13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001906967
Total reported value
$272.1K
$272.1K
170 檔
50653.9%
In Q4 2025, Evolution Advisers, Inc.'s U.S. equity holdings reached a combined market value of $272.1K, distributed across 170 disclosed stock positions.
In Q4 2025, Evolution Advisers, Inc. displayed an active expansion posture, initiating 12 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 16.26% | -0.01% | +2.45% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 15.00% | +0.81% | +2.21% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 10.87% | -0.17% | +2.79% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 9.58% | +0.71% | -2.23% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 7.95% | -0.65% | +5.00% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.14% | +0.08% | +4.39% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.42% | -0.34% | +4.08% | |
| 8 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 3.85% | -0.02% | -1.59% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 3.56% | +0.20% | +3.10% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.50% | -0.22% | +5.20% | |
| 11 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 2.94% | -0.11% | +3.11% | |
| 12 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.34% | +0.22% | -0.48% | |
| 13 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 1.20% | -0.17% | +1.80% | |
| 14 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 1.19% | -0.06% | -0.15% | |
| 15 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.98% | +0.02% | +4.78% | |
| 16 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.79% | -1.49% | +4338.20% | |
| 17 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 0.70% | -0.04% | — | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.69% | +0.52% | +5.60% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.20% | +0.77% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.64% | — | — | |
| 21 | GNW | Genworth Financial Inc | Stock-Financials | 0.48% | +0.03% | — | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.38% | -0.05% | +9.61% | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 0.32% | -0.31% | +50360.00% | |
| 24 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.31% | +0.01% | +0.28% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.29% | -0.01% | +1.20% | |
| 26 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.29% | +0.01% | — | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.29% | — | — | |
| 28 | VV | Vanguard Large-cap ETF | ETF-Other | 0.28% | — | +16.92% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.35% | EXIT | |
| 30 | UNP | Union Pacific CORP | Stock-Industrials | 0.20% | -0.01% | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | -0.01% | — | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.08% | — | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.18% | -0.09% | — | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.17% | — | — | |
| 35 | WFC | Wells Fargo & Co | Stock-Financials | 0.17% | -0.02% | — | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.16% | +0.06% | +2.78% | |
| 37 | ORI | Old Republic Intl CORP | Stock-Financials | 0.15% | -0.01% | — | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | +0.02% | +46.47% | |
| 39 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.13% | +0.02% | +0.44% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.12% | +0.05% | +7.58% | |
| 41 | NI | Nisource Inc | Stock-Utilities | 0.11% | -0.02% | — | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.10% | -0.01% | — | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.09% | — | — | |
| 44 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.09% | -0.01% | +15.37% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.09% | — | — | |
| 46 | CW | Curtiss-wright CORP | Stock-Industrials | 0.08% | — | — | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.08% | +0.01% | — | |
| 48 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.08% | — | +10.64% | |
| 49 | MKL | Markel Group Inc | Stock-Financials | 0.07% | — | +1.32% | |
| 50 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.07% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IAGG | Ishares Intl Aggregate Bond | +0.8% | +4338.20% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.3% | +2.45% | Add |
| 3 | BND | Vanguard Total Bond Market | +0.3% | +50360.00% | Add |
| 4 | VTV | Vanguard Value ETF | +0.1% | +2.79% | Add |
| 5 | BSV | Vanguard Short-term Bond ETF | +0.1% | +5.00% | Add |
| 6 | AMZN | Amazon.com Inc | +0.1% | +46.47% | Add |
| 7 | SCHX | Schwab US Large-cap ETF | 0% | +5.60% | Add |
| 8 | VV | Vanguard Large-cap ETF | 0% | +16.92% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 10 | BIV | Vanguard Intermediate-term B | 0% | +5.20% | Add |
| 11 | VB | Vanguard Small-cap ETF | 0% | +3.10% | Add |
| 12 | AAPL | Apple Inc | 0% | — | Unchanged |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +9.61% | Add |
| 14 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 15 | XOM | Exxon Mobil CORP | 0% | +0.02% | Add |
| 16 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 17 | WMT | Walmart Inc | 0% | — | Unchanged |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +15.37% | Add |
| 19 | SCHF | Schwab Intl Equity ETF | 0% | +7.58% | Add |
| 20 | MKL | Markel Group Inc | 0% | +1.32% | Add |
| 21 | SCHA | Schwab US Small-cap ETF | 0% | +33.58% | Add |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +10.64% | Add |
| 23 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 24 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 25 | CRM | Salesforce Inc | 0% | — | Unchanged |
| 26 | VMBS | Vanguard Mortgage-backed Sec | — | +4.08% | Add |
| 27 | NUEM | Nuveen Esg Emerging Markets | — | +4.78% | Add |
| 28 | VOO | Vanguard S&p 500 ETF | — | +0.77% | Add |
| 29 | GNW | Genworth Financial Inc | — | — | Unchanged |
| 30 | ORI | Old Republic Intl CORP | — | — | Unchanged |
| 31 | VXUS | Vanguard Total Intl Stock | — | +1.20% | Add |
| 32 | DFAC | Dimensional US Core Equity 2 | — | — | Unchanged |
| 33 | TDY | Teledyne Technologies Inc | — | — | Unchanged |
| 34 | DAL | Delta Air Lines Inc | — | — | Unchanged |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | — | +2.78% | Add |
| 36 | VNQ | Vanguard Real Estate ETF | — | +480.00% | Add |
| 37 | NI | Nisource Inc | — | — | Unchanged |
| 38 | AWK | American Water Works Co Inc | — | -80.00% | Trim |
| 39 | TMO | Thermo Fisher Scientific Inc | — | — | Unchanged |
| 40 | ETN | Eaton Corporation plc | — | — | Unchanged |
| 41 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 42 | VT | Vanguard Tot World Stk ETF | — | +0.44% | Add |
| 43 | AMGN | Amgen Inc | — | — | Unchanged |
| 44 | ADP | Automatic Data Processing | — | — | Unchanged |
| 45 | RIVN | Rivian Automotive Inc-a | — | — | Unchanged |
| 46 | MCK | Mckesson CORP | — | — | Unchanged |
| 47 | ACN | Accenture plc | — | — | Unchanged |
| 48 | MA | Mastercard Inc - A | — | -3.90% | Trim |
| 49 | AVGO | Broadcom Inc | — | — | Unchanged |
| 50 | SYK | Stryker CORP | — | — | Unchanged |
According to official SEC Form 13F filings, Evolution Advisers, Inc. reported a total U.S. public equity portfolio value of $272.1K across 170 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VEA, VUG, VTV) accounted for 50653.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
CHGX
市值: $41.0K
Top Position Liquidated / Trimmed
UL
前期市值: $41.0K
During Q4 2025, Evolution Advisers, Inc.'s top holdings by market value included VEA (16.3%)、VUG (15.0%)、VTV (10.9%). The largest single position, VEA, represented 16.3% of total portfolio value.
In Q4 2025, Evolution Advisers, Inc. made 59 total portfolio adjustments, initiating 12 new buys, adding to 31 positions, trimming 12 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.