Investor
Evolution Wealth Advisors, LLC
CIK 0001763121 · filed 2026-05-08 · SEC filing
13F book
$981.5M
Positions
176
20 new · 10 sold
Largest name
24.3%
Apple Inc. · AAPL
Est. mark
−$42M
Price effect on 156 names still held. Flow $31.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 940.4K | $238.7M | 24.3% | −$17M | Added−$16.4M |
| Spdr S&P 500 Etf Tr | — | 271.3K | $176.5M | 18.0% | −$8.35M | Added−$3.89M |
| Select Sector Spdr Tr | — | 513.5K | $68.2M | 7.0% | −$5.6M | Added−$4.53M |
| Select Sector Spdr Tr | — | 666.7K | $32.9M | 3.4% | −$3.13M | Added$1.22M |
| Global X Fds | — | 606K | $30.8M | 3.1% | $1.82M | Added$1.94M |
| Spdr Gold Tr | — | 70.3K | $30.2M | 3.1% | $2.08M | Added$5.94M |
| Invesco Qqq Tr | — | 45.2K | $26.1M | 2.7% | −$1.66M | Added−$1.46M |
| Select Sector Spdr Tr | — | 213.2K | $23.6M | 2.4% | −$1.31M | Added$1.18M |
| Amazon Com Inc | AMZN | 99.2K | $20.7M | 2.1% | −$2.19M | Added−$1.79M |
| Ishares Inc | — | 298.3K | $18.7M | 1.9% | −$424K | Added$79.4K |
| Vanguard Index Fds | — | 29.5K | $17.6M | 1.8% | −$842.4K | Added−$244.3K |
| Select Sector Spdr Tr | — | 115.2K | $16.9M | 1.7% | −$921.3K | Added−$523.4K |
| Global X Fds | — | 208.3K | $14.8M | 1.5% | $1.25M | Added$1.42M |
| J P Morgan Exchange Traded F | — | 228.4K | $11.3M | 1.2% | −$124.6K | Added−$46.1K |
| Invesco Exch Traded Fd Tr Ii | — | 469.3K | $11.3M | 1.1% | −$157K | Added$341.4K |
| Vanguard Index Fds | — | 36.8K | $9.65M | 1.0% | $143.8K | Added$307K |
| Palantir Technologies Inc. | PLTR | 56K | $8.19M | 0.8% | −$1.71M | Added−$1.47M |
| Microsoft Corp | MSFT | 21.4K | $7.92M | 0.8% | −$2.13M | Added−$1.15M |
| Berkshire Hathaway Inc Del | — | 16.4K | $7.86M | 0.8% | −$372.9K | Added−$137.6K |
| Select Sector Spdr Tr | — | 70.6K | $7.69M | 0.8% | −$360.6K | Added$3.56M |
| Select Sector Spdr Tr | — | 165.7K | $7.6M | 0.8% | $494.4K | Added$1.01M |
| Vaneck Etf Trust | — | 51.1K | $6.8M | 0.7% | $445.5K | Added$648.2K |
| Alphabet Inc | — | 22.7K | $6.52M | 0.7% | −$612.5K | Cut−$895K |
| Ishares Bitcoin Trust Etf | IBIT | 165.6K | $6.36M | 0.6% | −$1.67M | Added−$1.02M |
| Ishares Inc | — | 87.9K | $6.13M | 0.6% | $215.5K | Added$402K |
| Select Sector Spdr Tr | — | 98.1K | $6.01M | 0.6% | $1.62M | Cut$271.7K |
| Ishares Tr | — | 24K | $5.96M | 0.6% | $43.5K | Added$130.5K |
| Ishares Tr | — | 126.7K | $5.93M | 0.6% | −$329.7K | Added$3.46M |
| J P Morgan Exchange Traded F | — | 100.4K | $4.63M | 0.5% | −$22.1K | Added−$19.1K |
| Vanguard World Fd | — | 6.41K | $4.47M | 0.5% | −$359.2K | Cut−$479.1K |
| Alphabet Inc | — | 15.5K | $4.46M | 0.5% | −$333.3K | Added$358.9K |
| Tesla, Inc. | TSLA | 11.9K | $4.41M | 0.4% | −$920.9K | Added−$899.3K |
| Invesco Exchange Traded Fd T | — | 22.1K | $4.24M | 0.4% | $6.94K | Added$552K |
| Nvidia Corp | NVDA | 24.3K | $4.24M | 0.4% | −$232.1K | Added$658.4K |
| Meta Platforms, Inc. | META | 7.17K | $4.1M | 0.4% | −$514.4K | Added$240.3K |
| Ishares Tr | — | 18.7K | $4.1M | 0.4% | $72.1K | Added$288.6K |
| Select Sector Spdr Tr | — | 47K | $3.85M | 0.4% | $202K | Cut−$6.7M |
| Ishares Tr | — | 11.3K | $3.72M | 0.4% | $311K | Added$313.7K |
| Putnam Etf Trust | — | 125.1K | $3.45M | 0.4% | −$377.7K | Cut−$479.6K |
| Spdr Series Trust | — | 53K | $3.16M | 0.3% | −$60.4K | Held |
| Strategy Inc | — | 25.1K | $3.14M | 0.3% | — | New |
| Ishares U S Etf Tr | — | 91.5K | $3.09M | 0.3% | $815.5K | Cut$13.6K |
| Iren Limited | — | 72.8K | $2.5M | 0.3% | −$104.1K | Added$1.37M |
| Invesco Actvely Mngd Etc Fd | — | 134.9K | $2.34M | 0.2% | $549.1K | Cut$305.4K |
| Ishares Tr | — | 21.1K | $2.3M | 0.2% | −$25.1K | Added$5.22K |
| Invesco Exchange Traded Fd T | — | 13.5K | $2.24M | 0.2% | $122.9K | Held |
| Vanguard World Fd | — | 12.5K | $2.16M | 0.2% | $588.3K | Cut−$164.5K |
| Pacer Fds Tr | — | 34K | $2.13M | 0.2% | $81K | Cut$67.1K |
| Jpmorgan Chase & Co. | — | 6.37K | $1.87M | 0.2% | −$178.6K | Held |
| Vaneck Etf Trust | — | 4.74K | $1.82M | 0.2% | $110.4K | Cut$16.8K |
| Vanguard Bd Index Fds | — | 23K | $1.8M | 0.2% | −$6.67K | Added$492K |
| Vanguard Bd Index Fds | — | 24.5K | $1.8M | 0.2% | −$9.37K | Added$190.8K |
| J P Morgan Exchange Traded F | — | 27.3K | $1.74M | 0.2% | −$69K | Cut−$234.9K |
| Spdr Series Trust | — | 13.2K | $1.68M | 0.2% | $76.4K | Held |
| J P Morgan Exchange Traded F | — | 29.7K | $1.65M | 0.2% | −$73.6K | Added$10.8K |
| Schwab Strategic Tr | — | 51.8K | $1.59M | 0.2% | $168.3K | Cut−$2.21M |
| Ishares Tr | — | 16.8K | $1.58M | 0.2% | −$39.5K | Cut−$64.2K |
| Vanguard Mun Bd Fds | — | 30.3K | $1.51M | 0.2% | −$12.1K | Cut−$140K |
| Vanguard Index Fds | — | 7.7K | $1.51M | 0.2% | $36.5K | Added$171.3K |
| Graniteshares Etf Tr | — | 56.3K | $1.48M | 0.2% | $290K | Held |
| Vanguard World Fd | — | 11.9K | $1.44M | 0.1% | −$150.7K | Held |
| Berkshire Hathaway Inc Del | — | 2 | $1.44M | 0.1% | −$73.3K | Held |
| Spdr Series Trust | — | 5.34K | $1.36M | 0.1% | $68K | Cut$54.8K |
| Vanguard Scottsdale Fds | — | 12.8K | $1.28M | 0.1% | $8.32K | Cut−$64.4K |
| Proshares Tr | — | 23.1K | $1.2M | 0.1% | −$139.7K | Added−$139.3K |
| Ishares Tr | — | 20.7K | $1.18M | 0.1% | $43.1K | Held |
| Broadcom Inc. | AVGO | 3.8K | $1.17M | 0.1% | −$62.1K | Added$587.6K |
| Intel Corp | INTC | 26K | $1.15M | 0.1% | $126.3K | Added$501.5K |
| Ishares Tr | — | 25K | $1.14M | 0.1% | $39.5K | Held |
| Vanguard Growth Etf | — | 2.56K | $1.12M | 0.1% | −$121.8K | Added−$46.6K |
| Pacer Fds Tr | — | 24.8K | $1.11M | 0.1% | $12.3K | Held |
| Royal Caribbean Group | — | 3.94K | $1.08M | 0.1% | −$14.7K | Held |
| Grayscale Bitcoin Trust Etf | GBTC | 19.9K | $1.05M | 0.1% | −$310.1K | Held |
| Ishares Tr | — | 9.26K | $1.05M | 0.1% | −$94K | Cut−$222.7K |
| Ishares Tr | — | 8.25K | $998.5K | 0.1% | −$47K | Held |
| Bank America Corp | — | 2.09K | $968.6K | 0.1% | −$124.2K | Held |
| Direxion Shs Etf Tr | — | 5.23K | $967K | 0.1% | — | New |
| Goldman Sachs Group Inc | — | 1.14K | $967K | 0.1% | −$37.7K | Held |
| Ishares Tr | — | 7.69K | $956.4K | 0.1% | $31.8K | Cut−$45.9K |
| Ishares Gold Tr | — | 10.5K | $925.4K | 0.1% | $62.1K | Added$204.9K |
| Howmet Aerospace Inc. | HWM | 4K | $921.8K | 0.1% | $101.8K | Cut−$667.1K |
| Ark Etf Tr | — | 13.5K | $910.6K | 0.1% | −$125.7K | Held |
| Vanguard Index Fds | — | 2.77K | $889K | 0.1% | −$40.1K | Held |
| Alcoa Corp | AA | 3.75K | $864.2K | 0.1% | — | New |
| Ishares Tr | — | 5.07K | $855.6K | 0.1% | $405 | Held |
| Proshares Tr | — | 19.6K | $817.1K | 0.1% | −$71.1K | Added$477.8K |
| Tidal Trust I | — | 34K | $812.8K | 0.1% | −$30.3K | Cut−$80.8K |
| Ishares Tr | — | 7.99K | $775.7K | 0.1% | $6.65K | Added$196K |
| Ishares Tr | — | 5.46K | $755.1K | 0.1% | −$17K | Held |
| New York Life Invts Active E | — | 30.4K | $733.1K | 0.1% | −$6.84K | Held |
| Franklin Templeton Etf Tr | — | 30.4K | $700.2K | 0.1% | −$12.8K | Added−$12.4K |
| Walmart Inc. | WMT | 5.59K | $695.1K | 0.1% | $72K | Held |
| Ishares Tr | — | 12.3K | $654.7K | 0.1% | −$5.04K | Added$244.1K |
| Ishares Inc | — | 6.43K | $654K | 0.1% | −$10.3K | Held |
| Ishares Tr | — | 9.54K | $649.8K | 0.1% | −$15.2K | Held |
| Vanguard World Fd | — | 3.55K | $638.6K | 0.1% | −$49K | Held |
| Invesco Exchange Traded Fd T | — | 5K | $629.6K | 0.1% | −$5.9K | Held |
| Invesco Actively Managed Exc | — | 13.4K | $626.4K | 0.1% | −$7.25K | Added$43.2K |
| Innovator Etfs Trust | — | 14.3K | $608K | 0.1% | −$12.6K | Held |
| Advanced Micro Devices Inc | AMD | 2.98K | $606.8K | 0.1% | −$23.5K | Added$137K |
| Alibaba Group Hldg Ltd | — | 4.81K | $603.7K | 0.1% | −$101.6K | Cut−$112.6K |
| Vanguard Intl Equity Index F | — | 7.31K | $602.8K | 0.1% | −$8.59K | Added−$5.87K |
| Ishares Tr | — | 1.82K | $580.2K | 0.1% | −$45.4K | Held |
| Micron Technology Inc | MU | 1.72K | $579.7K | 0.1% | — | New |
| Vanguard Intl Equity Index F | — | 5.9K | $576.3K | 0.1% | $43.2K | Held |
| Vanguard Scottsdale Fds | — | 6.94K | $574.3K | 0.1% | −$6.94K | Held |
| Ishares Tr | — | 9.77K | $558.6K | 0.1% | $28.5K | Added$231.5K |
| Ishares Tr | — | 5.16K | $548.2K | 0.1% | −$4.7K | Added$23.6K |
| Asml Holding N V | — | 382 | $504.6K | 0.1% | $95.9K | Held |
| Ishares Inc | — | 4.33K | $502.5K | 0.1% | $25K | Added$44.2K |
| Vanguard Intl Equity Index F | — | 9.26K | $500.3K | 0.1% | $2.43K | Added$50.9K |
| J P Morgan Exchange Traded F | — | 8.71K | $494K | 0.1% | −$4.88K | Cut−$119.4K |
| Vanguard World Fd | — | 1.38K | $493.7K | 0.1% | −$44.5K | Added−$8.58K |
| Vanguard Whitehall Fds | — | 7.33K | $481.2K | 0.0% | −$12.7K | Held |
| Global X Fds | — | 6.45K | $479.6K | 0.0% | $61.2K | Held |
| Ishares Tr | — | 14.1K | $426.4K | 0.0% | −$9.02K | Held |
| Citigroup Inc | — | 3.73K | $423.5K | 0.0% | −$10.1K | Added$63.7K |
| Ishares Tr | — | 4.34K | $417.7K | 0.0% | $12.6K | Added$44.8K |
| Ishares Tr | — | 4.03K | $384.8K | 0.0% | −$2.98K | Added−$2.88K |
| Applied Matls Inc | — | 1.09K | $374.3K | 0.0% | — | New |
| Ge Aerospace | — | 1.31K | $371.2K | 0.0% | −$31.6K | Added−$29.9K |
| Select Sector Spdr Tr | — | 2.23K | $360K | 0.0% | $11.5K | Added$91.2K |
| Spdr Series Trust | — | 3.93K | $360K | 0.0% | $1.02K | Cut−$35.8K |
| Ishares Silver Tr | — | 5.27K | $359.1K | 0.0% | $16.9K | Added$66K |
| Philip Morris Intl Inc | — | 2.16K | $356.6K | 0.0% | $10.2K | Added$26.1K |
| Texas Instrs Inc | — | 1.79K | $347.5K | 0.0% | — | New |
| Listed Fds Tr | — | 5.94K | $344K | 0.0% | −$41.5K | Added$4.07K |
| Pfizer Inc | PFE | 12.2K | $342.9K | 0.0% | — | New |
| Ishares Tr | — | 784 | $334.3K | 0.0% | −$36.8K | Cut−$266.8K |
| Spdr Series Trust | — | 5.9K | $333.8K | 0.0% | −$1.36K | Held |
| Ishares Tr | — | 4K | $333.7K | 0.0% | $2.8K | Held |
| Tidal Trust Ii | — | 24.9K | $325.3K | 0.0% | — | New |
| AbbVie Inc. | ABBV | 1.49K | $323.1K | 0.0% | −$16.5K | Cut−$44.6K |
| Spdr S&P Midcap 400 Etf Tr | — | 500 | $308.4K | 0.0% | $6.74K | Held |
| Ishares Tr | — | 1.46K | $308.3K | 0.0% | −$1.34K | Held |
| Salesforce, Inc. | CRM | 1.65K | $307.1K | 0.0% | — | New |
| Vanguard World Fd | — | 1.13K | $306.4K | 0.0% | −$17.5K | Held |
| Select Sector Spdr Tr | — | 6.11K | $305.5K | 0.0% | $27.3K | Added$37.9K |
| Chevron Corp New | CVX | 1.45K | $300K | 0.0% | $74.7K | Added$91.1K |
| Shopify Inc. | SHOP | 2.52K | $299K | 0.0% | −$72.6K | Added$23.1K |
| Ishares S&P Gsci Commodity- | — | 9K | $290.3K | 0.0% | $82.7K | Held |
| Costco Whsl Corp New | — | 287 | $286K | 0.0% | $38.5K | Held |
| Vanguard World Fd | — | 1.27K | $284.8K | 0.0% | $16.9K | Cut−$14.8K |
| Ishares Ethereum Tr | — | 17.8K | $282.2K | 0.0% | −$108.9K | Added−$87.8K |
| Procter And Gamble Co | PG | 1.92K | $277.2K | 0.0% | $2.17K | Held |
| Innovator Etfs Trust | — | 7.26K | $276.2K | 0.0% | −$1.73K | Held |
| Wedbush Ser Tr | — | 9.38K | $266K | 0.0% | −$30.4K | Cut−$82.7K |
| Home Depot, Inc. | HD | 803 | $264.1K | 0.0% | −$12.2K | Held |
| Global X Fds | — | 5.45K | $263.9K | 0.0% | $30.6K | Added$34.9K |
| Visa Inc. | V | 871 | $263.3K | 0.0% | −$42.2K | Cut−$49.6K |
| Exxon Mobil Corp | — | 1.48K | $251.8K | 0.0% | — | New |
| Vanguard Intl Equity Index F | — | 3.35K | $251.7K | 0.0% | $4.47K | Added$38.2K |
| Vaneck Etf Trust | — | 4.99K | $249.9K | 0.0% | −$4.89K | Held |
| Caterpillar Inc | CAT | 337 | $238.8K | 0.0% | — | New |
| Ishares Tr | — | 4.58K | $233.4K | 0.0% | $412 | Held |
| Mastercard Inc | MA | 460 | $229.8K | 0.0% | −$32.8K | Cut−$35.6K |
| Spdr Series Trust | — | 3.3K | $215K | 0.0% | $1.12K | Held |
| Invesco Exchange Traded Fd T | — | 6.76K | $213.4K | 0.0% | $7.03K | Held |
| Alps Etf Tr | — | 4.05K | $213.2K | 0.0% | — | New |
| Global X Fds | — | 3.95K | $212.8K | 0.0% | — | New |
| Applovin Corp | APP | 531 | $211.3K | 0.0% | — | New |
| Eli Lilly & Co | LLY | 229 | $210.6K | 0.0% | −$35.5K | Cut−$112.9K |
| Arista Networks, Inc. | ANET | 1.71K | $209.3K | 0.0% | — | New |
| Pimco Etf Tr | — | 2.27K | $209.1K | 0.0% | −$1.8K | Cut−$27.9K |
| CoreWeave, Inc. | CRWV | 2.68K | $207.6K | 0.0% | — | New |
| Vanguard Specialized Funds | — | 964 | $207.3K | 0.0% | — | New |
| Ishares Tr | — | 579 | $206.4K | 0.0% | −$9.77K | Held |
| GE Vernova Inc. | GEV | 235 | $205.1K | 0.0% | — | New |
| Blackrock Health Sciences Te | — | 14.2K | $204.5K | 0.0% | −$9.83K | Held |
| Vanguard Scottsdale Fds | — | 3.43K | $200.9K | 0.0% | — | New |
| Corning Inc | — | 1.47K | $200.4K | 0.0% | — | New |
| Uber Technologies, Inc | UBER | 2.79K | $200.4K | 0.0% | −$27.2K | Cut−$27.3K |
| UiPath, Inc. | PATH | 16.2K | $180.3K | 0.0% | −$80.2K | Added−$68.2K |
| Pacific Biosciences Calif In | — | 50K | $66K | 0.0% | −$27.5K | Held |
| Neuberger Real Estate | — | 12.2K | $34.8K | 0.0% | −$2.45K | Held |
| Standard Biotools Inc. | LAB | 12.2K | $11.2K | 0.0% | −$4.4K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.