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Evolution Wealth Advisors, LLC

Portfolio Manager
Evolution Wealth Advisors, LLC
Performance
-4.99% (2026 Q1)
AUM (13F)
$981.50M
# of Holdings
176
Performance Rank
Allocation (Top 20)
79.41%

Evolution Wealth Advisors, LLC Holdings Map

Top 50 Evolution Wealth Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
24.32%940.4K$238.7M
+0.22%(+2.06K)
2025-Q1: 51.4K shares2025-Q2: 50.2K shares2025-Q3: 49.5K shares2025-Q4: 938.4K shares2026-Q1: 940.4K shares
$257.25(+19.97%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
17.98%271.3K$176.5M
+2.59%(+6.86K)
2025-Q1: 252.3K shares2025-Q2: 257.8K shares2025-Q3: 260.8K shares2025-Q4: 264.5K shares2026-Q1: 271.3K shares
$453.98(+64.05%)
2026-03-31
XLK
SELECT SECTOR SPDR TR
6.95%513.5K$68.2M
+1.58%(+8.01K)
2025-Q1: 254.8K shares2025-Q2: 253.1K shares2025-Q3: 252.3K shares2025-Q4: 505.5K shares2026-Q1: 513.5K shares
$61.04(+195.86%)
2026-03-31
XLF
SELECT SECTOR SPDR TR
3.35%666.7K$32.9M
+15.21%(+88.01K)
2025-Q1: 607.3K shares2025-Q2: 606.5K shares2025-Q3: 573.1K shares2025-Q4: 578.7K shares2026-Q1: 666.7K shares
$38.31(+45.19%)
2026-03-31
PAVE
GLOBAL X FDS
3.14%606.0K$30.8M
+0.39%(+2.34K)
2025-Q1: 760.5K shares2025-Q2: 597.3K shares2025-Q3: 603.9K shares2025-Q4: 603.7K shares2026-Q1: 606.0K shares
$19.19(+197.86%)
2026-03-31
GLD
SPDR GOLD TR
3.08%70.3K$30.2M
+14.61%(+8.96K)
2025-Q1: 67.6K shares2025-Q2: 58.6K shares2025-Q3: 60.6K shares2025-Q4: 61.3K shares2026-Q1: 70.3K shares
$194.72(+94.19%)
2026-03-31
QQQ
INVESCO QQQ TR
2.66%45.2K$26.1M
+0.78%(+349)
2025-Q1: 39.0K shares2025-Q2: 47.1K shares2025-Q3: 44.9K shares2025-Q4: 44.8K shares2026-Q1: 45.2K shares
$356.19(+100.06%)
2026-03-31
XLC
SELECT SECTOR SPDR TR
2.41%213.2K$23.6M
+11.75%(+22.41K)
2025-Q1: 108.0K shares2025-Q2: 107.6K shares2025-Q3: 190.9K shares2025-Q4: 190.8K shares2026-Q1: 213.2K shares
$89.76(+22.10%)
2026-03-31
AMZN
AMAZON COM INC
2.1%99.2K$20.7M
+2.01%(+1.95K)
2025-Q1: 103.9K shares2025-Q2: 103.0K shares2025-Q3: 97.3K shares2025-Q4: 97.2K shares2026-Q1: 99.2K shares
$127.73(+89.98%)
2026-03-31
EZU
ISHARES INC
1.9%298.3K$18.7M
+2.77%(+8.04K)
2025-Q1: 7.9K shares2025-Q2: 278.3K shares2025-Q3: 283.7K shares2025-Q4: 290.2K shares2026-Q1: 298.3K shares
$56.75(+21.98%)
2026-03-31

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