Evolution Advisers, Inc.

Q1 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
162
Total value ($000)
$237,264
Net value change ($000)
+6,320 (2.7%)
New positions
6
Sold out positions
14
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IAGG 2,205 120.9%
VEA 768 2.0%
NULG 745 24.0%
NUDM 730 10.7%
VMBS 686 6.7%
NULV 684 24.8%
BND 633 84.7%
VTV 541 2.2%
BIV 398 4.9%
NUEM 354 15.7%
Top Reduces (Value $000, Stocks/ETFs)
VUG -3,321 -9.6%
BNDX -452 -2.0%
SCHX -154 -9.7%
VV -111 -16.9%
AAPL -103 -7.0%
VOO -75 -4.8%
TFC -73 -100.0%
MCK -68 -100.0%
WFC -58 -14.4%
VOT -53 -7.9%
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