Fund HoldingsEVOLUTION WEALTH MANAGEMENT INC.

Total Portfolio Value
$170.09M
Total Bought
$55.78M
Total Sold
$27.16M
Net Transaction
+$28.62M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500ETF
0134,440+134,440011,8156.95%+11,815
AIM ETF PRODUCTS TRUST
ALL B20 ALL ETF
0138,168+138,16803,9662.33%+3,966
SIMPLIFY EXCHANGE TRADED FUN
AGGREGATE BD ETF
0163,520+163,52003,2981.94%+3,298
INVESCO EXCH TRADED FD TR II24,16933,146+8,9772,7105,3543.15%+2,645
FIRST TR EXCHNG TRADED FD VI
MULTI STRATEGY
088,219+88,21902,1201.25%+2,120
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
13,25817,301+4,0433,1505,2423.08%+2,091
ISHARES TR19,76426,672+6,9082,2013,3191.95%+1,117
EA SERIES TRUST
ALPHA ARCH 1-3
08,401+8,40109840.58%+984
ISHARES TR09,634+9,63409700.57%+970
SIMPLIFY EXCHANGE TRADED FUN
US EQT PLS CNVEX
102,699108,823+6,1244,0544,9712.92%+917
ISHARES TR31,76842,570+10,8022,3623,2591.92%+897
SIMPLIFY EXCHANGE TRADED FUN
US EQT PLS DWNSD
130,790135,699+4,9094,7575,6293.31%+872
LISTED FDS TR
SHARES CORE BD
177,905217,195+39,2903,6554,4382.61%+783
AMERICAN CENTY ETF TR12,14518,002+5,8579791,6420.97%+663
MICRON TECHNOLOGY INC(MU)0669+66907720.45%+772
SPDR INDEX SHS FDS
ST STR PO EX ETF
011,985+11,98506040.36%+604
ELEVATION SERIES TRUST023,734+23,73405960.35%+596
STATE STR SPDR S&P 500 ETF T(SPY)01,683+1,68301,2570.74%+1,257
SPDR INDEX SHS FDS
ST PORT MARK ETF
010,068+10,06805210.31%+521
INNOVATOR ETFS TRUST
INDE AUT INC ETF
020,368+20,36805180.30%+518
ISHARES TR
US INFRASTRUC
15,57322,194+6,6218911,3990.82%+508
INNOVATOR ETFS TRUST
QUITY MANAGD FLR
0218,621+218,62108,4344.96%+8,434
LISTED FDS TR
SHARES MUNI DB
021,607+21,60704710.28%+471
SIMPLIFY EXCHANGE TRADED FUN
HEDGED EQUITY
74,73083,859+9,1292,3542,8131.65%+459
BROADCOM INC(AVGO)1,4672,304+8374548700.51%+416
AMAZON COM INC(AMZN)3,8895,128+1,2398101,2220.72%+412
VANGUARD INDEX FDS015,870+15,87001,3670.80%+1,367
INNOVATOR ETFS TRUST
EQUI DEFI 1 AUG
013,056+13,05603590.21%+359
ISHARES TR03,370+3,37002,5241.48%+2,524
LAM RESEARCH CORP(LRCX)1,5391,564+253296780.40%+349
INNOVATOR ETFS TRUST
EQUIT PROTN MAY
013,342+13,34203460.20%+346
DBX ETF TR034,221+34,22101,8691.10%+1,869
PIMCO ETF TR
ULTR SH GO AC FD
03,167+3,16703200.19%+320
PACER FDS TR
SWAN SOS FD OF
0234,797+234,79708,0564.74%+8,056
BONDBLOXX ETF TRUST
IR M TAXAWARE
05,894+5,89402990.18%+299
EA SERIES TRUST
ALPHA ARCHITECT
04,818+4,81802880.17%+288
FIRST TR EXCHANGE-TRADED FD013,702+13,70202810.17%+281
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
5821,799+1,2171123830.23%+271
APPLE INC(AAPL)5,7825,990+2081,4671,7331.02%+266
VANGUARD WORLD FD
INF TECH ETF
1413,008+2,867983600.21%+261
VANGUARD SCOTTSDALE FDS
VNG RUS3000IDX
05,802+5,80201,9231.13%+1,923
INNOVATOR ETFS TRUST
EQUI DEFI 1 JULY
08,450+8,45002530.15%+253
SPDR SERIES TRUST
ST STR P400MID
03,594+3,59402430.14%+243
SCHWAB STRATEGIC TR058,394+58,39401,7191.01%+1,719
SPDR SERIES TRUST
ST STR SP600 SML
03,727+3,72702150.13%+215
VANGUARD SPECIALIZED FUNDS02,213+2,21305240.31%+524
JPMORGAN CHASE & CO(JPM)01,320+1,32004320.25%+432
ALPHABET INC(GOOG)2,0162,147+1315807670.45%+188
INNOVATOR ETFS TRUST
EQUI DEFI 1 MARC
06,602+6,60201860.11%+186
BANK AMERICA CORP09,544+9,54405440.32%+544
BLACKROCK ETF TRUST
ISHA US AWAR ETF
02,308+2,30801850.11%+185
PIMCO ETF TR
0-5 HIGH YIELD
14,81116,701+1,8901,3811,5620.92%+180
ISHARES TR01,635+1,63501760.10%+176
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
3,4624,191+7293845580.33%+175
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
06,982+6,98201740.10%+174
SELECT SECTOR SPDR TR
ST STR ENERG ETF
03,254+3,25401730.10%+173
LISTED FDS TR
OVERLAY SHS SHRT
27,08134,904+7,8235937620.45%+169
INNOVATOR ETFS TRUST
EQUI DEFI 1 DECE
06,086+6,08601610.09%+161
ISHARES TR02,190+2,19005520.32%+552
ADVANCED MICRO DEVICES INC(AMD)0370+37002150.13%+215
JOHNSON & JOHNSON(JNJ)6551,188+5331603020.18%+142
BLACKROCK ETF TRUST II02,704+2,70401420.08%+142
SHOPIFY INC(SHOP)01,479+1,47901690.10%+169
PROCTER & GAMBLE CO(PG)01,324+1,32401940.11%+194
ELI LILLY & CO(LLY)0359+35904310.25%+431
ARK ETF TR
AUTNMUS TECHNLGY
01,000+1,00001320.08%+132
VANGUARD MUN BD FDS02,611+2,61101320.08%+132
ISHARES TR0925+92501320.08%+132
INNOVATOR ETFS TRUST
EQUI DEFI 1 APRI
04,898+4,89801300.08%+130
DUKE ENERGY CORP NEW(DUK)5931,638+1,045782070.12%+130
HOME DEPOT INC(HD)526858+3321733030.18%+130
ISHARES TR02,469+2,46901230.07%+123
AIM ETF PRODUCTS TRUST
ALLIA US JAN ETF
03,148+3,14801220.07%+122
VANGUARD INDEX FDS4,4604,054-4062,6652,7851.64%+119
SPDR SERIES TRUST
ST STR P500VAL
01,934+1,93401180.07%+118
SPDR INDEX SHS FDS
ST INTL CAP ETF
02,649+2,64901160.07%+116
SPDR SERIES TRUST
ST STR BLO 1 ETF
01,232+1,23201130.07%+113
FIRST TR EXCHANGE-TRADED FD
INTER GRADE ETF
05,085+5,08501050.06%+105
PIMCO ETF TR
MUNI INCOME OPP
06,023+6,02302760.16%+276
DEERE & CO(DE)70222+152391410.08%+101
ETF SER SOLUTIONS
DEFIA QUANT ETF
0551+5510910.05%+91
FIRST TR EXCHNG TRADED FD VI
FT VEST MAX DECE
02,675+2,6750900.05%+90
VANGUARD STAR FDS01,500+1,50001280.08%+128
ISHARES TR06,892+6,89209480.56%+948
ISHARES INC
MSCI EMRG CHN
04,388+4,38804490.26%+449
ISHARES TR01,826+1,82601810.11%+181
INNOVATOR ETFS TRUST
EQUIT DEFIN JUL
02,783+2,7830830.05%+83
NORTHERN LIGHTS FD TR
TOEWS AGILTY SHS
02,127+2,1270820.05%+82
ELEVATION SERIES TRUST02,972+2,9720820.05%+82
CISCO SYS INC(CSCO)5751,072+497451260.07%+81
VANECK ETF TRUST
SEMICONDUCTR ETF
0423+42302770.16%+277
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
06,107+6,10704950.29%+495
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0408+4080780.05%+78
AMERICAN CENTY ETF TR0949+94901180.07%+118
ISHARES TR01,852+1,85205380.32%+538
INTEL CORP(INTC)0669+6690930.05%+93
SPACE EXPLORATION TECHN CORP0443+4430760.04%+76
WISDOMTREE TR(WT)7,1767,446+2706206940.41%+75
ISHARES TR01,777+1,7770740.04%+74
MERCK & CO INC(MRK)0876+87601130.07%+113
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