Evolution Wealth Advisors, LLC - Portfolio overview

Evolution Wealth Advisors, LLC has 192 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 24.21%
2. SPY - STATE STR SPDR S&P 500 ETF T, 17.90%
3. XLK - SELECT SECTOR SPDR TR, 6.92%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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