Evolution Advisers, Inc.
13F Reported Value
ⓘ$237,264
Holdings
162
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Evolution Advisers, Inc. disclosed 162 positions worth $237,264 in its Form 13F-HR for Q1 2026. During the quarter the fund opened 0 new positions and exited 5 and a full exit from $TFC. The portfolio is most concentrated in Other (86.0% of disclosed assets). All figures are sourced directly from Evolution Advisers, Inc.’s Form 13F-HR filing with the SEC under CIK 1906967.
AI Fund Analysis
Diversifying
$META$META
$NUSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
VANGUARD TAX-MANAGED FDS
—Quality
$38.3K598,049 shVANGUARD INDEX FDS
—Quality
$31.3K71,719 shVANGUARD INDEX FDS
—Quality
$25.7K130,751 shVANGUARD CHARLOTTE FDS
—Quality
$21.7K451,230 sh- 80.9
Quality
$19.8K252,921 sh VANGUARD INTL EQUITY INDEX F
—Quality
$14.4K266,969 shVANGUARD SCOTTSDALE FDS
—Quality
$10.9K232,230 shVANGUARD BD INDEX FDS
—Quality
$9.1K131,992 shVANGUARD INDEX FDS
—Quality
$8.5K32,481 shVANGUARD BD INDEX FDS
—Quality
$8.5K109,929 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | — | $38.3K | 598,049 |
| VANGUARD INDEX FDS | — | $31.3K | 71,719 |
| VANGUARD INDEX FDS | — | $25.7K | 130,751 |
| VANGUARD CHARLOTTE FDS | — | $21.7K | 451,230 |
| Meta Platforms, Inc.$META | 80.9 | $19.8K | 252,921 |
| VANGUARD INTL EQUITY INDEX F | — | $14.4K | 266,969 |
| VANGUARD SCOTTSDALE FDS | — | $10.9K | 232,230 |
| VANGUARD BD INDEX FDS | — | $9.1K | 131,992 |
| VANGUARD INDEX FDS | — | $8.5K | 32,481 |
| VANGUARD BD INDEX FDS | — | $8.5K | 109,929 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Evolution Advisers, Inc.'s 162 positions.
Showing top 10 of 162 holdings.
Sector Allocation
Other
$204,009
Technology
$22,571
Financials
$5,855
Industrials
$1,417
Consumer Discretionary
$1,070
Energy
$947
Utilities
$546
Healthcare
$360
Full Holdings — Evolution Advisers, Inc. (Q1 2026)
All 162 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD TAX-MANAGED FDS | $38,321 | 16.1% | -1% | — |
| 2 | — | VANGUARD INDEX FDS | $31,325 | 13.2% | +1% | — |
| 3 | — | VANGUARD INDEX FDS | $25,653 | 10.8% | -1% | — |
| 4 | — | VANGUARD CHARLOTTE FDS | $21,681 | 9.1% | -1% | — |
| 5 | $META | Meta Platforms, Inc. | $19,831 | 8.4% | +9% | 80.9 |
| 6 | — | VANGUARD INTL EQUITY INDEX F | $14,427 | 6.1% | +1% | — |
| 7 | — | VANGUARD SCOTTSDALE FDS | $10,903 | 4.6% | +7% | — |
| 8 | — | VANGUARD BD INDEX FDS | $9,078 | 3.8% | +3% | — |
| 9 | — | VANGUARD INDEX FDS | $8,506 | 3.6% | +2% | — |
| 10 | — | VANGUARD BD INDEX FDS | $8,484 | 3.6% | +6% | — |
| 11 | — | NUSHARES ETF TR | $7,529 | 3.2% | +11% | — |
| 12 | — | ISHARES TR | $4,029 | 1.7% | +121% | — |
| 13 | — | NUSHARES ETF TR | $3,850 | 1.6% | +33% | — |
| 14 | — | NUSHARES ETF TR | $3,440 | 1.4% | +24% | — |
| 15 | — | NUSHARES ETF TR | $2,824 | 1.2% | +3% | — |
| 16 | — | NUSHARES ETF TR | $2,608 | 1.1% | +12% | — |
| 17 |  $IVZ | Invesco Ltd. | $1,658 | 0.7% | -2% | — |
| 18 | — | VANGUARD INDEX FDS | $1,491 | 0.6% | -0% | — |
| 19 | — | SCHWAB STRATEGIC TR | $1,430 | 0.6% | -5% | — |
| 20 | — | VANGUARD BD INDEX FDS | $1,380 | 0.6% | +86% | — |
| 21 |  $AAPL | Apple Inc. | $1,370 | 0.6% | -0% | 76.1 |
| 22 |  $GNW | GENWORTH FINANCIAL INC | $1,352 | 0.6% | +37% | 46.6 |
| 23 | — | VANGUARD MUN BD FDS | $976 | 0.4% | +13% | — |
| 24 | $NU | Nu Holdings Ltd. | $911 | 0.4% | +26% | — |
| 25 |  $XOM | EXXON MOBIL CORP | $838 | 0.3% | -0% | 61.8 |
| 26 | — | VANGUARD STAR FDS | $657 | 0.3% | -4% | — |
| 27 | — | DIMENSIONAL ETF TRUST | $648 | 0.3% | +0% | — |
| 28 | — | VANGUARD INDEX FDS | $614 | 0.3% | +0% | — |
| 29 | — | VANGUARD INDEX FDS | $546 | 0.2% | -12% | — |
| 30 |  $UNP | UNION PACIFIC CORP | $495 | 0.2% | +0% | 74 |
| 31 |  $WMT | Walmart Inc. | $465 | 0.2% | -1% | 63.2 |
| 32 |  $BRK.B | BERKSHIRE HATHAWAY INC | $433 | 0.2% | +0% | 64.5 |
| 33 |  $GOOG | Alphabet Inc. | $388 | 0.2% | -1% | 80.2 |
| 34 | — | VANGUARD INDEX FDS | $380 | 0.2% | -5% | — |
| 35 | — | VANGUARD SCOTTSDALE FDS | $353 | 0.1% | -3% | — |
| 36 |  $WFC | WELLS FARGO & COMPANY/MN | $345 | 0.1% | +0% | — |
| 37 | — | SCHWAB STRATEGIC TR | $337 | 0.1% | +343% | — |
| 38 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $306 | 0.1% | +0% | 70.4 |
| 39 |  $AMZN | AMAZON COM INC | $301 | 0.1% | -4% | 74.6 |
| 40 |  $DOV | DOVER Corp | $286 | 0.1% | +0% | 63.1 |
| 41 |  $NI | NISOURCE INC. | $276 | 0.1% | +0% | 61.7 |
| 42 | — | SCHWAB STRATEGIC TR | $267 | 0.1% | -7% | — |
| 43 |  $CW | CURTISS WRIGHT CORP | $238 | 0.1% | +0% | 70.7 |
| 44 | — | VANGUARD WHITEHALL FDS | $232 | 0.1% | -6% | — |
| 45 | — | VANGUARD INDEX FDS | $195 | 0.1% | +3% | — |
| 46 |  $JPM | JPMORGAN CHASE & CO | $191 | 0.1% | +0% | 35.6 |
| 47 | — | SCHWAB STRATEGIC TR | $177 | 0.1% | -13% | — |
| 48 |  $GOOGL | Alphabet Inc. | $172 | 0.1% | +0% | 80.2 |
| 49 | — | SCHWAB STRATEGIC TR | $161 | 0.1% | -9% | — |
| 50 |  $KMB | KIMBERLY CLARK CORP | $151 | 0.1% | +0% | 61.7 |
| 51 |  $TDY | TELEDYNE TECHNOLOGIES INC | $151 | 0.1% | +0% | 70.2 |
| 52 |  $MKL | MARKEL GROUP INC. | $149 | 0.1% | +1% | 68.2 |
| 53 |  $AVGO | Broadcom Inc. | $139 | 0.1% | +0% | 86.4 |
| 54 | — | SCHWAB STRATEGIC TR | $129 | 0.1% | +0% | — |
| 55 | — | VANGUARD BD INDEX FDS | $125 | 0.1% | -98% | — |
| 56 | — | VANGUARD INTL EQUITY INDEX F | $123 | 0.1% | +0% | — |
| 57 |  $LOW | LOWES COMPANIES INC | $122 | 0.1% | -1% | 63.5 |
| 58 |  $D | DOMINION ENERGY, INC | $121 | 0.1% | +0% | 74.9 |
| 59 |  $MSFT | MICROSOFT CORP | $120 | 0.1% | +0% | 83.7 |
| 60 |  $SPY | SPDR S&P 500 ETF TRUST | $116 | 0.1% | +0% | — |
| 61 |  $V | VISA INC. | $115 | 0.1% | +0% | 83.5 |
| 62 |  $CSCO | CISCO SYSTEMS, INC. | $112 | 0.1% | +0% | 72.3 |
| 63 | — | VANGUARD INDEX FDS | $102 | 0.0% | +0% | — |
| 64 |  $JNJ | JOHNSON & JOHNSON | $98 | 0.0% | +0% | 72.8 |
| 65 |  $SYK | STRYKER CORP | $98 | 0.0% | +0% | 69.8 |
| 66 |  $MA | Mastercard Inc | $98 | 0.0% | +0% | 81.7 |
| 67 |  $HD | HOME DEPOT, INC. | $85 | 0.0% | +0% | 69.2 |
| 68 | — | ISHARES TR | $83 | 0.0% | +28% | — |
| 69 |  $PEP | PEPSICO INC | $81 | 0.0% | +0% | 62.7 |
| 70 |  $LMT | LOCKHEED MARTIN CORP | $79 | 0.0% | +0% | 65 |
| 71 |  $HSY | HERSHEY CO | $79 | 0.0% | +0% | 59.4 |
| 72 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $78 | 0.0% | +0% | 63.7 |
| 73 | — | DIMENSIONAL ETF TRUST | $76 | 0.0% | +0% | — |
| 74 |  $J | JACOBS SOLUTIONS INC. | $76 | 0.0% | +0% | 47.7 |
| 75 | — | VANGUARD SCOTTSDALE FDS | $75 | 0.0% | -0% | — |
| 76 |  $AMGN | AMGEN INC | $70 | 0.0% | +0% | 79.5 |
| 77 |  $ELV | Elevance Health, Inc. | $69 | 0.0% | +0% | 59.4 |
| 78 |  $SEIC | SEI INVESTMENTS CO | $68 | 0.0% | +0% | 77.9 |
| 79 |  $KNSL | Kinsale Capital Group, Inc. | $67 | 0.0% | +0% | 79.6 |
| 80 |  $PSX | Phillips 66 | $67 | 0.0% | +0% | 47.6 |
| 81 | — | TCW ETF TRUST | $66 | 0.0% | +0% | — |
| 82 |  $TROW | PRICE T ROWE GROUP INC | $65 | 0.0% | +0% | 75.8 |
| 83 |  $NTR | Nutrien Ltd. | $65 | 0.0% | +0% | — |
| 84 |  $CEG | Constellation Energy Corp | $64 | 0.0% | +0% | 62.5 |
| 85 | — | ISHARES TR | $62 | 0.0% | +0% | — |
| 86 | — | SCHWAB STRATEGIC TR | $60 | 0.0% | -27% | — |
| 87 | — | ISHARES TR | $59 | 0.0% | -98% | — |
| 88 | — | ISHARES TR | $57 | 0.0% | +5% | — |
| 89 |  $ORCL | ORACLE CORP | $55 | 0.0% | +0% | 67.2 |
| 90 |  $COF | CAPITAL ONE FINANCIAL CORP | $51 | 0.0% | +22% | 71 |
| 91 |  $DAL | DELTA AIR LINES, INC. | $50 | 0.0% | +0% | 64.4 |
| 92 | — | FIRST TR EXCHANGE-TRADED FD | $47 | 0.0% | +0% | — |
| 93 |  $PPL | PPL Corp | $46 | 0.0% | +0% | 70.3 |
| 94 |  $ETN | Eaton Corp plc | $45 | 0.0% | +0% | — |
| 95 |  $CVX | CHEVRON CORP | $42 | 0.0% | +105% | 54.7 |
| 96 | — | ISHARES TR | $38 | 0.0% | +0% | — |
| 97 |  $ACN | Accenture plc | $38 | 0.0% | +0% | — |
| 98 |  $EXC | EXELON CORP | $37 | 0.0% | +0% | 63.9 |
| 99 | — | ISHARES TR | $37 | 0.0% | +0% | — |
| 100 |  $ADP | AUTOMATIC DATA PROCESSING INC | $35 | 0.0% | +0% | 77.9 |
| 101 |  $SBUX | STARBUCKS CORP | $34 | 0.0% | +0% | 54.6 |
| 102 |  $LIN | LINDE PLC | $34 | 0.0% | -13% | — |
| 103 | $IVZ | Invesco Ltd. | $34 | 0.0% | +0% | — |
| 104 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $33 | 0.0% | +0% | — |
| 105 | — | ISHARES TR | $32 | 0.0% | -100% | — |
| 106 |  $FTNT | Fortinet, Inc. | $31 | 0.0% | +0% | 78.1 |
| 107 |  $HON | HONEYWELL INTERNATIONAL INC | $30 | 0.0% | +0% | 65.7 |
| 108 |  $CTAS | CINTAS CORP | $30 | 0.0% | +0% | 76.3 |
| 109 |  $GE | GENERAL ELECTRIC CO | $26 | 0.0% | -1% | 74.8 |
| 110 |  $PAYX | PAYCHEX INC | $25 | 0.0% | +0% | 75.1 |
| 111 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $25 | 0.0% | +0% | 65.3 |
| 112 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $24 | 0.0% | +0% | 66.7 |
| 113 |  $WSM | WILLIAMS SONOMA INC | $24 | 0.0% | +0% | 65 |
| 114 | — | ISHARES TR | $22 | 0.0% | -13% | — |
| 115 | — | ISHARES TR | $22 | 0.0% | -99% | — |
| 116 | — | VANGUARD WORLD FD | $22 | 0.0% | +0% | — |
| 117 | — | ISHARES INC | $20 | 0.0% | +0% | — |
| 118 |  $GEV | GE Vernova Inc. | $20 | 0.0% | +0% | 70.1 |
| 119 |  $UNH | UNITEDHEALTH GROUP INC | $20 | 0.0% | +0% | 66.8 |
| 120 |  $MO | ALTRIA GROUP, INC. | $18 | 0.0% | +0% | 72.1 |
| 121 | — | SCHWAB STRATEGIC TR | $16 | 0.0% | +0% | — |
| 122 | — | VANGUARD INSTL INDEX FD | $16 | 0.0% | +0% | — |
| 123 |  $AMTM | Amentum Holdings, Inc. | $16 | 0.0% | +0% | 55.6 |
| 124 | — | ISHARES TR | $15 | 0.0% | -100% | — |
| 125 |  $RIVN | Rivian Automotive, Inc. / DE | $15 | 0.0% | +0% | 36 |
| 126 | — | ISHARES TR | $15 | 0.0% | +0% | — |
| 127 |  $T | AT&T INC. | $14 | 0.0% | +0% | 71.9 |
| 128 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $12 | 0.0% | -12% | — |
| 129 |  $TSLA | Tesla, Inc. | $10 | 0.0% | +0% | 50.1 |
| 130 | — | LISTED FDS TR | $9 | 0.0% | +0% | — |
| 131 |  $DIS | Walt Disney Co | $9 | 0.0% | +0% | 68.9 |
| 132 |  $DHR | DANAHER CORP /DE/ | $9 | 0.0% | +0% | 63.9 |
| 133 |  $GOLF | Acushnet Holdings Corp. | $9 | 0.0% | +0% | 57.1 |
| 134 |  $CRM | Salesforce, Inc. | $9 | 0.0% | +0% | 75.2 |
| 135 |  $F | FORD MOTOR CO | $8 | 0.0% | +0% | 58.5 |
| 136 |  $UPS | UNITED PARCEL SERVICE INC | $7 | 0.0% | +0% | 58.2 |
| 137 |  $VZ | VERIZON COMMUNICATIONS INC | $7 | 0.0% | +0% | 71.6 |
| 138 |  $BAC | BANK OF AMERICA CORP /DE/ | $6 | 0.0% | +0% | 68.4 |
| 139 |  $EXR | Extra Space Storage Inc. | $6 | 0.0% | +0% | 66.7 |
| 140 | — | ISHARES TR | $6 | 0.0% | -99% | — |
| 141 |  $ARCC | ARES CAPITAL CORP | $5 | 0.0% | +0% | — |
| 142 |  $HCA | HCA Healthcare, Inc. | $5 | 0.0% | +0% | 70.5 |
| 143 |  $SYF | Synchrony Financial | $5 | 0.0% | +0% | — |
| 144 |  $AWK | American Water Works Company, Inc. | $2 | 0.0% | +0% | 61.7 |
| 145 | — | ISHARES TR | $2 | 0.0% | +0% | — |
| 146 | — | GOLDMAN SACHS ETF TR | $2 | 0.0% | +0% | — |
| 147 | $IVZ | Invesco Ltd. | $1 | 0.0% | +0% | — |
| 148 | — | ISHARES TR | $1 | 0.0% | +0% | — |
| 149 | — | CAPITAL GRP FIXED INCM ETF T | $1 | 0.0% | +0% | — |
| 150 | — | VANGUARD INDEX FDS | $1 | 0.0% | -83% | — |
| 151 | — | SPDR SERIES TRUST | $0 | 0.0% | +0% | — |
| 152 | — | FRANKLIN TEMPLETON ETF TR | $0 | 0.0% | +0% | — |
| 153 | — | ISHARES TR | $0 | 0.0% | +0% | — |
| 154 |  $SNPS | SYNOPSYS INC | $0 | 0.0% | +0% | 63.1 |
| 155 |  $COST | COSTCO WHOLESALE CORP /NEW | $0 | 0.0% | NEW | 67 |
| 156 |  $MS | MORGAN STANLEY | $0 | 0.0% | +0% | — |
| 157 | — | ETFIS SER TR I | $0 | 0.0% | +0% | — |
| 158 |  $AMAT | APPLIED MATERIALS INC /DE | $0 | 0.0% | NEW | 74.8 |
| 159 | — | FIDELITY MERRIMACK STR TR | $0 | 0.0% | +0% | — |
| 160 |  $NKE | NIKE, Inc. | $0 | 0.0% | +0% | 53.4 |
| 161 |  $WBD | Warner Bros. Discovery, Inc. | $0 | 0.0% | +0% | 42.1 |
| 162 |  $KO | COCA COLA CO | $0 | 0.0% | +0% | 74 |
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