Evolution Wealth Advisors, LLC - Portfolio Stock Holdings

Evolution Wealth Advisors, LLC disclosed 195 stock positions in a recent SEC 13F filing. $854,690,148 of stock holdings were filed, with the largest holdings including SPY, XLK, and XLF. This filing represented positions held on June 30, 2026, and was filed on July 29, 2026.

We estimate the fund has a total AUM of $1,957,928,881 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from corporations and other businesses.