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CIK: 0001906967
Total reported value
$272.1K
$272.1K
162 檔
50286.0%
The Q1 2026 SEC filing reveals that Evolution Advisers, Inc. held a total portfolio value of $272.1K, covering 162 public equity positions.
In Q1 2026, Evolution Advisers, Inc. adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 14 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 16.15% | -0.01% | -0.51% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 13.20% | +0.81% | +0.99% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 10.81% | -0.17% | -0.56% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 9.14% | +0.71% | -1.49% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 8.36% | -0.65% | +8.51% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.08% | +0.08% | +1.14% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.60% | -0.34% | +7.00% | |
| 8 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 3.83% | -0.02% | +3.18% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 3.59% | +0.20% | +1.93% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.58% | -0.22% | +5.87% | |
| 11 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 3.17% | -0.11% | +11.04% | |
| 12 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.70% | -1.49% | +120.74% | |
| 13 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.62% | +0.22% | +33.32% | |
| 14 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 1.45% | -0.06% | +23.60% | |
| 15 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 1.19% | -0.17% | +2.88% | |
| 16 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 1.10% | +0.02% | +12.02% | |
| 17 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 0.70% | -0.04% | -2.07% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | +0.20% | -0.12% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.60% | +0.52% | -5.31% | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 0.58% | -0.31% | +85.75% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.58% | — | -0.37% | |
| 22 | GNW | Genworth Financial Inc | Stock-Financials | 0.57% | +0.03% | +36.69% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.41% | -0.05% | +13.24% | |
| 24 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.38% | +0.01% | +26.15% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.35% | EXIT | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.28% | -0.01% | -3.95% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.27% | — | — | |
| 28 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.26% | +0.01% | — | |
| 29 | VV | Vanguard Large-cap ETF | ETF-Other | 0.23% | — | -12.41% | |
| 30 | UNP | Union Pacific CORP | Stock-Industrials | 0.21% | -0.01% | — | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.20% | -0.09% | -0.98% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | -0.01% | — | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | +0.08% | -0.52% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.16% | — | -4.88% | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.15% | +0.06% | -2.71% | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.15% | -0.02% | — | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.14% | — | +342.67% | |
| 38 | ORI | Old Republic Intl CORP | Stock-Financials | 0.13% | -0.01% | — | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.13% | +0.02% | -4.35% | |
| 40 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.12% | +0.02% | +0.39% | |
| 41 | NI | Nisource Inc | Stock-Utilities | 0.12% | -0.02% | — | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.11% | +0.05% | -6.64% | |
| 43 | CW | Curtiss-wright CORP | Stock-Industrials | 0.10% | — | — | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.10% | -0.01% | -6.50% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.08% | — | +2.91% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.08% | — | — | |
| 47 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.07% | -0.01% | -13.33% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.07% | +0.01% | — | |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.07% | — | -8.67% | |
| 50 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IAGG | Ishares Intl Aggregate Bond | +0.9% | +120.74% | Add |
| 2 | BSV | Vanguard Short-term Bond ETF | +0.4% | +8.51% | Add |
| 3 | NULG | Nuveen Esg Lrg-cap Grw ETF | +0.3% | +33.32% | Add |
| 4 | NULV | Nuveen Esg Large-cap Val ETF | +0.3% | +23.60% | Add |
| 5 | BND | Vanguard Total Bond Market | +0.3% | +85.75% | Add |
| 6 | NUDM | Nuveen Esg Intl Devel Mrk Eq | +0.2% | +11.04% | Add |
| 7 | VMBS | Vanguard Mortgage-backed Sec | +0.2% | +7.00% | Add |
| 8 | NUEM | Nuveen Esg Emerging Markets | +0.1% | +12.02% | Add |
| 9 | SCHG | Schwab US Large-cap Growth | +0.1% | +342.67% | Add |
| 10 | GNW | Genworth Financial Inc | +0.1% | +36.69% | Add |
| 11 | XOM | Exxon Mobil CORP | +0.1% | -0.28% | Trim |
| 12 | BIV | Vanguard Intermediate-term B | +0.1% | +5.87% | Add |
| 13 | NUSC | Nuveen Esg Small-cap ETF | +0.1% | +26.15% | Add |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +13.24% | Add |
| 15 | VB | Vanguard Small-cap ETF | 0% | +1.93% | Add |
| 16 | CW | Curtiss-wright CORP | 0% | — | Unchanged |
| 17 | WMT | Walmart Inc | 0% | -0.98% | Trim |
| 18 | NI | Nisource Inc | 0% | — | Unchanged |
| 19 | CVX | Chevron CORP | 0% | +105.00% | Add |
| 20 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 21 | PSX | Phillips 66 | 0% | — | Unchanged |
| 22 | IVV | Ishares Core S&p 500 ETF | 0% | +28.00% | Add |
| 23 | NTR | Nutrien LTD | 0% | — | Unchanged |
| 24 | EXC | Exelon CORP | 0% | — | Unchanged |
| 25 | PWV | Invesco Large Cap Value ETF | — | -2.07% | Trim |
| 26 | TDY | Teledyne Technologies Inc | — | — | Unchanged |
| 27 | LMT | Lockheed Martin CORP | — | — | Unchanged |
| 28 | JNJ | Johnson & Johnson | — | — | Unchanged |
| 29 | ACN | Accenture plc | — | — | Unchanged |
| 30 | HSY | Hershey Co/the | — | — | Unchanged |
| 31 | KNSL | Kinsale Capital Group Inc | — | — | Unchanged |
| 32 | VNQ | Vanguard Real Estate ETF | — | -82.76% | Trim |
| 33 | TROW | T Rowe Price Group Inc | — | — | Unchanged |
| 34 | VYM | Vanguard High Dvd Yield ETF | — | -6.50% | Trim |
| 35 | IYW | Ishares Ustechnology ETF | — | -12.68% | Trim |
| 36 | D | Dominion Energy Inc | — | — | Unchanged |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 38 | GEV | GE Vernova Inc | — | — | Unchanged |
| 39 | COF | Capital One Financial CORP | — | +21.55% | Add |
| 40 | AMGN | Amgen Inc | — | — | Unchanged |
| 41 | ETN | Eaton Corporation plc | — | — | Unchanged |
| 42 | PAYX | Paychex Inc | — | — | Unchanged |
| 43 | PEP | Pepsico Inc | — | — | Unchanged |
| 44 | IBM | Intl Business Machines CORP | — | — | Unchanged |
| 45 | RIVN | Rivian Automotive Inc-a | — | — | Unchanged |
| 46 | HON | Honeywell International Inc | — | — | Unchanged |
| 47 | PPL | Ppl CORP | — | — | Unchanged |
| 48 | IYF | Ishares US Financials ETF | — | — | Unchanged |
| 49 | IJR | Ishares Core S&p Small-cap E | — | +4.50% | Add |
| 50 | LOW | Lowe's Cos Inc | — | -0.77% | Trim |
According to official SEC Form 13F filings, Evolution Advisers, Inc. reported a total U.S. public equity portfolio value of $272.1K across 162 disclosed positions in Q1 2026.
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 50286.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
VUSB
市值: $125.0K
Top Position Liquidated / Trimmed
TFC
前期市值: $73.0K
During Q1 2026, Evolution Advisers, Inc.'s top holdings by market value included VEA (16.1%)、VUG (13.2%)、VTV (10.8%). The largest single position, VEA, represented 16.1% of total portfolio value.
In Q1 2026, Evolution Advisers, Inc. made 72 total portfolio adjustments, initiating 6 new buys, adding to 25 positions, trimming 27 holdings, and fully liquidating 14 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.
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