Evolution Wealth Advisors, LLC

CIK

1763121

Location

AVENTURA, FL

Portfolio Value

Small $565,919,585

Diversification

Highly concentrated

Filing Date

Global Rank

#2,434 / 8,603 ▲ 13 · as of Mar 2026

Top Industry

Consumer Electronics 73.8%

3Y Alpha vs SPY

+7.7%

Period ended 3 months ago

Filed May 8, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+111.2%

SPY

+76.0%

Annualised alpha

+7.6%

Max drawdown

−19.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

62 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

42.2%

−1.8 pts

Top 5

87.0%

−0.9 pts

Top 10

93.1%

−1.6 pts

HHI

2,824

Highly concentrated−143

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	47.4%	$268,488,672	19
Unclassified	42.8%	$242,332,837	10
Consumer Cyclical	4.8%	$27,024,220	5
Financial Services	2.6%	$14,449,014	10
Communication Services	1.5%	$8,770,410	3
Industrials	0.3%	$1,736,893	4
Consumer Defensive	0.3%	$1,614,891	4
Healthcare	0.2%	$953,906	5
Energy	0.1%	$300,005	1
Basic Materials	0.0%	$248,737	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IREN	IREN Ltd	+43,010	72,845	$2,497,126
IBIT	iShares Bitcoin Trust ETF	+16,884	165,570	$6,361,199
GLD	Spdr Gold Trust	+8,959	70,286	$30,243,362
INTC	Intel Corp	+8,503	25,970	$1,146,056
SPY	Spdr S&P 500 ETF Trust	+6,860	271,320	$176,450,248
NVDA	Nvidia Corp	+5,106	24,286	$4,235,478
MSFT	Microsoft Corp	+2,636	21,392	$7,918,676
GOOGL	Alphabet Inc.	+2,407	15,505	$4,458,617
AVGO	Broadcom Inc.	+2,099	3,796	$1,174,899
AAPL	Apple Inc.	+2,058	940,410	$238,666,653
AMZN	Amazon Com Inc	+1,950	99,199	$20,660,175
PLTR	Palantir Technologies Inc.	+1,627	56,016	$8,194,020
IAU	Ishares Gold Trust	+1,620	10,497	$925,415
ETHA	iShares Ethereum Trust ETF	+1,330	17,830	$282,248
META	Meta Platforms, Inc.	+1,319	7,167	$4,100,455
PATH	UiPath, Inc.	+1,080	16,240	$180,264
SHOP	Shopify Inc.	+807	2,521	$299,041
AMD	Advanced Micro Devices Inc	+789	2,983	$606,831
SLV	iShares Silver Trust	+720	5,270	$359,097
C	Citigroup Inc	+651	3,734	$423,472
BRK-B	Berkshire Hathaway Inc	+491	16,392	$7,855,046
QQQ	Invesco Qqq Trust, Series 1	+349	45,157	$26,063,717
PM	Philip Morris International Inc.	+96	2,157	$356,638
CVX	Chevron Corp	+79	1,450	$300,005
TSLA	Tesla, Inc.	+58	11,869	$4,412,300
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
HWM	Howmet Aerospace Inc.	−3,750	4,000	$921,840
ABBV	AbbVie Inc.	−123	1,486	$323,190
BABA	Alibaba Group Holding Ltd	−75	4,812	$603,713
LLY	ELI LILLY & Co	−72	229	$210,627
V	Visa Inc.	−21	871	$263,251
MA	Mastercard Inc	−5	460	$229,843
UBER	Uber Technologies, Inc	−1	2,786	$200,396
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
MSTR	Strategy Inc	25,127	$3,135,849
MU	Micron Technology Inc	1,716	$579,733
AMAT	Applied Materials Inc /De	1,095	$374,260
TXN	Texas Instruments Inc	1,790	$347,510
PFE	Pfizer Inc	12,210	$342,856
CRM	Salesforce, Inc.	1,645	$307,072
AA	Alcoa Corp	3,750	$248,737
CAT	Caterpillar Inc	337	$238,751
APP	AppLovin Corp	531	$211,338
ANET	Arista Networks, Inc.	1,705	$209,339
CRWV	CoreWeave, Inc.	2,680	$207,619
GEV	GE Vernova Inc.	235	$205,131
GLW	Corning Inc /Ny	1,474	$200,419
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
UNH	Unitedhealth Group Inc	1,154	$380,946
WGS	GeneDx Holdings Corp.	2,632	$342,317
HOOD	Robinhood Markets, Inc.	1,916	$216,699
MS	Morgan Stanley	1,179	$209,307
CRWD	CrowdStrike Holdings, Inc.	491	$57,540
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

62 positions · $565,919,585 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 62 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	940,410	+2,058	$238,666,653	−6.4%	42.17%
SPY	Spdr S&P 500 ETF Trust	Added	271,320	+6,860	$176,450,248	−2.2%	31.18%
GLD	Spdr Gold Trust	Added	70,286	+8,959	$30,243,362	+24.4%	5.34%
QQQ	Invesco Qqq Trust, Series 1	Added	45,157	+349	$26,063,717	−5.3%	4.61%
AMZN	Amazon Com Inc Consumer Cyclical	Added	99,199	+1,950	$20,660,175	−8.0%	3.65%
PLTR	Palantir Technologies Inc. Technology	Added	56,016	+1,627	$8,194,020	−15.2%	1.45%
MSFT	Microsoft Corp Technology	Added	21,392	+2,636	$7,918,676	−12.7%	1.40%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	16,392	+491	$7,855,046	−1.7%	1.39%
IBIT	iShares Bitcoin Trust ETF	Added	165,570	+16,884	$6,361,199	−13.8%	1.12%
GOOGL	Alphabet Inc. Communication Services	Added	15,505	+2,407	$4,458,617	+8.8%	0.79%
TSLA	Tesla, Inc. Consumer Cyclical	Added	11,869	+58	$4,412,300	−16.9%	0.78%
NVDA	Nvidia Corp Technology	Added	24,286	+5,106	$4,235,478	+18.4%	0.75%
META	Meta Platforms, Inc. Communication Services	Added	7,167	+1,319	$4,100,455	+6.2%	0.72%
MSTR	Strategy Inc Technology	NEW	25,127	NEW	$3,135,849	NEW	0.55%
IREN	IREN Ltd Financial Services	Added	72,845	+43,010	$2,497,126	+121.6%	0.44%
JPM	Jpmorgan Chase & Co Financial Services	Held	6,365	0	$1,872,328	−8.7%	0.33%
AVGO	Broadcom Inc. Technology	Added	3,796	+2,099	$1,174,899	+100.0%	0.21%
INTC	Intel Corp Technology	Added	25,970	+8,503	$1,146,056	+77.8%	0.20%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Held	3,939	0	$1,083,934	−1.3%	0.19%
GBTC	Grayscale Bitcoin Trust ETF	Held	19,881	0	$1,048,921	−22.8%	0.19%
GS	Goldman Sachs Group Inc Financial Services	Held	1,143	0	$966,966	−3.8%	0.17%
IAU	Ishares Gold Trust	Added	10,497	+1,620	$925,415	+28.4%	0.16%
HWM	Howmet Aerospace Inc. Industrials	Reduced	4,000	-3,750	$921,840	−42.0%	0.16%
WMT	Walmart Inc. Consumer Defensive	Held	5,593	0	$695,098	+11.6%	0.12%
AMD	Advanced Micro Devices Inc Technology	Added	2,983	+789	$606,831	+29.1%	0.11%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Reduced	4,812	-75	$603,713	−15.7%	0.11%
MU	Micron Technology Inc Technology	NEW	1,716	NEW	$579,733	NEW	0.10%
ASML	Asml Holding NV Technology	Held	382	0	$504,557	+23.5%	0.09%
C	Citigroup Inc Financial Services	Added	3,734	+651	$423,472	+17.7%	0.07%
AMAT	Applied Materials Inc /De Technology	NEW	1,095	NEW	$374,260	NEW	0.07%
GE	General Electric Co Industrials	Added	1,308	+6	$371,171	−7.5%	0.07%
SLV	iShares Silver Trust	Added	5,270	+720	$359,097	+22.5%	0.06%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,157	+96	$356,638	+7.9%	0.06%
TXN	Texas Instruments Inc Technology	NEW	1,790	NEW	$347,510	NEW	0.06%
PFE	Pfizer Inc Healthcare	NEW	12,210	NEW	$342,856	NEW	0.06%
ABBV	AbbVie Inc. Healthcare	Reduced	1,486	-123	$323,190	−12.1%	0.06%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	500	0	$308,380	+2.2%	0.05%
CRM	Salesforce, Inc. Technology	NEW	1,645	NEW	$307,072	NEW	0.05%
CVX	Chevron Corp Energy	Added	1,450	+79	$300,005	+43.6%	0.05%
SHOP	Shopify Inc. Technology	Added	2,521	+807	$299,041	+8.4%	0.05%
GSG	iShares S&P GSCI Commodity-Indexed Trust	Held	9,000	0	$290,250	+39.9%	0.05%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	287	0	$285,975	+15.5%	0.05%
ETHA	iShares Ethereum Trust ETF	Added	17,830	+1,330	$282,248	−23.7%	0.05%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,919	0	$277,180	+0.8%	0.05%
HD	Home Depot, Inc. Consumer Cyclical	Held	803	0	$264,098	−4.4%	0.05%
V	Visa Inc. Financial Services	Reduced	871	-21	$263,251	−15.8%	0.05%
AA	Alcoa Corp Basic Materials	NEW	3,750	NEW	$248,737	NEW	0.04%
CAT	Caterpillar Inc Industrials	NEW	337	NEW	$238,751	NEW	0.04%
MA	Mastercard Inc Financial Services	Reduced	460	-5	$229,843	−13.4%	0.04%
APP	AppLovin Corp Communication Services	NEW	531	NEW	$211,338	NEW	0.04%