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Evolution Wealth Advisors

Latest statistics and disclosures from Evolution Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, SPY, XLK, XLF, PAVE, and represent 55.74% of Evolution Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SPY, XLF, XLY, GLD, INDA, MSTR, XLC, IREN, XLK, MSFT.
Started 20 new stock positions in MSTR, VGSH, AA, TXN, GLW, AMLP, MLPA, CRM, AMAT, ANET. CAT, CRWV, SPXL, APP, GEV, VIG, MU, XOM, PFE, Tidal Trust Ii.
Reduced shares in these 10 stocks: XLP (-$7.3M), SCHD, XLE, COMT, VDE, HWM, IWD, VEA, , WGS.
Sold out of its positions in CRWD, FDN, CIBR, IWD, MS, HOOD, WGS, UNH, VEA, VSME.
Evolution Wealth Advisors was a net buyer of stock by $30M.
Evolution Wealth Advisors has $982M in assets under management (AUM), dropping by -1.08%.
Central Index Key (CIK): 0001763121

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Portfolio Holdings for Evolution Wealth Advisors

Evolution Wealth Advisors holds 176 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	24.3	$239M		940k	253.79	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	18.0	$177M	+2%	271k	650.34	View chart
Select Sector Spdr Tr State Street Tec (XLK)	7.0	$68M		514k	132.90	View chart
Select Sector Spdr Tr State Street Fin (XLF)	3.4	$33M	+15%	667k	49.37	View chart
Global X Fds Us Infr Dev Etf (PAVE)	3.1	$31M		606k	50.81	View chart
Spdr Gold Tr Gold Shs (GLD)	3.1	$30M	+14%	70k	430.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.7	$26M		45k	577.18	View chart
Select Sector Spdr Tr State Street Com (XLC)	2.4	$24M	+11%	213k	110.86	View chart
Amazon (AMZN)	2.1	$21M	+2%	99k	208.27	View chart
Ishares Msci Eurzone Etf (EZU)	1.9	$19M	+2%	298k	62.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.8	$18M	+3%	30k	597.55	View chart
Select Sector Spdr Tr State Street Hea (XLV)	1.7	$17M	+2%	115k	146.61	View chart
Global X Fds Defense Tech Etf (SHLD)	1.5	$15M		208k	70.84	View chart
J P Morgan Exchange Traded F Flexible Debt Et (JFLX)	1.2	$11M		228k	49.67	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	1.1	$11M	+4%	469k	23.98	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.0	$9.7M		37k	261.92	View chart
Palantir Technologies Cl A (PLTR)	0.8	$8.2M	+2%	56k	146.28	View chart
Microsoft Corporation (MSFT)	0.8	$7.9M	+14%	21k	370.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$7.9M	+3%	16k	479.20	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.8	$7.7M	+104%	71k	108.98	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.8	$7.6M	+7%	166k	45.89	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.7	$6.8M	+3%	51k	133.19	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$6.5M	-3%	23k	286.86	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.6	$6.4M	+11%	166k	38.42	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$6.1M	+3%	88k	69.75	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.6	$6.0M	-23%	98k	61.26	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$6.0M		24k	248.00	View chart
Ishares Tr Msci India Etf (INDA)	0.6	$5.9M	+177%	127k	46.84	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.5	$4.6M		100k	46.07	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$4.5M	-2%	6.4k	697.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$4.5M	+18%	16k	287.56	View chart
Tesla Motors (TSLA)	0.4	$4.4M		12k	371.75	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$4.2M	+14%	22k	191.92	View chart
NVIDIA Corporation (NVDA)	0.4	$4.2M	+26%	24k	174.40	View chart
Meta Platforms Cl A (META)	0.4	$4.1M	+22%	7.2k	572.16	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.4	$4.1M	+5%	19k	218.75	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.4	$3.9M	-65%	47k	81.98	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$3.7M		11k	328.67	View chart
Putnam Etf Trust Bdc Income Etf (PBDC)	0.4	$3.4M	-2%	125k	27.58	View chart
Spdr Series Trust State Street Spd (KBE)	0.3	$3.2M		53k	59.55	View chart
Strategy Cl A New (MSTR)	0.3	$3.1M	NEW	25k	124.80	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.3	$3.1M	-26%	92k	33.81	View chart
Iren Ordinary Shares (IREN)	0.3	$2.5M	+144%	73k	34.28	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.2	$2.3M	-11%	135k	17.32	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$2.3M		21k	108.99	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$2.2M		14k	165.70	View chart
Vanguard World Energy Etf (VDE)	0.2	$2.2M	-32%	13k	173.04	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$2.1M		34k	62.56	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.9M		6.4k	294.16	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$1.8M	-5%	4.7k	383.40	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$1.8M	+38%	23k	78.41	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$1.8M	+12%	25k	73.64	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.2	$1.7M	-8%	27k	63.91	View chart
Spdr Series Trust State Street Spd (XBI)	0.2	$1.7M		13k	127.73	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$1.6M	+5%	30k	55.52	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.6M	-62%	52k	30.68	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$1.6M		17k	93.93	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$1.5M	-7%	30k	49.89	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.5M	+9%	7.7k	196.20	View chart
Graniteshares Etf Tr Bbg Commd K 1 (COMB)	0.2	$1.5M		56k	26.27	View chart
Vanguard World Financials Etf (VFH)	0.1	$1.4M		12k	120.81	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$1.4M		2.00	718140.00	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$1.4M		5.3k	253.98	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$1.3M	-5%	13k	100.17	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$1.2M		23k	51.88	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.2M		21k	56.79	View chart
Broadcom (AVGO)	0.1	$1.2M	+123%	3.8k	309.51	View chart
Intel Corporation (INTC)	0.1	$1.1M	+48%	26k	44.13	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.1	$1.1M		25k	45.56	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.1M	+7%	2.6k	436.82	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$1.1M		25k	44.87	View chart
Royal Caribbean Cruises (RCL)	0.1	$1.1M		3.9k	275.18	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$1.0M		20k	52.76	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.0M	-10%	9.3k	113.10	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$999k		8.3k	120.97	View chart
Bank of America Corporation (BAC)	0.1	$969k		2.1k	464.12	View chart
Direxion Shares Etf Trust Daily S&p 500 Bu (SPXL)	0.1	$967k	NEW	5.2k	184.89	View chart
Goldman Sachs (GS)	0.1	$967k		1.1k	845.99	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$956k	-7%	7.7k	124.31	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$925k	+18%	11k	88.16	View chart
Howmet Aerospace (HWM)	0.1	$922k	-48%	4.0k	230.46	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$911k		14k	67.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$889k		2.8k	320.81	View chart
Alcoa (AA)	0.1	$864k	NEW	3.8k	230.46	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$856k		5.1k	168.86	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$817k	+204%	20k	41.68	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.1	$813k	-5%	34k	23.87	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$776k	+32%	8.0k	97.13	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$755k		5.5k	138.38	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.1	$733k		30k	24.11	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.1	$700k		30k	23.00	View chart
Wal-Mart Stores (WMT)	0.1	$695k		5.6k	124.28	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$655k	+61%	12k	53.22	View chart
Ishares Msci Equal Weite (EUSA)	0.1	$654k		6.4k	101.77	View chart
Ishares Tr Future Exponenti (XT)	0.1	$650k		9.5k	68.15	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$639k		3.6k	179.84	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.1	$630k		5.0k	125.93	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$626k	+8%	13k	46.83	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$608k		14k	42.50	View chart
Advanced Micro Devices (AMD)	0.1	$607k	+35%	3.0k	203.43	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$604k		4.8k	125.46	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$603k		7.3k	82.43	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$580k		1.8k	318.07	View chart
Micron Technology (MU)	0.1	$580k	NEW	1.7k	337.84	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$576k		5.9k	97.73	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$574k		6.9k	82.75	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$559k	+57%	9.8k	57.20	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$548k	+5%	5.2k	106.15	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$505k		382.00	1320.83	View chart
Ishares Msci Israel Etf (EIS)	0.1	$503k	+3%	4.3k	116.04	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$500k	+10%	9.3k	54.05	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$494k	-18%	8.7k	56.68	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$494k	+7%	1.4k	359.03	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$481k		7.3k	65.69	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$480k		6.5k	74.35	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$426k		14k	30.32	View chart
Citigroup Com New (C)	0.0	$424k	+21%	3.7k	113.41	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.0	$418k	+8%	4.3k	96.29	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$385k		4.0k	95.43	View chart
Applied Materials (AMAT)	0.0	$374k	NEW	1.1k	341.79	View chart
Ge Aerospace Com New (GE)	0.0	$371k		1.3k	283.77	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$360k	+28%	2.2k	161.73	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$360k	-9%	3.9k	91.64	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$359k	+15%	5.3k	68.14	View chart
Philip Morris International (PM)	0.0	$357k	+4%	2.2k	165.34	View chart
Texas Instruments Incorporated (TXN)	0.0	$348k	NEW	1.8k	194.14	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.0	$344k	+15%	5.9k	57.94	View chart
Pfizer (PFE)	0.0	$343k	NEW	12k	28.08	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$334k	-38%	784.00	426.40	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$334k		5.9k	56.58	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$334k		4.0k	83.43	View chart
Tidal Trust Ii Defiance Daily T	0.0	$325k	NEW	25k	13.05	View chart
Abbvie (ABBV)	0.0	$323k	-7%	1.5k	217.42	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$308k		500.00	616.76	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$308k		1.5k	211.15	View chart
salesforce (CRM)	0.0	$307k	NEW	1.6k	186.69	View chart
Vanguard World Health Car Etf (VHT)	0.0	$306k		1.1k	272.33	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.0	$306k	+3%	6.1k	49.97	View chart
Chevron Corporation (CVX)	0.0	$300k	+5%	1.5k	206.90	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$299k	+47%	2.5k	118.62	View chart
Ishares S&p Gsci Commodity- Unit Ben Int (GSG)	0.0	$290k		9.0k	32.25	View chart
Costco Wholesale Corporation (COST)	0.0	$286k		287.00	996.43	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$285k	-10%	1.3k	224.59	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$282k	+8%	18k	15.83	View chart
Procter & Gamble Company (PG)	0.0	$277k		1.9k	144.44	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	0.0	$276k		7.3k	38.02	View chart
Wedbush Ser Tr Dan Ives Wedbush (IVES)	0.0	$266k	-15%	9.4k	28.37	View chart
Home Depot (HD)	0.0	$264k		803.00	328.89	View chart
Global X Fds Global X Uranium (URA)	0.0	$264k		5.5k	48.43	View chart
Visa Com Cl A (V)	0.0	$263k	-2%	871.00	302.24	View chart
Exxon Mobil Corporation (XOM)	0.0	$252k	NEW	1.5k	169.66	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$252k	+15%	3.4k	75.10	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$250k		5.0k	50.14	View chart
Caterpillar (CAT)	0.0	$239k	NEW	337.00	708.46	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$233k		4.6k	50.95	View chart
Mastercard Incorporated Cl A (MA)	0.0	$230k		460.00	499.66	View chart
Spdr Series Trust State Street Spd (KRE)	0.0	$215k		3.3k	65.15	View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW)	0.0	$213k		6.8k	31.58	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$213k	NEW	4.1k	52.64	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.0	$213k	NEW	4.0k	53.87	View chart
Applovin Corp Com Cl A (APP)	0.0	$211k	NEW	531.00	398.00	View chart
Eli Lilly & Co. (LLY)	0.0	$211k	-23%	229.00	919.77	View chart
Arista Networks Com Shs (ANET)	0.0	$209k	NEW	1.7k	122.78	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$209k	-10%	2.3k	92.29	View chart
Coreweave Com Cl A (CRWV)	0.0	$208k	NEW	2.7k	77.47	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$207k	NEW	964.00	215.06	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$206k		579.00	356.56	View chart
Ge Vernova (GEV)	0.0	$205k	NEW	235.00	872.90	View chart
Blackrock Health Sciences Te Com Shs (BMEZ)	0.0	$205k		14k	14.36	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$201k	NEW	3.4k	58.54	View chart
Corning Incorporated (GLW)	0.0	$200k	NEW	1.5k	135.97	View chart
Uber Technologies (UBER)	0.0	$200k		2.8k	71.93	View chart
Uipath Cl A (PATH)	0.0	$180k	+7%	16k	11.10	View chart
Pacific Biosciences of California (PACB)	0.0	$66k		50k	1.32	View chart
Neuberger Berman Real Estate Sec (NRO)	0.0	$35k		12k	2.84	View chart
D Fluidigm Corp Del (LAB)	0.0	$11k		12k	0.92	View chart

Past Filings by Evolution Wealth Advisors

SEC 13F filings are viewable for Evolution Wealth Advisors going back to 2018

Evolution Wealth Advisors 2026 Q1 filed May 8, 2026
Evolution Wealth Advisors 2025 Q4 filed Jan. 12, 2026
Evolution Wealth Advisors 2025 Q3 filed Oct. 28, 2025
Evolution Wealth Advisors 2025 Q2 filed Aug. 8, 2025
Evolution Wealth Advisors 2025 Q1 filed May 9, 2025
Evolution Wealth Advisors 2024 Q4 filed Jan. 17, 2025
Evolution Wealth Advisors 2024 Q3 filed Nov. 6, 2024
Evolution Wealth Advisors 2024 Q2 filed July 18, 2024
Evolution Wealth Advisors 2024 Q1 filed April 19, 2024
Evolution Wealth Advisors 2023 Q4 filed Jan. 31, 2024
Evolution Wealth Advisors 2023 Q3 filed Nov. 7, 2023
Evolution Wealth Advisors 2023 Q2 filed July 17, 2023
Evolution Wealth Advisors 2023 Q1 filed May 2, 2023
Evolution Wealth Advisors 2022 Q4 filed Feb. 7, 2023
Evolution Wealth Advisors 2022 Q3 filed Nov. 2, 2022
Evolution Wealth Advisors 2022 Q2 filed Aug. 2, 2022

View all past filings

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