Evolution Wealth Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 12, 2026), Evolution Wealth Advisors, LLC reported 166 stock positions worth $992.2 million. Its top holding was Apple (AAPL) at 25.7% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 18.2%) and SS Technology Select Sector (XLK, 7.3%). Compared with Q3 2025, it opened 10 new positions, sold out of 9, added to 48 and reduced 55. The biggest buy was Apple (AAPL, shares +1795%) and the biggest sale Global X US Infrastructure (PAVE, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- AVENTURA, FL
- CIK
- 0001763121
- Portfolio Value
- $992.2M (Q4 2025)
- SEC Filing
- 0001763121-26-000001 ↗ filed Jan 12, 2026
Holdings Value
Holdings 166 stocks · $992.2M
| AAPL Apple Inc. | 25.71% | 938,352 | $255.1M | Add +1794.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 18.18% | 264,460 | $180.3M | Add +1.4% |
| XLK SS Technology Select Sector | 7.34% | 505,528 | $72.8M | Add +0.2% |
| XLF SS Financial Select Sector | 3.19% | 578,666 | $31.7M | Add +1.0% |
| PAVE Global X US Infrastructure | 2.91% | 603,680 | $28.8M | Reduce -0.0% |
| QQQ Invesco QQQ Trust Series 1 | 2.77% | 44,808 | $27.5M | Reduce -0.2% |
| GLD SPDR Gold Shares | 2.45% | 61,327 | $24.3M | Add +1.2% |
| XLC SS Comm Select Sector SPDR | 2.26% | 190,814 | $22.5M | Reduce -0.0% |
| AMZN Amazon.com Inc. | 2.26% | 97,249 | $22.4M | Reduce -0.1% |
| EZU iShares MSCI Eurozone ETF | 1.88% | 290,221 | $18.6M | Add +2.3% |
| VOO Vanguard S&P 500 ETF | 1.80% | 28,475 | $17.9M | Reduce -0.8% |
| XLV SS Health Care Select Sector | 1.75% | 112,462 | $17.4M | Add +1.2% |
| SHLD Global X Defense Tech ETF | 1.34% | 205,907 | $13.3M | Add +1.4% |
| JFLX JPMorgan Flexible Debt ETF | 1.15% | 226,843 | $11.4M | Reduce -1.7% |
| VRP Invesco Variable Rate Prefer | 1.10% | 448,511 | $10.9M | Add +0.5% |
| XLP SS Consumer Staples Sel Sect | 1.06% | 135,854 | $10.6M | Add +1.3% |
| PLTR Palantir Technologies Inc. Class A | 0.97% | 54,389 | $9.7M | Reduce -2.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.94% | 36,224 | $9.3M | Reduce -0.1% |
| MSFT Microsoft Corp. | 0.91% | 18,756 | $9.1M | Add +1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.81% | 15,901 | $8.0M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 0.75% | 23,631 | $7.4M | Reduce -4.5% |
| IBIT iShares Bitcoin Trust ETF | 0.74% | 148,686 | $7.4M | Reduce -16.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.66% | 154,507 | $6.6M | Reduce -8.7% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.62% | 49,551 | $6.2M | New |
| IWM iShares Russell 2000 ETF | 0.59% | 23,694 | $5.8M | Add +0.1% |
| XLE SS Energy Select Sector | 0.58% | 128,359 | $5.7M | Reduce -22.9% |
| IEMG iShares Core MSCI Emerging | 0.58% | 85,199 | $5.7M | Add +25.2% |
| TSLA Tesla Inc. | 0.54% | 11,811 | $5.3M | Reduce -3.2% |
| VGT Vanguard Info Tech ETF | 0.50% | 6,567 | $5.0M | Reduce -2.3% |
| JPIE JPMorgan Income ETF | 0.47% | 100,326 | $4.6M | Reduce -0.7% |
| XLY SS Consumer Disc Select Sect | 0.42% | 34,562 | $4.1M | Add +2.5% |
| GOOGL Alphabet Inc. Class A | 0.41% | 13,098 | $4.1M | Reduce -0.6% |
| PBDC Putnam BDC Income ETF | 0.40% | 128,400 | $3.9M | Reduce -1.9% |
| META Meta Platforms Inc. Class A | 0.39% | 5,848 | $3.9M | Reduce -12.5% |
| ITA iShares U.S. Aerospace & Def | 0.38% | 17,748 | $3.8M | Reduce -7.8% |
| SCHD Schwab US DVD Equity ETF | 0.38% | 138,398 | $3.8M | Add +0.6% |
| RSP Invesco S&P 500 Equal Weight | 0.37% | 19,266 | $3.7M | Reduce -0.9% |
| NVDA Nvidia Corp. | 0.36% | 19,180 | $3.6M | Reduce -15.7% |
| SOXX iShares Semiconductor ETF | 0.34% | 11,301 | $3.4M | Add +5.7% |
| KBE SS SPDR S&P Bank ETF | 0.32% | 53,022 | $3.2M | No change |
| COMT iShares Gsci Commodity Dynam | 0.31% | 123,677 | $3.1M | Reduce -12.7% |
| INDA iShares MSCI India ETF | 0.25% | 45,721 | $2.5M | Add +39.1% |
| VDE Vanguard Energy ETF | 0.23% | 18,463 | $2.3M | Reduce -64.3% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.23% | 20,850 | $2.3M | Add +3.5% |
| PPA Invesco Aerospace & Defense | 0.21% | 13,545 | $2.1M | No change |
| COWZ Pacer US Cash Cows 100 ETF | 0.21% | 34,208 | $2.1M | No change |
| JPM JPMorgan Chase & Co. | 0.21% | 6,365 | $2.1M | Reduce -2.0% |
| PDBC Invesco Optimum Yield Divers | 0.20% | 153,310 | $2.0M | Reduce -7.5% |
| HELO JPMorgan Hedged Equity ETF | 0.20% | 29,784 | $2.0M | Reduce -14.4% |
| SMH Vaneck Semiconductor ETF | 0.18% | 5,004 | $1.8M | Reduce -3.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.17% | 32,817 | $1.7M | No change |
| EMB iShares JP Morgan Usd Emergi | 0.17% | 17,045 | $1.6M | Add +7.3% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.16% | 28,140 | $1.6M | Add +0.4% |
| BND Vanguard Total Bond Market | 0.16% | 21,780 | $1.6M | No change |
| XBI SS SPDR S&P Biotech ETF | 0.16% | 13,189 | $1.6M | Reduce -1.1% |
| HWM Howmet Aerospace Inc. | 0.16% | 7,750 | $1.6M | Reduce -11.4% |
| VFH Vanguard Financials ETF | 0.16% | 11,889 | $1.6M | Add +0.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.15% | 2 | $1.5M | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.14% | 19,881 | $1.4M | New |
| VTWO Vanguard Russell 2000 ETF | 0.14% | 13,535 | $1.3M | No change |
| SSO Proshares Ultra S&P500 | 0.14% | 23,126 | $1.3M | Add +0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.13% | 7,010 | $1.3M | No change |
| BSV Vanguard Short-Term Bond ETF | 0.13% | 16,649 | $1.3M | Add +22.0% |
| XAR SS SPDR S&P Aerospace Def | 0.13% | 5,395 | $1.3M | Reduce -1.3% |
| IVW iShares S&P 500 Growth ETF | 0.13% | 10,300 | $1.3M | Add +0.7% |
| COMB Graniteshares Bcom Broad STR | 0.12% | 56,255 | $1.2M | Reduce -1.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.12% | 2,386 | $1.2M | No change |
| EEM iShares MSCI Emerging Market | 0.11% | 20,697 | $1.1M | Add +0.0% |
| IREN Iren Ltd. filed as IREN LIMITED | 0.11% | 29,835 | $1.1M | Add +20.3% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.11% | 24,817 | $1.1M | Reduce -4.1% |
| EWU iShares MSCI United Kingdom | 0.11% | 25,000 | $1.1M | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.11% | 3,939 | $1.1M | Add +0.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.11% | 2,087 | $1.1M | No change |
| IOO iShares Global 100 ETF | 0.11% | 8,254 | $1.0M | No change |
| ARKK ARK Innovation ETF | 0.10% | 13,472 | $1.0M | Reduce -8.6% |
| GS Goldman Sachs Group Inc. | 0.10% | 1,143 | $1.0M | Reduce -12.3% |
| IJR iShares Core S&P Small-Cap E | 0.10% | 8,340 | $1.0M | Add +0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 2,771 | $929K | Add +5.6% |
| GRNY Fundstr Gran SH US LRG Cap | 0.09% | 36,090 | $894K | Reduce -2.3% |
| IBB iShares Biotechnology ETF | 0.09% | 5,067 | $855K | Reduce -4.7% |
| ACWI iShares MSCI Acwi ETF | 0.08% | 5,457 | $772K | Add +0.2% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.07% | 30,413 | $740K | No change |
| IAU iShares Gold Trust | 0.07% | 8,877 | $721K | Add +0.0% |
| BABA Alibaba Group Holding-SP ADR | 0.07% | 4,887 | $716K | Reduce -4.1% |
| FLBL Franklin Senior Loan ETF | 0.07% | 30,428 | $713K | Reduce -3.0% |
| VOX Vanguard Communication Servi | 0.07% | 3,551 | $688K | No change |
| XT Ishar Fture Exp Tech ETF-Usd | 0.07% | 9,535 | $665K | No change |
| EUSA iShares MSCI USA Equal Weigh | 0.07% | 6,426 | $664K | No change |
| INTC Intel Corp. | 0.07% | 17,467 | $645K | No change |
| PWB Invesco Large Cap Growth ETF | 0.06% | 5,000 | $636K | No change |
| OEF iShares S&P 100 ETF | 0.06% | 1,824 | $626K | No change |
| WMT Walmart Inc. | 0.06% | 5,593 | $623K | No change |
| PDEC Innovator U.S. Equity Power | 0.06% | 14,305 | $621K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.06% | 10,715 | $613K | Reduce -42.6% |
| VGK Vanguard Ftse Europe ETF | 0.06% | 7,280 | $609K | No change |
| IWF iShares Russell 1000 Growth | 0.06% | 1,270 | $601K | No change |
| AVGO Broadcom Inc. | 0.06% | 1,697 | $587K | Add +10.9% |
| GTO Invesco Total Return Bond Et | 0.06% | 12,300 | $583K | Add +2.6% |
| VCIT Vanguard Int-Term Corporate | 0.06% | 6,940 | $581K | No change |
| EFA iShares MSCI Eafe ETF | 0.06% | 6,036 | $580K | Add +2.7% |
Portfolio Sells Q3 2025 → Q4 2025
| PAVE Global X US Infrastructure | Reduce -0.0% | 2.91% | −0.95 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.2% | 2.77% | −0.84 |
| IBIT iShares Bitcoin Trust ETF | Reduce -16.1% | 0.74% | −0.80 |
| XLC SS Comm Select Sector SPDR | Reduce -0.0% | 2.26% | −0.77 |
| AAXJ iShares MSCI All Country Asi | Reduce -93.7% | 0.04% | −0.74 |
| VDE Vanguard Energy ETF | Reduce -64.3% | 0.23% | −0.64 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 2.26% | −0.61 |
| VOO Vanguard S&P 500 ETF | Reduce -0.8% | 1.80% | −0.56 |
| XLE SS Energy Select Sector | Reduce -22.9% | 0.58% | −0.42 |
| JFLX JPMorgan Flexible Debt ETF | Reduce -1.7% | 1.15% | −0.41 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.40 |
| PLTR Palantir Technologies Inc. Class A | Reduce -2.4% | 0.97% | −0.39 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -8.7% | 0.66% | −0.33 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.1% | 0.94% | −0.30 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.8% | 0.81% | −0.28 |
| META Meta Platforms Inc. Class A | Reduce -12.5% | 0.39% | −0.27 |
| NVDA Nvidia Corp. | Reduce -15.7% | 0.36% | −0.21 |
| COMT iShares Gsci Commodity Dynam | Reduce -12.7% | 0.31% | −0.20 |
| TSLA Tesla Inc. | Reduce -3.2% | 0.54% | −0.19 |
| VGT Vanguard Info Tech ETF | Reduce -2.3% | 0.50% | −0.17 |
| PBDC Putnam BDC Income ETF | Reduce -1.9% | 0.40% | −0.16 |
| JPIE JPMorgan Income ETF | Reduce -0.7% | 0.47% | −0.16 |
| ITA iShares U.S. Aerospace & Def | Reduce -7.8% | 0.38% | −0.16 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.9% | 0.37% | −0.12 |
| HELO JPMorgan Hedged Equity ETF | Reduce -14.4% | 0.20% | −0.10 |
| PDBC Invesco Optimum Yield Divers | Reduce -7.5% | 0.20% | −0.09 |
| JEPI JPMorgan Equity Premium Inco | Reduce -42.6% | 0.06% | −0.08 |
| HWM Howmet Aerospace Inc. | Reduce -11.4% | 0.16% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -2.0% | 0.21% | −0.07 |
| ARKK ARK Innovation ETF | Reduce -8.6% | 0.10% | −0.07 |
| GOOG Alphabet Inc. Class C | Reduce -4.5% | 0.75% | −0.06 |
| BABA Alibaba Group Holding-SP ADR | Reduce -4.1% | 0.07% | −0.05 |
| ETHA iShares Ethereum Trust ETF | Reduce -18.5% | 0.04% | −0.05 |
| COMB Graniteshares Bcom Broad STR | Reduce -1.5% | 0.12% | −0.05 |
| SMH Vaneck Semiconductor ETF | Reduce -3.6% | 0.18% | −0.05 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -4.1% | 0.11% | −0.04 |
| XAR SS SPDR S&P Aerospace Def | Reduce -1.3% | 0.13% | −0.04 |
| GS Goldman Sachs Group Inc. | Reduce -12.3% | 0.10% | −0.04 |
| BXSL Blackstone Secured Lending F | Sold out | 0.00% | −0.04 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.04 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.04 |
| GRNY Fundstr Gran SH US LRG Cap | Reduce -2.3% | 0.09% | −0.03 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.03 |
| MCHI iShares MSCI China ETF | Sold out | 0.00% | −0.03 |
| FLBL Franklin Senior Loan ETF | Reduce -3.0% | 0.07% | −0.03 |
| PHM Pultegroup Inc. | Sold out | 0.00% | −0.03 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.03 |
| XBI SS SPDR S&P Biotech ETF | Reduce -1.1% | 0.16% | −0.02 |
| VDC Vanguard Consumer Staple ETF | Reduce -14.4% | 0.03% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -16.0% | 0.03% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| AAPL Apple Inc. | Add +1794.7% | 25.71% | +24.02 |
| NLR Vaneck Urani & Nuclr ETF-Usd | New | 0.62% | +0.62 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.14% | +0.14 |
| EIS iShares MSCI Israel ETF | New | 0.05% | +0.05 |
| TQQQ Proshares Ultrapro QQQ | New | 0.03% | +0.03 |
| IFRA iShares US Infrastructure | New | 0.03% | +0.03 |
| SLV iShares Silver Trust | New | 0.03% | +0.03 |
| PATH Uipath Inc. Class A | New | 0.03% | +0.03 |
| GSG iShares S&P Gsci Commodity I | New | 0.02% | +0.02 |
| PBW Invesco Wilderhill Clean Ene | New | 0.02% | +0.02 |
| INDA iShares MSCI India ETF | Add +39.1% | 0.25% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +29.9% | 0.04% | +0.00 |
| AMD Advanced Micro Devices | Add +3.8% | 0.05% | +0.00 |
| VS MEDIA HOLDINGS LTD. | New | 0.00% | +0.00 |
| XNROX Neu Re Est Sec Inc. FD Inc.-US | Add +1.0% | 0.00% | −0.00 |
| C Citigroup Inc. | Add +0.4% | 0.04% | −0.01 |
| SHOP Shopify Inc. Class A | Add +0.7% | 0.03% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.5% | 0.02% | −0.01 |
| XLI SS Industrial Select Sector | Add +3.0% | 0.03% | −0.01 |
| MA Mastercard Inc. Class A | Add +1.1% | 0.03% | −0.01 |
| AVGO Broadcom Inc. | Add +10.9% | 0.06% | −0.01 |
| UBER Uber Technologies Inc. | Add +6.7% | 0.02% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +22.0% | 0.13% | −0.01 |
| ABBV Abbvie Inc. | Add +0.8% | 0.04% | −0.01 |
| HOOD Robinhood Markets Inc. Class A | Add +5.2% | 0.02% | −0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +0.1% | 0.04% | −0.01 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +0.0% | 0.04% | −0.01 |
| IAU iShares Gold Trust | Add +0.0% | 0.07% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +1.6% | 0.05% | −0.01 |
| EFA iShares MSCI Eafe ETF | Add +2.7% | 0.06% | −0.02 |
| GTO Invesco Total Return Bond Et | Add +2.6% | 0.06% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +5.6% | 0.09% | −0.02 |
| ACWI iShares MSCI Acwi ETF | Add +0.2% | 0.08% | −0.02 |
| IEMG iShares Core MSCI Emerging | Add +25.2% | 0.58% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Add +0.3% | 0.10% | −0.03 |
| EEM iShares MSCI Emerging Market | Add +0.0% | 0.11% | −0.03 |
| EMB iShares JP Morgan Usd Emergi | Add +7.3% | 0.17% | −0.04 |
| IVW iShares S&P 500 Growth ETF | Add +0.7% | 0.13% | −0.04 |
| SSO Proshares Ultra S&P500 | Add +0.3% | 0.14% | −0.04 |
| IREN Iren Ltd. | Add +20.3% | 0.11% | −0.04 |
| SOXX iShares Semiconductor ETF | Add +5.7% | 0.34% | −0.05 |
| VFH Vanguard Financials ETF | Add +0.0% | 0.16% | −0.05 |
| JEPQ JPM Nasdaq Equity Premium | Add +0.4% | 0.16% | −0.05 |
| RCL Royal Caribbean Cruises Ltd. | Add +0.0% | 0.11% | −0.06 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +3.5% | 0.23% | −0.07 |
| SCHD Schwab US DVD Equity ETF | Add +0.6% | 0.38% | −0.12 |
| XLY SS Consumer Disc Select Sect | Add +2.5% | 0.42% | −0.13 |
| IWM iShares Russell 2000 ETF | Add +0.1% | 0.59% | −0.18 |
| XLV SS Health Care Select Sector | Add +1.2% | 1.75% | −0.32 |
| XLP SS Consumer Staples Sel Sect | Add +1.3% | 1.06% | −0.35 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 181 | $854.9M | SPY, XLK, XLF, PAVE, QQQ |
| Q1 2026 | 176 | $981.5M | AAPL, SPY, XLK, XLF, PAVE |
| Q4 2025 | 166 | $992.2M | AAPL, SPY, XLK, XLF, PAVE |
| Q3 2025 | 165 | $744.7M | SPY, XLK, XLF, PAVE, QQQ |
| Q2 2025 | 170 | $683.0M | SPY, XLK, XLF, PAVE, QQQ |
| Q1 2025 | 149 | $599.0M | SPY, XLK, XLF, PAVE, AMZN |
| Q4 2024 | 143 | $597.8M | SPY, XLK, PAVE, XLF, AMZN |
| Q3 2024 | 131 | $554.3M | SPY, XLK, PAVE, XLF, AMZN |
| Q2 2024 | 135 | $513.2M | SPY, XLK, PAVE, XLF, AMZN |
| Q1 2024 | 134 | $522.1M | SPY, XLK, PAVE, XLF, AMZN |