EVOLUTION WEALTH MANAGEMENT INC.
All 13F Filings
- Location
- Fort Myers, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 120,873
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 747 | 120,873 | 13F-HR | EVOLUTION WEALTH MANAGEMENT INC. |
| Q3 2025 | 2/10/2026 | 591 | 97,438 | 13F-HR/A - RESTATEMENT | EVOLUTION WEALTH MANAGEMENT INC. |
| Q3 2025 | 10/23/2025 | 591 | 97,438 | 13F-HR | EVOLUTION WEALTH MANAGEMENT INC. |
| Q2 2025 | 8/29/2025 | 579 | 81,166 | 13F-HR | EVOLUTION WEALTH MANAGEMENT INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 97.33 K | 80.6% | 18.66 K | 0 | 18.66 K |
| ETFs | 21.09 K | 17.5% | 3.739 K | 0 | 3.739 K |
| Debt | 1.933 K | 1.6% | 659 | 0 | 659 |
| Other | 482 | 0.4% | 327 | 0 | 327 |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
120,873
Holdings
747
QoQ value change ($000)
23,435
(24.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.