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: $744.7M165 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$370K	0.0%Prev: 0.0%	1,596 SH	Decreased+101 SH
ADVANCED MICRO DEVICES INC	COM	$342K	0.0%Prev: 0.2%	2,113 SH	Decreased-1,265 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$910K	0.1%Prev: 0.0%	5,094 SH	Increased+1,282 SH
ALPHABET INC	CAP STK CL A	$3.2M	0.4%Prev: 0.7%	13,180 SH	Decreased-2,593 SH
ALPHABET INC	CAP STK CL C	$6.0M	0.8%Prev: 0.9%	24,738 SH	Decreased+2,256 SH
AMAZON COM INC	COM	$21.4M	2.9%Prev: 2.6%	97,296 SH	Decreased+2,419 SH
APPLE INC	COM	$12.6M	1.7%Prev: 1.1%	49,524 SH	Increased+16,572 SH
ARK ETF TR	INNOVATION ETF	$1.3M	0.2%Prev: 0.1%	14,741 SH	Increased+1,529 SH
ASML HOLDING N V	N Y REGISTRY SHS	$285K	0.0%	294 SH	New
BANK AMERICA CORP	COM	$1.0M	0.1%	2,087 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$1.5M	0.2%Prev: 0.2%	2 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.1M	1.1%Prev: 1.1%	16,030 SH	Decreased-2,522 SH
BLACKROCK HEALTH SCIENCES TE	COM SHS	$205K	0.0%Prev: 0.0%	14,240 SH	Decreased
BLACKSTONE SECD LENDING FD	COMMON STOCK	$277K	0.0%	10,630 SH	New
BROADCOM INC	COM	$505K	0.1%Prev: 0.2%	1,530 SH	Decreased-3,243 SH
CHEVRON CORP NEW	COM	$213K	0.0%	1,371 SH	New
CITIGROUP INC	COM NEW	$312K	0.0%Prev: 0.1%	3,070 SH	Decreased-625 SH
COSTCO WHSL CORP NEW	COM	$266K	0.0%	287 SH	New
CROWDSTRIKE HLDGS INC	CL A	$244K	0.0%Prev: 0.0%	498 SH	Decreased+44 SH
DISNEY WALT CO	COM	$200K	0.0%	1,747 SH	New
ELI LILLY & CO	COM	$238K	0.0%Prev: 0.0%	312 SH	Decreased+101 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$282K	0.0%	3,710 SH	New
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$226K	0.0%Prev: 0.0%	807 SH	Increased
FRANKLIN TEMPLETON ETF TR	SENIOR LOAN ETF	$754K	0.1%Prev: 0.1%	31,381 SH	Increased+3,073 SH
GE AEROSPACE	COM NEW	$392K	0.1%	1,302 SH	New
GENEDX HOLDINGS CORP	COM CL A	$284K	0.0%	2,632 SH	New
GLOBAL X FDS	DEFENSE TECH ETF	$14.3M	1.9%Prev: 1.5%	203,109 SH	Increased-17,084 SH
GLOBAL X FDS	GLOBAL X URANIUM	$256K	0.0%Prev: 0.0%	5,360 SH	Increased-180 SH
GLOBAL X FDS	LITHIUM BTRY ETF	$367K	0.0%Prev: 0.1%	6,450 SH	Decreased
GLOBAL X FDS	US INFR DEV ETF	$28.8M	3.9%Prev: 4.2%	603,857 SH	Decreased-6,037 SH
GOLDMAN SACHS GROUP INC	COM	$1.0M	0.1%Prev: 0.1%	1,303 SH	Decreased+160 SH
GRANITESHARES ETF TR	BBG COMMD K 1	$1.2M	0.2%Prev: 0.2%	57,120 SH	Decreased+865 SH
HOME DEPOT INC	COM	$325K	0.0%	803 SH	New
HOWMET AEROSPACE INC	COM	$1.7M	0.2%Prev: 0.1%	8,750 SH	Increased+4,750 SH
INNOVATOR ETFS TRUST	US EQT ACLRTD 9	$272K	0.0%Prev: 0.0%	7,265 SH	Increased+2,100 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$601K	0.1%Prev: 0.1%	14,305 SH	Decreased
INTEL CORP	COM	$586K	0.1%Prev: 0.4%	17,467 SH	Decreased-7,322 SH
INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$570K	0.1%Prev: 0.1%	11,992 SH	Increased+1,184 SH
INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$2.2M	0.3%Prev: 0.3%	165,716 SH	Increased+30,840 SH
INVESCO EXCH TRADED FD TR II	VAR RATE PFD	$11.0M	1.5%Prev: 1.3%	446,489 SH	Decreased-24,007 SH
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$2.1M	0.3%Prev: 0.3%	13,545 SH	Decreased
INVESCO EXCHANGE TRADED FD T	LARGE CAP GROWTH	$627K	0.1%	5,000 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$3.7M	0.5%Prev: 0.6%	19,436 SH	Decreased-5,943 SH
INVESCO QQQ TR	UNIT SER 1	$26.9M	3.6%Prev: 4.0%	44,884 SH	Decreased-1,371 SH
IREN LIMITED	ORDINARY SHARES	$1.2M	0.2%Prev: 0.5%	24,795 SH	Decreased-77,219 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$11.5M	1.5%Prev: 0.7%	177,322 SH	Increased-8,271 SH
ISHARES ETHEREUM TR	SHS	$638K	0.1%Prev: 0.0%	20,235 SH	Increased+1,660 SH
ISHARES GOLD TR	ISHARES NEW	$646K	0.1%Prev: 0.1%	8,875 SH	Decreased-2,312 SH
ISHARES INC	CORE MSCI EMKT	$4.5M	0.6%Prev: 1.1%	68,069 SH	Decreased-47,684 SH
ISHARES INC	MSCI EQUAL WEITE	$662K	0.1%Prev: 0.1%	6,426 SH	Decreased
ISHARES INC	MSCI EURZONE ETF	$17.6M	2.4%Prev: 1.6%	283,723 SH	Increased+90,462 SH
ISHARES TR	1 3 YR TREAS BD	$271K	0.0%	3,270 SH	New
ISHARES TR	7-10 YR TRSY BD	$389K	0.1%Prev: 0.1%	4,031 SH	Decreased-6,351 SH
ISHARES TR	CORE S&P SCP ETF	$989K	0.1%Prev: 0.1%	8,319 SH	Decreased+817 SH
ISHARES TR	FLTG RATE NT ETF	$234K	0.0%Prev: 0.0%	4,580 SH	Increased
ISHARES TR	FUTURE EXPONENTI	$686K	0.1%	9,535 SH	New
ISHARES TR	GLOBAL 100 ETF	$991K	0.1%Prev: 0.1%	8,254 SH	Decreased
ISHARES TR	IBOXX INV CP ETF	$2.2M	0.3%Prev: 0.3%	20,146 SH	Increased+500 SH
ISHARES TR	ISHARES BIOTECH	$768K	0.1%Prev: 0.1%	5,317 SH	Decreased-60 SH
ISHARES TR	ISHARES SEMICDTR	$2.9M	0.4%Prev: 1.4%	10,693 SH	Decreased-8,447 SH
ISHARES TR	ISHS 5-10YR INVT	$412K	0.1%Prev: 0.0%	7,618 SH	Increased+142 SH
ISHARES TR	JPMORGAN USD EMG	$1.5M	0.2%Prev: 0.2%	15,886 SH	Decreased+78 SH
ISHARES TR	MRGSTR MD CP ETF	$332K	0.0%	4,000 SH	New
ISHARES TR	MSCI AC ASIA ETF	$5.8M	0.8%Prev: 0.1%	63,757 SH	Increased+58,919 SH
ISHARES TR	MSCI ACWI ETF	$753K	0.1%Prev: 0.1%	5,448 SH	Decreased-16 SH
ISHARES TR	MSCI CHINA ETF	$235K	0.0%	3,565 SH	New
ISHARES TR	MSCI EAFE ETF	$549K	0.1%Prev: 0.1%	5,875 SH	Decreased-3,391 SH
ISHARES TR	MSCI EMG MKT ETF	$1.1M	0.1%Prev: 0.2%	20,695 SH	Decreased-2 SH
ISHARES TR	MSCI INDIA ETF	$1.7M	0.2%Prev: 0.2%	32,878 SH	Increased-324 SH
ISHARES TR	MSCI UK ETF NEW	$1.0M	0.1%Prev: 0.1%	25,000 SH	Decreased
ISHARES TR	NATIONAL MUN ETF	$521K	0.1%Prev: 0.0%	4,897 SH	Increased+2,193 SH
ISHARES TR	PFD AND INCM SEC	$445K	0.1%Prev: 0.0%	14,064 SH	Increased+2,090 SH
ISHARES TR	RUS 1000 ETF	$257K	0.0%	704 SH	New
ISHARES TR	RUS 1000 GRW ETF	$595K	0.1%Prev: 0.1%	1,270 SH	Decreased-8,787 SH
ISHARES TR	RUS 1000 VAL ETF	$427K	0.1%	2,098 SH	New
ISHARES TR	RUSSELL 2000 ETF	$5.7M	0.8%Prev: 1.0%	23,663 SH	Decreased-4,354 SH
ISHARES TR	S&P 100 ETF	$607K	0.1%Prev: 0.1%	1,824 SH	Decreased
ISHARES TR	S&P 500 GRWT ETF	$1.2M	0.2%Prev: 0.2%	10,230 SH	Decreased+769 SH
ISHARES TR	S&P 500 VAL ETF	$302K	0.0%Prev: 0.0%	1,460 SH	Decreased+46 SH
ISHARES TR	US AER DEF ETF	$4.0M	0.5%Prev: 0.5%	19,258 SH	Decreased+381 SH
ISHARES U S ETF TR	GSCI CMDTY STGY	$3.8M	0.5%Prev: 0.3%	141,593 SH	Increased+49,392 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.1M	0.1%Prev: 0.1%	18,657 SH	Increased+9,124 SH
J P MORGAN EXCHANGE TRADED F	FLEXIBLE DEBT ET	$11.6M	1.6%	230,707 SH	New
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$2.3M	0.3%	34,777 SH	New
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$4.7M	0.6%Prev: 0.5%	101,056 SH	Increased+4,454 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.6M	0.2%Prev: 0.2%	28,039 SH	Decreased+369 SH
JPMORGAN CHASE & CO.	COM	$2.0M	0.3%	6,498 SH	New
LISTED FDS TR	ROUNDHILL MAGNIF	$334K	0.0%	5,150 SH	New
MASTERCARD INCORPORATED	CL A	$262K	0.0%Prev: 0.0%	460 SH	Increased+20 SH
META PLATFORMS INC	CL A	$4.9M	0.7%Prev: 0.5%	6,682 SH	Increased-449 SH
MICROSOFT CORP	COM	$9.6M	1.3%Prev: 0.7%	18,542 SH	Increased+2,530 SH
MORGAN STANLEY	COM NEW	$228K	0.0%Prev: 0.0%	1,437 SH	Decreased+271 SH
NEUBERGER BERMAN REAL ESTATE	COM	$39K	0.0%	12,119 SH	New
NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	$739K	0.1%	30,413 SH	New
NUVEEN PFD & INCOME OPPORTUN	COM	$83K	0.0%	10,162 SH	New
NVIDIA CORPORATION	COM	$4.2M	0.6%Prev: 0.5%	22,750 SH	Decreased+525 SH
PACER FDS TR	US CASH COWS 100	$2.0M	0.3%Prev: 0.2%	34,208 SH	Decreased+1,375 SH
PACER FDS TR	US SMALL CAP CAS	$1.1M	0.2%	25,877 SH	New
PACIFIC BIOSCIENCES CALIF IN	COM	$64K	0.0%Prev: 0.0%	50,000 SH	Decreased
PALANTIR TECHNOLOGIES INC	CL A	$10.2M	1.4%Prev: 0.8%	55,739 SH	Increased-813 SH
PHILIP MORRIS INTL INC	COM	$334K	0.0%Prev: 0.0%	2,062 SH	Decreased+25 SH
PIMCO ETF TR	ACTIVE BD ETF	$296K	0.0%	3,172 SH	New
PROCTER AND GAMBLE CO	COM	$295K	0.0%	1,919 SH	New
PROSHARES TR	PSHS ULT S&P 500	$1.3M	0.2%Prev: 0.2%	11,532 SH	Decreased-11,532 SH
PULTE GROUP INC	COM	$207K	0.0%Prev: 0.0%	1,563 SH	Decreased
PUTNAM ETF TRUST	BDC INCOME ETF	$4.2M	0.6%Prev: 0.4%	130,900 SH	Increased+7,200 SH
ROBINHOOD MKTS INC	COM CL A	$261K	0.0%	1,821 SH	New
ROYAL CARIBBEAN GROUP	COM	$1.3M	0.2%	3,938 SH	New
SALESFORCE INC	COM	$3.0M	0.4%Prev: 0.0%	12,601 SH	Increased+10,873 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.8M	0.5%Prev: 0.1%	137,617 SH	Increased+101,224 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$22.6M	3.0%	190,883 SH	New
SELECT SECTOR SPDR TR	ENERGY	$7.4M	1.0%	83,218 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$30.9M	4.1%	573,051 SH	New
SELECT SECTOR SPDR TR	INDL	$259K	0.0%	1,682 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$4.0M	0.5%	16,867 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$10.5M	1.4%	134,180 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$15.5M	2.1%	111,156 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$7.4M	1.0%	84,626 SH	New
SELECT SECTOR SPDR TR	SBI MATERIALS	$264K	0.0%	2,951 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$71.1M	9.5%	252,330 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$253K	0.0%Prev: 0.0%	1,703 SH	Decreased-1,452 SH
SPDR GOLD TR	GOLD SHS	$21.5M	2.9%Prev: 3.1%	60,609 SH	Decreased-11,269 SH
SPDR S&P 500 ETF TR	TR UNIT	$173.7M	23.3%	260,805 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$355K	0.0%	595 SH	New
SPDR SERIES TRUST	AEROSPACE DEF	$1.3M	0.2%	5,465 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$397K	0.1%	4,325 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$326K	0.0%	5,900 SH	New
SPDR SERIES TRUST	S&P BIOTECH	$1.3M	0.2%	13,338 SH	New
SPDR SERIES TRUST	S&P BK ETF	$3.2M	0.4%	53,022 SH	New
SPDR SERIES TRUST	S&P REGL BKG	$209K	0.0%	3,300 SH	New
STANDARD BIOTOOLS INC	COM	$16K	0.0%Prev: 0.0%	12,210 SH	Increased
STARBUCKS CORP	COM	$246K	0.0%	2,907 SH	New
TESLA INC	COM	$5.4M	0.7%Prev: 0.5%	12,207 SH	Increased+2,634 SH
TIDAL TRUST I	FUNDSTRAT GRANNY	$923K	0.1%	36,930 SH	New
UBER TECHNOLOGIES INC	COM	$256K	0.0%Prev: 0.1%	2,611 SH	Decreased-5,373 SH
UNITEDHEALTH GROUP INC	COM	$402K	0.1%Prev: 0.1%	1,164 SH	Decreased-1,420 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$254K	0.0%	4,985 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$1.7M	0.2%Prev: 0.3%	5,190 SH	Decreased+642 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.1M	0.1%Prev: 0.2%	13,644 SH	Decreased-13,496 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.6M	0.2%Prev: 0.2%	21,780 SH	Increased
VANGUARD INDEX FDS	GROWTH ETF	$1.1M	0.2%Prev: 0.1%	2,386 SH	Decreased-11,930 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$269K	0.0%	2,940 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$17.6M	2.4%Prev: 2.6%	28,720 SH	Decreased-4,153 SH
VANGUARD INDEX FDS	SMALL CP ETF	$9.2M	1.2%Prev: 1.3%	36,251 SH	Decreased+336 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$861K	0.1%Prev: 0.1%	2,623 SH	Decreased-148 SH
VANGUARD INDEX FDS	VALUE ETF	$1.3M	0.2%Prev: 0.2%	7,010 SH	Decreased-970 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$206K	0.0%Prev: 0.0%	2,889 SH	Decreased-463 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$446K	0.1%Prev: 0.1%	8,226 SH	Decreased-1,093 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$581K	0.1%Prev: 0.1%	7,280 SH	Decreased-33 SH
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$518K	0.1%Prev: 0.1%	5,897 SH	Decreased
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.6M	0.2%Prev: 0.2%	32,817 SH	Increased+1,086 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$584K	0.1%Prev: 0.1%	6,940 SH	Increased
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$1.3M	0.2%Prev: 0.2%	13,535 SH	Decreased+791 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$405K	0.1%Prev: 0.0%	6,755 SH	Increased+3,324 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$490K	0.1%Prev: 0.1%	7,326 SH	Decreased
VANGUARD WORLD FD	COMM SRVC ETF	$667K	0.1%Prev: 0.1%	3,551 SH	Increased
VANGUARD WORLD FD	CONSUM DIS ETF	$505K	0.1%Prev: 0.1%	1,275 SH	Decreased-100 SH
VANGUARD WORLD FD	CONSUM STP ETF	$354K	0.0%Prev: 0.0%	1,656 SH	Increased+388 SH
VANGUARD WORLD FD	ENERGY ETF	$6.5M	0.9%Prev: 0.2%	51,712 SH	Increased+39,227 SH
VANGUARD WORLD FD	FINANCIALS ETF	$1.6M	0.2%Prev: 0.2%	11,888 SH	Decreased-2 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$292K	0.0%Prev: 0.0%	1,125 SH	Decreased
VANGUARD WORLD FD	INF TECH ETF	$5.0M	0.7%Prev: 0.7%	6,722 SH	Decreased-44,545 SH
VISA INC	COM CL A	$360K	0.0%Prev: 0.0%	1,054 SH	Increased+234 SH
WALMART INC	COM	$576K	0.1%Prev: 0.1%	5,593 SH	Decreased-300 SH
WEDBUSH SER TR	DAN IVES WEDBUSH	$360K	0.0%	11,200 SH	New

Sold (vs prior filing)

ALPS ETF TR — $210K
APPLIED MATLS INC — $897K
APPLOVIN CORP — $290K
ASML HLDG NV — $750K
BANK OF AMER CORP — $1.1M
CHEVRON CORPORATION — $239K
COCA COLA CO — $225K
COREWEAVE INC — $396K
CORNING INC — $288K
DELL TECHNOLOGIES INC — $338K
FIDELITY COVINGTON TRUST — $201K
FIDELITY WISE ORIGIN BITCOIN — $222K
FIRST TR EXCHANGE-TRADED FD — $268K
FRANKLIN TEMPLETON ETF TR — $891K
GE VERNOVA INC — $258K
GLOBAL X FDS — $210K
GRAYSCALE BITCOIN TRUST ETF — $512K
INVESCO EXCHANGE TRADED FD T — $210K
INVESCO EXCHANGE TRADED FD T — $263K
ISHARES INC — $523K
… and 48 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