Quick Takeaways
- EVOLUTION WEALTH MANAGEMENT INC. reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $120,873,009.
- Info
- Portfolio
13F Filings History of EVOLUTION WEALTH MANAGEMENT INC.
- Latest 13F report
- Q4 2025 - 10 Feb 2026
- Value $
- $120,873,009
- Signature - Title
- Kurt Traulsen - FOUNDER AND VICE PRESIDENT
- Location
- Fort Myers, FL
- Summary
- This page shows a list of all the recent 13F filings made by EVOLUTION WEALTH MANAGEMENT INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. EVOLUTION WEALTH MANAGEMENT INC. reported 747 stock holdings with total value $120,873,009 as of Q4 2025. Top holdings included PSFF, SFLR, SPYM, SPD, and SPYC.
Follow Filing Activity
Follow EVOLUTION WEALTH MANAGEMENT INC. and return when a new 13F portfolio filing changes the record on this page.
This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean.
Holdings Value
What Changed
- Most recent filing was accepted on 10 Feb 2026, 16:43.
- Reported value moved from $97,438,183 to $120,873,009.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Source Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
List of Other Managers Reporting for EVOLUTION WEALTH MANAGEMENT INC.:
| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| AE Wealth Management LLC | $17,422,671,879 | Topeka, KS | 028-17779 |
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| 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 |