Evolution Wealth Advisors

Evolution Wealth Advisors as of June 30, 2026

Portfolio Holdings for Evolution Wealth Advisors

Evolution Wealth Advisors holds 181 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 24.7 $211M 283k 746.76
Select Sector Spdr Tr St Str Techn Etf (XLK) 11.5 $99M 517k 190.52
Select Sector Spdr Tr St Str Finl Etf (XLF) 4.2 $36M 676k 53.61
Global X Fds Us Infr Dev Etf (PAVE) 4.2 $36M 610k 58.92
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.0 $34M 46k 736.39
Spdr Gold Tr Gold Shs (GLD) 3.1 $27M 72k 368.38
Select Sector Spdr Tr St Str Svc Etf (XLC) 2.7 $23M 215k 107.13
Amazon (AMZN) 2.6 $23M 95k 238.34
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.6 $23M 33k 686.80
Select Sector Spdr Tr St Str Care Etf (XLV) 1.6 $14M 86k 158.66
Ishares Msci Eurzone Etf (EZU) 1.6 $13M 193k 69.50
Global X Fds Defense Tech Etf (SHLD) 1.5 $13M 220k 59.71
Ishares Tr Ishares Semicdtr (SOXX) 1.4 $12M 19k 640.76
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 1.3 $11M 471k 24.31
J P Morgan Exchange Traded F Flexi Debt Etf (JFLX) 1.3 $11M 224k 50.40
Vanguard Index Fds Small Cp Etf (VB) 1.3 $11M 36k 303.12
Ishares Core Msci Emkt (IEMG) 1.1 $9.6M 116k 82.84
Apple (AAPL) 1.1 $9.5M 33k 289.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $9.3M 19k 500.39
Ishares Tr Russell 2000 Etf (IWM) 1.0 $8.4M 28k 300.46
Select Sector Spdr Tr St Str Discr Etf (XLY) 1.0 $8.3M 71k 117.28
Alphabet Cap Stk Cl C (GOOG) 0.9 $7.9M 23k 353.33
Select Sector Spdr Tr St Str Util Etf (XLU) 0.9 $7.6M 167k 45.34
Palantir Technologies Cl A (PLTR) 0.8 $6.6M 57k 116.67
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.7 $6.2M 186k 33.29
Vaneck Etf Trust Urani Nucle Etf (NLR) 0.7 $6.2M 53k 115.98
Vanguard World Inf Tech Etf (VGT) 0.7 $6.1M 51k 119.52
Microsoft Corporation (MSFT) 0.7 $6.0M 16k 373.03
Alphabet Cap Stk Cl A (GOOGL) 0.7 $5.6M 16k 357.36
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $5.4M 25k 212.77
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.6 $5.2M 97k 53.11
Iren Ordinary Shares (IREN) 0.5 $4.7M 102k 45.73
Ishares Tr Us Aer Def Etf (ITA) 0.5 $4.6M 19k 242.42
J P Morgan Exchange Traded F Income Etf (JPIE) 0.5 $4.4M 97k 46.05
NVIDIA Corporation (NVDA) 0.5 $4.4M 22k 200.09
Tesla Motors (TSLA) 0.5 $4.0M 9.6k 420.60
Meta Platforms Cl A (META) 0.5 $4.0M 7.1k 563.28
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.4 $3.8M 46k 83.07
Spdr Series Trust St Str Sp Bank (KBE) 0.4 $3.6M 53k 68.22
Intel Corporation (INTC) 0.4 $3.5M 25k 139.63
Putnam Etf Trust Bdc Income Etf (PBDC) 0.4 $3.4M 124k 27.21
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $3.0M 4.5k 655.89
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.3 $2.8M 92k 30.37
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.3 $2.4M 14k 176.65
Strategy Cl A New (MSTR) 0.3 $2.2M 25k 86.93
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $2.1M 20k 109.07
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.3 $2.1M 135k 15.88
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $2.1M 27k 77.91
Spdr Series Trust St Str Sp Biot (XBI) 0.2 $2.1M 13k 158.25
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $2.0M 33k 62.20
Advanced Micro Devices (AMD) 0.2 $2.0M 3.4k 580.91
JPMorgan Chase & Co. (JPM) 0.2 $1.9M 5.8k 327.33
Vanguard World Energy Etf (VDE) 0.2 $1.9M 13k 150.13
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) 0.2 $1.8M 27k 67.58
Broadcom (AVGO) 0.2 $1.8M 4.8k 377.75
Spdr Series Trust St Str Sp Aero (XAR) 0.2 $1.8M 6.2k 283.79
Vanguard Index Fds Value Etf (VTV) 0.2 $1.7M 8.0k 217.93
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $1.7M 28k 61.46
Ishares Tr Msci India Etf (INDA) 0.2 $1.6M 33k 49.39
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.6M 32k 50.58
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.6M 22k 73.41
Vanguard World Financials Etf (VFH) 0.2 $1.6M 12k 131.60
Proshares Tr Pshs Ult S&p 500 (SSO) 0.2 $1.6M 23k 67.38
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $1.5M 13k 121.42
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $1.5M 16k 96.44
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $1.5M 2.00 748850.00
Micron Technology (MU) 0.2 $1.5M 1.3k 1154.29
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $1.4M 21k 68.41
Graniteshares Etf Tr Bbg Commd K 1 (COMB) 0.2 $1.4M 56k 24.08
Ishares Tr Us Infrastruc (IFRA) 0.2 $1.3M 21k 63.04
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.3M 9.5k 137.53
Pacer Fds Tr Us Sm Cap Ca Etf (CALF) 0.1 $1.3M 25k 50.61
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.2M 10k 124.17
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.2M 14k 86.14
Goldman Sachs (GS) 0.1 $1.2M 1.1k 1011.37
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.2M 36k 31.71
Ishares Tr Msci Uk Etf New (EWU) 0.1 $1.2M 25k 46.14
Ishares Tr Global 100 Etf (IOO) 0.1 $1.1M 8.3k 136.60
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.1M 7.5k 148.31
Howmet Aerospace (HWM) 0.1 $1.1M 4.0k 268.86
Bank of America Corporation (BAC) 0.1 $1.1M 19k 56.98
UnitedHealth (UNH) 0.1 $1.1M 2.6k 415.63
Ark Etf Tr Innovation Etf (ARKK) 0.1 $1.1M 13k 80.82
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.0M 2.8k 370.04
Ishares Tr Ishares Biotech (IBB) 0.1 $1.0M 5.4k 190.20
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $982k 10k 94.57
Ishares Tr Msci Eafe Etf (EFA) 0.1 $963k 9.3k 103.88
Tidal Trust I Fund Gran Us Etf (GRNY) 0.1 $942k 34k 27.65
Applied Materials (AMAT) 0.1 $897k 1.2k 723.00
Franklin Templeton Etf Tr Franklin India (FLIN) 0.1 $891k 25k 35.57
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $885k 1.9k 477.57
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $858k 5.5k 156.97
Ishares Gold Tr Ishares New (IAU) 0.1 $845k 11k 75.51
Ishares Tr Futu Expo Te Etf (XT) 0.1 $788k 9.5k 82.63
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $750k 377.00 1989.44
Ishares Msci Equal Weite (EUSA) 0.1 $734k 6.4k 114.19
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $682k 5.9k 115.69
Wal-Mart Stores (WMT) 0.1 $667k 5.9k 113.26
Ishares Tr S&p 100 Etf (OEF) 0.1 $667k 1.8k 365.87
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.1 $657k 14k 45.89
Vanguard World Comm Srvc Etf (VOX) 0.1 $653k 3.6k 183.95
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 0.1 $649k 28k 22.92
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $648k 7.3k 88.54
Tidal Trust Ii Defi Da Iren Etf (IRE) 0.1 $644k 39k 16.71
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.1 $577k 4.8k 119.33
Uber Technologies (UBER) 0.1 $576k 8.0k 72.16
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $574k 6.9k 82.65
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $556k 9.3k 59.69
Vanguard World Consum Dis Etf (VCR) 0.1 $545k 1.4k 396.61
New York Life Invts Active E Mackay Mun Inter (MMIT) 0.1 $543k 22k 24.35
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $538k 9.5k 56.48
Ishares Msci Israel Etf (EIS) 0.1 $523k 4.3k 120.71
Sandisk Corp (SNDK) 0.1 $518k 228.00 2273.73
Citigroup Com New (C) 0.1 $517k 3.7k 139.96
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $512k 11k 45.52
Invesco Actively Managed Exc Total Return (GTO) 0.1 $507k 11k 46.87
Global X Fds Lithium Btry Etf (LIT) 0.1 $505k 6.5k 78.28
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $493k 7.3k 67.24
Texas Instruments Incorporated (TXN) 0.0 $400k 1.3k 298.07
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $398k 7.5k 53.17
Coreweave Com Cl A (CRWV) 0.0 $396k 4.0k 99.54
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.0 $394k 2.1k 185.23
Listed Fds Tr Roun Ma Seve Etf (MAGS) 0.0 $382k 5.9k 64.30
Abbvie (ABBV) 0.0 $376k 1.5k 251.66
Philip Morris International (PM) 0.0 $369k 2.0k 180.91
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $366k 3.8k 95.98
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $365k 12k 30.49
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $364k 3.7k 98.98
Wedbush Ser Tr Dan Ive Revo Etf (IVES) 0.0 $364k 9.5k 38.10
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $360k 3.2k 114.18
Spdr Series Trust St Str P500val (SPYV) 0.0 $359k 5.9k 60.79
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $352k 500.00 703.34
Crowdstrike Hldgs Cl A (CRWD) 0.0 $347k 454.00 763.14
Dell Technologies CL C (DELL) 0.0 $338k 784.00 431.46
Vanguard World Health Car Etf (VHT) 0.0 $336k 1.1k 299.01
Spdr Series Trust St Str Blo 1 Etf (BIL) 0.0 $332k 3.6k 91.64
Oracle Corporation (ORCL) 0.0 $329k 2.2k 146.55
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $322k 334.00 965.00
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $321k 1.4k 227.06
Ishares Silver Tr Ishares (SLV) 0.0 $317k 5.9k 53.47
Select Sector Spdr Tr St Str Mater Etf (XLB) 0.0 $311k 6.1k 50.83
Palo Alto Networks (PANW) 0.0 $310k 909.00 341.02
Ishares Tr National Mun Etf (MUB) 0.0 $291k 2.7k 107.62
Applovin Corp Com Cl A (APP) 0.0 $290k 563.00 515.23
Corning Incorporated (GLW) 0.0 $288k 1.1k 255.43
Vanguard World Consum Stp Etf (VDC) 0.0 $286k 1.3k 225.49
Visa Com Cl A (V) 0.0 $281k 820.00 343.09
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $281k 3.4k 83.75
Procter & Gamble Company (PG) 0.0 $274k 1.9k 146.64
salesforce (CRM) 0.0 $271k 1.7k 156.66
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.0 $268k 3.0k 89.85
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.0 $263k 6.7k 39.01
Ge Vernova (GEV) 0.0 $259k 220.00 1174.86
Ishares S&p Gsci Commodity- Unit Ben Int (GSG) 0.0 $257k 9.0k 28.60
Eli Lilly & Co. (LLY) 0.0 $253k 211.00 1199.43
Spdr Series Trust St Str Sp Regbnk (KRE) 0.0 $247k 3.3k 74.85
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $245k 3.4k 71.25
Morgan Stanley Com New (MS) 0.0 $244k 1.2k 209.04
Global X Fds Global X Uranium (URA) 0.0 $242k 5.5k 43.70
Chevron Corporation (CVX) 0.0 $239k 1.4k 165.76
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $234k 4.6k 51.05
Mastercard Incorporated Cl A (MA) 0.0 $226k 440.00 513.60
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $226k 954.00 236.62
Coca-Cola Company (KO) 0.0 $225k 2.8k 81.27
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $222k 4.3k 51.05
Ishares Ethereum Tr SHS (ETHA) 0.0 $221k 19k 11.89
Blackrock Health Sciences Te Com Shs (BMEZ) 0.0 $219k 14k 15.35
Roblox Corp Cl A (RBLX) 0.0 $219k 4.0k 54.38
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.0 $216k 1.3k 170.86
Pulte (PHM) 0.0 $215k 1.6k 137.21
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $214k 807.00 264.72
Lumentum Hldgs (LITE) 0.0 $212k 247.00 858.06
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $210k 4.1k 51.85
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.0 $210k 3.3k 64.50
Global X Fds Glbl X Mlp Etf (MLPA) 0.0 $210k 4.0k 53.08
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL) 0.0 $207k 5.2k 39.98
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $201k 705.00 285.58
Uipath Cl A (PATH) 0.0 $109k 10k 10.87
Pacific Biosciences of California (PACB) 0.0 $84k 50k 1.68
Neuberger Berman Real Estate Sec (NRO) 0.0 $37k 12k 3.03
D Fluidigm Corp Del (LAB) 0.0 $10k 12k 0.82