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Evolution Advisers, Inc. 13F holdings

Filed 2026-07-31 · Evolution Advisers, Inc. · 943 positions · $272.1M

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TickerCompanySharesValue% of portfolio
VEAVANGUARD TAX-MANAGED FDS616.1K$43.9M16.1%
VUGVANGUARD INDEX FDS442.6K$38.1M14.0%
VTVVANGUARD INDEX FDS132.9K$29.0M10.6%
BNDXVANGUARD CHARLOTTE FDS553.3K$26.8M9.8%
BSVVANGUARD BD INDEX FDS269.3K$21.0M7.7%
VWOVANGUARD INTL EQUITY INDEX F280.9K$16.8M6.2%
VMBSVANGUARD SCOTTSDALE FDS247.5K$11.6M4.3%
BLVVANGUARD BD INDEX FDS150.4K$10.4M3.8%
VBVANGUARD INDEX FDS33.9K$10.3M3.8%
BIVVANGUARD BD INDEX FDS119.1K$9.1M3.4%
NUDMNUSHARES ETF TR208.2K$8.3M3.1%
NULGNUSHARES ETF TR42.8K$5.0M1.8%
NULVNUSHARES ETF TR75.6K$3.8M1.4%
SCHXSCHWAB STRATEGIC TR103.9K$3.1M1.1%
NUEMNUSHARES ETF TR71.7K$3.0M1.1%
NUBDNUSHARES ETF TR125.9K$2.8M1.0%
VOOVANGUARD INDEX FDS3.3K$2.2M0.8%
PWVINVESCO EXCHANGE TRADED FD T23.8K$1.8M0.7%
GNWGENWORTH FINL INC170.2K$1.6M0.6%
AAPLAPPLE INC5.4K$1.6M0.6%
NUSCNUSHARES ETF TR20.4K$1.1M0.4%
VTEBVANGUARD MUN BD FDS19.6K$993,0000.4%
DFACDIMENSIONAL ETF TRUST16.7K$739,0000.3%
VOTVANGUARD INDEX FDS2.4K$731,0000.3%
BNDVANGUARD BD INDEX FDS9.9K$728,0000.3%
VXUSVANGUARD STAR FDS8.5K$728,0000.3%
GOOGLALPHABET INC1.8K$648,0000.2%
VVVANGUARD INDEX FDS1.8K$624,0000.2%
IAGGISHARES TR11.6K$584,0000.2%
VUSBVANGUARD BD INDEX FDS11.7K$579,0000.2%
VCSHVANGUARD SCOTTSDALE FDS7.1K$563,0000.2%
UNPUNION PAC CORP2.0K$532,0000.2%
FNDFSCHWAB STRATEGIC TR9.5K$498,0000.2%
BRK-BBERKSHIRE HATHAWAY INC DEL911$455,0000.2%
SCHFSCHWAB STRATEGIC TR15.6K$433,0000.2%
VOVANGUARD INDEX FDS5.3K$427,0000.2%
AMZNAMAZON COM INC1.7K$408,0000.1%
SCHGSCHWAB STRATEGIC TR11.6K$392,0000.1%
VTVANGUARD INTL EQUITY INDEX F2.5K$385,0000.1%
WFCWELLS FARGO CO NEW4.3K$358,0000.1%
ORIOLD REP INTL CORP7.7K$314,0000.1%
WMTWALMART INC2.7K$301,0000.1%
NINISOURCE INC5.9K$282,0000.1%
VGITVANGUARD SCOTTSDALE FDS4.8K$280,0000.1%
DDOMINION ENERGY INC4.1K$278,0000.1%
SCHPSCHWAB STRATEGIC TR10.5K$277,0000.1%
CWCURTISS WRIGHT CORP350$265,0000.1%
VYMVANGUARD WHITEHALL FDS1.6K$247,0000.1%
SCHVSCHWAB STRATEGIC TR6.3K$219,0000.1%
VTIVANGUARD INDEX FDS40.3K$218,0000.1%
GOOGALPHABET INC613$216,0000.1%
JPMJPMORGAN CHASE & CO.660$216,0000.1%
DSIISHARES TR1.3K$187,0000.1%
SCHESCHWAB STRATEGIC TR4.9K$177,0000.1%
SCHZSCHWAB STRATEGIC TR7.6K$176,0000.1%
AVGOBROADCOM INC463$174,0000.1%
KMBKIMBERLY-CLARK CORP1.6K$174,0000.1%
CSCOCISCO SYS INC1.5K$171,0000.1%
TDYTELEDYNE TECHNOLOGIES INC250$166,0000.1%
VBILVANGUARD INSTL INDEX FD2.1K$159,0000.1%
Top Fund Holdings
13F
Top Fund Holdings

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