Evolution Advisers, Inc.
CIK: 0001906967SEC EDGAR →
Portfolio Value
$230.9M
Holdings
170
As of
Q4 2025
New Positions
19
Closed Positions
5
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 601,143 | $37.6M | 16.26% |
| 2 | VANGUARD INDEX FDS | 71,017 | $34.6M | 15.00% |
| 3 | VANGUARD INDEX FDS | 131,486 | $25.1M | 10.87% |
| 4 | VANGUARD CHARLOTTE FDS | 458,070 | $22.1M | 9.58% |
| 5 | VANGUARD BD INDEX FDS | 233,077 | $18.4M | 7.95% |
| 6 | VANGUARD INTL EQUITY INDEX F | 263,963 | $14.2M | 6.14% |
| 7 | VANGUARD SCOTTSDALE FDS | 217,033 | $10.2M | 4.42% |
| 8 | VANGUARD BD INDEX FDS | 127,930 | $8.9M | 3.85% |
| 9 | VANGUARD INDEX FDS | 31,866 | $8.2M | 3.56% |
| 10 | VANGUARD BD INDEX FDS | 103,833 | $8.1M | 3.50% |
Quarterly Changes
Top Buys
New Positions (19)
$67K · 2K shares
$41K · 319 shares
$41K · 2K shares
$41K · 374 shares
$33K · 79 shares
$33K · 45 shares
$32K · 206 shares
$32K · 659 shares
$28K · 142 shares
$24K · 249 shares
$16K · 220 shares
$15K · 25 shares
$12K · 420 shares
$11K · 28 shares
$9K · 457 shares
$9K · 282 shares
$8K · 130 shares
$2K · 45 shares
$0 · 2 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 96 | $223.3M | 96.7% |
| Technology | 12 | $2.3M | 1.0% |
| Industrials | 13 | $1.1M | 0.5% |
| Consumer Defensive | 8 | $764K | 0.3% |
| Consumer Cyclical | 10 | $667K | 0.3% |
| Energy | 3 | $659K | 0.3% |
| Communication Services | 5 | $636K | 0.3% |
| Healthcare | 9 | $535K | 0.2% |
| Unknown | 6 | $515K | 0.2% |
| Utilities | 5 | $501K | 0.2% |
| Basic Materials | 2 | $86K | 0.0% |
| Real Estate | 1 | $6K | 0.0% |