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Evolution Advisers

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

Top 5 stock holdings are VUG, VEA, VTV, BNDX, BSV, and represent 60.50% of Evolution Advisers's stock portfolio.
Added to shares of these 10 stocks: BND, VOO, VEA, SCHX, BSV, VTV, IAGG, VWO, NUBD, VB.
Started 8 new stock positions in COP, DUK, PFE, IWS, AMAT, ETHU, ITW, IAGG.
Reduced shares in these 10 stocks: VMBS, BLV, VUG, WFC, BIV, ORI, KMB, VOT, TSLA, VT.
Sold out of its positions in FRDM, DFAI, DFAE, DFUS, DFAS, DFS, Grayscale Bitcoin Mini Trust BTC, QUAL, LAZR, SPDW. SPYG, SPLG, SPSM, FNDX, SCHD, SCHR, SCHO, VIG, VFMF, CDC.
Evolution Advisers was a net buyer of stock by $5.7M.
Evolution Advisers has $183M in assets under management (AUM), dropping by -0.36%.
Central Index Key (CIK): 0001906967

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Portfolio Holdings for Evolution Advisers

Evolution Advisers holds 184 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	15.3	$28M		68k	410.44	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	14.3	$26M	+3%	546k	47.82	View chart
Vanguard Index Fds Value Etf (VTV)	11.6	$21M		125k	169.30	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	11.2	$21M		420k	49.05	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	8.1	$15M	+5%	192k	77.27	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	5.7	$11M	+2%	238k	44.04	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	4.1	$7.6M	-11%	167k	45.34	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	3.6	$6.6M	-11%	96k	68.43	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.5	$6.4M		27k	240.26	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	3.0	$5.6M		75k	74.73	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	2.4	$4.3M		143k	30.06	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$2.8M	+109%	5.1k	538.69	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	1.5	$2.8M		32k	85.83	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.4	$2.6M	+37267%	37k	71.90	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	1.2	$2.2M		56k	39.36	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.8	$1.5M	+14%	71k	21.78	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.8	$1.4M		24k	56.87	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.8	$1.4M		47k	29.01	View chart
Apple (AAPL)	0.8	$1.4M		5.5k	250.32	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$1.3M	+191%	56k	23.17	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$1.0M		20k	50.13	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.4	$645k		15k	41.85	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$606k	-6%	2.4k	253.66	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$576k		17k	34.53	View chart
Exxon Mobil Corporation (XOM)	0.3	$521k		4.9k	107.40	View chart
Union Pacific Corporation (UNP)	0.3	$497k		2.2k	227.88	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$413k		912.00	452.85	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$347k		4.5k	77.91	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$343k		5.8k	58.82	View chart
Wells Fargo & Company (WFC)	0.2	$337k	-28%	4.8k	70.03	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$317k	NEW	6.4k	49.76	View chart
Wal-Mart Stores (WMT)	0.2	$313k		3.5k	90.18	View chart
Genworth Finl Com Shs (GNW)	0.2	$287k		41k	6.98	View chart
Old Republic International Corporation (ORI)	0.2	$284k	-17%	7.9k	36.07	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$272k	-8%	2.3k	117.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$256k		1.4k	189.21	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$235k		1.8k	127.10	View chart
Amazon (AMZN)	0.1	$232k	+35%	1.1k	218.87	View chart
NiSource (NI)	0.1	$218k		5.9k	36.75	View chart
Kimberly-Clark Corporation (KMB)	0.1	$210k	-19%	1.6k	130.76	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$209k	+100%	11k	18.44	View chart
Home Depot (HD)	0.1	$175k		452.00	387.17	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$175k	+4%	35k	5.00	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$173k	+100%	7.6k	22.66	View chart
Microsoft Corporation (MSFT)	0.1	$164k		390.00	420.51	View chart
JPMorgan Chase & Co. (JPM)	0.1	$157k		657.00	238.97	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$132k		5.0k	26.63	View chart
Markel Corporation (MKL)	0.1	$128k		74.00	1729.73	View chart
Curtiss-Wright (CW)	0.1	$124k		350.00	354.29	View chart
Visa Com Cl A (V)	0.1	$120k		381.00	314.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$119k		628.00	189.49	View chart
Hca Holdings (HCA)	0.1	$117k	-16%	390.00	300.00	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$116k	+200%	4.2k	27.68	View chart
Teledyne Technologies Incorporated (TDY)	0.1	$116k		250.00	464.00	View chart
Truist Financial Corp equities (TFC)	0.1	$114k		75k	1.52	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$109k	+218%	4.8k	22.58	View chart
Mastercard Incorporated Cl A (MA)	0.1	$108k		205.00	526.83	View chart
Stryker Corporation (SYK)	0.1	$108k		300.00	360.00	View chart
Dominion Resources (D)	0.1	$107k		2.0k	53.77	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$104k		179.00	581.01	View chart
Broadcom (AVGO)	0.1	$104k		450.00	231.11	View chart
Lowe's Companies (LOW)	0.1	$101k	-10%	413.00	244.55	View chart
Tesla Motors (TSLA)	0.1	$101k	-24%	251.00	402.39	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$94k		498.00	188.75	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$94k	-14%	1.6k	57.00	View chart
Kinsale Cap Group (KNSL)	0.1	$92k		199.00	462.31	View chart
Procter & Gamble Company (PG)	0.0	$91k		543.00	167.59	View chart
Anthem (ELV)	0.0	$87k		236.00	368.64	View chart
Cisco Systems (CSCO)	0.0	$85k		1.4k	58.78	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$84k	+226%	3.0k	27.70	View chart
Thermo Fisher Scientific (TMO)	0.0	$83k		160.00	518.75	View chart
T. Rowe Price (TROW)	0.0	$82k		728.00	112.64	View chart
Pepsi (PEP)	0.0	$80k		526.00	152.09	View chart
Jacobs Engineering Group (J)	0.0	$80k		600.00	133.33	View chart
SEI Investments Company (SEIC)	0.0	$72k		873.00	82.47	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.0	$68k	-3%	1.0k	67.80	View chart
Capital One Financial (COF)	0.0	$68k	+9%	384.00	177.08	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$68k		1.7k	40.02	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$67k		192.00	348.96	View chart
Lockheed Martin Corporation (LMT)	0.0	$64k		132.00	484.85	View chart
Hershey Company (HSY)	0.0	$64k		381.00	167.98	View chart
Oracle Corporation (ORCL)	0.0	$63k		380.00	165.79	View chart
Johnson & Johnson (JNJ)	0.0	$59k		412.00	143.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$58k	-12%	100.00	580.00	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$55k	+100%	2.2k	25.51	View chart
Adobe Systems Incorporated (ADBE)	0.0	$52k		119.00	436.97	View chart
Amgen (AMGN)	0.0	$52k		200.00	260.00	View chart
Constellation Energy (CEG)	0.0	$52k		232.00	224.14	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$51k		444.00	114.86	View chart
Automatic Data Processing (ADP)	0.0	$51k		176.00	289.77	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$49k		650.00	75.38	View chart
McKesson Corporation (MCK)	0.0	$47k		83.00	566.27	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$46k		456.00	100.88	View chart
Phillips 66 (PSX)	0.0	$45k	+5%	403.00	111.66	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$45k		759.00	59.29	View chart
Eaton Corp SHS (ETN)	0.0	$41k		126.00	325.40	View chart
Unilever Spon Adr New (UL)	0.0	$40k		707.00	56.58	View chart
PPL Corporation (PPL)	0.0	$39k		1.2k	32.15	View chart
Nutrien (NTR)	0.0	$38k		867.00	43.83	View chart
UnitedHealth (UNH)	0.0	$38k		77.00	493.51	View chart
Paychex (PAYX)	0.0	$38k		275.00	138.18	View chart
Fortinet (FTNT)	0.0	$36k		390.00	92.31	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$35k		577.00	60.66	View chart
Starbucks Corporation (SBUX)	0.0	$34k		383.00	88.77	View chart
Costco Wholesale Corporation (COST)	0.0	$33k		36.00	916.67	View chart
Cintas Corporation (CTAS)	0.0	$32k		180.00	177.78	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$31k	-23%	118.00	262.71	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$30k		54.00	555.56	View chart
Honeywell International (HON)	0.0	$30k		136.00	220.59	View chart
Church & Dwight (CHD)	0.0	$29k		278.00	104.32	View chart
Exelon Corporation (EXC)	0.0	$28k		760.00	36.84	View chart
Williams-Sonoma (WSM)	0.0	$24k		132.00	181.82	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$23k		424.00	54.25	View chart
International Business Machines (IBM)	0.0	$21k		100.00	210.00	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
Chevron Corporation (CVX)	0.0	$19k		132.00	143.94	View chart
Target Corporation (TGT)	0.0	$19k		142.00	133.80	View chart
salesforce (CRM)	0.0	$16k		50.00	320.00	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$15k		300.00	50.00	View chart
Ge Aerospace Com New (GE)	0.0	$15k		95.00	157.89	View chart
Altria (MO)	0.0	$14k		279.00	50.18	View chart
At&t (T)	0.0	$13k		590.00	22.03	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$13k		71.00	183.10	View chart
Amentum Holdings (AMTM)	0.0	$12k		600.00	20.00	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
American Water Works (AWK)	0.0	$10k		80.00	125.00	View chart
United Parcel Service CL B (UPS)	0.0	$9.0k		79.00	113.92	View chart
Listed Fd Tr Roundhill Ball (METV)	0.0	$8.0k		600.00	13.33	View chart
Acushnet Holdings Corp (GOLF)	0.0	$7.0k		103.00	67.96	View chart
Extra Space Storage (EXR)	0.0	$7.0k		50.00	140.00	View chart
Ge Vernova (GEV)	0.0	$7.0k		23.00	304.35	View chart
Illinois Tool Works (ITW)	0.0	$6.0k	NEW	24.00	250.00	View chart
Verizon Communications (VZ)	0.0	$6.0k		154.00	38.96	View chart
Ares Capital Corporation (ARCC)	0.0	$6.0k	+4%	318.00	18.87	View chart
Ford Motor Company (F)	0.0	$6.0k		700.00	8.57	View chart
California Res Corp Com Stock (CRC)	0.0	$5.0k		113.00	44.25	View chart
Philip Morris International (PM)	0.0	$5.0k	+290%	43.00	116.28	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
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$4.0k	NEW	34.00	117.65	View chart
Duke Energy Corp Com New (DUK)	0.0	$4.0k	NEW	44.00	90.91	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$3.0k		256.00	11.72	View chart
ConocoPhillips (COP)	0.0	$3.0k	NEW	34.00	88.24	View chart
CarMax (KMX)	0.0	$3.0k		43.00	69.77	View chart
Baxter International (BAX)	0.0	$2.0k		100.00	20.00	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
Select Sector Spdr Tr Technology (XLK)	0.0	$1.0k		8.00	125.00	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
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
Pfizer (PFE)	0.0	$999.998400	NEW	48.00	20.83	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		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
Applied Materials (AMAT)	0.0	$0	NEW	0	0.00	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$0	-95%	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
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	-92%	2.00	0.00	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.0	$0		5.00	0.00	View chart
Uber Technologies (UBER)	0.0	$0	-98%	3.00	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
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
Volatility Shs Tr 2x Ether Etf (ETHU)	0.0	$0	NEW	20.00	0.00	View chart
Smurfit Westrock SHS (SW)	0.0	$0		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 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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