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Home > Institutional Investor > Evolution Wealth Advisors, Llc > Profile

Instuitional Investor - Evolution Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Evolution Wealth Advisors, Llc
Portfolio Value $992,192,226
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 938,352 $255,100,360 25.71%
2.
Spdr S & P 500 Etf Trust
 SPY 264,460 $180,342,017 18.18%
3.
Sector Spdr Trust
 XLB 505,528 $72,781,321 7.34%
4.
Sector Spdr Trust
 XLB 578,666 $31,693,804 3.19%
5.
Global X Fds - US INFR DEV ETF
 603,680 $28,849,886 2.91%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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