EVOLUTION WEALTH MANAGEMENT INC.

13F Portfolio Filings

Most recent 13F
Q4 2025
Location
Fort Myers, FL
CIK
0002010029
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2025 747 120,873 PSFF, SFLR, SPLG, SPD 13F-HR 2/10/2026 000201002926000001
Q3 2025 591 97,438 SFLR, PSFF, SPD, SPYC RESTATEMENT 2/10/2026 000201002926000002
Q2 2025 579 81,166 SFLR, PSFF, SPD, OVL 13F-HR 8/29/2025 000201002925000002
Additional filings from Evolution Wealth Management Inc. that have since been restated