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KURT TRAULSEN

Evolution Wealth Management Inc.

Assets Managed
$170.085M
Holdings
935
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
24.34%(2Q avg: 18.76%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Evolution Wealth Management Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 935 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 170.085M in assets, with a quarterly growth rate of 24.34% and a 2-quarter average growth rate of 18.76%. The portfolio is managed by KURT TRAULSEN, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 25.29%
6.95%
$11.815M
134,440 shares@ $87.88 avg price
SFLR
Innovator Eqty Mgd Floor Etf
Recent Activity
Decreased -2.79%
4.96%
$8.434M
218,621 shares@ $38.58 avg price
PSFF
Pacer Swan Sos Fund Of Funds
Recent Activity
Decreased -2.87%
4.74%
$8.056M
234,797 shares@ $34.31 avg price
SPD
Simplify Us Equity Plus Down
Recent Activity
Increased 3.76%
3.31%
$5.629M
135,699 shares@ $41.49 avg price
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Increased 37.15%
3.15%
$5.354M
33,146 shares@ $161.55 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 30.5%
3.09%
$5.242M
17,301 shares@ $302.98 avg price
SPYC
Simplify Us Equity Plus Conv
Recent Activity
Increased 5.97%
2.93%
$4.971M
108,823 shares@ $45.69 avg price
OVB
Overlay Shares Core Bond Etf
Recent Activity
Increased 22.09%
2.61%
$4.438M
217,195 shares@ $20.44 avg price
SPBW
Allianzim Buffer20 Alloc
Recent Activity
Increased 16.06%
2.46%
$4.172M
145,350 shares@ $28.71 avg price
EFG
Ishares Msci Eafe Growth Etf
Recent Activity
Increased 34.96%
1.96%
$3.319M
26,672 shares@ $124.42 avg price

1-10 of 935