Evolution Advisers, Inc.

Q4 2025 13F-HR Holdings

Location
Richmond, VA
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
170
Total value ($000)
$230,944
Net value change ($000)
+8,554 (3.8%)
New positions
12
Sold out positions
3
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VEA 2,131 6.0%
IAGG 1,782 4242.9%
VTV 1,210 5.1%
VUG 1,166 3.5%
BND 746 74600.0%
VWO 405 2.9%
VMBS 393 4.0%
BIV 353 4.6%
VB 339 4.3%
AMZN 121 53.1%
Top Reduces (Value $000, Stocks/ETFs)
BNDX -1,050 -4.5%
HCA -146 -96.7%
NUDM -108 -1.6%
MSFT -89 -36.2%
HD -85 -48.9%
TSLA -76 -86.4%
NULG -66 -2.1%
TFC -43 -37.1%
Unilever PLC -41 -100.0%
VOT -35 -5.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type