DOSSIER · 13F-HR · Q1 2026

Evolution Wealth Advisors, LLC

Evolution Wealth's asset manager based in London, UK — $981M in tracked AUM across 176 positions as of Q1 2026.

EW

Evolution Wealth·London, UK·Asset Manager

CIK 0001763121 · last filed Mar 31, 2026

Total AUM

$981M

▲ 10.2%

vs prior

Holdings

176

—

positions

Whale Score

65

65

tracked

Activity

—

no data

changes this Q

Top sector

Tech

7% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: Evolution Wealth Advisors, LLC

Portfolio Overview

Evolution Wealth Advisors, LLC reported a significant expansion in assets under management for the period ending December 31, 2025. The total portfolio value surged by 77.8%, rising from $558.09M in the previous quarter (Q3 2025) to $992.19M. This substantial increase indicates a combination of strong market performance on existing assets and likely significant net capital inflows or a m...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

APPLE INC

$239M940K24.3%

02

STATE STR SPDR S&P 500 ETF T

$176M271K18.0%

03

SELECT SECTOR SPDR TR

$68M514K7.0%

04

SELECT SECTOR SPDR TR

$33M667K3.4%

05

GLOBAL X FDS

$31M606K3.1%

06

SPDR GOLD TR

$30M70K3.1%

07

INVESCO QQQ TR

$26M45K2.7%

08

SELECT SECTOR SPDR TR

$24M213K2.4%

09

AMAZON COM INC

$21M99K2.1%

10

ISHARES INC

$19M298K1.9%

Filing history

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