Evolution Advisers, Inc.

CIK 0001906967 · RICHMOND, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source

Evolution Advisers, Inc. reported 943 positions worth $272.1K as of June 30, 2026 (13F filed July 31, 2026). Largest holding: VEA (16.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$272.1K
2026 Q2
Positions
943
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
79.7%
Est. Net Flow (Q)
2026 Q2
10 / 943 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VEAVANGUARD TAX-MANAGED FDSSH$43.9K16.14%616,125
2VUGVANGUARD INDEX FDSSH$38.1K14.01%442,641
3VTVVANGUARD INDEX FDSSH$29.0K10.64%132,861
4BNDXVANGUARD CHARLOTTE FDSSH$26.8K9.85%553,304
5BSVVANGUARD BD INDEX FDSSH$21.0K7.71%269,333
6VWOVANGUARD INTL EQUITY INDEX FSH$16.8K6.16%280,908
7VMBSVANGUARD SCOTTSDALE FDSSH$11.6K4.26%247,486
8BLVVANGUARD BD INDEX FDSSH$10.4K3.81%150,385
9VBVANGUARD INDEX FDSSH$10.3K3.78%33,903
10BIVVANGUARD BD INDEX FDSSH$9.1K3.36%119,149

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Evolution Advisers, Inc. hold as of Q2 2026?

Evolution Advisers, Inc. reported 943 positions worth $272.1K in its Q2 2026 13F filing. Largest positions: VEA (16.1%), VUG (14.0%), VTV (10.6%), BNDX (9.8%) and BSV (7.7%).

What did Evolution Advisers, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Evolution Advisers, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.