Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $43.9K | 16.1% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $38.1K | 14.0% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $29K | 10.6% |
| Vanguard Charlotte FdsTOTAL INT BD ETF | TOTAL INT BD ETF | $26.8K | 9.8% |
| Vanguard BD Index FdsSHORT TRM BOND | SHORT TRM BOND | $21K | 7.7% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $16.8K | 6.2% |
| Vanguard Scottsdale FdsMTG-BKD SECS ETF | MTG-BKD SECS ETF | $11.6K | 4.3% |
| Vanguard BD Index FdsLONG TERM BOND | LONG TERM BOND | $10.4K | 3.8% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $10.3K | 3.8% |
| Vanguard BD Index FdsINTERMED TERM | INTERMED TERM | $9.14K | 3.4% |
| Nushares ETF TRNUVEEN ESG INTL | NUVEEN ESG INTL | $8.33K | 3.1% |
| Nushares ETF TRNUVEEN ESG LRGCP | NUVEEN ESG LRGCP | $5.01K | 1.8% |
| Nushares ETF TRNUVEEN ESG LRGVL | NUVEEN ESG LRGVL | $3.78K | 1.4% |
| Schwab Strategic TRUS LRG CAP ETF | US LRG CAP ETF | $3.06K | 1.1% |
| Nushares ETF TRNUVEEN ESG EMRGN | NUVEEN ESG EMRGN | $3.04K | 1.1% |
| Nushares ETF TRNUVEEN ESG US | NUVEEN ESG US | $2.79K | 1.0% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $2.25K | 0.8% |
| Invesco Exchange Traded FD TLARGE CAP VALUE | LARGE CAP VALUE | $1.8K | 0.7% |
| Genworth Finl Inc.COM SHS | COM SHS | $1.62K | 0.6% |
| Apple Inc.COM | COM | $1.57K | 0.6% |
| Nushares ETF TRNUVEEN ESG SMLCP | NUVEEN ESG SMLCP | $1.06K | 0.4% |
| Vanguard Mun BD FdsTAX EXEMPT BD | TAX EXEMPT BD | $993 | 0.4% |
| Dimensional ETF TrustUS CORE EQUITY 2 | US CORE EQUITY 2 | $739 | 0.3% |
| Vanguard Index FdsMCAP GR IDXVIP | MCAP GR IDXVIP | $731 | 0.3% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $728 | 0.3% |
| Vanguard BD Index FdsTOTAL BND MRKT | TOTAL BND MRKT | $728 | 0.3% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $648 | 0.2% |
| Vanguard Index FdsLARGE CAP ETF | LARGE CAP ETF | $624 | 0.2% |
| iShares TRCORE INTL AGGR | CORE INTL AGGR | $584 | 0.2% |
| Vanguard BD Index FdsVANGUARD ULTRA | VANGUARD ULTRA | $579 | 0.2% |
| Vanguard Scottsdale FdsSHRT TRM CORP BD | SHRT TRM CORP BD | $563 | 0.2% |
| Union Pac Corp.COM | COM | $532 | 0.2% |
| Schwab Strategic TRFUNDAMENTAL INTL | FUNDAMENTAL INTL | $498 | 0.2% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $455 | 0.2% |
| Schwab Strategic TRINTL EQTY ETF | INTL EQTY ETF | $433 | 0.2% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $427 | 0.2% |
| Amazon Com Inc.COM | COM | $408 | 0.1% |
| Schwab Strategic TRUS LCAP GR ETF | US LCAP GR ETF | $392 | 0.1% |
| Vanguard Intl Equity Index FTT WRLD ST ETF | TT WRLD ST ETF | $385 | 0.1% |
| Wells Fargo CO NewCOM | COM | $358 | 0.1% |
| Old Rep Intl Corp.COM | COM | $314 | 0.1% |
| Walmart Inc.COM | COM | $301 | 0.1% |
| Nisource Inc.COM | COM | $282 | 0.1% |
| Vanguard Scottsdale FdsINTER TERM TREAS | INTER TERM TREAS | $280 | 0.1% |
| Dominion Energy Inc.COM | COM | $278 | 0.1% |
| Schwab Strategic TRUS TIPS ETF | US TIPS ETF | $277 | 0.1% |
| Curtiss Wright Corp.COM | COM | $265 | 0.1% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $247 | 0.1% |
| Schwab Strategic TRUS LCAP VA ETF | US LCAP VA ETF | $219 | 0.1% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $218 | 0.1% |
Vanguard Tax-managed FdsVAN FTSE DEV MKT$43.9K
- Class
- VAN FTSE DEV MKT
- Share
- 16.1%
Vanguard Index FdsGROWTH ETF$38.1K
- Class
- GROWTH ETF
- Share
- 14.0%
Vanguard Index FdsVALUE ETF$29K
- Class
- VALUE ETF
- Share
- 10.6%
Vanguard Charlotte FdsTOTAL INT BD ETF$26.8K
- Class
- TOTAL INT BD ETF
- Share
- 9.8%
Vanguard BD Index FdsSHORT TRM BOND$21K
- Class
- SHORT TRM BOND
- Share
- 7.7%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$16.8K
- Class
- FTSE EMR MKT ETF
- Share
- 6.2%
Vanguard Scottsdale FdsMTG-BKD SECS ETF$11.6K
- Class
- MTG-BKD SECS ETF
- Share
- 4.3%
Vanguard BD Index FdsLONG TERM BOND$10.4K
- Class
- LONG TERM BOND
- Share
- 3.8%
Vanguard Index FdsSMALL CP ETF$10.3K
- Class
- SMALL CP ETF
- Share
- 3.8%
Vanguard BD Index FdsINTERMED TERM$9.14K
- Class
- INTERMED TERM
- Share
- 3.4%
Nushares ETF TRNUVEEN ESG INTL$8.33K
- Class
- NUVEEN ESG INTL
- Share
- 3.1%
Nushares ETF TRNUVEEN ESG LRGCP$5.01K
- Class
- NUVEEN ESG LRGCP
- Share
- 1.8%
Nushares ETF TRNUVEEN ESG LRGVL$3.78K
- Class
- NUVEEN ESG LRGVL
- Share
- 1.4%
Schwab Strategic TRUS LRG CAP ETF$3.06K
- Class
- US LRG CAP ETF
- Share
- 1.1%
Nushares ETF TRNUVEEN ESG EMRGN$3.04K
- Class
- NUVEEN ESG EMRGN
- Share
- 1.1%
Nushares ETF TRNUVEEN ESG US$2.79K
- Class
- NUVEEN ESG US
- Share
- 1.0%
Vanguard Index FdsS&P 500 ETF SHS$2.25K
- Class
- S&P 500 ETF SHS
- Share
- 0.8%
Invesco Exchange Traded FD TLARGE CAP VALUE$1.8K
- Class
- LARGE CAP VALUE
- Share
- 0.7%
Genworth Finl Inc.COM SHS$1.62K
- Class
- COM SHS
- Share
- 0.6%
Apple Inc.COM$1.57K
- Class
- COM
- Share
- 0.6%
Nushares ETF TRNUVEEN ESG SMLCP$1.06K
- Class
- NUVEEN ESG SMLCP
- Share
- 0.4%
Vanguard Mun BD FdsTAX EXEMPT BD$993
- Class
- TAX EXEMPT BD
- Share
- 0.4%
Dimensional ETF TrustUS CORE EQUITY 2$739
- Class
- US CORE EQUITY 2
- Share
- 0.3%
Vanguard Index FdsMCAP GR IDXVIP$731
- Class
- MCAP GR IDXVIP
- Share
- 0.3%
Vanguard Star FdsVG TL INTL STK F$728
- Class
- VG TL INTL STK F
- Share
- 0.3%
Vanguard BD Index FdsTOTAL BND MRKT$728
- Class
- TOTAL BND MRKT
- Share
- 0.3%
Alphabet Inc.CAP STK CL A$648
- Class
- CAP STK CL A
- Share
- 0.2%
Vanguard Index FdsLARGE CAP ETF$624
- Class
- LARGE CAP ETF
- Share
- 0.2%
iShares TRCORE INTL AGGR$584
- Class
- CORE INTL AGGR
- Share
- 0.2%
Vanguard BD Index FdsVANGUARD ULTRA$579
- Class
- VANGUARD ULTRA
- Share
- 0.2%
Vanguard Scottsdale FdsSHRT TRM CORP BD$563
- Class
- SHRT TRM CORP BD
- Share
- 0.2%
Union Pac Corp.COM$532
- Class
- COM
- Share
- 0.2%
Schwab Strategic TRFUNDAMENTAL INTL$498
- Class
- FUNDAMENTAL INTL
- Share
- 0.2%
Berkshire Hathaway Inc. DelCL B NEW$455
- Class
- CL B NEW
- Share
- 0.2%
Schwab Strategic TRINTL EQTY ETF$433
- Class
- INTL EQTY ETF
- Share
- 0.2%
Vanguard Index FdsMID CAP ETF$427
- Class
- MID CAP ETF
- Share
- 0.2%
Amazon Com Inc.COM$408
- Class
- COM
- Share
- 0.1%
Schwab Strategic TRUS LCAP GR ETF$392
- Class
- US LCAP GR ETF
- Share
- 0.1%
Vanguard Intl Equity Index FTT WRLD ST ETF$385
- Class
- TT WRLD ST ETF
- Share
- 0.1%
Wells Fargo CO NewCOM$358
- Class
- COM
- Share
- 0.1%
Old Rep Intl Corp.COM$314
- Class
- COM
- Share
- 0.1%
Walmart Inc.COM$301
- Class
- COM
- Share
- 0.1%
Nisource Inc.COM$282
- Class
- COM
- Share
- 0.1%
Vanguard Scottsdale FdsINTER TERM TREAS$280
- Class
- INTER TERM TREAS
- Share
- 0.1%
Dominion Energy Inc.COM$278
- Class
- COM
- Share
- 0.1%
Schwab Strategic TRUS TIPS ETF$277
- Class
- US TIPS ETF
- Share
- 0.1%
Curtiss Wright Corp.COM$265
- Class
- COM
- Share
- 0.1%
Vanguard Whitehall FdsHIGH DIV YLD$247
- Class
- HIGH DIV YLD
- Share
- 0.1%
Schwab Strategic TRUS LCAP VA ETF$219
- Class
- US LCAP VA ETF
- Share
- 0.1%
Vanguard Index FdsTOTAL STK MKT$218
- Class
- TOTAL STK MKT
- Share
- 0.1%
The share class is shown on a wider screen.
The 50 largest of 943 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1906967
- File number
- 028-21683
- Options
- 0 call, 0 put
- In the 25 largest
- 93.5%
- Prior quarter
- $237K at 31 March 2026
- Positions opened
- 785
- Positions closed
- 4
Common questions
What are Evolution Advisers’ 13F holdings worth?
$272 thousand across 943 positions for the quarter ended 30 June 2026.
What is Evolution Advisers’ largest 13F holding?
VANGUARD TAX-MANAGED FDS (VAN FTSE DEV MKT) was the largest position at $43.9 thousand, or 16.1% of reported 13F value, as of 30 June 2026.
How concentrated is Evolution Advisers’ 13F portfolio?
The ten largest positions accounted for 79.7% of reported value and the twenty-five largest for 93.5%, across 943 positions as of 30 June 2026.
Does Form 13F show everything Evolution Advisers manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Evolution Advisers file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.