Latest Evolution Wealth Advisors, LLC Stock Portfolio

Evolution Wealth Advisors, LLC Performance:

2025 Q4: -4.51%YTD: 10.24%2024: 16.05%

Performance for 2025 Q4 is -4.51%, and YTD is 10.24%, and 2024 is 16.05%.

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

In it's latest 13F Holdings report, Evolution Wealth Advisors, LLC reported an equity portfolio of $992.2 Millions as of 31 Dec, 2025.

The top stock holdings of Evolution Wealth Advisors, LLC are AAPL, SPY, XLB. The fund has invested 25.7% of it's portfolio in APPLE INC and 18.2% of portfolio in SPDR S&P 500 ETF TR.

The fund managers got completely rid off SALESFORCE INC (CRM), BLACKSTONE SECD LENDING FD and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), VANGUARD WORLD FD (VAW) and J P MORGAN EXCHANGE TRADED F (BBAX). Evolution Wealth Advisors, LLC opened new stock positions in VANECK ETF TRUST (AFK), GRAYSCALE BITCOIN TRUST ETF and ISHARES INC (ACWV). The fund showed a lot of confidence in some stocks as they added substantially to APPLE INC (AAPL), SELECT SECTOR SPDR TR (XLB) and PROSHARES TR (BIB).

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

Our best estimate is that Evolution Wealth Advisors, LLC made a return of -4.51% in the last quarter. In trailing 12 months, it's portfolio return was 10.24%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vaneck etf trust	6,154,230
grayscale bitcoin trust etf	1,359,060
ishares inc	458,275
proshares tr	339,306
ishares tr	327,033
ishares silver tr	293,111
uipath inc	248,472
ishares s&p gsci commodity-	207,540

New stocks bought by Evolution Wealth Advisors, LLC

Additions

Ticker	% Inc.
apple inc	1,794
select sector spdr tr	104
proshares tr	100
select sector spdr tr	100
select sector spdr tr	100
select sector spdr tr	82.58
select sector spdr tr	54.24
ishares tr	39.06

Additions to existing portfolio by Evolution Wealth Advisors, LLC

Reductions

Ticker	% Reduced
ishares tr	-93.72
vanguard world fd	-64.3
j p morgan exchange traded f	-42.57
pimco etf tr	-19.74
ishares ethereum tr	-18.46
morgan stanley	-17.95
ishares tr	-17.76
ishares bitcoin trust etf	-16.15

Evolution Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
salesforce inc	-2,986,460
blackstone secd lending fd	-277,124
nuveen pfd & income opportun	-83,328
ishares tr	-234,755
ishares tr	-271,279
vanguard index fds	-268,775
starbucks corp	-245,932
disney walt co	-200,032

Evolution Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Evolution Wealth Advisors, LLC has about 65.6% of it's holdings in Others sector.

Sector	%
Others	65.6
Technology	28.6
Consumer Cyclical	3
Communication Services	1.6

Market Cap. Distribution

Evolution Wealth Advisors, LLC has about 34.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	65.6
MEGA-CAP	32.5
LARGE-CAP	1.6

Stocks belong to which Index?

About 33% of the stocks held by Evolution Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	66.7
S&P 500	33

Top 5 Winners (%)		%
PACB	pacific biosciences calif in	46.1 %
LLY	eli lilly & co	40.1 %
AMD	advanced micro devices inc	31.6 %
GOOG	alphabet inc	28.7 %
GOOG	alphabet inc	28.2 %

Top 5 Winners ($)		$
AAPL	apple inc	8.5 M
SPY	spdr s&p 500 etf tr	4.1 M
GLD	spdr gold tr	2.5 M
XLB	select sector spdr tr	1.7 M
GOOG	alphabet inc	1.7 M

Top 5 Losers (%)		%
XLB	select sector spdr tr	-45.1 %
XLB	select sector spdr tr	-44.7 %
XLB	select sector spdr tr	-42.8 %
XLB	select sector spdr tr	-42.3 %
XLB	select sector spdr tr	-41.8 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-52.3 M
XLB	select sector spdr tr	-5.3 M
XLB	select sector spdr tr	-4.7 M
XLB	select sector spdr tr	-3.1 M
	ishares bitcoin trust etf	-2.5 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 164 stocks in it's portfolio. About 68.9% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Evolution Wealth Advisors, LLC last quarter.

Last Reported on: 12 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	25.71	938,352	255,100,000	added	1,794

AAXJ	ishares tr	0.38	17,748	3,810,320	reduced	-7.84

AAXJ	ishares tr	0.16	17,045	1,641,110	added	7.3

AAXJ	ishares tr	0.08	5,457	772,165	added	0.17

AAXJ	ishares tr	0.05	4,897	524,518	unchanged	0.00

AAXJ	ishares tr	0.04	14,064	435,442	unchanged	0.00

AAXJ	ishares tr	0.04	7,619	410,517	added	0.01

AAXJ	ishares tr	0.04	4,004	372,914	reduced	-93.72

AAXJ	ishares tr	0.03	4,000	330,920	unchanged	0.00

ABBV	abbvie inc	0.04	1,609	367,702	added	0.81

ACSI	tidal trust i	0.09	36,090	893,588	reduced	-2.27

ACWF	ishares tr	0.07	9,535	664,971	unchanged	0.00

ACWV	ishares inc	1.88	290,221	18,603,400	added	2.29

ACWV	ishares inc	0.07	6,426	664,256	unchanged	0.00

ACWV	ishares inc	0.05	4,165	458,275	new

AFK	vaneck etf trust	0.62	49,551	6,154,230	new

AFK	vaneck etf trust	0.18	5,004	1,802,090	reduced	-3.58

AFTY	pacer fds tr	0.21	34,208	2,058,540	unchanged	0.00

AFTY	pacer fds tr	0.11	24,817	1,101,230	reduced	-4.1

AGNG	global x fds	2.91	603,680	28,849,900	reduced	-0.03