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Luciana Roditi

Evolution Wealth Advisors, Llc

Assets Managed
$981.5M
Holdings
176
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
-1.07%(2Q avg: 16.08%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Evolution Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 176 positions.

Assets under management

The assets under management (AUM) of Evolution Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 981.5M in assets, with a quarterly growth rate of -1.07% and a 2-quarter average growth rate of 16.08%. The portfolio is managed by Luciana Roditi, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 0.22%
24.32%
$238.667M
940,410 shares@ $253.79 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 2.6%
17.98%
$176.451M
271,320 shares@ $650.35 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 1.59%
6.96%
$68.249M
513,535 shares@ $132.91 avg price
XLF
Financial Select Sector Spdr
Recent Activity
Increased 15.21%
3.36%
$32.914M
666,678 shares@ $49.37 avg price
PAVE
Global X Us Infrastructure
Recent Activity
Increased 0.39%
3.14%
$30.792M
606,022 shares@ $50.81 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 14.61%
3.09%
$30.243M
70,286 shares@ $430.3 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.78%
2.66%
$26.064M
45,157 shares@ $577.18 avg price
XLC
Comm Serv Select Sector Spdr
Recent Activity
Increased 11.75%
2.41%
$23.638M
213,226 shares@ $110.86 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 2.01%
2.11%
$20.66M
99,199 shares@ $208.28 avg price
EZU
Ishares Msci Eurozone Etf
Recent Activity
Increased 2.77%
1.91%
$18.683M
298,258 shares@ $62.64 avg price

1-10 of 176