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

About Evolution Advisers, Inc.

Investment Activity

Evolution Advisers, Inc. has $237.26 thousand in total holdings as of June 30, 2025.
Evolution Advisers, Inc. owns shares of 162 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
Approximately 4.41% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Evolution Advisers, Inc. has purchased 168 new stocks and bought additional shares in 25 stocks.
Evolution Advisers, Inc. sold shares of 27 stocks and completely divested from 26 stocks this quarter.

Largest Holdings

Vanguard FTSE Developed Markets ETF: $38,321
Vanguard Growth ETF: $31,325
Vanguard Value ETF: $25,653
Vanguard Total International Bond ETF: $21,681
Vanguard Short-Term Bond ETF: $19,831

Largest New Holdings this Quarter

92203C303 - Vanguard Ultra-Short Bond ETF: $125 Holding
464287226 - iShares Core U.S. Aggregate Bond ETF: $59 Holding
464287622 - iShares Russell 1000 ETF: $32 Holding
464287499 - iShares Russell Mid-Cap ETF: $22 Holding
46432F842 - iShares Core MSCI EAFE ETF: $15 Holding

Largest Purchases this Quarter

iShares Core International Aggregate Bond ETF: 44,049 shares (about $2.20K)
Vanguard Short-Term Bond ETF: 19,844 shares (about $1.56K)
Nuveen ESG Large-Cap Growth ETF: 10,580 shares (about $962.11)
Nuveen ESG International Developed Markets Equity ETF: 20,724 shares (about $748.29)
Vanguard Mortgage-Backed Securities ETF: 15,197 shares (about $713.49)

Largest Sales this Quarter

Vanguard Total International Bond ETF: 6,840 shares (about $328.65)
Vanguard FTSE Developed Markets ETF: 3,094 shares (about $198.25)
Vanguard Value ETF: 735 shares (about $144.21)
Schwab US Large-Cap ETF: 3,126 shares (about $80.15)
Vanguard Large-Cap ETF: 259 shares (about $77.36)

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	$38,321	$198 ▼	-0.5%	598,049	16.2%	ETF
VUG Vanguard Growth ETF	$31,325	$307 ▲	1.0%	71,719	13.2%	ETF
VTV Vanguard Value ETF	$25,653	$144 ▼	-0.6%	130,751	10.8%	ETF
BNDX Vanguard Total International Bond ETF	$21,681	$329 ▼	-1.5%	451,230	9.1%	ETF
BSV Vanguard Short-Term Bond ETF	$19,831	$1,556 ▲	8.5%	252,921	8.4%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$14,427	$162 ▲	1.1%	266,969	6.1%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$10,903	$713 ▲	7.0%	232,230	4.6%	ETF
BLV Vanguard Long-Term Bond ETF	$9,078	$279 ▲	3.2%	131,992	3.8%	ETF
VB Vanguard Small-Cap ETF	$8,506	$161 ▲	1.9%	32,481	3.6%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$8,484	$470 ▲	5.9%	109,929	3.6%	ETF
NUDM Nuveen ESG International Developed Markets Equity ETF	$7,529	$748 ▲	11.0%	208,516	3.2%	ETF
IAGG iShares Core International Aggregate Bond ETF	$4,029	$2,204 ▲	120.7%	80,531	1.7%	ETF
NULG Nuveen ESG Large-Cap Growth ETF	$3,850	$962 ▲	33.3%	42,337	1.6%	ETF
NULV Nuveen ESG Large-Cap Value ETF	$3,440	$657 ▲	23.6%	75,616	1.4%	ETF
NUBD Nuveen ESG U.S. Aggregate Bond ETF	$2,824	$79 ▲	2.9%	127,184	1.2%	ETF
NUEM Nuveen ESG Emerging Markets Equity ETF	$2,608	$280 ▲	12.0%	70,995	1.1%	ETF
PWV Invesco Large Cap Value ETF	$1,658	$35 ▼	-2.1%	23,796	0.7%	ETF
VOO Vanguard S&P 500 ETF	$1,491	$2 ▼	-0.1%	2,495	0.6%	ETF
SCHX Schwab US Large-Cap ETF	$1,430	$80 ▼	-5.3%	55,773	0.6%	ETF
BND Vanguard Total Bond Market ETF	$1,380	$637 ▲	85.8%	18,746	0.6%	ETF
AAPL Apple	$1,370	$5 ▼	-0.4%	5,399	0.6%	Computer and Technology
GNW Genworth Financial	$1,352	$363 ▲	36.7%	166,551	0.6%	Finance
VTEB Vanguard Tax-Exempt Bond ETF	$976	$114 ▲	13.2%	19,577	0.4%	ETF
NUSC Nuveen ESG Small-Cap ETF	$911	$189 ▲	26.1%	20,220	0.4%	ETF
XOM ExxonMobil	$838	$2 ▼	-0.3%	4,941	0.4%	Energy
VXUS Vanguard Total International Stock ETF	$657	$27 ▼	-4.0%	8,524	0.3%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$648		0.0%	16,680	0.3%	ETF
VOT Vanguard Mid-Cap Growth ETF	$614		0.0%	2,389	0.3%	ETF
VV Vanguard Large-Cap ETF	$546	$77 ▼	-12.4%	1,828	0.2%	ETF
UNP Union Pacific	$495		0.0%	2,042	0.2%	Transportation
WALMART INC	$465	$5 ▼	-1.0%	3,742	0.2%	COM
BRK.B Berkshire Hathaway	$433		0.0%	905	0.2%	Finance
GOOGL Alphabet	$388	$2 ▼	-0.5%	1,352	0.2%	Computer and Technology
VO Vanguard Mid-Cap ETF	$380	$19 ▼	-4.9%	1,326	0.2%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$353	$10 ▼	-2.7%	4,454	0.1%	ETF
WFC Wells Fargo & Company	$345		0.0%	4,334	0.1%	Finance
SCHG Schwab U.S. Large-Cap Growth ETF	$337	$261 ▲	342.7%	11,589	0.1%	ETF
ORI Old Republic International	$306		0.0%	7,682	0.1%	Finance
AMZN Amazon.com	$301	$14 ▼	-4.4%	1,450	0.1%	Retail/Wholesale
VT Vanguard Total World Stock ETF	$286	$1 ▲	0.4%	2,074	0.1%	ETF
NI NiSource	$276		0.0%	5,932	0.1%	Utilities
SCHF Schwab International Equity ETF	$267	$19 ▼	-6.6%	10,794	0.1%	ETF
CW Curtiss-Wright	$238		0.0%	350	0.1%	Aerospace
VYM Vanguard High Dividend Yield ETF	$232	$16 ▼	-6.5%	1,569	0.1%	ETF
VTI Vanguard Total Stock Market ETF	$195	$6 ▲	2.9%	40,329	0.1%	ETF
JPM JPMorgan Chase & Co.	$191		0.0%	651	0.1%	Finance
SCHZ Schwab U.S. Aggregate Bond ETF	$177	$27 ▼	-13.3%	7,636	0.1%	ETF
GOOG Alphabet	$172		0.0%	600	0.1%	Computer and Technology
SCHE Schwab Emerging Markets Equity ETF	$161	$15 ▼	-8.7%	4,908	0.1%	ETF
TDY Teledyne Technologies	$151		0.0%	250	0.1%	Aerospace
KIMBERLY-CLARK CORP	$151		0.0%	1,567	0.1%	COM
MKL Markel Group	$149	$2 ▲	1.3%	78	0.1%	Multi-Sector Conglomerates
AVGO Broadcom	$139		0.0%	450	0.1%	Computer and Technology
SCHM Schwab U.S. Mid-Cap ETF	$129		0.0%	4,191	0.1%	ETF
VUSB Vanguard Ultra-Short Bond ETF	$125	$125 ▲	New Holding	2,515	0.1%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$123		0.0%	1,649	0.1%	ETF
LOW Lowe's Companies	$122	$1 ▼	-0.8%	518	0.1%	Retail/Wholesale
D Dominion Energy	$121		0.0%	1,967	0.1%	Utilities
MSFT Microsoft	$120		0.0%	326	0.1%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$116		0.0%	179	0.0%	Finance
V Visa	$115		0.0%	381	0.0%	Business Services
CSCO Cisco Systems	$112		0.0%	1,449	0.0%	Computer and Technology
VXF Vanguard Extended Market ETF	$102		0.0%	498	0.0%	ETF
SYK Stryker	$98		0.0%	300	0.0%	Medical
MA Mastercard	$98		0.0%	197	0.0%	Business Services
JNJ Johnson & Johnson	$98		0.0%	403	0.0%	Medical
HD Home Depot	$85		0.0%	260	0.0%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$83	$18 ▲	28.0%	128	0.0%	ETF
PEP PepsiCo	$81		0.0%	526	0.0%	Consumer Staples
LMT Lockheed Martin	$79		0.0%	132	0.0%	Aerospace
HSY Hershey	$79		0.0%	381	0.0%	Consumer Staples
TMO Thermo Fisher Scientific	$78		0.0%	160	0.0%	Medical
J Jacobs Solutions	$76		0.0%	600	0.0%	Business Services
DFAU Dimensional US Core Equity Market ETF	$76		0.0%	1,699	0.0%	ETF
BNDW Vanguard Total World Bond ETF	$75	$0 ▼	-0.1%	1,100	0.0%	ETF
AMGN Amgen	$70		0.0%	200	0.0%	Medical
ELV Elevance Health	$69		0.0%	236	0.0%	Medical
SEIC SEI Investments	$68		0.0%	873	0.0%	Finance
KNSL Kinsale Capital Group	$67		0.0%	199	0.0%	Finance
PSX Phillips 66	$67		0.0%	373	0.0%	Energy
TCW ETF TRUST	$66		0.0%	2,245	0.0%	HIGH YIELD BOND
TROW T. Rowe Price Group	$65		0.0%	728	0.0%	Finance
NTR Nutrien	$65		0.0%	867	0.0%	Basic Materials
CEG Constellation Energy	$64		0.0%	232	0.0%	Energy
ESGD iShares ESG Aware MSCI EAFE ETF	$62		0.0%	650	0.0%	Manufacturing
SCHA Schwab US Small-Cap ETF	$60	$22 ▼	-26.8%	2,096	0.0%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$59	$59 ▲	New Holding	600	0.0%	Finance
IJR iShares Core S&P Small-Cap ETF	$57	$2 ▲	4.5%	464	0.0%	ETF
ORCL Oracle	$55		0.0%	380	0.0%	Computer and Technology
COF Capital One Financial	$51	$9 ▲	21.6%	282	0.0%	Finance
DAL Delta Air Lines	$50		0.0%	759	0.0%	Transportation
FIW First Trust Water ETF	$47		0.0%	456	0.0%	ETF
PPL PPL	$46		0.0%	1,223	0.0%	Utilities
ETN Eaton	$45		0.0%	126	0.0%	Industrials
CVX Chevron	$42	$22 ▲	105.0%	205	0.0%	Energy
ACN Accenture	$38		0.0%	192	0.0%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$38		0.0%	565	0.0%	ETF
EXC Exelon	$37		0.0%	760	0.0%	Utilities
IYF iShares U.S. Financials ETF	$37		0.0%	319	0.0%	ETF
ADP Automatic Data Processing	$35		0.0%	176	0.0%	Computer and Technology

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