Evolution Wealth Advisors, LLC
Top Portfolio Positions
63 positions ·
$566,171,360 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
940,410 | $238,666,653 | 42.15% | |
| SPY |
Spdr S&P 500 ETF Trust
|
271,320 | $176,450,248 | 31.17% | |
| GLD |
Spdr Gold Trust
|
70,286 | $30,243,362 | 5.34% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
45,157 | $26,063,717 | 4.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
99,199 | $20,660,175 | 3.65% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
56,016 | $8,194,020 | 1.45% | |
| MSFT |
Microsoft Corp
Technology
|
21,392 | $7,918,676 | 1.40% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
16,392 | $7,855,046 | 1.39% | |
| IBIT |
iShares Bitcoin Trust ETF
|
165,570 | $6,361,199 | 1.12% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
15,505 | $4,458,617 | 0.79% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BMEZ
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $204,486 | 14,240 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $214,312 | 14,240 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $205,340 | 14,240 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $203,062 | 14,240 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $212,176 | 14,240 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $160,056 | 11,115 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $176,061 | 11,115 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $192,000 | 12,500 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $204,875 | 12,500 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $183,125 | 12,500 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $180,125 | 12,500 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $205,250 | 12,500 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $208,875 | 12,500 | Shares | Sole | 2023-05-02 | |
| 2022-09-30 | $186,625 | 12,500 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $205,375 | 12,500 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $250,750 | 12,500 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $317,000 | 12,500 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $337,250 | 12,500 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $361,500 | 12,500 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $328,750 | 12,500 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $358,125 | 12,500 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $298,125 | 12,500 | Shares | Sole | 2020-10-15 | |
| No 13F history on record for this holder in this stock. | ||||||