Institutional Manager · CIK 0001906967
Evolution Advisers, Inc.
RICHMOND, VA · File #028-21683
Latest AUM
$230,944
Positions
170
Top-10 Concentration
82.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025170 pos · $230,944
- 13F HOLDINGS REPORTQ/E Dec 2025161 pos · $222,390
- 13F HOLDINGS REPORTQ/E Jun 2025156 pos · $203,964
- 13F HOLDINGS REPORTQ/E Mar 2025161 pos · $190,001
- 13F HOLDINGS REPORTQ/E Dec 2024184 pos · $183,013
- 13F HOLDINGS REPORTQ/E Sep 2024196 pos · $183,670
- 13F HOLDINGS REPORTQ/E Jun 2024185 pos · $169,388
- 13F HOLDINGS REPORTQ/E Mar 2024185 pos · $169,388
- 13F HOLDINGS REPORTQ/E Dec 2023142 pos · $138,161
- 13F HOLDINGS REPORTQ/E Sep 2023167 pos · $141,738
- 13F HOLDINGS REPORTQ/E Jun 2023159 pos · $139,149
- 13F HOLDINGS REPORTQ/E Mar 2023151 pos · $128,470
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 921943858 | 601,143 | $37,553 | 16.61% |
| 2 | VANGUARD INDEX FDS | 922908736 | 71,017 | $34,646 | 15.33% |
| 3 | VANGUARD INDEX FDS | 922908744 | 131,486 | $25,112 | 11.11% |
| 4 | VANGUARD CHARLOTTE FDS | 92203J407 | 458,070 | $22,133 | 9.79% |
| 5 | VANGUARD BD INDEX FDS | 921937827 | 233,077 | $18,368 | 8.13% |
| 6 | VANGUARD INTL EQUITY INDEX F | 922042858 | 263,963 | $14,190 | 6.28% |
| 7 | VANGUARD SCOTTSDALE FDS | 92206C771 | 217,033 | $10,217 | 4.52% |
| 8 | VANGUARD BD INDEX FDS | 921937793 | 127,930 | $8,893 | 3.93% |
| 9 | VANGUARD INDEX FDS | 922908751 | 31,866 | $8,219 | 3.64% |
| 10 | VANGUARD BD INDEX FDS | 921937819 | 103,833 | $8,086 | 3.58% |
| 11 | NUSHARES ETF TR | NU | 187,792 | $6,799 | 3.01% |
| 12 | NUSHARES ETF TR | NU | 31,757 | $3,105 | 1.37% |
| 13 | NUSHARES ETF TR | NU | 123,622 | $2,763 | 1.22% |
| 14 | NUSHARES ETF TR | NU | 61,179 | $2,756 | 1.22% |
| 15 | NUSHARES ETF TR | NU | 63,377 | $2,254 | 1.00% |
| 16 | ISHARES TR | 46435G672 | 36,482 | $1,824 | 0.81% |
| 17 | INVESCO EXCHANGE TRADED FD T | IVZ | 24,300 | $1,616 | 0.71% |
| 18 | SCHWAB STRATEGIC TR | 808524201 | 58,899 | $1,584 | 0.70% |
| 19 | VANGUARD INDEX FDS | 922908363 | 2,498 | $1,566 | 0.69% |
| 20 | APPLE INC | AAPL | 5,419 | $1,473 | 0.65% |