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Evolution Advisers

Latest statistics and disclosures from Evolution Advisers's latest quarterly 13F-HR filing:

Top 5 stock holdings are VEA, VUG, VTV, BNDX, BSV, and represent 59.67% of Evolution Advisers's stock portfolio.
Added to shares of these 10 stocks: IAGG, VEA, BSV, VUG, BND, VTV, VWO, VMBS, BIV, VB.
Started 12 new stock positions in ISCV, SCHV, MS, DFSV, LQD, JNK, SCHH, DFIV, VNQI, GLD. VGT, CHGX.
Reduced shares in these 10 stocks: BNDX, HCA, BLV, TSLA, MSFT, HD, Unilever, COF, , .
Sold out of its positions in ADBE, Total, Unilever.
Evolution Advisers was a net buyer of stock by $7.3M.
Evolution Advisers has $231M in assets under management (AUM), dropping by 3.85%.
Central Index Key (CIK): 0001906967

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Portfolio Holdings for Evolution Advisers

Evolution Advisers holds 170 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	16.3	$38M	+2%	601k	62.47	View chart
Vanguard Index Fds Growth Etf (VUG)	15.0	$35M	+2%	71k	487.86	View chart
Vanguard Index Fds Value Etf (VTV)	10.9	$25M	+2%	132k	190.99	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	9.6	$22M	-2%	458k	48.32	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	8.0	$18M	+4%	233k	78.81	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	6.1	$14M	+4%	264k	53.76	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	4.4	$10M	+4%	217k	47.08	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	3.9	$8.9M		128k	69.51	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.6	$8.2M	+3%	32k	257.92	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	3.5	$8.1M	+5%	104k	77.88	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	2.9	$6.8M	+3%	188k	36.20	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	1.3	$3.1M		32k	97.77	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	1.2	$2.8M		124k	22.35	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	1.2	$2.8M		61k	45.05	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	1.0	$2.3M	+4%	63k	35.56	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.8	$1.8M	+4338%	37k	50.00	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.7	$1.6M		24k	66.50	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$1.6M	+5%	59k	26.89	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$1.6M		2.5k	626.90	View chart
Apple (AAPL)	0.6	$1.5M		5.4k	271.82	View chart
Genworth Finl Com Shs (GNW)	0.5	$1.1M		122k	9.03	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$869k	+9%	17k	50.27	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$747k	+50360%	10k	74.02	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.3	$715k		16k	44.61	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$669k		8.9k	75.38	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$667k		2.4k	279.20	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$660k		17k	39.57	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$657k	+16%	2.1k	314.81	View chart
Exxon Mobil Corporation (XOM)	0.3	$596k		5.0k	120.28	View chart
Union Pacific Corporation (UNP)	0.2	$472k		2.0k	231.15	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$454k		905.00	501.66	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$425k		1.4k	312.73	View chart
Wal-Mart Stores (WMT)	0.2	$421k		3.8k	111.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$404k		1.4k	289.81	View chart
Wells Fargo & Company (WFC)	0.2	$403k		4.3k	92.99	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$365k	+2%	4.6k	79.73	View chart
Old Republic International Corporation (ORI)	0.2	$350k		7.7k	45.56	View chart
Amazon (AMZN)	0.2	$349k	+46%	1.5k	230.21	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$291k		2.1k	140.85	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$277k	+7%	12k	23.96	View chart
NiSource (NI)	0.1	$247k		5.9k	41.64	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$240k		1.7k	143.03	View chart
JPMorgan Chase & Co. (JPM)	0.1	$209k		651.00	321.04	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$205k	+15%	8.8k	23.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$200k		39k	5.10	View chart
Curtiss-Wright (CW)	0.1	$192k		350.00	548.57	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$188k		600.00	313.33	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$175k	+10%	5.4k	32.56	View chart
Markel Corporation (MKL)	0.1	$166k		77.00	2155.84	View chart
Kimberly-Clark Corporation (KMB)	0.1	$160k		1.6k	102.11	View chart
Microsoft Corporation (MSFT)	0.1	$157k	-31%	326.00	481.60	View chart
Broadcom (AVGO)	0.1	$155k		450.00	344.44	View chart
Visa Com Cl A (V)	0.1	$133k		381.00	349.08	View chart
Teledyne Technologies Incorporated (TDY)	0.1	$127k		250.00	508.00	View chart
Lowe's Companies (LOW)	0.1	$126k		522.00	241.38	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$126k		4.2k	30.06	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$122k		179.00	681.56	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$121k		1.6k	73.38	View chart
Dominion Resources (D)	0.0	$115k		2.0k	58.46	View chart
Mastercard Incorporated Cl A (MA)	0.0	$112k	-3%	197.00	568.53	View chart
Cisco Systems (CSCO)	0.0	$111k		1.4k	76.60	View chart
Stryker Corporation (SYK)	0.0	$105k		300.00	350.00	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$104k		498.00	208.84	View chart
Thermo Fisher Scientific (TMO)	0.0	$92k		160.00	575.00	View chart
Home Depot (HD)	0.0	$89k	-40%	260.00	342.31	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$85k		2.6k	32.47	View chart
Johnson & Johnson (JNJ)	0.0	$83k		403.00	205.96	View chart
Constellation Energy (CEG)	0.0	$82k		232.00	353.45	View chart
Anthem (ELV)	0.0	$82k		236.00	347.46	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$81k	+33%	2.9k	28.28	View chart
Jacobs Engineering Group (J)	0.0	$79k		600.00	131.67	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$79k		1.7k	46.50	View chart
Kinsale Cap Group (KNSL)	0.0	$77k		199.00	386.93	View chart
Pepsi (PEP)	0.0	$76k		526.00	144.49	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.0	$75k		1.1k	68.12	View chart
T. Rowe Price (TROW)	0.0	$74k		728.00	101.65	View chart
Oracle Corporation (ORCL)	0.0	$74k		380.00	194.74	View chart
Truist Financial Corp equities (TFC)	0.0	$73k		74k	0.99	View chart
SEI Investments Company (SEIC)	0.0	$71k		873.00	81.33	View chart
Hershey Company (HSY)	0.0	$69k		381.00	181.10	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$68k		100.00	680.00	View chart
McKesson Corporation (MCK)	0.0	$68k		83.00	819.28	View chart
Tcw Etf Trust High Yield Bond (HYBX)	0.0	$67k		2.2k	29.84	View chart
Amgen (AMGN)	0.0	$65k		200.00	325.00	View chart
Lockheed Martin Corporation (LMT)	0.0	$63k		132.00	477.27	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$61k		650.00	93.85	View chart
Capital One Financial (COF)	0.0	$56k	-41%	232.00	241.38	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$53k		444.00	119.37	View chart
Nutrien (NTR)	0.0	$53k		867.00	61.13	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$52k		759.00	68.51	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$51k		192.00	265.62	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$49k		456.00	107.46	View chart
Phillips 66 (PSX)	0.0	$48k		373.00	128.69	View chart
Automatic Data Processing (ADP)	0.0	$45k		176.00	255.68	View chart
PPL Corporation (PPL)	0.0	$42k		1.2k	34.34	View chart
Ea Series Trust Stance Sustainab (CHGX)	0.0	$41k	NEW	1.5k	27.10	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$41k	NEW	374.00	109.63	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$41k		319.00	128.53	View chart
Eaton Corp SHS (ETN)	0.0	$40k		126.00	317.46	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$37k		565.00	65.49	View chart
Exelon Corporation (EXC)	0.0	$33k		760.00	43.42	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$33k	NEW	45.00	733.33	View chart
Linde SHS (LIN)	0.0	$33k		79.00	417.72	View chart
Cintas Corporation (CTAS)	0.0	$33k		180.00	183.33	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$32k		54.00	592.59	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$32k		206.00	155.34	View chart
Starbucks Corporation (SBUX)	0.0	$32k		383.00	83.55	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$32k	NEW	659.00	48.56	View chart
Fortinet (FTNT)	0.0	$30k		390.00	76.92	View chart
Paychex (PAYX)	0.0	$30k		275.00	109.09	View chart
Ge Aerospace Com New (GE)	0.0	$29k		95.00	305.26	View chart
International Business Machines (IBM)	0.0	$29k		100.00	290.00	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$28k		142.00	197.18	View chart
Honeywell International (HON)	0.0	$26k		136.00	191.18	View chart
UnitedHealth (UNH)	0.0	$24k		75.00	320.00	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$24k		199.00	120.60	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.0	$24k	NEW	249.00	96.39	View chart
Williams-Sonoma (WSM)	0.0	$23k		132.00	174.24	View chart
Church & Dwight (CHD)	0.0	$23k		278.00	82.73	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$20k		300.00	66.67	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$19k		1.0k	18.89	View chart
Amentum Holdings (AMTM)	0.0	$18k		636.00	28.30	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$17k		657.00	25.88	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.0	$16k		220.00	72.73	View chart
Chevron Corporation (CVX)	0.0	$15k		100.00	150.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$15k		25.00	600.00	View chart
Ge Vernova (GEV)	0.0	$15k		23.00	652.17	View chart
Altria (MO)	0.0	$15k		274.00	54.74	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$14k		71.00	197.18	View chart
salesforce (CRM)	0.0	$13k		50.00	260.00	View chart
At&t (T)	0.0	$12k		494.00	24.29	View chart
Tesla Motors (TSLA)	0.0	$12k	-85%	27.00	444.44	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$12k	NEW	420.00	28.57	View chart
Walt Disney Company (DIS)	0.0	$11k		100.00	110.00	View chart
Danaher Corporation (DHR)	0.0	$11k		50.00	220.00	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$11k	NEW	28.00	392.86	View chart
Listed Fds Tr Roundhill Ball (METV)	0.0	$11k		600.00	18.33	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$10k	+480%	116.00	86.21	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$9.0k	NEW	457.00	19.69	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$9.0k	NEW	282.00	31.91	View chart
Ford Motor Company (F)	0.0	$9.0k		700.00	12.86	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.0	$8.0k	NEW	130.00	61.54	View chart
Acushnet Holdings Corp (GOLF)	0.0	$8.0k		103.00	77.67	View chart
United Parcel Service CL B (UPS)	0.0	$7.0k		79.00	88.61	View chart
Verizon Communications (VZ)	0.0	$6.0k		157.00	38.22	View chart
Synchrony Financial (SYF)	0.0	$6.0k		74.00	81.08	View chart
Bank of America Corporation (BAC)	0.0	$6.0k		125.00	48.00	View chart
Extra Space Storage (EXR)	0.0	$6.0k		50.00	120.00	View chart
Ares Capital Corporation (ARCC)	0.0	$6.0k		318.00	18.87	View chart
Hca Holdings (HCA)	0.0	$5.0k	-96%	11.00	454.55	View chart
MasTec (MTZ)	0.0	$3.0k		15.00	200.00	View chart
Ishares Tr Global 100 Etf (IOO)	0.0	$2.0k		19.00	105.26	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$2.0k		17.00	117.65	View chart
American Water Works (AWK)	0.0	$2.0k	-80%	16.00	125.00	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.0	$2.0k		18.00	111.11	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$2.0k	NEW	45.00	44.44	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$1.0k		15.00	66.67	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.0	$1.0k		80.00	12.50	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$999.999000		22.00	45.45	View chart
Coca-Cola Company (KO)	0.0	$0		2.00	0.00	View chart
Costco Wholesale Corporation (COST)	0.0	$0		0	0.00	View chart
Morgan Stanley Com New (MS)	0.0	$0	NEW	2.00	0.00	View chart
Nike CL B (NKE)	0.0	$0		2.00	0.00	View chart
Applied Materials (AMAT)	0.0	$0		0	0.00	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.0	$0		15.00	0.00	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$0		17.00	0.00	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	0.0	$0		17.00	0.00	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.0	$0		2.00	0.00	View chart
Ishares Tr Self Drivng Ev (IDRV)	0.0	$0		5.00	0.00	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$0		79.00	0.00	View chart

Past Filings by Evolution Advisers

SEC 13F filings are viewable for Evolution Advisers going back to 2021

Evolution Advisers 2025 Q3 filed Jan. 23, 2026
Evolution Advisers 2025 Q4 filed Jan. 23, 2026
Evolution Advisers 2025 Q2 filed July 25, 2025
Evolution Advisers 2025 Q1 filed May 9, 2025
Evolution Advisers 2024 Q4 filed Jan. 29, 2025
Evolution Advisers 2024 Q3 filed Oct. 18, 2024
Evolution Advisers 2024 Q2 filed July 26, 2024
Evolution Advisers 2024 Q1 filed May 3, 2024
Evolution Advisers 2023 Q4 filed Feb. 2, 2024
Evolution Advisers 2023 Q3 filed Oct. 20, 2023
Evolution Advisers 2023 Q2 filed July 14, 2023
Evolution Advisers 2023 Q1 filed May 5, 2023
Evolution Advisers 2022 Q4 filed Jan. 30, 2023
Evolution Advisers 2022 Q3 filed Nov. 1, 2022
Evolution Advisers 2022 Q2 filed July 22, 2022
Evolution Advisers 2022 Q1 filed May 4, 2022

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