Evolution Wealth Management Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity securities holdings as of the close of business on September 30, 2026. The filing lists the firm's principal office at 12487 Brantley Commons Court in Fort Myers, Florida.
The report details the firm's holdings for the period ending September 30, 2026. The filing identifies Kurt Traulsen, President, as the authorized signatory for the report.
The information table within the filing lists a total of 926 separate equity securities held by the firm. The portfolio includes a mix of large-cap technology companies, energy firms, and various exchange-traded funds. Notable holdings include Apple Inc., with 1,640,779 shares; BlackRock Inc., with 99,479 shares; and Bank of America Corp., with 460,389 shares. The filing also lists significant positions in energy companies such as ConocoPhillips, Chevron Corporation, and Enbridge Inc.
A substantial portion of the portfolio is allocated to exchange-traded funds, including shares in the iShares U.S. Equity ETF, the iShares Core S&P Total U.S. Stock Market ETF, and various other ETFs tracking domestic and international equity markets.
