Evolution Wealth Advisors, LLC
CIK 1763121
13F filing for Q2 2026・No. 2,844
- Holdings
- US$854.95M
- Quarter change
- −US$126.55M
- Entries
- 181
- Net bought (estimate)
- −US$255.83M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 22
- Sold out 17
- Cut 58
- Added 59
- Corporate actions 0
- Unchanged 42
Largest holdings
181 stocks worth US$854.95M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 282,543 | US$210.99M | 24.68% |
| SELECT SECTOR SPDR TRST STR TECHN ETF | Added | 517,308 | US$98.56M | 11.53% |
| XLFSELECT SECTOR SPDR TRST STR FINL ETF | Added | 676,267 | US$36.25M | 4.24% |
| GLOBAL X FDSUS INFR DEV ETF | Added | 609,894 | US$35.93M | 4.20% |
| QQQInvesco QQQUNIT SER 1 | Added | 46,255 | US$34.06M | 3.98% |
| GLDSPDR GOLD TRGOLD SHS | Added | 71,878 | US$26.48M | 3.10% |
| SELECT SECTOR SPDR TRST STR SVC ETF | Added | 214,679 | US$23M | 2.69% |
| AMZNAmazonCOM | Cut | 94,877 | US$22.61M | 2.64% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 32,873 | US$22.58M | 2.64% |
| SELECT SECTOR SPDR TRST STR CARE ETF | Cut | 85,624 | US$13.59M | 1.59% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.