13F Filings History of Evolution Wealth Advisors, LLC

Latest 13F report
Q3 2025 - 28 Oct 2025
Value $
$744M
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 165 stock holdings with total value $744M as of Q3 2025. Top holdings included SPY, XLK, XLF, PAVE, and QQQ.

Notify me when Evolution Wealth Advisors, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 165 $744M +$43.9M -$43.2M +$741K SPY, XLK, XLF, PAVE, QQQ 13F-HR 28 Oct 2025, 16:45
Q2 2025 170 $682M +$49M -$26M +$23.1M SPY, XLK, XLF, PAVE, QQQ 13F-HR 08 Aug 2025, 13:14
Q1 2025 149 $599M +$46.3M -$22.7M +$23.6M SPY, XLK, XLF, PAVE, AMZN 13F-HR 09 May 2025, 16:51
Q4 2024 143 $598M +$62.7M -$28.4M +$34.3M SPY, XLK, PAVE, XLF, AMZN 13F-HR 17 Jan 2025, 12:06
Q3 2024 131 $554M +$34.8M -$17.1M +$17.6M SPY, XLK, PAVE, XLF, AMZN 13F-HR 06 Nov 2024, 17:06
Q2 2024 134 $513M +$22.5M -$41.4M -$19M SPY, XLK, PAVE, XLF, AMZN 13F-HR 18 Jul 2024, 17:07
Q1 2024 135 $522M +$68.4M -$79.7M -$11.3M SPY, XLK, PAVE, XLF, AMZN 13F-HR 19 Apr 2024, 09:32
Q4 2023 128 $497M +$12.7M -$14.3M -$1.63M SPY, HOOD, XLK, PAVE, GLD 13F-HR 31 Jan 2024, 12:34
Q3 2023 119 $448M +$24.6M -$17.7M +$6.9M SPY, HOOD, XLK, PAVE, GLD 13F-HR 06 Nov 2023, 17:35
Q2 2023 115 $453M +$29.7M -$15M +$14.7M SPY, HOOD, XLK, PAVE, XLV 13F-HR 17 Jul 2023, 11:03
Q1 2023 120 $417M +$25.8M -$32.6M -$6.77M SPY, HOOD, XLK, XLV, PAVE 13F-HR 02 May 2023, 15:11
Q4 2022 118 $397M +$76.2M -$45.1M +$31.1M SPY, HOOD, XLV, XLK, PAVE 13F-HR 07 Feb 2023, 15:29
Q3 2022 109 $365M +$33.4M -$40.1M -$6.71M SPY, HOOD, XLK, XLV, PAVE 13F-HR 01 Nov 2022, 21:49
Q2 2022 115 $393M +$58.2M -$52.3M +$5.95M SPY, XLK, HOOD, XLV, PAVE 13F-HR 02 Aug 2022, 13:02
Q1 2022 122 $485M +$44.5M -$85.3M -$40.8M HOOD, SPY, XLK, XLF, COMT 13F-HR 29 Apr 2022, 09:44
Q4 2021 139 $568M +$140M -$60.3M +$79.2M HOOD, SPY, XLK, QQQ, VB 13F-HR 28 Jan 2022, 16:17
Q3 2021 660 $467M +$51.7M -$63.6M -$11.9M SPY, XLK, QQQ, VB, XLF 13F-HR 09 Nov 2021, 13:33
Q2 2021 626 $492M +$56.8M -$41.4M +$15.4M SPY, XLK, VB, QQQ, PDBC 13F-HR 22 Jul 2021, 15:07
Q1 2021 640 $448M +$86.1M -$104M -$17.8M SPY, XLK, VB, QQQ, PAVE 13F-HR 20 Apr 2021, 13:22
Q4 2020 574 $443M +$95.3M -$59.1M +$36.2M XLK, SPY, VB, QQQ, GLD 13F-HR 02 Feb 2021, 14:52
Q3 2020 585 $366M +$114M -$66.4M +$47.9M XLK, SPY, QQQ, GLD, XLV 13F-HR 15 Oct 2020, 16:46
Q2 2020 528 $304M +$93.3M -$84.7M +$8.6M XLK, PBR, GLD, SPY, XLV 13F-HR 27 Jul 2020, 10:43
Q1 2020 304 $247M +$52.3M -$116M -$63.3M XLK, GLD, SPY, XLV, TIP 13F-HR 22 Apr 2020, 12:47
Q4 2019 619 $399M +$240M -$113M +$127M TSLA, BRZU, SPY, XLK, XLV 13F-HR 03 Feb 2020, 14:38
Q3 2019 475 $210M +$178M -$169M +$8.63M TSLA, SQM, BRZU, GLD, TIP 13F-HR 12 Nov 2019, 10:31
Q2 2019 464 $204M +$48.7M -$68M -$19.3M SPY, XLK, XLV, XLF, XLC 13F-HR 12 Jul 2019, 11:45
Q1 2019 102 $218M +$39.7M -$62.5M -$22.8M SPY, XLK, XLV, VTV, XLC 13F-HR 09 May 2019, 13:04
Q4 2018 139 $219M $0 $0 SPY, XLK, XLV, XLF, LQD 13F-HR 29 Jan 2019, 15:19