Latest Evolution Advisers, Inc. Stock Portfolio
Evolution Advisers, Inc. Performance:
2025 Q4: 0.62%YTD: 12.58%2024: 4.01%
Performance for 2025 Q4 is 0.62%, and YTD is 12.58%, and 2024 is 4.01%.
About Evolution Advisers, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Evolution Advisers, Inc. reported an equity portfolio of $230.9 Millions as of 31 Dec, 2025.
The top stock holdings of Evolution Advisers, Inc. are VEA, VB, VB. The fund has invested 16.3% of it's portfolio in VANGUARD TAX-MANAGED FDS and 15% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off UNILEVER PLC, COSTCO WHSL CORP NEW (COST) and ADOBE INC (ADBE) stocks. They significantly reduced their stock positions in HCA HEALTHCARE INC (HCA), TESLA INC (TSLA) and AMERICAN WTR WKS CO INC NEW (AWK). Evolution Advisers, Inc. opened new stock positions in ISHARES TR (IJR), EA SERIES TRUST (BOB) and VANGUARD WORLD FD (VAW). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (BIV), ISHARES TR (AGT) and VANGUARD INDEX FDS (VB).
The top stock holdings of Evolution Advisers, Inc. are VEA, VB, VB. The fund has invested 16.3% of it's portfolio in VANGUARD TAX-MANAGED FDS and 15% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off UNILEVER PLC, COSTCO WHSL CORP NEW (COST) and ADOBE INC (ADBE) stocks. They significantly reduced their stock positions in HCA HEALTHCARE INC (HCA), TESLA INC (TSLA) and AMERICAN WTR WKS CO INC NEW (AWK). Evolution Advisers, Inc. opened new stock positions in ISHARES TR (IJR), EA SERIES TRUST (BOB) and VANGUARD WORLD FD (VAW). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (BIV), ISHARES TR (AGT) and VANGUARD INDEX FDS (VB).
Evolution Advisers, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Evolution Advisers, Inc. made a return of 0.62% in the last quarter. In trailing 12 months, it's portfolio return was 12.58%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ea series trust | 41,000 |
| ishares tr | 41,000 |
| vanguard world fd | 33,000 |
| dimensional etf trust | 32,000 |
| spdr series trust | 24,000 |
| schwab strategic tr | 12,000 |
| spdr gold tr | 11,000 |
| dimensional etf trust | 9,000 |
New stocks bought by Evolution Advisers, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| vanguard bd index fds | 50,360 |
| ishares tr | 4,338 |
| vanguard index fds | 480 |
| amazon com inc | 46.47 |
| schwab strategic tr | 33.58 |
| vanguard index fds | 16.92 |
| schwab strategic tr | 15.37 |
| schwab strategic tr | 10.64 |
Additions to existing portfolio by Evolution Advisers, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| hca healthcare inc | -96.9 |
| tesla inc | -85.94 |
| american wtr wks co inc new | -80.00 |
| capital one finl corp | -41.71 |
| home depot inc | -40.91 |
| microsoft corp | -31.22 |
| mastercard incorporated | -3.9 |
| vanguard charlotte fds | -2.23 |
Evolution Advisers, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| unilever plc | -41,000 |
| totalenergies se | -25,000 |
| adobe inc | -20,000 |
| costco whsl corp new | -25,000 |
| applied matls inc | 0.00 |
Evolution Advisers, Inc. got rid off the above stocks
Sector Distribution
Evolution Advisers, Inc. has about 95.7% of it's holdings in Others sector.
- Others
- Financial Services
| Sector | % |
|---|---|
| Others | 95.7 |
| Financial Services | 1.2 |
Market Cap. Distribution
Evolution Advisers, Inc. has about 3.7% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 95.7 |
| MEGA-CAP | 2.1 |
| LARGE-CAP | 1.6 |
Stocks belong to which Index?
About 3.4% of the stocks held by Evolution Advisers, Inc. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 96.1 |
| S&P 500 | 3.4 |
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 168 stocks in it's portfolio. About 81.2% of the portfolio is in top 10 stocks. BNDX 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: 23 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.64 | 5,419 | 1,473,000 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 130 | 8,000 | new | |||
| ACN | accenture plc ireland | 0.02 | 192 | 51,000 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.00 | 22.00 | 1,000 | unchanged | 0.00 | ||
| ADBE | adobe inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADP | automatic data processing in | 0.02 | 176 | 45,000 | unchanged | 0.00 | ||
| AGT | ishares tr | 0.79 | 36,482 | 1,824,000 | added | 4,338 | ||
| AGT | ishares tr | 0.03 | 650 | 61,000 | unchanged | 0.00 | ||
| AMAT | applied matls inc | 0.00 | 0.00 | 0.00 | sold off | |||
| AMGN | amgen inc | 0.03 | 200 | 65,000 | unchanged | 0.00 | ||
| AMZA | etfis ser tr i | 0.00 | 17.00 | 0.00 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.15 | 1,516 | 349,000 | added | 46.47 | ||
| AVGO | broadcom inc | 0.07 | 450 | 155,000 | unchanged | 0.00 | ||
| AWK | american wtr wks co inc new | 0.00 | 16.00 | 2,000 | reduced | -80.00 | ||
| BAC | bank america corp | 0.00 | 125 | 6,000 | unchanged | 0.00 | ||
| BGRN | ishares tr | 0.00 | 5.00 | 0.00 | unchanged | 0.00 | ||
| BIL | spdr series trust | 0.01 | 249 | 24,000 | new | |||
| BIL | spdr series trust | 0.00 | 15.00 | 0.00 | unchanged | 0.00 | ||
| BIV | vanguard bd index fds | 7.95 | 233,077 | 18,368,000 | added | 5.00 | ||
| BIV | vanguard bd index fds | 3.85 | 127,930 | 8,893,000 | reduced | -1.59 | ||