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CIK: 0001763121
Total reported value
$854.9M
$854.9M
176 檔
64.0%
As reported in its official Q1 2026 Form 13F filing, Evolution Wealth Advisors, LLC's tracked investment portfolio stood at $854.9M with 176 total positions.
In Q1 2026, Evolution Wealth Advisors, LLC displayed an active expansion posture, initiating 20 new positions and adding to 72 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 24.34% | -23.22% | +0.22% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 17.99% | +6.69% | +2.59% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 6.96% | +4.57% | +1.58% | |
| 4 | XLF | Ss Financial Select Sector | ETF-Other | 3.36% | +0.88% | +15.21% | |
| 5 | PAVE | Global X US Infrastructure | ETF-Other | 3.14% | +1.06% | +0.39% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 3.08% | +0.02% | +14.61% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.66% | +1.32% | +0.78% | |
| 8 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.41% | +0.28% | +11.75% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.11% | +0.53% | +2.01% | |
| 10 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 1.91% | -0.34% | +2.77% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.80% | +0.84% | +3.52% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-Other | 1.72% | -0.13% | +2.41% | |
| 13 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.50% | +0.04% | +1.17% | |
| 14 | JFLX | Jpmorgan Flexible Debt ETF | ETF-Other | 1.16% | +0.16% | +0.70% | |
| 15 | VRP | Invesco Variable Rate Prefer | ETF-Other | 1.15% | +0.19% | +4.63% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 0.98% | +0.29% | +1.72% | |
| 17 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.84% | -0.07% | +2.99% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | -0.11% | +14.05% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | +0.29% | +3.09% | |
| 20 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.78% | +0.19% | +104.15% | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.78% | +0.10% | +7.21% | |
| 22 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.69% | +0.03% | +3.07% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | +0.27% | -3.81% | |
| 24 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.65% | +0.07% | +11.36% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.63% | +0.50% | +3.14% | |
| 26 | XLE | Ss Energy Select Sector | ETF-Other | 0.61% | -0.01% | -23.56% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.61% | +0.37% | +1.48% | |
| 28 | INDA | Ishares Msci India ETF | ETF-Other | 0.61% | -0.41% | +177.05% | |
| 29 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.47% | +0.05% | +0.06% | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.46% | +0.26% | -2.42% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | +0.21% | +18.38% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | +0.02% | +0.49% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.43% | +0.20% | +14.74% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | +0.09% | +26.62% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | +0.05% | +22.55% | |
| 36 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.42% | +0.12% | +5.58% | |
| 37 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.39% | +0.06% | -65.42% | |
| 38 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.38% | +1.05% | +0.07% | |
| 39 | PBDC | Putnam Bdc Income ETF | ETF-Other | 0.35% | +0.04% | -2.59% | |
| 40 | KBE | Ss Spdr S&p Bank ETF | ETF-Other | 0.32% | +0.10% | — | |
| 41 | MSTR | Strategy Inc | Stock-Tech | 0.32% | -0.06% | — | |
| 42 | COMT | Ishares Gsci Commodity Dynam | ETF-Commodities | 0.32% | +0.01% | -26.04% | |
| 43 | IREN | IREN Limited | Stock-Other | 0.25% | +0.30% | +144.16% | |
| 44 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.24% | +0.01% | -12.00% | |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.23% | +0.02% | +1.33% | |
| 46 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.23% | +0.05% | — | |
| 47 | VDE | Vanguard Energy ETF | ETF-Other | 0.22% | — | -32.38% | |
| 48 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.22% | +0.02% | -0.67% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | +0.03% | — | |
| 50 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.19% | +0.16% | -5.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +0.6% | +14.61% | Add |
| 2 | XLY | Ss Consumer Disc Select Sect | +0.4% | +104.15% | Add |
| 3 | INDA | Ishares Msci India ETF | +0.4% | +177.05% | Add |
| 4 | MSTR | Strategy Inc | +0.3% | NEW | New buy |
| 5 | PAVE | Global X US Infrastructure | +0.2% | +0.39% | Add |
| 6 | XLF | Ss Financial Select Sector | +0.2% | +15.21% | Add |
| 7 | SHLD | Global X Defense Tech ETF | +0.2% | +1.17% | Add |
| 8 | IREN | IREN Limited | +0.1% | +144.16% | Add |
| 9 | XLC | Ss Comm Select Sector Spdr | +0.1% | +11.75% | Add |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +7.21% | Add |
| 11 | SPXL | Direxion Daily S&p 500 Bull | +0.1% | NEW | New buy |
| 12 | AA | Alcoa CORP | +0.1% | NEW | New buy |
| 13 | NVDA | Nvidia CORP | +0.1% | +26.62% | Add |
| 14 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.1% | +3.07% | Add |
| 15 | AVGO | Broadcom Inc | +0.1% | +123.69% | Add |
| 16 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 17 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +14.74% | Add |
| 18 | INTC | Intel CORP | +0.1% | +48.68% | Add |
| 19 | BSV | Vanguard Short-term Bond ETF | +0.1% | +38.20% | Add |
| 20 | TQQQ | Proshares Ultrapro Qqq | +0.1% | +204.60% | Add |
| 21 | VRP | Invesco Variable Rate Prefer | +0.1% | +4.63% | Add |
| 22 | IEMG | Ishares Core Msci Emerging | 0% | +3.14% | Add |
| 23 | AMAT | Applied Materials Inc | 0% | NEW | New buy |
| 24 | GOOGL | Alphabet Inc-cl A | 0% | +18.38% | Add |
| 25 | TXN | Texas Instruments Inc | 0% | NEW | New buy |
| 26 | PFE | Pfizer Inc | 0% | NEW | New buy |
| 27 | SOXX | Ishares Semiconductor ETF | 0% | +0.07% | Add |
| 28 | VB | Vanguard Small-cap ETF | 0% | +1.72% | Add |
| 29 | PDBC | Invesco Optimum Yield Divers | 0% | -12.00% | Trim |
| 30 | ITA | Ishares U.s. Aerospace & Def | 0% | +5.58% | Add |
| 31 | IRE | Defian Diy Tt 2x Lo Iren ETF | 0% | NEW | New buy |
| 32 | CRM | Salesforce Inc | 0% | NEW | New buy |
| 33 | COMB | Graniteshares Bcom Broad Str | 0% | — | Unchanged |
| 34 | XLE | Ss Energy Select Sector | 0% | -23.56% | Trim |
| 35 | XOM | Exxon Mobil CORP | 0% | NEW | New buy |
| 36 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +61.45% | Add |
| 37 | META | Meta Platforms Inc-class A | 0% | +22.55% | Add |
| 38 | IFRA | Ishares US Infrastructure | 0% | +57.12% | Add |
| 39 | EZU | Ishares Msci Eurozone ETF | 0% | +2.77% | Add |
| 40 | CAT | Caterpillar Inc | 0% | NEW | New buy |
| 41 | AMLP | Alerian Mlp ETF | 0% | NEW | New buy |
| 42 | MLPA | Global X Mlp ETF | 0% | NEW | New buy |
| 43 | APP | Applovin Corp-class A | 0% | NEW | New buy |
| 44 | ANET | Arista Networks Inc | 0% | NEW | New buy |
| 45 | CRWV | Coreweave Inc-cl A | 0% | NEW | New buy |
| 46 | VIG | Vanguard Dividend Apprec ETF | 0% | NEW | New buy |
| 47 | GEV | GE Vernova Inc | 0% | NEW | New buy |
| 48 | IAU | Ishares Gold Trust | 0% | +18.25% | Add |
| 49 | VGSH | Vanguard Short-term Treasury | 0% | NEW | New buy |
| 50 | GLW | Corning Inc | 0% | NEW | New buy |
According to official SEC Form 13F filings, Evolution Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $854.9M across 176 disclosed positions in Q1 2026.
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 AAPL, SPY, XLK) accounted for 64.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
MSTR
市值: $3.1M
Top Position Liquidated / Trimmed
IWD
前期市值: $441.3K
During Q1 2026, Evolution Wealth Advisors, LLC's top holdings by market value included AAPL (24.3%)、SPY (18.0%)、XLK (7.0%). The largest single position, AAPL, represented 24.3% of total portfolio value.
In Q1 2026, Evolution Wealth Advisors, LLC made 134 total portfolio adjustments, initiating 20 new buys, adding to 72 positions, trimming 32 holdings, and fully liquidating 10 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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