Q2 2026 13F · SEC CIK 1906967

Evolution Advisers, Inc.

Wealth managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $272.1M
Reported positions: 203
Top holdings a year, 3 yrs: +11.9%
Assets under management: $337.2M

Evolution Advisers, Inc. is a wealth manager that reported 203 positions worth $272.1M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Vanguard Tax-Managed Fds (VEA, 16.1%), Vanguard Indx Fd (VUG, 14.0%), Vanguard Value ETF (VTV, 10.6%). A portfolio copying its top holdings returned 11.9% a year over the last 3 years, against 20.4% for the S&P 500.

Evolution Advisers, Inc. holdings largest 50 of 203 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Evolution Advisers, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VEAVanguard Tax-Managed Fds	16.1%	16.2%	616,125	+3.0%	$43.9M
VUGVanguard Indx Fd	14.0%	13.2%	442,641	+517.2%	$38.1M
VTVVanguard Value ETF	10.6%	10.8%	132,861	+1.6%	$29.0M
BNDXVanguard Charlotte Fds	9.8%	9.1%	553,304	+22.6%	$26.8M
BSVVanguard Bd Index Fds Vanguard Short Ter	7.7%	8.4%	269,333	+6.5%	$21.0M
VWOVanguard Intl Equity Index F	6.2%	6.1%	280,908	+5.2%	$16.8M
VMBSVmbs	4.3%	4.6%	247,486	+6.6%	$11.6M
BLVVanguard Bd Index Fds	3.8%	3.8%	150,385	+13.9%	$10.4M
VBVanguard Indx Fd	3.8%	3.6%	33,903	+4.4%	$10.3M
BIVVanguard Bd Index Fds	3.4%	3.6%	119,149	+8.4%	$9.1M
NUDMNushares ETF Tr	3.1%	3.2%	208,235	-0.1%	$8.3M
NULGNushares ETF Tr	1.8%	1.6%	42,779	+1.0%	$5.0M
NULVNushares ETF Tr	1.4%	1.4%	75,631	+0.0%	$3.8M
SCHXSchwab Stratgc Tr	1.1%	0.6%	103,898	+86.3%	$3.1M
NUEMNushares ETF Tr	1.1%	1.1%	71,718	+1.0%	$3.0M
NUBDNushares ETF Tr	1.0%	1.2%	125,902	-1.0%	$2.8M
VOOVanguard S&p 500 ETF	0.8%	0.6%	3,277	+31.3%	$2.3M
PWVInvesco Exchange Traded Fd T	0.7%	0.7%	23,796	+0.0%	$1.8M
GNWGenworth Finl Inc	0.6%	0.6%	170,221	+2.2%	$1.6M
AAPLApple Inc	0.6%	0.6%	5,442	+0.8%	$1.6M
NUSCNushares ETF Tr	0.4%	0.4%	20,350	+0.6%	$1.1M
VTEBVanguard Tx Ex Bd	0.4%	0.4%	19,636	+0.3%	$993K
DFACDimensional U.s. Core Equity 2	0.3%	0.3%	16,680	+0.0%	$739K
VOTVanguard Index Fds	0.3%	0.3%	2,389	+0.0%	$731K
BNDVanguard Total Bond Market ETF	0.3%	0.6%	9,918	-47.1%	$728K
VXUSVanguard Star Fds Vanguard Total Intl St	0.3%	0.3%	8,524	+0.0%	$728K
GOOGLAlphabet Inc	0.2%	0.2%	1,813	+34.1%	$648K
VVVanguard Inx Lrg	0.2%	0.2%	1,816	-0.7%	$624K
IAGGiShares International Aggregate Bond Fun	0.2%	1.7%	11,557	-85.6%	$584K
VUSBVanguard Bd Index Fds	0.2%	—	11,650	—	$579K
VCSHVanguard Scottsdale Fds	0.2%	0.1%	7,134	+60.2%	$563K
UNPUnion Pac Corp	0.2%	0.2%	1,957	-4.2%	$532K
FNDFSchwab Strategic Tr	0.2%	—	9,453	—	$498K
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	911	+0.7%	$455K
SCHFSchwab Intl Equity	0.2%	0.1%	15,645	+44.9%	$433K
VOVanguard Index Fds	0.2%	0.2%	5,304	+300.0%	$427K
AMZNAmazon Com Inc Com	0.1%	0.1%	1,715	+18.3%	$408K
SCHGSchwab U.s. Large-Cap Growth ETF	0.1%	0.1%	11,589	+0.0%	$392K
VTVanguard Total World Stock Index Fund Et	0.1%	0.1%	2,454	+18.3%	$385K
WFCWells Fargo Co New	0.1%	0.1%	4,342	+0.2%	$358K
ORIOld Rep Intl Corp	0.1%	0.1%	7,684	+0.0%	$314K
WMTWalmart Inc	0.1%	0.2%	2,658	-29.0%	$301K
NINisource Inc	0.1%	0.1%	5,932	+0.0%	$282K
VGITVanguard Intermediate Treasury ETF	0.1%	—	4,761	—	$280K
DDominion Energy Inc	0.1%	—	4,084	—	$278K
SCHPSchwab Strategic Tr	0.1%	—	10,474	—	$277K
CWCurtiss Wright Corp	0.1%	0.1%	350	+0.0%	$265K
VYMVym	0.1%	0.1%	1,569	+0.0%	$247K
SCHVSchwab Strategic Tr	0.1%	—	6,306	—	$219K
VTIVanguard Index Fds	0.1%	0.1%	40,329	+0.0%	$218K

What Evolution Advisers, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Indx Fd+517.2% shares
VO Vanguard Index Fds+300.0% shares
SCHX Schwab Stratgc Tr+86.3% shares
VCSH Vanguard Scottsdale Fds+60.2% shares
SCHF Schwab Intl Equity+44.9% shares
GOOGL Alphabet Inc+34.1% shares
VOO Vanguard S&p 500 ETF+31.3% shares
BNDX Vanguard Charlotte Fds+22.6% shares

Reduced

IAGG iShares International Aggregate Bond Fun-85.6% shares
BND Vanguard Total Bond Market ETF-47.1% shares
WMT Walmart Inc-29.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.1% /yr; S&P 500 +20.1%
3 years: +11.9% /yr; S&P 500 +20.4%
5 years: +5.8% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$272.1M	203
Q1 2026	$237.3M	150
Q4 2025	$230.9M	159
Q3 2025	$222.4M	151
Q2 2025	$204.0M	145
Q1 2025	$190.0M	151
Q4 2024	$183.0M	155
Q3 2024	$183.7M	166
Q2 2024	$174.0M	157
Q1 2024	$169.4M	184
Q4 2023	$156.6M	213
Q3 2023	$138.2M	132

Questions about Evolution Advisers, Inc.'s portfolio

What stocks does Evolution Advisers, Inc. own?

Evolution Advisers, Inc.'s latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 203 positions worth $272.1M. The largest are Vanguard Tax-Managed Fds (VEA) at 16.1%, Vanguard Indx Fd (VUG) at 14.0%, Vanguard Value ETF (VTV) at 10.6%, Vanguard Charlotte Fds (BNDX) at 9.8% and Vanguard Bd Index Fds Vanguard Short Ter (BSV) at 7.7%.

What did Evolution Advisers, Inc. buy last quarter?

In Q2 2026, Evolution Advisers, Inc. added Vanguard Indx Fd (VUG) (+517.2% shares), Vanguard Index Fds (VO) (+300.0% shares) and Schwab Stratgc Tr (SCHX) (+86.3% shares), compared with its Q1 2026 filing.

What did Evolution Advisers, Inc. sell last quarter?

In Q2 2026, Evolution Advisers, Inc. cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Jpmorgan Chase & Co (JPM), cut from its top 50 Schwab Strategic Tr (SCHZ), cut from its top 50 Alphabet Inc (GOOG), cut from its top 50 Schwab Strategic Tr (SCHE), iShares International Aggregate Bond Fun (IAGG) (-85.6% shares), Vanguard Total Bond Market ETF (BND) (-47.1% shares) and Walmart Inc (WMT) (-29.0% shares), compared with its Q1 2026 filing.

How has Evolution Advisers, Inc.'s portfolio performed?

A portfolio copying Evolution Advisers, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.1% against +20.1%. Over 5 years: +5.8% a year against +13.0%.

When is Evolution Advisers, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Evolution Advisers, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Evolution Advisers, Inc. manage?

Evolution Advisers, Inc. reported $337.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $272.1M.