Evolution Wealth Advisors, LLC: 13F holdings
CIK 17631212026Q2
| Positions | 181 |
|---|---|
| Reported value | $854.9m |
| Filed | 2026-07-29 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 282,543 | $211.0m | 24.7% |
| XLK SELECT SECTOR SPDR TR | 517,308 | $98.6m | 11.5% |
| XLF SELECT SECTOR SPDR TR | 676,267 | $36.3m | 4.2% |
| PAVE GLOBAL X FDS | 609,894 | $35.9m | 4.2% |
| QQQ INVESCO QQQ TR | 46,255 | $34.1m | 4.0% |
| GLD SPDR GOLD TR | 71,878 | $26.5m | 3.1% |
| XLC SELECT SECTOR SPDR TR | 214,679 | $23.0m | 2.7% |
| AMZN AMAZON COM INC | 94,877 | $22.6m | 2.6% |
| VOO VANGUARD INDEX FDS | 32,873 | $22.6m | 2.6% |
| XLV SELECT SECTOR SPDR TR | 85,624 | $13.6m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1763121")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.