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KURT TRAULSEN

Evolution Wealth Management Inc.

Assets Managed
$136.795M
Holdings
852
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
13.18%(2Q avg: 18.62%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Evolution Wealth Management Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 852 positions.

Assets under management

The assets under management (AUM) of Evolution Wealth Management Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 136.795M in assets, with a quarterly growth rate of 13.18% and a 2-quarter average growth rate of 18.62%. The portfolio is managed by KURT TRAULSEN, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 71.11%
6.01%
$8.213M
107,308 shares@ $76.54 avg price
SFLR
Innovator Eqty Mgd Floor Etf
Recent Activity
Decreased -7.5%
5.83%
$7.964M
224,896 shares@ $35.41 avg price
PSFF
Pacer Swan Sos Fund Of Funds
Recent Activity
Decreased -30.74%
5.67%
$7.747M
241,755 shares@ $32.05 avg price
SPD
Simplify Us Equity Plus Down
Recent Activity
Increased 13.93%
3.48%
$4.757M
130,790 shares@ $36.37 avg price
SPYC
Simplify Us Equity Plus Conv
Recent Activity
Increased 37.01%
2.97%
$4.054M
102,699 shares@ $39.48 avg price
OVB
Overlay Shares Core Bond Etf
Recent Activity
Increased 48.36%
2.68%
$3.655M
177,905 shares@ $20.55 avg price
SPBW
Allianzim Buffer20 Alloc
Recent Activity
New Position
2.5%
$3.409M
125,237 shares@ $27.23 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 78.44%
2.31%
$3.15M
13,258 shares@ $237.63 avg price
AGGH
Simplify Aggregate Bond Etf
Recent Activity
Increased 56.49%
2.03%
$2.77M
136,124 shares@ $20.35 avg price
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Increased 90.88%
1.99%
$2.71M
24,169 shares@ $112.12 avg price

1-10 of 852