Fund HoldingsEvolution Wealth Advisors, LLC

Total Portfolio Value
$981.50M
Total Bought
$73.17M
Total Sold
$16.83M
Net Transaction
+$56.35M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR GOLD TR(GLD)61,32770,286+8,95924,30530,2433.08%+5,939
SELECT SECTOR SPDR TR
ST STR DISCR ETF
34,56270,559+35,9974,1277,6890.78%+3,562
ISHARES TR
MSCI INDIA ETF
45,721126,670+80,9492,4715,9330.60%+3,462
STRATEGY INC(MSTR)025,127+25,12703,1360.32%+3,136
GLOBAL X FDS
US INFR DEV ETF
603,680606,022+2,34228,85030,7923.14%+1,942
GLOBAL X FDS
DEFENSE TECH ETF
0208,314+208,314014,7571.50%+14,757
IREN LIMITED
ORDINARY SHARES
072,845+72,84502,4970.25%+2,497
SELECT SECTOR SPDR TR
ST STR FINL ETF
578,666666,678+88,01231,69432,9143.35%+1,220
SELECT SECTOR SPDR TR
ST STR SVC ETF
190,814213,226+22,41222,46323,6382.41%+1,176
SELECT SECTOR SPDR TR
ST STR UTIL ETF
154,507165,653+11,1466,5967,6020.77%+1,006
DIREXION SHARES ETF TRUST
DA 500 BU 3X ETF
05,230+5,23009670.10%+967
ALCOA CORP(AA)03,750+3,75008640.09%+864
NVIDIA CORPORATION(NVDA)024,286+24,28604,2350.43%+4,235
VANECK ETF TRUST
URANI NUCLE ETF
49,55151,073+1,5226,1546,8020.69%+648
BROADCOM INC(AVGO)1,6973,796+2,0995871,1750.12%+588
MICRON TECHNOLOGY INC(MU)01,716+1,71605800.06%+580
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
19,26622,106+2,8403,6914,2430.43%+552
INTEL CORP(INTC)17,46725,970+8,5036451,1460.12%+502
VANGUARD BD INDEX FDS16,64923,009+6,3601,3121,8040.18%+492
PROSHARES TR
ULTRAPRO QQQ
6,43619,604+13,1683398170.08%+478
ISHARES INC
CORE MSCI EMKT
85,19987,873+2,6745,7276,1290.62%+402
APPLIED MATLS INC01,095+1,09503740.04%+374
ALPHABET INC(GOOG)13,09815,505+2,4074,1004,4590.45%+359
TEXAS INSTRS INC(TXN)01,790+1,79003480.04%+348
PFIZER INC(PFE)012,210+12,21003430.03%+343
INVESCO EXCH TRADED FD TR II
VAR RATE PFD
0469,296+469,296011,2541.15%+11,254
TIDAL TRUST II
DEFI DA IREN ETF
024,929+24,92903250.03%+325
ISHARES TR11,30111,309+83,4033,7170.38%+314
SALESFORCE INC(CRM)01,645+1,64503070.03%+307
VANGUARD INDEX FDS36,22436,847+6239,3449,6510.98%+307
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
0134,918+134,91802,3370.24%+2,337
GRANITESHARES ETF TR
BBG COMMD K 1
056,255+56,25501,4780.15%+1,478
ISHARES TR018,738+18,73804,0990.42%+4,099
SELECT SECTOR SPDR TR
ST STR ENERG ETF
128,35998,116-30,2435,7396,0110.61%+272
EXXON MOBIL CORP01,484+1,48402520.03%+252
ISHARES TR012,301+12,30106550.07%+655
META PLATFORMS INC(META)07,167+7,16704,1010.42%+4,101
CATERPILLAR INC(CAT)0337+33702390.02%+239
ISHARES TR
US INFRASTRUC
6,2159,765+3,5503275590.06%+232
ALPS ETF TR
ALERIAN MLP
04,050+4,05002130.02%+213
GLOBAL X FDS
GLBL X MLP ETF
03,950+3,95002130.02%+213
APPLOVIN CORP(APP)0531+53102110.02%+211
ARISTA NETWORKS INC(ANET)01,705+1,70502090.02%+209
COREWEAVE INC(CRWV)02,680+2,68002080.02%+208
VANGUARD SPECIALIZED FUNDS0964+96402070.02%+207
GE VERNOVA INC(GEV)0235+23502050.02%+205
ISHARES GOLD TR(IAU)8,87710,497+1,6207219250.09%+205
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
03,431+3,43102010.02%+201
CORNING INC(GLW)01,474+1,47402000.02%+200
ISHARES TR6,0367,986+1,9505807760.08%+196
VANGUARD BD INDEX FDS024,498+24,49801,8040.18%+1,804
VANGUARD INDEX FDS7,0107,697+6871,3391,5100.15%+171
ADVANCED MICRO DEVICES INC(AMD)2,1942,983+7894706070.06%+137
ISHARES TR23,69424,045+3515,8335,9630.61%+131
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
13,54513,54502,1222,2440.23%+123
ASML HLDG NV
N Y REGISTRY SHS
38238204095050.05%+96
SELECT SECTOR SPDR TR
ST STR INDL ETF
1,7332,226+4932693600.04%+91
CHEVRON CORPORATION(CVX)01,450+1,45003000.03%+300
ISHARES S&P GSCI COMMODITY-(GSG)9,0009,00002082900.03%+83
ISHARES INC290,221298,258+8,03718,60318,6831.90%+79
SPDR SERIES TRUST
ST STR SP BIOT
13,18913,18901,6081,6850.17%+76
WALMART INC(WMT)5,5935,59306236950.07%+72
PACER FDS TR
US CASH COWS 100
34,20833,978-2302,0592,1260.22%+67
ISHARES SILVER TR(SLV)4,5505,270+7202933590.04%+66
CITIGROUP INC(C)3,0833,734+6513604230.04%+64
GLOBAL X FDS
LITHIUM BTRY ETF
6,4506,45004184800.05%+61
SPDR SERIES TRUST
ST STR SP AERO
5,3955,340-551,3011,3560.14%+55
VANGUARD INTL EQUITY INDEX F8,3619,257+8964495000.05%+51
ISHARES TR04,338+4,33804180.04%+418
ISHARES INC4,1654,330+1654585020.05%+44
VANGUARD INTL EQUITY INDEX F5,8975,89705335760.06%+43
INVESCO ACTIVELY MANAGED EXC
TOTAL RETURN
12,30013,377+1,0775836260.06%+43
ISHARES TR20,69720,69701,1321,1750.12%+43
ISHARES TR
MSCI UK ETF NEW
25,00025,00001,1001,1390.12%+40
COSTCO WHOLESALE CORPORATION(COST)0287+28702860.03%+286
VANGUARD INTL EQUITY INDEX F2,9033,352+4492142520.03%+38
SELECT SECTOR SPDR TR
ST STR MATER ETF
5,9026,114+2122683060.03%+38
GLOBAL X FDS
GLOBAL X URANIUM
05,450+5,45002640.03%+264
PHILIP MORRIS INTL INC(PM)02,157+2,15703570.04%+357
ISHARES TR4,8975,164+2675255480.06%+24
SHOPIFY INC(SHOP)1,7142,521+8072762990.03%+23
VANECK ETF TRUST
SEMICONDUCTR ETF
5,0044,744-2601,8021,8190.19%+17
ISHARES U S ETF TR
GSCI CMDTY STGY
091,466+91,46603,0920.32%+3,092
PACER FDS TR
US SM CAP CA ETF
024,817+24,81701,1140.11%+1,114
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
28,14029,660+1,5201,6361,6470.17%+11
INVESCO EXCHANGE TRADED FD T
WILDERHIL CLAN
6,7586,75802062130.02%+7
STATE STR SPDR S&P MIDCAP 40(MDY)0500+50003080.03%+308
ISHARES TR20,85021,128+2782,2972,3030.23%+5
LISTED FDS TR
ROUN MA SEVE ETF
5,1505,937+7873403440.04%+4
ISHARES TR04,000+4,00003340.03%+334
PROCTER & GAMBLE CO(PG)01,919+1,91902770.03%+277
SPDR SERIES TRUST
ST STR SP REGBNK
3,3003,30002142150.02%+1
ISHARES TR
FLTG RATE NT ETF
04,580+4,58002330.02%+233
ISHARES TR5,0675,06708558560.09%0
ISHARES TR1,4601,46003103080.03%-1
SPDR SERIES TRUST
ST STR P500VAL
5,9005,90003353340.03%-1
INNOVATOR ETFS TRUST
US EQT ACLRTD 9
7,2657,26502782760.03%-2
NEUBERGER R/EST SECS INC FD
COM
012,238+12,2380350.00%+35
ISHARES TR04,032+4,03203850.04%+385
VS MEDIA HOLDINGS LTD.43,0000-43,00040-4
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