Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Evolution Advisers, Inc. (CIK 1906967) reported $237.3M across 160 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($38.3M, 16.15%), VUG ($31.3M, 13.20%), VTV ($25.7M, 10.81%), BNDX ($21.7M, 9.14%), BSV ($19.8M, 8.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $38.3M | 16.15% | 598,049 | Trimmed |
| 2 | VUG | VANGUARD INDEX FDS | $31.3M | 13.20% | 71,719 | Added |
| 3 | VTV | VANGUARD INDEX FDS | $25.7M | 10.81% | 130,751 | Trimmed |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $21.7M | 9.14% | 451,230 | Trimmed |
| 5 | BSV | VANGUARD BD INDEX FDS | $19.8M | 8.36% | 252,921 | Added |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $14.4M | 6.08% | 266,969 | Added |
| 7 | VMBS | VANGUARD SCOTTSDALE FDS | $10.9M | 4.60% | 232,230 | Added |
| 8 | BLV | VANGUARD BD INDEX FDS | $9.1M | 3.83% | 131,992 | Added |
| 9 | VB | VANGUARD INDEX FDS | $8.5M | 3.59% | 32,481 | Added |
| 10 | BIV | VANGUARD BD INDEX FDS | $8.5M | 3.58% | 109,929 | Added |
| 11 | NUDM | NUSHARES ETF TR | $7.5M | 3.17% | 208,516 | Added |
| 12 | IAGG | ISHARES TR | $4.0M | 1.70% | 80,531 | Added |
| 13 | NULG | NUSHARES ETF TR | $3.9M | 1.62% | 42,337 | Added |
| 14 | NULV | NUSHARES ETF TR | $3.4M | 1.45% | 75,616 | Added |
| 15 | NUBD | NUSHARES ETF TR | $2.8M | 1.19% | 127,184 | Added |
| 16 | NUEM | NUSHARES ETF TR | $2.6M | 1.10% | 70,995 | Added |
| 17 | PWV | INVESCO EXCHANGE TRADED FD T | $1.7M | 0.70% | 23,796 | Trimmed |
| 18 | VOO | VANGUARD INDEX FDS | $1.5M | 0.63% | 2,495 | Trimmed |
| 19 | SCHX | SCHWAB STRATEGIC TR | $1.4M | 0.60% | 55,773 | Trimmed |
| 20 | BND | VANGUARD BD INDEX FDS | $1.4M | 0.58% | 18,746 | Added |
| 21 | AAPL | APPLE INC | $1.4M | 0.58% | 5,399 | Trimmed |
| 22 | GNW | GENWORTH FINL INC | $1.4M | 0.57% | 166,551 | Added |
| 23 | VTEB | VANGUARD MUN BD FDS | $976,000 | 0.41% | 19,577 | Added |
| 24 | NUSC | NUSHARES ETF TR | $911,000 | 0.38% | 20,220 | Added |
| 25 | XOM | EXXON MOBIL CORP | $838,000 | 0.35% | 4,941 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31