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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 59.80% of Evolution Advisers's stock portfolio.
Added to shares of these 10 stocks: GNW, BNDX, BIV, BSV, BLV, VMBS, NUDM, VTI, VTEB, NULV.
Started 1 new stock position in MTZ.
Reduced shares in these 10 stocks: VUG, VTV, VEA, BNDW, IAGG, VB, VWO, VOO, AAPL, UNP.
Sold out of its positions in AMT, CRC, DUK, MRK, SO, VLO.
Evolution Advisers was a net seller of stock by $-3.6M.
Evolution Advisers has $204M in assets under management (AUM), dropping by 7.35%.
Central Index Key (CIK): 0001906967

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Portfolio Holdings for Evolution Advisers

Evolution Advisers holds 156 positions in its portfolio as reported in the June 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)	15.5	$32M	-2%	556k	57.01	View chart
Vanguard Index Fds Growth Etf (VUG)	14.5	$30M	-8%	68k	438.91	View chart
Vanguard Index Fds Value Etf (VTV)	11.0	$22M	-4%	126k	177.70	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	10.8	$22M	+2%	444k	49.51	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	8.0	$16M		207k	78.70	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	6.0	$12M		246k	49.46	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	4.5	$9.2M		200k	46.34	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	4.2	$8.5M	+2%	122k	69.54	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.4	$6.9M	-3%	29k	237.77	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	3.3	$6.8M	+5%	88k	77.34	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	3.2	$6.5M		183k	35.49	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	1.5	$3.0M		32k	93.92	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	1.3	$2.6M		116k	22.25	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	1.3	$2.6M		61k	41.91	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	1.0	$2.0M		61k	33.20	View chart
Genworth Finl Com Shs (GNW)	0.8	$1.7M	+126%	218k	7.84	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.7	$1.5M		24k	62.14	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$1.4M	-3%	2.4k	569.44	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$1.4M		56k	24.44	View chart
Apple (AAPL)	0.5	$1.1M	-4%	5.3k	205.09	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$777k		16k	48.99	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$680k		2.4k	284.64	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.3	$650k		16k	40.74	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$610k		8.8k	68.98	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$597k		17k	35.79	View chart
Exxon Mobil Corporation (XOM)	0.3	$521k		4.8k	107.78	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$518k		1.8k	285.87	View chart
Union Pacific Corporation (UNP)	0.2	$469k	-6%	2.0k	229.68	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$439k		905.00	485.08	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$397k		1.4k	280.57	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$354k		4.5k	79.48	View chart
Wells Fargo & Company (WFC)	0.2	$347k	-2%	4.3k	80.06	View chart
Wal-Mart Stores (WMT)	0.2	$338k		3.5k	97.80	View chart
Old Republic International Corporation (ORI)	0.1	$295k	-2%	7.7k	38.40	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$262k		2.0k	128.31	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$250k		11k	22.05	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$243k		1.8k	132.86	View chart
NiSource (NI)	0.1	$239k		5.9k	40.29	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$229k		1.3k	176.15	View chart
Amazon (AMZN)	0.1	$228k		1.0k	218.60	View chart
Kimberly-Clark Corporation (KMB)	0.1	$203k	-2%	1.6k	129.55	View chart
Microsoft Corporation (MSFT)	0.1	$194k		390.00	497.44	View chart
JPMorgan Chase & Co. (JPM)	0.1	$188k		651.00	288.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$186k	+15%	39k	4.75	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$177k		7.6k	23.18	View chart
Curtiss-Wright (CW)	0.1	$171k		350.00	488.57	View chart
Home Depot (HD)	0.1	$161k		440.00	365.91	View chart
Markel Corporation (MKL)	0.1	$152k		76.00	2000.00	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$149k		5.0k	30.06	View chart
Hca Holdings (HCA)	0.1	$136k	-8%	355.00	383.10	View chart
Visa Com Cl A (V)	0.1	$135k		381.00	354.33	View chart
Teledyne Technologies Incorporated (TDY)	0.1	$128k		250.00	512.00	View chart
Broadcom (AVGO)	0.1	$124k		450.00	275.56	View chart
Stryker Corporation (SYK)	0.1	$118k		300.00	393.33	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$117k		4.2k	27.92	View chart
Mastercard Incorporated Cl A (MA)	0.1	$115k		205.00	560.98	View chart
Truist Financial Corp equities (TFC)	0.1	$113k		75k	1.51	View chart
Dominion Resources (D)	0.1	$111k		2.0k	56.43	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$110k		1.6k	66.71	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$110k		179.00	614.53	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$106k		600.00	176.67	View chart
Cisco Systems (CSCO)	0.0	$100k		1.4k	69.01	View chart
Kinsale Cap Group (KNSL)	0.0	$96k		199.00	482.41	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$95k		498.00	190.76	View chart
Lowe's Companies (LOW)	0.0	$91k		413.00	220.34	View chart
Anthem (ELV)	0.0	$91k		236.00	385.59	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$88k		3.0k	29.02	View chart
Procter & Gamble Company (PG)	0.0	$86k	-12%	543.00	158.38	View chart
Capital One Financial (COF)	0.0	$84k		398.00	211.06	View chart
Oracle Corporation (ORCL)	0.0	$83k		380.00	218.42	View chart
Tesla Motors (TSLA)	0.0	$79k		251.00	314.74	View chart
SEI Investments Company (SEIC)	0.0	$78k		873.00	89.35	View chart
Jacobs Engineering Group (J)	0.0	$78k		600.00	130.00	View chart
Constellation Energy (CEG)	0.0	$75k		232.00	323.28	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$71k		1.7k	41.79	View chart
T. Rowe Price (TROW)	0.0	$70k		728.00	96.15	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.0	$70k	-81%	1.0k	68.90	View chart
Pepsi (PEP)	0.0	$69k		526.00	131.18	View chart
Thermo Fisher Scientific (TMO)	0.0	$64k		160.00	400.00	View chart
Hershey Company (HSY)	0.0	$63k		381.00	165.35	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$62k		100.00	620.00	View chart
Johnson & Johnson (JNJ)	0.0	$61k	-10%	402.00	151.74	View chart
Lockheed Martin Corporation (LMT)	0.0	$61k		132.00	462.12	View chart
McKesson Corporation (MCK)	0.0	$60k		83.00	722.89	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$57k		192.00	296.88	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$57k		650.00	87.69	View chart
Amgen (AMGN)	0.0	$55k		200.00	275.00	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$54k		2.2k	25.05	View chart
Automatic Data Processing (ADP)	0.0	$54k		176.00	306.82	View chart
Nutrien (NTR)	0.0	$50k		867.00	57.67	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$49k		456.00	107.46	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$48k		444.00	108.11	View chart
Adobe Systems Incorporated (ADBE)	0.0	$46k		119.00	386.55	View chart
Phillips 66 (PSX)	0.0	$44k	-6%	373.00	117.96	View chart
Eaton Corp SHS (ETN)	0.0	$44k		126.00	349.21	View chart
Unilever Spon Adr New (UL)	0.0	$42k		700.00	60.00	View chart
Fortinet (FTNT)	0.0	$41k		390.00	105.13	View chart
PPL Corporation (PPL)	0.0	$41k		1.2k	33.52	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$41k	-87%	822.00	49.88	View chart
Cintas Corporation (CTAS)	0.0	$40k		180.00	222.22	View chart
Paychex (PAYX)	0.0	$40k		275.00	145.45	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$37k		759.00	48.75	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$35k		565.00	61.95	View chart
Starbucks Corporation (SBUX)	0.0	$35k		383.00	91.38	View chart
Exelon Corporation (EXC)	0.0	$33k		760.00	43.42	View chart
Honeywell International (HON)	0.0	$31k		136.00	227.94	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$30k		54.00	555.56	View chart
International Business Machines (IBM)	0.0	$29k	-8%	100.00	290.00	View chart
Costco Wholesale Corporation (COST)	0.0	$27k		28.00	964.29	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$26k		424.00	61.32	View chart
Church & Dwight (CHD)	0.0	$26k		278.00	93.53	View chart
Ge Aerospace Com New (GE)	0.0	$24k		95.00	252.63	View chart
UnitedHealth (UNH)	0.0	$23k		75.00	306.67	View chart
Williams-Sonoma (WSM)	0.0	$21k		132.00	159.09	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$21k		199.00	105.53	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$18k		300.00	60.00	View chart
At&t (T)	0.0	$17k	-7%	594.00	28.62	View chart
Altria (MO)	0.0	$16k		274.00	58.39	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$15k		657.00	22.83	View chart
Amentum Holdings (AMTM)	0.0	$15k	+6%	636.00	23.58	View chart
Chevron Corporation (CVX)	0.0	$14k	-33%	100.00	140.00	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$13k		1.0k	12.92	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$13k		71.00	183.10	View chart
salesforce (CRM)	0.0	$13k		50.00	260.00	View chart
Walt Disney Company (DIS)	0.0	$12k		100.00	120.00	View chart
Ge Vernova (GEV)	0.0	$12k		23.00	521.74	View chart
American Water Works (AWK)	0.0	$11k		80.00	137.50	View chart
Listed Fd Tr Roundhill Ball (METV)	0.0	$10k		600.00	16.67	View chart
Danaher Corporation (DHR)	0.0	$9.0k		50.00	180.00	View chart
Acushnet Holdings Corp (GOLF)	0.0	$7.0k		103.00	67.96	View chart
United Parcel Service CL B (UPS)	0.0	$7.0k		79.00	88.61	View chart
Ford Motor Company (F)	0.0	$7.0k		700.00	10.00	View chart
Extra Space Storage (EXR)	0.0	$7.0k		50.00	140.00	View chart
Verizon Communications (VZ)	0.0	$6.0k		157.00	38.22	View chart
Ares Capital Corporation (ARCC)	0.0	$6.0k		318.00	18.87	View chart
Bank of America Corporation (BAC)	0.0	$5.0k		125.00	40.00	View chart
Synchrony Financial (SYF)	0.0	$4.0k		74.00	54.05	View chart
Baxter International (BAX)	0.0	$3.0k		100.00	30.00	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
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.0	$1.0k		18.00	55.56	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$1.0k		20.00	50.00	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$1.0k		20.00	50.00	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.0	$1.0k		80.00	12.50	View chart
MasTec (MTZ)	0.0	$999.999900	NEW	9.00	111.11	View chart
Coca-Cola Company (KO)	0.0	$0	-92%	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 Ser Tr Portfolio S&p400 (SPMD)	0.0	$0		15.00	0.00	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	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
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$0		22.00	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 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
Evolution Advisers 2021 Q4 filed Feb. 9, 2022

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