Evolution Advisers, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), Evolution Advisers, Inc. reported 160 stock positions worth $190.0 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 15.1% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 13.5%) and Vanguard Mrngstr Val ETF-Aui (VTV, 11.6%). Compared with Q4 2024, it opened 5 new positions, sold out of 28, added to 34 and reduced 24. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +4%) and the biggest sale Vanguard Total Bond Market (BND, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001906967
- Portfolio Value
- $190.0M (Q1 2025)
- SEC Filing
- 0001842974-25-000015 ↗ filed May 9, 2025
Holdings Value
Holdings 160 stocks · $190.0M
| VEA Vanguard Ftse Developed ETF | 15.06% | 568,591 | $28.6M | Add +4.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 13.46% | 74,097 | $25.6M | Add +8.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 11.62% | 132,524 | $22.1M | Add +6.0% |
| BNDX Vanguard Total Intl Bond ETF | 11.05% | 432,160 | $21.0M | Add +3.0% |
| BSV Vanguard Short-Term Bond ETF | 8.27% | 202,818 | $15.7M | Add +5.7% |
| VWO Vanguard Ftse Emerging Marke | 5.93% | 250,907 | $11.3M | Add +5.5% |
| VMBS Vanguard Mortgage-Backed Sec | 4.80% | 198,088 | $9.1M | Add +18.3% |
| BLV Vanguard Long-Term Bond ETF | 4.39% | 119,668 | $8.3M | Add +24.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.37% | 30,085 | $6.4M | Add +12.3% |
| BIV Vanguard Intermediate-Term B | 3.34% | 83,898 | $6.3M | Add +12.5% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 3.05% | 182,051 | $5.8M | Add +27.1% |
| NUBD Nuveen ESG US Aggregate Bond | 1.35% | 116,036 | $2.6M | Add +63.0% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 1.32% | 31,940 | $2.5M | Reduce -0.7% |
| NULV Nuveen ESG Large-Cap Val ETF | 1.31% | 61,312 | $2.5M | Add +8.8% |
| NUEM Nuveen ESG Emerging Markets | 0.93% | 60,705 | $1.8M | Add +28.1% |
| PWV Invesco Large Cap Value ETF | 0.76% | 24,300 | $1.4M | No change |
| VOO Vanguard S&P 500 ETF | 0.69% | 2,537 | $1.3M | Reduce -50.6% |
| SCHX Schwab US Large-Cap ETF | 0.65% | 55,872 | $1.2M | Reduce -0.2% |
| AAPL Apple Inc. | 0.64% | 5,489 | $1.2M | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.41% | 15,757 | $781K | Reduce -21.1% |
| GNW Genworth Financial Inc. | 0.36% | 96,252 | $680K | Add +134.1% |
| NUSC Nuveen ESG Small-Cap ETF | 0.32% | 15,856 | $607K | Add +2.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.31% | 2,389 | $584K | No change |
| XOM Exxon Mobil Corp. | 0.30% | 4,851 | $575K | No change |
| DFAC Dimensional US Core Equity 2 | 0.29% | 16,680 | $550K | No change |
| VXUS Vanguard Total Intl Stock | 0.29% | 8,843 | $549K | Add +51.6% |
| UNP Union Pacific Corp. | 0.27% | 2,181 | $515K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 905 | $481K | Reduce -0.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.24% | 1,812 | $465K | Add +2284.2% |
| BNDW Vanguard Total World Bond Et | 0.20% | 5,543 | $381K | Add +452.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.19% | 1,415 | $365K | Add +1099.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.18% | 4,454 | $351K | No change |
| IAGG iShares Intl Aggregate Bond | 0.17% | 6,370 | $318K | No change |
| WFC Wells Fargo & Co. | 0.17% | 4,442 | $318K | Reduce -7.7% |
| ORI Old Republic Intl Corp. | 0.16% | 7,873 | $308K | No change |
| WMT Walmart Inc. | 0.16% | 3,456 | $302K | Reduce -0.4% |
| VT Vanguard Tot World STK ETF | 0.13% | 2,072 | $240K | Reduce -10.8% |
| NI Nisource Inc. | 0.12% | 5,932 | $237K | No change |
| VYM Vanguard High DVD Yield ETF | 0.12% | 1,829 | $235K | Reduce -1.1% |
| KMB Kimberly-Clark Corp. | 0.12% | 1,606 | $228K | No change |
| SCHF Schwab Intl Equity ETF | 0.12% | 11,336 | $224K | No change |
| GOOGL Alphabet Inc. Class A | 0.11% | 1,320 | $204K | Reduce -2.4% |
| AMZN Amazon.com Inc. | 0.10% | 1,043 | $198K | Reduce -1.6% |
| SCHZ Schwab US Aggregate Bond ETF | 0.09% | 7,636 | $176K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 33,784 | $166K | Reduce -3.6% |
| HD Home Depot Inc. | 0.08% | 440 | $161K | Reduce -2.6% |
| JPM JPMorgan Chase & Co. | 0.08% | 651 | $159K | Reduce -0.9% |
| MSFT Microsoft Corp. | 0.08% | 390 | $146K | No change |
| MKL Markel Group Inc. | 0.07% | 75 | $140K | Add +1.4% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.07% | 4,957 | $136K | No change |
| HCA HCA Healthcare Inc. | 0.07% | 390 | $134K | No change |
| V Visa Inc. Class A | 0.07% | 381 | $133K | No change |
| TDY Teledyne Technologies Inc. | 0.07% | 250 | $124K | No change |
| MA Mastercard Inc. Class A | 0.06% | 205 | $112K | No change |
| TFC Truist Financial Corp. | 0.06% | 74,770 | $112K | Reduce -0.0% |
| CW Curtiss-Wright Corp. | 0.06% | 350 | $111K | No change |
| SYK Stryker Corp. | 0.06% | 300 | $111K | No change |
| D Dominion Energy Inc. | 0.06% | 2,000 | $110K | Add +0.5% |
| SCHM Schwab US Mid Cap ETF | 0.06% | 4,191 | $109K | No change |
| PG The Procter & Gamble Co. | 0.06% | 619 | $105K | Add +14.0% |
| ELV Elevance Health Inc. | 0.05% | 236 | $102K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.05% | 179 | $100K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.05% | 1,649 | $100K | No change |
| KNSL Kinsale Capital Group Inc. | 0.05% | 199 | $96K | No change |
| LOW Lowe's Cos Inc. | 0.05% | 413 | $96K | No change |
| GOOG Alphabet Inc. Class C | 0.05% | 600 | $93K | Reduce -4.5% |
| CSCO Cisco Systems Inc. | 0.05% | 1,449 | $88K | Add +0.2% |
| VXF Vanguard Extended Market ETF | 0.04% | 498 | $85K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.04% | 160 | $79K | No change |
| PEP Pepsico Inc. | 0.04% | 526 | $78K | No change |
| AVGO Broadcom Inc. | 0.04% | 450 | $75K | No change |
| SCHG Schwab US Large-Cap Growth | 0.04% | 3,032 | $75K | No change |
| JNJ Johnson & Johnson | 0.04% | 451 | $74K | Add +9.5% |
| J Jacobs Solutions Inc. | 0.04% | 600 | $72K | No change |
| COF Capital One Financial Corp. | 0.04% | 398 | $69K | Add +3.6% |
| SEIC Sei Investments Company | 0.04% | 873 | $67K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.03% | 728 | $66K | No change |
| DFAU Dimensional US Core Equity M | 0.03% | 1,699 | $65K | No change |
| HSY The Hershey Co. | 0.03% | 381 | $65K | No change |
| TSLA Tesla Inc. | 0.03% | 251 | $65K | No change |
| AMGN Amgen Inc. | 0.03% | 200 | $62K | No change |
| ACN Accenture PLC Class A | 0.03% | 192 | $59K | No change |
| LMT Lockheed Martin Corp. | 0.03% | 132 | $58K | No change |
| IVV iShares Core S&P 500 ETF | 0.03% | 100 | $56K | No change |
| MCK McKesson Corp. | 0.03% | 83 | $55K | No change |
| ADP Automatic Data Processing | 0.03% | 176 | $53K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.03% | 650 | $53K | No change |
| ORCL Oracle Corp. | 0.03% | 380 | $53K | No change |
| SCHA Schwab US Small-Cap ETF | 0.03% | 2,156 | $50K | No change |
| PSX Phillips 66 | 0.03% | 400 | $49K | Reduce -0.7% |
| CEG Constellation Energy | 0.02% | 232 | $47K | No change |
| IJR iShares Core S&P Small-Cap E | 0.02% | 444 | $46K | No change |
| ADBE Adobe Inc. | 0.02% | 119 | $45K | No change |
| FIW First Trust Water ETF | 0.02% | 456 | $45K | No change |
| NTR Nutrien Ltd. | 0.02% | 867 | $43K | No change |
| PPL PPL Corp. | 0.02% | 1,223 | $43K | Add +0.8% |
| PAYX Paychex Inc. | 0.02% | 275 | $42K | No change |
| UL Unilever PLC | 0.02% | 700 | $41K | Reduce -1.0% |
| UNH Unitedhealth Group Inc. | 0.02% | 75 | $39K | Reduce -2.6% |
| FTNT Fortinet Inc. | 0.02% | 390 | $37K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| BND Vanguard Total Bond Market | Reduce -100.0% | 0.00% | −1.44 |
| VOO Vanguard S&P 500 ETF | Reduce -50.6% | 0.69% | −0.82 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -0.7% | 1.32% | −0.19 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -21.1% | 0.41% | −0.14 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.2% | 0.65% | −0.06 |
| SCHB Schwab US Broad Market ETF | Reduce -86.4% | 0.01% | −0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -2.4% | 0.11% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -1.6% | 0.10% | −0.02 |
| VT Vanguard Tot World STK ETF | Reduce -10.8% | 0.13% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -7.7% | 0.17% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -4.5% | 0.05% | −0.02 |
| WMT Walmart Inc. | Reduce -0.4% | 0.16% | −0.01 |
| HD Home Depot Inc. | Reduce -2.6% | 0.08% | −0.01 |
| TGT Target Corp. | Sold out | 0.00% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.6% | 0.09% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.1% | 0.12% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -22.2% | 0.01% | −0.00 |
| ITW Illinois Tool Works | Sold out | 0.00% | −0.00 |
| TFC Truist Financial Corp. | Reduce -0.0% | 0.06% | −0.00 |
| PM Philip Morris International | Sold out | 0.00% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.1% | 0.02% | −0.00 |
| IWS iShares Russell Mid-Cap Valu | Sold out | 0.00% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -0.9% | 0.08% | −0.00 |
| KMX Carmax Inc. | Sold out | 0.00% | −0.00 |
| COP Conocophillips | Sold out | 0.00% | −0.00 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.00 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.00 |
| RTX RTX Corp. | Sold out | 0.00% | −0.00 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.00 |
| UL Unilever PLC | Reduce -1.0% | 0.02% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -2.6% | 0.02% | −0.00 |
| ABT Abbott Laboratories | Sold out | 0.00% | 0.00 |
| CARR Carrier Global Corp. | Sold out | 0.00% | 0.00 |
| DLTR Dollar Tree Inc. | Sold out | 0.00% | 0.00 |
| GD General Dynamics Corp. | Sold out | 0.00% | 0.00 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | 0.00 |
| NGVT Ingevity Corp. | Sold out | 0.00% | 0.00 |
| INTC Intel Corp. | Sold out | 0.00% | 0.00 |
| MCD McDonald's Corp. | Sold out | 0.00% | 0.00 |
| OLPX Olaplex Holdings Inc. | Sold out | 0.00% | 0.00 |
| OTIS Otis Worldwide Corp. | Sold out | 0.00% | 0.00 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | 0.00 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | 0.00 |
| SLB SLB Ltd. | Sold out | 0.00% | 0.00 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | 0.00 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | 0.00 |
| UA Under Armour Inc. Class C | Sold out | 0.00% | 0.00 |
| VOLATILITY SHS TR | Sold out | 0.00% | 0.00 |
| SW Smurfit Westrock PLC | Sold out | 0.00% | 0.00 |
| MO Altria Group Inc. | Reduce -1.8% | 0.01% | +0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| VEA Vanguard Ftse Developed ETF | Add +4.1% | 15.06% | +0.80 |
| BLV Vanguard Long-Term Bond ETF | Add +24.3% | 4.39% | +0.79 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Add +27.1% | 3.05% | +0.70 |
| VMBS Vanguard Mortgage-Backed Sec | Add +18.3% | 4.80% | +0.65 |
| NUBD Nuveen ESG US Aggregate Bond | Add +63.0% | 1.35% | +0.51 |
| BIV Vanguard Intermediate-Term B | Add +12.5% | 3.34% | +0.29 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +2284.2% | 0.24% | +0.23 |
| VWO Vanguard Ftse Emerging Marke | Add +5.5% | 5.93% | +0.21 |
| GNW Genworth Financial Inc. | Add +134.1% | 0.36% | +0.20 |
| NUEM Nuveen ESG Emerging Markets | Add +28.1% | 0.93% | +0.18 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1099.2% | 0.19% | +0.18 |
| BSV Vanguard Short-Term Bond ETF | Add +5.7% | 8.27% | +0.17 |
| BNDW Vanguard Total World Bond Et | Add +452.6% | 0.20% | +0.16 |
| VXUS Vanguard Total Intl Stock | Add +51.6% | 0.29% | +0.10 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +8.8% | 1.31% | +0.09 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +6.0% | 11.62% | +0.06 |
| JNJ Johnson & Johnson | Add +9.5% | 0.04% | +0.01 |
| PG The Procter & Gamble Co. | Add +14.0% | 0.06% | +0.01 |
| RIVN Rivian Automotive Inc. Class A | Add +293.0% | 0.01% | +0.00 |
| MKL Markel Group Inc. | Add +1.4% | 0.07% | +0.00 |
| CVX Chevron Corp. | Add +13.6% | 0.01% | +0.00 |
| IBM Intl Business Machines Corp. | Add +9.0% | 0.01% | +0.00 |
| SO The Southern Co. | New | 0.00% | +0.00 |
| T AT&T Inc. | Add +9.2% | 0.01% | +0.00 |
| MRK Merck & Co. Inc. | New | 0.00% | +0.00 |
| DUK Duke Energy Corp. | Add +61.4% | 0.00% | +0.00 |
| AMT American Tower Corp. | New | 0.00% | +0.00 |
| VLO Valero Energy Corp. | New | 0.00% | +0.00 |
| PPL PPL Corp. | Add +0.8% | 0.02% | +0.00 |
| CGCP Cap Group Core Plus Income | New | 0.00% | +0.00 |
| KO The Coca-Cola Co. | Add +170.0% | 0.00% | +0.00 |
| VZ Verizon Communications Inc. | Add +1.9% | 0.00% | +0.00 |
| CSCO Cisco Systems Inc. | Add +0.2% | 0.05% | −0.00 |
| D Dominion Energy Inc. | Add +0.5% | 0.06% | −0.00 |
| COF Capital One Financial Corp. | Add +3.6% | 0.04% | −0.00 |
| NUSC Nuveen ESG Small-Cap ETF | Add +2.9% | 0.32% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +12.3% | 3.37% | −0.15 |
| BNDX Vanguard Total Intl Bond ETF | Add +3.0% | 11.05% | −0.20 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +8.4% | 13.46% | −1.86 |
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 |