Evolution Advisers, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 31, 2026, Evolution Advisers, Inc. disclosed 926 stock positions valued at approximately $272.07M as of quarter-end June 30, 2026. The largest holdings include VANGUARD TAX-MANAGED FDS, VANGUARD INDEX FDS, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 926
- Portfolio Value
- $272.07M
Holdings by Sector
Evolution Advisers, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | Other | 16.14% | 616,125 | +18,076 | +3.02% | $43,898,000 |
| VANGUARD INDEX FDS | VUG | Other | 14.01% | 442,641 | +370,922 | +517.19% | $38,129,000 |
| VANGUARD INDEX FDS | VTV | Other | 10.64% | 132,861 | +2,110 | +1.61% | $28,954,000 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 9.85% | 553,304 | +102,074 | +22.62% | $26,796,000 |
| VANGUARD BD INDEX FDS | BSV | Other | 7.71% | 269,333 | +16,412 | +6.49% | $20,983,000 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 6.16% | 280,908 | +13,939 | +5.22% | $16,767,000 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 4.26% | 247,486 | +15,256 | +6.57% | $11,584,000 |
| VANGUARD BD INDEX FDS | BLV | Other | 3.81% | 150,385 | +18,393 | +13.93% | $10,366,000 |
| VANGUARD INDEX FDS | VB | Other | 3.78% | 33,903 | +1,422 | +4.38% | $10,276,000 |
| VANGUARD BD INDEX FDS | BIV | Other | 3.36% | 119,149 | +9,220 | +8.39% | $9,138,000 |
| NUSHARES ETF TR | NUDM | Other | 3.06% | 208,235 | -281 | -0.13% | $8,333,000 |
| NUSHARES ETF TR | NULG | Other | 1.84% | 42,779 | +442 | +1.04% | $5,007,000 |
| NUSHARES ETF TR | NULV | Other | 1.39% | 75,631 | +15 | +0.02% | $3,780,000 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.12% | 103,898 | +48,125 | +86.29% | $3,057,000 |
| NUSHARES ETF TR | NUEM | Other | 1.12% | 71,718 | +723 | +1.02% | $3,043,000 |
| NUSHARES ETF TR | NUBD | Other | 1.02% | 125,902 | -1,282 | -1.01% | $2,786,000 |
| VANGUARD INDEX FDS | VOO | Other | 0.83% | 3,277 | +782 | +31.34% | $2,250,000 |
| INVESCO EXCHANGE TRADED FD T | PWV | Other | 0.66% | 23,796 | - | - | $1,803,000 |
| GENWORTH FINL INC | GNW | Financial Services | 0.60% | 170,221 | +3,670 | +2.20% | $1,620,000 |
| APPLE INC | AAPL | Technology | 0.58% | 5,442 | +43 | +0.80% | $1,574,000 |
| NUSHARES ETF TR | NUSC | Other | 0.39% | 20,350 | +130 | +0.64% | $1,060,000 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.36% | 19,636 | +59 | +0.30% | $993,000 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.27% | 16,680 | - | - | $739,000 |
| VANGUARD INDEX FDS | VOT | Other | 0.27% | 2,389 | - | - | $731,000 |
| VANGUARD BD INDEX FDS | BND | Other | 0.27% | 9,918 | -8,828 | -47.09% | $728,000 |
| VANGUARD STAR FDS | VXUS | Other | 0.27% | 8,524 | - | - | $728,000 |
| ALPHABET INC | GOOGL | Communication Services | 0.24% | 1,813 | +461 | +34.10% | $648,000 |
| VANGUARD INDEX FDS | VV | Other | 0.23% | 1,816 | -12 | -0.66% | $624,000 |
| ISHARES TR | IAGG | Other | 0.21% | 11,557 | -68,974 | -85.65% | $584,000 |
| VANGUARD BD INDEX FDS | VUSB | Other | 0.21% | 11,650 | +9,135 | +363.22% | $579,000 |
Showing 30 of 926 holdings in the latest reporting period.