Evolution Wealth Advisors, LLC

RIA/Wealth

Evolution Wealth Advisors, LLC is a RIA/Wealth based in Fort Myers, FL led by Adam Bruno, managing $732.2M across 163 long positions as of Q3 2025 with 80% ETF concentration, 59% concentrated in top 10 holdings, and 24% allocation to SPY.

OwnerAdam Bruno

Portfolio Value: $732.2M
Positions: 163
Top Holding: SPY at 23.73%
Last Reported: Q3 2025

Address12487 Brantley Commons Court, Fort Myers, FL, 33907, United States

Top Holdings

Largest long holdings in Evolution Wealth Advisors, LLC's portfolio (59% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$173.7M	23.73%	+$2.0M Bought	— 260.8K shares	Q4 2018 Held for 6y 11m
2 Technology Select Sector SPDR Fund XLK	ETF ETF	$71.1M	9.71%	-$225.2K Sold	— 252.3K shares	Q4 2018 Held for 6y 11m
3 Financial Select Sector SPDR Fund XLF	ETF ETF	$30.9M	4.22%	-$1.8M Sold	— 573.1K shares	Q4 2018 Held for 6y 11m
4 Global X U.S. Infrastructure Development PAVE	ETF ETF	$28.8M	3.93%	+$310.0K Bought	— 603.9K shares	Q3 2020 Held for 5y 2m
5 Invesco QQQ Trust QQQ	ETF ETF	$26.9M	3.68%	-$1.3M Sold	— 44.9K shares	Q4 2018 Held for 6y 11m
6 Communication Services Select Sector SPDR Fund XLC	ETF ETF	$22.6M	3.09%	+$9.9M Bought	— 190.9K shares	Q4 2018 Held for 6y 11m
7 GLD SPDR Gold Trust GLD	Unknown Unknown	$21.5M	2.94%	+$722.0K Bought	— 60.6K shares	Q4 2022 Held for 2y 11m
8 Amazon AMZN	Specialty Retail Consumer Cyclical	$21.4M	2.92%	-$1.3M Sold	0.00% 97.3K shares	Q4 2018 Held for 6y 11m
9 Vanguard S&P 500 ETF VOO	ETF ETF	$17.6M	2.40%	+$456.2K Bought	— 28.7K shares	Q4 2018 Held for 6y 11m
10 iShare MSCI Eurozone ETF EZU	ETF ETF	$17.6M	2.40%	+$337.9K Bought	— 283.7K shares	Q3 2023 Held for 2y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Evolution Wealth Advisors, LLC's latest filing

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Market Value

$732.2M

Prior: $683.0M

Q/Q Change

+7.2%

+$49.2M

Net Flows % of MV

-1.8%

Turnover Ratio

5.09%

New Purchases

4 stocks

$1.6M

Added To

36 stocks

+$28.4M

Sold Out Of

17 stocks

$7.5M

Reduced Holdings

62 stocks

-$35.7M

Increased Positions

Position	Shares Δ	Change
1 ETHA iShares Ethereum Trust ETHA	New	0 → 20.2K +$637.6K
2 Amplify Global Cloud Technology IVES	New	0 → 11.2K +$359.7K
3 Roundhill Magnificent Seven MAGS	New	0 → 5.2K +$334.1K
4 ASML ASML ASML	New	0 → 294.0 +$284.6K
5 Global X Defense Tech SHLD	+608.93%	28.7K → 203.1K +$12.3M

Decreased Positions

Position	Shares Δ	Change
1 iShares Core Total USD Bond Market IUSB	Sold	59.6K → 0 −$2.8M
2 Vanguard Intermediate-Term Treasury VGIT	Sold	10.4K → 0 −$625.0K
3 Vanguard Mid-Cap Fund VO	Sold	1.8K → 0 −$498.1K
4 iShares MBS MBB	Sold	5.0K → 0 −$469.5K
5 ProShares Bitcoin Strategy BITO	Sold	19.8K → 0 −$425.9K