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Evolution Advisers, Inc.

SEC CIK
0001906967
Latest filing
Jul 31, 2026

The latest 13F from Evolution Advisers, Inc. covers Q2 2026 (filed Jul 31, 2026): 942 long positions worth $272.1M. The top 10 holdings make up 79.7% of the portfolio, and the largest is Vanguard Ftse Developed Markets ETF at 16.1%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
786
Est. +$2.50M
Added
87
Est. +$48.1M
Reduced
12
Est. −$4.43M
Sold out
4
Est. −$1.00M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Ftse Developed Markets ETF921943858
    16.1%$43.9M
  2. Vanguard Morningstar Growth ETF922908736
    14.0%$38.1M
  3. Vanguard Morningstar Value ETF922908744
    10.6%$29.0M
  4. Vanguard Total International Bond ETF92203J407
    9.8%$26.8M
  5. Vanguard Short-Term Bond ETF921937827
    7.7%$21.0M

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Morningstar Growth ETF922908736
    +$32.0MAdded
  2. Vanguard Total International Bond ETF92203J407
    +$4.94MAdded
  3. Schwab U.S. Large-Cap ETF808524201
    +$1.42MAdded
  4. Vanguard Ftse Developed Markets ETF921943858
    +$1.29MAdded
  5. Vanguard Short-Term Bond ETF921937827
    +$1.28MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard Morningstar Growth ETF922908736
    +0.81 pp13.2% → 14.0%
  2. Vanguard Total International Bond ETF92203J407
    +0.71 pp9.1% → 9.8%
  3. Schwab U.S. Large-Cap ETF808524201
    +0.52 pp0.6% → 1.1%
  4. Nushares ETF Tr67092P201
    +0.22 pp1.6% → 1.8%
  5. Vanguard S&P 500 ETF922908363
    +0.20 pp0.6% → 0.8%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Tr46435G672
    −$3.49MReduced
  2. XOMExxonMobil Holdings Corp
    −$838.0KSold outHistory
  3. Vanguard Total Bond Market ETF921937835
    −$648.0KReduced
  4. WMTWalmart Inc.
    −$122.8KReducedHistory
  5. KNSLKinsale Capital Group, Inc.
    −$67.0KSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr46435G672
    −1.48 pp1.7% → 0.2%
  2. XOMExxonMobil Holdings Corp
    −0.35 pp0.4% → 0.0%History
  3. Vanguard Total Bond Market ETF921937835
    −0.31 pp0.6% → 0.3%
  4. Nushares ETF Tr67092P870
    −0.17 pp1.2% → 1.0%
  5. Nushares ETF Tr67092P805
    −0.11 pp3.2% → 3.1%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$272.1M
+$34.8M (+14.7%) vs. prior quarter
Positions
942
+782 vs. prior quarter
Top 10 concentration
79.7%
Top 10 as share of value
Turnover
2.1%
Q2 2026, one quarter
Average holding period
18.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $272.1M (Q2 2026)

Q4 2021: $136.0MQ1 2022: $135.1MQ2 2022: $122.5MQ3 2022: $114.8MQ4 2022: $128.5MQ1 2023: $139.1MQ2 2023: $141.7MQ3 2023: $138.2MQ4 2023: $156.6MQ1 2024: $169.4MQ2 2024: $174.0MQ3 2024: $183.7MQ4 2024: $183.0MQ1 2025: $190.0MQ2 2025: $204.0MQ3 2025: $222.4MQ4 2025: $230.9MQ1 2026: $237.3MQ2 2026: $272.1M
Q4 2021Q2 2026
13F filings of Evolution Advisers, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 31, 2026942$272.1MVanguard Ftse Developed Markets ETFVanguard Morningstar Growth ETFVanguard Morningstar Value ETFvs. Q1 2026SEC
Q1 2026May 1, 2026160$237.3MVanguard Ftse Developed Markets ETFVanguard Morningstar Growth ETFVanguard Morningstar Value ETFvs. Q4 2025SEC
Q4 2025Jan 23, 2026168$230.9MVanguard Ftse Developed Markets ETFVanguard Morningstar Growth ETFVanguard Morningstar Value ETFvs. Q3 2025SEC
Q3 2025Jan 23, 2026160$222.4MVanguard Ftse Developed Markets ETFVanguard Morningstar Growth ETFVanguard Morningstar Value ETFvs. Q2 2025SEC
Q2 2025Jul 25, 2025155$204.0MVanguard Ftse Developed Markets ETFVanguard Morningstar Growth ETFVanguard Morningstar Value ETFvs. Q1 2025SEC
Q1 2025May 9, 2025160$190.0MVanguard Ftse Developed Markets ETFVanguard Morningstar Growth ETFVanguard Morningstar Value ETFvs. Q4 2024SEC
Q4 2024Jan 29, 2025183$183.0MVanguard Morningstar Growth ETFVanguard Ftse Developed Markets ETFVanguard Morningstar Value ETFvs. Q3 2024SEC
Q3 2024Oct 18, 2024196$183.7MVanguard Ftse Developed Markets ETFVanguard Morningstar Growth ETFVanguard Morningstar Value ETFvs. Q2 2024SEC
Q2 2024Jul 26, 2024186$174.0MVanguard Morningstar Growth ETFVanguard Ftse Developed Markets ETFVanguard Total International Bond ETFvs. Q1 2024SEC
Q1 2024May 3, 2024184$169.4MVanguard Ftse Developed Markets ETFVanguard Morningstar Growth ETFVanguard Morningstar Value ETFvs. Q4 2023SEC
Q4 2023Feb 2, 2024221$156.6MVanguard Ftse Developed Markets ETFVanguard Morningstar Growth ETFVanguard Morningstar Value ETFvs. Q3 2023SEC
Q3 2023Oct 20, 2023142$138.2MVanguard Ftse Developed Markets ETFVanguard Morningstar Growth ETFVanguard Morningstar Value ETFvs. Q2 2023SEC
Q2 2023Jul 14, 2023166$141.7MVanguard Ftse Developed Markets ETFVanguard Morningstar Growth ETFVanguard Morningstar Value ETFvs. Q1 2023SEC
Q1 2023May 5, 2023158$139.1MVanguard Ftse Developed Markets ETFVanguard Morningstar Growth ETFVanguard Morningstar Value ETFvs. Q4 2022SEC
Q4 2022Jan 30, 2023150$128.5MVanguard Ftse Developed Markets ETFVanguard Morningstar Value ETFVanguard Morningstar Growth ETFvs. Q3 2022SEC
Q3 2022Nov 1, 2022148$114.8MVanguard Ftse Developed Markets ETFVanguard Morningstar Growth ETFVanguard Morningstar Value ETFvs. Q2 2022SEC
Q2 2022Jul 22, 2022149$122.5MVanguard Ftse Developed Markets ETFVanguard Morningstar Value ETFVanguard Morningstar Growth ETFvs. Q1 2022SEC
Q1 2022May 4, 2022144$135.1MVanguard Ftse Developed Markets ETFVanguard Morningstar Growth ETFVanguard Morningstar Value ETFvs. Q4 2021SEC
Q4 2021Feb 9, 2022148$136.0MVanguard Morningstar Growth ETFVanguard Ftse Developed Markets ETFVanguard Morningstar Value ETF–SEC