13F Filings History of EVOLUTION WEALTH MANAGEMENT INC.

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$120,873,009
Signature - Title
Kurt Traulsen - FOUNDER AND VICE PRESIDENT
Location
Fort Myers, FL
Summary
This page shows a list of all the recent 13F filings made by EVOLUTION WEALTH MANAGEMENT INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. EVOLUTION WEALTH MANAGEMENT INC. reported 747 stock holdings with total value $120,873,009 as of Q4 2025. Top holdings included PSFF, SFLR, SPYM, SPD, and SPYC.

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Holdings Value

List of Other Managers Reporting for EVOLUTION WEALTH MANAGEMENT INC.:

Name Holdings Value Location File Number
AE Wealth Management LLC $17,422,671,879 Topeka, KS 028-17779
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 747 $120,873,009 +$30,114,860 -$7,892,946 +$22,221,914 PSFF, SFLR, SPYM, SPD, SPYC 13F-HR 10 Feb 2026, 16:43
Q3 2025 591 $97,438,183 +$23,978,751 -$12,760,290 +$11,218,461 SFLR, PSFF, SPD, SPYC, SPYM Restatement 10 Feb 2026, 16:45
Q2 2025 579 $81,166,387 $0 $0 $0 SFLR, PSFF, SPD, OVL, IVV 13F-HR 29 Aug 2025, 16:46