13F holdings · Q2 2026

Evolution Advisers

Richmond, VA · files as Evolution Advisers, Inc.

Holdings as of Jun 30, 2026Filed Jul 31, 2026Next filing due Nov 16, 2026CIK 1906967

Evolution Advisers reported 943 stocks worth $272K in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are VEA (16.1%), VUG (14.0%) and VTV (10.6%). Compared with Q1 2026, the fund opened new positions in FNDF, VGIT and SCHP, added to VEA, VUG and VTV, trimmed NUDM, NUBD and BND and sold out of XOM, KNSL and HYBX.

Reported value$272K+14.7% vs last quarter

Stocks held943786 new · 4 sold out

Top 5 weight58.4%fairly concentrated

Turnover21%of the portfolio changed

🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#	Stock	Value	Weight	Shares	Change	Shares, 8 qtrs	Held
1	VEA Vanguard Tax-Managed Fds	$44K	16.1%	616K	+18K (+3%)		8 of 8
2	VUG Vanguard Index Fds	$38K	14.0%	443K	+371K (+517%)		8 of 8
3	VTV Vanguard Index Fds	$29K	10.6%	133K	+2,110 (+2%)		8 of 8
4	BNDX Vanguard Total	$27K	9.8%	553K	+102K (+23%)		8 of 8
5	BSV Vanguard Short-Term Bond ETF	$21K	7.7%	269K	+16K (+6%)		8 of 8
6	VWO Vanguard Intl Equity Index F	$17K	6.2%	281K	+14K (+5%)		8 of 8
7	VMBS Vanguard Scottsdale Fds	$12K	4.3%	247K	+15K (+7%)		8 of 8
8	BLV Vanguard BD Index Fds	$10K	3.8%	150K	+18K (+14%)		8 of 8
9	VB Vanguard Index Fds	$10K	3.8%	34K	+1,422 (+4%)		8 of 8
10	BIV Vanguard Intermediate	$9K	3.4%	119K	+9,220 (+8%)		8 of 8
11	ABCD Example Holdings Inc	100	153	206	259	312	365
12	WXYZ Example Holdings Inc	137	190	243	296	349	402
13	QRST Example Holdings Inc	174	227	280	333	386	439
14	LMNO Example Holdings Inc	211	264	317	370	423	476

🔒 933 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026

Stock	Value last quarter	Shares sold
XOM Exxon Mobil Corp	$838	4,941
KNSL Kinsale Cap Group Inc	$67	199
HYBX Tcw ETF Trust	$66	2,245
HONEYWELL INTL INC	$30	136

Reported value

last 8 quarters

$184KQ3 '24

$183KQ4 '24

$190KQ1 '25

$204KQ2 '25

$222KQ3 '25

$231KQ4 '25

$237KQ1 '26

$272KQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC

Filed	Form	Quarter
Jul 31, 2026	13F-HR	Q2 2026	SEC filing ↗

Other superinvestors

All hedge fund holdings →

Evolution Advisers 13F FAQ

What does Evolution Advisers own?

Evolution Advisers reported 943 stocks worth $272K in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are VEA (16.1%), VUG (14.0%) and VTV (10.6%). The table above lists every position in the filing (the top 10 without an account).

What did Evolution Advisers buy and sell in Q2 2026?

Compared with Q1 2026: 786 new positions, 85 added to, 12 trimmed and 4 sold out. New positions include FNDF, VGIT and SCHP. It sold all of XOM, KNSL and HYBX.

When will Evolution Advisers file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Evolution Advisers's portfolio worth?

The Q2 2026 filing reports $272K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.