Evolution Wealth Advisors, LLC Diversified Active

Location: Aventura, FL

CIK: 0001763121 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 12, 2026

Total Value: $992M (100.0% shares, 0.0% debt)

Holdings (166)

AAPL APPLE INC 25.7%
Value $255M Shares 938,352 Est. Cost $262.96 Unrealized +2.0%
SPY SPDR S&P 500 ETF TR 18.2%
Value $180M Shares 264,460 Est. Cost $468.22 Unrealized
XLK SELECT SECTOR SPDR TR 7.3%
Value $72.78M Shares 505,528 Est. Cost $141.44 Unrealized
XLF SELECT SECTOR SPDR TR 3.2%
Value $31.69M Shares 578,666 Est. Cost $35.25 Unrealized
PAVE GLOBAL X FDS 2.9%
Value $28.85M Shares 603,680 Est. Cost $19.30 Unrealized
QQQ INVESCO QQQ TR 2.8%
Value $27.53M Shares 44,808 Est. Cost $366.14 Unrealized
GLD SPDR GOLD TR 2.4%
Value $24.3M Shares 61,327 Est. Cost $176.05 Unrealized
XLC SELECT SECTOR SPDR TR 2.3%
Value $22.46M Shares 190,814 Est. Cost $90.34 Unrealized
AMZN AMAZON COM INC 2.3%
Value $22.45M Shares 97,249 Est. Cost $135.00 Unrealized +69.5%
EZU ISHARES INC 1.9%
Value $18.6M Shares 290,221 Est. Cost $59.13 Unrealized
VOO VANGUARD INDEX FDS 1.8%
Value $17.86M Shares 28,475 Est. Cost $422.26 Unrealized
XLV SELECT SECTOR SPDR TR 1.8%
Value $17.41M Shares 112,462 Est. Cost $128.05 Unrealized
SHLD GLOBAL X FDS 1.3%
Value $13.34M Shares 205,907 Est. Cost $68.78 Unrealized
JFLX J P MORGAN EXCHANGE TRADED F 1.1%
Value $11.39M Shares 226,843 Est. Cost $50.22 Unrealized
VRP INVESCO EXCH TRADED FD TR II 1.1%
Value $10.91M Shares 448,511 Est. Cost $23.60 Unrealized
XLP SELECT SECTOR SPDR TR 1.1%
Value $10.55M Shares 135,854 Est. Cost $68.20 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 1.0%
Value $9.668M Shares 54,389 Est. Cost $27.93 Unrealized +548.2%
VB VANGUARD INDEX FDS 0.9%
Value $9.344M Shares 36,224 Est. Cost $179.76 Unrealized
MSFT MICROSOFT CORP 0.9%
Value $9.071M Shares 18,756 Est. Cost $330.96 Unrealized +51.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value $7.993M Shares 15,901 Est. Cost $232.84 Unrealized +113.7%
GOOG ALPHABET INC 0.7%
Value $7.416M Shares 23,631 Est. Cost $116.38 Unrealized +146.0%
IBIT ISHARES BITCOIN TRUST ETF 0.7%
Value $7.382M Shares 148,686 Est. Cost $41.23 Unrealized
XLU SELECT SECTOR SPDR TR 0.7%
Value $6.596M Shares 154,507 Est. Cost $62.59 Unrealized
NLR VANECK ETF TRUST 0.6%
Value $6.154M Shares 49,551 Est. Cost $124.20 Unrealized
IWM ISHARES TR 0.6%
Value $5.833M Shares 23,694 Est. Cost $197.16 Unrealized
XLE SELECT SECTOR SPDR TR 0.6%
Value $5.739M Shares 128,359 Est. Cost $67.78 Unrealized
IEMG ISHARES INC 0.6%
Value $5.727M Shares 85,199 Est. Cost $58.09 Unrealized
TSLA TESLA INC 0.5%
Value $5.312M Shares 11,811 Est. Cost $283.56 Unrealized +56.3%
VGT VANGUARD WORLD FD 0.5%
Value $4.95M Shares 6,567 Est. Cost $346.85 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.5%
Value $4.644M Shares 100,326 Est. Cost $45.54 Unrealized
XLY SELECT SECTOR SPDR TR 0.4%
Value $4.127M Shares 34,562 Est. Cost $141.53 Unrealized
GOOGL ALPHABET INC 0.4%
Value $4.1M Shares 13,098 Est. Cost $133.89 Unrealized +113.3%
PBDC PUTNAM ETF TRUST 0.4%
Value $3.929M Shares 128,400 Est. Cost $33.94 Unrealized
META META PLATFORMS INC 0.4%
Value $3.86M Shares 5,848 Est. Cost $405.82 Unrealized +64.4%
ITA ISHARES TR 0.4%
Value $3.81M Shares 17,748 Est. Cost $108.75 Unrealized
SCHD SCHWAB STRATEGIC TR 0.4%
Value $3.796M Shares 138,398 Est. Cost $39.60 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value $3.691M Shares 19,266 Est. Cost $142.69 Unrealized
NVDA NVIDIA CORPORATION 0.4%
Value $3.577M Shares 19,180 Est. Cost $110.87 Unrealized +67.9%
SOXX ISHARES TR 0.3%
Value $3.403M Shares 11,301 Est. Cost $224.41 Unrealized
KBE SPDR SERIES TRUST 0.3%
Value $3.218M Shares 53,022 Est. Cost $37.07 Unrealized
COMT ISHARES U S ETF TR 0.3%
Value $3.079M Shares 123,677 Est. Cost $29.02 Unrealized
INDA ISHARES TR 0.2%
Value $2.471M Shares 45,721 Est. Cost $47.60 Unrealized
VDE VANGUARD WORLD FD 0.2%
Value $2.325M Shares 18,463 Est. Cost $109.61 Unrealized
LQD ISHARES TR 0.2%
Value $2.297M Shares 20,850 Est. Cost $107.45 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.2%
Value $2.122M Shares 13,545 Est. Cost $70.06 Unrealized
COWZ PACER FDS TR 0.2%
Value $2.059M Shares 34,208 Est. Cost $49.53 Unrealized
JPM JPMORGAN CHASE & CO. 0.2%
Value $2.051M Shares 6,365 Est. Cost $151.41 Unrealized +104.4%
PDBC INVESCO ACTVELY MNGD ETC FD 0.2%
Value $2.031M Shares 153,310 Est. Cost $14.81 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.2%
Value $1.979M Shares 29,784 Est. Cost $61.30 Unrealized
SMH VANECK ETF TRUST 0.2%
Value $1.802M Shares 5,004 Est. Cost $235.26 Unrealized
VTEB VANGUARD MUN BD FDS 0.2%
Value $1.65M Shares 32,817 Est. Cost $48.60 Unrealized
EMB ISHARES TR 0.2%
Value $1.641M Shares 17,045 Est. Cost $96.16 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.2%
Value $1.636M Shares 28,140 Est. Cost $55.26 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value $1.613M Shares 21,780 Est. Cost $73.63 Unrealized
XBI SPDR SERIES TRUST 0.2%
Value $1.608M Shares 13,189 Est. Cost $105.76 Unrealized
HWM HOWMET AEROSPACE INC 0.2%
Value $1.589M Shares 7,750 Est. Cost $129.90 Unrealized +53.2%
VFH VANGUARD WORLD FD 0.2%
Value $1.587M Shares 11,889 Est. Cost $77.29 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value $1.51M Shares 2 Est. Cost $580668.00 Unrealized +28.5%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value $1.359M Shares 19,881 Est. Cost $68.36 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value $1.347M Shares 13,535 Est. Cost $89.33 Unrealized
SSO PROSHARES TR 0.1%
Value $1.339M Shares 23,126 Est. Cost $65.68 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value $1.339M Shares 7,010 Est. Cost $139.86 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value $1.312M Shares 16,649 Est. Cost $79.26 Unrealized
XAR SPDR SERIES TRUST 0.1%
Value $1.301M Shares 5,395 Est. Cost $192.59 Unrealized
IVW ISHARES TR 0.1%
Value $1.27M Shares 10,300 Est. Cost $98.48 Unrealized
COMB GRANITESHARES ETF TR 0.1%
Value $1.188M Shares 56,255 Est. Cost $19.73 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value $1.164M Shares 2,386 Est. Cost $248.25 Unrealized
EEM ISHARES TR 0.1%
Value $1.132M Shares 20,697 Est. Cost $45.71 Unrealized
IREN IREN LIMITED 0.1%
Value $1.127M Shares 29,835 Est. Cost $16.14 Unrealized +219.7%
CALF PACER FDS TR 0.1%
Value $1.101M Shares 24,817 Est. Cost $43.95 Unrealized
EWU ISHARES TR 0.1%
Value $1.099M Shares 25,000 Est. Cost $39.72 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.1%
Value $1.099M Shares 3,939 Est. Cost $233.44 Unrealized +20.6%
BAC BANK AMERICA CORP 0.1%
Value $1.093M Shares 2,087 Est. Cost $43.62 Unrealized +20.7%
IOO ISHARES TR 0.1%
Value $1.046M Shares 8,254 Est. Cost $67.82 Unrealized
ARKK ARK ETF TR 0.1%
Value $1.036M Shares 13,472 Est. Cost $45.75 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value $1.005M Shares 1,143 Est. Cost $482.26 Unrealized +68.7%
IJR ISHARES TR 0.1%
Value $1.002M Shares 8,340 Est. Cost $103.59 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value $929K Shares 2,771 Est. Cost $203.10 Unrealized
GRNY TIDAL TRUST I 0.1%
Value $894K Shares 36,090 Est. Cost $24.99 Unrealized
IBB ISHARES TR 0.1%
Value $855K Shares 5,067 Est. Cost $120.64 Unrealized
ACWI ISHARES TR 0.1%
Value $772K Shares 5,457 Est. Cost $87.50 Unrealized
MMIT NEW YORK LIFE INVTS ACTIVE E 0.1%
Value $740K Shares 30,413 Est. Cost $24.59 Unrealized
IAU ISHARES GOLD TR 0.1%
Value $721K Shares 8,877 Est. Cost $52.16 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value $716K Shares 4,887 Est. Cost $119.74 Unrealized
FLBL FRANKLIN TEMPLETON ETF TR 0.1%
Value $713K Shares 30,428 Est. Cost $24.39 Unrealized
VOX VANGUARD WORLD FD 0.1%
Value $688K Shares 3,551 Est. Cost $97.82 Unrealized
XT ISHARES TR 0.1%
Value $665K Shares 9,535 Est. Cost $47.34 Unrealized
EUSA ISHARES INC 0.1%
Value $664K Shares 6,426 Est. Cost $99.12 Unrealized
INTC INTEL CORP 0.1%
Value $645K Shares 17,467 Est. Cost $22.76 Unrealized +65.9%
PWB INVESCO EXCHANGE TRADED FD T 0.1%
Value $636K Shares 5,000 Est. Cost $101.74 Unrealized
OEF ISHARES TR 0.1%
Value $626K Shares 1,824 Est. Cost $187.04 Unrealized
WMT WALMART INC 0.1%
Value $623K Shares 5,593 Est. Cost $72.18 Unrealized +48.5%
PDEC INNOVATOR ETFS TRUST 0.1%
Value $621K Shares 14,305 Est. Cost $31.25 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value $613K Shares 10,715 Est. Cost $55.08 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value $609K Shares 7,280 Est. Cost $77.50 Unrealized
IWF ISHARES TR 0.1%
Value $601K Shares 1,270 Est. Cost $363.74 Unrealized
AVGO BROADCOM INC 0.1%
Value $587K Shares 1,697 Est. Cost $180.61 Unrealized +97.7%
GTO INVESCO ACTIVELY MANAGED EXC 0.1%
Value $583K Shares 12,300 Est. Cost $46.08 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value $581K Shares 6,940 Est. Cost $83.36 Unrealized
EFA ISHARES TR 0.1%
Value $580K Shares 6,036 Est. Cost $78.97 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value $533K Shares 5,897 Est. Cost $82.18 Unrealized
MUB ISHARES TR 0.1%
Value $525K Shares 4,897 Est. Cost $107.63 Unrealized
VCR VANGUARD WORLD FD 0.1%
Value $502K Shares 1,275 Est. Cost $229.87 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.0%
Value $494K Shares 7,326 Est. Cost $65.35 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $470K Shares 2,194 Est. Cost $117.11 Unrealized +91.8%
EIS ISHARES INC 0.0%
Value $458K Shares 4,165 Est. Cost $110.03 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $449K Shares 8,361 Est. Cost $47.78 Unrealized
IWD ISHARES TR 0.0%
Value $441K Shares 2,098 Est. Cost $188.16 Unrealized
PFF ISHARES TR 0.0%
Value $435K Shares 14,064 Est. Cost $37.54 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value $420K Shares 6,719 Est. Cost $51.06 Unrealized
LIT GLOBAL X FDS 0.0%
Value $418K Shares 6,450 Est. Cost $43.63 Unrealized
IGIB ISHARES TR 0.0%
Value $411K Shares 7,619 Est. Cost $50.57 Unrealized
ASML ASML HOLDING N V 0.0%
Value $409K Shares 382 Est. Cost $991.53 Unrealized
GE GE AEROSPACE 0.0%
Value $401K Shares 1,302 Est. Cost $200.51 Unrealized +50.0%
BIL SPDR SERIES TRUST 0.0%
Value $396K Shares 4,331 Est. Cost $91.61 Unrealized
IEF ISHARES TR 0.0%
Value $388K Shares 4,031 Est. Cost $95.76 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value $381K Shares 1,154 Est. Cost $501.50 Unrealized -32.8%
AAXJ ISHARES TR 0.0%
Value $373K Shares 4,004 Est. Cost $74.90 Unrealized
ETHA ISHARES ETHEREUM TR 0.0%
Value $370K Shares 16,500 Est. Cost $31.51 Unrealized
ABBV ABBVIE INC 0.0%
Value $368K Shares 1,609 Est. Cost $137.85 Unrealized +65.1%
C CITIGROUP INC 0.0%
Value $360K Shares 3,083 Est. Cost $65.50 Unrealized +58.2%
IVES WEDBUSH SER TR 0.0%
Value $349K Shares 11,030 Est. Cost $32.12 Unrealized
WGS GENEDX HOLDINGS CORP 0.0%
Value $342K Shares 2,632 Est. Cost $69.85 Unrealized +96.5%
MAGS LISTED FDS TR 0.0%
Value $340K Shares 5,150 Est. Cost $64.88 Unrealized
TQQQ PROSHARES TR 0.0%
Value $339K Shares 6,436 Est. Cost $52.72 Unrealized
SPYV SPDR SERIES TRUST 0.0%
Value $335K Shares 5,900 Est. Cost $52.34 Unrealized
IMCB ISHARES TR 0.0%
Value $331K Shares 4,000 Est. Cost $76.15 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value $331K Shares 2,061 Est. Cost $120.59 Unrealized +27.3%
IFRA ISHARES TR 0.0%
Value $327K Shares 6,215 Est. Cost $52.62 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value $324K Shares 1,125 Est. Cost $226.57 Unrealized
LLY ELI LILLY & CO 0.0%
Value $323K Shares 301 Est. Cost $711.65 Unrealized +34.3%
V VISA INC 0.0%
Value $313K Shares 892 Est. Cost $214.00 Unrealized +59.1%
IVE ISHARES TR 0.0%
Value $310K Shares 1,460 Est. Cost $164.79 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value $302K Shares 500 Est. Cost $569.58 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value $300K Shares 1,418 Est. Cost $200.53 Unrealized
SLV ISHARES SILVER TR 0.0%
Value $293K Shares 4,550 Est. Cost $64.42 Unrealized
XBJL INNOVATOR ETFS TRUST 0.0%
Value $278K Shares 7,265 Est. Cost $24.05 Unrealized
HD HOME DEPOT INC 0.0%
Value $276K Shares 803 Est. Cost $380.72 Unrealized -4.2%
SHOP SHOPIFY INC 0.0%
Value $276K Shares 1,714 Est. Cost $135.57 Unrealized +18.4%
PG PROCTER AND GAMBLE CO 0.0%
Value $275K Shares 1,919 Est. Cost $154.90 Unrealized -5.0%
XLI SELECT SECTOR SPDR TR 0.0%
Value $269K Shares 1,733 Est. Cost $131.78 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value $268K Shares 5,902 Est. Cost $59.27 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value $265K Shares 465 Est. Cost $453.68 Unrealized +23.2%
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value $258K Shares 3,615 Est. Cost $75.63 Unrealized
HYD VANECK ETF TRUST 0.0%
Value $255K Shares 4,985 Est. Cost $51.74 Unrealized
PATH UIPATH INC 0.0%
Value $248K Shares 15,160 Est. Cost $15.56 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.0%
Value $247K Shares 287 Est. Cost $990.72 Unrealized -8.6%
BOND PIMCO ETF TR 0.0%
Value $237K Shares 2,546 Est. Cost $92.38 Unrealized
FLOT ISHARES TR 0.0%
Value $233K Shares 4,580 Est. Cost $51.02 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $230K Shares 491 Est. Cost $433.57 Unrealized +17.4%
URA GLOBAL X FDS 0.0%
Value $229K Shares 5,360 Est. Cost $38.81 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value $228K Shares 2,787 Est. Cost $82.81 Unrealized +8.7%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value $217K Shares 807 Est. Cost $269.33 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value $217K Shares 1,916 Est. Cost $40.51 Unrealized +221.1%
IWB ISHARES TR 0.0%
Value $216K Shares 579 Est. Cost $262.26 Unrealized
BLACKROCK HEALTH SCIENCES TE 0.0%
Value $214K Shares 14,240 Est. Cost $16.31 Unrealized
KRE SPDR SERIES TRUST 0.0%
Value $214K Shares 3,300 Est. Cost $63.30 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value $214K Shares 2,903 Est. Cost $71.37 Unrealized
MS MORGAN STANLEY 0.0%
Value $209K Shares 1,179 Est. Cost $120.96 Unrealized +37.6%
CVX CHEVRON CORP NEW 0.0%
Value $209K Shares 1,371 Est. Cost $145.50 Unrealized +4.1%
GSG ISHARES S&P GSCI COMMODITY- 0.0%
Value $208K Shares 9,000 Est. Cost $23.06 Unrealized
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value $206K Shares 6,758 Est. Cost $30.54 Unrealized
PACB PACIFIC BIOSCIENCES CALIF IN 0.0%
Value $93,500 Shares 50,000 Est. Cost $35.00 Unrealized -94.5%
NEUBERGER REAL ESTATE 0.0%
Value $37,203 Shares 12,238 Est. Cost $3.13 Unrealized
LAB STANDARD BIOTOOLS INC 0.0%
Value $15,629 Shares 12,210 Est. Cost $2.41 Unrealized -44.4%
VS MEDIA HOLDINGS LTD. 0.0%
Value $4,326 Shares 43,000 Est. Cost $0.10 Unrealized