Evolution Wealth Advisors, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The firm reported ownership of 194 distinct equity securities.
The filing details a portfolio concentrated in large-cap technology and exchange-traded funds (ETFs). The largest individual stock position is Apple Inc., with 36,778 shares. Other notable equity holdings include Microsoft Corporation (17,821 shares), NVIDIA Corporation (24,938 shares), and Berkshire Hathaway Inc. Class B (18,926 shares).
A significant portion of the portfolio consists of ETFs. The top ETF holdings include the iShares Core MSCI Emerging Markets ETF (130,839 shares), the iShares Core S&P 500 ETF (101,482 shares), and the iShares Core MSCI EAFE ETF (105,132 shares). Other sector-specific ETFs include the VanEck Semiconductor ETF (2,785,566 shares) and the Invesco QQQ Trust (62,470 shares).
The filing also lists positions in commodities and digital assets, including the SPDR Gold Shares (27,155,415 shares) and the Grayscale Bitcoin Trust (4,127,95 shares).
