EVOLUTION WEALTH MANAGEMENT INC.

Q2 2025 13F Combination Report, Stock Holdings

Portfolio date: 30 Jun 2025
Reported 13F value: $81,166,387
Reported 13F holdings: 579
Largest 13F holdings: SFLR PSFF SPD OVL IVV OVB QFLR VTHR SGOV PSTP QQQ SCHX
+8 more
NVDA SPLG XLG QUAL MSFT VUG DMAY DYNF
What this filing covers: Period
Q2 2025
Calendar quarter covered by the filing.
13F holdings
579
Parsed equity rows, excluding option-only view rows.
Reported value
$81,166,387
SEC Form 13F market value, not total AUM.
Accepted by SEC
29 Aug 2025
EDGAR acceptance date.
How to read this filing
Start with the largest positions and changes, then open issuer-level rows for CUSIP-specific history.
Form 13F market value excludes cash and many non-13F assets, so it should not be treated as total assets under management.
SEC classifies this as a combination report: some holdings appear here and some are reported by other listed managers.
Manager signature: Kurt Traulsen - FOUNDER AND VICE PRESIDENT
Manager location: Fort Myers, FL
Accepted by SEC: 29 Aug 2025, 16:46:13 UTC
SEC form: 13F-HR
Next SEC filing: Q3 2025 - 10 Feb 2026
Source filing: View source filing

Key filing fact

EVOLUTION WEALTH MANAGEMENT INC. reported $81,166,387 across 579 holdings in Q2 2025.

Key facts

EVOLUTION WEALTH MANAGEMENT INC. reported 13f combination report, stock holdings for Q2 2025.
13F holdings value: $81,166,387.
579 holdings are listed in this filing snapshot.

Change

No earlier comparable filing is available in this series.
This page will show quarter-over-quarter deltas once prior reports are present.

Research use

This filing-level page explains what the portfolio report tells you before the holdings table.
You can cite quarter, value, and filing timestamp directly from SEC-linked data.

Evidence

Backed by Form 13F

Portfolio-level numbers on this page come from the original SEC Form 13F filing.

View source filing

13F holdings

Security, weight, value, share count, and activity in one filing-backed table.

Holdings

579

Value

$81,166,387

Period

Q2 2025

Sym	Weight	Trade Impact	Company	Class	Share Change	Activity	Value change	SEC-reported value	SEC-reported price	Shares	Principal

Compare Q2 2025 to

SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held.
^* marks a reported price that did not pass the local price check.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
KURT TRAULSEN	FOUNDER AND VICE PRESIDENT	Fort Myers, Florida	29 Aug 2025

List of Other Managers Reporting for EVOLUTION WEALTH MANAGEMENT INC.:

Name	Holdings Value	Location	File Number
AE Wealth Management LLC	$21,454,484,272	Topeka, KS	028-17779