Evolution Advisers, Inc. Top Holdings and 13F Report (2025) About Evolution Advisers, Inc.Investment ActivityEvolution Advisers, Inc. has $272.07 thousand in total holdings as of June 30, 2025.Evolution Advisers, Inc. owns shares of 943 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 18.60% 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 87 stocks.Evolution Advisers, Inc. sold shares of 11 stocks and completely divested from 744 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $43,898Vanguard Growth ETF $38,129Vanguard Value ETF $28,954Vanguard Total International Bond ETF $26,796Vanguard Short-Term Bond ETF $20,983 Largest New Holdings this Quarter 808524755 - Schwab Fundamental International Equity ETF $498 Holding92206C706 - Vanguard Intermediate-Term Treasury ETF $280 Holding808524870 - Schwab U.S. TIPS ETF $277 Holding808524409 - Schwab U.S. Large-Cap Value ETF $219 Holding464288570 - iShares ESG MSCI KLD 400 ETF $187 Holding Largest Purchases this Quarter Vanguard Growth ETF 370,922 shares (about $31.95K)Vanguard Total International Bond ETF 102,074 shares (about $4.94K)Schwab US Large-Cap ETF 48,125 shares (about $1.42K)Vanguard FTSE Developed Markets ETF 18,076 shares (about $1.29K)Vanguard Short-Term Bond ETF 16,412 shares (about $1.28K) Largest Sales this Quarter iShares Core International Aggregate Bond ETF 68,974 shares (about $3.49K)Vanguard Total Bond Market ETF 8,828 shares (about $647.99)WALMART INC 1,084 shares (about $122.76)Mastercard 95 shares (about $48.43)iShares Core S&P Mid-Cap ETF 530 shares (about $30.29) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvolution Advisers, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVEAVanguard FTSE Developed Markets ETF$43,898$1,288 â–²3.0%616,12516.1%ETFVUGVanguard Growth ETF$38,129$31,951 â–²517.2%442,64114.0%ETFVTVVanguard Value ETF$28,954$460 â–²1.6%132,86110.6%ETFBNDXVanguard Total International Bond ETF$26,796$4,943 â–²22.6%553,3049.8%ETFBSVVanguard Short-Term Bond ETF$20,983$1,279 â–²6.5%269,3337.7%ETFVWOVanguard FTSE Emerging Markets ETF$16,767$832 â–²5.2%280,9086.2%ETFVMBSVanguard Mortgage-Backed Securities ETF$11,584$714 â–²6.6%247,4864.3%ETFBLVVanguard Long-Term Bond ETF$10,366$1,268 â–²13.9%150,3853.8%ETFVBVanguard Small-Cap ETF$10,276$431 â–²4.4%33,9033.8%ETFBIVVanguard Intermediate-Term Bond ETF$9,138$707 â–²8.4%119,1493.4%ETFNUDMNuveen ESG International Developed Markets Equity ETF$8,333$11 â–¼-0.1%208,2353.1%ETFNULGNuveen ESG Large-Cap Growth ETF$5,007$52 â–²1.0%42,7791.8%ETFNULVNuveen ESG Large-Cap Value ETF$3,780$1 â–²0.0%75,6311.4%ETFSCHXSchwab US Large-Cap ETF$3,057$1,416 â–²86.3%103,8981.1%ETFNUEMNuveen ESG Emerging Markets Equity ETF$3,043$31 â–²1.0%71,7181.1%ETFNUBDNuveen ESG U.S. Aggregate Bond ETF$2,786$28 â–¼-1.0%125,9021.0%ETFVOOVanguard S&P 500 ETF$2,250$537 â–²31.3%3,2770.8%ETFPWVInvesco Large Cap Value ETF$1,8030.0%23,7960.7%ETFGNWGenworth Financial$1,620$35 â–²2.2%170,2210.6%FinanceAAPLApple$1,574$12 â–²0.8%5,4420.6%TechnologyNUSCNuveen ESG Small-Cap ETF$1,060$7 â–²0.6%20,3500.4%ETFVTEBVanguard Tax-Exempt Bond ETF$993$3 â–²0.3%19,6360.4%ETFDFACDimensional U.S. Core Equity 2 ETF$7390.0%16,6800.3%ETFVOTVanguard Mid-Cap Growth ETF$7310.0%2,3890.3%ETFBNDVanguard Total Bond Market ETF$728$648 â–¼-47.1%9,9180.3%ETFVXUSVanguard Total International Stock ETF$7280.0%8,5240.3%ETFGOOGLAlphabet$648$165 â–²34.1%1,8130.2%Communication ServicesVVVanguard Large-Cap ETF$624$4 â–¼-0.7%1,8160.2%ETFIAGGiShares Core International Aggregate Bond ETF$584$3,485 â–¼-85.6%11,5570.2%ETFVUSBVanguard Ultra-Short Bond ETF$579$454 â–²363.2%11,6500.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$563$211 â–²60.2%7,1340.2%ETFUNPUnion Pacific$532$23 â–¼-4.2%1,9570.2%IndustrialsFNDFSchwab Fundamental International Equity ETF$498$498 â–²New Holding9,4530.2%ETFBRK.BBerkshire Hathaway$455$3 â–²0.7%9110.2%FinanceSCHFSchwab International Equity ETF$433$134 â–²44.9%15,6450.2%ETFVOVanguard Mid-Cap ETF$427$320 â–²300.0%5,3040.2%ETFAMZNAmazon.com$408$63 â–²18.3%1,7150.1%Consumer DiscretionarySCHGSchwab U.S. Large-Cap Growth ETF$3920.0%11,5890.1%ETFVTVanguard Total World Stock ETF$385$60 â–²18.3%2,4540.1%ETFWFCWells Fargo & Company$358$1 â–²0.2%4,3420.1%FinanceORIOld Republic International$314$0 â–²0.0%7,6840.1%FinanceWALMART INC$301$123 â–¼-29.0%2,6580.1%COMNINiSource$2820.0%5,9320.1%UtilitiesVGITVanguard Intermediate-Term Treasury ETF$280$280 â–²New Holding4,7610.1%ETFDDominion Energy$278$144 â–²107.6%4,0840.1%UtilitiesSCHPSchwab U.S. TIPS ETF$277$277 â–²New Holding10,4740.1%ETFCWCurtiss-Wright$2650.0%3500.1%IndustrialsVYMVanguard High Dividend Yield ETF$2470.0%1,5690.1%ETFSCHVSchwab U.S. Large-Cap Value ETF$219$219 â–²New Holding6,3060.1%ETFVTIVanguard Total Stock Market ETF$2180.0%40,3290.1%ETFGOOGAlphabet$216$5 â–²2.2%6130.1%Communication ServicesJPMJPMorgan Chase & Co.$216$3 â–²1.4%6600.1%FinanceDSIiShares ESG MSCI KLD 400 ETF$187$187 â–²New Holding1,3140.1%ETFSCHESchwab Emerging Markets Equity ETF$1770.0%4,9080.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$1760.0%7,6360.1%ETFKIMBERLY-CLARK CORP$174$0 â–²0.1%1,5690.1%COMAVGOBroadcom$174$5 â–²2.9%4630.1%TechnologyCSCOCisco Systems$171$1 â–²0.6%1,4570.1%TechnologyTDYTeledyne Technologies$1660.0%2500.1%TechnologyVANGUARD INSTL INDEX FD$159$142 â–²860.5%2,1130.1%0-3 MO TREAS BILSCHMSchwab U.S. Mid-Cap ETF$1540.0%4,1910.1%ETFMKLMarkel Group$154$2 â–²1.3%790.1%FinanceSCHCSchwab International Small-Cap Equity ETF$151$151 â–²New Holding3,1530.1%ETFVBRVanguard Small-Cap Value ETF$148$148 â–²New Holding6100.1%ETFVEUVanguard FTSE All-World ex-US ETF$1380.0%1,6490.1%ETFVWOBVanguard Emerging Markets Government Bond ETF$138$137 â–²13,586.7%2,0530.1%ETFVVisa$133$2 â–²1.8%3880.0%FinanceSPYSPDR S&P 500 ETF Trust$1330.0%1790.0%ETFMSFTMicrosoft$129$8 â–²6.7%3480.0%TechnologySUSAiShares MSCI USA ESG Select ETF$129$129 â–²New Holding8420.0%ETFJNJJohnson & Johnson$129$27 â–²26.3%5090.0%HealthcareVXFVanguard Extended Market ETF$1220.0%4980.0%ETFSCHASchwab US Small-Cap ETF$114$39 â–²51.0%3,1650.0%ETFLOWLowe's Companies$114$0 â–²0.4%5200.0%Consumer DiscretionaryPROFESIONALLY MANAGED PORTFO$113$113 â–²New Holding2,1290.0%AKRE FOCUS ETFVCITVanguard Intermediate-Term Corporate Bond ETF$113$113 â–²New Holding1,3700.0%ETFELVElevance Health$108$17 â–²19.1%2810.0%HealthcareSHYGiShares 0-5 Year High Yield Corporate Bond ETF$100$100 â–²New Holding2,3760.0%ETFIVViShares Core S&P 500 ETF$950.0%1280.0%ETFSYKStryker$94$0 â–²0.3%3010.0%HealthcareHDHome Depot$93$1 â–²1.5%2640.0%Consumer DiscretionaryAGGiShares Core U.S. Aggregate Bond ETF$89$30 â–²50.0%9000.0%ETFDFAUDimensional US Core Equity Market ETF$870.0%1,6990.0%ETFTROWT. Rowe Price Group$820.0%7280.0%FinanceTMOThermo Fisher Scientific$80$0 â–²0.6%1610.0%HealthcareMBBiShares MBS ETF$80$80 â–²New Holding8490.0%ETFBNDWVanguard Total World Bond ETF$77$2 â–²2.9%1,1320.0%ETFSEICSEI Investments$760.0%8730.0%FinanceJJacobs Solutions$750.0%6000.0%IndustrialsAMGNAmgen$73$1 â–²1.0%2020.0%HealthcareDALDelta Air Lines$710.0%7590.0%IndustrialsPPAInvesco Aerospace & Defense ETF$71$35 â–²97.1%4060.0%ETFPEPPepsiCo$71$0 â–²0.4%5280.0%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$70$1 â–²2.2%4740.0%ETFESGDiShares ESG Aware MSCI EAFE ETF$660.0%6500.0%ETFHSYHershey$660.0%3810.0%Consumer StaplesFTNTFortinet$60$0 â–²0.8%3930.0%TechnologyPSXPhillips 66$60$3 â–¼-4.8%3550.0%EnergyCEGConstellation Energy$58$0 â–²0.4%2330.0%UtilitiesCOFCapital One Financial$57$1 â–²1.4%2860.0%FinanceShowing largest 100 holdings. View all holdings. 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