Evolution Wealth Management
Evolution Wealth Management reported 926 stocks worth $174M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are SPYM (8.9%), PSFF (4.7%) and SFLR (4.4%). Compared with Q2 2026, the fund opened new positions in SMMU, added to SPYM, SPMO and QQQM, trimmed PSFF, SFLR and IVV and sold out of BOXX, QFLR and OVM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 6 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $15.4M | 8.9% | 172K | +37K (+28%) | 6 of 6 | |
| 2 |  PSFF Pacer Swan Sos Fund of Funds ETF | $8.1M | 4.7% | 232K | −2,714 (−1%) | 6 of 6 | |
| 3 |  SFLR Innovator Etfs Trust | $7.6M | 4.4% | 196K | −22K (−10%) | 6 of 6 | |
| 4 |  SPMO Invesco S&P | $6.4M | 3.7% | 43K | +9,355 (+28%) | 6 of 6 | |
| 5 |  QQQM Invesco Nasdaq | $6.4M | 3.7% | 21K | +3,791 (+22%) | 6 of 6 | |
| 6 |  SPD Simplify Exchange Traded Fun | $5.7M | 3.3% | 138K | +1,985 (+1%) | 6 of 6 | |
| 7 |  OVB Listed Fds TR | $5M | 2.9% | 258K | +41K (+19%) | 6 of 6 | |
| 8 |  SPYC Simplify Exchange Traded Fun | $5M | 2.9% | 109K | +122 (+0%) | 6 of 6 | |
| 9 |  SPBW Aim ETF Products Trust | $4.6M | 2.6% | 156K | +11K (+8%) | 3 of 6 | |
| 10 |  EFV Ishares TR | $4.4M | 2.5% | 56K | +14K (+32%) | 6 of 6 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BOXX EA Series Trust | $984K | 8,401 |
 QFLR Innovator Etfs Trust | $941K | 26K |
 OVM Listed Fds TR | $471K | 22K |
 ADP Automatic Data Processing in | $204K | 913 |
 PDEC Innovator U S | $198K | 4,309 |
🔒 Free account: see all 30.
Reported value
last 6 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Evolution Wealth Management 13F FAQ
What does Evolution Wealth Management own?
Evolution Wealth Management reported 926 stocks worth $174M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are SPYM (8.9%), PSFF (4.7%) and SFLR (4.4%). The table above lists every position in the filing (the top 10 without an account).
What did Evolution Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 139 new positions, 147 added to, 295 trimmed and 148 sold out. New positions include SMMU. It sold all of BOXX, QFLR and OVM.
When will Evolution Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Evolution Wealth Management's portfolio worth?
The Q3 2026 filing reports $174M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.