StockDriftsStockDriftsTop 50 Evolution Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 24.68% | 282.5K | $211.0M | +4.14%(+11.22K) | $463.33(+67.34%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 11.53% | 517.3K | $98.6M | +0.73%(+3.77K) | $61.75(+208.86%) | 2026-06-30 | |
| XLF | SELECT SECTOR SPDR TR | 4.24% | 676.3K | $36.3M | +1.44%(+9.59K) | $38.49(+50.99%) | 2026-06-30 | |
| PAVE | GLOBAL X FDS | 4.2% | 609.9K | $35.9M | +0.64%(+3.87K) | $19.41(+201.89%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.98% | 46.3K | $34.1M | +2.43%(+1.10K) | $363.10(+101.74%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 3.1% | 71.9K | $26.5M | +2.27%(+1.59K) | $199.08(+103.03%) | 2026-06-30 | |
| XLC | SELECT SECTOR SPDR TR | 2.69% | 214.7K | $23.0M | +0.68%(+1.45K) | $89.88(+25.66%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.64% | 94.9K | $22.6M | -4.36%(-4.32K) | $127.73(+105.53%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.64% | 32.9K | $22.6M | +11.52%(+3.40K) | $436.75(+63.18%) | 2026-06-30 | |
| XLV | SELECT SECTOR SPDR TR | 1.59% | 85.6K | $13.6M | -25.66%(-29.55K) | $119.25(+40.30%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.58% | +75.30% | +7.84% | +45.85% |
| Top 20 Holdings Unweighted | +15.82% | +55.36% | +3.89% | +21.01% |
Evolution Wealth Advisors, LLC reports $854.95M in US-listed equity holdings across 181 positions in its most recent 13F filing. Its largest disclosed positions are SPY (24.7%), XLK (11.5%) and XLF (4.2%). The top 20 holdings account for 74.07% of reported assets. Its disclosed equity book has returned +75.30% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Evolution Wealth Advisors, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Evolution Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1763121). View Evolution Wealth Advisors, LLC’s 13F filings on SEC