13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001763121
Total reported value
$854.9M
$854.9M
149 檔
31.9%
The Q1 2025 SEC filing reveals that Evolution Wealth Advisors, LLC held a total portfolio value of $854.9M, covering 149 public equity positions.
In Q1 2025, Evolution Wealth Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 23.57% | +6.69% | +1.71% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 8.78% | +4.57% | -1.49% | |
| 3 | XLF | Ss Financial Select Sector | ETF-Other | 5.05% | +0.88% | -0.17% | |
| 4 | PAVE | Global X US Infrastructure | ETF-Other | 4.79% | +1.06% | -1.34% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.30% | +0.53% | +2.58% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 3.25% | +0.02% | +17.49% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 3.07% | -0.13% | +58.03% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.05% | +1.32% | +9.76% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.91% | -23.22% | +46.58% | |
| 10 | VRP | Invesco Variable Rate Prefer | ETF-Other | 1.82% | +0.19% | -2.11% | |
| 11 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.82% | +0.06% | -0.18% | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.74% | +0.28% | -1.58% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.66% | +0.84% | -1.24% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.63% | +0.27% | +6.07% | |
| 15 | XLE | Ss Energy Select Sector | ETF-Other | 1.56% | -0.01% | +2.30% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.50% | +0.29% | -1.55% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.44% | +0.29% | +0.63% | |
| 18 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.44% | +0.07% | +4.27% | |
| 19 | VDE | Vanguard Energy ETF | ETF-Other | 1.20% | — | -1.93% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.13% | -0.11% | +57.59% | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.07% | +0.10% | — | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.94% | -0.02% | +0.02% | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.84% | -0.07% | -13.66% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.84% | +0.37% | -41.30% | |
| 25 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 0.81% | +0.03% | -4.90% | |
| 26 | PBDC | Putnam Bdc Income ETF | ETF-Other | 0.77% | +0.04% | -1.97% | |
| 27 | COMT | Ishares Gsci Commodity Dynam | ETF-Commodities | 0.73% | +0.01% | -50.78% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | +0.05% | +47.39% | |
| 29 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.67% | +0.05% | +43.09% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.67% | +0.02% | -2.03% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.64% | +0.26% | -1.95% | |
| 32 | HEZU | Ishares Currency Hedged Msci | ETF-Other | 0.59% | — | -6.53% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.58% | +0.50% | -0.27% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.57% | +0.02% | +85.65% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.56% | +0.20% | -8.73% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.56% | +0.01% | -7.46% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.56% | — | — | |
| 38 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.55% | +0.19% | +4.12% | |
| 39 | KBE | Ss Spdr S&p Bank ETF | ETF-Other | 0.47% | +0.10% | -0.68% | |
| 40 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.46% | — | -0.07% | |
| 41 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.46% | +0.12% | -2.24% | |
| 42 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.41% | +0.01% | -16.93% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | +0.21% | +8.84% | |
| 44 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.39% | +0.04% | +48.35% | |
| 45 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.37% | +0.03% | +32.33% | |
| 46 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.37% | +0.02% | -11.03% | |
| 47 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.36% | +1.05% | +56.25% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.34% | +0.04% | — | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | +0.09% | +5.37% | |
| 50 | INDA | Ishares Msci India ETF | ETF-Other | 0.29% | -0.41% | -2.67% |
According to official SEC Form 13F filings, Evolution Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $854.9M across 149 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, XLK, XLF) accounted for 31.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $141.2M
During Q1 2025, Evolution Wealth Advisors, LLC's top holdings by market value included SPY (23.6%)、XLK (8.8%)、XLF (5.0%). The largest single position, SPY, represented 23.6% of total portfolio value.
In Q1 2025, Evolution Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.