Evolution Wealth Advisors, LLC holds a focused book of 181 stocks worth $854.9M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Unitedhealth Group Inc and trimmed Amazon.com Inc. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 25% of the equity book. Cloning the disclosed picks since 2024 would be +30% (+16.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1763121/holdings"
Use Arkolith to show Evolution Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.5 points over this window.
Growth of $10,000 cloning Evolution Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
18% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Evolution Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $538.4B |
| ROYAL BANK OF CANADA | 80 / 80 | $131.9B |
| LPL Financial LLC | 80 / 80 | $89.9B |
| Rockefeller Capital Management L.P. | 80 / 80 | $18.9B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.9B |
| UBS Group AG | 79 / 80 | $141.3B |
| HighTower Advisors, LLC | 79 / 80 | $25.7B |
| CWM, LLC | 79 / 80 | $6.8B |
Ranked by how many of Evolution Wealth Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $211.0M | 282.5K | 24.7% | ▲+4.1% Added · +11K sh | |
| 2 | Select Sector SPDR TR ST STR TECHN ETF | $98.6M | 517.3K | 11.5% | ▲+0.7% Added · +4K sh | |
| 3 | Select Sector SPDR TR ST STR FINL ETF | $36.3M | 676.3K | 4.2% | ▲+1.4% Added · +10K sh | |
| 4 | Global X FDS US INFR DEV ETF | $35.9M | 609.9K | 4.2% | ▲+0.6% Added · +4K sh | |
| 5 | Invesco QQQ TR UNIT SER 1 | $34.1M | 46.3K | 4.0% | ▲+2.4% Added · +1K sh | |
| 6 | SPDR Gold TR GOLD SHS | $26.5M | 71.9K | 3.1% | ▲+2.3% Added · +2K sh | |
| 7 | Select Sector SPDR TR ST STR SVC ETF | $23.0M | 214.7K | 2.7% | ▲+0.7% Added · +1K sh | |
| 8 | Amazon Com Inc COM | $22.6M | 94.9K | 2.6% | ▼−4.3% Reduced · −4K sh | |
| 9 | Vanguard Index FDS S&P 500 ETF SHS | $22.6M | 32.9K | 2.6% | ▲+12% Added · +3K sh | |
| 10 | Select Sector SPDR TR ST STR CARE ETF | $13.6M | 85.6K | 1.6% | ▼−26% Reduced · −30K sh | |
| 11 | Ishares Inc MSCI EURZONE ETF | $13.4M | 193.3K | 1.6% | ▼−35% Reduced · −105K sh | |
| 12 | Global X FDS DEFENSE TECH ETF | $13.1M | 220.2K | 1.5% | ▲+5.7% Added · +12K sh | |
| 13 | Ishares TR ISHARES SEMICDTR | $12.3M | 19.1K | 1.4% | ▲+69% Added · +8K sh | |
| 14 | Invesco Exch Traded FD TR II VAR RATE PFD | $11.4M | 470.5K | 1.3% | ▲+0.3% Added · +1K sh | |
| 15 | J P Morgan Exchange Traded F FLEXI DEBT ETF | $11.3M | 223.8K | 1.3% | ▼−2.0% Reduced · −5K sh | |
| 16 | Vanguard Index FDS SMALL CP ETF | $10.9M | 35.9K | 1.3% | ▼−2.5% Reduced · −932 sh | |
| 17 | Ishares Inc CORE MSCI EMKT | $9.6M | 115.8K | 1.1% | ▲+32% Added · +28K sh | |
| 18 | Apple Inc COM | $9.5M | 33.0K | 1.1% | ▼−96% Reduced · −907K sh | |
| 19 | Berkshire Hathaway Inc Del CL B NEW | $9.3M | 18.6K | 1.1% | ▲+13% Added · +2K sh | |
| 20 | Ishares TR RUSSELL 2000 ETF | $8.4M | 28.0K | 1.0% | ▲+17% Added · +4K sh | |
| 21 | Select Sector SPDR TR ST STR DISCR ETF | $8.3M | 71.0K | 1.0% | ▲+0.6% Added · +391 sh | |
| 22 | Alphabet Inc CAP STK CL C | $7.9M | 22.5K | 0.9% | ▼−1.1% Reduced · −249 sh | |
| 23 | Select Sector SPDR TR ST STR UTIL ETF | $7.6M | 166.5K | 0.9% | ▲+0.5% Added · +870 sh | |
| 24 | Palantir Technologies Inc CL A | $6.6M | 56.6K | 0.8% | ▲+0.9% Added · +536 sh | |
| 25 | Ishares Bitcoin Trust ETF SHS BEN INT | $6.2M | 185.6K | 0.7% | ▲+12% Added · +20K sh | |
| 26 | Vaneck ETF Trust URANI NUCLE ETF | $6.2M | 53.0K | 0.7% | ▲+3.8% Added · +2K sh | |
| 27 | Vanguard World FD INF TECH ETF | $6.1M | 51.3K | 0.7% | ▲+700% Added · +45K sh | |
| 28 | Microsoft Corp COM | $6.0M | 16.0K | 0.7% | ▼−25% Reduced · −5K sh | |
| 29 | Alphabet Inc CAP STK CL A | $5.6M | 15.8K | 0.7% | ▲+1.7% Added · +268 sh | |
| 30 | Invesco Exchange Traded FD T S&P500 EQL WGT | $5.4M | 25.4K | 0.6% | ▲+15% Added · +3K sh | |
| 31 | Select Sector SPDR TR ST STR ENERG ETF | $5.2M | 97.2K | 0.6% | ▼−0.9% Reduced · −916 sh | |
| 32 | Iren Limited ORDINARY SHARES | $4.7M | 102.0K | 0.5% | ▲+40% Added · +29K sh | |
| 33 | Ishares TR US AER DEF ETF | $4.6M | 18.9K | 0.5% | ▲+0.7% Added · +139 sh | |
| 34 | J P Morgan Exchange Traded F INCOME ETF | $4.4M | 96.6K | 0.5% | ▼−3.8% Reduced · −4K sh | |
| 35 | Nvidia Corporation COM | $4.4M | 22.2K | 0.5% | ▼−8.5% Reduced · −2K sh | |
| 36 | Tesla Inc COM | $4.0M | 9.6K | 0.5% | ▼−19% Reduced · −2K sh | |
| 37 | Meta Platforms Inc CL A | $4.0M | 7.1K | 0.5% | ▼−0.5% Reduced · −36 sh | |
| 38 | Select Sector SPDR TR ST STR STAPL ETF | $3.8M | 46.2K | 0.4% | ▼−1.7% Reduced · −807 sh | |
| 39 | SPDR Series Trust ST STR SP BANK | $3.6M | 53.0K | 0.4% | —Held | |
| 40 | Intel Corp COM | $3.5M | 24.8K | 0.4% | ▼−4.5% Reduced · −1K sh | |
| 41 | Putnam ETF Trust BDC INCOME ETF | $3.4M | 123.7K | 0.4% | ▼−1.1% Reduced · −1K sh | |
| 42 | Vaneck ETF Trust SEMICONDUCTR ETF | $3.0M | 4.5K | 0.3% | ▼−4.1% Reduced · −196 sh | |
| 43 | Ishares U S ETF TR GSCI CMDTY STGY | $2.8M | 92.2K | 0.3% | ▲+0.8% Added · +735 sh | |
| 44 | Invesco Exchange Traded FD T AEROSPACE DEFN | $2.4M | 13.5K | 0.3% | —Held | |
| 45 | Strategy Inc CL A NEW | $2.2M | 25.1K | 0.3% | —Held | |
| 46 | Ishares TR IBOXX INV CP ETF | $2.1M | 19.6K | 0.3% | ▼−7.0% Reduced · −1K sh | |
| 47 | Invesco Actvely MNGD Etc FD OPTIMUM YIELD | $2.1M | 134.9K | 0.3% | ▼~0% Reduced · −42 sh | |
| 48 | Vanguard BD Index FDS SHORT TRM BOND | $2.1M | 27.1K | 0.2% | ▲+18% Added · +4K sh | |
| 49 | SPDR Series Trust ST STR SP BIOT | $2.1M | 13.2K | 0.2% | ▲+0.2% Added · +23 sh | |
| 50 | Pacer FDS TR US CASH COWS 100 | $2.0M | 32.8K | 0.2% | ▼−3.4% Reduced · −1K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 181 | $854.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 176 | $981.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 166 | $992.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 165 | $744.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 170 | $683.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 149 | $599.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 143 | $597.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 135 | $556.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.