Evolution Wealth Advisors, LLC
Evolution Wealth Advisors, LLC reported 181 positions worth $854.9M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: SPY (24.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $211.0M | 24.68% | 282,543 | — | — | |
| ▸ 2 | XLK | SH | $98.6M | 11.53% | 517,308 | — | — | |
| ▸ 3 | XLF | SH | $36.3M | 4.24% | 676,267 | — | — | |
| ▸ 4 | PAVE | SH | $35.9M | 4.20% | 609,894 | — | — | |
| ▸ 5 | QQQ | SH | $34.1M | 3.98% | 46,255 | — | — | |
| ▸ 6 | GLD | SH | $26.5M | 3.10% | 71,878 | — | — | |
| ▸ 7 | XLC | SH | $23.0M | 2.69% | 214,679 | — | — | |
| ▸ 8 | AMZN | SH | $22.6M | 2.64% | 94,877 | — | — | |
| ▸ 9 | VOO | SH | $22.6M | 2.64% | 32,873 | — | — | |
| ▸ 10 | XLV | SH | $13.6M | 1.59% | 85,624 | — | — |
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Frequently Asked Questions
What stocks does Evolution Wealth Advisors, LLC hold as of Q2 2026?
Evolution Wealth Advisors, LLC reported 181 positions worth $854.9M in its Q2 2026 13F filing. Largest positions: SPY (24.7%), XLK (11.5%), XLF (4.2%), PAVE (4.2%) and QQQ (4.0%).
What did Evolution Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Evolution Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.