Evolution Wealth Advisors, LLC
•CIK: 1763121•Filing: Q4 2025
**Evolution Wealth Advisors, LLC** manages $992M across a diversified portfolio of 166 positions. The fund exhibits significant concentration in mega-cap technology and broad market indices, notably holding AAPL at $255.1M and SPY at $180.3M. Further allocations include substantial exposure to sector ETFs such as XLK ($72.8M) and XLF ($31.7M). This structure suggests a core mandate focused on established growth leaders and broad market beta capture.
Total AUM
$992.2M
QoQ Performance
+33.2%
Positions
90
Top 10 Concentration
68.9%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
SPY
XLK
AAPL25.7%
SPY18.2%
XLK7.3%
XLF3.2%
PAVE2.9%
NDQ2.8%
GQ92.4%
XLC2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other46.7%
Technology28.7%
ETF20.0%
Consumer3.0%
Financial1.4%
Healthcare0.1%
Industrial0.0%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW10 new positions
↑51 increased
↓53 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023