Grufity logo
Grufity logo

Latest Evolution Wealth Advisors, LLC Stock Portfolio

$981Million– No. of Holdings #174

Evolution Wealth Advisors, LLC Performance:
2026 Q1: -4.12%YTD: -4.12%2025: 24.97%
Performance for 2026 Q1 is -4.12%, and YTD is -4.12%, and 2025 is 24.97%.

About Evolution Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Evolution Wealth Advisors, LLC reported an equity portfolio of $981.5 Millions as of 31 Mar, 2026.

The top stock holdings of Evolution Wealth Advisors, LLC are AAPL, SPY, XLB. The fund has invested 24.3% of it's portfolio in APPLE INC and 18% of portfolio in STATE STR SPDR S&P 500 ETF T.

The fund managers got completely rid off ISHARES TR (IJR), VANGUARD TAX-MANAGED FDS (VEA) and UNITEDHEALTH GROUP INC (UNH) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), SCHWAB STRATEGIC TR (FNDA) and HOWMET AEROSPACE INC (HWM). Evolution Wealth Advisors, LLC opened new stock positions in STRATEGY INC (MSTR), DIREXION SHARES ETF TRUST (DRN) and ALCOA CORP (AA). The fund showed a lot of confidence in some stocks as they added substantially to PROSHARES TR (EET), ISHARES TR (AMPS) and IREN LIMITED (IREN).
Evolution Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 08 May, 2026

Evolution Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Evolution Wealth Advisors, LLC made a return of -4.12% in the last quarter. In trailing 12 months, it's portfolio return was 24.36%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
strategy inc3,135,850
direxion shares etf trust966,975
alcoa corp864,225
micron technology inc579,733
applied matls inc374,260
texas instrs inc347,511
pfizer inc342,857
tidal trust ii325,323
New stocks bought by Evolution Wealth Advisors, LLC

Additions

Ticker% Inc.
proshares tr204
ishares tr177
iren limited144
broadcom inc123
select sector spdr tr104
ishares tr61.45
ishares tr57.12
intel corp48.68
Additions to existing portfolio by Evolution Wealth Advisors, LLC

Reductions

Ticker% Reduced
select sector spdr tr-65.42
schwab strategic tr-62.58
howmet aerospace inc-48.39
ishares tr-38.27
vanguard world fd-32.38
ishares u s etf tr-26.04
eli lilly & co-23.92
select sector spdr tr-23.56
Evolution Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
vs media holdings ltd.-4,326
vanguard tax-managed fds-419,736
first tr exchange traded fd-258,292
genedx holdings corp-342,318
ishares tr-441,293
robinhood mkts inc-216,700
morgan stanley-209,308
unitedhealth group inc-380,947
Evolution Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Evolution Wealth Advisors, LLC has about 66.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Communication Services
Sector%
Others66.4
Technology27.6
Consumer Cyclical2.7
Communication Services1.6

Market Cap. Distribution

Evolution Wealth Advisors, LLC has about 32.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED66.4
MEGA-CAP32.1

Stocks belong to which Index?

About 31.6% of the stocks held by Evolution Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others67.4
S&P 50031.6
Top 5 Winners (%)%
GSG
ishares s&p gsci commodity-
39.9 %
CVX
chevron corporation
34.4 %
XLB
select sector spdr tr
32.7 %
VAW
vanguard world fd
31.4 %
CCRV
ishares u s etf tr
31.1 %
Top 5 Winners ($)$
GLD
spdr gold tr
2.2 M
XLB
select sector spdr tr
1.9 M
AGNG
global x fds
1.8 M
BITS
global x fds
1.3 M
CCRV
ishares u s etf tr
1.0 M
Top 5 Losers (%)%
PATH
uipath inc
-31.5 %
PACB
pacific biosciences calif in
-29.4 %
ishares ethereum tr
-28.6 %
LAB
standard biotools inc
-28.2 %
SHOP
shopify inc
-23.1 %
Top 5 Losers ($)$
AAPL
apple inc
-17.0 M
SPY
state str spdr s&p 500 etf t
-8.5 M
XLB
select sector spdr tr
-5.6 M
XLB
select sector spdr tr
-3.4 M
MSFT
microsoft corp
-2.3 M

Evolution Wealth Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Evolution Wealth Advisors, LLC

Evolution Wealth Advisors, LLC has 174 stocks in it's portfolio. About 67.9% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. GLD was the most profitable stock for Evolution Wealth Advisors, LLC last quarter.

Last Reported on: 08 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions