EA

Evolution Advisers, Inc.

Diversified strategyMomentum followerLong-term holder

Total reported value

$237.3M

Reporting period: 2026-03-31 · Number of holdings: 162

Evolution Advisers, Inc. disclosed 162 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $237.3M and a quarterly turnover rate of 7.3%.

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Personality snowflake

Concentration
33.1
Portfolio Stability
7.27
Momentum/Contrarian
100
Sector conviction
51.59
Diversification
100
Sizing Uniformity
64.67

Recent moves

  • Trim VUG

    +1.0%　-$3.3M

  • Add IAGG

    +120.7%　$2.2M

  • Trim BNDX

    -1.5%　-$452.0K

  • Add BSV

    +8.5%　$1.5M

  • Add NULG

    +33.3%　$745.0K

  • Add NULV

    +23.6%　$684.0K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VEAVanguard Ftse Developed ETFETF-Other16.15%-0.11%-0.51%
2VUGVanguard Growth ETFETF-Other13.20%-1.80%+0.99%
3VTVVanguard Value ETFETF-Other10.81%-0.06%-0.56%
4BNDXVanguard Total Intl Bond ETFETF-Other9.14%-0.44%-1.49%
5BSVVanguard Short-term Bond ETFETF-Other8.36%+0.41%+8.51%
6VWOVanguard Ftse Emerging MarkeETF-Emerging Markets6.08%-0.06%+1.14%
7VMBSVanguard Mortgage-backed SecETF-Other4.60%+0.18%+7.00%
8BLVVanguard Long-term Bond ETFETF-Other3.83%-0.02%+3.18%
9VBVanguard Small-cap ETFETF-Other3.59%+0.02%+1.93%
10BIVVanguard Intermediate-term BETF-Other3.58%+0.08%+5.87%
11NUDMNuveen Esg Intl Devel Mrk EqETF-Other3.17%+0.23%+11.04%
12IAGGIshares Intl Aggregate BondETF-Other1.70%+0.91%+120.74%
13NULGNuveen Esg Lrg-cap Grw ETFETF-Other1.62%+0.28%+33.32%
14NULVNuveen Esg Large-cap Val ETFETF-Other1.45%+0.26%+23.60%
15NUBDNuveen Esg US Aggregate BondETF-Other1.19%-0.01%+2.88%
16NUEMNuveen Esg Emerging MarketsETF-Emerging Markets1.10%+0.12%+12.02%
17PWVInvesco Large Cap Value ETFETF-Large Cap & Growth0.70%—-2.07%
18VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.63%-0.05%-0.12%
19SCHXSchwab US Large-cap ETFETF-Other0.60%-0.09%-5.31%
20BNDVanguard Total Bond MarketETF-Other0.58%+0.26%+85.75%
21AAPLApple INCStock-Tech0.58%-0.06%-0.37%
22GNWGenworth Financial INCStock-Financials0.57%+0.09%+36.69%
23VTEBVanguard Tax-exempt Bond ETFETF-Other0.41%+0.03%+13.24%
24NUSCNuveen Esg Small-cap ETFETF-Other0.38%+0.07%+26.15%
25XOMExxon Mobil CORPStock-Energy0.35%+0.09%-0.28%
26VXUSVanguard Total Intl StockETF-Other0.28%—-3.95%
27DFACDimensional US Core Equity 2ETF-Other0.27%——
28VOTVanguard Mid-cap Growth ETFETF-Other0.26%-0.03%—
29VVVanguard Large-cap ETFETF-Other0.23%-0.05%-12.41%
30UNPUnion Pacific CORPStock-Industrials0.21%——
31WMTWalmart INCStock-Consumer Staples0.20%+0.02%-0.98%
32BRK-BBerkshire Hathaway Inc-cl BStock-Other0.18%——
33GOOGLAlphabet Inc-cl AStock-Comm Services0.16%-0.02%-0.52%
34VOVanguard Mid-cap ETFETF-Other0.16%-0.01%-4.88%
35VCSHVanguard S/t CORP Bond ETFETF-Corp Bonds0.15%—-2.71%
36WFCWells Fargo & CoStock-Financials0.15%-0.02%—
37SCHGSchwab US Large-cap GrowthETF-Other0.14%+0.10%+342.67%
38ORIOld Republic Intl CORPStock-Financials0.13%-0.02%—
39AMZNAmazon.com INCStock-Consumer Disc0.13%-0.02%-4.35%
40VTVanguard Tot World Stk ETFETF-Other0.12%—+0.39%
41NINisource INCStock-Utilities0.12%+0.01%—
42SCHFSchwab Intl Equity ETFETF-Other0.11%—-6.64%
43CWCurtiss-wright CORPStock-Industrials0.10%+0.02%—
44VYMVanguard High Dvd Yield ETFETF-Other0.10%—-6.50%
45VTIVanguard Total Stock Mkt ETFETF-Other0.08%—+2.91%
46JPMJpmorgan Chase & CoStock-Financials0.08%——
47SCHZSchwab US Aggregate Bond ETFETF-Other0.07%-0.02%-13.33%
48GOOGAlphabet Inc-cl CStock-Comm Services0.07%——
49SCHESchwab Emrg Mrkts Eqty ETFETF-Other0.07%—-8.67%
50TDYTeledyne Technologies INCStock-Tech0.06%——
1–50 of 162

Holding changes this quarter

Evolution Advisers, Inc.'s most significant position changes for 2026-03-31: New buy: Vanguard Ultra Short Bond Et (VUSB); Sold out: Truist Financial CORP (TFC); Sold out: Mckesson CORP (MCK); New buy: Ishares Core U.s. Aggregate (AGG); Sold out: Ishr Ibx Usd Invgd Cb Etf-ui (LQD).

Position changes disclosed by Evolution Advisers, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1IAGGIshares Intl Aggregate Bond+0.9%+120.74%Add
2BSVVanguard Short-term Bond ETF+0.4%+8.51%Add
3NULGNuveen Esg Lrg-cap Grw ETF+0.3%+33.32%Add
4NULVNuveen Esg Large-cap Val ETF+0.3%+23.60%Add
5BNDVanguard Total Bond Market+0.3%+85.75%Add
6NUDMNuveen Esg Intl Devel Mrk Eq+0.2%+11.04%Add
7VMBSVanguard Mortgage-backed Sec+0.2%+7.00%Add
8NUEMNuveen Esg Emerging Markets+0.1%+12.02%Add
9SCHGSchwab US Large-cap Growth+0.1%+342.67%Add
10GNWGenworth Financial INC+0.1%+36.69%Add
11XOMExxon Mobil CORP+0.1%-0.28%Trim
12BIVVanguard Intermediate-term B+0.1%+5.87%Add
13NUSCNuveen Esg Small-cap ETF+0.1%+26.15%Add
14VTEBVanguard Tax-exempt Bond ETF0%+13.24%Add
15VBVanguard Small-cap ETF0%+1.93%Add
16CWCurtiss-wright CORP0%—Unchanged
17WMTWalmart INC0%-0.98%Trim
18NINisource INC0%—Unchanged
19CVXChevron CORP0%+105.00%Add
20PWVInvesco Large Cap Value ETF—-2.07%Trim
21TDYTeledyne Technologies INC——Unchanged
22NUBDNuveen Esg US Aggregate Bond0%+2.88%Add
23VOVanguard Mid-cap ETF0%-4.88%Trim
24BLVVanguard Long-term Bond ETF0%+3.18%Add
25WFCWells Fargo & Co0%—Unchanged
26AMZNAmazon.com INC0%-4.35%Trim
27ORIOld Republic Intl CORP0%—Unchanged
28GOOGLAlphabet Inc-cl A0%-0.52%Trim
29MSFTMicrosoft CORP0%—Unchanged
30SCHZSchwab US Aggregate Bond ETF0%-13.33%Trim
31VOTVanguard Mid-cap Growth ETF0%—Unchanged
32VVVanguard Large-cap ETF-0.1%-12.41%Trim
33VOOVanguard S&p 500 ETF-0.1%-0.12%Trim
34VTVVanguard Value ETF-0.1%-0.56%Trim
35VWOVanguard Ftse Emerging Marke-0.1%+1.14%Add
36AAPLApple INC-0.1%-0.37%Trim
37SCHXSchwab US Large-cap ETF-0.1%-5.31%Trim
38VEAVanguard Ftse Developed ETF-0.1%-0.51%Trim
39BNDXVanguard Total Intl Bond ETF-0.4%-1.49%Trim
40VUGVanguard Growth ETF-1.8%+0.99%Add
41VUSBVanguard Ultra Short Bond Et—NEWNew buy
42TFCTruist Financial CORP—EXITSold out
43MCKMckesson CORP—EXITSold out
44AGGIshares Core U.s. Aggregate—NEWNew buy
45LQDIshr Ibx Usd Invgd Cb Etf-ui—EXITSold out
46CHGXStance Sustainable Beta ETF—EXITSold out
47VGTVanguard Info Tech ETF—EXITSold out
48IWBIshares Russell 1000 ETF—NEWNew buy
49DFIVDimensional International Va—EXITSold out
50JNKSs Spdr Bb High Yield Bond—EXITSold out

FAQ

What is Evolution Advisers, Inc. and what type of investor is it?
Evolution Advisers, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $237.3M, spread across 162 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) — $38.3M (16.1%) 2. Vanguard Growth ETF (VUG) — $31.3M (13.2%) 3. Vanguard Value ETF (VTV) — $25.7M (10.8%) 4. Vanguard Total Intl Bond ETF (BNDX) — $21.7M (9.1%) 5. Vanguard Short-term Bond ETF (BSV) — $19.8M (8.4%)
What changes did Evolution Advisers, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Evolution Advisers, Inc. made 43 notable position adjustments: 3 new positions were initiated, 19 existing holdings were added to, 14 positions were partially reduced, and 7 were completely exited. The largest of these moves: New buy: Vanguard Ultra Short Bond Et (VUSB); Sold out: Truist Financial CORP (TFC); Sold out: Mckesson CORP (MCK); New buy: Ishares Core U.s. Aggregate (AGG); Sold out: Ishr Ibx Usd Invgd Cb Etf-ui (LQD)
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: 30.9% • Information Technology: 20.0% • Industrials: 10.6% • Energy: 9.0% • Consumer Staples: 7.8% • Consumer Discretionary: 5.7%

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