Evolution Wealth Management Inc.

Q2 2025 13F Combination Report, Stock Holdings

Signature - Title
Kurt Traulsen - FOUNDER AND VICE PRESIDENT
Location
Fort Myers, FL
Holdings as of
June 30, 2025
Value $
$81.2M
Num holdings
579
Date filed
8/29/2025, 04:46 PM
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included SFLR, PSFF, SPD, OVL, and IVV.
Next filing
Q3 2025 - Oct 23, 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
KURT TRAULSEN FOUNDER AND VICE PRESIDENT Fort Myers, Florida 8/29/2025

List of Other Managers Reporting for Evolution Wealth Management Inc.:

Name Holdings Value Location File Number
AE Wealth Management LLC $15.7B Topeka, KS 028-17779