Evolution Advisers

Evolution Advisers as of March 31, 2026

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
Vanguard Index Fds Growth Etf (VUG) 13.2 $31M 72k 436.77
Vanguard Index Fds Value Etf (VTV) 10.8 $26M 131k 196.20
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 9.1 $22M 451k 48.05
Vanguard Bd Index Fds Short Trm Bond (BSV) 8.4 $20M 253k 78.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.1 $14M 267k 54.04
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 4.6 $11M 232k 46.95
Vanguard Bd Index Fds Long Term Bond (BLV) 3.8 $9.1M 132k 68.78
Vanguard Index Fds Small Cp Etf (VB) 3.6 $8.5M 33k 261.88
Vanguard Bd Index Fds Intermed Term (BIV) 3.6 $8.5M 110k 77.18
Nushares Etf Tr Nuveen Esg Intl (NUDM) 3.2 $7.5M 209k 36.11
Ishares Tr Core Intl Aggr (IAGG) 1.7 $4.0M 81k 50.03
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 1.6 $3.8M 42k 90.94
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 1.4 $3.4M 76k 45.49
Nushares Etf Tr Nuveen Esg Us (NUBD) 1.2 $2.8M 127k 22.20
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 1.1 $2.6M 71k 36.73
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.7 $1.7M 24k 69.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.5M 2.5k 597.60
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $1.4M 56k 25.64
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $1.4M 19k 73.62
Apple (AAPL) 0.6 $1.4M 5.4k 253.75
Genworth Finl Com Shs (GNW) 0.6 $1.4M 167k 8.12
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $976k 20k 49.85
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.4 $911k 20k 45.05
Exxon Mobil Corporation (XOM) 0.4 $838k 4.9k 169.60
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $657k 8.5k 77.08
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $648k 17k 38.85
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $614k 2.4k 257.01
Vanguard Index Fds Large Cap Etf (VV) 0.2 $546k 1.8k 298.69
Union Pacific Corporation (UNP) 0.2 $495k 2.0k 242.41
Wal-Mart Stores (WMT) 0.2 $465k 3.7k 124.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $433k 905.00 478.45
Alphabet Cap Stk Cl A (GOOGL) 0.2 $388k 1.4k 286.98
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $380k 1.3k 286.58
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $353k 4.5k 79.25
Wells Fargo & Company (WFC) 0.1 $345k 4.3k 79.60
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $337k 12k 29.08
Old Republic International Corporation (ORI) 0.1 $306k 7.7k 39.83
Amazon (AMZN) 0.1 $301k 1.5k 207.59
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $286k 2.1k 137.90
NiSource (NI) 0.1 $276k 5.9k 46.53
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $267k 11k 24.74
Curtiss-Wright (CW) 0.1 $238k 350.00 680.00
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $232k 1.6k 147.86
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $195k 40k 4.84
JPMorgan Chase & Co. (JPM) 0.1 $191k 651.00 293.39
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $177k 7.6k 23.18
Alphabet Cap Stk Cl C (GOOG) 0.1 $172k 600.00 286.67
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $161k 4.9k 32.80
Kimberly-Clark Corporation (KMB) 0.1 $151k 1.6k 96.36
Teledyne Technologies Incorporated (TDY) 0.1 $151k 250.00 604.00
Markel Corporation (MKL) 0.1 $149k 78.00 1910.26
Broadcom (AVGO) 0.1 $139k 450.00 308.89
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $129k 4.2k 30.78
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $125k 2.5k 49.70
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $123k 1.6k 74.59
Lowe's Companies (LOW) 0.1 $122k 518.00 235.52
Dominion Resources (D) 0.1 $121k 2.0k 61.52
Microsoft Corporation (MSFT) 0.1 $120k 326.00 368.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $116k 179.00 648.04
Visa Com Cl A (V) 0.0 $115k 381.00 301.84
Cisco Systems (CSCO) 0.0 $112k 1.4k 77.29
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $102k 498.00 204.82
Stryker Corporation (SYK) 0.0 $98k 300.00 326.67
Johnson & Johnson (JNJ) 0.0 $98k 403.00 243.18
Mastercard Incorporated Cl A (MA) 0.0 $98k 197.00 497.46
Home Depot (HD) 0.0 $85k 260.00 326.92
Ishares Tr Core S&p500 Etf (IVV) 0.0 $83k 128.00 648.44
Pepsi (PEP) 0.0 $81k 526.00 153.99
Hershey Company (HSY) 0.0 $79k 381.00 207.35
Lockheed Martin Corporation (LMT) 0.0 $79k 132.00 598.48
Thermo Fisher Scientific (TMO) 0.0 $78k 160.00 487.50
Jacobs Engineering Group (J) 0.0 $76k 600.00 126.67
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $76k 1.7k 44.73
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.0 $75k 1.1k 68.18
Amgen (AMGN) 0.0 $70k 200.00 350.00
Anthem (ELV) 0.0 $69k 236.00 292.37
SEI Investments Company (SEIC) 0.0 $68k 873.00 77.89
Phillips 66 (PSX) 0.0 $67k 373.00 179.62
Kinsale Cap Group (KNSL) 0.0 $67k 199.00 336.68
Tcw Etf Trust High Yield Bond (HYBX) 0.0 $66k 2.2k 29.40
Nutrien (NTR) 0.0 $65k 867.00 74.97
T. Rowe Price (TROW) 0.0 $65k 728.00 89.29
Constellation Energy (CEG) 0.0 $64k 232.00 275.86
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $62k 650.00 95.38
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $60k 2.1k 28.63
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $59k 600.00 98.33
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $57k 464.00 122.84
Oracle Corporation (ORCL) 0.0 $55k 380.00 144.74
Capital One Financial (COF) 0.0 $51k 282.00 180.85
Delta Air Lines Inc Del Com New (DAL) 0.0 $50k 759.00 65.88
First Tr Exchange-traded Wtr Etf (FIW) 0.0 $47k 456.00 103.07
PPL Corporation (PPL) 0.0 $46k 1.2k 37.61
Eaton Corp SHS (ETN) 0.0 $45k 126.00 357.14
Chevron Corporation (CVX) 0.0 $42k 205.00 204.88
Accenture Plc Ireland Shs Class A (ACN) 0.0 $38k 192.00 197.92
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $38k 565.00 67.26
Ishares Tr U.s. Finls Etf (IYF) 0.0 $37k 319.00 115.99
Exelon Corporation (EXC) 0.0 $37k 760.00 48.68
Automatic Data Processing (ADP) 0.0 $35k 176.00 198.86
Linde SHS (LIN) 0.0 $34k 69.00 492.75
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $34k 206.00 165.05
Starbucks Corporation (SBUX) 0.0 $34k 383.00 88.77
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $33k 54.00 611.11
Ishares Tr Rus 1000 Etf (IWB) 0.0 $32k 90.00 355.56
Fortinet (FTNT) 0.0 $31k 390.00 79.49
Cintas Corporation (CTAS) 0.0 $30k 180.00 166.67
Honeywell International (HON) 0.0 $30k 136.00 220.59
Ge Aerospace Com New (GE) 0.0 $26k 94.00 276.60
Church & Dwight (CHD) 0.0 $25k 278.00 89.93
Paychex (PAYX) 0.0 $25k 275.00 90.91
Williams-Sonoma (WSM) 0.0 $24k 132.00 181.82
International Business Machines (IBM) 0.0 $24k 100.00 240.00
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $22k 199.00 110.55
Ishares Tr U.s. Tech Etf (IYW) 0.0 $22k 124.00 177.42
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $22k 233.00 94.42
Ishares Core Msci Emkt (IEMG) 0.0 $20k 300.00 66.67
UnitedHealth (UNH) 0.0 $20k 75.00 266.67
Ge Vernova (GEV) 0.0 $20k 23.00 869.57
Altria (MO) 0.0 $18k 274.00 65.69
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.0 $16k 220.00 72.73
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $16k 657.00 24.35
Amentum Holdings (AMTM) 0.0 $16k 636.00 25.16
Ishares Tr Core Msci Eafe (IEFA) 0.0 $15k 169.00 88.76
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $15k 71.00 211.27
Rivian Automotive Com Cl A (RIVN) 0.0 $15k 1.0k 14.91
At&t (T) 0.0 $14k 494.00 28.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $12k 22.00 545.45
Tesla Motors (TSLA) 0.0 $10k 27.00 370.37
Walt Disney Company (DIS) 0.0 $9.0k 100.00 90.00
Danaher Corporation (DHR) 0.0 $9.0k 50.00 180.00
salesforce (CRM) 0.0 $9.0k 50.00 180.00
Listed Fds Tr Roundhill Ball (METV) 0.0 $9.0k 600.00 15.00
Acushnet Holdings Corp (GOLF) 0.0 $9.0k 103.00 87.38
Ford Motor Company (F) 0.0 $8.0k 700.00 11.43
Verizon Communications (VZ) 0.0 $7.0k 157.00 44.59
United Parcel Service CL B (UPS) 0.0 $7.0k 79.00 88.61
Ishares Tr Broad Usd High (USHY) 0.0 $6.0k 186.00 32.26
Bank of America Corporation (BAC) 0.0 $6.0k 125.00 48.00
Extra Space Storage (EXR) 0.0 $6.0k 50.00 120.00
Ares Capital Corporation (ARCC) 0.0 $5.0k 318.00 15.72
Synchrony Financial (SYF) 0.0 $5.0k 74.00 67.57
Hca Holdings (HCA) 0.0 $5.0k 11.00 454.55
Ishares Tr Global 100 Etf (IOO) 0.0 $2.0k 19.00 105.26
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $2.0k 17.00 117.65
American Water Works (AWK) 0.0 $2.0k 16.00 125.00
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.0 $1.0k 18.00 55.56
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $1.0k 20.00 50.00
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.0 $1.0k 80.00 12.50
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $999.999000 22.00 45.45
Coca-Cola Company (KO) 0.0 $0 2.00 0.00
Costco Wholesale Corporation (COST) 0.0 $0 0 0.00
Morgan Stanley Com New (MS) 0.0 $0 2.00 0.00
Nike CL B (NKE) 0.0 $0 2.00 0.00
Applied Materials (AMAT) 0.0 $0 0 0.00
Spdr Series Trust Portfolio S&p400 (SPMD) 0.0 $0 15.00 0.00
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $0 15.00 0.00
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $0 17.00 0.00
Etfis Ser Tr I Virtus Newfleet (NFLT) 0.0 $0 17.00 0.00
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.0 $0 2.00 0.00
Ishares Tr Self Drivng Ev (IDRV) 0.0 $0 5.00 0.00
Warner Bros Discovery Com Ser A (WBD) 0.0 $0 79.00 0.00