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Evolution Advisers Portfolio holdings
AUM
$272M
Turnover
83.51%
1-Year Est. Return
14.96%
This Fund
S&P 500
This Quarter Est. Return
+9.26%
1 Year Est. Return
+14.96%
3 Year Est. Return
+40.78%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$272M
AUM Growth
+$34.8M
(+15%)
Cap. Flow
+$14M
Cap. Flow % of AUM
Cap. Flow %
5.13%
Top 10 Holdings %
Top 10 Hldgs %
79.72%
Holding
946
New
786
Increased
86
Reduced
12
Closed
4
Avg Time Held
0.6
years
Top 10 Avg Time Held
4.5
years
Top 20 Avg Time Held
3.9
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$4.91M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
+$1.37M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.28M |
| 4 |
Vanguard Long-Term Bond ETF
BLV
|
+$1.26M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.26M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$3.46M |
| 2 |
ExxonMobil
XOM
|
+$838K |
| 3 |
Vanguard Total Bond Market
BND
|
+$648K |
| 4 |
Walmart Inc
WMT
|
+$135K |
| 5 |
Kinsale Capital Group
KNSL
|
+$67K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 95.93% |
| 2 | Financials | 1.31% |
| 3 | Technology | 0.91% |
| 4 | Industrials | 0.44% |
| 5 | Communication Services | 0.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
576
DELISTED
Leggett & Platt
LEG
| $0 | ﹤0.01% |
+23
| New | +$243 |
2026 Q2
0 quarters
|
|
577
Ligand Pharmaceuticals
LGND
$5.89B
| $0 | ﹤0.01% |
+2
| New | +$471 |
2026 Q2
0 quarters
|
|
578
L3Harris
LHX
$46.3B
| $0 | ﹤0.01% |
+3
| New | +$953 |
2026 Q2
0 quarters
|
|
579
Lakeland Financial Corp
LKFN
$1.44B
| $0 | ﹤0.01% |
+1
| New | +$60 |
2026 Q2
0 quarters
|
|
580
LeMaitre Vascular
LMAT
$1.85B
| $0 | ﹤0.01% |
+1
| New | +$103 |
2026 Q2
0 quarters
|
|
581
Lincoln National
LNC
$7.63B
| $0 | ﹤0.01% |
+28
| New | +$1.01K |
2026 Q2
0 quarters
|
|
582
Lindsay Corp
LNN
$1.09B
| $0 | ﹤0.01% |
+1
| New | +$112 |
2026 Q2
0 quarters
|
|
583
Dorian LPG
LPG
$2.29B
| $0 | ﹤0.01% |
+1
| New | +$39 |
2026 Q2
0 quarters
|
|
584
Liquidity Services
LQDT
$1.37B
| $0 | ﹤0.01% |
+4
| New | +$142 |
2026 Q2
0 quarters
|
|
585
Stride
LRN
$3.42B
| $0 | ﹤0.01% |
+6
| New | +$551 |
2026 Q2
0 quarters
|
|
586
Life Time Group Holdings
LTH
$9.05B
| $0 | ﹤0.01% |
+13
| New | +$413 |
2026 Q2
0 quarters
|
|
587
Lumen Technologies, Inc. Common Stock
LUMN
$4.8B
| $0 | ﹤0.01% |
+90
| New | +$789 |
2026 Q2
0 quarters
|
|
588
Southwest Airlines
LUV
$19.3B
| $0 | ﹤0.01% |
+4
| New | +$168 |
2026 Q2
0 quarters
|
|
589
Las Vegas Sands
LVS
$24.6B
| $0 | ﹤0.01% |
+1
| New | +$52 |
2026 Q2
0 quarters
|
|
590
Lamb Weston
LW
$7.38B
| $0 | ﹤0.01% |
+14
| New | +$604 |
2026 Q2
0 quarters
|
|
591
LXP Industrial Trust
LXP
$3.6B
| $0 | ﹤0.01% |
+4
| New | +$206 |
2026 Q2
0 quarters
|
|
592
Lyft
LYFT
$6.37B
| $0 | ﹤0.01% |
+30
| New | +$419 |
2026 Q2
0 quarters
|
|
593
LegalZoom.com
LZ
$1.04B
| $0 | ﹤0.01% |
+21
| New | +$129 |
2026 Q2
0 quarters
|
|
594
La-Z-Boy
LZB
$1.2B
| $0 | ﹤0.01% |
+5
| New | +$181 |
2026 Q2
0 quarters
|
|
595
Macerich
MAC
$6.51B
| $0 | ﹤0.01% |
+19
| New | +$427 |
2026 Q2
0 quarters
|
|
596
ManpowerGroup
MAN
$1.93B
| $0 | ﹤0.01% |
+2
| New | +$61 |
2026 Q2
0 quarters
|
|
597
Marriott International
MAR
$101B
| $0 | ﹤0.01% |
+1
| New | +$369 |
2026 Q2
0 quarters
|
|
598
Marathon Digital Holdings
MARA
$2.91B
| $0 | ﹤0.01% |
+37
| New | +$463 |
2026 Q2
0 quarters
|
|
599
Masco
MAS
$14.4B
| $0 | ﹤0.01% |
+2
| New | +$140 |
2026 Q2
0 quarters
|
|
600
Matsons
MATX
$7.03B
| $0 | ﹤0.01% |
+2
| New | +$364 |
2026 Q2
0 quarters
|
|
Similar funds
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Evolution Advisers's Q2 2026 Portfolio in Review
As of Q2 2026, Evolution Advisers held 946 positions worth $272M, up 15% from $237M the previous quarter. Its ten largest holdings account for 80% of the portfolio.
Evolution Advisers deployed $14M of net new capital in Q2 2026, opening 786 new positions and adding to 86 existing holdings. Its largest new stake was Schwab Fundamental International Large Company Index ETF: 9,453 shares worth $498K.
By sector, the portfolio is most concentrated in Miscellaneous at 96% of assets, up from 96% a quarter earlier, followed by Financials and Technology.
On the sell side, the largest reduction was iShares Core International Aggregate Bond Fund, an estimated $3.46M trimmed.
- Evolution Advisers's largest Q2 2026 buy was Schwab Fundamental International Large Company Index ETF: 9,453 shares worth $498K.
- Evolution Advisers added most to Vanguard Total International Bond ETF in Q2 2026, an estimated $4.91M increase.
- Evolution Advisers's biggest Q2 2026 reduction was iShares Core International Aggregate Bond Fund, cutting an estimated $3.46M.
- Evolution Advisers fully exited ExxonMobil in Q2 2026, selling an estimated $838K.
- Evolution Advisers's ten largest holdings make up 80% of its $272M portfolio in Q2 2026.
- Evolution Advisers opened 786 new positions and closed 4 in Q2 2026.
- Evolution Advisers's portfolio value rose 15% quarter-over-quarter to $272M.
Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.