Evolution Advisers, Inc.

Est. AUM

$237.3M

13F long equity, this entity only

Positions

162

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$38.3M	598049	16.15%	SOLE
2	VANGUARD INDEX FDS	GROWTH ETF	$31.3M	71719	13.20%	SOLE
3	VANGUARD INDEX FDS	VALUE ETF	$25.7M	130751	10.81%	SOLE
4	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$21.7M	451230	9.14%	SOLE
5	VANGUARD BD INDEX FDS	SHORT TRM BOND	$19.8M	252921	8.36%	SOLE
6	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$14.4M	266969	6.08%	SOLE
7	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$10.9M	232230	4.60%	SOLE
8	VANGUARD BD INDEX FDS	LONG TERM BOND	$9.1M	131992	3.83%	SOLE
9	VANGUARD INDEX FDS	SMALL CP ETF	$8.5M	32481	3.59%	SOLE
10	VANGUARD BD INDEX FDS	INTERMED TERM	$8.5M	109929	3.58%	SOLE
11	NUSHARES ETF TR	NUVEEN ESG INTL	$7.5M	208516	3.17%	SOLE
12	ISHARES TR	CORE INTL AGGR	$4.0M	80531	1.70%	SOLE
13	NUSHARES ETF TR	NUVEEN ESG LRGCP	$3.9M	42337	1.62%	SOLE
14	NUSHARES ETF TR	NUVEEN ESG LRGVL	$3.4M	75616	1.45%	SOLE
15	NUSHARES ETF TR	NUVEEN ESG US	$2.8M	127184	1.19%	SOLE
16	NUSHARES ETF TR	NUVEEN ESG EMRGN	$2.6M	70995	1.10%	SOLE
17	INVESCO EXCHANGE TRADED FD T	LARGE CAP VALUE	$1.7M	23796	0.70%	SOLE
18	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.5M	2495	0.63%	SOLE
19	SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.4M	55773	0.60%	SOLE
20	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.4M	18746	0.58%	SOLE
21	APPLE INC	COM	$1.4M	5399	0.58%	SOLE
22	GENWORTH FINL INC	COM SHS	$1.4M	166551	0.57%	SOLE
23	VANGUARD MUN BD FDS	TAX EXEMPT BD	$976K	19577	0.41%	SOLE
24	NUSHARES ETF TR	NUVEEN ESG SMLCP	$911K	20220	0.38%	SOLE
25	EXXON MOBIL CORP	COM	$838K	4941	0.35%	SOLE
26	VANGUARD STAR FDS	VG TL INTL STK F	$657K	8524	0.28%	SOLE
27	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$648K	16680	0.27%	SOLE
28	VANGUARD INDEX FDS	MCAP GR IDXVIP	$614K	2389	0.26%	SOLE
29	VANGUARD INDEX FDS	LARGE CAP ETF	$546K	1828	0.23%	SOLE
30	UNION PAC CORP	COM	$495K	2042	0.21%	SOLE
31	WALMART INC	COM	$465K	3742	0.20%	SOLE
32	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$433K	905	0.18%	SOLE
33	ALPHABET INC	CAP STK CL A	$388K	1352	0.16%	SOLE
34	VANGUARD INDEX FDS	MID CAP ETF	$380K	1326	0.16%	SOLE
35	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$353K	4454	0.15%	SOLE
36	WELLS FARGO CO NEW	COM	$345K	4334	0.15%	SOLE
37	SCHWAB STRATEGIC TR	US LCAP GR ETF	$337K	11589	0.14%	SOLE
38	OLD REP INTL CORP	COM	$306K	7682	0.13%	SOLE
39	AMAZON COM INC	COM	$301K	1450	0.13%	SOLE
40	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$286K	2074	0.12%	SOLE
41	NISOURCE INC	COM	$276K	5932	0.12%	SOLE
42	SCHWAB STRATEGIC TR	INTL EQTY ETF	$267K	10794	0.11%	SOLE
43	CURTISS WRIGHT CORP	COM	$238K	350	0.10%	SOLE
44	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$232K	1569	0.10%	SOLE
45	VANGUARD INDEX FDS	TOTAL STK MKT	$195K	40329	0.08%	SOLE
46	JPMORGAN CHASE & CO.	COM	$191K	651	0.08%	SOLE
47	SCHWAB STRATEGIC TR	US AGGREGATE B	$177K	7636	0.07%	SOLE
48	ALPHABET INC	CAP STK CL C	$172K	600	0.07%	SOLE
49	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$161K	4908	0.07%	SOLE
50	KIMBERLY-CLARK CORP	COM	$151K	1567	0.06%	SOLE

1–50 of 162

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.