EVOLUTION WEALTH MANAGEMENT INC.
Top Portfolio Positions
424 positions ·
$20,699,392 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
10,903 | $1,901,483 | 9.19% | |
| AAPL |
Apple Inc.
Technology
|
5,782 | $1,467,413 | 7.09% | |
| MSFT |
Microsoft Corp
Technology
|
3,367 | $1,246,362 | 6.02% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,883 | $1,086,829 | 5.25% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,889 | $809,962 | 3.91% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,025 | $666,598 | 3.22% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,016 | $579,720 | 2.80% | |
| GLD |
Spdr Gold Trust
|
1,200 | $516,348 | 2.49% | |
| AVGO |
Broadcom Inc.
Technology
|
1,467 | $454,051 | 2.19% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
816 | $391,027 | 1.89% |
Portfolio Trend
4 quarters · across all stocks
Holdings in GLP
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,524 | 345 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $14,438 | 345 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $16,560 | 345 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $17,928 | 340 | Shares | Sole | 2025-08-29 | |
| No 13F history on record for this holder in this stock. | ||||||