1y return+16.4%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2025: $116 against $121 in the S&P 500.2
Evolution Wealth Management Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYMSpdr Series Trust | $11.8M | 6.9% | +25.3% |
| SFLRInnovator Etfs Trust | $8.4M | 5.0% | −2.8% |
| PSFFPacer Fds Tr | $8.1M | 4.7% | −2.9% |
| SPDSimplify Exchange Traded Fun | $5.6M | 3.3% | +3.8% |
| SPMOInvesco Exch Traded Fd Tr II | $5.4M | 3.1% | +37.1% |
| QQQMInvesco Exch Traded Fd Tr II | $5.2M | 3.1% | +30.5% |
| SPYCSimplify Exchange Traded Fun | $5.0M | 2.9% | +6.0% |
| OVBListed Fds Tr | $4.4M | 2.6% | +22.1% |
| SPBWAim Etf Products Trust | $4.2M | 2.5% | +16.1% |
| EFGIshares Tr | $3.3M | 2.0% | +35.0% |
| AGGHSimplify Exchange Traded Fun | $3.3M | 1.9% | +20.1% |
| EFVIshares Tr | $3.3M | 1.9% | +34.0% |
| HEQTSimplify Exchange Traded Fun | $2.8M | 1.7% | +12.2% |
| VOOVanguard Index Fds | $2.8M | 1.6% | −9.1% |
| IVVIshares Tr | $2.5M | 1.5% | +1.2% |
| LALTFirst Tr Exchng Traded Fd Vi | $2.1M | 1.2% | New |
| OVLListed Fds Tr | $2.1M | 1.2% | −13.2% |
| VTHRVanguard Scottsdale Fds | $1.9M | 1.1% | |
| NVDANvidia Corporation | $1.9M | 1.1% | −9.7% |
| DBEFDbx Etf Tr | $1.9M | 1.1% | +10.9% |
| AAPLApple Inc | $1.7M | 1.0% | +3.6% |
| SCHXSchwab Strategic Tr | $1.7M | 1.0% | |
| AVLVAmerican Centy Etf Tr | $1.6M | 1.0% | +48.2% |
| HYSPimco Etf Tr | $1.6M | 0.9% | +12.8% |
| PSTPInnovator Etfs Trust | $1.5M | 0.9% | −4.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SPMOInvesco Exch Traded Fd Tr II | June 30, 2025 | +43.6% | $5.4M |
| AAPLApple Inc | June 30, 2025 | +41.0% | $1.7M |
| AVGOBroadcom Inc | June 30, 2025 | +37.0% | $870K |
| QQQInvesco Qqq Tr | June 30, 2025 | +33.5% | $1.1M |
| QQQMInvesco Exch Traded Fd Tr II | June 30, 2025 | +33.4% | $5.2M |
| IFRAIshares Tr | June 30, 2025 | +28.2% | $1.4M |
| NVDANvidia Corporation | June 30, 2025 | +26.6% | $1.9M |
| AVLVAmerican Centy Etf Tr | September 30, 2025 | +26.2% | $1.6M |
| IVWIshares Tr | June 30, 2025 | +24.9% | $948K |
| DYNFBlackrock Etf Trust | June 30, 2025 | +24.9% | $913K |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $192K
- PAYHElevation Series Trust was $98K
- Nebius Group N.v.CUSIP N97284108 was $69K
- SOFISofi Technologies Inc was $67K
- FRIFirst Tr Exchange-traded Fd was $67K
- JFLXJ P Morgan Exchange Traded F was $51K
- CRWVCoreweave Inc was $39K
- UAPRInnovator Etfs Trust was $38K
- Honeywell Intl IncCUSIP 438516106 was $35K
- WTRGEssential Utils Inc was $27K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.9% | +14.8% |
| March 31, 2026 | −2.7% | −4.6% |
| December 31, 2025 | +1.4% | +2.4% |
| September 30, 2025 | +6.3% | +7.8% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Evolution Wealth Management Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2010029&type=13F-HR&dateb=&owner=include&count=40CIK 2010029
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2010029/000201002926000004/Filed July 21, 2026 · accession 0002010029-26-000004