Evolution Wealth Advisors, LLC 13F Holdings · Q2 2026
Evolution Wealth Advisors, LLC reported 181 securities worth $854.95M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPY (24.68%), XLK (11.53%), XLF (4.24%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $211.0M | 24.68% | 282,543 | Added |
| 2 | XLK | SELECT SECTOR SPDR TR | $98.6M | 11.53% | 517,308 | Added |
| 3 | XLF | SELECT SECTOR SPDR TR | $36.3M | 4.24% | 676,267 | Added |
| 4 | PAVE | GLOBAL X FDS | $35.9M | 4.20% | 609,894 | Added |
| 5 | QQQ | INVESCO QQQ TR | $34.1M | 3.98% | 46,255 | Added |
| 6 | GLD | SPDR GOLD TR | $26.5M | 3.10% | 71,878 | Added |
| 7 | XLC | SELECT SECTOR SPDR TR | $23.0M | 2.69% | 214,679 | Added |
| 8 | AMZN | AMAZON COM INC | $22.6M | 2.64% | 94,877 | Trimmed |
| 9 | VOO | VANGUARD INDEX FDS | $22.6M | 2.64% | 32,873 | Added |
| 10 | XLV | SELECT SECTOR SPDR TR | $13.6M | 1.59% | 85,624 | Trimmed |
| 11 | EZU | ISHARES INC | $13.4M | 1.57% | 193,261 | Trimmed |
| 12 | SHLD | GLOBAL X FDS | $13.1M | 1.54% | 220,193 | Added |
| 13 | SOXX | ISHARES TR | $12.3M | 1.43% | 19,140 | Added |
| 14 | VRP | INVESCO EXCH TRADED FD TR II | $11.4M | 1.34% | 470,496 | Added |
| 15 | JFLX | J P MORGAN EXCHANGE TRADED F | $11.3M | 1.32% | 223,817 | Trimmed |
| 16 | VB | VANGUARD INDEX FDS | $10.9M | 1.27% | 35,915 | Trimmed |
| 17 | AAPL | APPLE INC | $9.5M | 1.12% | 32,952 | Trimmed |
| 18 | IEMG | ISHARES INC | $9.6M | 1.12% | 115,753 | Added |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL | $9.3M | 1.09% | 18,552 | Added |
| 20 | IWM | ISHARES TR | $8.4M | 0.98% | 28,017 | Added |
| 21 | XLY | SELECT SECTOR SPDR TR | $8.3M | 0.97% | 70,950 | Added |
| 22 | GOOG | ALPHABET INC | $7.9M | 0.93% | 22,482 | Trimmed |
| 23 | XLU | SELECT SECTOR SPDR TR | $7.6M | 0.88% | 166,523 | Added |
| 24 | PLTR | PALANTIR TECHNOLOGIES INC | $6.6M | 0.77% | 56,552 | Added |
| 25 | IBIT | ISHARES BITCOIN TRUST ETF | $6.2M | 0.72% | 185,593 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR