Evolution Advisers, Inc.: 13F holdings

CIK 19069672026Q2

Positions943
Reported value$293.6m
Filed2026-07-31

Change since last quarter

Positions943 (+781 vs prior quarter)
Reported value$293.6m (+14.5%)

Top 10 holdings

SecuritySharesValueWeight
VEA VANGUARD TAX-MANAGED FDS616,125$43.9m14.9%
VUG VANGUARD INDEX FDS442,641$38.1m13.0%
VTV VANGUARD INDEX FDS132,861$29.0m9.9%
BNDX VANGUARD CHARLOTTE FDS553,304$26.8m9.1%
VTI VANGUARD INDEX FDS40,329$21.8m7.4%
BSV VANGUARD BD INDEX FDS269,333$21.0m7.1%
VWO VANGUARD INTL EQUITY INDEX F280,908$16.8m5.7%
VMBS VANGUARD SCOTTSDALE FDS247,486$11.6m3.9%
BLV VANGUARD BD INDEX FDS150,385$10.4m3.5%
VB VANGUARD INDEX FDS33,903$10.3m3.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1906967")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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