Evolution Wealth Advisors
Evolution Wealth Advisors reported 181 stocks worth $855M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are SPY (24.7%), XLK (11.5%) and XLF (4.2%). Compared with Q1 2026, the fund opened new positions in UNH, FLIN and TSM, added to SPY, XLK and XLF, trimmed AMZN, XLV and EZU and sold out of RCL, SPXL and AA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $211M | 24.7% | 283K | +11K (+4%) | 8 of 8 | |
| 2 |  XLK Select Sector Spdr TR | $98.6M | 11.5% | 517K | +3,773 (+1%) | 8 of 8 | |
| 3 |  XLF Select Sector Spdr TR | $36.3M | 4.2% | 676K | +9,589 (+1%) | 8 of 8 | |
| 4 |  PAVE Global X Fds | $35.9M | 4.2% | 610K | +3,872 (+1%) | 8 of 8 | |
| 5 |  QQQ Invesco Qqq TR | $34.1M | 4.0% | 46K | +1,098 (+2%) | 8 of 8 | |
| 6 |  GLD Spdr Gold TR | $26.5M | 3.1% | 72K | +1,592 (+2%) | 8 of 8 | |
| 7 |  XLC Select Sector Spdr TR | $23M | 2.7% | 215K | +1,453 (+1%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $22.6M | 2.6% | 95K | −4,322 (−4%) | 8 of 8 | |
| 9 |  VOO Vanguard S&P 500 ETF | $22.6M | 2.6% | 33K | +3,397 (+12%) | 8 of 8 | |
| 10 |  XLV State Street | $13.6M | 1.6% | 86K | −30K (−26%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 RCL Royal Caribbean Group | $1.1M | 3,939 |
 SPXL Direxion Shs ETF TR | $967K | 5,230 |
 AA Alcoa Corp | $864K | 3,750 |
 TQQQ Proshares TR | $817K | 20K |
 PWB Invesco Exchange Traded FD T | $630K | 5,000 |
🔒 Free account: see all 17.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 29, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Evolution Wealth Advisors 13F FAQ
What does Evolution Wealth Advisors own?
Evolution Wealth Advisors reported 181 stocks worth $855M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are SPY (24.7%), XLK (11.5%) and XLF (4.2%). The table above lists every position in the filing (the top 10 without an account).
What did Evolution Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 22 new positions, 58 added to, 56 trimmed and 17 sold out. New positions include UNH, FLIN and TSM. It sold all of RCL, SPXL and AA.
When will Evolution Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Evolution Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $855M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.