Evolution Wealth Advisors, LLC

13F filer · CIK 0001763121

Reported Jul 29, 2026

Net seller this quarter

13F portfolio value$855MU.S. long equity reported on 13F

Positions8015 new · 10 closed

Net flow last quarter-$251MBuys minus sells

Top 10 positions weight40.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 202680 positions
SPYSPDR S&P 500 ETF Trust	$211M	24.68%	Not reported	+4.1%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$34.1M	3.98%	Not reported	+2.4%	Q4 2018
GLDSPDR Gold Trust	$26.5M	3.10%	0.02%	+2.3%	Q4 2018
AMZNAmazon Com Inc	$22.6M	2.64%	0.00%	-4.4%	Q4 2018
SHLDSears Holdings Corp	$13.1M	1.54%	0.20%	+5.7%	Q4 2018
AAPLApple Inc.	$9.53M	1.12%	0.00%	-96.5%	Q4 2018
BRK.BBerkshire Hathaway Inc	$9.28M	1.09%	Not reported	+13.2%	Q4 2018
GOOGAlphabet Inc.	$7.94M	0.93%	Not reported	-1.1%	Q4 2018
PLTRPalantir Technologies Inc.	$6.6M	0.77%	0.00%	+1.0%	Q4 2020
IBITiShares Bitcoin Trust ETF	$6.18M	0.72%	0.01%	+12.1%	Q2 2024
MSFTMicrosoft Corp	$5.97M	0.70%	0.00%	-25.2%	Q4 2018
GOOGLAlphabet Inc.	$5.64M	0.66%	0.00%	+1.7%	Q4 2018
IRENIREN Ltd	$4.67M	0.55%	0.03%	+40.0%	Q3 2024
NVDANvidia Corp	$4.45M	0.52%	0.00%	-8.5%	Q4 2018
TSLATesla, Inc.	$4.03M	0.47%	0.00%	-19.3%	Q3 2019
METAMeta Platforms, Inc.	$4.02M	0.47%	Not reported	-0.5%	Q4 2018
INTCIntel Corp	$3.46M	0.40%	0.00%	-4.6%	Q2 2019
SMHMarket Vectors ETF Trust	$2.98M	0.35%	Not reported	-4.1%	Q2 2023
COMTChina Sky One Medical, Inc.	$2.8M	0.33%	0.54%	+0.8%	Q1 2022
MSTRStrategy Inc	$2.18M	0.26%	Not reported	Not reported	Q1 2026
BSVNBank7 Corp.	$2.11M	0.25%	0.29%	+18.0%	Q4 2018
AMDAdvanced Micro Devices Inc	$1.96M	0.23%	0.00%	+13.2%	Q4 2018
JPMJPMorgan Chase & Co	$1.9M	0.22%	0.00%	-8.8%	Q4 2018
AVGOBroadcom Inc.	$1.8M	0.21%	0.00%	+25.7%	Q2 2019
BRK.ABerkshire Hathaway Inc	$1.5M	0.18%	Not reported	Not reported	Q4 2018
MUMicron Technology Inc	$1.47M	0.17%	0.00%	-25.8%	Q1 2019
COMBCommunity Bancshares Inc	$1.35M	0.16%	Not reported	Not reported	Q4 2023
GSGoldman Sachs Group Inc	$1.16M	0.14%	0.00%	Not reported	Q4 2018
HWMHowmet Aerospace Inc.	$1.08M	0.13%	0.00%	Not reported	Q1 2025
BACBank of America Corp	$1.07M	0.13%	0.00%	+803.6%	Q2 2019
UNHUnitedhealth Group Inc	$1.07M	0.13%	0.00%	Not reported	Q4 2018
AMATApplied Materials Inc	$897K	0.10%	0.00%	+13.3%	Q2 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$884K	0.10%	0.00%	Not reported	Q4 2018
IAUIshares Gold Trust	$845K	0.10%	0.00%	+6.6%	Q4 2018
ASMLAsml Holding NV	$750K	0.09%	0.00%	-1.3%	Q4 2019
VPLInvesco Pennsylvania Value Municipal Income Trust	$682K	0.08%	Not reported	Not reported	Q4 2019
WMTWalmart Inc.	$667K	0.08%	0.00%	+5.4%	Q2 2019
PDECPetals Decorative Accents, Inc.	$656K	0.08%	Not reported	Not reported	Q1 2022
IREGovernor & Co of the Bank of Ireland	$644K	0.08%	Not reported	+54.6%	Q1 2026
UBERUber Technologies, Inc	$576K	0.07%	0.00%	+186.6%	Q3 2019
EISItt Educational Services Inc	$523K	0.06%	0.02%	Not reported	Q4 2025
SNDKSandisk Corp	$518K	0.06%	0.00%	New	Q2 2026
CCitigroup Inc	$517K	0.06%	0.00%	-1.0%	Q4 2018
GBTCGrayscale Bitcoin Trust ETF	$512K	0.06%	0.01%	-43.4%	Q4 2025
TXNTexas Instruments Inc	$400K	0.05%	0.00%	-25.1%	Q4 2018
CRWVCoreWeave, Inc.	$396K	0.05%	Not reported	+48.5%	Q1 2026
ABBVAbbVie Inc.	$376K	0.04%	0.00%	+0.6%	Q2 2019
PMPhilip Morris International Inc.	$369K	0.04%	0.00%	-5.6%	Q2 2019
BABAAlibaba Group Holding Ltd	$366K	0.04%	0.00%	-20.8%	Q4 2018
SHOPShopify Inc.	$360K	0.04%	0.00%	+25.2%	Q4 2018

Q1 2026Reported May 8, 202675 positions
AAPLApple Inc.	$239M	24.32%	0.01%	+0.2%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$176M	17.98%	Not reported	+2.6%	Q4 2018
GLDSPDR Gold Trust	$30.2M	3.08%	0.02%	+14.6%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$26.1M	2.66%	Not reported	+0.8%	Q4 2018
AMZNAmazon Com Inc	$20.7M	2.10%	0.00%	+2.0%	Q4 2018
SHLDSears Holdings Corp	$14.8M	1.50%	0.19%	+1.2%	Q4 2018
PLTRPalantir Technologies Inc.	$8.19M	0.83%	0.00%	+3.0%	Q4 2020
MSFTMicrosoft Corp	$7.92M	0.81%	0.00%	+14.1%	Q4 2018
BRK.BBerkshire Hathaway Inc	$7.86M	0.80%	Not reported	+3.1%	Q4 2018
GOOGAlphabet Inc.	$6.52M	0.66%	Not reported	-3.8%	Q4 2018
IBITiShares Bitcoin Trust ETF	$6.36M	0.65%	0.01%	+11.4%	Q2 2024
GOOGLAlphabet Inc.	$4.46M	0.45%	0.00%	+18.4%	Q4 2018
TSLATesla, Inc.	$4.41M	0.45%	0.00%	+0.5%	Q3 2019
NVDANvidia Corp	$4.24M	0.43%	0.00%	+26.6%	Q4 2018
METAMeta Platforms, Inc.	$4.1M	0.42%	Not reported	+22.6%	Q4 2018
MSTRStrategy Inc	$3.14M	0.32%	Not reported	New	Q1 2026
COMTChina Sky One Medical, Inc.	$3.09M	0.32%	0.54%	-26.0%	Q1 2022
IRENIREN Ltd	$2.5M	0.25%	0.02%	+144.2%	Q3 2024
JPMJPMorgan Chase & Co	$1.87M	0.19%	0.00%	Not reported	Q4 2018
SMHMarket Vectors ETF Trust	$1.82M	0.19%	Not reported	-5.2%	Q2 2023
BSVNBank7 Corp.	$1.8M	0.18%	0.24%	+38.2%	Q4 2018
COMBCommunity Bancshares Inc	$1.48M	0.15%	Not reported	Not reported	Q4 2023
BRK.ABerkshire Hathaway Inc	$1.44M	0.15%	Not reported	Not reported	Q4 2018
AVGOBroadcom Inc.	$1.17M	0.12%	0.00%	+123.7%	Q2 2019
INTCIntel Corp	$1.15M	0.12%	0.00%	+48.7%	Q2 2019
RCLRoyal Caribbean Cruises Ltd	$1.08M	0.11%	0.00%	Not reported	Q2 2019
GBTCGrayscale Bitcoin Trust ETF	$1.05M	0.11%	0.01%	Not reported	Q4 2025
BACBank of America Corp	$969K	0.10%	0.00%	Not reported	Q2 2019
GSGoldman Sachs Group Inc	$967K	0.10%	0.00%	Not reported	Q4 2018
IAUIshares Gold Trust	$925K	0.09%	0.00%	+18.3%	Q4 2018
HWMHowmet Aerospace Inc.	$922K	0.09%	0.00%	-48.4%	Q1 2025
AAAlcoa Corp	$864K	0.09%	0.00%	New	Q1 2026
WMTWalmart Inc.	$695K	0.07%	0.00%	Not reported	Q2 2019
PDECPetals Decorative Accents, Inc.	$608K	0.06%	Not reported	Not reported	Q1 2022
AMDAdvanced Micro Devices Inc	$607K	0.06%	0.00%	+36.0%	Q4 2018
BABAAlibaba Group Holding Ltd	$604K	0.06%	0.00%	-1.5%	Q4 2018
MUMicron Technology Inc	$580K	0.06%	0.00%	Not reported	Q1 2019
VPLInvesco Pennsylvania Value Municipal Income Trust	$576K	0.06%	Not reported	Not reported	Q4 2019
ASMLAsml Holding NV	$505K	0.05%	0.00%	Not reported	Q4 2019
EISItt Educational Services Inc	$502K	0.05%	0.02%	+4.0%	Q4 2025
CCitigroup Inc	$423K	0.04%	0.00%	+21.1%	Q4 2018
AMATApplied Materials Inc	$374K	0.04%	0.00%	Not reported	Q2 2019
GEGeneral Electric Co	$371K	0.04%	0.00%	+0.5%	Q3 2021
SLViShares Silver Trust	$359K	0.04%	0.00%	+15.8%	Q1 2021
PMPhilip Morris International Inc.	$357K	0.04%	0.00%	+4.7%	Q2 2019
TXNTexas Instruments Inc	$348K	0.04%	0.00%	Not reported	Q4 2018
PFEPfizer Inc	$343K	0.03%	0.00%	Not reported	Q2 2019
IMCBIntermountain Community Bancorp	$334K	0.03%	0.00%	Not reported	Q1 2024
IREGovernor & Co of the Bank of Ireland	$325K	0.03%	Not reported	New	Q1 2026
ABBVAbbVie Inc.	$323K	0.03%	0.00%	-7.6%	Q2 2019

Q4 2025Reported Jan 12, 202666 positions
AAPLApple Inc.	$255M	25.71%	0.01%	+1794.7%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$180M	18.18%	Not reported	+1.4%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$27.5M	2.77%	Not reported	-0.2%	Q4 2018
GLDSPDR Gold Trust	$24.3M	2.45%	0.02%	+1.2%	Q4 2018
AMZNAmazon Com Inc	$22.4M	2.26%	0.00%	-0.1%	Q4 2018
SHLDSears Holdings Corp	$13.3M	1.34%	0.19%	+1.4%	Q4 2018
PLTRPalantir Technologies Inc.	$9.67M	0.97%	0.00%	-2.4%	Q4 2020
MSFTMicrosoft Corp	$9.07M	0.91%	0.00%	+1.2%	Q4 2018
BRK.BBerkshire Hathaway Inc	$7.99M	0.81%	Not reported	-0.8%	Q4 2018
GOOGAlphabet Inc.	$7.42M	0.75%	Not reported	-4.5%	Q4 2018
IBITiShares Bitcoin Trust ETF	$7.38M	0.74%	0.01%	-16.2%	Q2 2024
TSLATesla, Inc.	$5.31M	0.54%	0.00%	-3.2%	Q3 2019
GOOGLAlphabet Inc.	$4.1M	0.41%	0.00%	-0.6%	Q4 2018
METAMeta Platforms, Inc.	$3.86M	0.39%	Not reported	-12.5%	Q4 2018
NVDANvidia Corp	$3.58M	0.36%	0.00%	-15.7%	Q4 2018
COMTChina Sky One Medical, Inc.	$3.08M	0.31%	0.73%	-12.7%	Q1 2022
JPMJPMorgan Chase & Co	$2.05M	0.21%	0.00%	-2.1%	Q4 2018
SMHMarket Vectors ETF Trust	$1.8M	0.18%	Not reported	-3.6%	Q2 2023
HWMHowmet Aerospace Inc.	$1.59M	0.16%	0.00%	-11.4%	Q1 2025
BRK.ABerkshire Hathaway Inc	$1.51M	0.15%	Not reported	Not reported	Q4 2018
GBTCGrayscale Bitcoin Trust ETF	$1.36M	0.14%	0.01%	New	Q4 2025
BSVNBank7 Corp.	$1.31M	0.13%	0.18%	+22.0%	Q4 2018
COMBCommunity Bancshares Inc	$1.19M	0.12%	Not reported	-1.5%	Q4 2023
IRENIREN Ltd	$1.13M	0.11%	0.01%	+20.3%	Q3 2024
RCLRoyal Caribbean Cruises Ltd	$1.1M	0.11%	0.00%	0.0%	Q2 2019
BACBank of America Corp	$1.09M	0.11%	0.00%	Not reported	Q2 2019
GSGoldman Sachs Group Inc	$1M	0.10%	0.00%	-12.3%	Q4 2018
IAUIshares Gold Trust	$721K	0.07%	0.00%	0.0%	Q4 2018
BABAAlibaba Group Holding Ltd	$716K	0.07%	0.00%	-4.1%	Q4 2018
INTCIntel Corp	$645K	0.06%	0.00%	Not reported	Q2 2019
WMTWalmart Inc.	$623K	0.06%	0.00%	Not reported	Q2 2019
PDECPetals Decorative Accents, Inc.	$621K	0.06%	Not reported	Not reported	Q1 2022
AVGOBroadcom Inc.	$587K	0.06%	0.00%	+10.9%	Q2 2019
VPLInvesco Pennsylvania Value Municipal Income Trust	$533K	0.05%	Not reported	Not reported	Q4 2019
AMDAdvanced Micro Devices Inc	$470K	0.05%	0.00%	+3.8%	Q4 2018
EISItt Educational Services Inc	$458K	0.05%	0.02%	New	Q4 2025
ASMLAsml Holding NV	$409K	0.04%	0.00%	+29.9%	Q4 2019
GEGeneral Electric Co	$401K	0.04%	0.00%	Not reported	Q3 2021
UNHUnitedhealth Group Inc	$381K	0.04%	0.00%	-0.9%	Q4 2018
ETHAiShares Ethereum Trust ETF	$370K	0.04%	0.00%	-18.5%	Q3 2025
ABBVAbbVie Inc.	$368K	0.04%	0.00%	+0.8%	Q2 2019
CCitigroup Inc	$360K	0.04%	0.00%	+0.4%	Q4 2018
WGSGeneDx Holdings Corp.	$342K	0.03%	0.01%	Not reported	Q1 2023
IMCBIntermountain Community Bancorp	$331K	0.03%	0.00%	Not reported	Q1 2024
PMPhilip Morris International Inc.	$331K	0.03%	0.00%	-0.1%	Q2 2019
LLYELI LILLY & Co	$323K	0.03%	0.00%	-3.5%	Q2 2019
VVisa Inc.	$313K	0.03%	0.00%	-15.4%	Q4 2018
MDYSPDR S&P Midcap 400 ETF Trust	$302K	0.03%	Not reported	-16.0%	Q3 2020
SLViShares Silver Trust	$293K	0.03%	0.00%	Not reported	Q1 2021
HDHome Depot, Inc.	$276K	0.03%	0.00%	Not reported	Q4 2018

Q3 2025Reported Oct 28, 202566 positions
SPYSPDR S&P 500 ETF Trust	$174M	23.33%	Not reported	+1.2%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$26.9M	3.62%	Not reported	-4.7%	Q4 2018
GLDSPDR Gold Trust	$21.5M	2.89%	0.02%	+3.5%	Q4 2018
AMZNAmazon Com Inc	$21.4M	2.87%	0.00%	-5.6%	Q4 2018
SHLDSears Holdings Corp	$14.3M	1.92%	0.19%	+608.9%	Q4 2018
AAPLApple Inc.	$12.6M	1.69%	0.00%	-1.3%	Q4 2018
IBITiShares Bitcoin Trust ETF	$11.5M	1.55%	0.01%	-4.2%	Q2 2024
PLTRPalantir Technologies Inc.	$10.2M	1.37%	0.00%	-7.3%	Q4 2020
MSFTMicrosoft Corp	$9.6M	1.29%	0.00%	+0.9%	Q4 2018
BRK.BBerkshire Hathaway Inc	$8.06M	1.08%	Not reported	+0.1%	Q4 2018
GOOGAlphabet Inc.	$6.02M	0.81%	Not reported	-60.6%	Q4 2018
TSLATesla, Inc.	$5.43M	0.73%	0.00%	-9.1%	Q3 2019
METAMeta Platforms, Inc.	$4.91M	0.66%	Not reported	-7.0%	Q4 2018
NVDANvidia Corp	$4.24M	0.57%	0.00%	-2.7%	Q4 2018
COMTChina Sky One Medical, Inc.	$3.8M	0.51%	0.84%	-8.7%	Q1 2022
GOOGLAlphabet Inc.	$3.2M	0.43%	0.00%	-16.2%	Q4 2018
CRMSalesforce, Inc.	$2.99M	0.40%	0.00%	+0.1%	Q4 2018
JPMJPMorgan Chase & Co	$2.05M	0.28%	0.00%	Not reported	Q4 2018
HWMHowmet Aerospace Inc.	$1.72M	0.23%	0.00%	+6.1%	Q1 2025
SMHMarket Vectors ETF Trust	$1.69M	0.23%	Not reported	+2.0%	Q2 2023
BRK.ABerkshire Hathaway Inc	$1.51M	0.20%	Not reported	Not reported	Q4 2018
RCLRoyal Caribbean Cruises Ltd	$1.27M	0.17%	0.00%	-0.3%	Q2 2019
COMBCommunity Bancshares Inc	$1.25M	0.17%	Not reported	-0.4%	Q4 2023
IRENIREN Ltd	$1.16M	0.16%	Not reported	-80.7%	Q3 2024
BSVNBank7 Corp.	$1.08M	0.14%	0.14%	+11.4%	Q4 2018
GSGoldman Sachs Group Inc	$1.04M	0.14%	0.00%	Not reported	Q4 2018
BACBank of America Corp	$1.03M	0.14%	0.00%	Not reported	Q2 2019
BABAAlibaba Group Holding Ltd	$910K	0.12%	0.00%	+1.5%	Q4 2018
IAUIshares Gold Trust	$646K	0.09%	0.00%	+1.5%	Q4 2018
ETHAiShares Ethereum Trust ETF	$638K	0.09%	0.01%	New	Q3 2025
PDECPetals Decorative Accents, Inc.	$601K	0.08%	Not reported	Not reported	Q1 2022
INTCIntel Corp	$586K	0.08%	0.00%	+26.4%	Q2 2019
WMTWalmart Inc.	$576K	0.08%	0.00%	-1.8%	Q2 2019
VPLInvesco Pennsylvania Value Municipal Income Trust	$518K	0.07%	Not reported	Not reported	Q4 2019
AVGOBroadcom Inc.	$505K	0.07%	0.00%	-1.0%	Q2 2019
UNHUnitedhealth Group Inc	$402K	0.05%	0.00%	+7.6%	Q4 2018
GEGeneral Electric Co	$392K	0.05%	0.00%	Not reported	Q3 2021
ABBVAbbVie Inc.	$370K	0.05%	0.00%	-2.3%	Q2 2019
VVisa Inc.	$360K	0.05%	0.00%	-0.1%	Q4 2018
MDYSPDR S&P Midcap 400 ETF Trust	$355K	0.05%	Not reported	Not reported	Q3 2020
AMDAdvanced Micro Devices Inc	$342K	0.05%	0.00%	+8.5%	Q4 2018
PMPhilip Morris International Inc.	$334K	0.04%	0.00%	Not reported	Q2 2019
IMCBIntermountain Community Bancorp	$332K	0.04%	0.00%	Not reported	Q1 2024
HDHome Depot, Inc.	$325K	0.04%	0.00%	Not reported	Q4 2018
CCitigroup Inc	$312K	0.04%	0.00%	Not reported	Q4 2018
PGPROCTER & GAMBLE Co	$295K	0.04%	0.00%	Not reported	Q4 2018
ASMLAsml Holding NV	$285K	0.04%	0.00%	Not reported	Q4 2019
WGSGeneDx Holdings Corp.	$284K	0.04%	0.01%	Not reported	Q1 2023
BXSLBlackstone Secured Lending Fund	$277K	0.04%	0.00%	-13.5%	Q4 2024
COSTCostco Wholesale Corp	$266K	0.04%	0.00%	-8.6%	Q4 2018

Premium opens every quarter this fund has filed