Evolution Wealth Advisors, LLC

AVENTURA, FL · CIK 1763121 · 13F filing filed 2026-07-29

SEC-registered investment adviser since 2017 · limited liability company

Assets managed$2.0bn
Staff15 · 7 in investment roles
Main clients (by assets)Companies 69%, High net worth individuals 31%
Websiteewadvisors.net
Form ADV · 2026-03-10SEC adviser record

Kindinstitutions
Others nearbyMiami, FL

$854.9m reported value -12.9% vs Q1 2026

181positions

61.3%in top 10

22 new 59 added 58 reduced 17 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	282,543	$211.0m24.68%	24.68%	Added +11.2k	+11,223 4.1%
2	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	517,308	$98.6m11.53%	11.53%	Added +3.8k	+3,773 0.7%
3	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	676,267	$36.3m4.24%	4.24%	Added +9.6k	+9,589 1.4%
4	GLOBAL X FDS US INFR DEV ETF PAVE	PAVE	609,894	$35.9m4.20%	4.20%	Added +3.9k	+3,872 0.6%
5	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	46,255	$34.1m3.98%	3.98%	Added +1.1k	+1,098 2.4%
6	SPDR GOLD TR GOLD SHS GLD	GLD	71,878	$26.5m3.10%	3.10%	Added +1.6k	+1,592 2.3%
7	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	214,679	$23.0m2.69%	2.69%	Added +1.5k	+1,453 0.7%
8	AMAZON COM INC COM AMZN	AMZN	94,877	$22.6m2.64%	2.64%	Reduced -4.3k	-4,322 -4.4%
9	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	32,873	$22.6m2.64%	2.64%	Added +3.4k	+3,397 11.5%
10	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	85,624	$13.6m1.59%	1.59%	Reduced -29.6k	-29,552 -25.7%
11	ISHARES INC MSCI EURZONE ETF EZU	EZU	193,261	$13.4m1.57%	1.57%	Reduced -105.0k	-104,997 -35.2%
12	GLOBAL X FDS DEFENSE TECH ETF SHLD	SHLD	220,193	$13.1m1.54%	1.54%	Added +11.9k	+11,879 5.7%
13	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	19,140	$12.3m1.43%	1.43%	Added +7.8k	+7,831 69.2%
14	INVESCO EXCH TRADED FD TR II VAR RATE PFD VRP	VRP	470,496	$11.4m1.34%	1.34%	Added +1.2k	+1,200 0.3%
15	J P MORGAN EXCHANGE TRADED F FLEXIBLE DEBT ET JFLX	JFLX	223,817	$11.3m1.32%	1.32%	Reduced -4.6k	-4,606 -2.0%
16	VANGUARD INDEX FDS SMALL CP ETF VB	VB	35,915	$10.9m1.27%	1.27%	Reduced -932	-932 -2.5%
17	ISHARES INC CORE MSCI EMKT IEMG	IEMG	115,753	$9.6m1.12%	1.12%	Added +27.9k	+27,880 31.7%
18	APPLE INC COM AAPL	AAPL	32,952	$9.5m1.12%	1.12%	Reduced -907.5k	-907,458 -96.5%
19	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	18,552	$9.3m1.09%	1.09%	Added +2.2k	+2,160 13.2%
20	ISHARES TR RUSSELL 2000 ETF IWM	IWM	28,017	$8.4m0.98%	0.98%	Added +4.0k	+3,972 16.5%
21	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	70,950	$8.3m0.97%	0.97%	Added +391	+391 0.6%
22	ALPHABET INC CAP STK CL C GOOG	GOOG	22,482	$7.9m0.93%	0.93%	Reduced -249	-249 -1.1%
23	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	166,523	$7.6m0.88%	0.88%	Added +870	+870 0.5%
24	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	56,552	$6.6m0.77%	0.77%	Added +536	+536 1.0%
25	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	185,593	$6.2m0.72%	0.72%	Added +20.0k	+20,023 12.1%
26	VANECK ETF TRUST URANIUM AND NUCL NLR	NLR	53,039	$6.2m0.72%	0.72%	Added +2.0k	+1,966 3.9%
27	VANGUARD WORLD FD INF TECH ETF VGT	VGT	51,267	$6.1m0.72%	0.72%	Added +3	+3 0.0%
28	MICROSOFT CORP COM MSFT	MSFT	16,012	$6.0m0.70%	0.70%	Reduced -5.4k	-5,380 -25.1%
29	ALPHABET INC CAP STK CL A GOOGL	GOOGL	15,773	$5.6m0.66%	0.66%	Added +268	+268 1.7%
30	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	25,379	$5.4m0.63%	0.63%	Added +3.3k	+3,273 14.8%
31	SELECT SECTOR SPDR TR ENERGY XLE	XLE	97,200	$5.2m0.60%	0.60%	Reduced -916	-916 -0.9%
32	IREN LIMITED ORDINARY SHARES IREN	IREN	102,014	$4.7m0.55%	0.55%	Added +29.2k	+29,169 40.0%
33	ISHARES TR US AER DEF ETF ITA	ITA	18,877	$4.6m0.54%	0.54%	Added +139	+139 0.7%
34	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	96,602	$4.4m0.52%	0.52%	Reduced -3.8k	-3,789 -3.8%
35	NVIDIA CORPORATION COM NVDA	NVDA	22,225	$4.4m0.52%	0.52%	Reduced -2.1k	-2,061 -8.5%
36	TESLA INC COM TSLA	TSLA	9,573	$4.0m0.47%	0.47%	Reduced -2.3k	-2,296 -19.3%
37	META PLATFORMS INC CL A META	META	7,131	$4.0m0.47%	0.47%	Reduced -36	-36 -0.5%
38	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	46,173	$3.8m0.45%	0.45%	Reduced -807	-807 -1.7%
39	SPDR SER TR S&P BK ETF KBE	KBE	53,022	$3.6m0.42%	0.42%	Unchanged
40	INTEL CORP COM INTC	INTC	24,789	$3.5m0.40%	0.40%	Reduced -1.2k	-1,181 -4.5%
41	PUTNAM ETF TRUST BDC INCOME ETF PBDC	PBDC	123,700	$3.4m0.39%	0.39%	Reduced -1.4k	-1,370 -1.1%
42	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	4,548	$3.0m0.35%	0.35%	Reduced -196	-196 -4.1%
43	ISHARES U S ETF TR GSCI CMDTY STGY COMT	COMT	92,201	$2.8m0.33%	0.33%	Added +735	+735 0.8%
44	INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN PPA	PPA	13,545	$2.4m0.28%	0.28%	Unchanged
45	MICROSTRATEGY INC CL A NEW MSTR	MSTR	25,127	$2.2m0.26%	0.26%	Unchanged
46	ISHARES TR IBOXX INV CP ETF LQD	LQD	19,646	$2.1m0.25%	0.25%	Reduced -1.5k	-1,482 -7.0%
47	INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD PDBC	PDBC	134,876	$2.1m0.25%	0.25%	Reduced -42	-42 -0.0%
48	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	27,140	$2.1m0.25%	0.25%	Added +4.1k	+4,131 17.9%
49	SPDR SER TR S&P BIOTECH XBI	XBI	13,212	$2.1m0.24%	0.24%	Added +23	+23 0.2%
50	PACER FDS TR US CASH COWS 100 COWZ	COWZ	32,833	$2.0m0.24%	0.24%	Reduced -1.1k	-1,145 -3.4%
51	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,378	$2.0m0.23%	0.23%	Added +395	+395 13.2%
52	JPMORGAN CHASE & CO COM JPM	JPM	5,806	$1.9m0.22%	0.22%	Reduced -559	-559 -8.8%
53	VANGUARD WORLD FD ENERGY ETF VDE	VDE	12,485	$1.9m0.22%	0.22%	Unchanged
54	J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA HELO	HELO	27,293	$1.8m0.22%	0.22%	Added +6	+6 0.0%
55	BROADCOM INC COM AVGO	AVGO	4,773	$1.8m0.21%	0.21%	Added +977	+977 25.7%
56	SPDR SERIES TRUST AEROSPACE DEF XAR	XAR	6,170	$1.8m0.20%	0.20%	Added +830	+830 15.5%
57	VANGUARD INDEX FDS VALUE ETF VTV	VTV	7,980	$1.7m0.20%	0.20%	Added +283	+283 3.7%
58	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	27,670	$1.7m0.20%	0.20%	Reduced -2.0k	-1,990 -6.7%
59	ISHARES TR MSCI INDIA ETF INDA	INDA	33,202	$1.6m0.19%	0.19%	Reduced -93.5k	-93,468 -73.8%
60	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	31,731	$1.6m0.19%	0.19%	Added +1.5k	+1,458 4.8%
61	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	21,780	$1.6m0.19%	0.19%	Reduced -2.7k	-2,718 -11.1%
62	VANGUARD WORLD FD FINANCIALS ETF VFH	VFH	11,890	$1.6m0.18%	0.18%	Added +1	+1 0.0%
63	PROSHARES TR PSHS ULT S&P 500 SSO	SSO	23,064	$1.6m0.18%	0.18%	Reduced -70	-70 -0.3%
64	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	12,744	$1.5m0.18%	0.18%	Reduced -60	-60 -0.5%
65	ISHARES TR JPMORGAN USD EMG EMB	EMB	15,808	$1.5m0.18%	0.18%	Reduced -980	-980 -5.8%
66	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	2	$1.5m0.18%	0.18%	Unchanged
67	MICRON TECHNOLOGY INC COM MU	MU	1,274	$1.5m0.17%	0.17%	Reduced -442	-442 -25.8%
68	ISHARES TR MSCI EMG MKT ETF EEM	EEM	20,697	$1.4m0.17%	0.17%	Unchanged
69	GRANITESHARES ETF TR BBG COMMD K 1 COMB	COMB	56,255	$1.4m0.16%	0.16%	Unchanged
70	ISHARES TR US INFRASTRUC IFRA	IFRA	20,690	$1.3m0.15%	0.15%	Added +10.9k	+10,925 111.9%
71	ISHARES TR S&P 500 GRWT ETF IVW	IVW	9,461	$1.3m0.15%	0.15%	Added +205	+205 2.2%
72	PACER FDS TR PACER US SMALL CALF	CALF	24,817	$1.3m0.15%	0.15%	Unchanged
73	ISHARES TR RUS 1000 GRW ETF IWF	IWF	10,057	$1.2m0.15%	0.15%	Added +6.9k	+6,921 220.7%
74	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	14,316	$1.2m0.14%	0.14%	Reduced -1.0k	-1,032 -6.7%
75	GOLDMAN SACHS GROUP INC COM GS	GS	1,143	$1.2m0.14%	0.14%	Unchanged
76	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	36,393	$1.2m0.13%	0.13%	Reduced -15.4k	-15,395 -29.7%
77	ISHARES TR MSCI UK ETF NEW EWU	EWU	25,000	$1.2m0.13%	0.13%	Unchanged
78	ISHARES TR GLOBAL 100 ETF IOO	IOO	8,254	$1.1m0.13%	0.13%	Unchanged
79	ISHARES TR CORE S&P SCP ETF IJR	IJR	7,502	$1.1m0.13%	0.13%	Reduced -192	-192 -2.5%
80	HOWMET AEROSPACE INC COM HWM	HWM	4,000	$1.1m0.13%	0.13%	Unchanged
81	BANK AMERICA CORP COM BAC	BAC	18,859	$1.1m0.13%	0.13%	Added +16.8k	+16,772 803.6%
82	UNITEDHEALTH GROUP INC COM UNH	UNH	2,584	$1.1m0.13%	0.13%	New
83	ARK ETF TR INNOVATION ETF ARKK	ARKK	13,212	$1.1m0.12%	0.12%	Reduced -260	-260 -1.9%
84	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,771	$1.0m0.12%	0.12%	Unchanged
85	ISHARES TR ISHARES BIOTECH IBB	IBB	5,377	$1.0m0.12%	0.12%	Added +310	+310 6.1%
86	ISHARES TR 7-10 YR TRSY BD IEF	IEF	10,382	$981.8k0.11%	0.11%	Added +6.3k	+6,350 157.5%
87	ISHARES TR MSCI EAFE ETF EFA	EFA	9,266	$962.5k0.11%	0.11%	Added +1.3k	+1,280 16.0%
88	TIDAL TRUST I FUNDSTRAT GRANNY GRNY	GRNY	34,050	$941.5k0.11%	0.11%	Unchanged
89	APPLIED MATLS INC COM AMAT	AMAT	1,241	$897.2k0.10%	0.10%	Added +146	+146 13.3%
90	FRANKLIN TEMPLETON ETF TR FRANKLIN INDIA FLIN	FLIN	25,042	$890.7k0.10%	0.10%	New
91	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,852	$884.5k0.10%	0.10%	New
92	ISHARES TR MSCI ACWI ETF ACWI	ACWI	5,464	$857.7k0.10%	0.10%	Added +7	+7 0.1%
93	ISHARES GOLD TR ISHARES NEW IAU	IAU	11,187	$844.7k0.10%	0.10%	Added +690	+690 6.6%
94	ISHARES TR EXPONENTIAL TECH XT	XT	9,535	$787.9k0.09%	0.09%	Unchanged
95	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	377	$750.0k0.09%	0.09%	Reduced -5	-5 -1.3%
96	ISHARES INC MSCI EQUAL WEITE EUSA	EUSA	6,426	$733.8k0.09%	0.09%	Unchanged
97	VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF VPL	VPL	5,897	$682.2k0.08%	0.08%	Unchanged
98	WALMART INC COM WMT	WMT	5,893	$667.4k0.08%	0.08%	Added +300	+300 5.4%
99	ISHARES TR S&P 100 ETF OEF	OEF	1,824	$667.3k0.08%	0.08%	Unchanged
100	INNOVATOR ETFS TRUST US EQTY PWR BUF PDEC	PDEC	14,305	$656.5k0.08%	0.08%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ROYAL CARIBBEAN GROUP RCL	RCL	3,939	$1.1m3.9k shares
DIREXION SHS ETF TR SPXL	SPXL	5,230	$967.0k5.2k shares
ALCOA CORP AA	AA	3,750	$864.2k3.8k shares
PROSHARES TR TQQQ	TQQQ	19,604	$817.1k19.6k shares
INVESCO EXCHANGE TRADED FD T PWB	PWB	5,000	$629.6k5.0k shares
GE AEROSPACE GE	GE	1,308	$371.2k1.3k shares
PFIZER INC PFE	PFE	12,210	$342.9k12.2k shares
ISHARES TR IMCB	IMCB	4,000	$333.7k4.0k shares
COSTCO WHSL CORP NEW COST	COST	287	$286.0k287 shares
HOME DEPOT INC HD	HD	803	$264.1k803 shares
EXXON MOBIL CORP XOM	XOM	1,484	$251.8k1.5k shares
VANECK ETF TRUST HYD	HYD	4,985	$249.9k5.0k shares
CATERPILLAR INC CAT	CAT	337	$238.8k337 shares
ARISTA NETWORKS INC ANET	ANET	1,705	$209.3k1.7k shares
PIMCO ETF TR BOND	BOND	2,266	$209.1k2.3k shares
ISHARES TR IWB	IWB	579	$206.4k579 shares
VANGUARD SCOTTSDALE FDS VGSH	VGSH	3,431	$200.9k3.4k shares