Evolution Wealth Advisors 13F annual report

Evolution Wealth Advisors is an investment fund managing more than $444 billion ran by Luciana Roditi. There are currently 59 companies in Mrs. Roditi’s portfolio. The largest investments include Spdr Sp 500 Etf Tr and Robinhood Mkts Inc, together worth $105 billion.

Limited to 30 biggest holdings

$444 billion Assets Under Management (AUM)

As of 10th July 2023, Evolution Wealth Advisors’s top holding is 153,644 shares of Spdr Sp 500 Etf Tr currently worth over $68.1 billion and making up 15.3% of the portfolio value.In addition, the fund holds 3,647,274 shares of Robinhood Mkts Inc worth $36.4 billion. The third-largest holding is Select Sector Spdr Tr worth $100 billion and the next is Global X Fds worth $24.5 billion, with 780,381 shares owned.

Currently, Evolution Wealth Advisors's portfolio is worth at least $444 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Evolution Wealth Advisors

The Evolution Wealth Advisors office and employees reside in Aventura, Florida. According to the last 13-F report filed with the SEC, Luciana Roditi serves as the Chief Compliance Officer at Evolution Wealth Advisors.