Evolution Advisers, Inc. — 13F Holdings & Portfolio
CIK 1906967 · latest 13F-HR filed 2026-05-01
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$237.3K
Long-equity book
Holdings
162
Distinct positions
Period
2026-03-31
Filed 2026-05-01
Q/Q Activity
+6 / −14 / ↑41 / ↓54
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$2.2K +120.9%
- VANGUARD BD INDEX FDS$1.5K +8.0%
- NUSHARES ETF TR$745 +24.0%
- NUSHARES ETF TR$730 +10.7%
- VANGUARD SCOTTSDALE FDS$686 +6.7%
Top Trims
- VANGUARD INDEX FDS-$3.3K -9.6%
- SCHWAB STRATEGIC TR-$154 -9.7%
- VANGUARD INDEX FDS-$111 -16.9%
- APPLE INC-$103 -7.0%
- WELLS FARGO CO NEW-$58 -14.4%
New Positions
- VANGUARD BD INDEX FDS$125
- ISHARES TR$59
- ISHARES TR$32
- ISHARES TR$22
- ISHARES TR$15
Exited Positions
- TRUIST FINL CORP$73
- MCKESSON CORP$68
- EA SERIES TRUST$41
- ISHARES TR$41
- VANGUARD WORLD FD$33
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $38.3K | 16.15% | 598,049 | SH |
| 2 | VANGUARD INDEX FDS | VUG | 922908736 | $31.3K | 13.20% | 71,719 | SH |
| 3 | VANGUARD INDEX FDS | VTV | 922908744 | $25.7K | 10.81% | 130,751 | SH |
| 4 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $21.7K | 9.14% | 451,230 | SH |
| 5 | VANGUARD BD INDEX FDS | BSV | 921937827 | $19.8K | 8.36% | 252,921 | SH |
| 6 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $14.4K | 6.08% | 266,969 | SH |
| 7 | VANGUARD SCOTTSDALE FDS | VMBS | 92206C771 | $10.9K | 4.60% | 232,230 | SH |
| 8 | VANGUARD BD INDEX FDS | BLV | 921937793 | $9.1K | 3.83% | 131,992 | SH |
| 9 | VANGUARD INDEX FDS | VB | 922908751 | $8.5K | 3.59% | 32,481 | SH |
| 10 | VANGUARD BD INDEX FDS | BIV | 921937819 | $8.5K | 3.58% | 109,929 | SH |
| 11 | NUSHARES ETF TR | NUDM | 67092P805 | $7.5K | 3.17% | 208,516 | SH |
| 12 | ISHARES TR | IAGG | 46435G672 | $4.0K | 1.70% | 80,531 | SH |
| 13 | NUSHARES ETF TR | NULG | 67092P201 | $3.9K | 1.62% | 42,337 | SH |
| 14 | NUSHARES ETF TR | NULV | 67092P300 | $3.4K | 1.45% | 75,616 | SH |
| 15 | NUSHARES ETF TR | NUBD | 67092P870 | $2.8K | 1.19% | 127,184 | SH |
| 16 | NUSHARES ETF TR | NUEM | 67092P888 | $2.6K | 1.10% | 70,995 | SH |
| 17 | INVESCO EXCHANGE TRADED FD T | PWV | 46137V738 | $1.7K | 0.70% | 23,796 | SH |
| 18 | VANGUARD INDEX FDS | VOO | 922908363 | $1.5K | 0.63% | 2,495 | SH |
| 19 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $1.4K | 0.60% | 55,773 | SH |
| 20 | VANGUARD BD INDEX FDS | BND | 921937835 | $1.4K | 0.58% | 18,746 | SH |
| 21 | APPLE INC | AAPL | 037833100 | $1.4K | 0.58% | 5,399 | SH |
| 22 | GENWORTH FINL INC | GNW | 37247D106 | $1.4K | 0.57% | 166,551 | SH |
| 23 | VANGUARD MUN BD FDS | VTEB | 922907746 | $976 | 0.41% | 19,577 | SH |
| 24 | NUSHARES ETF TR | NUSC | 67092P607 | $911 | 0.38% | 20,220 | SH |
| 25 | EXXON MOBIL CORP | XOM | 30231G102 | $838 | 0.35% | 4,941 | SH |
| 26 | VANGUARD STAR FDS | VXUS | 921909768 | $657 | 0.28% | 8,524 | SH |
| 27 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $648 | 0.27% | 16,680 | SH |
| 28 | VANGUARD INDEX FDS | VOT | 922908538 | $614 | 0.26% | 2,389 | SH |
| 29 | VANGUARD INDEX FDS | VV | 922908637 | $546 | 0.23% | 1,828 | SH |
| 30 | UNION PAC CORP | UNP | 907818108 | $495 | 0.21% | 2,042 | SH |
| 31 | WALMART INC | WMT | 931142103 | $465 | 0.20% | 3,742 | SH |
| 32 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $433 | 0.18% | 905 | SH |
| 33 | ALPHABET INC | GOOGL | 02079K305 | $388 | 0.16% | 1,352 | SH |
| 34 | VANGUARD INDEX FDS | VO | 922908629 | $380 | 0.16% | 1,326 | SH |
| 35 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $353 | 0.15% | 4,454 | SH |
| 36 | WELLS FARGO CO NEW | WFC | 949746101 | $345 | 0.15% | 4,334 | SH |
| 37 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $337 | 0.14% | 11,589 | SH |
| 38 | OLD REP INTL CORP | ORI | 680223104 | $306 | 0.13% | 7,682 | SH |
| 39 | AMAZON COM INC | AMZN | 023135106 | $301 | 0.13% | 1,450 | SH |
| 40 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $286 | 0.12% | 2,074 | SH |
| 41 | NISOURCE INC | NI | 65473P105 | $276 | 0.12% | 5,932 | SH |
| 42 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $267 | 0.11% | 10,794 | SH |
| 43 | CURTISS WRIGHT CORP | CW | 231561101 | $238 | 0.10% | 350 | SH |
| 44 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $232 | 0.10% | 1,569 | SH |
| 45 | VANGUARD INDEX FDS | VTI | 922908769 | $195 | 0.08% | 40,329 | SH |
| 46 | JPMORGAN CHASE & CO. | JPM | 46625H100 | $191 | 0.08% | 651 | SH |
| 47 | SCHWAB STRATEGIC TR | SCHZ | 808524839 | $177 | 0.07% | 7,636 | SH |
| 48 | ALPHABET INC | GOOG | 02079K107 | $172 | 0.07% | 600 | SH |
| 49 | SCHWAB STRATEGIC TR | SCHE | 808524706 | $161 | 0.07% | 4,908 | SH |
| 50 | KIMBERLY-CLARK CORP | KMB | 494368103 | $151 | 0.06% | 1,567 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-01 | $237.3K | 162 | 0001906967-26-000005 |
| 2025-12-31 | 2026-01-23 | $230.9K | 170 | 0001906967-26-000004 |