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Evolution Wealth Advisors, LLC
An SEC-registered investment advisory firm dedicated to fulfilling the financial needs and objectives of clients by choosing qualified custodians and aligning interests with theirs.
Investment Strategy
Customized investment solutions with a focus on intellectual rigor and client-specific needs
Latest 13F Filing Activity
Evolution Wealth Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 169 equity positions with a total 13F market value of $683M. The fund increased holdings in SPDR S&P 500 Etf TR, Ishares Inc., Select Sector SPDR TR among other positions. Evolution Wealth Advisors, LLC reduced exposure to Ishares TR, Global X FDS, J P Morgan Exchange Traded F among others.
Top Holdings
Equity Positions (169)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 23.32% | $159.3M | 257,846 | $462.68 | $617.85 | +$18.1M |
X XLK | SELECT SECTOR SPDR TR | 9.38% | $64.1M | 253,129 | $139.20 | $253.23 | +$11.5M |
X XLF | SELECT SECTOR SPDR TR | 4.65% | $31.8M | 606,475 | $35.34 | $52.37 | +$1.5M |
P PAVE | GLOBAL X FDS | 3.81% | $26.0M | 597,348 | $19.12 | $43.58 | -$2.7M |
Q QQQ | INVESCO QQQ TR | 3.80% | $26.0M | 47,076 | $366.36 | $551.64 | +$7.7M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | FL , United States | |
 | Managing Partner and Chief Investment Officer | Miami, FL , United States |
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