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.
Filing history
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