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 $272.1M across 942 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VEA ($43.9M, 16.14%), VUG ($38.1M, 14.01%), VTV ($29.0M, 10.64%), BNDX ($26.8M, 9.85%), BSV ($21.0M, 7.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $43.9M | 16.14% | 616,125 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $38.1M | 14.01% | 442,641 | Added |
| 3 | VTV | VANGUARD INDEX FDS | $29.0M | 10.64% | 132,861 | Added |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $26.8M | 9.85% | 553,304 | Added |
| 5 | BSV | VANGUARD BD INDEX FDS | $21.0M | 7.71% | 269,333 | Added |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $16.8M | 6.16% | 280,908 | Added |
| 7 | VMBS | VANGUARD SCOTTSDALE FDS | $11.6M | 4.26% | 247,486 | Added |
| 8 | BLV | VANGUARD BD INDEX FDS | $10.4M | 3.81% | 150,385 | Added |
| 9 | VB | VANGUARD INDEX FDS | $10.3M | 3.78% | 33,903 | Added |
| 10 | BIV | VANGUARD BD INDEX FDS | $9.1M | 3.36% | 119,149 | Added |
| 11 | NUDM | NUSHARES ETF TR | $8.3M | 3.06% | 208,235 | Trimmed |
| 12 | NULG | NUSHARES ETF TR | $5.0M | 1.84% | 42,779 | Added |
| 13 | NULV | NUSHARES ETF TR | $3.8M | 1.39% | 75,631 | Added |
| 14 | SCHX | SCHWAB STRATEGIC TR | $3.1M | 1.12% | 103,898 | Added |
| 15 | NUEM | NUSHARES ETF TR | $3.0M | 1.12% | 71,718 | Added |
| 16 | NUBD | NUSHARES ETF TR | $2.8M | 1.02% | 125,902 | Trimmed |
| 17 | VOO | VANGUARD INDEX FDS | $2.2M | 0.83% | 3,277 | Added |
| 18 | PWV | INVESCO EXCHANGE TRADED FD T | $1.8M | 0.66% | 23,796 | Hold |
| 19 | GNW | GENWORTH FINL INC | $1.6M | 0.60% | 170,221 | Added |
| 20 | AAPL | APPLE INC | $1.6M | 0.58% | 5,442 | Added |
| 21 | NUSC | NUSHARES ETF TR | $1.1M | 0.39% | 20,350 | Added |
| 22 | VTEB | VANGUARD MUN BD FDS | $993,000 | 0.36% | 19,636 | Added |
| 23 | VXUS | VANGUARD STAR FDS | $728,000 | 0.27% | 8,524 | Hold |
| 24 | BND | VANGUARD BD INDEX FDS | $728,000 | 0.27% | 9,918 | Trimmed |
| 25 | VOT | VANGUARD INDEX FDS | $731,000 | 0.27% | 2,389 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30