Evolution Wealth Advisors, LLC
All 13F Filings
- Location
- Aventura, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 992,192
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 830.6 K | 83.7% | 258.1 K | 0 | 258.1 K |
| ETFs | 146.3 K | 14.7% | 0 | 10.75 K | -10.75 K |
| Debt | 13.65 K | 1.4% | 0 | 0 | 0 |
| Other | 1.641 K | 0.2% | 129 | 0 | 129 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/12/2026
Total value ($000)
992,192
Holdings
166
QoQ value change ($000)
247,456
(33.2%)
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.