13F Filings History of EVOLUTION WEALTH MANAGEMENT INC.

Latest 13F report
Q1 2026 - 27 Apr 2026
Value $
$136,780,813
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 854 stock holdings with total value $136,780,813 as of Q1 2026. Top holdings included SPYM, SFLR, PSFF, 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. If you create an account from here, we will bring you back after verification.

Create free account and return here Already have an account? Sign in and return here
Holdings Value

Key facts

  • EVOLUTION WEALTH MANAGEMENT INC. reports institutional holdings through Form 13F filings.
  • Latest reported quarter: Q1 2026.
  • Latest reported holdings value: $136,780,813.

Change

  • Most recent filing was accepted on 27 Apr 2026, 15:52.
  • Reported value moved from $120,873,009 to $136,780,813.

Research use

  • 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.

Evidence

Backed by Form 13F

Portfolio holdings and changes are grounded in SEC Form 13F filings.

See Original Filing

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
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
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
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .