§ 13F · FUND PROFILE
Evolution Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $745M (13F)Positions · 165Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 940K | $239M | 24.3% | ±0% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 271K | $176M | 18.0% | +3% |
| 3 | XLK | SELECT SECTOR SPDR TR | 514K | $68M | 7.0% | +2% |
| 4 | XLF | SELECT SECTOR SPDR TR | 667K | $33M | 3.4% | +15% |
| 5 | PAVE | GLOBAL X FDS | 606K | $31M | 3.1% | ±0% |
| 6 | GLD | SPDR GOLD TR | 70K | $30M | 3.1% | +15% |
| 7 | QQQ | INVESCO QQQ TR | 45K | $26M | 2.7% | +1% |
| 8 | XLC | SELECT SECTOR SPDR TR | 213K | $24M | 2.4% | +12% |
| 9 | AMZN | AMAZON COM INC | 99K | $21M | 2.1% | +2% |
| 10 | EZU | ISHARES INC | 298K | $19M | 1.9% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EVOLUTION SIGNAL
AC read
Evolution Wealth Advisors, LLC is a Other fund managing $745 million in assets. The fund runs a portfolio of 165 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed