Investor
Evolution Advisers, Inc.
CIK 0001906967 · filed 2026-05-01 · SEC filing
13F book
$237.3K
Positions
162
6 new · 14 sold
Largest name
16.2%
Vanguard Tax-Managed Fds
Est. mark
−$2.71K
Price effect on 154 names still held. Flow $9.03K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Tax-Managed Fds | — | 598K | $38.3K | 16.2% | $961 | Cut$768 |
| Vanguard Growth Etf | — | 71.7K | $31.3K | 13.2% | −$3.63K | Added−$3.32K |
| Vanguard Index Fds | — | 130.8K | $25.7K | 10.8% | $681 | Cut$541 |
| Vanguard Charlotte Fds | — | 451.2K | $21.7K | 9.1% | −$122 | Cut−$452 |
| Vanguard Bd Index Fds | — | 252.9K | $19.8K | 8.4% | −$93 | Added$1.46K |
| Vanguard Intl Equity Index F | — | 267K | $14.4K | 6.1% | $75 | Added$237 |
| Vanguard Scottsdale Fds | — | 232.2K | $10.9K | 4.6% | −$27 | Added$686 |
| Vanguard Bd Index Fds | — | 132K | $9.08K | 3.8% | −$94 | Added$185 |
| Vanguard Index Fds | — | 32.5K | $8.51K | 3.6% | $126 | Added$287 |
| Vanguard Bd Index Fds | — | 109.9K | $8.48K | 3.6% | −$72 | Added$398 |
| Nushares Etf Tr | — | 208.5K | $7.53K | 3.2% | −$18 | Added$730 |
| Ishares Tr | — | 80.5K | $4.03K | 1.7% | $1 | Added$2.21K |
| Nushares Etf Tr | — | 42.3K | $3.85K | 1.6% | −$217 | Added$745 |
| Nushares Etf Tr | — | 75.6K | $3.44K | 1.5% | $27 | Added$684 |
| Nushares Etf Tr | — | 127.2K | $2.82K | 1.2% | −$18 | Added$61 |
| Nushares Etf Tr | — | 71K | $2.61K | 1.1% | $74 | Added$354 |
| Invesco Exchange Traded Fd T | — | 23.8K | $1.66K | 0.7% | $76 | Cut$42 |
| Vanguard Index Fds | — | 2.5K | $1.49K | 0.6% | −$73 | Cut−$75 |
| Schwab Strategic Tr | — | 55.8K | $1.43K | 0.6% | −$70 | Cut−$154 |
| Vanguard Bd Index Fds | — | 18.7K | $1.38K | 0.6% | −$4 | Added$633 |
| Apple Inc. | AAPL | 5.4K | $1.37K | 0.6% | −$98 | Cut−$103 |
| Genworth Finl Inc | — | 166.6K | $1.35K | 0.6% | −$111 | Added$252 |
| Vanguard Mun Bd Fds | — | 19.6K | $976 | 0.4% | −$7 | Added$107 |
| Nushares Etf Tr | — | 20.2K | $911 | 0.4% | $7 | Added$196 |
| Exxon Mobil Corp | — | 4.94K | $838 | 0.4% | $244 | Cut$242 |
| Vanguard Star Fds | — | 8.52K | $657 | 0.3% | $14 | Cut−$12 |
| Dimensional Etf Trust | — | 16.7K | $648 | 0.3% | −$12 | Held |
| Vanguard Index Fds | — | 2.39K | $614 | 0.3% | −$53 | Held |
| Vanguard Index Fds | — | 1.83K | $546 | 0.2% | −$29 | Cut−$111 |
| Union Pac Corp | — | 2.04K | $495 | 0.2% | $23 | Held |
| Walmart Inc. | WMT | 3.74K | $465 | 0.2% | $48 | Cut$44 |
| Berkshire Hathaway Inc Del | — | 905 | $433 | 0.2% | −$21 | Held |
| Alphabet Inc | — | 1.35K | $388 | 0.2% | −$35 | Cut−$37 |
| Vanguard Index Fds | — | 1.33K | $380 | 0.2% | −$4 | Cut−$24 |
| Vanguard Scottsdale Fds | — | 4.45K | $353 | 0.1% | −$2 | Cut−$12 |
| Wells Fargo Co New | — | 4.33K | $345 | 0.1% | −$58 | Held |
| Schwab Strategic Tr | — | 11.6K | $337 | 0.1% | −$9 | Added$252 |
| Old Rep Intl Corp | — | 7.68K | $306 | 0.1% | −$44 | Held |
| Amazon Com Inc | AMZN | 1.45K | $301 | 0.1% | −$33 | Cut−$48 |
| Vanguard Intl Equity Index F | — | 2.07K | $286 | 0.1% | −$6 | Added−$5 |
| Nisource Inc. | NI | 5.93K | $276 | 0.1% | $29 | Held |
| Schwab Strategic Tr | — | 10.8K | $267 | 0.1% | $8 | Cut−$10 |
| Curtiss Wright Corp | CW | 350 | $238 | 0.1% | $46 | Held |
| Vanguard Whitehall Fds | — | 1.57K | $232 | 0.1% | $8 | Cut−$8 |
| Vanguard Index Fds | — | 40.3K | $195 | 0.1% | −$11 | Added−$5 |
| Jpmorgan Chase & Co. | — | 651 | $191 | 0.1% | −$18 | Held |
| Schwab Us Aggregate Bond | — | 7.64K | $177 | 0.1% | −$1 | Cut−$28 |
| Alphabet Inc | — | 600 | $172 | 0.1% | −$16 | Held |
| Schwab Strategic Tr | — | 4.91K | $161 | 0.1% | $1 | Cut−$14 |
| Kimberly Clark Corp | KMB | 1.57K | $151 | 0.1% | −$9 | Held |
| Teledyne Technologies Inc | TDY | 250 | $151 | 0.1% | $24 | Held |
| Markel Group Inc. | MKL | 78 | $149 | 0.1% | −$19 | Added−$17 |
| Broadcom Inc. | AVGO | 450 | $139 | 0.1% | −$16 | Held |
| Schwab Strategic Tr | — | 4.19K | $129 | 0.1% | $3 | Held |
| Vanguard Bd Index Fds | — | 2.52K | $125 | 0.1% | — | New |
| Vanguard Intl Equity Index F | — | 1.65K | $123 | 0.1% | $2 | Held |
| Lowes Cos Inc | — | 518 | $122 | 0.1% | −$3 | Cut−$4 |
| Dominion Energy, Inc | D | 1.97K | $121 | 0.1% | $6 | Held |
| Microsoft Corp | MSFT | 326 | $120 | 0.1% | −$37 | Held |
| Spdr S&P 500 Etf Tr | — | 179 | $116 | 0.0% | −$6 | Held |
| Visa Inc. | V | 381 | $115 | 0.0% | −$18 | Held |
| Cisco Sys Inc | — | 1.45K | $112 | 0.0% | $1 | Held |
| Vanguard Index Fds | — | 498 | $102 | 0.0% | −$2 | Held |
| Stryker Corp | SYK | 300 | $98 | 0.0% | −$7 | Held |
| Mastercard Inc | MA | 197 | $98 | 0.0% | −$14 | Held |
| Johnson & Johnson | JNJ | 403 | $98 | 0.0% | $15 | Held |
| Home Depot, Inc. | HD | 260 | $85 | 0.0% | −$4 | Held |
| Ishares Tr | — | 128 | $83 | 0.0% | −$3 | Added$15 |
| Pepsico Inc | PEP | 526 | $81 | 0.0% | $5 | Held |
| Lockheed Martin Corp | LMT | 132 | $79 | 0.0% | $16 | Held |
| Hershey Co | HSY | 381 | $79 | 0.0% | $10 | Held |
| Thermo Fisher Scientific Inc. | TMO | 160 | $78 | 0.0% | −$14 | Held |
| Jacobs Solutions Inc. | J | 600 | $76 | 0.0% | −$3 | Held |
| Dimensional Etf Trust | — | 1.7K | $76 | 0.0% | −$3 | Held |
| Vanguard Scottsdale Fds | — | 1.1K | $75 | 0.0% | $0 | Cut$0 |
| Amgen Inc | AMGN | 200 | $70 | 0.0% | $5 | Held |
| Elevance Health Inc Formerly | — | 236 | $69 | 0.0% | −$13 | Held |
| Sei Invts Co | — | 873 | $68 | 0.0% | −$3 | Held |
| Phillips 66 | PSX | 373 | $67 | 0.0% | $19 | Held |
| Kinsale Cap Group Inc | — | 199 | $67 | 0.0% | −$10 | Held |
| Tcw Etf Trust | — | 2.25K | $66 | 0.0% | −$1 | Held |
| Nutrien Ltd. | NTR | 867 | $65 | 0.0% | $12 | Held |
| Price T Rowe Group Inc | TROW | 728 | $65 | 0.0% | −$9 | Held |
| Constellation Energy Corp | CEG | 232 | $64 | 0.0% | −$18 | Held |
| Ishares Tr | — | 650 | $62 | 0.0% | $1 | Held |
| Schwab Strategic Tr | — | 2.1K | $60 | 0.0% | $1 | Cut−$21 |
| Ishares Tr | — | 600 | $59 | 0.0% | — | New |
| Ishares Tr | — | 464 | $57 | 0.0% | $2 | Added$4 |
| Oracle Corp | — | 380 | $55 | 0.0% | −$19 | Held |
| Capital One Finl Corp | — | 282 | $51 | 0.0% | −$14 | Added−$5 |
| Delta Air Lines Inc Del | DAL | 759 | $50 | 0.0% | −$2 | Held |
| First Tr Exchange-Traded Fd | — | 456 | $47 | 0.0% | −$2 | Held |
| Ppl Corp | — | 1.22K | $46 | 0.0% | $4 | Held |
| Eaton Corp Plc | ETN | 126 | $45 | 0.0% | $5 | Held |
| Chevron Corp New | CVX | 205 | $42 | 0.0% | $5 | Added$27 |
| Accenture Plc Ireland | — | 192 | $38 | 0.0% | −$13 | Held |
| Ishares Tr | — | 565 | $38 | 0.0% | $1 | Held |
| Exelon Corp | EXC | 760 | $37 | 0.0% | $4 | Held |
| Ishares Tr | — | 319 | $37 | 0.0% | −$4 | Held |
| Automatic Data Processing In | — | 176 | $35 | 0.0% | −$10 | Held |
| Starbucks Corp | SBUX | 383 | $34 | 0.0% | $2 | Held |
| Invesco Exchange Traded Fd T | — | 206 | $34 | 0.0% | $2 | Held |
| Linde Plc | LIN | 69 | $34 | 0.0% | $5 | Cut$1 |
| Spdr S&P Midcap 400 Etf Tr | — | 54 | $33 | 0.0% | $1 | Held |
| Ishares Tr | — | 90 | $32 | 0.0% | — | New |
| Fortinet, Inc. | FTNT | 390 | $31 | 0.0% | $1 | Held |
| Honeywell Intl Inc | — | 136 | $30 | 0.0% | $4 | Held |
| Cintas Corp | CTAS | 180 | $30 | 0.0% | −$3 | Held |
| Ge Aerospace | — | 94 | $26 | 0.0% | −$3 | Cut−$3 |
| Church & Dwight Co Inc | — | 278 | $25 | 0.0% | $2 | Held |
| Paychex Inc | PAYX | 275 | $25 | 0.0% | −$5 | Held |
| Williams Sonoma Inc | WSM | 132 | $24 | 0.0% | $1 | Held |
| International Business Machs | — | 100 | $24 | 0.0% | −$5 | Held |
| Ishares Tr | — | 124 | $22 | 0.0% | −$2 | Cut−$6 |
| Vanguard World Fd | — | 199 | $22 | 0.0% | −$2 | Held |
| Ishares Tr | — | 233 | $22 | 0.0% | — | New |
| GE Vernova Inc. | GEV | 23 | $20 | 0.0% | $5 | Held |
| Unitedhealth Group Inc | UNH | 75 | $20 | 0.0% | −$4 | Held |
| Ishares Inc | — | 300 | $20 | 0.0% | $0 | Held |
| Altria Group, Inc. | MO | 274 | $18 | 0.0% | $3 | Held |
| Vanguard Instl Index Fd | — | 220 | $16 | 0.0% | $0 | Held |
| Schwab Strategic Tr | — | 657 | $16 | 0.0% | −$1 | Held |
| Amentum Holdings, Inc. | AMTM | 636 | $16 | 0.0% | −$2 | Held |
| Ishares Tr | — | 71 | $15 | 0.0% | $1 | Held |
| Rivian Automotive Inc | — | 1.01K | $15 | 0.0% | −$4 | Held |
| Ishares Tr | — | 169 | $15 | 0.0% | — | New |
| At&T Inc | — | 494 | $14 | 0.0% | $2 | Held |
| Invesco Qqq Tr | — | 22 | $12 | 0.0% | −$1 | Cut−$3 |
| Tesla, Inc. | TSLA | 27 | $10 | 0.0% | −$2 | Held |
| Listed Fds Tr | — | 600 | $9 | 0.0% | −$2 | Held |
| Danaher Corporation | — | 50 | $9 | 0.0% | −$2 | Held |
| Disney Walt Co | — | 100 | $9 | 0.0% | −$2 | Held |
| Acushnet Hldgs Corp | — | 103 | $9 | 0.0% | $1 | Held |
| Salesforce, Inc. | CRM | 50 | $9 | 0.0% | −$4 | Held |
| Ford Mtr Co | — | 700 | $8 | 0.0% | −$1 | Held |
| Verizon Communications Inc | VZ | 157 | $7 | 0.0% | $1 | Held |
| United Parcel Service Inc | UPS | 79 | $7 | 0.0% | $0 | Held |
| Ishares Tr | — | 186 | $6 | 0.0% | — | New |
| Bank America Corp | — | 125 | $6 | 0.0% | $0 | Held |
| Extra Space Storage Inc. | EXR | 50 | $6 | 0.0% | $0 | Held |
| HCA Healthcare, Inc. | HCA | 11 | $5 | 0.0% | $0 | Held |
| Synchrony Financial | — | 74 | $5 | 0.0% | −$1 | Held |
| Ares Capital Corp | ARCC | 318 | $5 | 0.0% | −$1 | Held |
| Ishares Tr | — | 19 | $2 | 0.0% | $0 | Held |
| American Wtr Wks Co Inc New | — | 16 | $2 | 0.0% | $0 | Held |
| Goldman Sachs Etf Tr | — | 17 | $2 | 0.0% | $0 | Held |
| Capital Grp Fixed Incm Etf T | — | 80 | $1 | 0.0% | $0 | Held |
| Ishares Tr | — | 22 | $1 | 0.0% | $0 | Held |
| Vanguard Index Fds | — | 20 | $1 | 0.0% | −$1 | Cut−$9 |
| Invesco Exchange Traded Fd T | — | 18 | $1 | 0.0% | −$1 | Held |
| Coca Cola Co | KO | 2 | $0 | 0.0% | $0 | Held |
| Fidelity Merrimack Str Tr | — | 17 | $0 | 0.0% | $0 | Held |
| Costco Whsl Corp New | — | 0 | $0 | 0.0% | — | Held |
| Franklin Templeton Etf Tr | — | 2 | $0 | 0.0% | $0 | Held |
| Etfis Ser Tr I | — | 17 | $0 | 0.0% | $0 | Held |
| NIKE, Inc. | NKE | 2 | $0 | 0.0% | $0 | Held |
| Spdr Series Trust | — | 15 | $0 | 0.0% | $0 | Held |
| Vanguard Whitehall Fds | — | 15 | $0 | 0.0% | −$1 | Held |
| Warner Bros. Discovery, Inc. | WBD | 79 | $0 | 0.0% | $0 | Held |
| Morgan Stanley | — | 2 | $0 | 0.0% | $0 | Held |
| Applied Matls Inc | — | 0 | $0 | 0.0% | — | Held |
| Ishares Tr | — | 5 | $0 | 0.0% | $0 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.