Evolution Wealth Advisors, LLC

CIK 0001763121 • 6 13F filings • May 9, 2025 – Jul 29, 2026

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Filer information

Filed by: Evolution Wealth Advisors, LLC, Chief Compliance Officer
Address: 20900 NE 30TH AVENUE, SUITE 517, AVENTURA, FL, 33180
Phone: 305-921-4740
AUM: $992.2M

AUM over time

$854.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $992.2M160 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$368K	0.0%Prev: 0.0%	1,609 SH	Decreased+13 SH
ADVANCED MICRO DEVICES INC	COM	$470K	0.0%Prev: 0.0%	2,194 SH	Increased+81 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$716K	0.1%Prev: 0.1%	4,887 SH	Decreased-207 SH
ALPHABET INC	CAP STK CL A	$4.1M	0.4%Prev: 0.4%	13,098 SH	Increased-82 SH
ALPHABET INC	CAP STK CL C	$7.4M	0.7%Prev: 0.8%	23,631 SH	Increased-1,107 SH
AMAZON COM INC	COM	$22.4M	2.3%Prev: 2.9%	97,249 SH	Increased-47 SH
APPLE INC	COM	$255.1M	25.7%Prev: 1.7%	938,352 SH	Increased+888,828 SH
ARK ETF TR	INNOVATION ETF	$1.0M	0.1%Prev: 0.2%	13,472 SH	Decreased-1,269 SH
ASML HOLDING N V	N Y REGISTRY SHS	$409K	0.0%Prev: 0.0%	382 SH	Increased+88 SH
BANK AMERICA CORP	COM	$1.1M	0.1%Prev: 0.1%	2,087 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL A	$1.5M	0.2%Prev: 0.2%	2 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.0M	0.8%Prev: 1.1%	15,901 SH	Decreased-129 SH
BLACKROCK HEALTH SCIENCES TE	COM SHS	$214K	0.0%Prev: 0.0%	14,240 SH	Increased
BROADCOM INC	COM	$587K	0.1%Prev: 0.1%	1,697 SH	Increased+167 SH
CHEVRON CORP NEW	COM	$209K	0.0%Prev: 0.0%	1,371 SH	Decreased
CITIGROUP INC	COM NEW	$360K	0.0%Prev: 0.0%	3,083 SH	Increased+13 SH
COSTCO WHSL CORP NEW	COM	$247K	0.0%Prev: 0.0%	287 SH	Decreased
CROWDSTRIKE HLDGS INC	CL A	$230K	0.0%Prev: 0.0%	491 SH	Decreased-7 SH
ELI LILLY & CO	COM	$323K	0.0%Prev: 0.0%	301 SH	Increased-11 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$258K	0.0%Prev: 0.0%	3,615 SH	Decreased-95 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$217K	0.0%Prev: 0.0%	807 SH	Decreased
FRANKLIN TEMPLETON ETF TR	SENIOR LOAN ETF	$713K	0.1%Prev: 0.1%	30,428 SH	Decreased-953 SH
GE AEROSPACE	COM NEW	$401K	0.0%Prev: 0.1%	1,302 SH	Increased
GENEDX HOLDINGS CORP	COM CL A	$342K	0.0%Prev: 0.0%	2,632 SH	Increased
GLOBAL X FDS	DEFENSE TECH ETF	$13.3M	1.3%Prev: 1.9%	205,907 SH	Decreased+2,798 SH
GLOBAL X FDS	GLOBAL X URANIUM	$229K	0.0%Prev: 0.0%	5,360 SH	Decreased
GLOBAL X FDS	LITHIUM BTRY ETF	$418K	0.0%Prev: 0.0%	6,450 SH	Increased
GLOBAL X FDS	US INFR DEV ETF	$28.8M	2.9%Prev: 3.9%	603,680 SH	Increased-177 SH
GOLDMAN SACHS GROUP INC	COM	$1.0M	0.1%Prev: 0.1%	1,143 SH	Decreased-160 SH
GRANITESHARES ETF TR	BBG COMMD K 1	$1.2M	0.1%Prev: 0.2%	56,255 SH	Decreased-865 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$1.4M	0.1%	19,881 SH	New
HOME DEPOT INC	COM	$276K	0.0%Prev: 0.0%	803 SH	Decreased
HOWMET AEROSPACE INC	COM	$1.6M	0.2%Prev: 0.2%	7,750 SH	Decreased-1,000 SH
INNOVATOR ETFS TRUST	US EQT ACLRTD 9	$278K	0.0%Prev: 0.0%	7,265 SH	Increased
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$621K	0.1%Prev: 0.1%	14,305 SH	Increased
INTEL CORP	COM	$645K	0.1%Prev: 0.1%	17,467 SH	Increased
INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$583K	0.1%Prev: 0.1%	12,300 SH	Increased+308 SH
INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$2.0M	0.2%Prev: 0.3%	153,310 SH	Decreased-12,406 SH
INVESCO EXCH TRADED FD TR II	VAR RATE PFD	$10.9M	1.1%Prev: 1.5%	448,511 SH	Decreased+2,022 SH
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$2.1M	0.2%Prev: 0.3%	13,545 SH	Increased
INVESCO EXCHANGE TRADED FD T	LARGE CAP GROWTH	$636K	0.1%Prev: 0.1%	5,000 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$3.7M	0.4%Prev: 0.5%	19,266 SH	Increased-170 SH
INVESCO EXCHANGE TRADED FD T	WILDERHIL CLAN	$206K	0.0%	6,758 SH	New
INVESCO QQQ TR	UNIT SER 1	$27.5M	2.8%Prev: 3.6%	44,808 SH	Increased-76 SH
IREN LIMITED	ORDINARY SHARES	$1.1M	0.1%Prev: 0.2%	29,835 SH	Decreased+5,040 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$7.4M	0.7%Prev: 1.5%	148,686 SH	Decreased-28,636 SH
ISHARES ETHEREUM TR	SHS	$370K	0.0%Prev: 0.1%	16,500 SH	Decreased-3,735 SH
ISHARES GOLD TR	ISHARES NEW	$721K	0.1%Prev: 0.1%	8,877 SH	Increased+2 SH
ISHARES INC	CORE MSCI EMKT	$5.7M	0.6%Prev: 0.6%	85,199 SH	Increased+17,130 SH
ISHARES INC	MSCI EQUAL WEITE	$664K	0.1%Prev: 0.1%	6,426 SH	Increased
ISHARES INC	MSCI EURZONE ETF	$18.6M	1.9%Prev: 2.4%	290,221 SH	Increased+6,498 SH
ISHARES INC	MSCI ISRAEL ETF	$458K	0.0%	4,165 SH	New
ISHARES S&P GSCI COMMODITY-	UNIT BEN INT	$208K	0.0%	9,000 SH	New
ISHARES SILVER TR	ISHARES	$293K	0.0%	4,550 SH	New
ISHARES TR	7-10 YR TRSY BD	$388K	0.0%Prev: 0.1%	4,031 SH	Decreased
ISHARES TR	CORE S&P SCP ETF	$1.0M	0.1%Prev: 0.1%	8,340 SH	Increased+21 SH
ISHARES TR	FLTG RATE NT ETF	$233K	0.0%Prev: 0.0%	4,580 SH	Decreased
ISHARES TR	FUTURE EXPONENTI	$665K	0.1%Prev: 0.1%	9,535 SH	Decreased
ISHARES TR	GLOBAL 100 ETF	$1.0M	0.1%Prev: 0.1%	8,254 SH	Increased
ISHARES TR	IBOXX INV CP ETF	$2.3M	0.2%Prev: 0.3%	20,850 SH	Increased+704 SH
ISHARES TR	ISHARES BIOTECH	$855K	0.1%Prev: 0.1%	5,067 SH	Increased-250 SH
ISHARES TR	ISHARES SEMICDTR	$3.4M	0.3%Prev: 0.4%	11,301 SH	Increased+608 SH
ISHARES TR	ISHS 5-10YR INVT	$411K	0.0%Prev: 0.1%	7,619 SH	Decreased+1 SH
ISHARES TR	JPMORGAN USD EMG	$1.6M	0.2%Prev: 0.2%	17,045 SH	Increased+1,159 SH
ISHARES TR	MRGSTR MD CP ETF	$331K	0.0%Prev: 0.0%	4,000 SH	Decreased
ISHARES TR	MSCI AC ASIA ETF	$373K	0.0%Prev: 0.8%	4,004 SH	Decreased-59,753 SH
ISHARES TR	MSCI ACWI ETF	$772K	0.1%Prev: 0.1%	5,457 SH	Increased+9 SH
ISHARES TR	MSCI EAFE ETF	$580K	0.1%Prev: 0.1%	6,036 SH	Increased+161 SH
ISHARES TR	MSCI EMG MKT ETF	$1.1M	0.1%Prev: 0.1%	20,697 SH	Increased+2 SH
ISHARES TR	MSCI INDIA ETF	$2.5M	0.2%Prev: 0.2%	45,721 SH	Increased+12,843 SH
ISHARES TR	MSCI UK ETF NEW	$1.1M	0.1%Prev: 0.1%	25,000 SH	Increased
ISHARES TR	NATIONAL MUN ETF	$525K	0.1%Prev: 0.1%	4,897 SH	Increased
ISHARES TR	PFD AND INCM SEC	$435K	0.0%Prev: 0.1%	14,064 SH	Decreased
ISHARES TR	RUS 1000 ETF	$216K	0.0%Prev: 0.0%	579 SH	Decreased-125 SH
ISHARES TR	RUS 1000 GRW ETF	$601K	0.1%Prev: 0.1%	1,270 SH	Increased
ISHARES TR	RUS 1000 VAL ETF	$441K	0.0%Prev: 0.1%	2,098 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$5.8M	0.6%Prev: 0.8%	23,694 SH	Increased+31 SH
ISHARES TR	S&P 100 ETF	$626K	0.1%Prev: 0.1%	1,824 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$1.3M	0.1%Prev: 0.2%	10,300 SH	Increased+70 SH
ISHARES TR	S&P 500 VAL ETF	$310K	0.0%Prev: 0.0%	1,460 SH	Increased
ISHARES TR	US AER DEF ETF	$3.8M	0.4%Prev: 0.5%	17,748 SH	Decreased-1,510 SH
ISHARES TR	US INFRASTRUC	$327K	0.0%	6,215 SH	New
ISHARES U S ETF TR	GSCI CMDTY STGY	$3.1M	0.3%Prev: 0.5%	123,677 SH	Decreased-17,916 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$613K	0.1%Prev: 0.1%	10,715 SH	Decreased-7,942 SH
J P MORGAN EXCHANGE TRADED F	FLEXIBLE DEBT ET	$11.4M	1.1%Prev: 1.6%	226,843 SH	Decreased-3,864 SH
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$2.0M	0.2%Prev: 0.3%	29,784 SH	Decreased-4,993 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$4.6M	0.5%Prev: 0.6%	100,326 SH	Decreased-730 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.6M	0.2%Prev: 0.2%	28,140 SH	Increased+101 SH
JPMORGAN CHASE & CO.	COM	$2.1M	0.2%Prev: 0.3%	6,365 SH	Increased-133 SH
LISTED FDS TR	ROUNDHILL MAGNIF	$340K	0.0%Prev: 0.0%	5,150 SH	Increased
MASTERCARD INCORPORATED	CL A	$265K	0.0%Prev: 0.0%	465 SH	Increased+5 SH
META PLATFORMS INC	CL A	$3.9M	0.4%Prev: 0.7%	5,848 SH	Decreased-834 SH
MICROSOFT CORP	COM	$9.1M	0.9%Prev: 1.3%	18,756 SH	Decreased+214 SH
MORGAN STANLEY	COM NEW	$209K	0.0%Prev: 0.0%	1,179 SH	Decreased-258 SH
NEUBERGER REAL ESTATE	COM	$37K	0.0%	12,238 SH	New
NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	$740K	0.1%Prev: 0.1%	30,413 SH	Increased
NVIDIA CORPORATION	COM	$3.6M	0.4%Prev: 0.6%	19,180 SH	Decreased-3,570 SH
PACER FDS TR	US CASH COWS 100	$2.1M	0.2%Prev: 0.3%	34,208 SH	Increased
PACER FDS TR	US SMALL CAP CAS	$1.1M	0.1%Prev: 0.2%	24,817 SH	Decreased-1,060 SH
PACIFIC BIOSCIENCES CALIF IN	COM	$94K	0.0%Prev: 0.0%	50,000 SH	Increased
PALANTIR TECHNOLOGIES INC	CL A	$9.7M	1.0%Prev: 1.4%	54,389 SH	Decreased-1,350 SH
PHILIP MORRIS INTL INC	COM	$331K	0.0%Prev: 0.0%	2,061 SH	Decreased-1 SH
PIMCO ETF TR	ACTIVE BD ETF	$237K	0.0%Prev: 0.0%	2,546 SH	Decreased-626 SH
PROCTER AND GAMBLE CO	COM	$275K	0.0%Prev: 0.0%	1,919 SH	Decreased
PROSHARES TR	PSHS ULT S&P 500	$1.3M	0.1%Prev: 0.2%	23,126 SH	Increased+11,594 SH
PROSHARES TR	ULTRAPRO QQQ	$339K	0.0%	6,436 SH	New
PUTNAM ETF TRUST	BDC INCOME ETF	$3.9M	0.4%Prev: 0.6%	128,400 SH	Decreased-2,500 SH
ROBINHOOD MKTS INC	COM CL A	$217K	0.0%Prev: 0.0%	1,916 SH	Decreased+95 SH
ROYAL CARIBBEAN GROUP	COM	$1.1M	0.1%Prev: 0.2%	3,939 SH	Decreased+1 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.8M	0.4%Prev: 0.5%	138,398 SH	Increased+781 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$22.5M	2.3%	190,814 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$14.7M	1.5%	170,416 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$5.7M	0.6%	128,359 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$31.7M	3.2%	578,666 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$17.4M	1.8%	112,462 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$269K	0.0%	1,733 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$268K	0.0%	5,902 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$72.8M	7.3%	505,528 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$6.6M	0.7%	154,507 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$276K	0.0%Prev: 0.0%	1,714 SH	Increased+11 SH
SPDR GOLD TR	GOLD SHS	$24.3M	2.4%Prev: 2.9%	61,327 SH	Increased+718 SH
SPDR S&P 500 ETF TR	TR UNIT	$180.3M	18.2%Prev: 23.3%	264,460 SH	Increased+3,655 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$302K	0.0%Prev: 0.0%	500 SH	Decreased-95 SH
SPDR SERIES TRUST	STATE STREET SPD	$7.1M	0.7%	85,137 SH	New
STANDARD BIOTOOLS INC	COM	$16K	0.0%Prev: 0.0%	12,210 SH	Decreased
TESLA INC	COM	$5.3M	0.5%Prev: 0.7%	11,811 SH	Decreased-396 SH
TIDAL TRUST I	FUNDSTRAT GRANNY	$894K	0.1%Prev: 0.1%	36,090 SH	Decreased-840 SH
UBER TECHNOLOGIES INC	COM	$228K	0.0%Prev: 0.0%	2,787 SH	Decreased+176 SH
UIPATH INC	CL A	$248K	0.0%	15,160 SH	New
UNITEDHEALTH GROUP INC	COM	$381K	0.0%Prev: 0.1%	1,154 SH	Decreased-10 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$255K	0.0%Prev: 0.0%	4,985 SH	Increased
VANECK ETF TRUST	SEMICONDUCTR ETF	$1.8M	0.2%Prev: 0.2%	5,004 SH	Increased-186 SH
VANECK ETF TRUST	URANIUM AND NUCL	$6.2M	0.6%	49,551 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.3M	0.1%Prev: 0.1%	16,649 SH	Increased+3,005 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.6M	0.2%Prev: 0.2%	21,780 SH	Decreased
VANGUARD INDEX FDS	GROWTH ETF	$1.2M	0.1%Prev: 0.2%	2,386 SH	Increased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$17.9M	1.8%Prev: 2.4%	28,475 SH	Increased-245 SH
VANGUARD INDEX FDS	SMALL CP ETF	$9.3M	0.9%Prev: 1.2%	36,224 SH	Increased-27 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$929K	0.1%Prev: 0.1%	2,771 SH	Increased+148 SH
VANGUARD INDEX FDS	VALUE ETF	$1.3M	0.1%Prev: 0.2%	7,010 SH	Increased
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$214K	0.0%Prev: 0.0%	2,903 SH	Increased+14 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$449K	0.0%Prev: 0.1%	8,361 SH	Increased+135 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$609K	0.1%Prev: 0.1%	7,280 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$533K	0.1%Prev: 0.1%	5,897 SH	Increased
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.7M	0.2%Prev: 0.2%	32,817 SH	Increased
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$581K	0.1%Prev: 0.1%	6,940 SH	Decreased
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$1.3M	0.1%Prev: 0.2%	13,535 SH	Increased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$420K	0.0%Prev: 0.1%	6,719 SH	Increased-36 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$494K	0.0%Prev: 0.1%	7,326 SH	Increased
VANGUARD WORLD FD	COMM SRVC ETF	$688K	0.1%Prev: 0.1%	3,551 SH	Increased
VANGUARD WORLD FD	CONSUM DIS ETF	$502K	0.1%Prev: 0.1%	1,275 SH	Decreased
VANGUARD WORLD FD	CONSUM STP ETF	$300K	0.0%Prev: 0.0%	1,418 SH	Decreased-238 SH
VANGUARD WORLD FD	ENERGY ETF	$2.3M	0.2%Prev: 0.9%	18,463 SH	Decreased-33,249 SH
VANGUARD WORLD FD	FINANCIALS ETF	$1.6M	0.2%Prev: 0.2%	11,889 SH	Increased+1 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$324K	0.0%Prev: 0.0%	1,125 SH	Increased
VANGUARD WORLD FD	INF TECH ETF	$5.0M	0.5%Prev: 0.7%	6,567 SH	Decreased-155 SH
VISA INC	COM CL A	$313K	0.0%Prev: 0.0%	892 SH	Decreased-162 SH
VS MEDIA HOLDINGS LTD.	COM CLASS A NEW	$4K	0.0%	43,000 SH	New
WALMART INC	COM	$623K	0.1%Prev: 0.1%	5,593 SH	Increased
WEDBUSH SER TR	DAN IVES WEDBUSH	$349K	0.0%Prev: 0.0%	11,030 SH	Decreased-170 SH

Sold (vs prior filing)

BLACKSTONE SECD LENDING FD — $277K
DISNEY WALT CO — $200K
ISHARES TR — $271K
ISHARES TR — $235K
NEUBERGER BERMAN REAL ESTATE — $39K
NUVEEN PFD & INCOME OPPORTUN — $83K
PULTE GROUP INC — $207K
SALESFORCE INC — $3.0M
SELECT SECTOR SPDR TR — $22.6M
SELECT SECTOR SPDR TR — $7.4M
SELECT SECTOR SPDR TR — $30.9M
SELECT SECTOR SPDR TR — $259K
SELECT SECTOR SPDR TR — $4.0M
SELECT SECTOR SPDR TR — $10.5M
SELECT SECTOR SPDR TR — $15.5M
SELECT SECTOR SPDR TR — $7.4M
SELECT SECTOR SPDR TR — $264K
SELECT SECTOR SPDR TR — $71.1M
SPDR SERIES TRUST — $1.3M
SPDR SERIES TRUST — $397K
… and 6 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 12, 2026	Q4 2025	13F-HR	0001763121-26-000001	$992.2M	View
Oct 28, 2025	Q3 2025	13F-HR	0001763121-25-000009	$744.7M	View
Jul 29, 2026	Q2 2026