account_balance
Investment manager · 13F filer · SEC CIK 1906967
Evolution Advisers, Inc.
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Reported value$277Mas of Sep 30, 2026
Positions61 7 new, 889 sold out
Top 10 weight77.9%VEA alone is 16%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Tax-Managed FDS
15.5%
VUGVanguard Index FDS
14.2%
VTVVanguard Index FDS
10.5%
BNDXVanguard Charlotte FDS
9.4%
BSVVanguard Bd Index FDS
7.8%Added +5%
VWOVanguard Intl Equity Index F
6.2%Added +3%
VMBSVanguard Scottsdale FDS
3.9%
VBVanguard Index FDS
3.6%Added +2%
BLVVanguard Bd Index FDS
3.5%
BIVVanguard Bd Index FDS
3.4%+8%
NUDMNushares ETF Tr
3.0%Added +2%
NULGNushares ETF Tr
1.8%
VEAVanguard Tax-Managed FDS
15.5%
VUGVanguard Index FDS
14.2%
VTVVanguard Index FDS
10.5%
BNDXVanguard Charlotte FDS
9.4%
BSVVanguard Bd Index FDS
7.8%+5%
VWOVanguard Intl Equity Index F
6.2%
VMBSVanguard Scottsdale FDS
3.9%
VB3.6%
BLV3.5%
BIV3.4%
NUDM3.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VEA Vanguard Tax-Managed FDS 15.5% Held
VUG Vanguard Index FDS 14.2% Held
VTV Vanguard Index FDS 10.5% Held
BNDX Vanguard Charlotte FDS 9.4% Held
BSV Vanguard Bd Index FDS 7.8% Added +5%
VWO Vanguard Intl Equity Index F 6.2% Added +3%
VMBS Vanguard Scottsdale FDS 3.9% Held
VB Vanguard Index FDS 3.6% Added +2%
BLV Vanguard Bd Index FDS 3.5% Held
BIV Vanguard Bd Index FDS 3.4% Added +8%
NUDM Nushares ETF Tr 3.0% Added +2%
NULG Nushares ETF Tr 1.8% Added +3%
What changed
Biggest moves since Jun 30, 2026
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