StockDriftsStockDriftsTop 50 Evolution Advisers, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 16.14% | 616.1K | $43.9M | +3.02%(+18.08K) | $50.44(+46.74%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 14.01% | 442.6K | $38.1M | +2.86%(+12.33K) | $53.13(+67.85%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 10.64% | 132.9K | $29.0M | +1.61%(+2.11K) | $145.84(+56.00%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 9.85% | 553.3K | $26.8M | +22.62%(+102.07K) | $52.50(-9.16%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 7.71% | 269.3K | $21.0M | +6.49%(+16.41K) | $79.51(-2.38%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 6.16% | 280.9K | $16.8M | +5.22%(+13.94K) | $48.09(+25.56%) | 2026-06-30 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 4.26% | 247.5K | $11.6M | +6.57%(+15.26K) | $49.62(-7.07%) | 2026-06-30 | |
| BLV | VANGUARD BD INDEX FDS | 3.81% | 150.4K | $10.4M | +13.93%(+18.39K) | $84.16(-22.30%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 3.78% | 33.9K | $10.3M | +4.38%(+1.42K) | $225.88(+36.56%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 3.36% | 119.1K | $9.1M | +8.39%(+9.22K) | $81.84(-7.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.90% | +36.38% | — | — | +21.61% |
| Top 20 Holdings Unweighted | +11.35% | +38.07% | — | — | +23.38% |
Evolution Advisers, Inc. reports $272.07M in US-listed equity holdings across 943 positions in its most recent 13F filing. Its largest disclosed positions are VEA (16.1%), VUG (14.0%) and VTV (10.6%). The top 20 holdings account for 91.94% of reported assets. Its disclosed equity book has returned +36.38% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Evolution Advisers, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1906967). View Evolution Advisers, Inc.’s 13F filings on SEC