EVOLUTION WEALTH MANAGEMENT INC.

Q3 2025 13F Combination Report, Restatement, Stock Holdings

Signature - Title
Kurt Traulsen - FOUNDER AND VICE PRESIDENT
Location
Fort Myers, FL
Holdings as of
30 Sep 2025
Value $
$97,438,183
Num holdings
591
Filing time
10 Feb 2026, 16:45:12 UTC
Form type
13F-HR/A-1 - Restatement
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, SPYC, and SPYM.
Previous filing
Q2 2025 - 29 Aug 2025
Next filing
Q4 2025 - 10 Feb 2026
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q3 - Restatement compared to 2025 Q2 by default. Changes are calculated vs the previous SEC filing.
* 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 10 Feb 2026

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