Evolution Advisers, Inc.

All 13F Filings

Location
Richmond, VA
Most recent 13F
Q2 2026
Holdings value ($000)
272,066
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/31/2026 943 272,066 13F-HR Evolution Advisers, Inc.
Q1 2026 5/1/2026 162 237,264 13F-HR Evolution Advisers, Inc.
Q4 2025 1/23/2026 170 230,944 13F-HR Evolution Advisers, Inc.
Q3 2025 1/23/2026 161 222,390 13F-HR Evolution Advisers, Inc.
Q2 2025 7/25/2025 156 203,964 13F-HR Evolution Advisers, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 11.1 K 4.1% 548 0 548
ETFs 229.6 K 84.4% 31.88 K 0 31.88 K
Debt 31.35 K 11.5% 2.374 K 0 2.374 K
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Fund Snapshot

Q2 2026
Latest filed
7/31/2026
Total value ($000)
272,066
Holdings
943
QoQ value change ($000)
34,802 (14.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.