EVOLUTION WEALTH MANAGEMENT INC.
CIK
2010029
City
FORT MYERS
State / Country
FL
Top Portfolio Positions
423 positions ·
$20,308,365 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
10,903 | $1,901,483 | 9.36% |
| AAPL |
Apple Inc.
Technology
|
5,782 | $1,467,413 | 7.23% |
| MSFT |
Microsoft Corp
Technology
|
3,367 | $1,246,362 | 6.14% |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,883 | $1,086,829 | 5.35% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,889 | $809,962 | 3.99% |
| SPY |
Spdr S&P 500 Etf Trust
|
1,025 | $666,598 | 3.28% |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,016 | $579,720 | 2.85% |
| GLD |
Spdr Gold Trust
|
1,200 | $516,348 | 2.54% |
| AVGO |
Broadcom Inc.
Technology
|
1,467 | $454,051 | 2.24% |
| BAC |
Bank Of America Corp /De/
Financial Services
|
7,342 | $357,922 | 1.76% |
Holdings in CLM
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $141,414 | 19,425 | Shares | Sole | 2026-04-27 | |
| No quarters match your search. | ||||||