Evolution Advisers, Inc.

Name: Evolution Advisers, Inc. 13F holdings, Q2 2026
Creator: Evolution Advisers, Inc.
Published: 2026-07-31

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), Evolution Advisers, Inc. reported 942 stock positions worth $272.1 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 16.1% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 14.0%) and Vanguard Mrngstr Val ETF-Aui (VTV, 10.6%). Compared with Q1 2026, it opened 785 new positions, sold out of 4, added to 87 and reduced 12. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +3%) and the biggest sale iShares Intl Aggregate Bond (IAGG, shares −86%).

Most Recent 13F: Q2 2026
Location: RICHMOND, VA
CIK: 0001906967
Portfolio Value: $272.1M (Q2 2026)
SEC Filing: 0001906967-26-000006 ↗ filed Jul 31, 2026

Holdings Value

Holdings 942 stocks · $272.1M


VEA Vanguard Ftse Developed ETF	16.14%	616,125	$43.9M	Add +3.0%
VUG Vanguard Mrngstar GR ETF-Sui	14.01%	442,641	$38.1M	Add +2.9%
VTV Vanguard Mrngstr Val ETF-Aui	10.64%	132,861	$29.0M	Add +1.6%
BNDX Vanguard Total Intl Bond ETF	9.85%	553,304	$26.8M	Add +22.6%
BSV Vanguard Short-Term Bond ETF	7.71%	269,333	$21.0M	Add +6.5%
VWO Vanguard Ftse Emerging Marke	6.16%	280,908	$16.8M	Add +5.2%
VMBS Vanguard Mortgage-Backed Sec	4.26%	247,486	$11.6M	Add +6.6%
BLV Vanguard Long-Term Bond ETF	3.81%	150,385	$10.4M	Add +13.9%
VB Vanguard Most SM-Cap ETF-Usd	3.78%	33,903	$10.3M	Add +4.4%
BIV Vanguard Intermediate-Term B	3.36%	119,149	$9.1M	Add +8.4%
NUDM Nuveen ESG Intl Devel MRK Eq	3.06%	208,235	$8.3M	Reduce -0.1%
NULG Nuveen ESG LRG-Cap GRW ETF	1.84%	42,779	$5.0M	Add +1.0%
NULV Nuveen ESG Large-Cap Val ETF	1.39%	75,631	$3.8M	Add +0.0%
SCHX Schwab US Large-Cap ETF	1.12%	103,898	$3.1M	Add +86.3%
NUEM Nuveen ESG Emerging Markets	1.12%	71,718	$3.0M	Add +1.0%
NUBD Nuveen ESG US Aggregate Bond	1.02%	125,902	$2.8M	Reduce -1.0%
VOO Vanguard S&P 500 ETF	0.83%	3,277	$2.3M	Add +31.3%
PWV Invesco Large Cap Value ETF	0.66%	23,796	$1.8M	No change
GNW Genworth Financial Inc.	0.60%	170,221	$1.6M	Add +2.2%
AAPL Apple Inc.	0.58%	5,442	$1.6M	Add +0.8%
NUSC Nuveen ESG Small-Cap ETF	0.39%	20,350	$1.1M	Add +0.6%
VTEB Vanguard Tax-Exempt Bond ETF	0.36%	19,636	$993K	Add +0.3%
DFAC Dimensional US Core Equity 2	0.27%	16,680	$739K	No change
VOT Vngrd Mrngstr MC GRW ETF-Usd	0.27%	2,389	$731K	No change
VXUS Vanguard Total Intl Stock	0.27%	8,524	$728K	No change
BND Vanguard Total Bond Market	0.27%	9,918	$728K	Reduce -47.1%
GOOGL Alphabet Inc. Class A	0.24%	1,813	$648K	Add +34.1%
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.23%	1,816	$624K	Reduce -0.7%
IAGG iShares Intl Aggregate Bond	0.21%	11,557	$584K	Reduce -85.7%
VUSB Vanguard Ultra Short Bond Et	0.21%	11,650	$579K	Add +363.2%
VCSH Vanguard S/T Corp. Bond ETF	0.21%	7,134	$563K	Add +60.2%
UNP Union Pacific Corp.	0.20%	1,957	$532K	Reduce -4.2%
FNDF Schwab Fndmn Intl LRG Co. ETF	0.18%	9,453	$498K	New
BRK.B Berkshire Hathaway Inc. Class B	0.17%	911	$455K	Add +0.7%
SCHF Schwab Intl Equity ETF	0.16%	15,645	$433K	Add +44.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.16%	5,304	$427K	No change
AMZN Amazon.com Inc.	0.15%	1,715	$408K	Add +18.3%
SCHG Schwab US Large-Cap Growth	0.14%	11,589	$392K	No change
VT Vanguard Tot World STK ETF	0.14%	2,454	$385K	Add +18.3%
WFC Wells Fargo & Co.	0.13%	4,342	$358K	Add +0.2%
ORI Old Republic Intl Corp.	0.12%	7,684	$314K	Add +0.0%
WMT Walmart Inc.	0.11%	2,658	$301K	Reduce -29.0%
NI Nisource Inc.	0.10%	5,932	$282K	No change
VGIT Vanguard Intermediate-Term T	0.10%	4,761	$280K	New
D Dominion Energy Inc.	0.10%	4,084	$278K	Add +107.6%
SCHP Schwab U.S. Tips ETF	0.10%	10,474	$277K	New
CW Curtiss-Wright Corp.	0.10%	350	$265K	No change
VYM Vanguard High DVD Yield ETF	0.09%	1,569	$247K	No change
SCHV Schwab US Large-Cap Value	0.08%	6,306	$219K	New
VTI VG Morningstar TS MKT ETF-US	0.08%	40,329	$218K	No change
GOOG Alphabet Inc. Class C	0.08%	613	$216K	Add +2.2%
JPM JPMorgan Chase & Co.	0.08%	660	$216K	Add +1.4%
DSI iShares ESG MSCI KLD 400 ETF	0.07%	1,314	$187K	New
SCHE Schwab Emrg Mrkts Eqty ETF	0.07%	4,908	$177K	No change
SCHZ Schwab US Aggregate Bond ETF	0.06%	7,636	$176K	No change
AVGO Broadcom Inc.	0.06%	463	$174K	Add +2.9%
KMB Kimberly-Clark Corp.	0.06%	1,569	$174K	Add +0.1%
CSCO Cisco Systems Inc.	0.06%	1,457	$171K	Add +0.6%
TDY Teledyne Technologies Inc.	0.06%	250	$166K	No change
VBIL Vanguard 0-3M T-Bill ETF	0.06%	2,113	$159K	Add +860.5%
MKL Markel Group Inc.	0.06%	79	$154K	Add +1.3%
SCHM Schwab US Mid Cap ETF	0.06%	4,191	$154K	No change
SCHC Schwab Intl Small-Cap Equity	0.06%	3,153	$151K	New
VBR Vngrd Mrngst SL-CP Val ETF-U	0.05%	610	$148K	New
VWOB Vanguard Emerg MKTS Gov BND	0.05%	2,053	$138K	Add +13586.7%
VEU Vanguard Ftse All-World Ex-U	0.05%	1,649	$138K	No change
SPY SS SPDR S&P 500 ETF Trust-US	0.05%	179	$133K	No change
V Visa Inc. Class A	0.05%	388	$133K	Add +1.8%
SUSA iShares ESG Optimized MSCI U	0.05%	842	$129K	New
JNJ Johnson & Johnson	0.05%	509	$129K	Add +26.3%
MSFT Microsoft Corp.	0.05%	348	$129K	Add +6.8%
VXF Vanguard Extended Market ETF	0.04%	498	$122K	No change
LOW Lowe's Cos Inc.	0.04%	520	$114K	Add +0.4%
SCHA Schwab US Small-Cap ETF	0.04%	3,165	$114K	Add +51.0%
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO	0.04%	2,129	$113K	New
VCIT Vanguard Int-Term Corporate	0.04%	1,370	$113K	New
ELV Elevance Health Inc.	0.04%	281	$108K	Add +19.1%
SHYG iShares 0-5 YR HY Corp. Bond	0.04%	2,376	$100K	New
IVV iShares Core S&P 500 ETF	0.03%	128	$95K	No change
SYK Stryker Corp.	0.03%	301	$94K	Add +0.3%
HD Home Depot Inc.	0.03%	264	$93K	Add +1.5%
AGG iShares Core U.S. Aggregate	0.03%	900	$89K	Add +50.0%
DFAU Dimensional US Core Equity M	0.03%	1,699	$87K	No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC	0.03%	728	$82K	No change
MBB iShares MBS ETF	0.03%	849	$80K	New
TMO Thermo Fisher Scientific Inc.	0.03%	161	$80K	Add +0.6%
BNDW Vanguard Total World Bond Et	0.03%	1,132	$77K	Add +2.9%
SEIC Sei Investments Company	0.03%	873	$76K	No change
J Jacobs Solutions Inc.	0.03%	600	$75K	No change
AMGN Amgen Inc.	0.03%	202	$73K	Add +1.0%
DAL Delta Air Lines Inc.	0.03%	759	$71K	No change
PPA Invesco Aerospace & Defense	0.03%	406	$71K	Add +97.1%
PEP Pepsico Inc.	0.03%	528	$71K	Add +0.4%
IJR iShares Core S&P Small-Cap E	0.03%	474	$70K	Add +2.2%
HSY The Hershey Co.	0.02%	381	$66K	No change
ESGD iShares Trust iShares ESG Aw	0.02%	650	$66K	No change
FTNT Fortinet Inc.	0.02%	393	$60K	Add +0.8%
PSX Phillips 66	0.02%	355	$60K	Reduce -4.8%
CEG Constellation Energy	0.02%	233	$58K	Add +0.4%
COF Capital One Financial Corp.	0.02%	286	$57K	Add +1.4%

Show all 942 holdings

Portfolio Sells Q1 2026 → Q2 2026


IAGG iShares Intl Aggregate Bond	Reduce -85.7%	0.21%	−1.48
XOM Exxon Mobil Corp.	Sold out	0.00%	−0.35
BND Vanguard Total Bond Market	Reduce -47.1%	0.27%	−0.31
NUBD Nuveen ESG US Aggregate Bond	Reduce -1.0%	1.02%	−0.17
NUDM Nuveen ESG Intl Devel MRK Eq	Reduce -0.1%	3.06%	−0.11
WMT Walmart Inc.	Reduce -29.0%	0.11%	−0.09
KNSL Kinsale Capital Group Inc.	Sold out	0.00%	−0.03
HYBX TCW High Yield Bond ETF	Sold out	0.00%	−0.03
MA Mastercard Inc. Class A	Reduce -48.2%	0.02%	−0.02
LMT Lockheed Martin Corp.	Reduce -34.1%	0.02%	−0.02
IJH iShares Core S&P Midcap ETF	Reduce -93.8%	0.00%	−0.02
UNP Union Pacific Corp.	Reduce -4.2%	0.20%	−0.01
HON Honeywell International Inc.	Sold out	0.00%	−0.01
PSX Phillips 66	Reduce -4.8%	0.02%	−0.01
CRM Salesforce Inc.	Reduce -94.0%	0.00%	−0.00
VV Vngrd Mrgstr LRG-Cap ETF-Usd	Reduce -0.7%	0.23%	−0.00

Portfolio Buys Q1 2026 → Q2 2026


VUG Vanguard Mrngstar GR ETF-Sui	Add +2.9%	14.01%	+0.81
BNDX Vanguard Total Intl Bond ETF	Add +22.6%	9.85%	+0.71
SCHX Schwab US Large-Cap ETF	Add +86.3%	1.12%	+0.52
NULG Nuveen ESG LRG-Cap GRW ETF	Add +1.0%	1.84%	+0.22
VOO Vanguard S&P 500 ETF	Add +31.3%	0.83%	+0.20
VB Vanguard Most SM-Cap ETF-Usd	Add +4.4%	3.78%	+0.19
FNDF Schwab Fndmn Intl LRG Co. ETF	New	0.18%	+0.18
VUSB Vanguard Ultra Short Bond Et	Add +363.2%	0.21%	+0.16
VGIT Vanguard Intermediate-Term T	New	0.10%	+0.10
SCHP Schwab U.S. Tips ETF	New	0.10%	+0.10
VWO Vanguard Ftse Emerging Marke	Add +5.2%	6.16%	+0.08
SCHV Schwab US Large-Cap Value	New	0.08%	+0.08
GOOGL Alphabet Inc. Class A	Add +34.1%	0.24%	+0.07
DSI iShares ESG MSCI KLD 400 ETF	New	0.07%	+0.07
VCSH Vanguard S/T Corp. Bond ETF	Add +60.2%	0.21%	+0.06
SCHC Schwab Intl Small-Cap Equity	New	0.06%	+0.06
VBR Vngrd Mrngst SL-CP Val ETF-U	New	0.05%	+0.05
VBIL Vanguard 0-3M T-Bill ETF	Add +860.5%	0.06%	+0.05
D Dominion Energy Inc.	Add +107.6%	0.10%	+0.05
VWOB Vanguard Emerg MKTS Gov BND	Add +13586.7%	0.05%	+0.05
SUSA iShares ESG Optimized MSCI U	New	0.05%	+0.05
SCHF Schwab Intl Equity ETF	Add +44.9%	0.16%	+0.05
AKRE Akre Focus ETF	New	0.04%	+0.04
VCIT Vanguard Int-Term Corporate	New	0.04%	+0.04
SHYG iShares 0-5 YR HY Corp. Bond	New	0.04%	+0.04
MBB iShares MBS ETF	New	0.03%	+0.03
GNW Genworth Financial Inc.	Add +2.2%	0.60%	+0.03
AMZN Amazon.com Inc.	Add +18.3%	0.15%	+0.02
VT Vanguard Tot World STK ETF	Add +18.3%	0.14%	+0.02
NUEM Nuveen ESG Emerging Markets	Add +1.0%	1.12%	+0.02
SCHA Schwab US Small-Cap ETF	Add +51.0%	0.04%	+0.02
CSCO Cisco Systems Inc.	Add +0.6%	0.06%	+0.02
UL Unilever PLC-Sponsored ADR	New	0.01%	+0.01
PPA Invesco Aerospace & Defense	Add +97.1%	0.03%	+0.01
TTE Totalenergies SE	New	0.01%	+0.01
BAC Bank of America Corp.	Add +428.8%	0.01%	+0.01
ELV Elevance Health Inc.	Add +19.1%	0.04%	+0.01
NOC Northrop Grumman Corp.	New	0.01%	+0.01
FTNT Fortinet Inc.	Add +0.8%	0.02%	+0.01
AGG iShares Core U.S. Aggregate	Add +50.0%	0.03%	+0.01
MO Altria Group Inc.	Add +111.0%	0.02%	+0.01
DFAT Dimensional US Target Value	New	0.01%	+0.01
GOOG Alphabet Inc. Class C	Add +2.2%	0.08%	+0.01
IWB iShares Russell 1000 ETF	Add +50.0%	0.02%	+0.01
PG The Procter & Gamble Co.	New	0.01%	+0.01
JNJ Johnson & Johnson	Add +26.3%	0.05%	+0.01
NUSC Nuveen ESG Small-Cap ETF	Add +0.6%	0.39%	+0.01
AVGO Broadcom Inc.	Add +2.9%	0.06%	+0.01
NVDA Nvidia Corp.	New	0.01%	+0.01
IWR iShares Russell Mid-Cap ETF	Add +50.2%	0.01%	+0.00

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	942	$272.1M	VEA, VUG, VTV, BNDX, BSV
Q1 2026	160	$237.3M	VEA, VUG, VTV, BNDX, BSV
Q4 2025	168	$230.9M	VEA, VUG, VTV, BNDX, BSV
Q3 2025	160	$222.4M	VEA, VUG, VTV, BNDX, BSV
Q2 2025	155	$204.0M	VEA, VUG, VTV, BNDX, BSV
Q1 2025	160	$190.0M	VEA, VUG, VTV, BNDX, BSV
Q4 2024	183	$183.0M	VUG, VEA, VTV, BNDX, BSV
Q3 2024	196	$183.7M	VEA, VUG, VTV, BNDX, BSV
Q2 2024	186	$174.0M	VUG, VEA, BNDX, VTV, BSV
Q1 2024	184	$169.4M	VEA, VUG, VTV, BNDX, BSV