Evolution Wealth Advisors, LLC
CIK: 0001763121SEC EDGAR →
Portfolio Value
$750K
Holdings
166
As of
Q4 2025
New Positions
166
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 938,352 | $255K | 34.00% |
| 2 | SELECT SECTOR SPDR TR | 505,528 | $73K | 9.70% |
| 3 | SELECT SECTOR SPDR TR | 578,666 | $32K | 4.22% |
| 4 | GLOBAL X FDS | 603,680 | $29K | 3.85% |
| 5 | SPDR GOLD TR | 61,327 | $24K | 3.24% |
| 6 | SELECT SECTOR SPDR TR | 190,814 | $22K | 2.99% |
| 7 | AMAZON COM INC | 97,249 | $22K | 2.99% |
| 8 | ISHARES INC | 290,221 | $19K | 2.48% |
| 9 | SELECT SECTOR SPDR TR | 112,462 | $17K | 2.32% |
| 10 | GLOBAL X FDS | 205,907 | $13K | 1.78% |
Quarterly Changes
New Positions (166)
$255K · 938K shares
$73K · 506K shares
$32K · 579K shares
$29K · 604K shares
$24K · 61K shares
$22K · 191K shares
$22K · 97K shares
$19K · 290K shares
$17K · 112K shares
$13K · 206K shares
$11K · 227K shares
$11K · 449K shares
$11K · 136K shares
$10K · 54K shares
$9K · 36K shares
$9K · 19K shares
$7K · 24K shares
$7K · 149K shares
$7K · 155K shares
$6K · 50K shares
$6K · 24K shares
$6K · 128K shares
$6K · 85K shares
$5K · 12K shares
$5K · 100K shares
$4K · 35K shares
$4K · 13K shares
$4K · 43K shares
$4K · 128K shares
$4K · 18K shares
$4K · 138K shares
$4K · 19K shares
$4K · 19K shares
$3K · 11K shares
$3K · 53K shares
$3K · 124K shares
$2K · 46K shares
$2K · 18K shares
$2K · 21K shares
$2K · 14K shares
$2K · 34K shares
$2K · 6K shares
$2K · 153K shares
$2K · 30K shares
$2K · 5K shares
$2K · 33K shares
$2K · 17K shares
$2K · 28K shares
$2K · 22K shares
$2K · 13K shares
$2K · 8K shares
$2K · 12K shares
$1K · 20K shares
$1K · 14K shares
$1K · 23K shares
$1K · 7K shares
$1K · 17K shares
$1K · 5K shares
$1K · 10K shares
$1K · 56K shares
$1K · 2K shares
$1K · 21K shares
$1K · 30K shares
$1K · 25K shares
$1K · 25K shares
$1K · 4K shares
$1K · 8K shares
$1K · 13K shares
$1K · 8K shares
$929 · 3K shares
$893 · 36K shares
$855 · 5K shares
$772 · 5K shares
$739 · 30K shares
$720 · 9K shares
$716 · 5K shares
$712 · 30K shares
$687 · 4K shares
$664 · 10K shares
$664 · 6K shares
$644 · 17K shares
$635 · 5K shares
$625 · 2K shares
$623 · 6K shares
$620 · 14K shares
$613 · 11K shares
$608 · 7K shares
$601 · 1K shares
$587 · 2K shares
$583 · 12K shares
$581 · 7K shares
$579 · 6K shares
$533 · 6K shares
$524 · 5K shares
$502 · 1K shares
$493 · 7K shares
$469 · 2K shares
$458 · 4K shares
$449 · 8K shares
$441 · 2K shares
$435 · 14K shares
$419 · 7K shares
$418 · 6K shares
$410 · 8K shares
$408 · 382 shares
$401 · 1K shares
$395 · 4K shares
$387 · 4K shares
$380 · 1K shares
$372 · 4K shares
$370 · 17K shares
$367 · 2K shares
$359 · 3K shares
$348 · 11K shares
$342 · 3K shares
$339 · 5K shares
$339 · 6K shares
$335 · 6K shares
$330 · 2K shares
$330 · 4K shares
$327 · 6K shares
$323 · 1K shares
$323 · 301 shares
$312 · 892 shares
$309 · 1K shares
$301 · 500 shares
$299 · 1K shares
$293 · 5K shares
$277 · 7K shares
$276 · 803 shares
$275 · 2K shares
$275 · 2K shares
$268 · 2K shares
$267 · 6K shares
$265 · 465 shares
$258 · 4K shares
$254 · 5K shares
$248 · 15K shares
$247 · 287 shares
$236 · 3K shares
$232 · 5K shares
$230 · 491 shares
$229 · 5K shares
$227 · 3K shares
$217 · 807 shares
$216 · 2K shares
$216 · 579 shares
$214 · 14K shares
$213 · 3K shares
$213 · 3K shares
$209 · 1K shares
$208 · 1K shares
$207 · 9K shares
$206 · 7K shares
$180 · 264K shares
$93 · 50K shares
$37 · 12K shares
$27 · 45K shares
$17 · 28K shares
$15 · 12K shares
$7 · 16K shares
$4 · 7K shares
$3 · 6K shares
$1 · 2 shares
$1 · 1K shares
$1 · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 116 | $348K | 46.4% |
| Technology | 15 | $282K | 37.6% |
| Unknown | 15 | $70K | 9.3% |
| Consumer Cyclical | 5 | $30K | 4.0% |
| Communication Services | 4 | $16K | 2.1% |
| Industrials | 2 | $2K | 0.3% |
| Healthcare | 5 | $2K | 0.2% |
| Consumer Defensive | 3 | $1K | 0.2% |
| Energy | 1 | $208 | 0.0% |