StockDriftsStockDriftsTop 50 Evolution Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 6.95% | 134.4K | $11.8M | +25.28%(+27.13K) | $77.19(+17.95%) | 2026-06-30 | |
| SFLR | INNOVATOR ETFS TRUST | 4.96% | 218.6K | $8.4M | -2.79%(-6.28K) | $32.45(+20.32%) | 2026-06-30 | |
| PSFF | PACER FDS TR | 4.74% | 234.8K | $8.1M | -2.88%(-6.96K) | $30.68(+13.74%) | 2026-06-30 | |
| SPD | SIMPLIFY EXCHANGE TRADED FUN | 3.31% | 135.7K | $5.6M | +3.75%(+4.91K) | $35.69(+20.46%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 3.15% | 33.1K | $5.4M | +37.14%(+8.98K) | $120.91(+23.38%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 3.08% | 17.3K | $5.2M | +30.49%(+4.04K) | $248.61(+19.32%) | 2026-06-30 | |
| SPYC | SIMPLIFY EXCHANGE TRADED FUN | 2.92% | 108.8K | $5.0M | +5.96%(+6.12K) | $41.61(+14.36%) | 2026-06-30 | |
| OVB | LISTED FDS TR | 2.61% | 217.2K | $4.4M | +22.08%(+39.29K) | $20.52(-0.95%) | 2026-06-30 | |
| SPBW | AIM ETF PRODUCTS TRUST | 2.45% | 145.3K | $4.2M | +16.06%(+20.11K) | $27.32(+6.92%) | 2026-06-30 | |
| EFG | ISHARES TR | 1.95% | 26.7K | $3.3M | +34.95%(+6.91K) | $112.96(+12.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +16.89% |
| Top 20 Holdings Unweighted | — | — | — | — | +17.76% |
Evolution Wealth Management INC reports $170.09M in US-listed equity holdings across 935 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (7.0%), SFLR (5.0%) and PSFF (4.7%). The top 20 holdings account for 50.54% of reported assets. Its disclosed equity book has returned +16.89% cumulatively over 4 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Evolution Wealth Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2010029). View Evolution Wealth Management INC’s 13F filings on SEC