Evolution Advisers, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 26, 2024), Evolution Advisers, Inc. reported 186 stock positions worth $174.0 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 15.2% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 15.0%) and Vanguard Total Intl Bond ETF (BNDX, 11.5%). Compared with Q1 2024, it opened 18 new positions, sold out of 15, added to 49 and reduced 27. The biggest buy was Vanguard Total Intl Bond ETF (BNDX, shares +7%) and the biggest sale Vanguard Mrngstr Val ETF-Aui (VTV, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001906967
- Portfolio Value
- $174.0M (Q2 2024)
- SEC Filing
- 0001906967-24-000001 ↗ filed Jul 26, 2024
Holdings Value
Holdings 186 stocks · $174.0M
| VUG Vanguard Mrngstar GR ETF-Sui | 15.16% | 70,489 | $26.4M | Reduce -3.3% |
| VEA Vanguard Ftse Developed ETF | 15.04% | 529,380 | $26.2M | Add +1.9% |
| BNDX Vanguard Total Intl Bond ETF | 11.51% | 411,561 | $20.0M | Add +7.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 11.43% | 123,976 | $19.9M | Reduce -0.9% |
| BSV Vanguard Short-Term Bond ETF | 7.89% | 178,934 | $13.7M | Add +7.1% |
| VWO Vanguard Ftse Emerging Marke | 5.80% | 230,602 | $10.1M | Add +2.6% |
| VMBS Vanguard Mortgage-Backed Sec | 4.99% | 191,282 | $8.7M | Add +6.2% |
| BLV Vanguard Long-Term Bond ETF | 4.49% | 111,013 | $7.8M | Add +7.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.37% | 26,879 | $5.9M | Reduce -0.6% |
| BIV Vanguard Intermediate-Term B | 3.21% | 74,596 | $5.6M | Add +7.4% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 2.50% | 139,752 | $4.3M | Add +6.0% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 1.51% | 32,432 | $2.6M | Reduce -5.8% |
| NULV Nuveen ESG Large-Cap Val ETF | 1.06% | 48,792 | $1.8M | Reduce -0.4% |
| NUEM Nuveen ESG Emerging Markets | 0.78% | 47,465 | $1.4M | Add +6.9% |
| PWV Invesco Large Cap Value ETF | 0.78% | 24,696 | $1.4M | No change |
| NUBD Nuveen ESG US Aggregate Bond | 0.72% | 57,638 | $1.3M | Add +12.6% |
| SCHX Schwab US Large-Cap ETF | 0.71% | 19,237 | $1.2M | Reduce -8.6% |
| VOO Vanguard S&P 500 ETF | 0.70% | 2,452 | $1.2M | Reduce -2.9% |
| AAPL Apple Inc. | 0.68% | 5,581 | $1.2M | Add +1.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.56% | 19,594 | $981K | No change |
| NUSC Nuveen ESG Small-Cap ETF | 0.35% | 15,554 | $611K | Add +9.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.34% | 2,560 | $587K | No change |
| XOM Exxon Mobil Corp. | 0.32% | 4,829 | $555K | Add +0.2% |
| DFAC Dimensional US Core Equity 2 | 0.31% | 16,680 | $537K | No change |
| UNP Union Pacific Corp. | 0.29% | 2,200 | $497K | Reduce -0.3% |
| WFC Wells Fargo & Co. | 0.23% | 6,783 | $402K | Reduce -0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 912 | $371K | Add +0.8% |
| VXUS Vanguard Total Intl Stock | 0.20% | 5,831 | $351K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.20% | 4,454 | $344K | No change |
| VT Vanguard Tot World STK ETF | 0.18% | 2,808 | $316K | Add +31.1% |
| ORI Old Republic Intl Corp. | 0.17% | 9,632 | $297K | Reduce -0.4% |
| KMB Kimberly-Clark Corp. | 0.16% | 2,000 | $276K | Reduce -0.5% |
| GNW Genworth Financial Inc. | 0.14% | 41,111 | $248K | No change |
| GOOGL Alphabet Inc. Class A | 0.14% | 1,353 | $246K | Add +2.5% |
| SCHZ Schwab US Aggregate Bond ETF | 0.14% | 5,184 | $236K | Add +0.2% |
| WMT Walmart Inc. | 0.13% | 3,470 | $234K | Add +0.0% |
| VYM Vanguard High DVD Yield ETF | 0.13% | 1,910 | $226K | No change |
| SCHF Schwab Intl Equity ETF | 0.13% | 5,802 | $222K | Reduce -5.7% |
| MSFT Microsoft Corp. | 0.10% | 403 | $180K | No change |
| NI Nisource Inc. | 0.10% | 5,932 | $170K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 32,472 | $161K | Reduce 0.0% |
| HD Home Depot Inc. | 0.09% | 452 | $155K | Add +2.7% |
| AMZN Amazon.com Inc. | 0.09% | 781 | $150K | Add +1.7% |
| TSLA Tesla Inc. | 0.08% | 732 | $144K | Reduce -1.2% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.08% | 5,180 | $137K | Reduce -8.9% |
| JPM JPMorgan Chase & Co. | 0.08% | 657 | $132K | Add +0.9% |
| ELV Elevance Health Inc. | 0.07% | 236 | $127K | Reduce -32.6% |
| GOOG Alphabet Inc. Class C | 0.07% | 628 | $115K | Add +4.2% |
| MKL Markel Group Inc. | 0.07% | 72 | $114K | Reduce -1.4% |
| TFC Truist Financial Corp. | 0.07% | 74,865 | $113K | Add +0.0% |
| SCHM Schwab US Mid Cap ETF | 0.06% | 1,397 | $108K | No change |
| LOW Lowe's Cos Inc. | 0.06% | 463 | $102K | Add +12.1% |
| SYK Stryker Corp. | 0.06% | 300 | $102K | No change |
| V Visa Inc. Class A | 0.06% | 381 | $100K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 179 | $97K | No change |
| TDY Teledyne Technologies Inc. | 0.06% | 250 | $96K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.06% | 1,649 | $96K | No change |
| D Dominion Energy Inc. | 0.05% | 1,957 | $95K | Reduce -51.2% |
| CW Curtiss-Wright Corp. | 0.05% | 350 | $94K | No change |
| BNDW Vanguard Total World Bond Et | 0.05% | 1,374 | $93K | Add +38.0% |
| MA Mastercard Inc. Class A | 0.05% | 205 | $90K | No change |
| PEP Pepsico Inc. | 0.05% | 542 | $89K | No change |
| PG The Procter & Gamble Co. | 0.05% | 540 | $89K | No change |
| SCHG Schwab US Large-Cap Growth | 0.05% | 880 | $88K | Reduce -20.6% |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 160 | $88K | No change |
| VXF Vanguard Extended Market ETF | 0.05% | 498 | $84K | No change |
| J Jacobs Solutions Inc. | 0.05% | 600 | $83K | No change |
| SCHB Schwab US Broad Market ETF | 0.05% | 1,329 | $83K | Add +17.2% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.05% | 712 | $82K | Add +0.8% |
| KNSL Kinsale Capital Group Inc. | 0.04% | 199 | $76K | Add +197.0% |
| AVGO Broadcom Inc. | 0.04% | 45 | $72K | No change |
| HSY The Hershey Co. | 0.04% | 379 | $69K | Add +0.3% |
| CSCO Cisco Systems Inc. | 0.04% | 1,437 | $68K | Add +0.3% |
| ADBE Adobe Inc. | 0.04% | 119 | $66K | No change |
| COF Capital One Financial Corp. | 0.04% | 464 | $64K | Add +7.7% |
| XMMO Invesco S&P Midcap Momentum | 0.04% | 569 | $64K | Reduce -0.2% |
| ACN Accenture PLC Class A | 0.04% | 214 | $64K | No change |
| DFAU Dimensional US Core Equity M | 0.04% | 1,699 | $63K | No change |
| AMGN Amgen Inc. | 0.04% | 200 | $62K | No change |
| IVV iShares Core S&P 500 ETF | 0.04% | 114 | $62K | Add +14.0% |
| LMT Lockheed Martin Corp. | 0.04% | 132 | $61K | No change |
| JNJ Johnson & Johnson | 0.03% | 411 | $60K | Add +2.5% |
| SEIC Sei Investments Company | 0.03% | 873 | $56K | No change |
| PSX Phillips 66 | 0.03% | 383 | $54K | No change |
| ORCL Oracle Corp. | 0.03% | 380 | $53K | No change |
| SCHA Schwab US Small-Cap ETF | 0.03% | 1,125 | $53K | Reduce -41.9% |
| ESGD iShares Trust iShares ESG Aw | 0.03% | 650 | $51K | No change |
| MCK McKesson Corp. | 0.03% | 83 | $48K | No change |
| IJR iShares Core S&P Small-Cap E | 0.03% | 444 | $47K | No change |
| ETN Eaton Corp. PLC | 0.03% | 150 | $47K | No change |
| CEG Constellation Energy | 0.03% | 231 | $46K | Reduce -0.4% |
| FIW First Trust Water ETF | 0.03% | 456 | $45K | No change |
| NTR Nutrien Ltd. | 0.03% | 867 | $44K | No change |
| ADP Automatic Data Processing | 0.02% | 176 | $42K | No change |
| UNH Unitedhealth Group Inc. | 0.02% | 77 | $39K | Add +2.7% |
| UL Unilever PLC | 0.02% | 707 | $38K | Add +1.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.02% | 155 | $37K | Reduce -42.8% |
| DAL Delta Air Lines Inc. | 0.02% | 759 | $36K | No change |
| IJH iShares Core S&P Midcap ETF | 0.02% | 577 | $33K | Add +2.1% |
| PPL PPL Corp. | 0.02% | 1,193 | $32K | Add +0.8% |
Portfolio Sells Q1 2024 → Q2 2024
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.9% | 11.43% | −0.60 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.6% | 3.37% | −0.28 |
| NULV Nuveen ESG Large-Cap Val ETF | Reduce -0.4% | 1.06% | −0.06 |
| D Dominion Energy Inc. | Reduce -51.2% | 0.05% | −0.06 |
| SCHX Schwab US Large-Cap ETF | Reduce -8.6% | 0.71% | −0.06 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -5.8% | 1.51% | −0.04 |
| UNP Union Pacific Corp. | Reduce -0.3% | 0.29% | −0.03 |
| ELV Elevance Health Inc. | Reduce -32.6% | 0.07% | −0.03 |
| SCHA Schwab US Small-Cap ETF | Reduce -41.9% | 0.03% | −0.03 |
| IDCC Interdigital Inc. | Sold out | 0.00% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -42.8% | 0.02% | −0.02 |
| SCHF Schwab Intl Equity ETF | Reduce -5.7% | 0.13% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -2.9% | 0.70% | −0.01 |
| SCHG Schwab US Large-Cap Growth | Reduce -20.6% | 0.05% | −0.01 |
| BA The Boeing Co. | Sold out | 0.00% | −0.01 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -8.9% | 0.08% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.01 |
| ORI Old Republic Intl Corp. | Reduce -0.4% | 0.17% | −0.01 |
| PM Philip Morris International | Reduce -85.9% | 0.00% | −0.00 |
| UPS United Parcel Service Class B | Reduce -11.2% | 0.01% | −0.00 |
| XMMO Invesco S&P Midcap Momentum | Reduce -0.2% | 0.04% | −0.00 |
| WFC Wells Fargo & Co. | Reduce -0.4% | 0.23% | −0.00 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.00 |
| MET Metlife Inc. | Sold out | 0.00% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce 0.0% | 0.09% | −0.00 |
| ARRY Array Technologies Inc. | Sold out | 0.00% | −0.00 |
| BHF Brighthouse Financial Inc. | Sold out | 0.00% | −0.00 |
| CLNE Clean Energy Fuels Corp. | Sold out | 0.00% | −0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.00 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.00 |
| GH Guardant Health Inc. | Sold out | 0.00% | −0.00 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.00 |
| SLB SLB Ltd. | Reduce -20.0% | 0.00% | −0.00 |
| SYF Synchrony Financial | Reduce -1.4% | 0.00% | −0.00 |
| U Unity Software Inc. | Sold out | 0.00% | −0.00 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.00 |
| MKL Markel Group Inc. | Reduce -1.4% | 0.07% | +0.00 |
| CEG Constellation Energy | Reduce -0.4% | 0.03% | +0.00 |
| KMB Kimberly-Clark Corp. | Reduce -0.5% | 0.16% | +0.01 |
| TSLA Tesla Inc. | Reduce -1.2% | 0.08% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.3% | 15.16% | +0.35 |
Portfolio Buys Q1 2024 → Q2 2024
| BNDX Vanguard Total Intl Bond ETF | Add +7.3% | 11.51% | +0.38 |
| BSV Vanguard Short-Term Bond ETF | Add +7.1% | 7.89% | +0.33 |
| VWO Vanguard Ftse Emerging Marke | Add +2.6% | 5.80% | +0.26 |
| VMBS Vanguard Mortgage-Backed Sec | Add +6.2% | 4.99% | +0.14 |
| BIV Vanguard Intermediate-Term B | Add +7.4% | 3.21% | +0.12 |
| AAPL Apple Inc. | Add +1.7% | 0.68% | +0.12 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Add +6.0% | 2.50% | +0.08 |
| NUEM Nuveen ESG Emerging Markets | Add +6.9% | 0.78% | +0.06 |
| BLV Vanguard Long-Term Bond ETF | Add +7.1% | 4.49% | +0.06 |
| NUBD Nuveen ESG US Aggregate Bond | Add +12.6% | 0.72% | +0.06 |
| VT Vanguard Tot World STK ETF | Add +31.1% | 0.18% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +2.5% | 0.14% | +0.02 |
| KNSL Kinsale Capital Group Inc. | Add +197.0% | 0.04% | +0.02 |
| BNDW Vanguard Total World Bond Et | Add +38.0% | 0.05% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +4.2% | 0.07% | +0.01 |
| WMT Walmart Inc. | Add +0.0% | 0.13% | +0.01 |
| SCHB Schwab US Broad Market ETF | Add +17.2% | 0.05% | +0.01 |
| UBER Uber Technologies Inc. | Add +5333.3% | 0.01% | +0.01 |
| COST Costco Wholesale Corp. | Add +28.6% | 0.02% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +14.0% | 0.04% | +0.00 |
| AMZN Amazon.com Inc. | Add +1.7% | 0.09% | +0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | New | 0.00% | +0.00 |
| NUSC Nuveen ESG Small-Cap ETF | Add +9.4% | 0.35% | +0.00 |
| DFAI Dimensional International Co. | New | 0.00% | +0.00 |
| BND Vanguard Total Bond Market | Add +108.5% | 0.00% | +0.00 |
| DFAE Dimensional Emerging Core Eq | New | 0.00% | +0.00 |
| RIVN Rivian Automotive Inc. Class A | Add +4166.7% | 0.00% | +0.00 |
| ABBV Abbvie Inc. | New | 0.00% | +0.00 |
| DFS Discover Financial Services | New | 0.00% | +0.00 |
| RTX RTX Corp. | New | 0.00% | +0.00 |
| XLK SS Technology Select Sector | New | 0.00% | +0.00 |
| UL Unilever PLC | Add +1.0% | 0.02% | +0.00 |
| ABT Abbott Laboratories | New | 0.00% | 0.00 |
| CARR Carrier Global Corp. | New | 0.00% | 0.00 |
| DLTR Dollar Tree Inc. | New | 0.00% | 0.00 |
| GD General Dynamics Corp. | New | 0.00% | 0.00 |
| NGVT Ingevity Corp. | New | 0.00% | 0.00 |
| MCD McDonald's Corp. | New | 0.00% | 0.00 |
| OTIS Otis Worldwide Corp. | New | 0.00% | 0.00 |
| PYPL PayPal Holdings Inc. | New | 0.00% | 0.00 |
| SCHR Schwab Intermediate-Term US | New | 0.00% | 0.00 |
| SCHO Schwab Short-Term US Treas | New | 0.00% | 0.00 |
| UNH Unitedhealth Group Inc. | Add +2.7% | 0.02% | 0.00 |
| WRK Westrock Co. | New | 0.00% | 0.00 |
| T AT&T Inc. | Add +1.1% | 0.01% | −0.00 |
| MO Altria Group Inc. | Add +3.8% | 0.01% | −0.00 |
| CVX Chevron Corp. | Add +6.5% | 0.01% | −0.00 |
| KO The Coca-Cola Co. | Add +400.0% | 0.00% | −0.00 |
| ARCC Ares Capital Corp. | Add +2.0% | 0.00% | −0.00 |
| VZ Verizon Communications Inc. | Add +0.7% | 0.00% | −0.00 |
Notes & Other Activity Q1 2024 → Q2 2024
| VOOV Vanguard S&P 500 Value ETF | 500 VAL IDX FD | Reduce -100.0% | 0 | $0 |
| VOOG Vanguard S&P 500 Growth ETF | 500 GRTH IDX F | Reduce -100.0% | 0 | $0 |
| AEP American Electric Power | COM | Sold out | 0 | $0before exit |
| PFG Principal Financial Group | COM | New | 0 | $0 |
| PRA Proassurance Corp. | COM | New | 0 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 942 | $272.1M | VEA, VUG, VTV, BNDX, BSV |
| Q1 2026 | 160 | $237.3M | VEA, VUG, VTV, BNDX, BSV |
| Q4 2025 | 168 | $230.9M | VEA, VUG, VTV, BNDX, BSV |
| Q3 2025 | 160 | $222.4M | VEA, VUG, VTV, BNDX, BSV |
| Q2 2025 | 155 | $204.0M | VEA, VUG, VTV, BNDX, BSV |
| Q1 2025 | 160 | $190.0M | VEA, VUG, VTV, BNDX, BSV |
| Q4 2024 | 183 | $183.0M | VUG, VEA, VTV, BNDX, BSV |
| Q3 2024 | 196 | $183.7M | VEA, VUG, VTV, BNDX, BSV |
| Q2 2024 | 186 | $174.0M | VUG, VEA, BNDX, VTV, BSV |
| Q1 2024 | 184 | $169.4M | VEA, VUG, VTV, BNDX, BSV |