13F Filings History of Evolution Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$991,099,431
Signature - Title
Luciana Roditi - Chief Compliance Officer
Location
Aventura, FL
Summary
This page shows a list of all the recent 13F filings made by Evolution Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Evolution Wealth Advisors, LLC reported 166 stock holdings with total value $991,099,431 as of Q4 2025. Top holdings included AAPL, SPY, XLK, XLF, and PAVE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 166 $991,099,431 +$302,768,319 -$21,630,497 +$281,137,822 AAPL, SPY, XLK, XLF, PAVE 13F-HR 12 Jan 2026, 12:49
Q3 2025 165 $743,710,529 +$43,916,908 -$43,176,207 +$740,701 SPY, XLK, XLF, PAVE, QQQ 13F-HR 28 Oct 2025, 16:45
Q2 2025 170 $682,077,465 +$49,015,285 -$25,962,235 +$23,053,050 SPY, XLK, XLF, PAVE, QQQ 13F-HR 08 Aug 2025, 13:14
Q1 2025 149 $598,963,780 +$46,332,352 -$22,709,912 +$23,622,440 SPY, XLK, XLF, PAVE, AMZN 13F-HR 09 May 2025, 16:51
Q4 2024 143 $597,808,398 +$62,704,502 -$28,433,436 +$34,271,066 SPY, XLK, PAVE, XLF, AMZN 13F-HR 17 Jan 2025, 12:06
Q3 2024 131 $554,336,270 +$34,775,727 -$17,135,273 +$17,640,454 SPY, XLK, PAVE, XLF, AMZN 13F-HR 06 Nov 2024, 17:06
Q2 2024 134 $513,207,373 +$22,478,393 -$41,429,632 -$18,951,239 SPY, XLK, PAVE, XLF, AMZN 13F-HR 18 Jul 2024, 17:07
Q1 2024 135 $522,090,454 +$68,417,242 -$79,719,748 -$11,302,506 SPY, XLK, PAVE, XLF, AMZN 13F-HR 19 Apr 2024, 09:32
Q4 2023 128 $497,278,887 +$12,700,374 -$14,329,624 -$1,629,250 SPY, HOOD, XLK, PAVE, GLD 13F-HR 31 Jan 2024, 12:34
Q3 2023 124 $447,737,202 +$24,608,752 -$17,712,546 +$6,896,206 SPY, HOOD, XLK, PAVE, GLD 13F-HR 06 Nov 2023, 17:35
Q2 2023 115 $452,706,261 +$29,666,394 -$12,298,246 +$17,368,148 SPY, HOOD, XLK, PAVE, XLV 13F-HR 17 Jul 2023, 11:03
Q1 2023 120 $416,630,823 +$25,782,717 -$19,757,616 +$6,025,101 SPY, HOOD, XLK, XLV, PAVE 13F-HR 02 May 2023, 15:11
Q4 2022 118 $396,901,435 +$76,190,761 -$39,025,406 +$37,165,355 SPY, HOOD, XLV, XLK, PAVE 13F-HR 07 Feb 2023, 14:29
Q3 2022 109 $364,800,000 +$33,430,679 -$31,709,283 +$1,721,396 SPY, HOOD, XLK, XLV, PAVE 13F-HR 01 Nov 2022, 21:49
Q2 2022 112 $393,382,000 +$58,221,368 -$41,290,861 +$16,930,507 SPY, XLK, HOOD, XLV, PAVE 13F-HR 02 Aug 2022, 13:02
Q1 2022 120 $484,894,000 +$44,517,222 -$70,178,242 -$25,661,020 HOOD, SPY, XLK, XLF, COMT 13F-HR 29 Apr 2022, 09:44
Q4 2021 137 $567,768,000 +$139,570,638 -$19,960,989 +$119,609,649 HOOD, SPY, XLK, QQQ, VB 13F-HR 28 Jan 2022, 15:17
Q3 2021 659 $466,599,000 +$51,738,937 -$56,514,714 -$4,775,777 SPY, XLK, QQQ, VB, XLF 13F-HR 09 Nov 2021, 13:33
Q2 2021 625 $492,106,000 +$56,839,401 -$41,431,158 +$15,408,243 SPY, XLK, VB, QQQ, PDBC 13F-HR 22 Jul 2021, 15:07
Q1 2021 639 $447,992,000 +$86,148,698 -$103,962,878 -$17,814,180 SPY, XLK, VB, QQQ, PAVE 13F-HR 20 Apr 2021, 13:22
Q4 2020 569 $443,324,000 +$95,339,469 -$49,583,789 +$45,755,680 XLK, SPY, VB, QQQ, GLD 13F-HR 02 Feb 2021, 13:52
Q3 2020 577 $365,711,037 +$114,324,280 -$61,379,187 +$52,945,093 XLK, SPY, QQQ, GLD, XLV 13F-HR 15 Oct 2020, 16:46
Q2 2020 513 $304,970,033 +$94,510,538 -$73,373,483 +$21,137,055 XLK, PBR, GLD, SPY, XLV 13F-HR 27 Jul 2020, 10:43
Q1 2020 298 $247,334,000 +$52,275,985 -$97,044,625 -$44,768,640 XLK, GLD, SPY, XLV, TIP 13F-HR 22 Apr 2020, 12:47
Q4 2019 609 $399,284,000 +$240,164,998 -$66,282,034 +$173,882,964 TSLA, BRZUXXXX, SPY, XLK, XLV 13F-HR 03 Feb 2020, 13:38
Q3 2019 450 $209,634,035 +$177,813,163 -$67,380,089 +$110,433,074 TSLA, SQM, BRZUXXXX, GLD, TIP 13F-HR 12 Nov 2019, 09:31
Q2 2019 448 $203,754,000 +$48,720,118 -$1,503,102 +$47,217,016 SPY, XLK, XLV, XLF, XLC 13F-HR 12 Jul 2019, 11:45
Q1 2019 99 $217,431,073 +$39,675,929 -$34,720,124 +$4,955,805 SPY, XLK, XLV, VTV, XLC 13F-HR 09 May 2019, 13:04
Q4 2018 138 $219,058,053 $0 SPY, XLK, XLV, XLF, LQD 13F-HR 29 Jan 2019, 14:19