Evolution Advisers, Inc. Portfolio Holdings

Evolution Advisers, Inc.

  • $231 Million
  • Q4 2025

Evolution Advisers, Inc. has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $231 Million distributed in 170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $37.6M, Vanguard Growth ETF with a value of $34.6M, Vanguard Value ETF with a value of $25.1M, Vanguard Total International B with a value of $22.1M, and Vanguard Bd Index Fd Inc Short with a value of $18.4M.

Examining the 13F form we can see an increase of $8.55M in the current position value, from $222M to 231M. Also it can be appreciated an additional of 13 stocks purchases and 4 closed positions.

Below you can find more details about Evolution Advisers, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $231 Million
ETFs: $220 Million
Financial Services: $3.3 Million
Technology: $2.22 Million
Industrials: $992,000
Consumer Defensive: $764,000
Consumer Cyclical: $667,000
Energy: $659,000
Communication Services: $642,000
Other: $1.12 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$37.6 Million 16.26% of portfolio
601,143
Q4 2025 Added 2.45%
$0
$34.6 Million 15.0% of portfolio
71,017
Q4 2025 Added 2.21%
$0
$25.1 Million 10.87% of portfolio
131,486
Q4 2025 Added 2.79%
$0
$22.1 Million 9.58% of portfolio
458,070
Q4 2025 Reduced 2.23%
$0
$18.4 Million 7.95% of portfolio
233,077
Q4 2025 Added 5.0%
$0
$14.2 Million 6.14% of portfolio
263,963
Q4 2025 Added 4.39%
$0
$10.2 Million 4.42% of portfolio
217,033
Q4 2025 Added 4.08%
$0
$8.89 Million 3.85% of portfolio
127,930
Q4 2025 Reduced 1.59%
$0
$8.22 Million 3.56% of portfolio
31,866
Q4 2025 Added 3.1%
$0
$8.09 Million 3.5% of portfolio
103,833
Q4 2025 Added 5.2%
$0
$6.8 Million 2.94% of portfolio
187,792
Q4 2025 Added 3.11%
$0
$3.11 Million 1.34% of portfolio
31,757
Q4 2025 Reduced 0.48%
$0
$2.76 Million 1.2% of portfolio
123,622
Q4 2025 Added 1.8%
$0
$2.76 Million 1.19% of portfolio
61,179
Q4 2025 Reduced 0.15%
$0
$2.25 Million 0.98% of portfolio
63,377
Q4 2025 Added 4.78%
$0
$1.82 Million 0.79% of portfolio
36,482
Q4 2025 Added 4,338.2%
$0
$1.58 Million 0.69% of portfolio
58,899
Q4 2025 Added 5.6%
$0
$1.57 Million 0.68% of portfolio
2,498
Q4 2025 Added 0.77%
$4.3T
$1.47 Million 0.64% of portfolio
5,419
Q3 2025 Added 2.91%
$4.3B
$1.1 Million 0.48% of portfolio
121,849
Q3 2025 Reduced 44.06%
$0
$869,000 0.38% of portfolio
17,288
Q4 2025 Added 9.61%
$0
$747,000 0.32% of portfolio
10,092
Q4 2025 Added 50,360.0%
$0
$715,000 0.31% of portfolio
16,029
Q4 2025 Added 0.28%
$0
$669,000 0.29% of portfolio
8,875
Q4 2025 Added 1.2%
$0
$667,000 0.29% of portfolio
2,389
Q4 2024 Reduced 6.68%
$0
$660,000 0.29% of portfolio
16,680
Q2 2022 Reduced 11.36%
$0
$657,000 0.28% of portfolio
2,087
Q4 2025 Added 16.92%
$490B
$596,000 0.26% of portfolio
4,955
Q4 2025 Added 0.02%
$136B
$472,000 0.2% of portfolio
2,042
Q2 2025 Reduced 6.37%
$662B
$454,000 0.2% of portfolio
905
Q1 2025 Reduced 0.77%
$1.65T
$425,000 0.18% of portfolio
1,359
Q3 2025 Added 4.54%
$279B
$421,000 0.18% of portfolio
3,779
Q3 2025 Added 9.35%
$0
$404,000 0.17% of portfolio
1,394
Q3 2025 Reduced 1.48%
$317B
$403,000 0.17% of portfolio
4,334
Q2 2025 Reduced 2.43%
$0
$365,000 0.16% of portfolio
4,578
Q4 2025 Added 2.78%
$13.7B
$350,000 0.15% of portfolio
7,682
Q2 2025 Reduced 2.43%
$2.39T
$349,000 0.15% of portfolio
1,516
Q4 2025 Added 46.47%
$0
$291,000 0.13% of portfolio
2,066
Q4 2025 Added 0.44%
$0
$277,000 0.12% of portfolio
11,562
Q4 2025 Added 7.58%
$17.4B
$247,000 0.11% of portfolio
5,932
Q4 2021 New
$0
$240,000 0.1% of portfolio
1,678
Q3 2025 Reduced 8.26%
$0
$205,000 0.09% of portfolio
8,810
Q4 2025 Added 15.37%
$0
$200,000 0.09% of portfolio
39,187
Q2 2025 Added 15.99%
$881B
$209,000 0.09% of portfolio
651
Q1 2025 Reduced 0.91%
$21.2B
$192,000 0.08% of portfolio
350
Q4 2021 New
$1.74T
$188,000 0.08% of portfolio
600
Q1 2025 Reduced 4.46%
$0
$175,000 0.08% of portfolio
5,374
Q4 2025 Added 10.64%
$3.78T
$157,000 0.07% of portfolio
326
Q4 2025 Reduced 31.22%
$27.9B
$166,000 0.07% of portfolio
77
Q4 2025 Added 1.32%

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $231 Million
  • Prior Value $222 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 13 stocks
  • Additional Purchases 31 stocks
  • Sold out of 4 stocks
  • Reduced holdings in 12 stocks
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