EVOLUTION WEALTH MANAGEMENT INC. Q4 2025 Filing

Filed February 10, 2026

Portfolio Value

$120.9M

Holdings

747

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (747 positions)

#StockSharesValue% PortfolioType
201
VOEVANGUARD INDEX FDS
404$71K0.06%
202
GLDMWORLD GOLD TR
830$70K0.06%
203
EAGGISHARES TR
1,450$69K0.06%
204
TMUST-MOBILE US INC
341$69K0.06%
205
FDSFACTSET RESH SYS INC
240$69K0.06%
206
LMTLOCKHEED MARTIN CORP
144$69K0.06%
207
ICVTISHARES TR
703$69K0.06%
208
TLTISHARES TR
786$68K0.06%
209
AMDADVANCED MICRO DEVICES INC
317$67K0.06%
210
CEGCONSTELLATION ENERGY CORP
188$66K0.05%
211
JHMMJOHN HANCOCK EXCHANGE TRADED
1,000$65K0.05%
212
SCHGSCHWAB STRATEGIC TR
1,988$64K0.05%
213
ZSEPINNOVATOR ETFS TRUST
2,390$64K0.05%
214
ONEZELEVATION SERIES TRUST
2,417$62K0.05%
215
BABOEING CO
289$62K0.05%
216
SUSCISHARES TR
2,636$61K0.05%
217
BAUGINNOVATOR ETFS TRUST
1,235$61K0.05%
218
FRIFIRST TR EXCHANGE-TRADED FD
2,240$61K0.05%
219
AIQGLOBAL X FDS
1,210$61K0.05%
220
BSVVANGUARD BD INDEX FDS
768$60K0.05%
221
RAAETF OPPORTUNITIES TRUST
2,190$60K0.05%
222
QTUMETF SER SOLUTIONS
551$60K0.05%
223
SPGSIMON PPTY GROUP INC NEW
317$58K0.05%
224
XMLVINVESCO EXCH TRADED FD TR II
940$58K0.05%
225
SDVYFIRST TR EXCHANGE-TRADED FD
1,528$58K0.05%
226
PRFDPIMCO ETF TR
1,108$57K0.05%
227
BONDPIMCO ETF TR
616$57K0.05%
228
USXFISHARES TR
984$56K0.05%
229
SDYSPDR SERIES TRUST
404$56K0.05%
230
XLFSELECT SECTOR SPDR TR
1,036$56K0.05%
231
CERYSPDR SERIES TRUST
1,992$56K0.05%
232
RFDAALPS ETF TR
881$56K0.05%
233
GAPRFIRST TR EXCHNG TRADED FD VI
1,384$55K0.05%
234
AVEMAMERICAN CENTY ETF TR
703$54K0.04%
235
FLRGFIDELITY COVINGTON TRUST
1,436$54K0.04%
236
FOCTFIRST TR EXCHNG TRADED FD VI
1,095$53K0.04%
237
DDTOINNOVATOR ETFS TRUST
1,937$51K0.04%
238
MOALTRIA GROUP INC
886$51K0.04%
239
USEPINNOVATOR ETFS TRUST
1,311$51K0.04%
240
UJULINNOVATOR ETFS TRUST
1,324$51K0.04%
241
DDFSINNOVATOR ETFS TRUST
2,423$51K0.04%
242
ELDWISDOMTREE TR
1,776$51K0.04%
243
DDTOINNOVATOR ETFS TRUST
1,250$50K0.04%
244
CVXCHEVRON CORP NEW
330$50K0.04%
245
UNOVINNOVATOR ETFS TRUST
1,336$50K0.04%
246
JMTGJ P MORGAN EXCHANGE TRADED F
992$50K0.04%
247
AVSCAMERICAN CENTY ETF TR
839$49K0.04%
248
BXBLACKSTONE INC
318$49K0.04%
249
SMMUPIMCO ETF TR
990$49K0.04%
250
BNDXVANGUARD CHARLOTTE FDS
1,031$49K0.04%
251
VTVANGUARD INTL EQUITY INDEX F
349$49K0.04%
252
OVLHLISTED FDS TR
1,219$48K0.04%
253
VHTVANGUARD WORLD FD
168$48K0.04%
254
FAIFIRST TR EXCHANGE TRADED FD
750$47K0.04%
255
GEGE AEROSPACE
152$46K0.04%
256
BIVVANGUARD BD INDEX FDS
596$46K0.04%
257
APOAPOLLO GLOBAL MGMT INC
315$45K0.04%
258
FFORD MTR CO
3,423$44K0.04%
259
COSTCOSTCO WHSL CORP NEW
51$43K0.04%
260
FNOVFIRST TR EXCHNG TRADED FD VI
785$43K0.04%
261
ESGUISHARES TR
282$42K0.03%
262
VOVANGUARD INDEX FDS
144$41K0.03%
263
FAUGFIRST TR EXCHNG TRADED FD VI
781$41K0.03%
264
IJRISHARES TR
349$41K0.03%
265
APLDAPPLIED DIGITAL CORP
1,700$41K0.03%
266
IUSGISHARES TR
243$40K0.03%
267
ORCORCHID IS CAP INC
5,584$40K0.03%
268
ETNEATON CORP PLC
127$40K0.03%
269
EMBISHARES TR
407$39K0.03%
270
BSXBOSTON SCIENTIFIC CORP
400$38K0.03%
271
XLKSELECT SECTOR SPDR TR
264$38K0.03%
272
UAPRINNOVATOR ETFS TRUST
1,160$38K0.03%
273
AVUVAMERICAN CENTY ETF TR
371$37K0.03%
274
PFFDGLOBAL X FDS
1,976$37K0.03%
275
RFDIFIRST TR EXCH TRADED FD III
464$37K0.03%
276
CITCINTAS CORP
200$37K0.03%
277
SSOPROSHARES TR
630$36K0.03%
278
METMETLIFE INC
462$36K0.03%
279
SYKSTRYKER CORPORATION
100$35K0.03%
280
XLUSELECT SECTOR SPDR TR
836$35K0.03%
281
VXUSVANGUARD STAR FDS
470$35K0.03%
282
BOTZGLOBAL X FDS
980$35K0.03%
283
VNLAJANUS DETROIT STR TR
727$35K0.03%
284
NTSXWISDOMTREE TR
623$34K0.03%
285
VMBSVANGUARD SCOTTSDALE FDS
740$34K0.03%
286
NFEBINNOVATOR ETFS TRUST
1,222$34K0.03%
287
ETHAISHARES ETHEREUM TR
1,508$33K0.03%
288
JNKSPDR SERIES TRUST
342$33K0.03%
289
GEVGE VERNOVA INC
52$33K0.03%
290
ASMLASML HOLDING N V
31$33K0.03%
291
PEPPEPSICO INC
232$33K0.03%
292
EUSBISHARES TR
763$33K0.03%
293
GLWCORNING INC
381$33K0.03%
294
FIWFIRST TR EXCHANGE-TRADED FD
298$32K0.03%
295
PHYLPGIM ETF TR
929$32K0.03%
296
SHLDGLOBAL X FDS
505$32K0.03%
297
KRKROGER CO
514$32K0.03%
298
FSMBFIRST TR EXCH TRADED FD III
1,640$32K0.03%
299
TFLOISHARES TR
626$31K0.03%
300
DMXFISHARES TR
419$31K0.03%
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