Institutions / Evolution Advisers, Inc.
Evolution Advisers, Inc.
CIK 1906967 · Institution · as of Dec 31, 2025
Portfolio value
$230.9K
Positions
170
As of
Dec 31, 2025
Portfolio trend
Portfolio value
$230.9K+3.8%Positions
170+5.6%Top holdings
Dec 31, 2025View all 170 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Tax-Managed Fds | $37.6K | 16.3% |
| Vanguard Index Fds | $34.6K | 15.0% |
| Vanguard Index Fds | $25.1K | 10.9% |
| Vanguard Charlotte Fds | $22.1K | 9.6% |
| Vanguard Bd Index Fds | $18.4K | 8.0% |
| Vanguard Intl Equity Index F | $14.2K | 6.1% |
| Vanguard Scottsdale Fds | $10.2K | 4.4% |
| Vanguard Bd Index Fds | $8.9K | 3.9% |
| Vanguard Index Fds | $8.2K | 3.6% |
| Vanguard Bd Index Fds | $8.1K | 3.5% |
| Nushares ETF Tr | $6.8K | 2.9% |
| Nushares ETF Tr | $3.1K | 1.3% |
| Nushares ETF Tr | $2.8K | 1.2% |
| Nushares ETF Tr | $2.8K | 1.2% |
| Nushares ETF Tr | $2.3K | 1.0% |
| iShares Tr | $1.8K | 0.8% |
| Invesco Exchange Traded Fd T | $1.6K | 0.7% |
| Schwab Strategic Tr | $1.6K | 0.7% |
| Vanguard Index Fds | $1.6K | 0.7% |
| Apple Inc. | $1.5K | 0.6% |
| Genworth Financial Inc | $1.1K | 0.5% |
| Vanguard Mun Bd Fds | $869 | 0.4% |
| Vanguard Bd Index Fds | $747 | 0.3% |
| Nushares ETF Tr | $715 | 0.3% |
| Vanguard Star Fds | $669 | 0.3% |
Activity
Dec 31, 2025View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | Add | 46435G672 | $1.8K | +36K +4338.20% | 36,482 0.79% of portfolio | low |
| Q4 2025 as of | Add | 921943858 | $899 | +14K +2.45% | 601,143 16.26% of portfolio | low |
| Q4 2025 as of | Add | 921937827 | $875 | +11K +5.00% | 233,077 7.95% of portfolio | low |
| Q4 2025 as of | Add | 922908736 | $749 | +2K +2.21% | 71,017 15.00% of portfolio | low |
| Q4 2025 as of | Add | 921937835 | $746 | +10K +50360.00% | 10,092 0.32% of portfolio | low |
| Q4 2025 as of | Add | 922908744 | $683 | +4K +2.79% | 131,486 10.87% of portfolio | low |
| Q4 2025 as of | Add | 922042858 | $597 | +11K +4.39% | 263,963 6.14% of portfolio | low |
| Q4 2025 as of | Trim | 92203J407 | $-504 | -10K -2.23% | 458,070 9.58% of portfolio | low |
| Q4 2025 as of | Add | 92206C771 | $400 | +9K +4.08% | 217,033 4.42% of portfolio | low |
| Q4 2025 as of | Add | 921937819 | $399 | +5K +5.20% | 103,833 3.50% of portfolio | low |