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 Ftse Developed Markets Index Fu (VEA, 16.1%), Vanguard Index Fds (VUG, 14.0%), Vanguard Index Fds (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 Ftse Developed Markets Index Fu	16.1%	16.2%	616,125	+3.0%	$43.9M
VUGVanguard Index Fds	14.0%	13.2%	442,641	+517.2%	$38.1M
VTVVanguard Index Fds	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	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
VMBSVanguard Scottsdale Fds	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 Index Fds	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
NULGNuveen Esg	1.8%	1.6%	42,779	+1.0%	$5.0M
NULVNushares ETF Tr	1.4%	1.4%	75,631	+0.0%	$3.8M
SCHXSchwab Strategic 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 Index Fds	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 Financial 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 Mun Bd Fds	0.4%	0.4%	19,636	+0.3%	$993K
DFACDimensional ETF Trust	0.3%	0.3%	16,680	+0.0%	$739K
VOTVanguard Index Fds	0.3%	0.3%	2,389	+0.0%	$731K
BNDVanguard Bd Index Fds	0.3%	0.6%	9,918	-47.1%	$728K
VXUSVanguard Star Fds	0.3%	0.3%	8,524	+0.0%	$728K
GOOGLAlphabet Inc	0.2%	0.2%	1,813	+34.1%	$648K
VVVanguard Index Fds	0.2%	0.2%	1,816	-0.7%	$624K
IAGGIshares Tr	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 Strategic Tr	0.2%	0.1%	15,645	+44.9%	$433K
VOVanguard Index Fds	0.2%	0.2%	5,304	+300.0%	$427K
AMZNAmazon Com Inc	0.1%	0.1%	1,715	+18.3%	$408K
SCHGSchwab Strategic Tr	0.1%	0.1%	11,589	+0.0%	$392K
VTVanguard Intl Equity Index F	0.1%	0.1%	2,454	+18.3%	$385K
WFCWells Fargo & Co	0.1%	0.1%	4,342	+0.2%	$358K
ORIOld Republic International 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 Scottsdale Fds	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
VYMVanguard Whitehall Fds	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 Index Fds+517.2% shares
VO Vanguard Index Fds+300.0% shares
SCHX Schwab Strategic Tr+86.3% shares
VCSH Vanguard Scottsdale Fds+60.2% shares
SCHF Schwab Strategic Tr+44.9% shares
GOOGL Alphabet Inc+34.1% shares
VOO Vanguard Index Fds+31.3% shares
BNDX Vanguard Charlotte Fds+22.6% shares

Reduced

IAGG Ishares Tr-85.6% shares
BND Vanguard Bd Index Fds-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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 Ftse Developed Markets Index Fu (VEA) at 16.1%, Vanguard Index Fds (VUG) at 14.0%, Vanguard Index Fds (VTV) at 10.6%, Vanguard Charlotte Fds (BNDX) at 9.8% and Vanguard Bd Index Fds (BSV) at 7.7%.

What did Evolution Advisers, Inc. buy last quarter?

In Q2 2026, Evolution Advisers, Inc. added Vanguard Index Fds (VUG) (+517.2% shares), Vanguard Index Fds (VO) (+300.0% shares) and Schwab Strategic 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 Tr (IAGG) (-85.6% shares), Vanguard Bd Index Fds (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.