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Evolution Advisers Portfolio holdings

AUM $237M
1-Year Est. Return 12.93%
This Fund
S&P 500
This Quarter Est. Return
+1.05%
1 Year Est. Return
+12.93%
3 Year Est. Return
+33.04%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$231M
AUM Growth
+$8.55M
Cap. Flow
+$7.24M
Cap. Flow %
3.14%
Top 10 Hldgs %
81.15%
Holding
172
New
12
Increased
31
Reduced
13
Closed
4

Top Buys

Rank Stock Value
1
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.83M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$882K
3
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$876K
4
BND icon
Vanguard Total Bond Market
BND
+$750K
5
VUG icon
Vanguard Growth ETF
VUG
+$748K

Top Sells

Rank Stock Value
1
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$515K
2
HCA icon
HCA Healthcare
HCA
+$160K
3
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$146K
4
MSFT icon
Microsoft
MSFT
+$74.2K
5
TSLA icon
Tesla
TSLA
+$73.1K

Sector Composition

Rank Sector Weight
1 Financials 1.43%
2 Technology 0.99%
3 Industrials 0.45%
4 Consumer Staples 0.33%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOT icon
26
Vanguard Mid-Cap Growth ETF
VOT
$19.3B
$667K 0.29%
2,389
– –
DFAC icon
27
Dimensional US Core Equity 2 ETF
DFAC
$47.8B
$660K 0.29%
16,680
– –
VV icon
28
Vanguard Large-Cap ETF
VV
$52.6B
$657K 0.28%
2,087
+302
+17% +$94.3K
XOM icon
29
ExxonMobil
XOM
$629B
$596K 0.26%
4,955
+1
+0% +$116
UNP icon
30
Union Pacific
UNP
$174B
$472K 0.2%
2,042
– –
BRK.B icon
31
Berkshire Hathaway Class B
BRK.B
$1.06T
$454K 0.2%
905
– –
GOOGL icon
32
Alphabet (Google) Class A
GOOGL
$4.24T
$425K 0.18%
1,359
– –
WMT icon
33
Walmart Inc
WMT
$878B
$421K 0.18%
3,779
– –
VO icon
34
Vanguard Mid-Cap ETF
VO
$106B
$404K 0.17%
5,576
– –
WFC icon
35
Wells Fargo
WFC
$266B
$403K 0.17%
4,334
– –
VCSH icon
36
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$365K 0.16%
4,578
+124
+3% +$9.89K
ORI icon
37
Old Republic International
ORI
$10.2B
$350K 0.15%
7,682
– –
AMZN icon
38
Amazon
AMZN
$2.66T
$349K 0.15%
1,516
+481
+46% +$110K
VT icon
39
Vanguard Total World Stock ETF
VT
$77.2B
$291K 0.13%
2,066
+9
+0.4% +$1.26K
SCHF icon
40
Schwab International Equity ETF
SCHF
$66.3B
$277K 0.12%
11,562
+815
+8% +$19.4K
NI icon
41
NiSource
NI
$21.8B
$247K 0.11%
5,932
– –
VYM icon
42
Vanguard High Dividend Yield ETF
VYM
$80.2B
$240K 0.1%
1,678
– –
JPM icon
43
JPMorgan Chase
JPM
$918B
$209K 0.09%
651
– –
SCHZ icon
44
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$205K 0.09%
8,810
+1,174
+15% +$27.6K
VTI icon
45
Vanguard Total Stock Market ETF
VTI
$662B
$200K 0.09%
39,187
– –
CW icon
46
Curtiss-Wright
CW
$26.7B
$192K 0.08%
350
– –
GOOG icon
47
Alphabet (Google) Class C
GOOG
$4.22T
$188K 0.08%
600
– –
SCHE icon
48
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
$175K 0.08%
5,374
+517
+11% +$17.2K
MKL icon
49
Markel Group
MKL
$24.6B
$166K 0.07%
77
+1
+1% +$2.03K
KMB icon
50
Kimberly-Clark
KMB
$35.9B
$160K 0.07%
1,567
– –
1
2
3 4 5

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ICMM
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MFA
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FCMI
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BCM
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BCA
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Evolution Advisers's Q4 2025 Portfolio in Review

As of Q4 2025, Evolution Advisers held 172 positions worth $231M, up 3.8% from $222M the previous quarter. Its ten largest holdings account for 81% of the portfolio.

Evolution Advisers deployed $7.24M of net new capital in Q4 2025, opening 12 new positions and adding to 31 existing holdings. Its largest new stake was iShares iBoxx $ Investment Grade Corporate Bond ETF: 374 shares worth $41K.

By sector, the portfolio is most concentrated in Financials at 1.4% of assets, down from 1.5% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was Vanguard Total International Bond ETF, an estimated $515K trimmed.

  • Evolution Advisers's largest Q4 2025 buy was iShares iBoxx $ Investment Grade Corporate Bond ETF: 374 shares worth $41K.
  • Evolution Advisers added most to iShares Core International Aggregate Bond Fund in Q4 2025, an estimated $1.83M increase.
  • Evolution Advisers's biggest Q4 2025 reduction was Vanguard Total International Bond ETF, cutting an estimated $515K.
  • Evolution Advisers fully exited Unilever in Q4 2025, selling an estimated $41K.
  • Evolution Advisers's ten largest holdings make up 81% of its $231M portfolio in Q4 2025.
  • Evolution Advisers opened 12 new positions and closed 4 in Q4 2025.
  • Evolution Advisers's portfolio value rose 3.8% quarter-over-quarter to $231M.

Based on Evolution Advisers's 13F filing for Q4 2025, filed 23 Jan 2026.