EA
Evolution Advisers, Inc. — 13F Portfolio Report & Top Holdings (Q2 2026)
Evolution Advisers, Inc.CIK: 0001906967
Diversified strategyHigh-turnover traderMomentum follower
Total reported value
$272.1K
Reporting period: 2026-06-30 · Number of holdings: 943
Evolution Advisers, Inc. disclosed 943 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $272.1K and a quarterly turnover rate of 199.5%.
Browse other institutions with under $100M AUMBrowse other institutions starting with "E"
Personality snowflake
- Concentration
- 33.76
- Portfolio Stability
- 100
- Momentum
- 100
- Sector conviction
- 53.4
- Diversification
- 100
- Sizing Uniformity
- 11.3
Evolution Advisers, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.084 — mathematically equivalent to about 12 equally-sized positions, well below its 943 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 8.87), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 4% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim IAGG
-85.6% -$4.0M
Add VUG
+517.2% -$31.3M
Add BNDX
+22.6% -$21.7M
Trim BSV
+6.5% -$19.8M
Add SCHX
+86.3% -$1.4M
Sold out XOM
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 943 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 16.14% | -0.01% | +3.02% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 14.01% | +0.81% | +517.19% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 10.64% | -0.17% | +1.61% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 9.85% | +0.71% | +22.62% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 7.71% | -0.65% | +6.49% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.16% | +0.08% | +5.22% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.26% | -0.34% | +6.57% | |
| 8 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 3.81% | -0.02% | +13.93% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 3.78% | +0.20% | +4.38% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.36% | -0.22% | +8.39% | |
| 11 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 3.06% | -0.11% | -0.13% | |
| 12 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.84% | +0.22% | +1.04% | |
| 13 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 1.39% | -0.06% | +0.02% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.12% | +0.52% | +86.29% | |
| 15 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 1.12% | +0.02% | +1.02% | |
| 16 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 1.02% | -0.17% | -1.01% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | +0.20% | +31.34% | |
| 18 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 0.66% | -0.04% | — | |
| 19 | GNW | Genworth Financial Inc | Stock-Financials | 0.60% | +0.03% | +2.20% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.58% | — | +0.80% | |
| 21 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.39% | +0.01% | +0.64% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.36% | -0.05% | +0.30% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.27% | — | — | |
| 24 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.27% | +0.01% | — | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.27% | -0.01% | — | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 0.27% | -0.31% | -47.09% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | +0.08% | +34.10% | |
| 28 | VV | Vanguard Large-cap ETF | ETF-Other | 0.23% | — | -0.66% | |
| 29 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.21% | -1.49% | -85.65% | |
| 30 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.21% | +0.16% | +363.22% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.21% | +0.06% | +60.17% | |
| 32 | UNP | Union Pacific CORP | Stock-Industrials | 0.20% | -0.01% | -4.16% | |
| 33 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.18% | +0.18% | NEW | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | -0.01% | +0.66% | |
| 35 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.16% | +0.05% | +44.94% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.16% | — | +300.00% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | +0.02% | +18.28% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.14% | — | — | |
| 39 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.14% | +0.02% | +18.32% | |
| 40 | WFC | Wells Fargo & Co | Stock-Financials | 0.13% | -0.02% | +0.18% | |
| 41 | ORI | Old Republic Intl CORP | Stock-Financials | 0.12% | -0.01% | +0.03% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.11% | -0.09% | -28.97% | |
| 43 | NI | Nisource Inc | Stock-Utilities | 0.10% | -0.02% | — | |
| 44 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.10% | +0.10% | NEW | |
| 45 | D | Dominion Energy Inc | Stock-Utilities | 0.10% | +0.05% | +107.63% | |
| 46 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.10% | +0.10% | NEW | |
| 47 | CW | Curtiss-wright CORP | Stock-Industrials | 0.10% | — | — | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.09% | -0.01% | — | |
| 49 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.08% | +0.08% | NEW | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.08% | — | — |
1–50 of 200
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Portfolio Performance
Performance for Q3 2026
+2.1%
Performance Last 4 Quarters
+15.7%
- Stdev
- +8.9%
- Beta
- +0.6
- Alpha
- +1.5%
- Max Drawdown
- -4.9%
- Annualized Perf
- +13.9%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +2.82
- Stutzer
- +0.43
- Treynor
- +0.22
- Sterling
- +1.02
- Calmar
- +2.85
- Information Ratio
- -0.97
- Tracking Error
- +6.7%
- Stdev Down
- +4.8%
- Winning Months %
- +75%
- Losing Months %
- +25%
- Best 12 Months
- +22.1%
- Worst 12 Months
- +6.1%
- Efficiency Ratio
- +0.57
- Sharpe
- +1.52
- Stdev Sectors
- +8.9%
- Skewness
- -0.35
- Kurtosis
- -0.1
- Upside Potential
- +4.36
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 943 | $272.1K | 100 | ||
| 2026 Q1 | 162 | $237.3M | 7 | ||
| 2025 Q4 | 170 | $230.9M | 6 | ||
| 2025 Q3 | 161 | $222.4M | 16 | ||
| 2025 Q2 | 156 | $204.0M | 0 | ||
| 2025 Q1 | 161 | $190.0M | 0 | ||
| 2024 Q4 | 184 | $183.0M | 0 | ||
| 2024 Q3 | 196 | $183.7M | 0 | ||
| 2024 Q2 | 190 | $174.0M | 0 | ||
| 2024 Q1 | 185 | $169.4M | 0 | ||
| 2023 Q4 | 221 | $156.6M | 0 | ||
| 2023 Q3 | 142 | $138.2M | 0 | ||
| 2023 Q2 | 167 | $141.7M | 0 | ||
| 2023 Q1 | 159 | $139.1M | 0 | ||
| 2022 Q4 | 151 | $128.5M | 0 | ||
| 2022 Q3 | 149 | $114.8M | 0 | ||
| 2022 Q2 | 150 | $122.5M | 0 | ||
| 2022 Q1 | 144 | $135.1M | 0 | ||
| 2021 Q4 | 148 | $136.0M | 0 |
Holding changes this quarter
Evolution Advisers, Inc.'s most significant position changes for 2026-06-30: Sold out: Exxon Mobil CORP (XOM); Sold out: Kinsale Capital Group Inc (KNSL); Sold out: Tcw High Yield Bond ETF (HYBX); Sold out: Honeywell International Inc (HON); New buy: Schwab Fndmn Intl Lrg Co ETF (FNDF).
Showing top 200 changes by size (of 947 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +0.8% | +517.19% | Add |
| 2 | BNDX | Vanguard Total Intl Bond ETF | +0.7% | +22.62% | Add |
| 3 | SCHX | Schwab US Large-cap ETF | +0.5% | +86.29% | Add |
| 4 | NULG | Nuveen Esg Lrg-cap Grw ETF | +0.2% | +1.04% | Add |
| 5 | VB | Vanguard Small-cap ETF | +0.2% | +4.38% | Add |
| 6 | VOO | Vanguard S&p 500 ETF | +0.2% | +31.34% | Add |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.2% | NEW | New buy |
| 8 | VUSB | Vanguard Ultra Short Bond Et | +0.2% | +363.22% | Add |
| 9 | VGIT | Vanguard Intermediate-term T | +0.1% | NEW | New buy |
| 10 | SCHP | Schwab U.s. Tips ETF | +0.1% | NEW | New buy |
| 11 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +5.22% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +34.10% | Add |
| 13 | SCHV | Schwab US Large-cap Value | +0.1% | NEW | New buy |
| 14 | DSI | Ishares Esg Msci Kld 400 ETF | +0.1% | NEW | New buy |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +60.17% | Add |
| 16 | SCHC | Schwab Intl Small-cap Equity | +0.1% | NEW | New buy |
| 17 | SCHF | Schwab Intl Equity ETF | +0.1% | +44.94% | Add |
| 18 | D | Dominion Energy Inc | +0.1% | +107.63% | Add |
| 19 | VBIL | Vanguard 0-3m T-bill ETF | +0.1% | +860.45% | Add |
| 20 | VBR | Vanguard Small-cap Value ETF | +0.1% | NEW | New buy |
| 21 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.1% | +13586.67% | Add |
| 22 | SUSA | Ishares Esg Optimized Msci U | +0.1% | NEW | New buy |
| 23 | AKRE | Akre Focus ETF | 0% | NEW | New buy |
| 24 | VCIT | Vanguard Int-term Corporate | 0% | NEW | New buy |
| 25 | SHYG | Ishares 0-5 Yr Hy CORP Bond | 0% | NEW | New buy |
| 26 | GNW | Genworth Financial Inc | 0% | +2.20% | Add |
| 27 | MBB | Ishares Mbs ETF | 0% | NEW | New buy |
| 28 | NUEM | Nuveen Esg Emerging Markets | 0% | +1.02% | Add |
| 29 | AMZN | Amazon.com Inc | 0% | +18.28% | Add |
| 30 | VT | Vanguard Tot World Stk ETF | 0% | +18.32% | Add |
| 31 | PPA | Invesco Aerospace & Defense | 0% | +97.09% | Add |
| 32 | NUSC | Nuveen Esg Small-cap ETF | 0% | +0.64% | Add |
| 33 | VOT | Vanguard Mid-cap Growth ETF | 0% | — | Unchanged |
| 34 | GOOG | Alphabet Inc-cl C | 0% | +2.17% | Add |
| 35 | SCHM | Schwab US Mid Cap ETF | 0% | — | Unchanged |
| 36 | CSCO | Cisco Systems Inc | 0% | +0.55% | Add |
| 37 | JNJ | Johnson & Johnson | 0% | +26.30% | Add |
| 38 | ELV | Elevance Health Inc | 0% | +19.07% | Add |
| 39 | SCHA | Schwab US Small-cap ETF | 0% | +51.00% | Add |
| 40 | AGG | Ishares Core U.s. Aggregate | 0% | +50.00% | Add |
| 41 | IJR | Ishares Core S&p Small-cap E | 0% | +2.16% | Add |
| 42 | DAL | Delta Air Lines Inc | 0% | — | Unchanged |
| 43 | IWB | Ishares Russell 1000 ETF | 0% | +50.00% | Add |
| 44 | FTNT | Fortinet Inc | 0% | +0.77% | Add |
| 45 | MO | Altria Group Inc | 0% | +110.95% | Add |
| 46 | TSLA | Tesla Inc | 0% | +29.63% | Add |
| 47 | BAC | Bank Of America CORP | 0% | +428.80% | Add |
| 48 | UL | Unilever Plc-sponsored Adr | 0% | NEW | New buy |
| 49 | TTE | TotalEnergies SE | 0% | NEW | New buy |
| 50 | NOC | Northrop Grumman CORP | 0% | NEW | New buy |
1–50 of 200
Filing History
FAQ
What is Evolution Advisers, Inc. and what type of investor is it?
Evolution Advisers, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $272.1K, spread across 943 disclosed positions.
What are Evolution Advisers, Inc.'s largest equity positions?
Based on the latest 13F filing, Evolution Advisers, Inc.'s top holdings by market value are:
1. Vanguard Ftse Developed ETF (VEA) — $43.9K (16.1%)
2. Vanguard Growth ETF (VUG) — $38.1K (14.0%)
3. Vanguard Value ETF (VTV) — $29.0K (10.6%)
4. Vanguard Total Intl Bond ETF (BNDX) — $26.8K (9.8%)
5. Vanguard Short-term Bond ETF (BSV) — $21.0K (7.7%)
What changes did Evolution Advisers, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Evolution Advisers, Inc. made 149 notable position adjustments: 48 new positions were initiated, 85 existing holdings were added to, 12 positions were partially reduced, and 4 were completely exited. The largest of these moves: Sold out: Exxon Mobil CORP (XOM); Sold out: Kinsale Capital Group Inc (KNSL); Sold out: Tcw High Yield Bond ETF (HYBX); Sold out: Honeywell International Inc (HON); New buy: Schwab Fndmn Intl Lrg Co ETF (FNDF)
What sectors does Evolution Advisers, Inc. focus on?
Evolution Advisers, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 29.4%
• Information Technology: 23.5%
• Industrials: 11.2%
• Communication Services: 8.4%
• Consumer Staples: 7.0%
• Consumer Discretionary: 6.8%
Investment Profile
Evolution Advisers, Inc. returned an annualized 13.9% over the trailing 36 months — outperforming the S&P 500 by 1.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.60 (less volatile than the market) and a 39% quarterly batting average against the index.
Its portfolio is broadly diversified and fast-trading.
Its turnover score has risen from 0 to 100 over the past 4 quarters — a shift toward more active trading.
It has trimmed its VUG position for two straight quarters, cutting it by $34.6M while still holding $38.1K.
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Developer Access
Access Evolution Advisers, Inc.'s institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/evolution-advisers-incCLI
npx alphasmo institutions get evolution-advisers-inc