Evolution Wealth Management Inc.
Annual return '25
+15.7%
SPY '25
+17.7%
Alpha
-2.0ptsvs SPY
Invested
$136.8M
Holdings
851
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR SERIES TRUST
Q1 2026: Exited (was 62.7k shares)
6.0%
02
$SFLR
INNOVATOR ETFS TRUST
Q1 2026: Exited (was 243.1k shares)
5.8%
03
$PSFF
PACER FDS TR
Q1 2026: Exited (was 349.1k shares)
5.7%
04
$SPD
SIMPLIFY EXCHANGE TRADED FUN
Q1 2026: Exited (was 114.8k shares)
3.5%
05
$SPYC
SIMPLIFY EXCHANGE TRADED FUN
Q1 2026: Exited (was 75.0k shares)
3.0%
06
$OVB
LISTED FDS TR
Q1 2026: Exited (was 119.9k shares)
2.7%
07
$SPBW
AIM ETF PRODUCTS TRUST
Held since at least Q1 2024
2.5%
08
$QQQM
INVESCO EXCH TRADED FD TR II
Q1 2026: Exited (was 7.4k shares)
2.3%
09
$AGGH
SIMPLIFY EXCHANGE TRADED FUN
Q1 2026: Exited (was 87.0k shares)
2.0%
10
$SPMO
INVESCO EXCH TRADED FD TR II
Q1 2026: Exited (was 12.7k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:10 UTC.