Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Evolution Wealth Advisors, LLC (CIK 1763121) reported $981.5M across 175 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($238.7M, 24.32%), SPY ($176.5M, 17.98%), XLK ($68.2M, 6.95%), XLF ($32.9M, 3.35%), PAVE ($30.8M, 3.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $238.7M | 24.32% | 940,410 | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $176.5M | 17.98% | 271,320 | Added |
| 3 | XLK | SELECT SECTOR SPDR TR | $68.2M | 6.95% | 513,535 | Added |
| 4 | XLF | SELECT SECTOR SPDR TR | $32.9M | 3.35% | 666,678 | Added |
| 5 | PAVE | GLOBAL X FDS | $30.8M | 3.14% | 606,022 | Added |
| 6 | GLD | SPDR GOLD TR | $30.2M | 3.08% | 70,286 | Added |
| 7 | QQQ | INVESCO QQQ TR | $26.1M | 2.66% | 45,157 | Added |
| 8 | XLC | SELECT SECTOR SPDR TR | $23.6M | 2.41% | 213,226 | Added |
| 9 | AMZN | AMAZON COM INC | $20.7M | 2.10% | 99,199 | Added |
| 10 | EZU | ISHARES INC | $18.7M | 1.90% | 298,258 | Added |
| 11 | VOO | VANGUARD INDEX FDS | $17.6M | 1.79% | 29,476 | Added |
| 12 | XLV | SELECT SECTOR SPDR TR | $16.9M | 1.72% | 115,176 | Added |
| 13 | SHLD | GLOBAL X FDS | $14.8M | 1.50% | 208,314 | Added |
| 14 | JCPI | J P MORGAN EXCHANGE TRADED F | $11.3M | 1.16% | 228,423 | Added |
| 15 | VRP | INVESCO EXCH TRADED FD TR II | $11.3M | 1.15% | 469,296 | Added |
| 16 | VB | VANGUARD INDEX FDS | $9.7M | 0.98% | 36,847 | Added |
| 17 | PLTR | PALANTIR TECHNOLOGIES INC | $8.2M | 0.83% | 56,016 | Added |
| 18 | MSFT | MICROSOFT CORP | $7.9M | 0.81% | 21,392 | Added |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.9M | 0.80% | 16,392 | Added |
| 20 | XLY | SELECT SECTOR SPDR TR | $7.7M | 0.78% | 70,559 | Added |
| 21 | XLU | SELECT SECTOR SPDR TR | $7.6M | 0.77% | 165,653 | Added |
| 22 | NLR | VANECK ETF TRUST | $6.8M | 0.69% | 51,073 | Added |
| 23 | GOOG | ALPHABET INC | $6.5M | 0.66% | 22,731 | Trimmed |
| 24 | IBIT | ISHARES BITCOIN TRUST ETF | $6.4M | 0.65% | 165,570 | Added |
| 25 | IEMG | ISHARES INC | $6.1M | 0.62% | 87,873 | Added |
Source: SEC Form 13F filings · as of 2026-03-31