EdgeMarket › What Evolution Wealth Advisors, Llc reported owning
What Evolution Wealth Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
981.5MPositions
176Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 238.7M | 24.3% | 940.4K | 309.35 | +36.9% |
| SPY SPDR S&P 500 ETF TRUST | 176.5M | 18.0% | 271.3K | 765.72 | +20.0% |
| XLK State Street Technology Select Sector SPDR ETF | 68.2M | 7.0% | 513.5K | 183.31 | +41.1% |
| XLF State Street Financial Select Sector SPDR ETF | 32.9M | 3.4% | 666.7K | 57.48 | +8.7% |
| PAVE Global X U.S. Infrastructure Development ETF | 30.8M | 3.1% | 606.0K | 56.39 | +22.9% |
| GLD SPDR GOLD TRUST | 30.2M | 3.1% | 70.3K | 423.36 | +37.3% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 26.1M | 2.7% | 45.2K | 713.44 | +26.1% |
| XLC State Street Communication Services Select Sec | 23.6M | 2.4% | 213.2K | 111.40 | +1.4% |
| AMZN AMAZON COM INC | 20.7M | 2.1% | 99.2K | 258.63 | +15.6% |
| EZU iShares MSCI Eurozone ETF | 18.7M | 1.9% | 298.3K | 71.49 | +17.2% |
| VOO Vanguard S&P 500 ETF | 17.6M | 1.8% | 29.5K | 703.71 | +20.0% |
| XLV State Street Health Care Select Sector SPDR ET | 16.9M | 1.7% | 115.2K | 174.62 | +27.0% |
| SHLD Global X Defense Tech ETF | 14.8M | 1.5% | 208.3K | 67.09 | +11.1% |
| JFLX JPMorgan Flexible Debt ETF | 11.3M | 1.2% | 228.4K | 49.87 | — |
| VRP Invesco Variable Rate Preferred ETF | 11.3M | 1.1% | 469.3K | 24.17 | -1.4% |
| VB Vanguard Morningstar Small-Cap ETF | 9.7M | 1.0% | 36.8K | 304.76 | +24.4% |
| PLTR Palantir Technologies Inc. | 8.2M | 0.8% | 56.0K | 179.94 | +15.3% |
| MSFT MICROSOFT CORP | 7.9M | 0.8% | 21.4K | 483.24 | -4.4% |
| unmapped CUSIP 084670702 | 7.9M | 0.8% | 16.4K | — | — |
| XLY State Street Consumer Discretionary Select Sec | 7.7M | 0.8% | 70.6K | 118.02 | +3.7% |
| XLU State Street Utilities Select Sector SPDR ETF | 7.6M | 0.8% | 165.7K | 42.77 | -0.7% |
| NLR VanEck Uranium and Nuclear ETF | 6.8M | 0.7% | 51.1K | 119.94 | +10.4% |
| GOOG Alphabet Inc. | 6.5M | 0.7% | 22.7K | 341.75 | +70.7% |
| IBIT iShares Bitcoin Trust ETF | 6.4M | 0.6% | 165.6K | 43.68 | -32.7% |
| IEMG iShares Core MSCI Emerging Markets ETF | 6.1M | 0.6% | 87.9K | 81.57 | +31.9% |
| XLE State Street Energy Select Sector SPDR ETF | 6.0M | 0.6% | 98.1K | 63.64 | +48.3% |
| IWM iShares Russell 2000 ETF | 6.0M | 0.6% | 24.0K | 299.96 | +33.1% |
| INDA iShares MSCI India ETF | 5.9M | 0.6% | 126.7K | 49.64 | -7.7% |
| JPIE JPMorgan Income ETF | 4.6M | 0.5% | 100.4K | 45.85 | -1.1% |
| VGT Vanguard Information Tech ETF | 4.5M | 0.5% | 6.4K | 118.42 | +38.5% |
| GOOGL Alphabet Inc. | 4.5M | 0.5% | 15.5K | 344.82 | +73.0% |
| TSLA Tesla, Inc. | 4.4M | 0.4% | 11.9K | 362.86 | +12.0% |
| RSP Invesco S&P 500 Equal Weight ETF | 4.2M | 0.4% | 22.1K | 221.67 | +18.8% |
| NVDA NVIDIA CORP | 4.2M | 0.4% | 24.3K | 214.72 | +22.4% |
| META Meta Platforms, Inc. | 4.1M | 0.4% | 7.2K | 549.90 | -26.5% |
| ITA iShares U.S. Aerospace & Defense ETF | 4.1M | 0.4% | 18.7K | 237.34 | +22.1% |
| XLP State Street Consumer Staples Select Sector SP | 3.9M | 0.4% | 47.0K | 85.99 | +3.3% |
| SOXX iShares PHLX SOX Semiconductor Sector Index Fu | 3.7M | 0.4% | 11.3K | 520.05 | +113.4% |
| PBDC Putnam BDC Income ETF | 3.4M | 0.4% | 125.1K | 28.07 | -16.2% |
| KBE State Street SPDR S&P Bank ETF | 3.2M | 0.3% | 53.0K | 68.74 | +18.1% |
| MSTR Strategy Inc | 3.1M | 0.3% | 25.1K | 119.25 | -65.4% |
| COMT iShares GSCI Commodity Dynamic Roll Strategy E | 3.1M | 0.3% | 91.5K | 34.97 | +33.8% |
| IREN IREN Ltd | 2.5M | 0.3% | 72.8K | 41.88 | +111.9% |
| PDBC Invesco Optimum Yield Diversified Commodity St | 2.3M | 0.2% | 134.9K | 18.65 | +43.1% |
| LQD iShares iBoxx $ Investment Grade Corporate Bon | 2.3M | 0.2% | 21.1K | 105.92 | -3.5% |
| PPA Invesco Aerospace & Defense ETF | 2.2M | 0.2% | 13.5K | 173.67 | +19.5% |
| VDE Vanguard Energy ETF | 2.2M | 0.2% | 12.5K | 179.58 | +49.2% |
| COWZ Pacer US Cash Cows 100 ETF | 2.1M | 0.2% | 34.0K | 72.02 | +26.3% |
| JPM JPMORGAN CHASE & CO | 1.9M | 0.2% | 6.4K | 351.58 | +20.3% |
| SMH VanEck Semiconductor ETF | 1.8M | 0.2% | 4.7K | 560.42 | +93.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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