Evolution Wealth Advisors, LLC
All 13F Filings
- Location
- Aventura, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 854,948
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 181 | 854,948 | 13F-HR | Evolution Wealth Advisors, LLC |
| Q1 2026 | 5/8/2026 | 176 | 981,500 | 13F-HR | Evolution Wealth Advisors, LLC |
| Q4 2025 | 1/12/2026 | 166 | 992,192 | 13F-HR | Evolution Wealth Advisors, LLC |
| Q3 2025 | 10/28/2025 | 165 | 744,736 | 13F-HR | Evolution Wealth Advisors, LLC |
| Q2 2025 | 8/8/2025 | 170 | 683,018 | 13F-HR | Evolution Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 120.4 K | 14.1% | 0 | 219.5 K | -219.5 K |
| ETFs | 720.3 K | 84.3% | 92.77 K | 0 | 92.77 K |
| Debt | 14.28 K | 1.7% | 194 | 0 | 194 |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
854,948
Holdings
181
QoQ value change ($000)
-126,552
(-12.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.