Evolution Advisers, Inc.
13F holdings for Q2 2026 · RICHMOND, VA · filed July 31, 2026
Evolution Advisers, Inc. reported $287M in 13F securities across 943 holdings for Q2 2026, in a Form 13F filed July 31, 2026. The largest positions were Vanguard Ftse Developed Markets ETF (15.3%), Vanguard Morningstar Growth ETF (13.3%), Vanguard Morningstar Value ETF (10.1%). Reported value rose 14.8% from the quarter before. It opened 786 new positions, added to 85, trimmed 12 and sold out of 4.
- 13F value Q2 2026
- $287M
- Holdings
- 943
- Change vs prior quarter
- +14.8%
- Rank by 13F value
- #5,397
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF | $43.9M | 15.3% | 616,125 | +3.0% | Added |
| Vanguard Morningstar Growth ETF | $38.1M | 13.3% | 442,641 | +517.2% | Added |
| Vanguard Morningstar Value ETF | $29.0M | 10.1% | 132,861 | +1.6% | Added |
| BNDX Vanguard Total International Bond ETF | $26.8M | 9.3% | 553,304 | +22.6% | Added |
| Vanguard BD Index FDS | $21.0M | 7.3% | 269,333 | +6.5% | Added |
| Vanguard Ftse Emerging Markets ETF | $16.8M | 5.8% | 280,908 | +5.2% | Added |
| Vanguard Index FDS | $14.9M | 5.2% | 40,329 | 0% | Unchanged |
| VMBS Vanguard Mortgage-Backed Securities ETF | $11.6M | 4.0% | 247,486 | +6.6% | Added |
| Vanguard BD Index FDS | $10.4M | 3.6% | 150,385 | +13.9% | Added |
| Vanguard Morningstar Small-Cap ETF | $10.3M | 3.6% | 33,903 | +4.4% | Added |
| Vanguard BD Index FDS | $9.1M | 3.2% | 119,149 | +8.4% | Added |
| Nushares ETF TR | $8.3M | 2.9% | 208,235 | -0.1% | Trimmed |
| Nuveen Esg Large-Cap Growth ETF | $5.0M | 1.7% | 42,779 | +1.0% | Added |
| Nushares ETF TR | $3.8M | 1.3% | 75,631 | 0% | Unchanged |
| Schwab Strategic TR | $3.1M | 1.1% | 103,898 | +86.3% | Added |
| Nushares ETF TR | $3.0M | 1.1% | 71,718 | +1.0% | Added |
| Nushares ETF TR | $2.8M | 1.0% | 125,902 | -1.0% | Trimmed |
| Vanguard Index FDS | $2.3M | 0.8% | 3,277 | +31.3% | Added |
| Invesco Exchange Traded FD T | $1.8M | 0.6% | 23,796 | 0% | Unchanged |
| GNW Genworth Financial Inc | $1.6M | 0.6% | 170,221 | +2.2% | Added |
| AAPL Apple Inc. | $1.6M | 0.5% | 5,442 | +0.8% | Added |
| Nushares ETF TR | $1.1M | 0.4% | 20,350 | +0.6% | Added |
| Vanguard Tax-Exempt Bond ETF | $993K | 0.3% | 19,636 | +0.3% | Added |
| Dimensional ETF Trust | $739K | 0.3% | 16,680 | 0% | Unchanged |
| Vanguard Morningstar Mid-Cap Growth ETF | $731K | 0.3% | 2,389 | 0% | Unchanged |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $287M in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- Vanguard Morningstar Growth ETF Added+$32.0M
- BNDX Vanguard Total International Bond ETF Added+$4.9M
- Schwab Strategic TR Added+$1.4M
- Vanguard Ftse Developed Markets ETF Added+$1.3M
- Vanguard BD Index FDS Added+$1.3M
- Vanguard BD Index FDS Added+$1.3M
- Vanguard Ftse Emerging Markets ETF Added+$832K
- VMBS Vanguard Mortgage-Backed Securities ETF Added+$714K
- Vanguard BD Index FDS Added+$707K
- Vanguard Index FDS Added+$537K
Biggest sells in Q2 2026
- iShares TR Trimmed-$3.5M
- Exxon Mobil Corp Sold out-$838K
- BND Vanguard Total Bond Market ETF Trimmed-$648K
- WMT Walmart Inc. Trimmed-$123K
- KNSL Kinsale Capital Group Inc. Sold out-$67K
- TCW ETF Trust Sold out-$66K
- MA Mastercard Incorporated Trimmed-$48K
- iShares Core S&P Mid-Cap ETF Trimmed-$30K
- Honeywell Intl Inc Sold out-$30K
- Nushares ETF TR Trimmed-$28K
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 786 new, 85 added, 12 trimmed, 4 sold out.
Sector mix
- Not listed with us81.7%
- n/a14.3%
- Technology1.2%
- Finance1.0%
- Consumer Discretionary0.6%
- Industrials0.4%
- Utilities0.2%
- Funds and other0.2%
- Health Care0.2%
- Telecommunications0.1%
- Consumer Staples0.0%
- Energy0.0%
13F value by quarter
More holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| BND Vanguard Total Bond Market ETF | $728K | 0.3% | 9,918 | -47.1% | Trimmed |
| VXUS Vanguard Total International Stock ETF | $728K | 0.3% | 8,524 | 0% | Unchanged |
| GOOGL Alphabet Inc. | $648K | 0.2% | 1,813 | +34.1% | Added |
| Vanguard Morningstar Large-Cap Et | $624K | 0.2% | 1,816 | -0.7% | Trimmed |
| iShares TR | $584K | 0.2% | 11,557 | -85.6% | Trimmed |
| Vanguard Ultra-Short Bond ETF | $579K | 0.2% | 11,650 | +363.2% | Added |
| VCSH Vanguard Short-Term Corporate Bond ETF | $563K | 0.2% | 7,134 | +60.2% | Added |
| UNP Union Pacific Corporation | $532K | 0.2% | 1,957 | -4.2% | Trimmed |
| Schwab Strategic TR | $498K | 0.2% | 9,453 | New | New |
| BRK.B Berkshire Hathaway Inc. | $455K | 0.2% | 911 | +0.7% | Added |
| Schwab Strategic TR | $433K | 0.2% | 15,645 | +44.9% | Added |
| Vanguard Morningstar Mid-Cap ETF | $427K | 0.1% | 5,304 | +300.0% | Added |
| AMZN Amazon.com Inc. | $408K | 0.1% | 1,715 | +18.3% | Added |
| Schwab Strategic TR | $392K | 0.1% | 11,589 | 0% | Unchanged |
| Vanguard Total World Stock ETF | $385K | 0.1% | 2,454 | +18.3% | Added |
| WFC Wells Fargo & Company | $358K | 0.1% | 4,342 | +0.2% | Added |
| ORI Old Republic International Corporation | $314K | 0.1% | 7,684 | 0% | Unchanged |
| WMT Walmart Inc. | $301K | 0.1% | 2,658 | -29.0% | Trimmed |
| NI NiSource Inc | $282K | 0.1% | 5,932 | 0% | Unchanged |
| VGIT Vanguard Intermediate-Term Treasury ETF | $280K | 0.1% | 4,761 | New | New |
| D Dominion Energy Inc. | $278K | 0.1% | 4,084 | +107.6% | Added |
| Schwab Strategic TR | $277K | 0.1% | 10,474 | New | New |
| CW Curtiss-Wright Corporation | $265K | 0.1% | 350 | 0% | Unchanged |
| Vanguard High Dividend Yield Index ETF | $247K | 0.1% | 1,569 | 0% | Unchanged |
| Schwab Strategic TR | $219K | 0.1% | 6,306 | New | New |
Showing the 50 largest of 942 share positions. The full filing on SEC EDGAR
Questions about Evolution Advisers, Inc.
- What does Evolution Advisers, Inc. own?
- In its Form 13F for Q2 2026, Evolution Advisers, Inc. reported 943 holdings worth $287M. The five largest were Vanguard Ftse Developed Markets ETF, Vanguard Morningstar Growth ETF, Vanguard Morningstar Value ETF, BNDX, Vanguard BD Index FDS.
- What did Evolution Advisers, Inc. buy and sell in Q2 2026?
- Evolution Advisers, Inc. opened 786 new positions, added to 85, trimmed 12 and sold out of 4 compared with the quarter before.
- When did Evolution Advisers, Inc. file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed July 31, 2026.
From Form 13F filed by Evolution Advisers, Inc. (SEC CIK 0001906967) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds