EVOLUTION WEALTH MANAGEMENT INC. 13F Holdings
CIK 0002010029 · FORT MYERS, FL
As of Sep 30, 2025, EVOLUTION WEALTH MANAGEMENT INC. reported 591 positions worth $92.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| INNOVATOR EQUITY MANAGED FLOOR ETF | SFLR | — | 248,418 | $9.0M | 9.69% |
| PACER SWAN SOS FUND OF FUNDS | PSFF | — | 176,623 | $5.6M | 6.04% |
| SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF | SPD | — | 100,057 | $4.0M | 4.28% |
| SIMPLIFY US EQUITY PLUS CONVEXITY ETF | SPYC | — | 69,941 | $3.0M | 3.25% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 36,459 | $2.9M | 3.09% |
| INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF | PSTP | — | 69,977 | $2.4M | 2.63% |
| OVERLAY SHARES LARGE CAP EQ | OVL | — | 44,928 | $2.4M | 2.54% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 78,180 | $2.1M | 2.23% |
| OVERLAY SHARES CORE BOND ETF | OVB | — | 94,657 | $2.0M | 2.13% |
| ISHARES LARGE CAP MODERATE BUFFER ETF | — | — | 55,069 |