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Evolution Advisers, Inc.

Portfolio Manager
Evolution Advisers, Inc.
Performance
-1.18% (2026 Q1)
AUM (13F)
$237.26M
# of Holdings
162
Performance Rank
Allocation (Top 20)
92.08%

Evolution Advisers, Inc. Holdings Map

Top 50 Evolution Advisers, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VEA
VANGUARD TAX-MANAGED FDS
16.15%598.0K$38.3M
-0.51%(-3.09K)
2025-Q1: 568.6K shares2025-Q2: 556.3K shares2025-Q3: 586.8K shares2025-Q4: 601.1K shares2026-Q1: 598.0K shares
$49.95(+41.41%)
2026-03-31
VUG
VANGUARD INDEX FDS
13.2%71.7K$31.3M
+0.99%(+702)
2025-Q1: 74.1K shares2025-Q2: 67.5K shares2025-Q3: 69.5K shares2025-Q4: 71.0K shares2026-Q1: 71.7K shares
$52.42(+66.96%)
2026-03-31
VTV
VANGUARD INDEX FDS
10.81%130.8K$25.7M
-0.56%(-735)
2025-Q1: 132.5K shares2025-Q2: 126.0K shares2025-Q3: 127.9K shares2025-Q4: 131.5K shares2026-Q1: 130.8K shares
$144.88(+43.82%)
2026-03-31
BNDX
VANGUARD CHARLOTTE FDS
9.14%451.2K$21.7M
-1.49%(-6.84K)
2025-Q1: 432.2K shares2025-Q2: 443.9K shares2025-Q3: 468.5K shares2025-Q4: 458.1K shares2026-Q1: 451.2K shares
$53.49(-10.46%)
2026-03-31
BSV
VANGUARD BD INDEX FDS
8.36%252.9K$19.8M
+8.51%(+19.84K)
2025-Q1: 202.8K shares2025-Q2: 206.8K shares2025-Q3: 222.0K shares2025-Q4: 233.1K shares2026-Q1: 252.9K shares
$79.60(-2.01%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
6.08%267.0K$14.4M
+1.14%(+3.01K)
2025-Q1: 250.9K shares2025-Q2: 246.2K shares2025-Q3: 252.9K shares2025-Q4: 264.0K shares2026-Q1: 267.0K shares
$47.68(+25.72%)
2026-03-31
VMBS
VANGUARD SCOTTSDALE FDS
4.6%232.2K$10.9M
+7.00%(+15.20K)
2025-Q1: 198.1K shares2025-Q2: 199.5K shares2025-Q3: 208.5K shares2025-Q4: 217.0K shares2026-Q1: 232.2K shares
$49.80(-6.24%)
2026-03-31
BLV
VANGUARD BD INDEX FDS
3.83%132.0K$9.1M
+3.18%(+4.06K)
2025-Q1: 119.7K shares2025-Q2: 122.3K shares2025-Q3: 130.0K shares2025-Q4: 127.9K shares2026-Q1: 132.0K shares
$86.31(-21.23%)
2026-03-31
VB
VANGUARD INDEX FDS
3.59%32.5K$8.5M
+1.93%(+615)
2025-Q1: 30.1K shares2025-Q2: 28.9K shares2025-Q3: 30.9K shares2025-Q4: 31.9K shares2026-Q1: 32.5K shares
$223.57(+27.77%)
2026-03-31
BIV
VANGUARD BD INDEX FDS
3.58%109.9K$8.5M
+5.87%(+6.10K)
2025-Q1: 83.9K shares2025-Q2: 88.1K shares2025-Q3: 98.7K shares2025-Q4: 103.8K shares2026-Q1: 109.9K shares
$82.27(-6.86%)
2026-03-31

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