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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 60.53% of Evolution Advisers's stock portfolio.
Added to shares of these 10 stocks: BNDX, NULV, BSV, HCA, NUBD, BIV, AVGO, VWO, NUDM, CTAS.
Started 12 new stock positions in Grayscale Bitcoin Mini Trust BTC, SPSM, DFAS, SPLG, QUAL, VFMF, DFUS, SPYG, SPDW, SCHD. Smurfit WestRock, Amentum Holdings.
Reduced shares in these 10 stocks: VUG, VTV, VB, BLV, TSLA, VMBS, VEA, SCHZ, XMMO, VT.
Sold out of its positions in XMMO, PFG, PRA, VOOG, VOOV, WRK.
Evolution Advisers was a net seller of stock by $-44k.
Evolution Advisers has $184M in assets under management (AUM), dropping by 5.59%.
Central Index Key (CIK): 0001906967

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Portfolio Holdings for Evolution Advisers

Evolution Advisers holds 196 positions in its portfolio as reported in the September 2024 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)	15.2	$28M		528k	52.81	View chart
Vanguard Index Fds Growth Etf (VUG)	14.5	$27M		69k	383.92	View chart
Vanguard Index Fds Value Etf (VTV)	11.7	$22M		123k	174.57	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	11.4	$21M		418k	50.28	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	7.8	$14M		181k	78.69	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	6.0	$11M		232k	47.85	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	4.9	$8.9M		189k	47.21	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	4.5	$8.2M		109k	75.17	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.4	$6.2M	-2%	26k	237.21	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	3.2	$5.9M		76k	78.36	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	2.6	$4.7M		141k	33.65	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	1.4	$2.7M		32k	82.62	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	1.3	$2.4M	+15%	56k	41.71	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.8	$1.5M		48k	31.02	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.8	$1.4M		24k	58.31	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.8	$1.4M	+7%	62k	22.69	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$1.3M		19k	67.84	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$1.3M		2.5k	527.32	View chart
Apple (AAPL)	0.7	$1.3M		5.5k	232.83	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$1.0M		20k	51.08	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.4	$661k		15k	42.82	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$623k		2.6k	243.36	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$571k		17k	34.23	View chart
Exxon Mobil Corporation (XOM)	0.3	$567k		4.8k	117.17	View chart
Union Pacific Corporation (UNP)	0.3	$537k		2.2k	246.22	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$419k		912.00	459.43	View chart
Wells Fargo & Company (WFC)	0.2	$381k		6.7k	56.47	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$377k		5.8k	64.65	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$353k		4.5k	79.25	View chart
Old Republic International Corporation (ORI)	0.2	$339k		9.6k	35.37	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$303k	-9%	2.5k	119.62	View chart
Kimberly-Clark Corporation (KMB)	0.2	$283k		2.0k	142.21	View chart
Wal-Mart Stores (WMT)	0.2	$280k		3.5k	80.67	View chart
Genworth Finl Com Shs (GNW)	0.2	$277k		41k	6.74	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$237k	-3%	1.8k	128.18	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$233k	-2%	5.7k	41.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$224k		1.4k	165.56	View chart
NiSource (NI)	0.1	$205k		5.9k	34.56	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$198k	+3%	34k	5.89	View chart
Hca Holdings (HCA)	0.1	$189k	+430%	467.00	404.71	View chart
Home Depot (HD)	0.1	$183k		452.00	404.87	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$181k	-26%	3.8k	47.41	View chart
Microsoft Corporation (MSFT)	0.1	$167k	-3%	390.00	428.21	View chart
Amazon (AMZN)	0.1	$145k		781.00	185.66	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$144k	-4%	5.0k	29.05	View chart
JPMorgan Chase & Co. (JPM)	0.1	$138k		657.00	210.05	View chart
Lowe's Companies (LOW)	0.1	$125k		463.00	269.98	View chart
Anthem (ELV)	0.1	$122k		236.00	516.95	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$121k	+16%	1.9k	62.86	View chart
Truist Financial Corp equities (TFC)	0.1	$117k		75k	1.56	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$116k		1.4k	83.04	View chart
Markel Corporation (MKL)	0.1	$115k		73.00	1575.34	View chart
Curtiss-Wright (CW)	0.1	$115k		350.00	328.57	View chart
Dominion Resources (D)	0.1	$114k		2.0k	57.81	View chart
Teledyne Technologies Incorporated (TDY)	0.1	$109k		250.00	436.00	View chart
Stryker Corporation (SYK)	0.1	$108k		300.00	360.00	View chart
Visa Com Cl A (V)	0.1	$104k		381.00	272.97	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$104k		628.00	165.61	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$102k		179.00	569.83	View chart
Mastercard Incorporated Cl A (MA)	0.1	$101k		205.00	492.68	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$100k	+14%	1.5k	65.88	View chart
Thermo Fisher Scientific (TMO)	0.1	$98k		160.00	612.50	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$96k	+5%	930.00	103.23	View chart
Procter & Gamble Company (PG)	0.1	$93k		540.00	172.22	View chart
Kinsale Cap Group (KNSL)	0.1	$92k		199.00	462.31	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$90k		498.00	180.72	View chart
Pepsi (PEP)	0.0	$89k	-2%	526.00	169.20	View chart
Tesla Motors (TSLA)	0.0	$87k	-54%	334.00	260.48	View chart
T. Rowe Price (TROW)	0.0	$78k		721.00	108.18	View chart
Jacobs Engineering Group (J)	0.0	$78k		600.00	130.00	View chart
Lockheed Martin Corporation (LMT)	0.0	$77k		132.00	583.33	View chart
Broadcom (AVGO)	0.0	$77k	+900%	450.00	171.11	View chart
Cisco Systems (CSCO)	0.0	$76k		1.4k	52.70	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.0	$73k	-24%	1.0k	70.06	View chart
Hershey Company (HSY)	0.0	$72k		380.00	189.47	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$67k		1.7k	39.44	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$67k	-10%	192.00	348.96	View chart
Johnson & Johnson (JNJ)	0.0	$66k		412.00	160.19	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$65k		114.00	570.18	View chart
Oracle Corporation (ORCL)	0.0	$64k		380.00	168.42	View chart
Amgen (AMGN)	0.0	$64k		200.00	320.00	View chart
Adobe Systems Incorporated (ADBE)	0.0	$61k		119.00	512.61	View chart
Constellation Energy (CEG)	0.0	$60k		232.00	258.62	View chart
SEI Investments Company (SEIC)	0.0	$60k		873.00	68.73	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$55k	-4%	1.1k	51.02	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$54k		650.00	83.08	View chart
Capital One Financial (COF)	0.0	$52k	-24%	351.00	148.15	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$51k		444.00	114.86	View chart
Phillips 66 (PSX)	0.0	$50k		383.00	130.55	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$49k		456.00	107.46	View chart
Automatic Data Processing (ADP)	0.0	$48k		176.00	272.73	View chart
UnitedHealth (UNH)	0.0	$45k		77.00	584.42	View chart
Unilever Spon Adr New (UL)	0.0	$45k		707.00	63.65	View chart
McKesson Corporation (MCK)	0.0	$41k		83.00	493.98	View chart
Eaton Corp SHS (ETN)	0.0	$41k	-16%	126.00	325.40	View chart
Nutrien (NTR)	0.0	$41k		867.00	47.29	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$40k		155.00	258.06	View chart
PPL Corporation (PPL)	0.0	$39k		1.2k	32.39	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$38k		759.00	50.07	View chart
Cintas Corporation (CTAS)	0.0	$37k	+300%	180.00	205.56	View chart
Starbucks Corporation (SBUX)	0.0	$37k		383.00	96.61	View chart
Paychex (PAYX)	0.0	$36k		275.00	130.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$35k		577.00	60.66	View chart
Costco Wholesale Corporation (COST)	0.0	$31k		36.00	861.11	View chart
Fortinet (FTNT)	0.0	$30k		390.00	76.92	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$30k		54.00	555.56	View chart
Exelon Corporation (EXC)	0.0	$30k		752.00	39.89	View chart
Church & Dwight (CHD)	0.0	$29k	-7%	278.00	104.32	View chart
Honeywell International (HON)	0.0	$28k		136.00	205.88	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$27k		424.00	63.68	View chart
Target Corporation (TGT)	0.0	$22k		142.00	154.93	View chart
International Business Machines (IBM)	0.0	$22k		100.00	220.00	View chart
Williams-Sonoma (WSM)	0.0	$20k	+100%	132.00	151.52	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$20k		76.00	263.16	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$20k		199.00	100.50	View chart
Amentum Holdings	0.0	$19k	NEW	600.00	31.67	View chart
Chevron Corporation (CVX)	0.0	$19k		132.00	143.94	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$18k	+2120%	333.00	54.05	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$18k	+396%	586.00	30.72	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$17k		300.00	56.67	View chart
Ge Aerospace Com New (GE)	0.0	$17k		95.00	178.95	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$14k	NEW	170.00	82.35	View chart
Altria (MO)	0.0	$14k		276.00	50.72	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$13k		71.00	183.10	View chart
Danaher Corporation (DHR)	0.0	$13k		50.00	260.00	View chart
salesforce (CRM)	0.0	$13k		50.00	260.00	View chart
Uber Technologies (UBER)	0.0	$12k		163.00	73.62	View chart
At&t (T)	0.0	$12k		585.00	20.51	View chart
American Water Works (AWK)	0.0	$11k		80.00	137.50	View chart
United Parcel Service CL B (UPS)	0.0	$10k		79.00	126.58	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.0	$9.0k	NEW	143.00	62.94	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$9.0k	NEW	142.00	63.38	View chart
Walt Disney Company (DIS)	0.0	$9.0k	-63%	100.00	90.00	View chart
Extra Space Storage (EXR)	0.0	$9.0k		50.00	180.00	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$8.0k	NEW	137.00	58.39	View chart
Listed Fd Tr Roundhill Ball (METV)	0.0	$8.0k		600.00	13.33	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$7.0k		98.00	71.43	View chart
Ford Motor Company (F)	0.0	$7.0k		700.00	10.00	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$7.0k		101.00	69.31	View chart
Verizon Communications (VZ)	0.0	$6.0k	+2%	152.00	39.47	View chart
Acushnet Holdings Corp (GOLF)	0.0	$6.0k		103.00	58.25	View chart
Ares Capital Corporation (ARCC)	0.0	$6.0k		304.00	19.74	View chart
California Res Corp Com Stock (CRC)	0.0	$5.0k		113.00	44.25	View chart
Ge Vernova (GEV)	0.0	$5.0k		23.00	217.39	View chart
Bank of America Corporation (BAC)	0.0	$4.0k		125.00	32.00	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$4.0k	NEW	109.00	36.70	View chart
Baxter International (BAX)	0.0	$3.0k		100.00	30.00	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.0	$3.0k	NEW	26.00	115.38	View chart
CarMax (KMX)	0.0	$3.0k		43.00	69.77	View chart
Synchrony Financial (SYF)	0.0	$3.0k		74.00	40.54	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$2.0k		256.00	7.81	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$2.0k	NEW	24.00	83.33	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$2.0k	NEW	54.00	37.04	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$2.0k		105.00	19.05	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.0	$1.0k		18.00	55.56	View chart
Ishares Tr Global 100 Etf (IOO)	0.0	$1.0k		19.00	52.63	View chart
Philip Morris International (PM)	0.0	$1.0k		11.00	90.91	View chart
Discover Financial Services (DFS)	0.0	$1.0k		10.00	100.00	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$1.0k		8.00	125.00	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$1.0k		10.00	100.00	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$1.0k		20.00	50.00	View chart
Abbvie (ABBV)	0.0	$1.0k		8.00	125.00	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$1.0k	NEW	10.00	100.00	View chart
Raytheon Technologies Corp (RTX)	0.0	$1.0k		10.00	100.00	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$999.999500		17.00	58.82	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.0	$999.999000		27.00	37.04	View chart
Coca-Cola Company (KO)	0.0	$0		10.00	0.00	View chart
McDonald's Corporation (MCD)	0.0	$0		2.00	0.00	View chart
Abbott Laboratories (ABT)	0.0	$0		8.00	0.00	View chart
Intel Corporation (INTC)	0.0	$0	-95%	16.00	0.00	View chart
Nike CL B (NKE)	0.0	$0		2.00	0.00	View chart
Schlumberger Com Stk (SLB)	0.0	$0		4.00	0.00	View chart
General Dynamics Corporation (GD)	0.0	$0		2.00	0.00	View chart
Dollar Tree (DLTR)	0.0	$0		5.00	0.00	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$0		7.00	0.00	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$0		7.00	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
Shopify Cl A (SHOP)	0.0	$0		5.00	0.00	View chart
Paypal Holdings (PYPL)	0.0	$0		2.00	0.00	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	0.0	$0		17.00	0.00	View chart
Under Armour CL C (UA)	0.0	$0		57.00	0.00	View chart
Ingevity (NGVT)	0.0	$0		7.00	0.00	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.0	$0		27.00	0.00	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.0	$0		5.00	0.00	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.0	$0		23.00	0.00	View chart
Ishares Tr Self Drivng Ev (IDRV)	0.0	$0		5.00	0.00	View chart
Carrier Global Corporation (CARR)	0.0	$0		8.00	0.00	View chart
Otis Worldwide Corp (OTIS)	0.0	$0		4.00	0.00	View chart
Luminar Technologies Com Cl A (LAZR)	0.0	$0		21.00	0.00	View chart
Roblox Corp Cl A (RBLX)	0.0	$0		10.00	0.00	View chart
Olaplex Hldgs (OLPX)	0.0	$0		10.00	0.00	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$0		79.00	0.00	View chart
Grayscale Bitcoin Mini Tr Bt SHS	0.0	$0	NEW	5.00	0.00	View chart
Smurfit Westrock SHS	0.0	$0	NEW	16.00	0.00	View chart

Past Filings by Evolution Advisers

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

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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