Back to funds
View filing
Evolution Wealth Advisors, LLC
Updated 2 days agoManaged by Evolution Wealth Advisors, Llc • Latest filing Q3 2026
Portfolio value
$960.2M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $992.2M |
| Q1 2026 | $981.5M |
| Q2 2026 | $854.9M |
| Q3 2026 | $960.2M |
Top holdings
194 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $228.6M | 299.8K | 23.81% | — | |
| 2 | $106.6M | 544.6K | 11.10% | — | |
| 3 | $46.2M | 62.5K | 4.81% | — | |
| 4 | $38.5M | 1.74M | 4.01% | — | |
| 5 | $38M | 711.7K | 3.96% | — | |
| 6 | ? N/A GLOBAL X FDS | $31.8M | 605.5K | 3.31% | — |
| 7 | $27.2M | 71.3K | 2.83% | — | |
| 8 | $24.9M | 100.0K | 2.59% | — | |
| 9 | $24.9M | 224.2K | 2.59% | — | |
| 10 | $23.6M | 33.6K | 2.45% | — | |
| 11 | $15.3M | 90.9K | 1.59% | — | |
| 12 | $14.1M | 234.4K | 1.47% | — | |
| 13 | $13.3M | 197.9K | 1.39% | — | |
| 14 | $12.2M | 36.8K | 1.28% | — | |
| 15 | $11.2M | 474.4K | 1.17% | — | |
| 16 | ? N/A J P MORGAN EXCHANGE TRADED F | $10.9M | 223.5K | 1.14% | — |
| 17 | $10.9M | 58.0K | 1.13% | — | |
| 18 | $10.8M | 19.0K | 1.12% | — | |
| 19 | $10.6M | 130.8K | 1.11% | — | |
| 20 | $10.1M | 35.7K | 1.06% | — |