Evolution Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, Evolution Wealth Advisors, LLC held in its portfolio 160 assets valued at $992,192,226 (i.e. $992.19M).
The most valuable assets in the portfolio included: APPLE INC ($255.10M), SPDR S&P 500 ETF TR ($180.34M), and SELECT SECTOR SPDR TR ($72.78M).
The chart below shows the top 10 valuable assets, and the table below shows the top 160 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Evolution Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 938352 | 255100360 | COM |
| SPDR S&P 500 ETF TR | 264460 | 180342017 | TR UNIT |
| SELECT SECTOR SPDR TR | 505528 | 72781321 | STATE STREET TEC |
| SELECT SECTOR SPDR TR | 578666 | 31693804 | STATE STREET FIN |
| GLOBAL X FDS | 603680 | 28849886 | US INFR DEV ETF |
| INVESCO QQQ TR | 44808 | 27525946 | UNIT SER 1 |
| SPDR GOLD TR | 61327 | 24304503 | GOLD SHS |
| SELECT SECTOR SPDR TR | 190814 | 22462589 | STATE STREET COM |
| AMAZON COM INC | 97249 | 22447014 | COM |
| ISHARES INC | 290221 | 18603431 | MSCI EURZONE ETF |
| VANGUARD INDEX FDS | 28475 | 17857561 | S&P 500 ETF SHS |
| SELECT SECTOR SPDR TR | 112462 | 17409391 | STATE STREET HEA |
| SELECT SECTOR SPDR TR | 170416 | 14680484 | STATE STREET CON |
| GLOBAL X FDS | 205907 | 13340715 | DEFENSE TECH ETF |
| J P MORGAN EXCHANGE TRADED F | 226843 | 11392078 | FLEXIBLE DEBT ET |
| INVESCO EXCH TRADED FD TR II | 448511 | 10912277 | VAR RATE PFD |
| PALANTIR TECHNOLOGIES INC | 54389 | 9667645 | CL A |
| VANGUARD INDEX FDS | 36224 | 9343930 | SMALL CP ETF |
| MICROSOFT CORP | 18756 | 9070817 | COM |
| BERKSHIRE HATHAWAY INC DEL | 15901 | 7992638 | CL B NEW |
| ALPHABET INC | 23631 | 7415534 | CAP STK CL C |
| ISHARES BITCOIN TRUST ETF | 148686 | 7382215 | SHS BEN INT |
| SPDR SERIES TRUST | 85137 | 7072356 | STATE STREET SPD |
| SELECT SECTOR SPDR TR | 154507 | 6595920 | STATE STREET UTI |
| VANECK ETF TRUST | 49551 | 6154234 | URANIUM AND NUCL |
| ISHARES TR | 23694 | 5832535 | RUSSELL 2000 ETF |
| SELECT SECTOR SPDR TR | 128359 | 5738915 | STATE STREET ENE |
| ISHARES INC | 85199 | 5727177 | CORE MSCI EMKT |
| TESLA INC | 11811 | 5311643 | COM |
| VANGUARD WORLD FD | 6567 | 4950299 | INF TECH ETF |
| J P MORGAN EXCHANGE TRADED F | 100326 | 4644091 | INCOME ETF |
| ALPHABET INC | 13098 | 4099775 | CAP STK CL A |
| PUTNAM ETF TRUST | 128400 | 3929040 | BDC INCOME ETF |
| META PLATFORMS INC | 5848 | 3860373 | CL A |
| ISHARES TR | 17748 | 3810318 | US AER DEF ETF |
| SCHWAB STRATEGIC TR | 138398 | 3796263 | US DIVIDEND EQ |
| INVESCO EXCHANGE TRADED FD T | 19266 | 3690595 | S&P500 EQL WGT |
| NVIDIA CORPORATION | 19180 | 3577092 | COM |
| ISHARES TR | 11301 | 3403299 | ISHARES SEMICDTR |
| ISHARES U S ETF TR | 123677 | 3078893 | GSCI CMDTY STGY |
| ISHARES TR | 45721 | 2471242 | MSCI INDIA ETF |
| VANGUARD WORLD FD | 18463 | 2324861 | ENERGY ETF |
| ISHARES TR | 20850 | 2297498 | IBOXX INV CP ETF |
| INVESCO EXCHANGE TRADED FD T | 13545 | 2121553 | AEROSPACE DEFN |
| PACER FDS TR | 34208 | 2058539 | US CASH COWS 100 |
| JPMORGAN CHASE & CO. | 6365 | 2050930 | COM |
| INVESCO ACTVELY MNGD ETC FD | 153310 | 2031358 | OPTIMUM YIELD |
| J P MORGAN EXCHANGE TRADED F | 29784 | 1978787 | HEDGED EQUITY LA |
| VANECK ETF TRUST | 5004 | 1802091 | SEMICONDUCTR ETF |
| VANGUARD MUN BD FDS | 32817 | 1650367 | TAX EXEMPT BD |
| ISHARES TR | 17045 | 1641112 | JPMORGAN USD EMG |
| J P MORGAN EXCHANGE TRADED F | 28140 | 1635871 | NASDAQ EQT PREM |
| VANGUARD BD INDEX FDS | 21780 | 1613245 | TOTAL BND MRKT |
| HOWMET AEROSPACE INC | 7750 | 1588905 | COM |
| VANGUARD WORLD FD | 11889 | 1587041 | FINANCIALS ETF |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| GRAYSCALE BITCOIN TRUST ETF | 19881 | 1359065 | SHS REP COM UT |
| VANGUARD SCOTTSDALE FDS | 13535 | 1347003 | VNG RUS2000IDX |
| PROSHARES TR | 23126 | 1339458 | PSHS ULT S&P 500 |
| VANGUARD INDEX FDS | 7010 | 1338840 | VALUE ETF |
| VANGUARD BD INDEX FDS | 16649 | 1312133 | SHORT TRM BOND |
| ISHARES TR | 10300 | 1269578 | S&P 500 GRWT ETF |
| GRANITESHARES ETF TR | 56255 | 1187543 | BBG COMMD K 1 |
| VANGUARD INDEX FDS | 2386 | 1164034 | GROWTH ETF |
| ISHARES TR | 20697 | 1132333 | MSCI EMG MKT ETF |
| IREN LIMITED | 29835 | 1126868 | ORDINARY SHARES |
| PACER FDS TR | 24817 | 1101234 | US SMALL CAP CAS |
| ISHARES TR | 25000 | 1099500 | MSCI UK ETF NEW |
| ROYAL CARIBBEAN GROUP | 3939 | 1098666 | COM |
| BANK AMERICA CORP | 2087 | 1092795 | COM |
| ISHARES TR | 8254 | 1045534 | GLOBAL 100 ETF |
| ARK ETF TR | 13472 | 1036266 | INNOVATION ETF |
| GOLDMAN SACHS GROUP INC | 1143 | 1004697 | COM |
| ISHARES TR | 8340 | 1002301 | CORE S&P SCP ETF |
| VANGUARD INDEX FDS | 2771 | 929033 | TOTAL STK MKT |
| TIDAL TRUST I | 36090 | 893588 | FUNDSTRAT GRANNY |
| ISHARES TR | 5067 | 855198 | ISHARES BIOTECH |
| ISHARES TR | 5457 | 772165 | MSCI ACWI ETF |
| NEW YORK LIFE INVTS ACTIVE E | 30413 | 739948 | NYLI MACKAY MUN |
| ISHARES GOLD TR | 8877 | 720546 | ISHARES NEW |
| ALIBABA GROUP HLDG LTD | 4887 | 716336 | SPONSORED ADS |
| FRANKLIN TEMPLETON ETF TR | 30428 | 712620 | SENIOR LOAN ETF |
| VANGUARD WORLD FD | 3551 | 687580 | COMM SRVC ETF |
| ISHARES TR | 9535 | 664971 | FUTURE EXPONENTI |
| ISHARES INC | 6426 | 664256 | MSCI EQUAL WEITE |
| INTEL CORP | 17467 | 644532 | COM |
| INVESCO EXCHANGE TRADED FD T | 5000 | 635550 | LARGE CAP GROWTH |
| ISHARES TR | 1824 | 625577 | S&P 100 ETF |
| WALMART INC | 5593 | 623116 | COM |
| INNOVATOR ETFS TRUST | 14305 | 620551 | US EQTY PWR BUF |
| J P MORGAN EXCHANGE TRADED F | 10715 | 613327 | EQUITY PREMIUM |
| VANGUARD INTL EQUITY INDEX F | 7280 | 608681 | FTSE EUROPE ETF |
| ISHARES TR | 1270 | 601091 | RUS 1000 GRW ETF |
| BROADCOM INC | 1697 | 587332 | COM |
| INVESCO ACTIVELY MANAGED EXC | 12300 | 583263 | TOTAL RETURN |
| VANGUARD SCOTTSDALE FDS | 6940 | 581225 | INT-TERM CORP |
| ISHARES TR | 6036 | 579609 | MSCI EAFE ETF |
| VANGUARD INTL EQUITY INDEX F | 5897 | 533089 | FTSE PACIFIC ETF |
| ISHARES TR | 4897 | 524518 | NATIONAL MUN ETF |
| VANGUARD WORLD FD | 1275 | 502248 | CONSUM DIS ETF |
| VANGUARD WHITEHALL FDS | 7326 | 493992 | EM MK GOV BD ETF |
| ADVANCED MICRO DEVICES INC | 2194 | 469867 | COM |
| ISHARES INC | 4165 | 458275 | MSCI ISRAEL ETF |
| VANGUARD INTL EQUITY INDEX F | 8361 | 449487 | FTSE EMR MKT ETF |
| ISHARES TR | 2098 | 441293 | RUS 1000 VAL ETF |
| ISHARES TR | 14064 | 435442 | PFD AND INCM SEC |
| VANGUARD TAX-MANAGED FDS | 6719 | 419736 | VAN FTSE DEV MKT |
| GLOBAL X FDS | 6450 | 418347 | LITHIUM BTRY ETF |
| ISHARES TR | 7619 | 410517 | ISHS 5-10YR INVT |
| ASML HOLDING N V | 382 | 408687 | N Y REGISTRY SHS |
| GE AEROSPACE | 1302 | 401055 | COM NEW |
| ISHARES TR | 4031 | 387655 | 7-10 YR TRSY BD |
| UNITEDHEALTH GROUP INC | 1154 | 380947 | COM |
| ISHARES TR | 4004 | 372914 | MSCI AC ASIA ETF |
| ISHARES ETHEREUM TR | 16500 | 370095 | SHS |
| ABBVIE INC | 1609 | 367702 | COM |
| CITIGROUP INC | 3083 | 359755 | COM NEW |
| WEDBUSH SER TR | 11030 | 348658 | DAN IVES WEDBUSH |
| GENEDX HOLDINGS CORP | 2632 | 342318 | COM CL A |
| LISTED FDS TR | 5150 | 339919 | ROUNDHILL MAGNIF |
| PROSHARES TR | 6436 | 339306 | ULTRAPRO QQQ |
| ISHARES TR | 4000 | 330920 | MRGSTR MD CP ETF |
| PHILIP MORRIS INTL INC | 2061 | 330584 | COM |
| ISHARES TR | 6215 | 327033 | US INFRASTRUC |
| VANGUARD WORLD FD | 1125 | 323831 | HEALTH CAR ETF |
| ELI LILLY & CO | 301 | 323479 | COM |
| VISA INC | 892 | 312833 | COM CL A |
| ISHARES TR | 1460 | 309622 | S&P 500 VAL ETF |
| SPDR S&P MIDCAP 400 ETF TR | 500 | 301640 | UTSER1 S&PDCRP |
| VANGUARD WORLD FD | 1418 | 299538 | CONSUM STP ETF |
| ISHARES SILVER TR | 4550 | 293111 | ISHARES |
| INNOVATOR ETFS TRUST | 7265 | 277925 | US EQT ACLRTD 9 |
| HOME DEPOT INC | 803 | 276312 | COM |
| SHOPIFY INC | 1714 | 275903 | CL A SUB VTG SHS |
| PROCTER AND GAMBLE CO | 1919 | 275012 | COM |
| SELECT SECTOR SPDR TR | 1733 | 268823 | STATE STREET IND |
| SELECT SECTOR SPDR TR | 5902 | 267656 | STATE STREET MAT |
| MASTERCARD INCORPORATED | 465 | 265459 | CL A |
| FIRST TR EXCHANGE TRADED FD | 3615 | 258292 | NASDAQ CYB ETF |
| VANECK ETF TRUST | 4985 | 254833 | HIGH YLD MUNIETF |
| UIPATH INC | 15160 | 248472 | CL A |
| COSTCO WHSL CORP NEW | 287 | 247492 | COM |
| PIMCO ETF TR | 2546 | 236991 | ACTIVE BD ETF |
| ISHARES TR | 4580 | 232939 | FLTG RATE NT ETF |
| CROWDSTRIKE HLDGS INC | 491 | 230161 | CL A |
| GLOBAL X FDS | 5360 | 229033 | GLOBAL X URANIUM |
| UBER TECHNOLOGIES INC | 2787 | 227726 | COM |
| FIRST TR EXCHANGE-TRADED FD | 807 | 217228 | DJ INTERNT IDX |
| ROBINHOOD MKTS INC | 1916 | 216700 | COM CL A |
| ISHARES TR | 579 | 216222 | RUS 1000 ETF |
| BLACKROCK HEALTH SCIENCES TE | 14240 | 214312 | COM SHS |
| VANGUARD INTL EQUITY INDEX F | 2903 | 213545 | ALLWRLD EX US |
| MORGAN STANLEY | 1179 | 209308 | COM NEW |
| CHEVRON CORP NEW | 1371 | 208954 | COM |
| ISHARES S&P GSCI COMMODITY- | 9000 | 207540 | UNIT BEN INT |
| INVESCO EXCHANGE TRADED FD T | 6758 | 206400 | WILDERHIL CLAN |
| PACIFIC BIOSCIENCES CALIF IN | 50000 | 93500 | COM |
| NEUBERGER REAL ESTATE | 12238 | 37203 | COM |
| STANDARD BIOTOOLS INC | 12210 | 15629 | COM |
| VS MEDIA HOLDINGS LTD. | 43000 | 4326 | COM CLASS A NEW |
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