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Manager record

Evolution Wealth Management Inc.

Fort Myers, FL · CIK 2010029 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$170.09MReported 13F valueQ2 2026 · as filed
939Holdings listed
+24.3%vs prior quartervalue change includes market moves
5Quarters on record
Jul 21Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $81.2M$81.2MQ2 2025579 holdingsQ3 2025: $97.4M$97.4MQ3 2025591 holdingsQ4 2025: $120.9M$120.9MQ4 2025747 holdingsQ1 2026: $136.8M$136.8MQ1 2026854 holdingsQ2 2026: $170.1M$170.1MQ2 2026939 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 21 2026 13F-HR · period Q2 2026

$170.09M · 939 holdings listed · View original SEC filing ↗
Apr 27 2026 13F-HR · period Q1 2026

$136.79M · 854 holdings listed · View original SEC filing ↗
Feb 10 2026 13F-HR · period Q4 2025

$120.87M · 747 holdings listed · View original SEC filing ↗
Feb 10 2026 13F-HR/A · period Q3 2025

$97.44M · 591 holdings listed · amendment (restatement) · View original SEC filing ↗
Oct 23 2025 13F-HR · period Q3 2025

$97.44M · 591 holdings listed · View original SEC filing ↗
Aug 29 2025 13F-HR · period Q2 2025

$81.17M · 579 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 21, 2026 · Change methodology