Evolution Wealth Advisors, LLC
Evolution Wealth Advisors, LLC reported 181 holdings worth US$855M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
Evolution Wealth Advisors, LLC reported 181 holdings worth US$855M as of Jun 30, 2026. Largest: Amazon.com, Inc., Alphabet Inc (google) Class C and Berkshire Hathaway Inc. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 181
- Value as reported
- US$855M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Amazon.com, Inc. | 94,877 | US$22.6M | 2.6% |
| Alphabet Inc (google) Class C | 38,001 | US$13.6M | 1.6% |
| Berkshire Hathaway Inc. | 21,545 | US$10.8M | 1.3% |
| Apple Inc | 32,952 | US$9.53M | 1.1% |
| Palantir Technologies Inc. | 56,552 | US$6.6M | 0.77% |
| Microsoft Corp. | 16,012 | US$5.97M | 0.70% |
| Nvidia Corporation | 22,225 | US$4.45M | 0.52% |
| Tesla, Inc. | 9,573 | US$4.03M | 0.47% |
| Meta Platforms, Inc. | 7,131 | US$4.02M | 0.47% |
| Intel Corporation | 24,789 | US$3.46M | 0.40% |
| Strategy Inc | 25,127 | US$2.18M | 0.26% |
| Advanced Micro Devices Inc | 3,378 | US$1.96M | 0.23% |
| Jp Morgan Chase & Co. | 5,806 | US$1.9M | 0.22% |
| Broadcom Inc. | 4,773 | US$1.8M | 0.21% |
| Micron Technology, Inc. | 1,274 | US$1.47M | 0.17% |
| Goldman Sachs Group, Inc. (the) | 1,143 | US$1.16M | 0.14% |
| Howmet Aerospace Inc. | 4,000 | US$1.08M | 0.13% |
| Bank Of America Corporation | 18,859 | US$1.07M | 0.13% |
| Unitedhealth Group Incorporated | 2,584 | US$1.07M | 0.13% |
| Applied Materials, Inc. | 1,241 | US$897K | 0.10% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,852 | US$884K | 0.10% |
| Asml Holding Nv | 377 | US$750K | 0.09% |
| Walmart Inc. | 5,893 | US$667K | 0.08% |
| Uber Technologies, Inc. | 7,984 | US$576K | 0.07% |
| Sandisk Corporation | 228 | US$518K | 0.06% |
| Citigroup, Inc. | 3,695 | US$517K | 0.06% |
| Texas Instruments Incorporated | 1,341 | US$400K | 0.05% |
| Coreweave, Inc. | 3,980 | US$396K | 0.05% |
| Abbvie Inc. | 1,495 | US$376K | 0.04% |
| Philip Morris International Inc | 2,037 | US$369K | 0.04% |
| Shopify Inc. | 3,155 | US$360K | 0.04% |
| Crowdstrike Holdings, Inc. | 454 | US$346K | 0.04% |
| Dell Technologies Inc. | 784 | US$338K | 0.04% |
| Oracle Corporation | 2,243 | US$329K | 0.04% |
| Palo Alto Networks, Inc. | 909 | US$310K | 0.04% |
| Applovin Corporation | 563 | US$290K | 0.03% |
| Corning Incorporated | 1,128 | US$288K | 0.03% |
| Visa Inc. | 820 | US$281K | 0.03% |
| Procter & Gamble Company (the) | 1,870 | US$274K | 0.03% |
| Salesforce, Inc. | 1,728 | US$271K | 0.03% |
| Ge Vernova Inc. | 220 | US$258K | 0.03% |
| Eli Lilly And Company | 211 | US$253K | 0.03% |
| Morgan Stanley | 1,166 | US$244K | 0.03% |
| Chevron Corporation | 1,440 | US$239K | 0.03% |
| Mastercard Incorporated | 440 | US$226K | 0.03% |
| Coca-cola Company (the) | 2,769 | US$225K | 0.03% |
| Roblox Corporation | 4,018 | US$218K | 0.03% |
| Space Exploration Technologies Corp | 1,265 | US$216K | 0.03% |
| Pultegroup, Inc. | 1,563 | US$214K | 0.03% |
| Lumentum Holdings Inc. | 247 | US$212K | 0.02% |
| Uipath, Inc. | 10,000 | US$109K | 0.01% |
| Pacific Biosciences Of California, Inc. | 50,000 | US$84,000 | <0.01% |
| Standard Biotools Inc. | 12,210 | US$10,045 | <0.01% |
| Ge Aerospace | 0 | US$0 | 0.00% |
| Home Depot, Inc. (the) | 0 | US$0 | 0.00% |
| Pfizer, Inc. | 0 | US$0 | 0.00% |
| Alcoa Corporation | 0 | US$0 | 0.00% |
| Arista Networks, Inc. | 0 | US$0 | 0.00% |
| Caterpillar, Inc. | 0 | US$0 | 0.00% |
| Costco Wholesale Corporation | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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