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Portfolio (Quarterly) Guide ↗

Evolution Advisers, Inc.

· CIK 0001906967
13F Portfolio $231M AUM 170 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 13 New 28 Added 11 Reduced 3 Exited
Page 7 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 1,006.0 $19K 0.01% $18.89 -7.6%
122 AMTM AMENTUM HOLDINGS INC Industrials 636.0 $18K 0.01% $28.30 -26.9%
123 SCHB SCHWAB STRATEGIC TR 657.0 $17K 0.01% $25.88 +11.1%
124 VBIL VANGUARD INSTL INDEX FD 220.0 $16K 0.01% $72.73 +4.0%
125 MO ALTRIA GROUP INC Consumer Defensive 274.0 $15K 0.01% $54.74 +35.6%
126 CVX CHEVRON CORP NEW Energy 100.0 $15K 0.01% $150.00 +24.9%
127 GEV GE VERNOVA INC Utilities 23.0 $15K 0.01% $652.17 +62.2%
128 QQQ INVESCO QQQ TR Financial Services 25.0 $15K 0.01% $600.00 +15.9%
129 IWD ISHARES TR 71.0 $14K 0.01% $197.18 +25.8%
130 CRM SALESFORCE INC Technology 50.0 $13K 0.01% $260.00 -34.3%
131 T AT&T INC Communication Services 494.0 $12K 0.01% $24.29 -10.3%
132 SCHV SCHWAB STRATEGIC TR 420.0 $12K 0.01% NEW $28.57 +18.3%
133 TSLA TESLA INC Consumer Cyclical 27.0 $12K 0.01% -165.0 -85.9% $444.44 -14.3%
134 DHR DANAHER CORPORATION Healthcare 50.0 $11K 0.01% $220.00 -7.3%
135 DIS DISNEY WALT CO Communication Services 100.0 $11K 0.01% $110.00 -11.2%
136 METV LISTED FDS TR 600.0 $11K 0.01% $18.33 +2.3%
137 GLD SPDR GOLD TR Financial Services 28.0 $11K 0.01% NEW $392.86 -6.2%
138 VNQ VANGUARD INDEX FDS 116.0 $10K 0.00% +96.0 +480.0% $86.21 +16.0%
139 DFSV DIMENSIONAL ETF TRUST 282.0 $9K 0.00% NEW $31.91 +23.8%
140 F FORD MTR CO Consumer Cyclical 700.0 $9K 0.00% $12.86 +10.6%
Page 7 of 9  ·  170 positions

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 29.6%
Technology 21.5%
Industrials 10.7%
Consumer Defensive 7.5%
Consumer Cyclical 6.5%
Energy 6.5%
Communication Services 6.3%
Utilities 5.3%
Healthcare 5.2%
Basic Materials 0.8%