Evolution Wealth Advisors, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Evolution Wealth Advisors, LLC reported 176 stock positions worth $981.5 million. Its top holding was Apple (AAPL) at 24.3% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 18.0%) and SS Technology Select Sector (XLK, 7.0%). Compared with Q4 2025, it opened 20 new positions, sold out of 10, added to 72 and reduced 32. The biggest buy was SPDR Gold Shares (GLD, shares +15%) and the biggest sale SS Consumer Staples Sel Sect (XLP, shares −65%).

Most Recent 13F
Q2 2026
Location
AVENTURA, FL
CIK
0001763121
Portfolio Value
$981.5M (Q1 2026)
SEC Filing
0001763121-26-000004 ↗ filed May 8, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $522.1M Q1 2024 Q2 2024: $513.2M Q2 2024 Q3 2024: $554.3M Q3 2024 Q4 2024: $597.8M Q4 2024 Q1 2025: $599.0M Q1 2025 Q2 2025: $683.0M Q2 2025 Q3 2025: $744.7M Q3 2025 Q4 2025: $992.2M Q4 2025 Q1 2026: $981.5M $981.5M Q1 2026 Q2 2026: $854.9M Q2 2026

Holdings 176 stocks · $981.5M
AAPL Apple Inc. 24.32% 940,410 $238.7M Add +0.2%
SPY SS SPDR S&P 500 ETF Trust-US 17.98% 271,320 $176.5M Add +2.6%
XLK SS Technology Select Sector 6.95% 513,535 $68.2M Add +1.6%
XLF SS Financial Select Sector 3.35% 666,678 $32.9M Add +15.2%
PAVE Global X US Infrastructure 3.14% 606,022 $30.8M Add +0.4%
GLD SPDR Gold Shares 3.08% 70,286 $30.2M Add +14.6%
QQQ Invesco QQQ Trust Series 1 2.66% 45,157 $26.1M Add +0.8%
XLC SS Comm Select Sector SPDR 2.41% 213,226 $23.6M Add +11.8%
AMZN Amazon.com Inc. 2.10% 99,199 $20.7M Add +2.0%
EZU iShares MSCI Eurozone ETF 1.90% 298,258 $18.7M Add +2.8%
VOO Vanguard S&P 500 ETF 1.79% 29,476 $17.6M Add +3.5%
XLV SS Health Care Select Sector 1.72% 115,176 $16.9M Add +2.4%
SHLD Global X Defense Tech ETF 1.50% 208,314 $14.8M Add +1.2%
JFLX JPMorgan Flexible Debt ETF 1.16% 228,423 $11.3M Add +0.7%
VRP Invesco Variable Rate Prefer 1.15% 469,296 $11.3M Add +4.6%
VB Vanguard Most SM-Cap ETF-Usd 0.98% 36,847 $9.7M Add +1.7%
PLTR Palantir Technologies Inc. Class A 0.83% 56,016 $8.2M Add +3.0%
MSFT Microsoft Corp. 0.81% 21,392 $7.9M Add +14.1%
BRK.B Berkshire Hathaway Inc. Class B 0.80% 16,392 $7.9M Add +3.1%
XLY SS Consumer Disc Select Sect 0.78% 70,559 $7.7M Add +104.2%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.77% 165,653 $7.6M Add +7.2%
NLR Vaneck Urani & Nuclr ETF-Usd 0.69% 51,073 $6.8M Add +3.1%
GOOG Alphabet Inc. Class C 0.66% 22,731 $6.5M Reduce -3.8%
IBIT iShares Bitcoin Trust ETF 0.65% 165,570 $6.4M Add +11.4%
IEMG iShares Core MSCI Emerging 0.62% 87,873 $6.1M Add +3.1%
XLE SS Energy Select Sector 0.61% 98,116 $6.0M Reduce -23.6%
IWM iShares Russell 2000 ETF 0.61% 24,045 $6.0M Add +1.5%
INDA iShares MSCI India ETF 0.60% 126,670 $5.9M Add +177.1%
JPIE JPMorgan Income ETF 0.47% 100,391 $4.6M Add +0.1%
VGT Vanguard Info Tech ETF 0.46% 6,408 $4.5M Reduce -2.4%
GOOGL Alphabet Inc. Class A 0.45% 15,505 $4.5M Add +18.4%
TSLA Tesla Inc. 0.45% 11,869 $4.4M Add +0.5%
RSP Invesco S&P 500 Equal Weight 0.43% 22,106 $4.2M Add +14.7%
NVDA Nvidia Corp. 0.43% 24,286 $4.2M Add +26.6%
META Meta Platforms Inc. Class A 0.42% 7,167 $4.1M Add +22.6%
ITA iShares U.S. Aerospace & Def 0.42% 18,738 $4.1M Add +5.6%
XLP SS Consumer Staples Sel Sect 0.39% 46,980 $3.9M Reduce -65.4%
SOXX iShares Semiconductor ETF 0.38% 11,309 $3.7M Add +0.1%
PBDC Putnam BDC Income ETF 0.35% 125,070 $3.4M Reduce -2.6%
KBE SS SPDR S&P Bank ETF 0.32% 53,022 $3.2M No change
MSTR Strategy Inc. 0.32% 25,127 $3.1M New
COMT iShares Gsci Commodity Dynam 0.32% 91,466 $3.1M Reduce -26.0%
IREN Iren Ltd. filed as IREN LIMITED 0.25% 72,845 $2.5M Add +144.2%
PDBC Invesco Optimum Yield Divers 0.24% 134,918 $2.3M Reduce -12.0%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.23% 21,128 $2.3M Add +1.3%
PPA Invesco Aerospace & Defense 0.23% 13,545 $2.2M No change
VDE Vanguard Energy ETF 0.22% 12,485 $2.2M Reduce -32.4%
COWZ Pacer US Cash Cows 100 ETF 0.22% 33,978 $2.1M Reduce -0.7%
JPM JPMorgan Chase & Co. 0.19% 6,365 $1.9M No change
SMH Vaneck Semiconductor ETF 0.19% 4,744 $1.8M Reduce -5.2%
BSV Vanguard Short-Term Bond ETF 0.18% 23,009 $1.8M Add +38.2%
BND Vanguard Total Bond Market 0.18% 24,498 $1.8M Add +12.5%
HELO JPMorgan Hedged Equity ETF 0.18% 27,287 $1.7M Reduce -8.4%
XBI SS SPDR S&P Biotech ETF 0.17% 13,189 $1.7M No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.17% 29,660 $1.6M Add +5.4%
SCHD Schwab US DVD Equity ETF 0.16% 51,788 $1.6M Reduce -62.6%
EMB iShares JP Morgan Usd Emergi 0.16% 16,788 $1.6M Reduce -1.5%
VTEB Vanguard Tax-Exempt Bond ETF 0.15% 30,273 $1.5M Reduce -7.8%
VTV Vanguard Mrngstr Val ETF-Aui 0.15% 7,697 $1.5M Add +9.8%
COMB Graniteshares Bcom Broad STR 0.15% 56,255 $1.5M No change
VFH Vanguard Financials ETF 0.15% 11,889 $1.4M No change
BRK.A Berkshire Hathaway Inc. Class A 0.15% 2 $1.4M No change
XAR SS SPDR S&P Aerospace Def 0.14% 5,340 $1.4M Reduce -1.0%
VTWO Vanguard Russell 2000 ETF 0.13% 12,804 $1.3M Reduce -5.4%
SSO Proshares Ultra S&P500 0.12% 23,134 $1.2M Add +0.0%
EEM iShares MSCI Emerging Market 0.12% 20,697 $1.2M No change
AVGO Broadcom Inc. 0.12% 3,796 $1.2M Add +123.7%
INTC Intel Corp. 0.12% 25,970 $1.1M Add +48.7%
EWU iShares MSCI United Kingdom 0.12% 25,000 $1.1M No change
VUG Vanguard Mrngstar GR ETF-Sui 0.11% 2,558 $1.1M Add +7.2%
CALF PCR US SM CP CSH CWS ETF-Usd 0.11% 24,817 $1.1M No change
RCL Royal Caribbean Cruises Ltd. 0.11% 3,939 $1.1M No change
GBTC Grayscale Bitcoin Trust ETF 0.11% 19,881 $1.0M No change
IVW iShares S&P 500 Growth ETF 0.11% 9,256 $1.0M Reduce -10.1%
IOO iShares Global 100 ETF 0.10% 8,254 $998K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.10% 2,087 $969K No change
SPXL Direxion Daily S&P 500 Bull 0.10% 5,230 $967K New
GS Goldman Sachs Group Inc. 0.10% 1,143 $967K No change
IJR iShares Core S&P Small-Cap E 0.10% 7,694 $956K Reduce -7.8%
IAU iShares Gold Trust 0.09% 10,497 $925K Add +18.3%
HWM Howmet Aerospace Inc. 0.09% 4,000 $922K Reduce -48.4%
ARKK ARK Innovation ETF 0.09% 13,472 $911K No change
VTI VG Morningstar TS MKT ETF-US 0.09% 2,771 $889K No change
AA Alcoa Corp. 0.09% 3,750 $864K New
IBB iShares Biotechnology ETF 0.09% 5,067 $856K No change
TQQQ Proshares Ultrapro QQQ 0.08% 19,604 $817K Add +204.6%
GRNY Fundstr Gran SH US LRG Cap 0.08% 34,050 $813K Reduce -5.7%
EFA iShares MSCI Eafe ETF 0.08% 7,986 $776K Add +32.3%
ACWI iShares MSCI Acwi ETF 0.08% 5,457 $755K No change
MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E 0.07% 30,413 $733K No change
FLBL Franklin Senior Loan ETF 0.07% 30,444 $700K Add +0.1%
WMT Walmart Inc. 0.07% 5,593 $695K No change
IGIB iShares 5-10Y Inv Grade Corp. 0.07% 12,301 $655K Add +61.5%
EUSA iShares MSCI USA Equal Weigh 0.07% 6,426 $654K No change
XT Ishar Fture Exp Tech ETF-Usd 0.07% 9,535 $650K No change
VOX Vanguard Communication Servi 0.07% 3,551 $639K No change
PWB Invesco Large Cap Growth ETF 0.06% 5,000 $630K No change
GTO Invesco Total Return Bond Et 0.06% 13,377 $626K Add +8.8%
PDEC Innovator U.S. Equity Power 0.06% 14,305 $608K No change
AMD Advanced Micro Devices 0.06% 2,983 $607K Add +36.0%
BABA Alibaba Group Holding-SP ADR 0.06% 4,812 $604K Reduce -1.5%
VGK Vanguard Ftse Europe ETF 0.06% 7,313 $603K Add +0.5%
OEF iShares S&P 100 ETF 0.06% 1,824 $580K No change
MU Micron Technology Inc. 0.06% 1,716 $580K New
VPL Vanguard Ftse Pacific ETF 0.06% 5,897 $576K No change
VCIT Vanguard Int-Term Corporate 0.06% 6,940 $574K No change
IFRA iShares US Infrastructure 0.06% 9,765 $559K Add +57.1%
MUB iShares National Muni Bond E 0.06% 5,164 $548K Add +5.5%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.05% 382 $505K No change
EIS iShares MSCI Israel ETF 0.05% 4,330 $502K Add +4.0%
VWO Vanguard Ftse Emerging Marke 0.05% 9,257 $500K Add +10.7%
JEPI JPMorgan Equity Premium Inco 0.05% 8,715 $494K Reduce -18.7%
VCR Vanguard Consumer Discre ETF 0.05% 1,375 $494K Add +7.8%
VWOB Vanguard Emerg MKTS Gov BND 0.05% 7,326 $481K No change
LIT Global X Lithium & Battery T 0.05% 6,450 $480K No change
PFF iShares Preferred & Income S 0.04% 14,064 $426K No change
C Citigroup Inc. 0.04% 3,734 $423K Add +21.1%
AAXJ iShares MSCI All Country Asi 0.04% 4,338 $418K Add +8.3%
IEF iShares 7-10 Year Treasury B 0.04% 4,032 $385K Add +0.0%
AMAT Applied Materials Inc. 0.04% 1,095 $374K New
GE General Electric filed as GE AEROSPACE 0.04% 1,308 $371K Add +0.5%
XLI SS Industrial Select Sector 0.04% 2,226 $360K Add +28.4%
BIL SS SPDR BB 1-3M T-Bill ETF 0.04% 3,928 $360K Reduce -9.3%
SLV iShares Silver Trust 0.04% 5,270 $359K Add +15.8%
PM Philip Morris International 0.04% 2,157 $357K Add +4.7%
TXN Texas Instruments Inc. 0.04% 1,790 $348K New
MAGS Roundhill Magnificent Seven 0.04% 5,937 $344K Add +15.3%
PFE Pfizer Inc. 0.03% 12,210 $343K New
IWF iShares Russell 1000 Growth 0.03% 784 $334K Reduce -38.3%
SPYV SS SPDR P S&P 500 Value ETF 0.03% 5,900 $334K No change
IMCB iShares Morningstar Mid-Cap 0.03% 4,000 $334K No change
IRE Defian Diy TT 2X Lo Iren ETF 0.03% 24,929 $325K New
ABBV Abbvie Inc. 0.03% 1,486 $323K Reduce -7.6%
MDY State Street SPDR S&P Midcap 0.03% 500 $308K No change
IVE iShares S&P 500 Value ETF 0.03% 1,460 $308K No change
CRM Salesforce Inc. 0.03% 1,645 $307K New
VHT Vanguard Health Care ETF 0.03% 1,125 $306K No change
XLB SS Materials Select Sector 0.03% 6,114 $306K Add +3.6%
CVX Chevron Corp. 0.03% 1,450 $300K Add +5.8%
SHOP Shopify Inc. Class A 0.03% 2,521 $299K Add +47.1%
GSG iShares S&P Gsci Commodity I 0.03% 9,000 $290K No change
COST Costco Wholesale Corp. 0.03% 287 $286K No change
VDC Vanguard Consumer Staple ETF 0.03% 1,268 $285K Reduce -10.6%
ETHA iShares Ethereum Trust ETF 0.03% 17,830 $282K Add +8.1%
PG The Procter & Gamble Co. 0.03% 1,919 $277K No change
XBJL Inn US Eq Acc 9 Buff July 0.03% 7,265 $276K No change
IVES Dan Wedbush AI Rev ETF 0.03% 9,375 $266K Reduce -15.0%
HD Home Depot Inc. 0.03% 803 $264K No change
URA Global X Uranium ETF 0.03% 5,450 $264K Add +1.7%
V Visa Inc. Class A 0.03% 871 $263K Reduce -2.4%
XOM Exxon Mobil Corp. 0.03% 1,484 $252K New
VEU Vanguard Ftse All-World Ex-U 0.03% 3,352 $252K Add +15.5%
HYD Vaneck High Yield Muni ETF 0.03% 4,985 $250K No change
CAT Caterpillar Inc. 0.02% 337 $239K New
FLOT iShares Floating Rate Bond E 0.02% 4,580 $233K No change
MA Mastercard Inc. Class A 0.02% 460 $230K Reduce -1.1%
KRE SS SPDR S&P Regional Bank 0.02% 3,300 $215K No change
PBW Invesco Wilderhill Clean Ene 0.02% 6,758 $213K No change
AMLP Alerian MLP ETF 0.02% 4,050 $213K New
MLPA Global X MLP ETF 0.02% 3,950 $213K New
APP AppLovin Corp. Class A 0.02% 531 $211K New
LLY Eli Lilly & Co. 0.02% 229 $211K Reduce -23.9%
ANET Arista Networks Inc. 0.02% 1,705 $209K New
BOND PIMCO Active Bond Exchange-T 0.02% 2,266 $209K Reduce -11.0%
CRWV Coreweave Inc. Class A 0.02% 2,680 $208K New
VIG Vanguard Dividend Apprec ETF 0.02% 964 $207K New
IWB iShares Russell 1000 ETF 0.02% 579 $206K No change
GEV GE Vernova Inc. 0.02% 235 $205K New
BMEZ BlackRock HLTH Sci TRM TR II 0.02% 14,240 $204K No change
VGSH Vanguard Short-Term Treasury 0.02% 3,431 $201K New
GLW Corning Inc. 0.02% 1,474 $200K New
UBER Uber Technologies Inc. 0.02% 2,786 $200K Reduce -0.0%
PATH Uipath Inc. Class A 0.02% 16,240 $180K Add +7.1%
PACB Pacific Biosciences of Calif 0.01% 50,000 $66K No change
XNROX Neu Re Est Sec Inc. FD Inc.-US 0.00% 12,238 $35K No change
LAB Standard Biotools Inc. 0.00% 12,210 $11K No change

Portfolio Sells Q4 2025 → Q1 2026
XLP SS Consumer Staples Sel Sect Reduce -65.4% 0.39% −0.67
SCHD Schwab US DVD Equity ETF Reduce -62.6% 0.16% −0.22
GOOG Alphabet Inc. Class C Reduce -3.8% 0.66% −0.08
HWM Howmet Aerospace Inc. Reduce -48.4% 0.09% −0.07
PBDC Putnam BDC Income ETF Reduce -2.6% 0.35% −0.04
IWD iShares Russell 1000 Value E Sold out 0.00% −0.04
VGT Vanguard Info Tech ETF Reduce -2.4% 0.46% −0.04
VEA Vanguard Ftse Developed ETF Sold out 0.00% −0.04
UNH Unitedhealth Group Inc. Sold out 0.00% −0.04
WGS Genedx Holdings Corp. Sold out 0.00% −0.03
IWF iShares Russell 1000 Growth Reduce -38.3% 0.03% −0.03
CIBR First Trust Nasdaq Cybersecu Sold out 0.00% −0.03
CRWD CrowdStrike Holdings Inc. Class A Sold out 0.00% −0.02
FDN First Trust DJ Internet Ind Sold out 0.00% −0.02
HELO JPMorgan Hedged Equity ETF Reduce -8.4% 0.18% −0.02
HOOD Robinhood Markets Inc. Class A Sold out 0.00% −0.02
IVW iShares S&P 500 Growth ETF Reduce -10.1% 0.11% −0.02
MS Morgan Stanley Sold out 0.00% −0.02
VDE Vanguard Energy ETF Reduce -32.4% 0.22% −0.01
VTEB Vanguard Tax-Exempt Bond ETF Reduce -7.8% 0.15% −0.01
JEPI JPMorgan Equity Premium Inco Reduce -18.7% 0.05% −0.01
LLY Eli Lilly & Co. Reduce -23.9% 0.02% −0.01
BABA Alibaba Group Holding-SP ADR Reduce -1.5% 0.06% −0.01
IVES Dan Wedbush AI Rev ETF Reduce -15.0% 0.03% −0.01
GRNY Fundstr Gran SH US LRG Cap Reduce -5.7% 0.08% −0.01
VTWO Vanguard Russell 2000 ETF Reduce -5.4% 0.13% −0.01
EMB iShares JP Morgan Usd Emergi Reduce -1.5% 0.16% −0.00
V Visa Inc. Class A Reduce -2.4% 0.03% −0.00
ABBV Abbvie Inc. Reduce -7.6% 0.03% −0.00
IJR iShares Core S&P Small-Cap E Reduce -7.8% 0.10% −0.00
MA Mastercard Inc. Class A Reduce -1.1% 0.02% −0.00
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -9.3% 0.04% −0.00
BOND PIMCO Active Bond Exchange-T Reduce -11.0% 0.02% −0.00
UBER Uber Technologies Inc. Reduce -0.0% 0.02% −0.00
VDC Vanguard Consumer Staple ETF Reduce -10.6% 0.03% −0.00
VS MEDIA HOLDINGS LTD. Sold out 0.00% −0.00
SMH Vaneck Semiconductor ETF Reduce -5.2% 0.19% +0.00
COMT iShares Gsci Commodity Dynam Reduce -26.0% 0.32% +0.00
XAR SS SPDR S&P Aerospace Def Reduce -1.0% 0.14% +0.01
COWZ Pacer US Cash Cows 100 ETF Reduce -0.7% 0.22% +0.01
PDBC Invesco Optimum Yield Divers Reduce -12.0% 0.24% +0.03
XLE SS Energy Select Sector Reduce -23.6% 0.61% +0.03

Portfolio Buys Q4 2025 → Q1 2026
GLD SPDR Gold Shares Add +14.6% 3.08% +0.63
XLY SS Consumer Disc Select Sect Add +104.2% 0.78% +0.37
INDA iShares MSCI India ETF Add +177.1% 0.60% +0.36
MSTR Strategy Inc. New 0.32% +0.32
PAVE Global X US Infrastructure Add +0.4% 3.14% +0.23
XLF SS Financial Select Sector Add +15.2% 3.35% +0.16
SHLD Global X Defense Tech ETF Add +1.2% 1.50% +0.16
XLC SS Comm Select Sector SPDR Add +11.8% 2.41% +0.14
IREN Iren Ltd. Add +144.2% 0.25% +0.14
XLU St Sr Utl SL SE SPDR ETF-Usd Add +7.2% 0.77% +0.11
SPXL Direxion Daily S&P 500 Bull New 0.10% +0.10
AA Alcoa Corp. New 0.09% +0.09
NLR Vaneck Urani & Nuclr ETF-Usd Add +3.1% 0.69% +0.07
NVDA Nvidia Corp. Add +26.6% 0.43% +0.07
AVGO Broadcom Inc. Add +123.7% 0.12% +0.06
RSP Invesco S&P 500 Equal Weight Add +14.7% 0.43% +0.06
MU Micron Technology Inc. New 0.06% +0.06
INTC Intel Corp. Add +48.7% 0.12% +0.05
BSV Vanguard Short-Term Bond ETF Add +38.2% 0.18% +0.05
TQQQ Proshares Ultrapro QQQ Add +204.6% 0.08% +0.05
IEMG iShares Core MSCI Emerging Add +3.1% 0.62% +0.05
VRP Invesco Variable Rate Prefer Add +4.6% 1.15% +0.05
VB Vanguard Most SM-Cap ETF-Usd Add +1.7% 0.98% +0.04
GOOGL Alphabet Inc. Class A Add +18.4% 0.45% +0.04
AMAT Applied Materials Inc. New 0.04% +0.04
SOXX iShares Semiconductor ETF Add +0.1% 0.38% +0.04
TXN Texas Instruments Inc. New 0.04% +0.04
PFE Pfizer Inc. New 0.03% +0.03
ITA iShares U.S. Aerospace & Def Add +5.6% 0.42% +0.03
IRE Defian Diy TT 2X Lo Iren ETF New 0.03% +0.03
CRM Salesforce Inc. New 0.03% +0.03
META Meta Platforms Inc. Class A Add +22.6% 0.42% +0.03
EZU iShares MSCI Eurozone ETF Add +2.8% 1.90% +0.03
XOM Exxon Mobil Corp. New 0.03% +0.03
IGIB iShares 5-10Y Inv Grade Corp. Add +61.5% 0.07% +0.03
CAT Caterpillar Inc. New 0.02% +0.02
IFRA iShares US Infrastructure Add +57.1% 0.06% +0.02
AMLP Alerian MLP ETF New 0.02% +0.02
MLPA Global X MLP ETF New 0.02% +0.02
IAU iShares Gold Trust Add +18.3% 0.09% +0.02
APP AppLovin Corp. Class A New 0.02% +0.02
ANET Arista Networks Inc. New 0.02% +0.02
CRWV Coreweave Inc. Class A New 0.02% +0.02
BND Vanguard Total Bond Market Add +12.5% 0.18% +0.02
VIG Vanguard Dividend Apprec ETF New 0.02% +0.02
GEV GE Vernova Inc. New 0.02% +0.02
EFA iShares MSCI Eafe ETF Add +32.3% 0.08% +0.02
VGSH Vanguard Short-Term Treasury New 0.02% +0.02
GLW Corning Inc. New 0.02% +0.02
IWM iShares Russell 2000 ETF Add +1.5% 0.61% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 181$854.9MSPY, XLK, XLF, PAVE, QQQ
Q1 2026 176$981.5MAAPL, SPY, XLK, XLF, PAVE
Q4 2025 166$992.2MAAPL, SPY, XLK, XLF, PAVE
Q3 2025 165$744.7MSPY, XLK, XLF, PAVE, QQQ
Q2 2025 170$683.0MSPY, XLK, XLF, PAVE, QQQ
Q1 2025 149$599.0MSPY, XLK, XLF, PAVE, AMZN
Q4 2024 143$597.8MSPY, XLK, PAVE, XLF, AMZN
Q3 2024 131$554.3MSPY, XLK, PAVE, XLF, AMZN
Q2 2024 135$513.2MSPY, XLK, PAVE, XLF, AMZN
Q1 2024 134$522.1MSPY, XLK, PAVE, XLF, AMZN