Evolution Advisers, Inc. Top Holdings and 13F Report (2025)

About Evolution Advisers, Inc.

Investment Activity

Evolution Advisers, Inc. has $203.96 thousand in total holdings as of June 30, 2025.
Evolution Advisers, Inc. owns shares of 156 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
Approximately 1.23% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Evolution Advisers, Inc. has purchased 160 new stocks and bought additional shares in 13 stocks.
Evolution Advisers, Inc. sold shares of 27 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

Vanguard FTSE Developed Markets ETF: $31,714
Vanguard Growth ETF: $29,606
Vanguard Value ETF: $22,394
Vanguard Total International Bond ETF: $21,976
Vanguard Short-Term Bond ETF: $16,275

Largest New Holdings this Quarter

576323109 - MasTec: $1 Holding
038222105 - Applied Materials: $0 Holding

Largest Purchases this Quarter

Genworth Financial: 121,583 shares (about $952.75)
Vanguard Total International Bond ETF: 11,713 shares (about $579.91)
Vanguard Intermediate-Term Bond ETF: 4,237 shares (about $327.67)
Vanguard Short-Term Bond ETF: 3,992 shares (about $314.15)
Vanguard Long-Term Bond ETF: 2,665 shares (about $185.32)

Largest Sales this Quarter

Vanguard Growth ETF: 6,643 shares (about $2.92K)
Vanguard Value ETF: 6,501 shares (about $1.16K)
Vanguard FTSE Developed Markets ETF: 12,301 shares (about $701.28)
Vanguard Total World Bond ETF: 4,527 shares (about $311.90)
iShares Core International Aggregate Bond ETF: 5,548 shares (about $276.73)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VEA Vanguard FTSE Developed Markets ETF	$31,714	$701 ▼	-2.2%	556,290	15.5%	ETF
VUG Vanguard Growth ETF	$29,606	$2,916 ▼	-9.0%	67,454	14.5%	ETF
VTV Vanguard Value ETF	$22,394	$1,155 ▼	-4.9%	126,023	11.0%	ETF
BNDX Vanguard Total International Bond ETF	$21,976	$580 ▲	2.7%	443,873	10.8%	ETF
BSV Vanguard Short-Term Bond ETF	$16,275	$314 ▲	2.0%	206,810	8.0%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$12,179	$231 ▼	-1.9%	246,242	6.0%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$9,244	$65 ▲	0.7%	199,483	4.5%	ETF
BLV Vanguard Long-Term Bond ETF	$8,507	$185 ▲	2.2%	122,333	4.2%	ETF
VB Vanguard Small-Cap ETF	$6,880	$273 ▼	-3.8%	28,936	3.4%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$6,816	$328 ▲	5.1%	88,135	3.3%	ETF
NUDM Nuveen ESG International Developed Markets Equity ETF	$6,504	$44 ▲	0.7%	183,282	3.2%	ETF
NULG Nuveen ESG Large-Cap Growth ETF	$2,973	$27 ▼	-0.9%	31,653	1.5%	ETF
NUBD Nuveen ESG U.S. Aggregate Bond ETF	$2,582		0.0%	116,036	1.3%	ETF
NULV Nuveen ESG Large-Cap Value ETF	$2,574	$5 ▲	0.2%	61,422	1.3%	ETF
NUEM Nuveen ESG Emerging Markets Equity ETF	$2,014	$2 ▼	-0.1%	60,655	1.0%	ETF
GNW Genworth Financial	$1,707	$953 ▲	126.3%	217,835	0.8%	Finance
PWV Invesco Large Cap Value ETF	$1,510		0.0%	24,300	0.7%	ETF
VOO Vanguard S&P 500 ETF	$1,394	$51 ▼	-3.5%	2,448	0.7%	ETF
SCHX Schwab US Large-Cap ETF	$1,363	$2 ▼	-0.2%	55,773	0.7%	ETF
AAPL Apple	$1,080	$46 ▼	-4.1%	5,266	0.5%	Computer and Technology
VTEB Vanguard Tax-Exempt Bond ETF	$777	$5 ▲	0.7%	15,860	0.4%	ETF
VOT Vanguard Mid-Cap Growth ETF	$680		0.0%	2,389	0.3%	ETF
NUSC Nuveen ESG Small-Cap ETF	$650	$4 ▲	0.6%	15,955	0.3%	ETF
VXUS Vanguard Total International Stock ETF	$610		0.0%	8,843	0.3%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$597		0.0%	16,680	0.3%	ETF
XOM Exxon Mobil	$521	$2 ▼	-0.4%	4,834	0.3%	Energy
VV Vanguard Large-Cap ETF	$518		0.0%	1,812	0.3%	ETF
UNP Union Pacific	$469	$32 ▼	-6.4%	2,042	0.2%	Transportation
BRK.B Berkshire Hathaway	$439		0.0%	905	0.2%	Finance
VO Vanguard Mid-Cap ETF	$397		0.0%	1,415	0.2%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$354		0.0%	4,454	0.2%	ETF
WFC Wells Fargo & Company	$347	$9 ▼	-2.4%	4,334	0.2%	Finance
WMT Walmart	$338		0.0%	3,456	0.2%	Retail/Wholesale
ORI Old Republic International	$295	$7 ▼	-2.4%	7,682	0.1%	Finance
VT Vanguard Total World Stock ETF	$262	$4 ▼	-1.4%	2,042	0.1%	ETF
SCHF Schwab International Equity ETF	$250		0.0%	11,336	0.1%	ETF
VYM Vanguard High Dividend Yield ETF	$243		0.0%	1,829	0.1%	ETF
NI NiSource	$239		0.0%	5,932	0.1%	Utilities
GOOGL Alphabet	$229	$4 ▼	-1.5%	1,300	0.1%	Computer and Technology
AMZN Amazon.com	$228		0.0%	1,043	0.1%	Retail/Wholesale
KMB Kimberly-Clark	$203	$5 ▼	-2.4%	1,567	0.1%	Consumer Staples
MSFT Microsoft	$194		0.0%	390	0.1%	Computer and Technology
JPM JPMorgan Chase & Co.	$188		0.0%	651	0.1%	Finance
VTI Vanguard Total Stock Market ETF	$186	$26 ▲	16.0%	39,187	0.1%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$177		0.0%	7,636	0.1%	ETF
CW Curtiss-Wright	$171		0.0%	350	0.1%	Aerospace
HD Home Depot	$161		0.0%	440	0.1%	Retail/Wholesale
MKL Markel Group	$152	$2 ▲	1.3%	76	0.1%	Multi-Sector Conglomerates
SCHE Schwab Emerging Markets Equity ETF	$149		0.0%	4,957	0.1%	ETF
HCA HCA Healthcare	$136	$13 ▼	-9.0%	355	0.1%	Medical
V Visa	$135		0.0%	381	0.1%	Business Services
TDY Teledyne Technologies	$128		0.0%	250	0.1%	Aerospace
AVGO Broadcom	$124		0.0%	450	0.1%	Computer and Technology
SYK Stryker	$118		0.0%	300	0.1%	Medical
SCHM Schwab U.S. Mid-Cap ETF	$117		0.0%	4,191	0.1%	ETF
MA Mastercard	$115		0.0%	205	0.1%	Business Services
TFC Truist Financial	$113		0.0%	74,770	0.1%	Finance
D Dominion Energy	$111	$2 ▼	-1.7%	1,967	0.1%	Utilities
SPY SPDR S&P 500 ETF Trust	$110		0.0%	179	0.1%	Finance
VEU Vanguard FTSE All-World ex-US ETF	$110		0.0%	1,649	0.1%	ETF
GOOG Alphabet	$106		0.0%	600	0.1%	Computer and Technology
CSCO Cisco Systems	$100		0.0%	1,449	0.0%	Computer and Technology
KNSL Kinsale Capital Group	$96		0.0%	199	0.0%	Finance
VXF Vanguard Extended Market ETF	$95		0.0%	498	0.0%	ETF
LOW Lowe's Companies	$91		0.0%	413	0.0%	Retail/Wholesale
ELV Elevance Health	$91		0.0%	236	0.0%	Medical
SCHG Schwab U.S. Large-Cap Growth ETF	$88		0.0%	3,032	0.0%	ETF
PG Procter & Gamble	$86	$12 ▼	-12.3%	543	0.0%	Consumer Staples
COF Capital One Financial	$84		0.0%	398	0.0%	Finance
ORCL Oracle	$83		0.0%	380	0.0%	Computer and Technology
TSLA Tesla	$79		0.0%	251	0.0%	Auto/Tires/Trucks
SEIC SEI Investments	$78		0.0%	873	0.0%	Finance
J Jacobs Solutions	$78		0.0%	600	0.0%	Business Services
CEG Constellation Energy	$75		0.0%	232	0.0%	Energy
DFAU Dimensional US Core Equity Market ETF	$71		0.0%	1,699	0.0%	ETF
TROW T. Rowe Price Group	$70		0.0%	728	0.0%	Finance
BNDW Vanguard Total World Bond ETF	$70	$312 ▼	-81.7%	1,016	0.0%	ETF
PEP PepsiCo	$69		0.0%	526	0.0%	Consumer Staples
TMO Thermo Fisher Scientific	$64		0.0%	160	0.0%	Medical
HSY Hershey	$63		0.0%	381	0.0%	Consumer Staples
IVV iShares Core S&P 500 ETF	$62		0.0%	100	0.0%	ETF
JNJ Johnson & Johnson	$61	$7 ▼	-10.9%	402	0.0%	Medical
LMT Lockheed Martin	$61		0.0%	132	0.0%	Aerospace
MCK McKesson	$60		0.0%	83	0.0%	Medical
ESGD iShares ESG Aware MSCI EAFE ETF	$57		0.0%	650	0.0%	Manufacturing
ACN Accenture	$57		0.0%	192	0.0%	Computer and Technology
AMGN Amgen	$55		0.0%	200	0.0%	Medical
ADP Automatic Data Processing	$54		0.0%	176	0.0%	Computer and Technology
SCHA Schwab US Small-Cap ETF	$54		0.0%	2,156	0.0%	ETF
NTR Nutrien	$50		0.0%	867	0.0%	Basic Materials
FIW First Trust Water ETF	$49		0.0%	456	0.0%	ETF
IJR iShares Core S&P Small-Cap ETF	$48		0.0%	444	0.0%	ETF
ADBE Adobe	$46		0.0%	119	0.0%	Computer and Technology
ETN Eaton	$44		0.0%	126	0.0%	Industrials
PSX Phillips 66	$44	$3 ▼	-6.8%	373	0.0%	Energy
UL Unilever	$42		0.0%	700	0.0%	Consumer Staples
PPL PPL	$41		0.0%	1,223	0.0%	Utilities
IAGG iShares Core International Aggregate Bond ETF	$41	$277 ▼	-87.1%	822	0.0%	ETF
FTNT Fortinet	$41		0.0%	390	0.0%	Computer and Technology
CTAS Cintas	$40		0.0%	180	0.0%	Business Services

Showing largest 100 holdings. View all holdings.

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Evolution Advisers, Inc. Top Holdings and 13F Report (2025)

About Evolution Advisers, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Evolution Advisers, Inc. Top Holdings and 13F Report (2025)

About Evolution Advisers, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofEvolution Advisers, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools