Holders — by stockHoldings — by fund
Evolution Advisers, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001906967
$272.1M
disclosed book value
943
positions
16.1%
largest position share
Positions, as of 2026-06-30
top 100 of 943 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VEAVANGUARD TAX-MANAGED FDS | 616,125 | $43.9M | 16.1% |
| 2 | VUGVANGUARD INDEX FDS | 442,641 | $38.1M | 14% |
| 3 | VTVVANGUARD INDEX FDS | 132,861 | $29.0M | 10.6% |
| 4 | BNDXVANGUARD CHARLOTTE FDS | 553,304 | $26.8M | 9.8% |
| 5 | BSVVANGUARD BD INDEX FDS | 269,333 | $21.0M | 7.7% |
| 6 | VWOVANGUARD INTL EQUITY INDEX F | 280,908 | $16.8M | 6.2% |
| 7 | VMBSVANGUARD SCOTTSDALE FDS | 247,486 | $11.6M | 4.3% |
| 8 | BLVVANGUARD BD INDEX FDS | 150,385 | $10.4M | 3.8% |
| 9 | VBVANGUARD INDEX FDS | 33,903 | $10.3M | 3.8% |
| 10 | BIVVANGUARD BD INDEX FDS | 119,149 | $9.1M | 3.4% |
| 11 | NUDMNUSHARES ETF TR | 208,235 | $8.3M | 3.1% |
| 12 | NULGNUSHARES ETF TR | 42,779 | $5.0M | 1.8% |
| 13 | NULVNUSHARES ETF TR | 75,631 | $3.8M | 1.4% |
| 14 | SCHXSCHWAB STRATEGIC TR | 103,898 | $3.1M | 1.1% |
| 15 | NUEMNUSHARES ETF TR | 71,718 | $3.0M | 1.1% |
| 16 | NUBDNUSHARES ETF TR | 125,902 | $2.8M | 1% |
| 17 | VOOVANGUARD INDEX FDS | 3,277 | $2.3M | 0.8% |
| 18 | PWVINVESCO EXCHANGE TRADED FD T | 23,796 | $1.8M | 0.7% |
| 19 | GNWGENWORTH FINL INC | 170,221 | $1.6M | 0.6% |
| 20 | AAPLAPPLE INC | 5,442 | $1.6M | 0.6% |
| 21 | NUSCNUSHARES ETF TR | 20,350 | $1.1M | 0.4% |
| 22 | VTEBVANGUARD MUN BD FDS | 19,636 | $993,000 | 0.4% |
| 23 | DFACDIMENSIONAL ETF TRUST | 16,680 | $739,000 | 0.3% |
| 24 | VOTVANGUARD INDEX FDS | 2,389 | $731,000 | 0.3% |
| 25 | VXUSVANGUARD STAR FDS | 8,524 | $728,000 | 0.3% |
| 26 | BNDVANGUARD BD INDEX FDS | 9,918 | $728,000 | 0.3% |
| 27 | GOOGLALPHABET INC | 1,813 | $648,000 | 0.2% |
| 28 | VVVANGUARD INDEX FDS | 1,816 | $624,000 | 0.2% |
| 29 | IAGGISHARES TR | 11,557 | $584,000 | 0.2% |
| 30 | VUSBVANGUARD BD INDEX FDS | 11,650 | $579,000 | 0.2% |
| 31 | VCSHVANGUARD SCOTTSDALE FDS | 7,134 | $563,000 | 0.2% |
| 32 | UNPUNION PAC CORP | 1,957 | $532,000 | 0.2% |
| 33 | FNDFSCHWAB STRATEGIC TR | 9,453 | $498,000 | 0.2% |
| 34 | BRK/BBERKSHIRE HATHAWAY INC DEL | 911 | $455,000 | 0.2% |
| 35 | SCHFSCHWAB STRATEGIC TR | 15,645 | $433,000 | 0.2% |
| 36 | VOVANGUARD INDEX FDS | 5,304 | $427,000 | 0.2% |
| 37 | AMZNAMAZON COM INC | 1,715 | $408,000 | 0.1% |
| 38 | SCHGSCHWAB STRATEGIC TR | 11,589 | $392,000 | 0.1% |
| 39 | VTVANGUARD INTL EQUITY INDEX F | 2,454 | $385,000 | 0.1% |
| 40 | WFCWELLS FARGO CO NEW | 4,342 | $358,000 | 0.1% |
| 41 | ORIOLD REP INTL CORP | 7,684 | $314,000 | 0.1% |
| 42 | WMTWALMART INC | 2,658 | $301,000 | 0.1% |
| 43 | NINISOURCE INC | 5,932 | $282,000 | 0.1% |
| 44 | VGITVANGUARD SCOTTSDALE FDS | 4,761 | $280,000 | 0.1% |
| 45 | DDOMINION ENERGY INC | 4,084 | $278,000 | 0.1% |
| 46 | SCHPSCHWAB STRATEGIC TR | 10,474 | $277,000 | 0.1% |
| 47 | CWCURTISS WRIGHT CORP | 350 | $265,000 | 0.1% |
| 48 | VYMVANGUARD WHITEHALL FDS | 1,569 | $247,000 | 0.1% |
| 49 | SCHVSCHWAB STRATEGIC TR | 6,306 | $219,000 | 0.1% |
| 50 | VTIVANGUARD INDEX FDS | 40,329 | $218,000 | 0.1% |
| 51 | JPMJPMORGAN CHASE & CO. | 660 | $216,000 | 0.1% |
| 52 | GOOGALPHABET INC | 613 | $216,000 | 0.1% |
| 53 | DSIISHARES TR | 1,314 | $187,000 | 0.1% |
| 54 | SCHESCHWAB STRATEGIC TR | 4,908 | $177,000 | 0.1% |
| 55 | SCHZSCHWAB STRATEGIC TR | 7,636 | $176,000 | 0.1% |
| 56 | KMBKIMBERLY-CLARK CORP | 1,569 | $174,000 | 0.1% |
| 57 | AVGOBROADCOM INC | 463 | $174,000 | 0.1% |
| 58 | CSCOCISCO SYS INC | 1,457 | $171,000 | 0.1% |
| 59 | TDYTELEDYNE TECHNOLOGIES INC | 250 | $166,000 | 0.1% |
| 60 | VBILVANGUARD INSTL INDEX FD | 2,113 | $159,000 | 0.1% |
| 61 | SCHMSCHWAB STRATEGIC TR | 4,191 | $154,000 | 0.1% |
| 62 | MKLMARKEL GROUP INC | 79 | $154,000 | 0.1% |
| 63 | SCHCSCHWAB STRATEGIC TR | 3,153 | $151,000 | 0.1% |
| 64 | VBRVANGUARD INDEX FDS | 610 | $148,000 | 0.1% |
| 65 | VEUVANGUARD INTL EQUITY INDEX F | 1,649 | $138,000 | 0.1% |
| 66 | VWOBVANGUARD WHITEHALL FDS | 2,053 | $138,000 | 0.1% |
| 67 | SPYSPDR S&P 500 ETF TR | 179 | $133,000 | 0% |
| 68 | VVISA INC | 388 | $133,000 | 0% |
| 69 | JNJJOHNSON & JOHNSON | 509 | $129,000 | 0% |
| 70 | SUSAISHARES TR | 842 | $129,000 | 0% |
| 71 | MSFTMICROSOFT CORP | 348 | $129,000 | 0% |
| 72 | VXFVANGUARD INDEX FDS | 498 | $122,000 | 0% |
| 73 | SCHASCHWAB STRATEGIC TR | 3,165 | $114,000 | 0% |
| 74 | LOWLOWES COS INC | 520 | $114,000 | 0% |
| 75 | VCITVANGUARD SCOTTSDALE FDS | 1,370 | $113,000 | 0% |
| 76 | AKREPROFESIONALLY MANAGED PORTFO | 2,129 | $113,000 | 0% |
| 77 | ELVELEVANCE HEALTH INC FORMERLY | 281 | $108,000 | 0% |
| 78 | SHYGISHARES TR | 2,376 | $100,000 | 0% |
| 79 | IVVISHARES TR | 128 | $95,000 | 0% |
| 80 | SYKSTRYKER CORPORATION | 301 | $94,000 | 0% |
| 81 | HDHOME DEPOT INC | 264 | $93,000 | 0% |
| 82 | AGGISHARES TR | 900 | $89,000 | 0% |
| 83 | DFAUDIMENSIONAL ETF TRUST | 1,699 | $87,000 | 0% |
| 84 | TROWPRICE T ROWE GROUP INC | 728 | $82,000 | 0% |
| 85 | MBBISHARES TR | 849 | $80,000 | 0% |
| 86 | TMOTHERMO FISHER SCIENTIFIC INC | 161 | $80,000 | 0% |
| 87 | BNDWVANGUARD SCOTTSDALE FDS | 1,132 | $77,000 | 0% |
| 88 | SEICSEI INVTS CO | 873 | $76,000 | 0% |
| 89 | JJACOBS SOLUTIONS INC | 600 | $75,000 | 0% |
| 90 | AMGNAMGEN INC | 202 | $73,000 | 0% |
| 91 | PPAINVESCO EXCHANGE TRADED FD T | 406 | $71,000 | 0% |
| 92 | PEPPEPSICO INC | 528 | $71,000 | 0% |
| 93 | DALDELTA AIR LINES INC DEL | 759 | $71,000 | 0% |
| 94 | IJRISHARES TR | 474 | $70,000 | 0% |
| 95 | ESGDISHARES TR | 650 | $66,000 | 0% |
| 96 | HSYHERSHEY CO | 381 | $66,000 | 0% |
| 97 | FTNTFORTINET INC | 393 | $60,000 | 0% |
| 98 | PSXPHILLIPS 66 | 355 | $60,000 | 0% |
| 99 | CEGCONSTELLATION ENERGY CORP | 233 | $58,000 | 0% |
| 100 | COFCAPITAL ONE FINL CORP | 286 | $57,000 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.