EVOLUTION ADVISERS, INC.

Filed: 1/23/2026ACC: 0001906967-26-000004

📋 What this filing means

EVOLUTION ADVISERS, INC. filed this quarterly 13F‑HR report disclosing 170 equity positions with a total reported market value of $230.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

170

Positions

$230.9K

Total AUM (reported)

3.26M

Total Shares

Allocation by class

VAN FTSE DEV MKT$37.6K16.3%

GROWTH ETF$34.6K15.0%

VALUE ETF$25.1K10.9%

TOTAL INT BD ETF$22.1K9.6%

SHORT TRM BOND$18.4K8.0%

FTSE EMR MKT ETF$14.2K6.1%

MTG-BKD SECS ETF$10.2K4.4%

Portfolio Concentration

Top 3$97.3K42.1%

4–10$90.1K39.0%

11–25$29.8K12.9%

Rest$13.7K5.9%

Top 3 weight

42.1%

Top 10 weight

81.2%

Voting Authority Distribution

Total shares with voting rights: 3.26M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.26M

% of voting shares100.0%

Investment Discretion (by position count)

Sole170

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings170

Rows:

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares601.14K

TypeSH

Market value$37.6K

16.26%

Sole

0.00

Shared

0.00

None

601.14K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares71.02K

TypeSH

Market value$34.6K

15.00%

Sole

0.00

Shared

0.00

None

71.02K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares131.49K

TypeSH

Market value$25.1K

10.87%

Sole

0.00

Shared

0.00

None

131.49K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares458.07K

TypeSH

Market value$22.1K

9.58%

Sole

0.00

Shared

0.00

None

458.07K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares233.08K

TypeSH

Market value$18.4K

7.95%

Sole

0.00

Shared

0.00

None

233.08K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares263.96K

TypeSH

Market value$14.2K

6.14%

Sole

0.00

Shared

0.00

None

263.96K

VANGUARD SCOTTSDALE FDS

SOLE

MTG-BKD SECS ETF

Shares217.03K

TypeSH

Market value$10.2K

4.42%

Sole

0.00

Shared

0.00

None

217.03K

VANGUARD BD INDEX FDS

SOLE

LONG TERM BOND

Shares127.93K

TypeSH

Market value$8.9K

3.85%

Sole

0.00

Shared

0.00

None

127.93K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares31.87K

TypeSH

Market value$8.2K

3.56%

Sole

0.00

Shared

0.00

None

31.87K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares103.83K

TypeSH

Market value$8.1K

3.50%

Sole

0.00

Shared

0.00

None

103.83K

NUSHARES ETF TR

SOLE

NUVEEN ESG INTL

Shares187.79K

TypeSH

Market value$6.8K

2.94%

Sole

0.00

Shared

0.00

None

187.79K

NUSHARES ETF TR

SOLE

NUVEEN ESG LRGCP

Shares31.76K

TypeSH

Market value$3.1K

1.34%

Sole

0.00

Shared

0.00

None

31.76K

NUSHARES ETF TR

SOLE

NUVEEN ESG US

Shares123.62K

TypeSH

Market value$2.8K

1.20%

Sole

0.00

Shared

0.00

None

123.62K

NUSHARES ETF TR

SOLE

NUVEEN ESG LRGVL

Shares61.18K

TypeSH

Market value$2.8K

1.19%

Sole

0.00

Shared

0.00

None

61.18K

NUSHARES ETF TR

SOLE

NUVEEN ESG EMRGN

Shares63.38K

TypeSH

Market value$2.3K

0.98%

Sole

0.00

Shared

0.00

None

63.38K

ISHARES TR

SOLE

CORE INTL AGGR

Shares36.48K

TypeSH

Market value$1.8K

0.79%

Sole

0.00

Shared

0.00

None

36.48K

INVESCO EXCHANGE TRADED FD T

SOLE

LARGE CAP VALUE

Shares24.30K

TypeSH

Market value$1.6K

0.70%

Sole

0.00

Shared

0.00

None

24.30K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares58.90K

TypeSH

Market value$1.6K

0.69%

Sole

0.00

Shared

0.00

None

58.90K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares2.50K

TypeSH

Market value$1.6K

0.68%

Sole

0.00

Shared

0.00

None

2.50K

APPLE INC

SOLE

COM

Shares5.42K

TypeSH

Market value$1.5K

0.64%

Sole

0.00

Shared

0.00

None

5.42K

GENWORTH FINL INC

SOLE

COM SHS

Shares121.85K

TypeSH

Market value$1.1K

0.48%

Sole

0.00

Shared

0.00

None

121.85K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares17.29K

TypeSH

Market value$869.00

0.38%

Sole

0.00

Shared

0.00

None

17.29K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares10.09K

TypeSH

Market value$747.00

0.32%

Sole

0.00

Shared

0.00

None

10.09K

NUSHARES ETF TR

SOLE

NUVEEN ESG SMLCP

Shares16.03K

TypeSH

Market value$715.00

0.31%

Sole

0.00

Shared

0.00

None

16.03K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares8.88K

TypeSH

Market value$669.00

0.29%

Sole

0.00

Shared

0.00

None

8.88K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	601.14K	SH	$37.6K 16.26%	601.14K
VANGUARD INDEX FDSSOLE	GROWTH ETF	71.02K	SH	$34.6K 15.00%	71.02K
VANGUARD INDEX FDSSOLE	VALUE ETF	131.49K	SH	$25.1K 10.87%	131.49K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	458.07K	SH	$22.1K 9.58%	458.07K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	233.08K	SH	$18.4K 7.95%	233.08K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	263.96K	SH	$14.2K 6.14%	263.96K
VANGUARD SCOTTSDALE FDSSOLE	MTG-BKD SECS ETF	217.03K	SH	$10.2K 4.42%	217.03K
VANGUARD BD INDEX FDSSOLE	LONG TERM BOND	127.93K	SH	$8.9K 3.85%	127.93K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	31.87K	SH	$8.2K 3.56%	31.87K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	103.83K	SH	$8.1K 3.50%	103.83K
NUSHARES ETF TRSOLE	NUVEEN ESG INTL	187.79K	SH	$6.8K 2.94%	187.79K
NUSHARES ETF TRSOLE	NUVEEN ESG LRGCP	31.76K	SH	$3.1K 1.34%	31.76K
NUSHARES ETF TRSOLE	NUVEEN ESG US	123.62K	SH	$2.8K 1.20%	123.62K
NUSHARES ETF TRSOLE	NUVEEN ESG LRGVL	61.18K	SH	$2.8K 1.19%	61.18K
NUSHARES ETF TRSOLE	NUVEEN ESG EMRGN	63.38K	SH	$2.3K 0.98%	63.38K
ISHARES TRSOLE	CORE INTL AGGR	36.48K	SH	$1.8K 0.79%	36.48K
INVESCO EXCHANGE TRADED FD TSOLE	LARGE CAP VALUE	24.30K	SH	$1.6K 0.70%	24.30K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	58.90K	SH	$1.6K 0.69%	58.90K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	2.50K	SH	$1.6K 0.68%	2.50K
APPLE INCSOLE	COM	5.42K	SH	$1.5K 0.64%	5.42K
GENWORTH FINL INCSOLE	COM SHS	121.85K	SH	$1.1K 0.48%	121.85K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	17.29K	SH	$869.00 0.38%	17.29K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	10.09K	SH	$747.00 0.32%	10.09K
NUSHARES ETF TRSOLE	NUVEEN ESG SMLCP	16.03K	SH	$715.00 0.31%	16.03K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	8.88K	SH	$669.00 0.29%	8.88K

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