Evolution Wealth Advisors, LLC Portfolio Holdings

Evolution Wealth Advisors, LLC

  • $1.02 Billion
  • Q4 2025

Evolution Wealth Advisors, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.02 Billion distributed in 166 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $251M, Spdr S&P 500 ETF Trust with a value of $176M, Technology Sector Spdr with a value of $146M, Financial Sector Spdr with a value of $30.4M, and Global X Fds Us Infrastructure with a value of $28.4M.

Examining the 13F form we can see an increase of $328M in the current position value, from $695M to 1.02B.

Below you can find more details about Evolution Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.02 Billion
ETFs: $679 Million
Technology: $277 Million
Consumer Cyclical: $29.7 Million
Financial Services: $15 Million
Communication Services: $13.9 Million
Industrials: $1.97 Million
Consumer Defensive: $1.43 Million
Healthcare: $1.15 Million
Other: $212,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$251 Million 24.51% of portfolio
938,352
Q4 2025 Added 1,794.74%
$2.39T
$22.8 Million 2.23% of portfolio
97,249
Q4 2025 Reduced 0.05%
$3.78T
$9.52 Million 0.93% of portfolio
18,756
Q4 2025 Added 1.15%
$342B
$9.46 Million 0.92% of portfolio
54,389
Q4 2025 Reduced 2.42%
$662B
$8.09 Million 0.79% of portfolio
15,901
Q4 2025 Reduced 0.8%
$1.74T
$6.75 Million 0.66% of portfolio
23,631
Q4 2025 Reduced 4.47%
$1.29T
$4.83 Million 0.47% of portfolio
11,811
Q4 2025 Reduced 3.24%
$465B
$3.58 Million 0.35% of portfolio
19,180
Q4 2025 Reduced 15.69%
$1.37T
$3.56 Million 0.35% of portfolio
5,848
Q4 2025 Reduced 12.48%
$1.65T
$3.62 Million 0.35% of portfolio
13,098
Q4 2025 Reduced 0.62%
$881B
$1.91 Million 0.19% of portfolio
6,365
Q4 2025 Reduced 2.05%
$453B
$1.51 Million 0.15% of portfolio
2
Q4 2024 Added 100.0%
$265B
$886,000 0.09% of portfolio
1,143
Q4 2025 Reduced 12.28%
$418B
$770,000 0.08% of portfolio
4,887
Q4 2025 Reduced 4.06%
$279B
$575,000 0.06% of portfolio
5,593
Q3 2025 Reduced 1.76%
$388B
$527,000 0.05% of portfolio
2,194
Q4 2025 Added 3.83%
$414B
$376,000 0.04% of portfolio
1,609
Q4 2025 Added 0.81%
$405B
$389,000 0.04% of portfolio
382
Q4 2025 Added 29.93%
$300B
$369,000 0.04% of portfolio
1,154
Q4 2025 Reduced 0.86%
$533B
$290,000 0.03% of portfolio
892
Q4 2025 Reduced 15.37%
$237B
$314,000 0.03% of portfolio
2,061
Q4 2025 Reduced 0.05%
$971B
$307,000 0.03% of portfolio
301
Q4 2025 Reduced 3.53%
$367B
$287,000 0.03% of portfolio
803
Q1 2025 New
$404B
$261,000 0.03% of portfolio
287
Q3 2025 Reduced 8.6%
$346B
$279,000 0.03% of portfolio
1,919
Q3 2025 New
$303B
$212,000 0.02% of portfolio
1,371
Q3 2025 Reduced 9.86%
$270B
$187,000 0.02% of portfolio
1,179
Q4 2025 Reduced 17.95%
$512B
$249,000 0.02% of portfolio
465
Q4 2025 Added 1.09%
$413B
$107,000 0.01% of portfolio
2,087
Q2 2025 Reduced 89.5%

Summary

  • Portfolio
  • No. of Stocks 166
  • Current Value $1.02 Billion
  • Prior Value $695 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 10 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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