Institutions / Evolution Wealth Advisors, LLC
Evolution Wealth Advisors, LLC
CIK 1763121 · Institution · as of Dec 31, 2025
Portfolio value
$992.19M
Positions
166
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 166 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $255.10M | 25.7% |
| SPDR S&P 500 ETF Tr | $180.34M | 18.2% |
| Select Sector SPDR Tr | $72.78M | 7.3% |
| Select Sector SPDR Tr | $31.69M | 3.2% |
| Global X Fds | $28.85M | 2.9% |
| Invesco Qqq Tr | $27.53M | 2.8% |
| SPDR Gold Tr | $24.30M | 2.4% |
| Select Sector SPDR Tr | $22.46M | 2.3% |
| Amazon.com Inc | $22.45M | 2.3% |
| iShares Inc | $18.60M | 1.9% |
| Vanguard Index Fds | $17.86M | 1.8% |
| Select Sector SPDR Tr | $17.41M | 1.8% |
| Global X Fds | $13.34M | 1.3% |
| J P Morgan Exchange Traded F | $11.39M | 1.1% |
| Invesco Exch Traded Fd Tr II | $10.91M | 1.1% |
| Select Sector SPDR Tr | $10.55M | 1.1% |
| Palantir Technologies Inc | $9.67M | 1.0% |
| Vanguard Index Fds | $9.34M | 0.9% |
| Microsoft Corp | $9.07M | 0.9% |
| Warren E. Buffett | $7.99M | 0.8% |
| Alphabet Inc. | $7.42M | 0.7% |
| iShares Bitcoin Trust ETF | $7.38M | 0.7% |
| Select Sector SPDR Tr | $6.60M | 0.7% |
| VanEck ETF Trust | $6.15M | 0.6% |
| iShares Tr | $5.83M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.