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Portfolio (Quarterly) Guide ↗

Evolution Wealth Advisors, LLC

· CIK 0001763121
13F Portfolio $855M AUM 181 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 181 New
Page 2 of 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLY SELECT SECTOR SPDR TR 70,950.0 $8.3M 0.97% NEW $117.28 +1.1%
22 GOOG ALPHABET INC Communication Services 22,482.0 $7.9M 0.93% NEW $353.33 -3.3%
23 XLU SELECT SECTOR SPDR TR 166,523.0 $7.6M 0.88% NEW $45.34 -2.9%
24 PLTR PALANTIR TECHNOLOGIES INC Technology 56,552.0 $6.6M 0.77% NEW $116.67 +50.2%
25 IBIT ISHARES BITCOIN TRUST ETF Financial Services 185,593.0 $6.2M 0.72% NEW $33.29 +16.5%
26 NLR VANECK ETF TRUST 53,039.0 $6.2M 0.72% NEW $115.98 +1.5%
27 VGT VANGUARD WORLD FD 51,267.0 $6.1M 0.72% NEW $119.52 -0.6%
28 MSFT MICROSOFT CORP Technology 16,012.0 $6.0M 0.70% NEW $373.03 +29.8%
29 GOOGL ALPHABET INC Communication Services 15,773.0 $5.6M 0.66% NEW $357.36 -3.5%
30 RSP INVESCO EXCHANGE TRADED FD T 25,379.0 $5.4M 0.63% NEW $212.77 +4.4%
31 XLE SELECT SECTOR SPDR TR 97,200.0 $5.2M 0.60% NEW $53.11 +19.7%
32 IREN IREN LIMITED Financial Services 102,014.0 $4.7M 0.55% NEW $45.73 -6.3%
33 ITA ISHARES TR 18,877.0 $4.6M 0.54% NEW $242.42 +1.5%
34 JPIE J P MORGAN EXCHANGE TRADED F 96,602.0 $4.4M 0.52% NEW $46.05 -0.3%
35 NVDA NVIDIA CORPORATION Technology 22,225.0 $4.4M 0.52% NEW $200.09 +8.7%
36 TSLA TESLA INC Consumer Cyclical 9,573.0 $4.0M 0.47% NEW $420.60 -16.5%
37 META META PLATFORMS INC Communication Services 7,131.0 $4.0M 0.47% NEW $563.28 -3.1%
38 XLP SELECT SECTOR SPDR TR 46,173.0 $3.8M 0.45% NEW $83.07 +4.2%
39 KBE SPDR SERIES TRUST 53,022.0 $3.6M 0.42% NEW $68.22 +1.3%
40 INTC INTEL CORP Technology 24,789.0 $3.5M 0.41% NEW $139.63 -33.5%
Page 2 of 10  ·  181 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 75.4%
Technology 11.7%
Consumer Cyclical 7.1%
Communication Services 4.6%
Healthcare 0.5%
Consumer Defensive 0.4%
Industrials 0.3%
Energy 0.1%
Utilities 0.1%