Latest Evolution Advisers, Inc. Stock Portfolio
Evolution Advisers, Inc. Performance:
2026 Q1: -1.16%YTD: -1.16%2025: 12.58%
Performance for 2026 Q1 is -1.16%, and YTD is -1.16%, and 2025 is 12.58%.
About Evolution Advisers, Inc. and 13F Hedge Fund Stock Holdings
On 2026-05-01, the fund reported it's updated stock portfolio. In the 13F Holdings report, Evolution Advisers, Inc. reported an equity portfolio of $237.3 Millions as of 31 Mar, 2026.
The top stock holdings of Evolution Advisers, Inc. are VEA, VB, VB. The fund has invested 16.1% of it's portfolio in VANGUARD TAX-MANAGED FDS and 13.2% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off TRUIST FINL CORP (TFC), MCKESSON CORP (MCK) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), SCHWAB STRATEGIC TR (FNDA) and ISHARES TR (IJR). Evolution Advisers, Inc. opened new stock positions in VANGUARD BD INDEX FDS (VUSB), ISHARES TR (IJR) and ISHARES TR (IBCE). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), ISHARES TR (AGT) and CHEVRON CORP NEW (CVX).
The top stock holdings of Evolution Advisers, Inc. are VEA, VB, VB. The fund has invested 16.1% of it's portfolio in VANGUARD TAX-MANAGED FDS and 13.2% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off TRUIST FINL CORP (TFC), MCKESSON CORP (MCK) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), SCHWAB STRATEGIC TR (FNDA) and ISHARES TR (IJR). Evolution Advisers, Inc. opened new stock positions in VANGUARD BD INDEX FDS (VUSB), ISHARES TR (IJR) and ISHARES TR (IBCE). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), ISHARES TR (AGT) and CHEVRON CORP NEW (CVX).
Evolution Advisers, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Evolution Advisers, Inc. made a return of -1.16% in the last quarter. In trailing 12 months, it's portfolio return was 13.87%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard bd index fds | 125,000 |
| ishares tr | 59,000 |
| ishares tr | 32,000 |
| ishares tr | 22,000 |
| ishares tr | 15,000 |
| ishares tr | 6,000 |
New stocks bought by Evolution Advisers, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| schwab strategic tr | 342 |
| ishares tr | 120 |
| chevron corp new | 105 |
| vanguard bd index fds | 85.75 |
| genworth finl inc | 36.69 |
| nushares etf tr | 33.32 |
| ishares tr | 28.00 |
| nushares etf tr | 26.15 |
Additions to existing portfolio by Evolution Advisers, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard index fds | -82.76 |
| schwab strategic tr | -26.82 |
| schwab strategic tr | -13.33 |
| ishares tr | -12.68 |
| linde plc | -12.66 |
| vanguard index fds | -12.41 |
| invesco qqq tr | -12.00 |
| schwab strategic tr | -8.67 |
Evolution Advisers, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| truist finl corp | -73,000 |
| ea series trust | -41,000 |
| dimensional etf trust | -32,000 |
| schwab strategic tr | -9,000 |
| schwab strategic tr | -12,000 |
| ishares tr | -41,000 |
| dimensional etf trust | -9,000 |
| spdr series trust | -24,000 |
Evolution Advisers, Inc. got rid off the above stocks
Sector Distribution
Evolution Advisers, Inc. has about 95.8% of it's holdings in Others sector.
- Others
- Financial Services
| Sector | % |
|---|---|
| Others | 95.8 |
| Financial Services | 1.2 |
Market Cap. Distribution
Evolution Advisers, Inc. has about 3.6% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 95.8 |
| MEGA-CAP | 2.2 |
| LARGE-CAP | 1.4 |
Stocks belong to which Index?
About 3.3% of the stocks held by Evolution Advisers, Inc. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 96.2 |
| S&P 500 | 3.3 |
Evolution Advisers, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Evolution Advisers, Inc.
Evolution Advisers, Inc. has 160 stocks in it's portfolio. About 79.3% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VEA was the most profitable stock for Evolution Advisers, Inc. last quarter.
Last Reported on: 01 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.58 | 5,399 | 1,370,000 | reduced | -0.37 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACN | accenture plc ireland | 0.02 | 192 | 38,000 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.00 | 22.00 | 1,000 | unchanged | 0.00 | ||
| ADP | automatic data processing in | 0.01 | 176 | 35,000 | unchanged | 0.00 | ||
| AGT | ishares tr | 1.70 | 80,531 | 4,029,000 | added | 120 | ||
| AGT | ishares tr | 0.03 | 650 | 62,000 | unchanged | 0.00 | ||
| AMAT | applied matls inc | 0.00 | 0.00 | 0.00 | sold off | |||
| AMGN | amgen inc | 0.03 | 200 | 70,000 | unchanged | 0.00 | ||
| AMZA | etfis ser tr i | 0.00 | 17.00 | 0.00 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.13 | 1,450 | 301,000 | reduced | -4.35 | ||
| ANTX | elevance health inc | 0.03 | 236 | 69,000 | unchanged | 0.00 | ||
| AVGO | broadcom inc | 0.06 | 450 | 139,000 | unchanged | 0.00 | ||
| AWK | american wtr wks co inc new | 0.00 | 16.00 | 2,000 | unchanged | 0.00 | ||
| BAC | bank america corp | 0.00 | 125 | 6,000 | unchanged | 0.00 | ||
| BGRN | ishares tr | 0.00 | 186 | 6,000 | new | |||
| BGRN | ishares tr | 0.00 | 5.00 | 0.00 | unchanged | 0.00 | ||
| BIL | spdr series trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BIL | spdr series trust | 0.00 | 15.00 | 0.00 | unchanged | 0.00 | ||
| BIV | vanguard bd index fds | 8.36 | 252,921 | 19,831,000 | added | 8.51 | ||