Evolution Advisers, Inc. Portfolio Stock Holdings
Evolution Advisers, Inc. disclosed 943 stock positions valued at approximately $272,066 in its latest SEC 13F filing. The largest holdings include VANGUARD TAX-MANAGED FDS, VANGUARD INDEX FDS, and VANGUARD INDEX FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 31, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 943
- Portfolio Value
- $272.1K
Holdings by Sector
Evolution Advisers, Inc. Portfolio Holdings in Q2 2026
926 holdings in the latest reporting period.
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| 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 |
| VANGUARD INDEX FDS | VUG | Other | 14.01% | 442,641 | +370,922 | +517.19% | $38,129 |
| VANGUARD INDEX FDS | VTV | Other | 10.64% | 132,861 | +2,110 | +1.61% | $28,954 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 9.85% | 553,304 | +102,074 | +22.62% | $26,796 |
| VANGUARD BD INDEX FDS | BSV | Other | 7.71% | 269,333 | +16,412 | +6.49% | $20,983 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 6.16% | 280,908 | +13,939 | +5.22% | $16,767 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 4.26% | 247,486 | +15,256 | +6.57% | $11,584 |
| VANGUARD BD INDEX FDS | BLV | Other | 3.81% | 150,385 | +18,393 | +13.93% | $10,366 |
| VANGUARD INDEX FDS | VB | Other | 3.78% | 33,903 | +1,422 | +4.38% | $10,276 |
| VANGUARD BD INDEX FDS | BIV | Other | 3.36% | 119,149 | +9,220 | +8.39% | $9,138 |
| NUSHARES ETF TR | NUDM | Other | 3.06% | 208,235 | -281 | -0.13% | $8,333 |
| NUSHARES ETF TR | NULG | Other | 1.84% | 42,779 | +442 | +1.04% | $5,007 |
| NUSHARES ETF TR | NULV | Other | 1.39% | 75,631 | +15 | +0.02% | $3,780 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.12% | 103,898 | +48,125 | +86.29% | $3,057 |
| NUSHARES ETF TR | NUEM | Other | 1.12% | 71,718 | +723 | +1.02% | $3,043 |
| NUSHARES ETF TR | NUBD | Other | 1.02% | 125,902 | -1,282 | -1.01% | $2,786 |
| VANGUARD INDEX FDS | VOO | Other | 0.83% | 3,277 | +782 | +31.34% | $2,250 |
| INVESCO EXCHANGE TRADED FD T | PWV | Other | 0.66% | 23,796 | - | - | $1,803 |
| GENWORTH FINL INC | GNW | Financial Services | 0.60% | 170,221 | +3,670 | +2.20% | $1,620 |
| APPLE INC | AAPL | Technology | 0.58% | 5,442 | +43 | +0.80% | $1,574 |
| NUSHARES ETF TR | NUSC | Other | 0.39% | 20,350 | +130 | +0.64% | $1,060 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.36% | 19,636 | +59 | +0.30% | $993 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.27% | 16,680 | - | - | $739 |
| VANGUARD INDEX FDS | VOT | Other | 0.27% | 2,389 | - | - | $731 |
| VANGUARD STAR FDS | VXUS | Other | 0.27% | 8,524 | - | - | $728 |
| VANGUARD BD INDEX FDS | BND | Other | 0.27% | 9,918 | -8,828 | -47.09% | $728 |
| ALPHABET INC | GOOGL | Communication Services | 0.24% | 1,813 | +461 | +34.10% | $648 |
| VANGUARD INDEX FDS | VV | Other | 0.23% | 1,816 | -12 | -0.66% | $624 |
| ISHARES TR | IAGG | Other | 0.21% | 11,557 | -68,974 | -85.65% | $584 |
| VANGUARD BD INDEX FDS | VUSB | Other | 0.21% | 11,650 | +9,135 | +363.22% | $579 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.21% | 7,134 | +2,680 | +60.17% | $563 |
| UNION PAC CORP | UNP | Industrials | 0.20% | 1,957 | -85 | -4.16% | $532 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.18% | 9,453 | +9,453 | +100.00% | $498 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.17% | 911 | +6 | +0.66% | $455 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.16% | 15,645 | +4,851 | +44.94% | $433 |
| VANGUARD INDEX FDS | VO | Other | 0.16% | 5,304 | +3,978 | +300.00% | $427 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.15% | 1,715 | +265 | +18.28% | $408 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.14% | 11,589 | - | - | $392 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.14% | 2,454 | +380 | +18.32% | $385 |
| WELLS FARGO CO NEW | WFC | Financial Services | 0.13% | 4,342 | +8 | +0.18% | $358 |
| OLD REP INTL CORP | ORI | Financial Services | 0.12% | 7,684 | +2 | +0.03% | $314 |
| WALMART INC | WMT | Consumer Defensive | 0.11% | 2,658 | -1,084 | -28.97% | $301 |
| NISOURCE INC | NI | Utilities | 0.10% | 5,932 | - | - | $282 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.10% | 4,761 | +4,761 | +100.00% | $280 |
| DOMINION ENERGY INC | D | Utilities | 0.10% | 4,084 | +2,117 | +107.63% | $278 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.10% | 10,474 | +10,474 | +100.00% | $277 |
| CURTISS WRIGHT CORP | CW | Industrials | 0.10% | 350 | - | - | $265 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.09% | 1,569 | - | - | $247 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.08% | 6,306 | +5,886 | +1401.43% | $219 |
| VANGUARD INDEX FDS | VTI | Other | 0.08% | 40,329 | - | - | $218 |
| JPMORGAN CHASE & CO. | JPM | Financial Services | 0.08% | 660 | +9 | +1.38% | $216 |
| ALPHABET INC | GOOG | Communication Services | 0.08% | 613 | +13 | +2.17% | $216 |
| ISHARES TR | DSI | Other | 0.07% | 1,314 | +1,314 | +100.00% | $187 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.07% | 4,908 | - | - | $177 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.06% | 7,636 | - | - | $176 |
| KIMBERLY-CLARK CORP | KMB | Consumer Defensive | 0.06% | 1,569 | +2 | +0.13% | $174 |
| BROADCOM INC | AVGO | Technology | 0.06% | 463 | +13 | +2.89% | $174 |
| CISCO SYS INC | CSCO | Technology | 0.06% | 1,457 | +8 | +0.55% | $171 |
| TELEDYNE TECHNOLOGIES INC | TDY | Technology | 0.06% | 250 | - | - | $166 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.06% | 4,191 | - | - | $154 |
| MARKEL GROUP INC | MKL | Financial Services | 0.06% | 79 | +1 | +1.28% | $154 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.06% | 3,153 | +3,153 | +100.00% | $151 |
| VANGUARD INDEX FDS | VBR | Other | 0.05% | 610 | +610 | +100.00% | $148 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.05% | 1,649 | - | - | $138 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 0.05% | 2,053 | +2,038 | +13586.67% | $138 |
| SPDR S&P 500 ETF TR | SPY | Other | 0.05% | 179 | - | - | $133 |
| VISA INC | V | Financial Services | 0.05% | 388 | +7 | +1.84% | $133 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.05% | 509 | +106 | +26.30% | $129 |
| MICROSOFT CORP | MSFT | Technology | 0.05% | 348 | +22 | +6.75% | $129 |
| ISHARES TR | SUSA | Other | 0.05% | 842 | +842 | +100.00% | $129 |
| VANGUARD INDEX FDS | VXF | Other | 0.04% | 498 | - | - | $122 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.04% | 3,165 | +1,069 | +51.00% | $114 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.04% | 520 | +2 | +0.39% | $114 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.04% | 1,370 | +1,370 | +100.00% | $113 |
| ELEVANCE HEALTH INC FORMERLY | ELV | Healthcare | 0.04% | 281 | +45 | +19.07% | $108 |
| ISHARES TR | SHYG | Other | 0.04% | 2,376 | +2,376 | +100.00% | $100 |
| ISHARES TR | IVV | Other | 0.03% | 128 | - | - | $95 |
| STRYKER CORPORATION | SYK | Healthcare | 0.03% | 301 | +1 | +0.33% | $94 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.03% | 264 | +4 | +1.54% | $93 |
| ISHARES TR | AGG | Other | 0.03% | 900 | +300 | +50.00% | $89 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.03% | 1,699 | - | - | $87 |
| PRICE T ROWE GROUP INC | TROW | Financial Services | 0.03% | 728 | - | - | $82 |
| ISHARES TR | MBB | Other | 0.03% | 849 | +849 | +100.00% | $80 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.03% | 161 | +1 | +0.63% | $80 |
| VANGUARD SCOTTSDALE FDS | BNDW | Other | 0.03% | 1,132 | +32 | +2.91% | $77 |
| SEI INVTS CO | SEIC | Financial Services | 0.03% | 873 | - | - | $76 |
| JACOBS SOLUTIONS INC | J | Industrials | 0.03% | 600 | - | - | $75 |
| AMGEN INC | AMGN | Healthcare | 0.03% | 202 | +2 | +1.00% | $73 |
| INVESCO EXCHANGE TRADED FD T | PPA | Other | 0.03% | 406 | +200 | +97.09% | $71 |
| DELTA AIR LINES INC DEL | DAL | Industrials | 0.03% | 759 | - | - | $71 |
| PEPSICO INC | PEP | Consumer Defensive | 0.03% | 528 | +2 | +0.38% | $71 |
| ISHARES TR | IJR | Other | 0.03% | 474 | +10 | +2.16% | $70 |
| ISHARES TR | ESGD | Other | 0.02% | 650 | - | - | $66 |
| HERSHEY CO | HSY | Consumer Defensive | 0.02% | 381 | - | - | $66 |
| FORTINET INC | FTNT | Technology | 0.02% | 393 | +3 | +0.77% | $60 |
| PHILLIPS 66 | PSX | Energy | 0.02% | 355 | -18 | -4.83% | $60 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.02% | 233 | +1 | +0.43% | $58 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.02% | 286 | +4 | +1.42% | $57 |
| ORACLE CORP | ORCL | Technology | 0.02% | 384 | +4 | +1.05% | $56 |
| ISHARES TR | IWB | Other | 0.02% | 135 | +45 | +50.00% | $55 |