Evolution Advisers, Inc.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 93.1%; sector active share 86.5% against the combined 13F book's sector weights.
Over time 19 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
943 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 95.8% | $259,303,528 |
| Financial Services | 1.3% | $3,589,236 |
| Technology | 0.9% | $2,509,742 |
| Industrials | 0.5% | $1,220,168 |
| Communication Services | 0.3% | $897,259 |
| Consumer Cyclical | 0.3% | $770,864 |
| Consumer Defensive | 0.3% | $748,196 |
| Utilities | 0.3% | $704,130 |
| Healthcare | 0.2% | $555,965 |
| Energy | 0.1% | $155,060 |
| Basic Materials | 0.0% | $102,627 |
| Real Estate | 0.0% | $21,151 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH INDEX FUND | +370,922 | 442,641 | $38,129,095 | |
| BNDX | Vanguard Total International Bond ETF | +102,074 | 553,304 | $26,796,512 | |
| SCHX | Schwab U.S. Large-Cap ETF | +48,125 | 103,898 | $3,057,718 | |
| BLV | VANGUARD LONG-TERM BOND INDEX FUND | +18,393 | 150,385 | $10,366,038 | |
| VEA | Vanguard FTSE Developed Markets ETF | +18,076 | 616,125 | $43,898,906 | |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | +16,412 | 269,333 | $20,983,734 | |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | +15,256 | 247,486 | $11,584,819 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | +13,939 | 280,908 | $16,767,398 | |
| BIV | Vanguard Bond Index Funds | +9,220 | 119,149 | $9,138,728 | |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | +9,135 | 11,650 | $579,937 | |
| SCHF | Schwab International Equity ETF | +4,851 | 15,645 | $433,366 | |
| VO | VANGUARD MID-CAP INDEX FUND | +3,978 | 5,304 | $427,343 | |
| GNW | Genworth Financial Inc | +3,670 | 170,221 | $1,611,992 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | +2,680 | 7,134 | $563,800 | |
| D | Dominion Energy, Inc | +2,117 | 4,084 | $278,896 | |
| VTV | VANGUARD VALUE INDEX FUND | +2,110 | 132,861 | $28,954,397 | |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND | +2,038 | 2,053 | $138,043 | |
| VBIL | Vanguard Institutional Index Funds | +1,893 | 2,113 | $159,911 | |
| VB | Vanguard Index Funds | +1,422 | 33,903 | $10,276,677 | |
| SCHA | Schwab U.S. Small-Cap ETF | +1,069 | 3,165 | $114,351 | |
| VOO | VANGUARD 500 INDEX FUND | +782 | 3,277 | $2,250,676 | |
| NUEM | Nuveen ESG Emerging Markets Equity ETF | +723 | 71,718 | $3,043,425 | |
| BAC | Bank Of America Corp | +536 | 661 | $37,663 | |
| GOOGL | Alphabet Inc. | +461 | 1,813 | $647,911 | |
| NULG | Nuveen ESG Large-Cap Growth ETF | +442 | 42,779 | $5,007,709 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAGG | iShares Core International Aggregate Bond ETF | −68,974 | 11,557 | $0 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | −8,828 | 9,918 | $728,080 | |
| NUBD | Nuveen ESG U.S. Aggregate Bond ETF | −1,282 | 125,902 | $2,786,840 | |
| WMT | Walmart Inc. | −1,084 | 2,658 | $301,045 | |
| IJH | iShares Core S&P Mid-Cap ETF | −530 | 35 | $0 | |
| NUDM | Nuveen ESG International Developed Markets Equity ETF | −281 | 208,235 | $8,333,564 | |
| MA | Mastercard Inc | −95 | 102 | $52,387 | |
| UNP | Union Pacific Corp | −85 | 1,957 | $532,304 | |
| CRM | Salesforce, Inc. | −47 | 3 | $469 | |
| LMT | Lockheed Martin Corp | −45 | 87 | $44,323 | |
| PSX | Phillips 66 | −18 | 355 | $60,012 | |
| VV | VANGUARD LARGE-CAP INDEX FUND | −12 | 1,816 | $624,540 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FNDF | Schwab Fundamental International Equity ETF | 9,453 | $498,740 | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | 4,761 | $280,803 | |
| SCHP | Schwab U.S. TIPS ETF | 10,474 | $277,561 | |
| SCHV | Schwab U.S. Large-Cap Value ETF | 6,306 | $219,511 | |
| SCHC | Schwab International Small-Cap Equity ETF | 3,153 | $151,722 | |
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | 610 | $148,223 | |
| — | 842 | $129,920 | ||
| AKRE | Professionally Managed Portfolios | 2,129 | $113,241 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | 1,370 | $113,230 | |
| UL | Unilever PLC | 622 | $37,394 | |
| TTE | TotalEnergies SE | 424 | $32,970 | |
| NOC | Northrop Grumman Corp | 51 | $25,974 | |
| DFAT | Dimensional U.S. Targeted Value ETF | 288 | $20,131 | |
| PG | PROCTER & GAMBLE Co | 123 | $18,036 | |
| NVDA | Nvidia Corp | 70 | $14,006 | |
| DFAE | Dimensional Emerging Core Equity Market ETF | 160 | $6,433 | |
| LRCX | Lam Research Corp | 7 | $3,033 | |
| KLAC | Kla Corp | 10 | $3,017 | |
| PBI | Pitney Bowes Inc | 61 | $1,068 | |
| ESE | Esco Technologies Inc | 3 | $1,050 | |
| APP | AppLovin Corp | 2 | $1,030 | |
| BBT | Beacon Financial Corp | 33 | $1,004 | |
| UCTT | Ultra Clean Holdings, Inc. | 7 | $998 | |
| ALKS | Alkermes plc. | 19 | $995 | |
| LNC | Lincoln National Corp | 28 | $989 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 616,125 | $43,898,906 | 16.22% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 442,641 | $38,129,095 | 14.09% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 132,861 | $28,954,397 | 10.70% | |
| BNDX |
Vanguard Total International Bond ETF
|
Added | 553,304 | $26,796,512 | 9.90% | |
| BSV |
VANGUARD SHORT-TERM BOND INDEX FUND
|
Added | 269,333 | $20,983,734 | 7.76% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Added | 280,908 | $16,767,398 | 6.20% | |
| VMBS |
VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND
|
Added | 247,486 | $11,584,819 | 4.28% | |
| BLV |
VANGUARD LONG-TERM BOND INDEX FUND
|
Added | 150,385 | $10,366,038 | 3.83% | |
| VB |
Vanguard Index Funds
|
Added | 33,903 | $10,276,677 | 3.80% | |
| BIV |
Vanguard Bond Index Funds
|
Added | 119,149 | $9,138,728 | 3.38% | |
| NUDM |
Nuveen ESG International Developed Markets Equity ETF
|
Reduced | 208,235 | $8,333,564 | 3.08% | |
| NULG |
Nuveen ESG Large-Cap Growth ETF
|
Added | 42,779 | $5,007,709 | 1.85% | |
| NULV |
Nuveen ESG Large-Cap Value ETF
|
Added | 75,631 | $3,780,793 | 1.40% | |
| SCHX |
Schwab U.S. Large-Cap ETF
|
Added | 103,898 | $3,057,718 | 1.13% | |
| NUEM |
Nuveen ESG Emerging Markets Equity ETF
|
Added | 71,718 | $3,043,425 | 1.12% | |
| NUBD |
Nuveen ESG U.S. Aggregate Bond ETF
|
Reduced | 125,902 | $2,786,840 | 1.03% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 3,277 | $2,250,676 | 0.83% | |
| PWV |
Invesco Large Cap Value ETF
|
Held | 23,796 | $1,803,022 | 0.67% | |
| GNW |
Genworth Financial Inc
Financial Services
|
Added | 170,221 | $1,611,992 | 0.60% | |
| AAPL |
Apple Inc.
Technology
|
Added | 5,442 | $1,574,697 | 0.58% | |
| NUSC |
Nuveen ESG Small-Cap ETF
|
Added | 20,350 | $1,060,642 | 0.39% | |
| VTEB |
VANGUARD TAX-EXEMPT BOND INDEX FUND
|
Added | 19,636 | $993,188 | 0.37% | |
| DFAC |
Dimensional U.S. Core Equity 2 ETF
|
Held | 16,680 | $739,924 | 0.27% | |
| VOT |
VANGUARD MID-CAP GROWTH INDEX FUND
|
Held | 2,389 | $731,750 | 0.27% | |
| VXUS |
Vanguard Total International Stock ETF
|
Held | 8,524 | $728,716 | 0.27% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
Reduced | 9,918 | $728,080 | 0.27% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,813 | $647,911 | 0.24% | |
| VV |
VANGUARD LARGE-CAP INDEX FUND
|
Reduced | 1,816 | $624,540 | 0.23% | |
| VUSB |
VANGUARD ULTRA-SHORT BOND ETF
|
Added | 11,650 | $579,937 | 0.21% | |
| VCSH |
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
|
Added | 7,134 | $563,800 | 0.21% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 1,957 | $532,304 | 0.20% | |
| FNDF |
Schwab Fundamental International Equity ETF
|
NEW | 9,453 | $498,740 | 0.18% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 911 | $455,855 | 0.17% | |
| SCHF |
Schwab International Equity ETF
|
Added | 15,645 | $433,366 | 0.16% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 5,304 | $427,343 | 0.16% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,715 | $408,753 | 0.15% | |
| SCHG |
Schwab U.S. Large-Cap Growth ETF
|
Held | 11,589 | $392,171 | 0.14% | |
| VT |
VANGUARD TOTAL WORLD STOCK INDEX FUND
|
Added | 2,454 | $385,155 | 0.14% | |
| WFC |
Wells Fargo & Company
Financial Services
|
Added | 4,342 | $358,822 | 0.13% | |
| ORI |
Old Republic International Corp
Financial Services
|
Added | 7,684 | $314,429 | 0.12% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 2,658 | $301,045 | 0.11% | |
| NI |
Nisource Inc.
Utilities
|
Held | 5,932 | $282,066 | 0.10% | |
| VGIT |
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
|
NEW | 4,761 | $280,803 | 0.10% | |
| D |
Dominion Energy, Inc
Utilities
|
Added | 4,084 | $278,896 | 0.10% | |
| SCHP |
Schwab U.S. TIPS ETF
|
NEW | 10,474 | $277,561 | 0.10% | |
| CW |
Curtiss Wright Corp
Industrials
|
Held | 350 | $265,216 | 0.10% | |
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
Held | 1,569 | $247,949 | 0.09% | |
| SCHV |
Schwab U.S. Large-Cap Value ETF
|
NEW | 6,306 | $219,511 | 0.08% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 613 | $216,591 | 0.08% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 660 | $216,037 | 0.08% |
Showing the top 50 of 943 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.