Evolution Advisers, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$237K
Q ending 2026-03-31
Prior quarter
$231K
Q ending 2025-12-31
Change
+2.7% QoQ · +24.9% YoY
Positions
162
reported holdings
Largest positions
Top 100 of 162 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Tax-Managed Fds | VEA | Shares | $38K | 598K |
| Vanguard Index Fds | VUG | Shares | $31K | 72K |
| Vanguard Index Fds | VTV | Shares | $26K | 131K |
| Vanguard Charlotte Fds | BNDX | Shares | $22K | 451K |
| Vanguard Bd Index Fds | BSV | Shares | $20K | 253K |
| Vanguard Intl Equity Index F | VWO | Shares | $14K | 267K |
| Vanguard Scottsdale Fds | VMBS | Shares | $11K | 232K |
| Vanguard Bd Index Fds | BLV | Shares | $9K | 132K |
| Vanguard Index Fds | VB | Shares | $9K | 32K |
| Vanguard Bd Index Fds | BIV | Shares | $8K | 110K |
| Nushares Etf Tr | NUDM | Shares | $8K | 209K |
| Ishares Tr | IAGG | Shares | $4K | 81K |
| Nushares Etf Tr | NULG | Shares | $4K | 42K |
| Nushares Etf Tr | NULV | Shares | $3K | 76K |
| Nushares Etf Tr | NUBD | Shares | $3K | 127K |
| Nushares Etf Tr | NUEM | Shares | $3K | 71K |
| Invesco Exchange Traded Fd T | PWV | Shares | $2K | 24K |
| Vanguard Index Fds | VOO | Shares | $1K | 2K |
| Schwab Strategic Tr | SCHX | Shares | $1K | 56K |
| Vanguard Bd Index Fds | BND | Shares | $1K | 19K |
| Apple Inc | AAPL | Shares | $1K | 5K |
| Genworth Finl Inc | GNW | Shares | $1K | 167K |
| Vanguard Mun Bd Fds | VTEB | Shares | $976 | 20K |
| Nushares Etf Tr | NUSC | Shares | $911 | 20K |
| Exxon Mobil Corp | XOM | Shares | $838 | 5K |
| Vanguard Star Fds | VXUS | Shares | $657 | 9K |
| Dimensional Etf Trust | DFAC | Shares | $648 | 17K |
| Vanguard Index Fds | VOT | Shares | $614 | 2K |
| Vanguard Index Fds | VV | Shares | $546 | 2K |
| Union Pac Corp | UNP | Shares | $495 | 2K |
| Walmart Inc | WMT | Shares | $465 | 4K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $433 | 905 |
| Alphabet Inc | GOOGL | Shares | $388 | 1K |
| Vanguard Index Fds | VO | Shares | $380 | 1K |
| Vanguard Scottsdale Fds | VCSH | Shares | $353 | 4K |
| Wells Fargo Co New | WFC | Shares | $345 | 4K |
| Schwab Strategic Tr | SCHG | Shares | $337 | 12K |
| Old Rep Intl Corp | ORI | Shares | $306 | 8K |
| Amazon Com Inc | AMZN | Shares | $301 | 1K |
| Vanguard Intl Equity Index F | VT | Shares | $286 | 2K |
| Nisource Inc | NI | Shares | $276 | 6K |
| Schwab Strategic Tr | SCHF | Shares | $267 | 11K |
| Curtiss Wright Corp | CW | Shares | $238 | 350 |
| Vanguard Whitehall Fds | VYM | Shares | $232 | 2K |
| Vanguard Index Fds | VTI | Shares | $195 | 40K |
| Jpmorgan Chase & Co. | JPM | Shares | $191 | 651 |
| Schwab Strategic Tr | SCHZ | Shares | $177 | 8K |
| Alphabet Inc | GOOG | Shares | $172 | 600 |
| Schwab Strategic Tr | SCHE | Shares | $161 | 5K |
| Kimberly-Clark Corp | KMB | Shares | $151 | 2K |
| Teledyne Technologies Inc | TDY | Shares | $151 | 250 |
| Markel Group Inc | MKL | Shares | $149 | 78 |
| Broadcom Inc | AVGO | Shares | $139 | 450 |
| Schwab Strategic Tr | SCHM | Shares | $129 | 4K |
| Vanguard Bd Index Fds | VUSB | Shares | $125 | 3K |
| Vanguard Intl Equity Index F | VEU | Shares | $123 | 2K |
| Lowes Cos Inc | LOW | Shares | $122 | 518 |
| Dominion Energy Inc | D | Shares | $121 | 2K |
| Microsoft Corp | MSFT | Shares | $120 | 326 |
| Spdr S&P 500 Etf Tr | SPY | Shares | $116 | 179 |
| Visa Inc | V | Shares | $115 | 381 |
| Cisco Sys Inc | CSCO | Shares | $112 | 1K |
| Vanguard Index Fds | VXF | Shares | $102 | 498 |
| Johnson & Johnson | JNJ | Shares | $98 | 403 |
| Mastercard Incorporated | MA | Shares | $98 | 197 |
| Stryker Corporation | SYK | Shares | $98 | 300 |
| Home Depot Inc | HD | Shares | $85 | 260 |
| Ishares Tr | IVV | Shares | $83 | 128 |
| Pepsico Inc | PEP | Shares | $81 | 526 |
| Hershey Co | HSY | Shares | $79 | 381 |
| Lockheed Martin Corp | LMT | Shares | $79 | 132 |
| Thermo Fisher Scientific Inc | TMO | Shares | $78 | 160 |
| Dimensional Etf Trust | DFAU | Shares | $76 | 2K |
| Jacobs Solutions Inc | J | Shares | $76 | 600 |
| Vanguard Scottsdale Fds | BNDW | Shares | $75 | 1K |
| Amgen Inc | AMGN | Shares | $70 | 200 |
| Elevance Health Inc | ELV | Shares | $69 | 236 |
| Sei Invts Co | SEIC | Shares | $68 | 873 |
| Kinsale Cap Group Inc | KNSL | Shares | $67 | 199 |
| Phillips 66 | PSX | Shares | $67 | 373 |
| Tcw Etf Trust | HYBX | Shares | $66 | 2K |
| Nutrien Ltd | NTR | Shares | $65 | 867 |
| Price T Rowe Group Inc | TROW | Shares | $65 | 728 |
| Constellation Energy Corp | CEG | Shares | $64 | 232 |
| Ishares Tr | ESGD | Shares | $62 | 650 |
| Schwab Strategic Tr | SCHA | Shares | $60 | 2K |
| Ishares Tr | AGG | Shares | $59 | 600 |
| Ishares Tr | IJR | Shares | $57 | 464 |
| Oracle Corp | ORCL | Shares | $55 | 380 |
| Capital One Finl Corp | COF | Shares | $51 | 282 |
| Delta Air Lines Inc Del | DAL | Shares | $50 | 759 |
| First Tr Exchange-Traded Fd | FIW | Shares | $47 | 456 |
| Ppl Corp | PPL | Shares | $46 | 1K |
| Eaton Corp Plc | Shares | $45 | 126 | |
| Chevron Corp New | CVX | Shares | $42 | 205 |
| Accenture Plc Ireland | Shares | $38 | 192 | |
| Ishares Tr | IJH | Shares | $38 | 565 |
| Exelon Corp | EXC | Shares | $37 | 760 |
| Ishares Tr | IYF | Shares | $37 | 319 |
| Automatic Data Processing In | ADP | Shares | $35 | 176 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.