Investor
Evolution Wealth Advisors, LLC
CIK 0001763121 · filed 2026-01-12 · SEC filing
13F book
$992.2M
Positions
166
Largest name
25.7%
Apple Inc. · AAPL
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 938.4K | $255.1M | 25.7% | — | Held |
| Spdr S&P 500 Etf Tr | — | 264.5K | $180.3M | 18.2% | — | Held |
| Select Sector Spdr Tr | — | 505.5K | $72.8M | 7.3% | — | Held |
| Select Sector Spdr Tr | — | 578.7K | $31.7M | 3.2% | — | Held |
| Global X Fds | — | 603.7K | $28.8M | 2.9% | — | Held |
| Invesco Qqq Tr | — | 44.8K | $27.5M | 2.8% | — | Held |
| Spdr Gold Tr | — | 61.3K | $24.3M | 2.5% | — | Held |
| Select Sector Spdr Tr | — | 190.8K | $22.5M | 2.3% | — | Held |
| Amazon Com Inc | AMZN | 97.2K | $22.4M | 2.3% | — | Held |
| Ishares Inc | — | 290.2K | $18.6M | 1.9% | — | Held |
| Vanguard Index Fds | — | 28.5K | $17.9M | 1.8% | — | Held |
| Select Sector Spdr Tr | — | 112.5K | $17.4M | 1.8% | — | Held |
| Global X Fds | — | 205.9K | $13.3M | 1.3% | — | Held |
| J P Morgan Exchange Traded F | — | 226.8K | $11.4M | 1.1% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 448.5K | $10.9M | 1.1% | — | Held |
| Select Sector Spdr Tr | — | 135.9K | $10.6M | 1.1% | — | Held |
| Palantir Technologies Inc. | PLTR | 54.4K | $9.67M | 1.0% | — | Held |
| Vanguard Index Fds | — | 36.2K | $9.34M | 0.9% | — | Held |
| Microsoft Corp | MSFT | 18.8K | $9.07M | 0.9% | — | Held |
| Berkshire Hathaway Inc Del | — | 15.9K | $7.99M | 0.8% | — | Held |
| Alphabet Inc | — | 23.6K | $7.42M | 0.7% | — | Held |
| Ishares Bitcoin Trust Etf | IBIT | 148.7K | $7.38M | 0.7% | — | Held |
| Select Sector Spdr Tr | — | 154.5K | $6.6M | 0.7% | — | Held |
| Vaneck Etf Trust | — | 49.6K | $6.15M | 0.6% | — | Held |
| Ishares Tr | — | 23.7K | $5.83M | 0.6% | — | Held |
| Select Sector Spdr Tr | — | 128.4K | $5.74M | 0.6% | — | Held |
| Ishares Inc | — | 85.2K | $5.73M | 0.6% | — | Held |
| Tesla, Inc. | TSLA | 11.8K | $5.31M | 0.5% | — | Held |
| Vanguard World Fd | — | 6.57K | $4.95M | 0.5% | — | Held |
| J P Morgan Exchange Traded F | — | 100.3K | $4.64M | 0.5% | — | Held |
| Select Sector Spdr Tr | — | 34.6K | $4.13M | 0.4% | — | Held |
| Alphabet Inc | — | 13.1K | $4.1M | 0.4% | — | Held |
| Putnam Etf Trust | — | 128.4K | $3.93M | 0.4% | — | Held |
| Meta Platforms, Inc. | META | 5.85K | $3.86M | 0.4% | — | Held |
| Ishares Tr | — | 17.7K | $3.81M | 0.4% | — | Held |
| Schwab Strategic Tr | — | 138.4K | $3.8M | 0.4% | — | Held |
| Invesco Exchange Traded Fd T | — | 19.3K | $3.69M | 0.4% | — | Held |
| Nvidia Corp | NVDA | 19.2K | $3.58M | 0.4% | — | Held |
| Ishares Tr | — | 11.3K | $3.4M | 0.3% | — | Held |
| Spdr Series Trust | — | 53K | $3.22M | 0.3% | — | Held |
| Ishares U S Etf Tr | — | 123.7K | $3.08M | 0.3% | — | Held |
| Ishares Tr | — | 45.7K | $2.47M | 0.2% | — | Held |
| Vanguard World Fd | — | 18.5K | $2.32M | 0.2% | — | Held |
| Ishares Tr | — | 20.9K | $2.3M | 0.2% | — | Held |
| Invesco Exchange Traded Fd T | — | 13.5K | $2.12M | 0.2% | — | Held |
| Pacer Fds Tr | — | 34.2K | $2.06M | 0.2% | — | Held |
| Jpmorgan Chase & Co. | — | 6.37K | $2.05M | 0.2% | — | Held |
| Invesco Actvely Mngd Etc Fd | — | 153.3K | $2.03M | 0.2% | — | Held |
| J P Morgan Exchange Traded F | — | 29.8K | $1.98M | 0.2% | — | Held |
| Vaneck Etf Trust | — | 5K | $1.8M | 0.2% | — | Held |
| Vanguard Mun Bd Fds | — | 32.8K | $1.65M | 0.2% | — | Held |
| Ishares Tr | — | 17K | $1.64M | 0.2% | — | Held |
| J P Morgan Exchange Traded F | — | 28.1K | $1.64M | 0.2% | — | Held |
| Vanguard Bd Index Fds | — | 21.8K | $1.61M | 0.2% | — | Held |
| Spdr Series Trust | — | 13.2K | $1.61M | 0.2% | — | Held |
| Howmet Aerospace Inc. | HWM | 7.75K | $1.59M | 0.2% | — | Held |
| Vanguard World Fd | — | 11.9K | $1.59M | 0.2% | — | Held |
| Berkshire Hathaway Inc Del | — | 2 | $1.51M | 0.2% | — | Held |
| Grayscale Bitcoin Trust Etf | GBTC | 19.9K | $1.36M | 0.1% | — | Held |
| Vanguard Scottsdale Fds | — | 13.5K | $1.35M | 0.1% | — | Held |
| Proshares Tr | — | 23.1K | $1.34M | 0.1% | — | Held |
| Vanguard Index Fds | — | 7.01K | $1.34M | 0.1% | — | Held |
| Vanguard Bd Index Fds | — | 16.6K | $1.31M | 0.1% | — | Held |
| Spdr Series Trust | — | 5.39K | $1.3M | 0.1% | — | Held |
| Ishares Tr | — | 10.3K | $1.27M | 0.1% | — | Held |
| Graniteshares Etf Tr | — | 56.3K | $1.19M | 0.1% | — | Held |
| Vanguard Growth Etf | — | 2.39K | $1.16M | 0.1% | — | Held |
| Ishares Tr | — | 20.7K | $1.13M | 0.1% | — | Held |
| Iren Limited | — | 29.8K | $1.13M | 0.1% | — | Held |
| Pacer Fds Tr | — | 24.8K | $1.1M | 0.1% | — | Held |
| Ishares Tr | — | 25K | $1.1M | 0.1% | — | Held |
| Royal Caribbean Group | — | 3.94K | $1.1M | 0.1% | — | Held |
| Bank America Corp | — | 2.09K | $1.09M | 0.1% | — | Held |
| Ishares Tr | — | 8.25K | $1.05M | 0.1% | — | Held |
| Ark Etf Tr | — | 13.5K | $1.04M | 0.1% | — | Held |
| Goldman Sachs Group Inc | — | 1.14K | $1M | 0.1% | — | Held |
| Ishares Tr | — | 8.34K | $1M | 0.1% | — | Held |
| Vanguard Index Fds | — | 2.77K | $929K | 0.1% | — | Held |
| Tidal Trust I | — | 36.1K | $893.6K | 0.1% | — | Held |
| Ishares Tr | — | 5.07K | $855.2K | 0.1% | — | Held |
| Ishares Tr | — | 5.46K | $772.2K | 0.1% | — | Held |
| New York Life Invts Active E | — | 30.4K | $739.9K | 0.1% | — | Held |
| Ishares Gold Tr | — | 8.88K | $720.5K | 0.1% | — | Held |
| Alibaba Group Hldg Ltd | — | 4.89K | $716.3K | 0.1% | — | Held |
| Franklin Templeton Etf Tr | — | 30.4K | $712.6K | 0.1% | — | Held |
| Vanguard World Fd | — | 3.55K | $687.6K | 0.1% | — | Held |
| Ishares Tr | — | 9.54K | $665K | 0.1% | — | Held |
| Ishares Inc | — | 6.43K | $664.3K | 0.1% | — | Held |
| Intel Corp | INTC | 17.5K | $644.5K | 0.1% | — | Held |
| Invesco Exchange Traded Fd T | — | 5K | $635.5K | 0.1% | — | Held |
| Ishares Tr | — | 1.82K | $625.6K | 0.1% | — | Held |
| Walmart Inc. | WMT | 5.59K | $623.1K | 0.1% | — | Held |
| Innovator Etfs Trust | — | 14.3K | $620.6K | 0.1% | — | Held |
| J P Morgan Exchange Traded F | — | 10.7K | $613.3K | 0.1% | — | Held |
| Vanguard Intl Equity Index F | — | 7.28K | $608.7K | 0.1% | — | Held |
| Ishares Tr | — | 1.27K | $601.1K | 0.1% | — | Held |
| Broadcom Inc. | AVGO | 1.7K | $587.3K | 0.1% | — | Held |
| Invesco Actively Managed Exc | — | 12.3K | $583.3K | 0.1% | — | Held |
| Vanguard Scottsdale Fds | — | 6.94K | $581.2K | 0.1% | — | Held |
| Ishares Tr | — | 6.04K | $579.6K | 0.1% | — | Held |
| Vanguard Intl Equity Index F | — | 5.9K | $533.1K | 0.1% | — | Held |
| Ishares Tr | — | 4.9K | $524.5K | 0.1% | — | Held |
| Vanguard World Fd | — | 1.27K | $502.2K | 0.1% | — | Held |
| Vanguard Whitehall Fds | — | 7.33K | $494K | 0.1% | — | Held |
| Advanced Micro Devices Inc | AMD | 2.19K | $469.9K | 0.0% | — | Held |
| Ishares Inc | — | 4.17K | $458.3K | 0.0% | — | Held |
| Vanguard Intl Equity Index F | — | 8.36K | $449.5K | 0.0% | — | Held |
| Ishares Tr | — | 2.1K | $441.3K | 0.0% | — | Held |
| Ishares Tr | — | 14.1K | $435.4K | 0.0% | — | Held |
| Vanguard Tax-Managed Fds | — | 6.72K | $419.7K | 0.0% | — | Held |
| Global X Fds | — | 6.45K | $418.3K | 0.0% | — | Held |
| Ishares Tr | — | 7.62K | $410.5K | 0.0% | — | Held |
| Asml Holding N V | — | 382 | $408.7K | 0.0% | — | Held |
| Ge Aerospace | — | 1.3K | $401.1K | 0.0% | — | Held |
| Spdr Series Trust | — | 4.33K | $395.8K | 0.0% | — | Held |
| Ishares Tr | — | 4.03K | $387.7K | 0.0% | — | Held |
| Unitedhealth Group Inc | UNH | 1.15K | $380.9K | 0.0% | — | Held |
| Ishares Tr | — | 4K | $372.9K | 0.0% | — | Held |
| Ishares Ethereum Tr | — | 16.5K | $370.1K | 0.0% | — | Held |
| AbbVie Inc. | ABBV | 1.61K | $367.7K | 0.0% | — | Held |
| Citigroup Inc | — | 3.08K | $359.8K | 0.0% | — | Held |
| Wedbush Ser Tr | — | 11K | $348.7K | 0.0% | — | Held |
| GeneDx Holdings Corp. | WGS | 2.63K | $342.3K | 0.0% | — | Held |
| Listed Fds Tr | — | 5.15K | $339.9K | 0.0% | — | Held |
| Proshares Tr | — | 6.44K | $339.3K | 0.0% | — | Held |
| Spdr Series Trust | — | 5.9K | $335.2K | 0.0% | — | Held |
| Ishares Tr | — | 4K | $330.9K | 0.0% | — | Held |
| Philip Morris Intl Inc | — | 2.06K | $330.6K | 0.0% | — | Held |
| Ishares Tr | — | 6.21K | $327K | 0.0% | — | Held |
| Vanguard World Fd | — | 1.13K | $323.8K | 0.0% | — | Held |
| Eli Lilly & Co | LLY | 301 | $323.5K | 0.0% | — | Held |
| Visa Inc. | V | 892 | $312.8K | 0.0% | — | Held |
| Ishares Tr | — | 1.46K | $309.6K | 0.0% | — | Held |
| Spdr S&P Midcap 400 Etf Tr | — | 500 | $301.6K | 0.0% | — | Held |
| Vanguard World Fd | — | 1.42K | $299.5K | 0.0% | — | Held |
| Ishares Silver Tr | — | 4.55K | $293.1K | 0.0% | — | Held |
| Innovator Etfs Trust | — | 7.26K | $277.9K | 0.0% | — | Held |
| Home Depot, Inc. | HD | 803 | $276.3K | 0.0% | — | Held |
| Shopify Inc. | SHOP | 1.71K | $275.9K | 0.0% | — | Held |
| Procter And Gamble Co | PG | 1.92K | $275K | 0.0% | — | Held |
| Select Sector Spdr Tr | — | 1.73K | $268.8K | 0.0% | — | Held |
| Select Sector Spdr Tr | — | 5.9K | $267.7K | 0.0% | — | Held |
| Mastercard Inc | MA | 465 | $265.5K | 0.0% | — | Held |
| First Tr Exchange Traded Fd | — | 3.62K | $258.3K | 0.0% | — | Held |
| Vaneck Etf Trust | — | 4.99K | $254.8K | 0.0% | — | Held |
| UiPath, Inc. | PATH | 15.2K | $248.5K | 0.0% | — | Held |
| Costco Whsl Corp New | — | 287 | $247.5K | 0.0% | — | Held |
| Pimco Etf Tr | — | 2.55K | $237K | 0.0% | — | Held |
| Ishares Tr | — | 4.58K | $232.9K | 0.0% | — | Held |
| Crowdstrike Hldgs Inc | — | 491 | $230.2K | 0.0% | — | Held |
| Global X Fds | — | 5.36K | $229K | 0.0% | — | Held |
| Uber Technologies, Inc | UBER | 2.79K | $227.7K | 0.0% | — | Held |
| First Tr Exchange-Traded Fd | — | 807 | $217.2K | 0.0% | — | Held |
| Robinhood Mkts Inc | — | 1.92K | $216.7K | 0.0% | — | Held |
| Ishares Tr | — | 579 | $216.2K | 0.0% | — | Held |
| Blackrock Health Sciences Te | — | 14.2K | $214.3K | 0.0% | — | Held |
| Spdr Series Trust | — | 3.3K | $213.9K | 0.0% | — | Held |
| Vanguard Intl Equity Index F | — | 2.9K | $213.5K | 0.0% | — | Held |
| Morgan Stanley | — | 1.18K | $209.3K | 0.0% | — | Held |
| Chevron Corp New | CVX | 1.37K | $209K | 0.0% | — | Held |
| Ishares S&P Gsci Commodity- | — | 9K | $207.5K | 0.0% | — | Held |
| Invesco Exchange Traded Fd T | — | 6.76K | $206.4K | 0.0% | — | Held |
| Pacific Biosciences Calif In | — | 50K | $93.5K | 0.0% | — | Held |
| Neuberger Real Estate | — | 12.2K | $37.2K | 0.0% | — | Held |
| Standard Biotools Inc. | LAB | 12.2K | $15.6K | 0.0% | — | Held |
| VS MEDIA Holdings Ltd | VSME | 43K | $4.33K | 0.0% | — | Held |
Positions as of Q4 2025. 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.