account_balance
Investment manager · 13F filer · SEC CIK 1763121
Evolution Wealth Advisors, LLC
Reported value$960Mas of Sep 30, 2026
Positions194 26 new, 13 sold out
Top 10 weight61.5%SPY alone is 24%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
23.8%Added +6%
XLKSelect Sector SPDR Tr
11.1%Added +5%
QQQInvesco QQQ Tr
4.8%Added +35%
BETABETA Technologies, Inc.
4.0%New
XLFSelect Sector SPDR Tr
4.0%Added +5%
PAVEGlobal X FDS
3.3%
GLDSPDR Gold Trust
2.8%
AMZNAmazon.com Inc
2.6%+5%
XLCSelect Sector SPDR Tr
2.6%+4%
VOOVanguard Index FDS
2.5%
XLVSelect Sector SPDR Tr
1.6%+6%
SHLDGlobal X FDS
1.5%+6%
SPYSPDR S&P 500 ETF Trust
23.8%Added +6%
XLKSelect Sector SPDR Tr
11.1%+5%
QQQInvesco QQQ Tr
4.8%+35%
BETABETA Technologies, Inc.
4.0%
XLFSelect Sector SPDR Tr
4.0%
PAVE3.3%
GLD2.8%AMZNXLC2.6%
VOO
XLV1.6%
SHLD1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 23.8% Added +6%
XLK Select Sector SPDR Tr 11.1% Added +5%
QQQ Invesco QQQ Tr 4.8% Added +35%
BETA BETA Technologies, Inc. 4.0% NewXLF Select Sector SPDR Tr 4.0% Added +5%
PAVE Global X FDS 3.3% Held
GLD SPDR Gold Trust 2.8% HeldAMZN Amazon.com Inc 2.6% Added +5%XLC Select Sector SPDR Tr 2.6% Added +4%
VOO Vanguard Index FDS 2.5% Added +2%
XLV Select Sector SPDR Tr 1.6% Added +6%
SHLD Global X FDS 1.5% Added +6%
What changed
Biggest moves since Jun 30, 2026
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