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Portfolio (Quarterly) Guide ↗

Evolution Advisers, Inc.

· CIK 0001906967
13F Portfolio $272M AUM 943 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 792 New 78 Added 19 Reduced 17 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PWV INVESCO EXCHANGE TRADED FD T 23,796.0 $1.8M 0.66% -504.0 -2.1% $75.77 +9.0%
2 BND VANGUARD BD INDEX FDS 9,918.0 $728K 0.27% -174.0 -1.7% $73.40 -2.0%
3 VXUS VANGUARD STAR FDS 8,524.0 $728K 0.27% -351.0 -4.0% $85.41 +3.5%
4 VV VANGUARD INDEX FDS 1,816.0 $624K 0.23% -271.0 -13.0% $343.61 +3.3%
5 IAGG ISHARES TR 11,557.0 $584K 0.21% -25K -68.3% $50.53 -1.6%
6 UNP UNION PAC CORP Industrials 1,957.0 $532K 0.20% -85.0 -4.2% $271.84 +6.5%
7 WMT WALMART INC Consumer Defensive 2,658.0 $301K 0.11% -1K -29.7% $113.24 -5.4%
8 VYM VANGUARD WHITEHALL FDS 1,569.0 $247K 0.09% -109.0 -6.5% $157.43 +4.3%
9 SCHE SCHWAB STRATEGIC TR 4,908.0 $177K 0.07% -466.0 -8.7% $36.06 +4.2%
10 SCHZ SCHWAB STRATEGIC TR 7,636.0 $176K 0.07% -1K -13.3% $23.05 -1.6%
11 PSX PHILLIPS 66 Energy 355.0 $60K 0.02% -18.0 -4.8% $169.01 +50.9%
12 MA MASTERCARD INCORPORATED Financial Services 102.0 $52K 0.02% -95.0 -48.2% $509.80 +13.6%
13 LMT LOCKHEED MARTIN CORP Industrials 87.0 $44K 0.02% -45.0 -34.1% $505.75 +3.9%
14 LIN LINDE PLC Basic Materials 71.0 $36K 0.01% -8.0 -10.1% $507.04 -5.8%
15 IYW ISHARES TR 124.0 $31K 0.01% -18.0 -12.7% $250.00 +1.3%
16 QQQ INVESCO QQQ TR Financial Services 22.0 $16K 0.01% -3.0 -12.0% $727.27 -1.1%
17 IJH ISHARES TR 35.0 $2K 0.00% -530.0 -93.8% $57.14 +32.7%
18 VNQ VANGUARD INDEX FDS 20.0 $1K -96.0 -82.8% $50.00 +92.0%
19 CRM SALESFORCE INC Technology 3.0 -47.0 -94.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 31.5%
Technology 22.5%
Industrials 11.7%
Consumer Cyclical 7.0%
Utilities 6.9%
Consumer Defensive 6.7%
Communication Services 6.5%
Healthcare 5.1%
Energy 1.1%
Basic Materials 0.9%