EVOLUTION WEALTH MANAGEMENT INC.
All 13F Filings
- Location
- Fort Myers, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 170,085
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 938 | 170,085 | 13F-HR | EVOLUTION WEALTH MANAGEMENT INC. |
| Q1 2026 | 4/27/2026 | 852 | 136,795 | 13F-HR | EVOLUTION WEALTH MANAGEMENT INC. |
| 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 | 69.43 K | 40.8% | 11.14 K | 0 | 11.14 K |
| ETFs | 100.5 K | 59.1% | 24.97 K | 0 | 24.97 K |
| Debt | 185 | 0.1% | 0 | 2.803 K | -2.803 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
170,085
Holdings
938
QoQ value change ($000)
33,290
(24.3%)
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.