Evolution Advisers, Inc.

Q2 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
943
Total value ($000)
$272,066
Net value change ($000)
+34,802 (14.7%)
New positions
785
Sold out positions
3
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VUG 6,804 21.7%
VEA 5,577 14.6%
BNDX 5,115 23.6%
VTV 3,301 12.9%
VWO 2,340 16.2%
VB 1,770 20.8%
SCHX 1,627 113.8%
NULG 1,157 30.1%
NUDM 804 10.7%
VOO 759 50.9%
Top Reduces (Value $000, Stocks/ETFs)
IAGG -3,445 -85.5%
XOM -838 -100.0%
BND -652 -47.2%
WMT -164 -35.3%
KNSL -67 -100.0%
MA -46 -46.9%
NUBD -38 -1.3%
IJH -36 -94.7%
LMT -35 -44.3%
HON -30 -100.0%
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