GLOBAL X FDS1.2K shares-32.33%2025-12-312026-02-10

FRI FIRST TR EXCHANGE-TRADED FD2.2K shares16.06%2025-12-312026-02-10

BSV VANGUARD BD INDEX FDS768 shares6.96%2025-12-312026-02-10

QTUM ETF SER SOLUTIONS551 shares0.00%2025-12-312026-02-10

RAA ETF OPPORTUNITIES TRUST2.2K sharesnew addition2025-12-312026-02-10

SPG SIMON PPTY GROUP INC NEW317 shares0.00%2025-12-312026-02-10

XMLV INVESCO EXCH TRADED FD TR II940 shares0.00%2025-12-312026-02-10

Sponsored

SDVY FIRST TR EXCHANGE-TRADED FD1.5K shares0.00%2025-12-312026-02-10

BOND PIMCO ETF TR616 sharesnew addition2025-12-312026-02-10

PRFD PIMCO ETF TR1.1K shares10.47%2025-12-312026-02-10

CERY SPDR SERIES TRUST2.0K shares159.04%2025-12-312026-02-10

XLF SELECT SECTOR SPDR TR1.0K shares-13.59%2025-12-312026-02-10

USXF ISHARES TR984 shares64.82%2025-12-312026-02-10

SDY SPDR SERIES TRUST404 shares0.00%2025-12-312026-02-10

RFDA ALPS ETF TR881 shares0.00%2025-12-312026-02-10

Sponsored

GAPR FIRST TR EXCHNG TRADED FD VI1.4K shares-29.21%2025-12-312026-02-10

FLRG FIDELITY COVINGTON TRUST1.4K shares0.00%2025-12-312026-02-10

AVEM AMERICAN CENTY ETF TR703 shares209.69%2025-12-312026-02-10

FOCT FIRST TR EXCHNG TRADED FD VI1.1K shares0.00%2025-12-312026-02-10

ZJUN INNOVATOR ETFS TRUST1.9K shares0.00%2025-12-312026-02-10

ELD WISDOMTREE TR1.8K shares-36.98%2025-12-312026-02-10

USEP INNOVATOR ETFS TRUST1.3K shares0.00%2025-12-312026-02-10

DDFS INNOVATOR ETFS TRUST2.4K shares0.00%2025-12-312026-02-10

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FV FIRST TR EXCHANGE TRADED FD750 shares0.00%2025-12-312026-02-10

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