0001763121-24-000004.txt : 20240718 0001763121-24-000004.hdr.sgml : 20240718 20240718170723 ACCESSION NUMBER: 0001763121-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240718 DATE AS OF CHANGE: 20240718 EFFECTIVENESS DATE: 20240718 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Evolution Wealth Advisors, LLC CENTRAL INDEX KEY: 0001763121 ORGANIZATION NAME: IRS NUMBER: 822324848 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18990 FILM NUMBER: 241125358 BUSINESS ADDRESS: STREET 1: 20900 NE 30TH AVENUE STREET 2: SUITE 517 CITY: AVENTURA STATE: FL ZIP: 33180 BUSINESS PHONE: 305-921-4740 MAIL ADDRESS: STREET 1: 20900 NE 30TH AVENUE STREET 2: SUITE 517 CITY: AVENTURA STATE: FL ZIP: 33180 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001763121 XXXXXXXX 06-30-2024 06-30-2024 Evolution Wealth Advisors, LLC
20900 NE 30TH AVENUE SUITE 517 AVENTURA FL 33180
13F HOLDINGS REPORT 028-18990 000285142 801-111646 N
Luciana Roditi Chief Compliance Officer 305-921-4740 Luciana Roditi Aventura FL 07-18-2024 0 135 513236973 false
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SH SOLE 1635 0 0 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 296471 5740 SH SOLE 5740 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 677514 8833 SH SOLE 8833 0 0 VANGUARD WORLD FD CONSUM DIS ETF 92204A108 388226 1243 SH SOLE 1243 0 0 VANGUARD WORLD FD CONSUM STP ETF 92204A207 244854 1206 SH SOLE 1206 0 0 VANGUARD WORLD FD ENERGY ETF 92204A306 3831565 30035 SH SOLE 30035 0 0 VANGUARD WORLD FD FINANCIALS ETF 92204A405 1198061 11995 SH SOLE 11125 0 870 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 281960 1060 SH SOLE 1060 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 3997498 6933 SH SOLE 6933 0 0 VANGUARD WORLD FD COMM SRVC ETF 92204A884 497935 3603 SH SOLE 3603 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1519845 19668 SH SOLE 19668 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 520518 8939 SH SOLE 8939 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 285670 3574 SH SOLE 3574 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1950331 38921 SH SOLE 38921 0 0 VANGUARD 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