Evolution Wealth Advisors, LLC
Sector Allocation
- Other79.4%$678.9M
- Financials9.4%$80.1M
- Technology7.4%$63.4M
- Consumer Discretionary3.2%$27.0M
- Healthcare0.2%$1.8M
- Consumer Staples0.2%$1.5M
- Materials0.2%$1.4M
- Industrials0.1%$472,928
- Energy0.0%$238,694
AUM History
13fpro.ai/research/fund/evolution-wealth-advisors-llc-1763121
Conviction and streaks
Diversifying · top 10 = 61.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
SPY
$211.0M- SELECT$98.6M
- SELECT$36.3M
- GLOBAL$35.9M
QQQ
$34.1MGLD
$26.5M- SELECT$23.0M
AMZN
$22.6M- VANGUARD$22.6M
- SELECT$13.6M
- ISHARES$13.4M
- GLOBAL$13.1M
- ISHARES$12.3M
IVZ
$11.4M- J$11.3M
- VANGUARD$10.9M
- ISHARES$9.6M
AAPL
$9.5MBRK.B
$9.3M- ISHARES$8.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/evolution-wealth-advisors-llc-1763121
Evolution Wealth Advisors, LLC 13F holdings — Q2 2026
$854.9M portfolio (-12.9% QoQ) · 181 holdings · Q2 2026 13F · top 10 are 61% of the stock portfolio
$211.0M
24.7% of stocks
+4%This quarter+4.9%Since filed10+ qtrsHeld- 2
SELECT SECTOR SPDR TR - ST STR TECHN ETF
$98.6M
11.5% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
SELECT SECTOR SPDR TR - ST STR FINL ETF
$36.3M
4.2% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
GLOBAL X FDS - US INFR DEV ETF
$35.9M
4.2% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy— $34.1M
4.0% of stocks
+2%This quarter+7.6%Since filed10+ qtrsHeld$26.5M
3.1% of stocks
+2%This quarter-0.9%Since filed10+ qtrsHeld- 7
SELECT SECTOR SPDR TR - ST STR SVC ETF
$23.0M
2.7% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy— $22.6M
2.6% of stocks
-4%This quarter+9.9%Since filed10+ qtrsHeld- 9
VANGUARD INDEX FDS - S&P 500 ETF SHS
$22.6M
2.6% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
SELECT SECTOR SPDR TR - ST STR CARE ETF
$13.6M
1.6% of stocks
-26%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $211.0M | 24.7% | +4% | +4.9% | 10+ qtrsAdded 8 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $98.6M | 11.5% | +0.7% | — | — | — | — | |
| 3 | SELECT SECTOR SPDR TR - ST STR FINL ETF | $36.3M | 4.2% | +1% | — | — | — | — | |
| 4 | GLOBAL X FDS - US INFR DEV ETF | $35.9M | 4.2% | +0.6% | — | — | — | — | |
| 5 | $34.1M | 4.0% | +2% | +7.6% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $26.5M | 3.1% | +2% | -0.9% | 10+ qtrsAdded 4 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | SELECT SECTOR SPDR TR - ST STR SVC ETF | $23.0M | 2.7% | +0.7% | — | — | — | — | |
| 8 | $22.6M | 2.6% | -4% | +9.9% | 10+ qtrs | 67.5#363 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $22.6M | 2.6% | +12% | — | — | — | — | |
| 10 | SELECT SECTOR SPDR TR - ST STR CARE ETF | $13.6M | 1.6% | -26% | — | — | — | — |
All holdings — Evolution Wealth Advisors, LLC (Q2 2026)
181 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES INC - MSCI EURZONE ETFetf/fund | — | $13.4M | 1.6% | 193K | -35% | — | — | 13F |
| 12 | — | GLOBAL X FDS - DEFENSE TECH ETFetf/fund | — | $13.1M | 1.5% | 220K | +6% | — | — | 13F |
| 13 | — | ISHARES TR - ISHARES SEMICDTRetf/fund | — | $12.3M | 1.4% | 19K | +69% | — | — | 13F |
| 14 | Invesco Ltd.preferred | Financials | $11.4M | 1.3% | 470K | +0.3% | 10+ qtrs | — | 13F | |
| 15 | — | J P MORGAN EXCHANGE TRADED F - FLEXI DEBT ETFetf/fund | — | $11.3M | 1.3% | 224K | -2% | — | — | 13F |
| 16 | — | VANGUARD INDEX FDS - SMALL CP ETFetf/fund | — | $10.9M | 1.3% | 36K | -3% | — | — | 13F |
| 17 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $9.6M | 1.1% | 116K | +32% | — | — | 13F |
| 18 | Apple Inc. | Technology | $9.5M | 1.1% | 33K | -96% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | BERKSHIRE HATHAWAY INC | Financials | $9.3M | 1.1% | 19K | +13% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | ISHARES TR - RUSSELL 2000 ETFetf/fund | — | $8.4M | 1.0% | 28K | +17% | — | — | 13F |
| 21 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETFetf/fund | — | $8.3M | 1.0% | 71K | +0.6% | — | — | 13F |
| 22 | Alphabet Inc. | Technology | $7.9M | 0.9% | 22K | -1% | 10+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETFetf/fund | — | $7.6M | 0.9% | 167K | +0.5% | — | — | 13F |
| 24 | Palantir Technologies Inc. | Technology | $6.6M | 0.8% | 57K | +1.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | iShares Bitcoin Trust ETFetf/fund | Financials | $6.2M | 0.7% | 186K | +12% | 9 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | VANECK ETF TRUST - URANI NUCLE ETF | — | $6.2M | 0.7% | 53K | +4% | |||
| 27 | — | VANGUARD WORLD FD - INF TECH ETF | — | $6.1M | 0.7% | 51K | +700% | |||
| 28 | $MSFT | MICROSOFT CORP | Technology | $6.0M | 0.7% | 16K | -25% | |||
| 29 | $GOOGL | Alphabet Inc. | Technology | $5.6M | 0.7% | 16K | +2% | |||
| 30 | $IVZ | Invesco Ltd. | Financials | $5.4M | 0.6% | 25K | +15% | |||
| 31 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $5.2M | 0.6% | 97K | -0.9% | |||
| 32 | $IREN | IREN Ltd | Financials | $4.7M | 0.6% | 102K | +40% | |||
| 33 | — | ISHARES TR - US AER DEF ETF | — | $4.6M | 0.5% | 19K | +0.7% | |||
| 34 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | — | $4.4M | 0.5% | 97K | -4% | |||
| 35 | $NVDA | NVIDIA CORP | Technology | $4.4M | 0.5% | 22K | -8% | |||
| 36 | $TSLA | Tesla, Inc. | Consumer Discretionary | $4.0M | 0.5% | 9,573 | -19% | |||
| 37 | $META | Meta Platforms, Inc. | Technology | $4.0M | 0.5% | 7,131 | -0.5% | |||
| 38 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $3.8M | 0.5% | 46K | -2% | |||
| 39 | — | SPDR SERIES TRUST - ST STR SP BANK | — | $3.6M | 0.4% | 53K | — | |||
| 40 | $INTC | INTEL CORP | Technology | $3.5M | 0.4% | 25K | -5% | |||
| 41 | — | PUTNAM ETF TRUST - BDC INCOME ETF | — | $3.4M | 0.4% | 124K | -1% | |||
| 42 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $3.0M | 0.3% | 4,548 | -4% | |||
| 43 | — | ISHARES U S ETF TR - GSCI CMDTY STGY | — | $2.8M | 0.3% | 92K | +0.8% | |||
| 44 | $IVZ | Invesco Ltd. | Financials | $2.4M | 0.3% | 14K | — | |||
| 45 | $MSTR | Strategy Inc | Financials | $2.2M | 0.3% | 25K | — | |||
| 46 | — | ISHARES TR - IBOXX INV CP ETF | — | $2.1M | 0.3% | 20K | -7% | |||
| 47 | $IVZ | Invesco Ltd. | Financials | $2.1M | 0.3% | 135K | -0.0% | |||
| 48 | $META | Meta Platforms, Inc. | Technology | $2.1M | 0.3% | 27K | +18% | |||
| 49 | — | SPDR SERIES TRUST - ST STR SP BIOT | — | $2.1M | 0.2% | 13K | +0.2% | |||
| 50 | — | PACER FDS TR - US CASH COWS 100 | — | $2.0M | 0.2% | 33K | -3% | |||
| 51 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $2.0M | 0.2% | 3,378 | +13% | |||
| 52 | $JPM | JPMORGAN CHASE & CO | Financials | $1.9M | 0.2% | 5,806 | -9% | |||
| 53 | — | VANGUARD WORLD FD - ENERGY ETF | — | $1.9M | 0.2% | 12K | — | |||
| 54 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | — | $1.8M | 0.2% | 27K | +0.0% | |||
| 55 | $AVGO | Broadcom Inc. | Technology | $1.8M | 0.2% | 4,773 | +26% | |||
| 56 | — | SPDR SERIES TRUST - ST STR SP AERO | — | $1.8M | 0.2% | 6,170 | +16% | |||
| 57 | — | VANGUARD INDEX FDS - VALUE ETF | — | $1.7M | 0.2% | 7,980 | +4% | |||
| 58 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $1.7M | 0.2% | 28K | -7% | |||
| 59 | — | ISHARES TR - MSCI INDIA ETF | — | $1.6M | 0.2% | 33K | -74% | |||
| 60 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $1.6M | 0.2% | 32K | +5% | |||
| 61 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $1.6M | 0.2% | 22K | -11% | |||
| 62 | — | VANGUARD WORLD FD - FINANCIALS ETF | — | $1.6M | 0.2% | 12K | +0.0% | |||
| 63 | — | PROSHARES TR - PSHS ULT S&P 500 | — | $1.6M | 0.2% | 23K | -0.3% | |||
| 64 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | — | $1.5M | 0.2% | 13K | -0.5% | |||
| 65 | — | ISHARES TR - JPMORGAN USD EMG | — | $1.5M | 0.2% | 16K | -6% | |||
| 66 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.2% | 2 | — | |||
| 67 | $MU | MICRON TECHNOLOGY INC | Technology | $1.5M | 0.2% | 1,274 | -26% | |||
| 68 | — | ISHARES TR - MSCI EMG MKT ETF | — | $1.4M | 0.2% | 21K | — | |||
| 69 | — | GRANITESHARES ETF TR - BBG COMMD K 1 | — | $1.4M | 0.2% | 56K | — | |||
| 70 | — | ISHARES TR - US INFRASTRUC | — | $1.3M | 0.1% | 21K | +112% | |||
| 71 | — | ISHARES TR - S&P 500 GRWT ETF | — | $1.3M | 0.1% | 9,461 | +2% | |||
| 72 | — | PACER FDS TR - US SM CAP CA ETF | — | $1.3M | 0.1% | 25K | — | |||
| 73 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.2M | 0.1% | 10K | +1183% | |||
| 74 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $1.2M | 0.1% | 14K | +460% | |||
| 75 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.2M | 0.1% | 1,143 | — | |||
| 76 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $1.2M | 0.1% | 36K | -30% | |||
| 77 | — | ISHARES TR - MSCI UK ETF NEW | — | $1.2M | 0.1% | 25K | — | |||
| 78 | — | ISHARES TR - GLOBAL 100 ETF | — | $1.1M | 0.1% | 8,254 | — | |||
| 79 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.1M | 0.1% | 7,502 | -2% | |||
| 80 | $HWM | Howmet Aerospace Inc. | Materials | $1.1M | 0.1% | 4,000 | — | |||
| 81 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.1M | 0.1% | 19K | +804% | |||
| 82 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.1M | 0.1% | 2,584 | New | |||
| 83 | — | ARK ETF TR - INNOVATION ETF | — | $1.1M | 0.1% | 13K | -2% | |||
| 84 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $1.0M | 0.1% | 2,771 | — | |||
| 85 | — | ISHARES TR - ISHARES BIOTECH | — | $1.0M | 0.1% | 5,377 | +6% | |||
| 86 | — | ISHARES TR - 7-10 YR TRSY BD | — | $982K | 0.1% | 10K | +157% | |||
| 87 | — | ISHARES TR - MSCI EAFE ETF | — | $963K | 0.1% | 9,266 | +16% | |||
| 88 | — | TIDAL TRUST I - FUND GRAN US ETF | — | $941K | 0.1% | 34K | — | |||
| 89 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $897K | 0.1% | 1,241 | +13% | |||
| 90 | — | FRANKLIN TEMPLETON ETF TR - FRANKLIN INDIA | — | $891K | 0.1% | 25K | New | |||
| 91 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $884K | 0.1% | 1,852 | New | |||
| 92 | — | ISHARES TR - MSCI ACWI ETF | — | $858K | 0.1% | 5,464 | +0.1% | |||
| 93 | $IAU | ISHARES GOLD TRUST | Financials | $845K | 0.1% | 11K | +7% | |||
| 94 | — | ISHARES TR - FUTU EXPO TE ETF | — | $788K | 0.1% | 9,535 | — | |||
| 95 | $ASML | ASML HOLDING NV | Technology | $750K | 0.1% | 377 | -1% | |||
| 96 | — | ISHARES INC - MSCI EQUAL WEITE | — | $734K | 0.1% | 6,426 | — | |||
| 97 | — | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF | — | $682K | 0.1% | 5,897 | — | |||
| 98 | $WMT | Walmart Inc. | Consumer Staples | $667K | 0.1% | 5,893 | +5% | |||
| 99 | — | ISHARES TR - S&P 100 ETF | — | $667K | 0.1% | 1,824 | — | |||
| 100 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $656K | 0.1% | 14K | — | |||
| 101 | — | VANGUARD WORLD FD - COMM SRVC ETF | — | $653K | 0.1% | 3,551 | — | |||
| 102 | — | FRANKLIN TEMPLETON ETF TR - SENIOR LOAN ETF | — | $649K | 0.1% | 28K | -7% | |||
| 103 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | — | $647K | 0.1% | 7,313 | — | |||
| 104 | — | TIDAL TRUST II - DEFI DA IREN ETF | — | $644K | 0.1% | 39K | +55% | |||
| 105 | — | ISHARES TR - MSCI AC ASIA ETF | — | $577K | 0.1% | 4,838 | +12% | |||
| 106 | $UBER | Uber Technologies, Inc | Technology | $576K | 0.1% | 7,984 | +187% | |||
| 107 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $574K | 0.1% | 6,940 | — | |||
| 108 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $556K | 0.1% | 9,319 | +0.7% | |||
| 109 | — | VANGUARD WORLD FD - CONSUM DIS ETF | — | $545K | 0.1% | 1,375 | — | |||
| 110 | — | NEW YORK LIFE INVTS ACTIVE E - MACKAY MUN INTER | — | $543K | 0.1% | 22K | -27% | |||
| 111 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $538K | 0.1% | 9,533 | +9% | |||
| 112 | — | ISHARES INC - MSCI ISRAEL ETF | — | $523K | 0.1% | 4,330 | — | |||
| 113 | $SNDK | Sandisk Corp | Technology | $518K | 0.1% | 228 | New | |||
| 114 | $C | CITIGROUP INC | Financials | $517K | 0.1% | 3,695 | -1% | |||
| 115 | $GBTC | Grayscale Bitcoin Trust ETF | Financials | $512K | 0.1% | 11K | -43% | |||
| 116 | $IVZ | Invesco Ltd. | Financials | $507K | 0.1% | 11K | -19% | |||
| 117 | — | GLOBAL X FDS - LITHIUM BTRY ETF | — | $505K | 0.1% | 6,450 | — | |||
| 118 | $SNPS | SYNOPSYS INC | Technology | $493K | 0.1% | 7,326 | — | |||
| 119 | $TXN | TEXAS INSTRUMENTS INC | Technology | $400K | 0.1% | 1,341 | -25% | |||
| 120 | — | ISHARES TR - ISHS 5-10YR INVT | — | $398K | 0.1% | 7,476 | -39% | |||
| 121 | $CRWV | CoreWeave, Inc. | Technology | $396K | 0.1% | 3,980 | +49% | |||
| 122 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $394K | 0.1% | 2,126 | -4% | |||
| 123 | — | LISTED FDS TR - ROUN MA SEVE ETF | — | $382K | 0.0% | 5,937 | — | |||
| 124 | $ABBV | AbbVie Inc. | Healthcare | $376K | 0.0% | 1,495 | +0.6% | |||
| 125 | $PM | Philip Morris International Inc. | Consumer Staples | $369K | 0.0% | 2,037 | -6% | |||
| 126 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $366K | 0.0% | 3,812 | -21% | |||
| 127 | — | ISHARES TR - PFD AND INCM SEC | — | $365K | 0.0% | 12K | -15% | |||
| 128 | — | ISHARES TR - CORE US AGGBD ET | — | $364K | 0.0% | 3,677 | New | |||
| 129 | — | WEDBUSH SER TR - DAN IVE REVO ETF | — | $363K | 0.0% | 9,540 | +2% | |||
| 130 | $SHOP | SHOPIFY INC. | Technology | $360K | 0.0% | 3,155 | +25% | |||
| 131 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $359K | 0.0% | 5,900 | — | |||
| 132 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $352K | 0.0% | 500 | — | |||
| 133 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $346K | 0.0% | 454 | New | |||
| 134 | $DELL | Dell Technologies Inc. | Technology | $338K | 0.0% | 784 | New | |||
| 135 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $336K | 0.0% | 1,125 | — | |||
| 136 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $332K | 0.0% | 3,625 | -8% | |||
| 137 | $ORCL | ORACLE CORP | Technology | $329K | 0.0% | 2,243 | New | |||
| 138 | $STX | Seagate Technology Holdings plc | Technology | $322K | 0.0% | 334 | New | |||
| 139 | — | ISHARES TR - S&P 500 VAL ETF | — | $321K | 0.0% | 1,414 | -3% | |||
| 140 | $SLV | iShares Silver Trust | Financials | $317K | 0.0% | 5,925 | +12% | |||
| 141 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | — | $311K | 0.0% | 6,114 | — | |||
| 142 | $PANW | Palo Alto Networks Inc | Technology | $310K | 0.0% | 909 | New | |||
| 143 | — | ISHARES TR - NATIONAL MUN ETF | — | $291K | 0.0% | 2,704 | -48% | |||
| 144 | $APP | AppLovin Corp | Technology | $290K | 0.0% | 563 | +6% | |||
| 145 | $GLW | CORNING INC /NY | Materials | $288K | 0.0% | 1,128 | -23% | |||
| 146 | — | VANGUARD WORLD FD - CONSUM STP ETF | — | $286K | 0.0% | 1,268 | — | |||
| 147 | $V | VISA INC. | Financials | $281K | 0.0% | 820 | -6% | |||
| 148 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $281K | 0.0% | 3,352 | — | |||
| 149 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $274K | 0.0% | 1,870 | -3% | |||
| 150 | $CRM | Salesforce, Inc. | Technology | $271K | 0.0% | 1,728 | +5% |
What changed in Q2 2026
Against the previous quarter's 13F: 21 new, 60 added to, 57 trimmed, 17 sold out. Share-count changes; largest moves by dollar size first.
New positions (21)
$UNHUNITEDHEALTH GROUP INC$1.1M
first bought this quarter
- FRANKLIN TEMPLETON ETF TR - FRANKLIN INDIA$891K
first bought this quarter
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$884K
first bought this quarter
$SNDKSandisk Corp$518K
first bought this quarter
- ISHARES TR - CORE US AGGBD ET$364K
first bought this quarter
$CRWDCrowdStrike Holdings, Inc.$346K
first bought this quarter
+15 more in the Excel export
Added to (60)
now $211.0M · held 10+ qtrs, 8 adds in a row
- VANGUARD WORLD FD - INF TECH ETF+700%
now $6.1M
- ISHARES TR - ISHARES SEMICDTR+69%
now $12.3M
- VANGUARD INDEX FDS - S&P 500 ETF SHS+12%
now $22.6M
- ISHARES INC - CORE MSCI EMKT+32%
now $9.6M
$IRENIREN Ltd+40%
now $4.7M · held 8 qtrs, 3 adds in a row
+54 more in the Excel export
Trimmed (57)
now $9.5M · held 10+ qtrs
- ISHARES INC - MSCI EURZONE ETF-35%
now $13.4M
- SELECT SECTOR SPDR TR - ST STR CARE ETF-26%
now $13.6M
- ISHARES TR - MSCI INDIA ETF-74%
now $1.6M
$MSFTMICROSOFT CORP-25%
now $6.0M · held 10+ qtrs
now $22.6M · held 10+ qtrs
+51 more in the Excel export
Holdings by quarter
Every 13F Evolution Wealth Advisors, LLC has filed, 30 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Jul 29, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Evolution Wealth Advisors's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
+6.0%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 16% over the last 4
Top 10 weight
61%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Evolution Wealth Advisors, LLC disclosed 181 positions worth $854.9M in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 24.7% of the equity portfolio. During the quarter the fund opened 21 new positions and exited 17 — including a new stake in $UNH and a full exit from $RCL. The portfolio is most concentrated in Other (79.4% of disclosed assets). All figures are sourced directly from Evolution Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1763121.
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AI-Powered Hedge Fund Analysis: Evolution Wealth Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Evolution Wealth Advisors, LLC (SEC CIK: 1763121), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Evolution Wealth Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.