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Evolution Advisers Portfolio holdings

AUM $272M
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
Cap. Flow
+$14M
Cap. Flow %
5.13%
Top 10 Hldgs %
79.72%
Holding
946
New
786
Increased
86
Reduced
12
Closed
4

Top Buys

Rank Stock Value
1
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$4.91M
2
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.37M
3
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.28M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$1.26M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M

Top Sells

Rank Stock Value
1
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$3.46M
2
XOM icon
ExxonMobil
XOM
+$838K
3
BND icon
Vanguard Total Bond Market
BND
+$648K
4
WMT icon
Walmart Inc
WMT
+$135K
5
KNSL icon
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
GOOG icon
51
Alphabet (Google) Class C
GOOG
$4.1T
$216K 0.08%
613
+13
+2% +$4.65K
JPM icon
52
JPMorgan Chase
JPM
$953B
$216K 0.08%
660
+9
+1% +$2.79K
DSI icon
53
iShares MSCI KLD 400 Social ETF
DSI
$5.53B
$187K 0.07%
+1,314
New +$180K
SCHE icon
54
Schwab Emerging Markets Equity ETF
SCHE
$13.2B
$177K 0.07%
4,908
– –
SCHZ icon
55
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$176K 0.06%
7,636
– –
AVGO icon
56
Broadcom
AVGO
$1.7T
$174K 0.06%
463
+13
+3% +$5.21K
KMB icon
57
Kimberly-Clark
KMB
$34.9B
$174K 0.06%
1,569
+2
+0.1% +$198
CSCO icon
58
Cisco
CSCO
$431B
$171K 0.06%
1,457
+8
+0.6% +$837
TDY icon
59
Teledyne Technologies
TDY
$28.3B
$166K 0.06%
250
– –
VBIL
60
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$10.1B
$159K 0.06%
2,113
+1,893
+860% +$143K
MKL icon
61
Markel Group
MKL
$22.6B
$154K 0.06%
79
+1
+1% +$1.87K
SCHM icon
62
Schwab US Mid-Cap ETF
SCHM
$15B
$154K 0.06%
4,191
– –
SCHC icon
63
Schwab International Small-Cap Equity ETF
SCHC
$5.79B
$151K 0.06%
+3,153
New +$156K
VBR icon
64
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.6B
$148K 0.05%
+610
New +$142K
VEU icon
65
Vanguard FTSE All-World ex-US ETF
VEU
$71.2B
$138K 0.05%
1,649
– –
VWOB icon
66
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.2B
$138K 0.05%
2,053
+2,038
+13,587% +$136K
SPY icon
67
State Street SPDR S&P 500 ETF Trust
SPY
$815B
$133K 0.05%
179
– –
V icon
68
Visa
V
$700B
$133K 0.05%
388
+7
+2% +$2.25K
JNJ icon
69
Johnson & Johnson
JNJ
$663B
$129K 0.05%
509
+106
+26% +$24.7K
MSFT icon
70
Microsoft
MSFT
$3.71T
$129K 0.05%
348
+22
+7% +$8.9K
SUSA icon
71
iShares ESG Optimized MSCI USA ETF
SUSA
$4.13B
$129K 0.05%
+842
New +$124K
VXF icon
72
Vanguard Extended Market ETF
VXF
$31.3B
$122K 0.04%
498
– –
LOW icon
73
Lowe's Companies
LOW
$115B
$114K 0.04%
520
+2
+0.4% +$454
SCHA icon
74
Schwab U.S Small- Cap ETF
SCHA
$22.9B
$114K 0.04%
3,165
+1,069
+51% +$35.3K
VCIT icon
75
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.1B
$113K 0.04%
+1,370
New +$113K
1 2
3
4 5

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MCP
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MPPW
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FWM
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LWM
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BB
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RWM
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AGC
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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.