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CIK: 0001763121
Total reported value
$854.9M
$854.9M
170 檔
35.9%
According to the latest 13F quarterly dataset, Evolution Wealth Advisors, LLC managed an equity portfolio of $854.9M at the end of Q2 2025, spanning 170 distinct U.S. exchange-listed positions.
During Q2 2025, Evolution Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | 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 | 23.35% | +6.69% | +2.18% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 9.40% | +4.57% | -0.65% | |
| 3 | XLF | Ss Financial Select Sector | ETF-Other | 4.66% | +0.88% | -0.13% | |
| 4 | PAVE | Global X US Infrastructure | ETF-Other | 3.82% | +1.06% | -21.46% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.81% | +1.32% | +20.66% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.31% | +0.53% | -0.87% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 2.62% | +0.02% | -13.35% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-Other | 2.50% | -0.13% | +0.50% | |
| 9 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 2.43% | -0.34% | +3433.55% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.33% | +0.84% | +44.57% | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.71% | +0.28% | -0.35% | |
| 12 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.66% | +0.07% | +0.42% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.63% | +0.27% | +0.79% | |
| 14 | VRP | Invesco Variable Rate Prefer | ETF-Other | 1.60% | +0.19% | -0.69% | |
| 15 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.58% | +0.06% | -0.17% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.51% | -23.22% | -2.42% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.34% | -0.11% | +1.95% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.26% | +0.29% | -10.46% | |
| 19 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.20% | -0.07% | +0.90% | |
| 20 | XLE | Ss Energy Select Sector | ETF-Other | 1.16% | -0.01% | -6.49% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.14% | +0.29% | -1.21% | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.00% | +0.10% | +2.68% | |
| 23 | VDE | Vanguard Energy ETF | ETF-Other | 0.92% | — | -4.81% | |
| 24 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 0.78% | +0.03% | -1.14% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.78% | +0.05% | +1.76% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.76% | +0.37% | -4.76% | |
| 27 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.70% | +0.05% | +17.18% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.69% | +0.26% | -0.35% | |
| 29 | PBDC | Putnam Bdc Income ETF | ETF-Other | 0.66% | +0.04% | — | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.63% | +0.02% | +2.41% | |
| 31 | COMT | Ishares Gsci Commodity Dynam | ETF-Commodities | 0.59% | +0.01% | -6.22% | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.59% | +0.02% | -1.36% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.57% | +0.50% | +0.48% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | +0.09% | +31.43% | |
| 35 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.54% | +0.19% | +1.38% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.54% | -0.02% | -31.83% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.52% | +0.20% | — | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.51% | +0.04% | +74.52% | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.50% | — | +1.43% | |
| 40 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.50% | +0.12% | — | |
| 41 | KBE | Ss Spdr S&p Bank ETF | ETF-Other | 0.43% | +0.10% | — | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.42% | +0.04% | +65.77% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.41% | +0.21% | +0.98% | |
| 44 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.40% | — | — | |
| 45 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.36% | +0.04% | +0.01% | |
| 46 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.35% | +1.05% | -12.11% | |
| 47 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.34% | +0.01% | -0.04% | |
| 48 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.31% | +0.02% | -5.23% | |
| 49 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.28% | +0.05% | -0.03% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | +0.03% | -1.52% |
According to official SEC Form 13F filings, Evolution Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $854.9M across 170 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, XLK, XLF) accounted for 35.9% of total reported equity market value during Q2 2025.
During Q2 2025, Evolution Wealth Advisors, LLC's top holdings by market value included SPY (23.4%)、XLK (9.4%)、XLF (4.7%). The largest single position, SPY, represented 23.4% of total portfolio value.
In Q2 2025, Evolution Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 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.
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