Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 57.66% of Evolution Advisers's stock portfolio.
Added to shares of these 10 stocks: IAGG, BSV, NULG, NUDM, VMBS, NULV, BND, BIV, GNW, VUG.
Started 6 new stock positions in USHY, IWR, AGG, IWB, VUSB, IEFA.
Reduced shares in these 10 stocks: BNDX, VEA, VTV, SCHX, VV, TFC, , CHGX, LQD, PWV.
Sold out of its positions in CHGX, DFIV, DFSV, LQD, ISCV, MTZ, MCK, GLD, JNK, SCHV. SCHH, TFC, VNQI, VGT.
Evolution Advisers was a net buyer of stock by $9.0M.
Evolution Advisers has $237M in assets under management (AUM), dropping by 2.74%.
Central Index Key (CIK): 0001906967

Tip: Access up to 7 years of quarterly data

Positions held by Evolution Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Evolution Advisers

Evolution Advisers holds 162 positions in its portfolio as reported in the March 2026 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)	16.2	$38M		598k	64.08	View chart
Vanguard Index Fds Growth Etf (VUG)	13.2	$31M		72k	436.77	View chart
Vanguard Index Fds Value Etf (VTV)	10.8	$26M		131k	196.20	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	9.1	$22M		451k	48.05	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	8.4	$20M	+8%	253k	78.41	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	6.1	$14M		267k	54.04	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	4.6	$11M	+7%	232k	46.95	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	3.8	$9.1M	+3%	132k	68.78	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.6	$8.5M		33k	261.88	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	3.6	$8.5M	+5%	110k	77.18	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	3.2	$7.5M	+11%	209k	36.11	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.7	$4.0M	+120%	81k	50.03	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	1.6	$3.8M	+33%	42k	90.94	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	1.4	$3.4M	+23%	76k	45.49	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	1.2	$2.8M	+2%	127k	22.20	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	1.1	$2.6M	+12%	71k	36.73	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.7	$1.7M	-2%	24k	69.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.5M		2.5k	597.60	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$1.4M	-5%	56k	25.64	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$1.4M	+85%	19k	73.62	View chart
Apple (AAPL)	0.6	$1.4M		5.4k	253.75	View chart
Genworth Finl Com Shs (GNW)	0.6	$1.4M	+36%	167k	8.12	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$976k	+13%	20k	49.85	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.4	$911k	+26%	20k	45.05	View chart
Exxon Mobil Corporation (XOM)	0.4	$838k		4.9k	169.60	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$657k	-3%	8.5k	77.08	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$648k		17k	38.85	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$614k		2.4k	257.01	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$546k	-12%	1.8k	298.69	View chart
Union Pacific Corporation (UNP)	0.2	$495k		2.0k	242.41	View chart
Wal-Mart Stores (WMT)	0.2	$465k		3.7k	124.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$433k		905.00	478.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$388k		1.4k	286.98	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$380k	-4%	1.3k	286.58	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$353k	-2%	4.5k	79.25	View chart
Wells Fargo & Company (WFC)	0.1	$345k		4.3k	79.60	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$337k	+342%	12k	29.08	View chart
Old Republic International Corporation (ORI)	0.1	$306k		7.7k	39.83	View chart
Amazon (AMZN)	0.1	$301k	-4%	1.5k	207.59	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$286k		2.1k	137.90	View chart
NiSource (NI)	0.1	$276k		5.9k	46.53	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$267k	-6%	11k	24.74	View chart
Curtiss-Wright (CW)	0.1	$238k		350.00	680.00	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$232k	-6%	1.6k	147.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$195k	+2%	40k	4.84	View chart
JPMorgan Chase & Co. (JPM)	0.1	$191k		651.00	293.39	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$177k	-13%	7.6k	23.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$172k		600.00	286.67	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$161k	-8%	4.9k	32.80	View chart
Kimberly-Clark Corporation (KMB)	0.1	$151k		1.6k	96.36	View chart
Teledyne Technologies Incorporated (TDY)	0.1	$151k		250.00	604.00	View chart
Markel Corporation (MKL)	0.1	$149k		78.00	1910.26	View chart
Broadcom (AVGO)	0.1	$139k		450.00	308.89	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$129k		4.2k	30.78	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$125k	NEW	2.5k	49.70	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$123k		1.6k	74.59	View chart
Lowe's Companies (LOW)	0.1	$122k		518.00	235.52	View chart
Dominion Resources (D)	0.1	$121k		2.0k	61.52	View chart
Microsoft Corporation (MSFT)	0.1	$120k		326.00	368.10	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$116k		179.00	648.04	View chart
Visa Com Cl A (V)	0.0	$115k		381.00	301.84	View chart
Cisco Systems (CSCO)	0.0	$112k		1.4k	77.29	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$102k		498.00	204.82	View chart
Stryker Corporation (SYK)	0.0	$98k		300.00	326.67	View chart
Johnson & Johnson (JNJ)	0.0	$98k		403.00	243.18	View chart
Mastercard Incorporated Cl A (MA)	0.0	$98k		197.00	497.46	View chart
Home Depot (HD)	0.0	$85k		260.00	326.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$83k	+28%	128.00	648.44	View chart
Pepsi (PEP)	0.0	$81k		526.00	153.99	View chart
Hershey Company (HSY)	0.0	$79k		381.00	207.35	View chart
Lockheed Martin Corporation (LMT)	0.0	$79k		132.00	598.48	View chart
Thermo Fisher Scientific (TMO)	0.0	$78k		160.00	487.50	View chart
Jacobs Engineering Group (J)	0.0	$76k		600.00	126.67	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$76k		1.7k	44.73	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.0	$75k		1.1k	68.18	View chart
Amgen (AMGN)	0.0	$70k		200.00	350.00	View chart
Anthem (ELV)	0.0	$69k		236.00	292.37	View chart
SEI Investments Company (SEIC)	0.0	$68k		873.00	77.89	View chart
Phillips 66 (PSX)	0.0	$67k		373.00	179.62	View chart
Kinsale Cap Group (KNSL)	0.0	$67k		199.00	336.68	View chart
Tcw Etf Trust High Yield Bond (HYBX)	0.0	$66k		2.2k	29.40	View chart
Nutrien (NTR)	0.0	$65k		867.00	74.97	View chart
T. Rowe Price (TROW)	0.0	$65k		728.00	89.29	View chart
Constellation Energy (CEG)	0.0	$64k		232.00	275.86	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$62k		650.00	95.38	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$60k	-26%	2.1k	28.63	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$59k	NEW	600.00	98.33	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$57k	+4%	464.00	122.84	View chart
Oracle Corporation (ORCL)	0.0	$55k		380.00	144.74	View chart
Capital One Financial (COF)	0.0	$51k	+21%	282.00	180.85	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$50k		759.00	65.88	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$47k		456.00	103.07	View chart
PPL Corporation (PPL)	0.0	$46k		1.2k	37.61	View chart
Eaton Corp SHS (ETN)	0.0	$45k		126.00	357.14	View chart
Chevron Corporation (CVX)	0.0	$42k	+105%	205.00	204.88	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$38k		192.00	197.92	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$38k		565.00	67.26	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$37k		319.00	115.99	View chart
Exelon Corporation (EXC)	0.0	$37k		760.00	48.68	View chart
Automatic Data Processing (ADP)	0.0	$35k		176.00	198.86	View chart
Linde SHS (LIN)	0.0	$34k	-12%	69.00	492.75	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$34k		206.00	165.05	View chart
Starbucks Corporation (SBUX)	0.0	$34k		383.00	88.77	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$33k		54.00	611.11	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$32k	NEW	90.00	355.56	View chart
Fortinet (FTNT)	0.0	$31k		390.00	79.49	View chart
Cintas Corporation (CTAS)	0.0	$30k		180.00	166.67	View chart
Honeywell International (HON)	0.0	$30k		136.00	220.59	View chart
Ge Aerospace Com New (GE)	0.0	$26k		94.00	276.60	View chart
Church & Dwight (CHD)	0.0	$25k		278.00	89.93	View chart
Paychex (PAYX)	0.0	$25k		275.00	90.91	View chart
Williams-Sonoma (WSM)	0.0	$24k		132.00	181.82	View chart
International Business Machines (IBM)	0.0	$24k		100.00	240.00	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$22k		199.00	110.55	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$22k	-12%	124.00	177.42	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$22k	NEW	233.00	94.42	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$20k		300.00	66.67	View chart
UnitedHealth (UNH)	0.0	$20k		75.00	266.67	View chart
Ge Vernova (GEV)	0.0	$20k		23.00	869.57	View chart
Altria (MO)	0.0	$18k		274.00	65.69	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.0	$16k		220.00	72.73	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$16k		657.00	24.35	View chart
Amentum Holdings (AMTM)	0.0	$16k		636.00	25.16	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$15k	NEW	169.00	88.76	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$15k		71.00	211.27	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$15k		1.0k	14.91	View chart
At&t (T)	0.0	$14k		494.00	28.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$12k	-12%	22.00	545.45	View chart
Tesla Motors (TSLA)	0.0	$10k		27.00	370.37	View chart
Walt Disney Company (DIS)	0.0	$9.0k		100.00	90.00	View chart
Danaher Corporation (DHR)	0.0	$9.0k		50.00	180.00	View chart
salesforce (CRM)	0.0	$9.0k		50.00	180.00	View chart
Listed Fds Tr Roundhill Ball (METV)	0.0	$9.0k		600.00	15.00	View chart
Acushnet Holdings Corp (GOLF)	0.0	$9.0k		103.00	87.38	View chart
Ford Motor Company (F)	0.0	$8.0k		700.00	11.43	View chart
Verizon Communications (VZ)	0.0	$7.0k		157.00	44.59	View chart
United Parcel Service CL B (UPS)	0.0	$7.0k		79.00	88.61	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$6.0k	NEW	186.00	32.26	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	$5.0k		318.00	15.72	View chart
Synchrony Financial (SYF)	0.0	$5.0k		74.00	67.57	View chart
Hca Holdings (HCA)	0.0	$5.0k		11.00	454.55	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		16.00	125.00	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.0	$1.0k		18.00	55.56	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$1.0k	-82%	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
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		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
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
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 2026 Q1 filed May 1, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z