Evolution Wealth Advisors, LLC

Est. AUM

$981.5M

13F long equity, this entity only

Positions

176

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$238.7M	940410	24.32%	SOLE
2	STATE STR SPDR S&P 500 ETF T	TR UNIT	$176.5M	271320	17.98%	SOLE
3	SELECT SECTOR SPDR TR	STATE STREET TEC	$68.2M	513535	6.95%	SOLE
4	SELECT SECTOR SPDR TR	STATE STREET FIN	$32.9M	666678	3.35%	SOLE
5	GLOBAL X FDS	US INFR DEV ETF	$30.8M	606022	3.14%	SOLE
6	SPDR GOLD TR	GOLD SHS	$30.2M	70286	3.08%	SOLE
7	INVESCO QQQ TR	UNIT SER 1	$26.1M	45157	2.66%	SOLE
8	SELECT SECTOR SPDR TR	STATE STREET COM	$23.6M	213226	2.41%	SOLE
9	AMAZON COM INC	COM	$20.7M	99199	2.10%	SOLE
10	ISHARES INC	MSCI EURZONE ETF	$18.7M	298258	1.90%	SOLE
11	VANGUARD INDEX FDS	S&P 500 ETF SHS	$17.6M	29476	1.79%	SOLE
12	SELECT SECTOR SPDR TR	STATE STREET HEA	$16.9M	115176	1.72%	SOLE
13	GLOBAL X FDS	DEFENSE TECH ETF	$14.8M	208314	1.50%	SOLE
14	J P MORGAN EXCHANGE TRADED F	FLEXIBLE DEBT ET	$11.3M	228423	1.16%	SOLE
15	INVESCO EXCH TRADED FD TR II	VAR RATE PFD	$11.3M	469296	1.15%	SOLE
16	VANGUARD INDEX FDS	SMALL CP ETF	$9.7M	36847	0.98%	SOLE
17	PALANTIR TECHNOLOGIES INC	CL A	$8.2M	56016	0.83%	SOLE
18	MICROSOFT CORP	COM	$7.9M	21392	0.81%	SOLE
19	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.9M	16392	0.80%	SOLE
20	SELECT SECTOR SPDR TR	STATE STREET CON	$7.7M	70559	0.78%	SOLE
21	SELECT SECTOR SPDR TR	STATE STREET UTI	$7.6M	165653	0.77%	SOLE
22	VANECK ETF TRUST	URANIUM AND NUCL	$6.8M	51073	0.69%	SOLE
23	ALPHABET INC	CAP STK CL C	$6.5M	22731	0.66%	SOLE
24	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$6.4M	165570	0.65%	SOLE
25	ISHARES INC	CORE MSCI EMKT	$6.1M	87873	0.62%	SOLE
26	SELECT SECTOR SPDR TR	STATE STREET ENE	$6.0M	98116	0.61%	SOLE
27	ISHARES TR	RUSSELL 2000 ETF	$6.0M	24045	0.61%	SOLE
28	ISHARES TR	MSCI INDIA ETF	$5.9M	126670	0.60%	SOLE
29	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$4.6M	100391	0.47%	SOLE
30	VANGUARD WORLD FD	INF TECH ETF	$4.5M	6408	0.46%	SOLE
31	ALPHABET INC	CAP STK CL A	$4.5M	15505	0.45%	SOLE
32	TESLA INC	COM	$4.4M	11869	0.45%	SOLE
33	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$4.2M	22106	0.43%	SOLE
34	NVIDIA CORPORATION	COM	$4.2M	24286	0.43%	SOLE
35	META PLATFORMS INC	CL A	$4.1M	7167	0.42%	SOLE
36	ISHARES TR	US AER DEF ETF	$4.1M	18738	0.42%	SOLE
37	SELECT SECTOR SPDR TR	STATE STREET CON	$3.9M	46980	0.39%	SOLE
38	ISHARES TR	ISHARES SEMICDTR	$3.7M	11309	0.38%	SOLE
39	PUTNAM ETF TRUST	BDC INCOME ETF	$3.4M	125070	0.35%	SOLE
40	SPDR SERIES TRUST	STATE STREET SPD	$3.2M	53022	0.32%	SOLE
41	STRATEGY INC	CL A NEW	$3.1M	25127	0.32%	SOLE
42	ISHARES U S ETF TR	GSCI CMDTY STGY	$3.1M	91466	0.32%	SOLE
43	IREN LIMITED	ORDINARY SHARES	$2.5M	72845	0.25%	SOLE
44	INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$2.3M	134918	0.24%	SOLE
45	ISHARES TR	IBOXX INV CP ETF	$2.3M	21128	0.23%	SOLE
46	INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$2.2M	13545	0.23%	SOLE
47	VANGUARD WORLD FD	ENERGY ETF	$2.2M	12485	0.22%	SOLE
48	PACER FDS TR	US CASH COWS 100	$2.1M	33978	0.22%	SOLE
49	JPMORGAN CHASE & CO	COM	$1.9M	6365	0.19%	SOLE
50	VANECK ETF TRUST	SEMICONDUCTR ETF	$1.8M	4744	0.19%	SOLE

1–50 of 176

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.