13F Filings History of EVOLUTION WEALTH MANAGEMENT INC.
- Latest 13F filing
- Q2 2026 - 21 Jul 2026
- Latest reported 13F value
- $170,080,284
- Largest 13F holdings
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SPYM SFLR PSFF SPD SPMO QQQM SPYC OVB SPBW EFG AGGH EFV
+8 more
HEQT VOO IVV LALT OVL VTHR NVDA DBEF - Form 13F summary
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- EVOLUTION WEALTH MANAGEMENT INC. Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- EVOLUTION WEALTH MANAGEMENT INC. reported 936 equity holdings with a total reported market value of $170,080,284 for Q2 2026. Top reported holdings included SPYM, SFLR, PSFF, SPD, and SPMO.
- Manager signature
- Kurt Traulsen - FOUNDER AND VICE PRESIDENT
- Manager location
- Fort Myers, FL
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
List of Other Managers Reporting for EVOLUTION WEALTH MANAGEMENT INC.:
| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| AE Wealth Management LLC | $18,492,854,018 | Topeka, KS | 028-17779 |
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$170,080,284
Quarter delta
+$33,299,471
Accepted
21 Jul 2026, 16:47
Rows shown
1-5 of 5
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 936 | $170,080,284 | +$25,794,475 | -$6,455,585 | +$19,338,890 | SPYM, SFLR, PSFF, SPD, SPMO | 13F-HR | 21 Jul 2026, 16:47 |
| Q1 2026 | 854 | $136,780,813 | +$28,048,043 | -$8,860,003 | +$19,188,040 | SPYM, SFLR, PSFF, SPD, SPYC | 13F-HR | 27 Apr 2026, 15:52 |
| Q4 2025 | 747 | $120,873,009 | +$30,114,860 | -$7,892,946 | +$22,221,914 | PSFF, SFLR, SPYM, SPD, SPYC | 13F-HR | 10 Feb 2026, 16:43 |
| Q3 2025 | 591 | $97,438,183 | +$23,978,751 | -$12,760,290 | +$11,218,461 | SFLR, PSFF, SPD, SPYC, SPYM | Restatement | 10 Feb 2026, 16:45 |
| Q2 2025 | 579 | $81,166,387 | $0 | $0 | $0 | SFLR, PSFF, SPD, OVL, IVV | 13F-HR | 29 Aug 2025, 16:46 |