EVOLUTION WEALTH MANAGEMENT INC. - Portfolio Stock Holdings
EVOLUTION WEALTH MANAGEMENT INC. disclosed 978 stock positions in a recent SEC 13F filing. $170,186,656 of stock holdings were filed, with the largest holdings including SPYM, SFLR, and PSFF. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $171,743,835 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
978Est. Stock Holding Value:
$170,186,656Top Stock Holdings By Sector
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Portfolio Stock Holdings - EVOLUTION WEALTH MANAGEMENT INC.
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