Evolution Wealth Management Inc. ETF holdings
Fort Myers, FL
Reported $146.7M in 487 ETFs in its Form 13F for June 30, 2026.
ETF value
$146.7M
ETFs held
487
Change from prior quarter
+23.3%
With price moves
ETFs as a share of its 13F
86.3%
of $170.1M
Top 10 of 487 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $11.8M | 134,440 | +27,132 shares |
| SFLR | Innovator Equity Managed Floor ETF | $8.4M | 218,621 | −6,275 shares |
| PSFF | Pacer Swan SOS Fund of Funds ETF | $8.1M | 234,797 | −6,958 shares |
| SPD | Simplify US Equity PLUS Downside Convexity ETF | $5.6M | 135,699 | +4,909 shares |
| SPMO | Invesco S&P 500 Momentum ETF | $5.4M | 33,146 | +8,977 shares |
| QQQM | Invesco NASDAQ 100 ETF | $5.2M | 17,301 | +4,043 shares |
| SPYC | Simplify US Equity PLUS Convexity ETF | $5.0M | 108,823 | +6,124 shares |
| OVB | Overlay Shares Core Bond ETF | $4.4M | 217,195 | +39,290 shares |
| SPBW | AllianzIM Buffer20 Allocation ETF | $4.2M | 145,350 | +20,113 shares |
| EFG | iShares MSCI EAFE Growth ETF | $3.3M | 26,672 | +6,908 shares |
477 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002010029. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Evolution Wealth Management Inc. own?
Evolution Wealth Management Inc. reported 487 ETF positions worth $146.7M in its Form 13F for June 30, 2026. The largest was SPYM, at $11.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.