Fund HoldingsEvolution Wealth Advisors, LLC

Total Portfolio Value
$854.95M
Total Bought
$135.56M
Total Sold
$267.11M
Net Transaction
-$131.56M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
STATE STR SPDR S&P 500 ETF T(SPY)271,320282,543+11,223176,451210,99324.68%+34,543
SELECT SECTOR SPDR TR
ST STR TECHN ETF
513,535517,308+3,77368,24998,55811.53%+30,309
ISHARES TR11,30919,140+7,8313,71712,2641.43%+8,547
INVESCO QQQ TR45,15746,255+1,09826,06434,0623.98%+7,998
GLOBAL X FDS
US INFR DEV ETF
606,022609,894+3,87230,79235,9354.20%+5,143
VANGUARD INDEX FDS29,47632,873+3,39717,61322,5772.64%+4,964
ISHARES INC
CORE MSCI EMKT
87,873115,753+27,8806,1299,5891.12%+3,460
SELECT SECTOR SPDR TR
ST STR FINL ETF
666,678676,267+9,58932,91436,2554.24%+3,341
ISHARES TR24,04528,017+3,9725,9638,4180.98%+2,455
INTEL CORP(INTC)25,97024,789-1,1811,1463,4610.40%+2,315
IREN LIMITED
ORDINARY SHARES
72,845102,014+29,1692,4974,6650.55%+2,168
AMAZON COM INC(AMZN)99,19994,877-4,32220,66022,6132.64%+1,953
VANGUARD WORLD FD
INF TECH ETF
6,40851,267+44,8594,4716,1270.72%+1,656
BERKSHIRE HATHAWAY INC DEL16,39218,552+2,1607,8559,2831.09%+1,428
ALPHABET INC(GOOG)22,73122,482-2496,5217,9440.93%+1,423
ADVANCED MICRO DEVICES INC(AMD)2,9833,378+3956071,9620.23%+1,355
VANGUARD INDEX FDS36,84735,915-9329,65110,8871.27%+1,236
ALPHABET INC(GOOG)15,50515,773+2684,4595,6370.66%+1,178
VANECK ETF TRUST
SEMICONDUCTR ETF
4,7444,548-1961,8192,9830.35%+1,164
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
22,10625,379+3,2734,2435,4000.63%+1,157
UNITEDHEALTH GROUP INC(UNH)02,584+2,58401,0740.13%+1,074
ISHARES TR78410,057+9,2733341,2490.15%+914
MICRON TECHNOLOGY INC(MU)1,7161,274-4425801,4710.17%+891
FRANKLIN TEMPLETON ETF TR
FRANKLIN INDIA
025,042+25,04208910.10%+891
TAIWAN SEMICONDUCTOR MANUFAC(TSM)01,852+1,85208840.10%+884
ISHARES TR
US INFRASTRUC
9,76520,690+10,9255591,3040.15%+746
SELECT SECTOR SPDR TR
ST STR DISCR ETF
70,55970,950+3917,6898,3210.97%+632
BROADCOM INC(AVGO)3,7964,773+9771,1751,8030.21%+628
ISHARES TR4,03210,382+6,3503859820.11%+597
APPLIED MATLS INC1,0951,241+1463748970.10%+523
SANDISK CORP(SNDK)0228+22805180.06%+518
ISHARES TR18,73818,877+1394,0994,5760.54%+477
SPDR SERIES TRUST
ST STR SP BANK
53,02253,02203,1573,6170.42%+460
SPDR SERIES TRUST
ST STR SP BIOT
13,18913,212+231,6852,0910.24%+406
SPDR SERIES TRUST
ST STR SP AERO
5,3406,170+8301,3561,7510.20%+395
UBER TECHNOLOGIES INC(UBER)2,7867,984+5,1982005760.07%+376
ISHARES TR03,677+3,67703640.04%+364
PROSHARES TR
PSHS ULT S&P 500
23,13423,064-701,2001,5540.18%+354
CROWDSTRIKE HLDGS INC(CRWD)0454+45403460.04%+346
DELL TECHNOLOGIES INC(DELL)0784+78403380.04%+338
ORACLE CORP(ORCL)02,243+2,24303290.04%+329
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0334+33403220.04%+322
TIDAL TRUST II
DEFI DA IREN ETF
24,92938,536+13,6073256440.08%+319
VANGUARD BD INDEX FDS23,00927,140+4,1311,8042,1140.25%+310
PALO ALTO NETWORKS INC(PANW)0909+90903100.04%+310
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
02,985+2,98502680.03%+268
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
12,80412,744-601,2831,5470.18%+265
ISHARES TR9,2569,461+2051,0471,3010.15%+254
ASML HLDG NV
N Y REGISTRY SHS
382377-55057500.09%+245
VANGUARD TAX-MANAGED FDS03,431+3,43102440.03%+244
MORGAN STANLEY(MS)01,166+1,16602440.03%+244
ISHARES TR20,69720,69701,1751,4160.17%+240
VANGUARD INDEX FDS7,6977,980+2831,5101,7390.20%+229
COCA COLA CO(KO)02,769+2,76902250.03%+225
FIDELITY WISE ORIGIN BITCOIN(FBTC)04,340+4,34002220.03%+222
ROBLOX CORP(RBLX)04,018+4,01802180.03%+218
SPACE EXPLORATION TECHN CORP01,265+1,26502160.03%+216
PULTE GROUP INC(PHM)01,563+1,56302140.03%+214
FIRST TR EXCHANGE-TRADED FD0807+80702140.02%+214
LUMENTUM HLDGS INC(LITE)0247+24702120.02%+212
NVIDIA CORPORATION(NVDA)24,28622,225-2,0614,2354,4470.52%+212
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
03,252+3,25202100.02%+210
FIDELITY COVINGTON TRUST0705+70502010.02%+201
GOLDMAN SACHS GROUP INC(GS)1,1431,14309671,1560.14%+189
COREWEAVE INC(CRWV)2,6803,980+1,3002083960.05%+189
ISHARES TR7,9869,266+1,2807769630.11%+187
INVESCO EXCH TRADED FD TR II
VAR RATE PFD
469,296470,496+1,20011,25411,4381.34%+184
ISHARES TR5,0675,377+3108561,0230.12%+167
ISHARES TR4,3384,838+5004185770.07%+160
ARK ETF TR
INNOVATION ETF
13,47213,212-2609111,0680.12%+157
ISHARES TR7,6947,502-1929561,1130.13%+156
HOWMET AEROSPACE INC(HWM)4,0004,00009221,0750.13%+154
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
13,54513,54502,2442,3930.28%+148
PACER FDS TR
US SM CAP CA ETF
24,81724,81701,1141,2560.15%+142
ISHARES TR
FUTU EXPO TE ETF
9,5359,53506507880.09%+138
VANGUARD INDEX FDS2,7712,77108891,0250.12%+136
ISHARES TR8,2548,25409981,1270.13%+129
TIDAL TRUST I34,05034,05008139410.11%+129
VANGUARD WORLD FD
FINANCIALS ETF
11,88911,890+11,4361,5650.18%+128
VANGUARD INDEX FDS2,55814,316+11,7581,1171,2330.14%+116
BANK OF AMER CORP2,08718,859+16,7729691,0750.13%+106
VANGUARD INTL EQUITY INDEX F5,8975,89705766820.08%+106
ISHARES TR5,4575,464+77558580.10%+103
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
27,28727,293+61,7441,8440.22%+101
WEDBUSH SER TR9,3759,540+1652663630.04%+98
VANGUARD MUN BD FDS30,27331,731+1,4581,5101,6050.19%+95
CITIGROUP INC(C)3,7343,695-394235170.06%+94
CORNING INC(GLW)1,4741,128-3462002880.03%+88
ISHARES TR1,8241,82405806670.08%+87
ISHARES INC6,4266,42606547340.09%+80
APPLOVIN CORP(APP)531563+322112900.03%+79
BERKSHIRE HATHAWAY INC DEL2201,4361,4980.18%+61
SHOPIFY INC(SHOP)2,5213,155+6342993600.04%+61
VANGUARD INTL EQUITY INDEX F9,2579,319+625005560.07%+56
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
29,66027,670-1,9901,6471,7010.20%+54
GE VERNOVA INC(GEV)235220-152052580.03%+53
ABBVIE INC(ABBV)1,4861,495+93233760.04%+53
TEXAS INSTRS INC(TXN)1,7901,341-4493484000.05%+52
VANGUARD WORLD FD
CONSUM DIS ETF
1,3751,37504945450.06%+52
INVESCO EXCHANGE TRADED FD T
WILDERHIL CLAN
6,7586,738-202132630.03%+49
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Evolution Wealth Advisors, LLC — 13F Holdings — Q2 2026 | TickerTrail