1y return+19.6%S&P 500 +20.9%
3y return+69.5%S&P 500 +68.5%
5y return+41.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $317 against $299 in the S&P 500.2
Evolution Wealth Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $211.0M | 24.7% | +4.1% |
| XLKSelect Sector Spdr Tr | $98.6M | 11.5% | |
| XLFSelect Sector Spdr Tr | $36.3M | 4.2% | +1.4% |
| PAVEGlobal X Fds | $35.9M | 4.2% | |
| QQQInvesco Qqq Tr | $34.1M | 4.0% | +2.4% |
| GLDSpdr Gold Tr | $26.5M | 3.1% | +2.3% |
| XLCSelect Sector Spdr Tr | $23.0M | 2.7% | |
| AMZNAmazon Com Inc | $22.6M | 2.6% | −4.4% |
| VOOVanguard Index Fds | $22.6M | 2.6% | +11.5% |
| XLVSelect Sector Spdr Tr | $13.6M | 1.6% | −25.7% |
| EZUIshares Inc | $13.4M | 1.6% | −35.2% |
| SHLDGlobal X Fds | $13.1M | 1.5% | +5.7% |
| SOXXIshares Tr | $12.3M | 1.4% | +69.2% |
| VRPInvesco Exch Traded Fd Tr II | $11.4M | 1.3% | |
| JFLXJ P Morgan Exchange Traded F | $11.3M | 1.3% | −2.0% |
| VBVanguard Index Fds | $10.9M | 1.3% | −2.5% |
| IEMGIshares Inc | $9.6M | 1.1% | +31.7% |
| AAPLApple Inc | $9.5M | 1.1% | −96.5% |
| BRK/BBerkshire Hathaway Inc Del | $9.3M | 1.1% | +13.2% |
| IWMIshares Tr | $8.4M | 1.0% | +16.5% |
| XLYSelect Sector Spdr Tr | $8.3M | 1.0% | |
| GOOGAlphabet Inc | $7.9M | 0.9% | −1.1% |
| XLUSelect Sector Spdr Tr | $7.6M | 0.9% | |
| PLTRPalantir Technologies Inc | $6.6M | 0.8% | |
| IBITIshares Bitcoin Trust Etf | $6.2M | 0.7% | +12.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $4.4M |
| PLTRPalantir Technologies Inc | March 31, 2022 | +749.7% | $6.6M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $5.6M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $7.9M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $98.6M |
| PAVEGlobal X Fds | September 30, 2020 | +249.5% | $35.9M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $9.5M |
| VGTVanguard World Fd | December 31, 2022 | +199.4% | $6.1M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $34.1M |
| ITAIshares Tr | June 30, 2020 | +194.3% | $4.6M |
Sold off last quarter
- Royal Caribbean GroupCUSIP V7780T103 was $1.1M
- SPXLDirexion Shares Etf Trust was $967K
- AAAlcoa Corp was $864K
- TQQQProshares Tr was $817K
- PWBInvesco Exchange Traded Fd T was $630K
- GEGe Aerospace was $371K
- PFEPfizer Inc was $343K
- IMCBIshares Tr was $334K
- COSTCostco Wholesale Corporation was $286K
- HDHome Depot Inc was $264K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.0% | +14.8% |
| March 31, 2026 | −4.1% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +8.4% | +7.8% |
| June 30, 2025 | +10.2% | +10.5% |
| March 31, 2025 | −3.8% | −4.6% |
| December 31, 2024 | +2.1% | +2.1% |
| September 30, 2024 | +4.9% | +5.4% |
| June 30, 2024 | +2.0% | +4.0% |
| March 31, 2024 | +12.7% | +10.0% |
| December 31, 2023 | +11.4% | +11.2% |
| September 30, 2023 | −2.6% | −3.6% |
| June 30, 2023 | +5.1% | +8.3% |
| March 31, 2023 | +7.2% | +7.0% |
| December 31, 2022 | +1.5% | +7.1% |
| September 30, 2022 | −3.9% | −5.3% |
| June 30, 2022 | −18.7% | −16.5% |
| March 31, 2022 | −7.5% | −4.9% |
| December 31, 2021 | +3.4% | +10.7% |
| September 30, 2021 | −2.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Evolution Wealth Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1763121&type=13F-HR&dateb=&owner=include&count=40CIK 1763121
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1763121/000176312126000008/Filed July 29, 2026 · accession 0001763121-26-000008