EVOLUTION WEALTH MANAGEMENT INC.: 13F holdings
CIK 20100292026Q2
| Positions | 935 |
|---|---|
| Reported value | $170.1m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM SPDR SERIES TRUST | 134,440 | $11.8m | 6.9% |
| INNOVATOR ETFS TRUST | 218,621 | $8.4m | 5.0% |
| PACER FDS TR | 234,797 | $8.1m | 4.7% |
| SIMPLIFY EXCHANGE TRADED FUN | 135,699 | $5.6m | 3.3% |
| SPMO INVESCO EXCH TRADED FD TR II | 33,146 | $5.4m | 3.1% |
| QQQM INVESCO EXCH TRADED FD TR II | 17,301 | $5.2m | 3.1% |
| SIMPLIFY EXCHANGE TRADED FUN | 108,823 | $5.0m | 2.9% |
| LISTED FDS TR | 217,195 | $4.4m | 2.6% |
| AIM ETF PRODUCTS TRUST | 145,350 | $4.2m | 2.5% |
| EFG ISHARES TR | 26,672 | $3.3m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2010029")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.