Evolution Advisers, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Evolution Advisers, Inc. held in its portfolio 170 assets valued at $230,944 (i.e. $230.94K).
The most valuable assets in the portfolio included: VANGUARD TAX-MANAGED FDS ($37.55K), VANGUARD INDEX FDS ($34.65K), and VANGUARD INDEX FDS ($25.11K).
The chart below shows the top 10 valuable assets, and the table below shows the top 170 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Evolution Advisers, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | 601143 | 37553 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 71017 | 34646 | GROWTH ETF |
| VANGUARD INDEX FDS | 131486 | 25112 | VALUE ETF |
| VANGUARD CHARLOTTE FDS | 458070 | 22133 | TOTAL INT BD ETF |
| VANGUARD BD INDEX FDS | 233077 | 18368 | SHORT TRM BOND |
| VANGUARD INTL EQUITY INDEX F | 263963 | 14190 | FTSE EMR MKT ETF |
| VANGUARD SCOTTSDALE FDS | 217033 | 10217 | MTG-BKD SECS ETF |
| VANGUARD BD INDEX FDS | 127930 | 8893 | LONG TERM BOND |
| VANGUARD INDEX FDS | 31866 | 8219 | SMALL CP ETF |
| VANGUARD BD INDEX FDS | 103833 | 8086 | INTERMED TERM |
| NUSHARES ETF TR | 187792 | 6799 | NUVEEN ESG INTL |
| NUSHARES ETF TR | 31757 | 3105 | NUVEEN ESG LRGCP |
| NUSHARES ETF TR | 123622 | 2763 | NUVEEN ESG US |
| NUSHARES ETF TR | 61179 | 2756 | NUVEEN ESG LRGVL |
| NUSHARES ETF TR | 63377 | 2254 | NUVEEN ESG EMRGN |
| ISHARES TR | 36482 | 1824 | CORE INTL AGGR |
| INVESCO EXCHANGE TRADED FD T | 24300 | 1616 | LARGE CAP VALUE |
| SCHWAB STRATEGIC TR | 58899 | 1584 | US LRG CAP ETF |
| VANGUARD INDEX FDS | 2498 | 1566 | S&P 500 ETF SHS |
| APPLE INC | 5419 | 1473 | COM |
| GENWORTH FINL INC | 121849 | 1100 | COM SHS |
| VANGUARD MUN BD FDS | 17288 | 869 | TAX EXEMPT BD |
| VANGUARD BD INDEX FDS | 10092 | 747 | TOTAL BND MRKT |
| NUSHARES ETF TR | 16029 | 715 | NUVEEN ESG SMLCP |
| VANGUARD STAR FDS | 8875 | 669 | VG TL INTL STK F |
| VANGUARD INDEX FDS | 2389 | 667 | MCAP GR IDXVIP |
| DIMENSIONAL ETF TRUST | 16680 | 660 | US CORE EQUITY 2 |
| VANGUARD INDEX FDS | 2087 | 657 | LARGE CAP ETF |
| EXXON MOBIL CORP | 4955 | 596 | COM |
| UNION PAC CORP | 2042 | 472 | COM |
| BERKSHIRE HATHAWAY INC DEL | 905 | 454 | CL B NEW |
| ALPHABET INC | 1359 | 425 | CAP STK CL A |
| WALMART INC | 3779 | 421 | COM |
| VANGUARD INDEX FDS | 1394 | 404 | MID CAP ETF |
| WELLS FARGO CO NEW | 4334 | 403 | COM |
| VANGUARD SCOTTSDALE FDS | 4578 | 365 | SHRT TRM CORP BD |
| OLD REP INTL CORP | 7682 | 350 | COM |
| AMAZON COM INC | 1516 | 349 | COM |
| VANGUARD INTL EQUITY INDEX F | 2066 | 291 | TT WRLD ST ETF |
| SCHWAB STRATEGIC TR | 11562 | 277 | INTL EQTY ETF |
| NISOURCE INC | 5932 | 247 | COM |
| VANGUARD WHITEHALL FDS | 1678 | 240 | HIGH DIV YLD |
| JPMORGAN CHASE & CO. | 651 | 209 | COM |
| SCHWAB STRATEGIC TR | 8810 | 205 | US AGGREGATE B |
| VANGUARD INDEX FDS | 39187 | 200 | TOTAL STK MKT |
| CURTISS WRIGHT CORP | 350 | 192 | COM |
| ALPHABET INC | 600 | 188 | CAP STK CL C |
| SCHWAB STRATEGIC TR | 5374 | 175 | EMRG MKTEQ ETF |
| MARKEL GROUP INC | 77 | 166 | COM |
| KIMBERLY-CLARK CORP | 1567 | 160 | COM |
| MICROSOFT CORP | 326 | 157 | COM |
| BROADCOM INC | 450 | 155 | COM |
| VISA INC | 381 | 133 | COM CL A |
| TELEDYNE TECHNOLOGIES INC | 250 | 127 | COM |
| LOWES COS INC | 522 | 126 | COM |
| SCHWAB STRATEGIC TR | 4191 | 126 | US MID-CAP ETF |
| SPDR S&P 500 ETF TR | 179 | 122 | TR UNIT |
| VANGUARD INTL EQUITY INDEX F | 1649 | 121 | ALLWRLD EX US |
| DOMINION ENERGY INC | 1967 | 115 | COM |
| MASTERCARD INCORPORATED | 197 | 112 | CL A |
| CISCO SYS INC | 1449 | 111 | COM |
| STRYKER CORPORATION | 300 | 105 | COM |
| VANGUARD INDEX FDS | 498 | 104 | EXTEND MKT ETF |
| THERMO FISHER SCIENTIFIC INC | 160 | 92 | COM |
| HOME DEPOT INC | 260 | 89 | COM |
| SCHWAB STRATEGIC TR | 2618 | 85 | US LCAP GR ETF |
| JOHNSON & JOHNSON | 403 | 83 | COM |
| CONSTELLATION ENERGY CORP | 232 | 82 | COM |
| ELEVANCE HEALTH INC | 236 | 82 | COM |
| SCHWAB STRATEGIC TR | 2864 | 81 | US SML CAP ETF |
| DIMENSIONAL ETF TRUST | 1699 | 79 | US CORE EQT MKT |
| JACOBS SOLUTIONS INC | 600 | 79 | COM |
| KINSALE CAP GROUP INC | 199 | 77 | COM |
| PEPSICO INC | 526 | 76 | COM |
| VANGUARD SCOTTSDALE FDS | 1101 | 75 | TOTAL WLD BD ETF |
| ORACLE CORP | 380 | 74 | COM |
| PRICE T ROWE GROUP INC | 728 | 74 | COM |
| TRUIST FINL CORP | 73840 | 73 | COM |
| SEI INVTS CO | 873 | 71 | COM |
| HERSHEY CO | 381 | 69 | COM |
| ISHARES TR | 100 | 68 | CORE S&P500 ETF |
| MCKESSON CORP | 83 | 68 | COM |
| TCW ETF TRUST | 2245 | 67 | HIGH YIELD BOND |
| AMGEN INC | 200 | 65 | COM |
| LOCKHEED MARTIN CORP | 132 | 63 | COM |
| ISHARES TR | 650 | 61 | ESG AW MSCI EAFE |
| CAPITAL ONE FINL CORP | 232 | 56 | COM |
| ISHARES TR | 444 | 53 | CORE S&P SCP ETF |
| NUTRIEN LTD | 867 | 53 | COM |
| DELTA AIR LINES INC DEL | 759 | 52 | COM NEW |
| ACCENTURE PLC IRELAND | 192 | 51 | SHS CLASS A |
| FIRST TR EXCHANGE-TRADED FD | 456 | 49 | WTR ETF |
| PHILLIPS 66 | 373 | 48 | COM |
| AUTOMATIC DATA PROCESSING IN | 176 | 45 | COM |
| PPL CORP | 1223 | 42 | COM |
| EA SERIES TRUST | 1513 | 41 | STANCE SUSTAINAB |
| ISHARES TR | 374 | 41 | IBOXX INV CP ETF |
| ISHARES TR | 319 | 41 | U.S. FINLS ETF |
| EATON CORP PLC | 126 | 40 | SHS |
| ISHARES TR | 565 | 37 | CORE S&P MCP ETF |
| VANGUARD WORLD FD | 45 | 33 | INF TECH ETF |
| CINTAS CORP | 180 | 33 | COM |
| EXELON CORP | 760 | 33 | COM |
| LINDE PLC | 79 | 33 | SHS |
| DIMENSIONAL ETF TRUST | 659 | 32 | INTERNATNAL VAL |
| INVESCO EXCHANGE TRADED FD T | 206 | 32 | AEROSPACE DEFN |
| SPDR S&P MIDCAP 400 ETF TR | 54 | 32 | UTSER1 S&PDCRP |
| STARBUCKS CORP | 383 | 32 | COM |
| FORTINET INC | 390 | 30 | COM |
| PAYCHEX INC | 275 | 30 | COM |
| GE AEROSPACE | 95 | 29 | COM NEW |
| INTERNATIONAL BUSINESS MACHS | 100 | 29 | COM |
| ISHARES TR | 142 | 28 | U.S. TECH ETF |
| HONEYWELL INTL INC | 136 | 26 | COM |
| VANGUARD WORLD FD | 199 | 24 | ESG US STK ETF |
| SPDR SERIES TRUST | 249 | 24 | BLOOMBERG HIGH Y |
| UNITEDHEALTH GROUP INC | 75 | 24 | COM |
| WILLIAMS SONOMA INC | 132 | 23 | COM |
| CHURCH & DWIGHT CO INC | 278 | 23 | COM |
| ISHARES INC | 300 | 20 | CORE MSCI EMKT |
| RIVIAN AUTOMOTIVE INC | 1006 | 19 | COM CL A |
| AMENTUM HOLDINGS INC | 636 | 18 | COM |
| SCHWAB STRATEGIC TR | 657 | 17 | US BRD MKT ETF |
| VANGUARD INSTL INDEX FD | 220 | 16 | 0-3 MO TREAS BIL |
| ALTRIA GROUP INC | 274 | 15 | COM |
| CHEVRON CORP NEW | 100 | 15 | COM |
| GE VERNOVA INC | 23 | 15 | COM |
| INVESCO QQQ TR | 25 | 15 | UNIT SER 1 |
| ISHARES TR | 71 | 14 | RUS 1000 VAL ETF |
| SALESFORCE INC | 50 | 13 | COM |
| AT&T INC | 494 | 12 | COM |
| SCHWAB STRATEGIC TR | 420 | 12 | US LCAP VA ETF |
| TESLA INC | 27 | 12 | COM |
| DANAHER CORPORATION | 50 | 11 | COM |
| DISNEY WALT CO | 100 | 11 | COM |
| LISTED FDS TR | 600 | 11 | ROUNDHILL BALL |
| SPDR GOLD TR | 28 | 11 | GOLD SHS |
| VANGUARD INDEX FDS | 116 | 10 | REAL ESTATE ETF |
| DIMENSIONAL ETF TRUST | 282 | 9 | US SMALL CAP VAL |
| FORD MTR CO | 700 | 9 | COM |
| SCHWAB STRATEGIC TR | 457 | 9 | US REIT ETF |
| ACUSHNET HLDGS CORP | 103 | 8 | COM |
| ISHARES TR | 130 | 8 | MRNING SM CP ETF |
| UNITED PARCEL SERVICE INC | 79 | 7 | CL B |
| VERIZON COMMUNICATIONS INC | 157 | 6 | COM |
| ARES CAPITAL CORP | 318 | 6 | COM |
| BANK AMERICA CORP | 125 | 6 | COM |
| EXTRA SPACE STORAGE INC | 50 | 6 | COM |
| SYNCHRONY FINANCIAL | 74 | 6 | COM |
| HCA HEALTHCARE INC | 11 | 5 | COM |
| MASTEC INC | 15 | 3 | COM |
| AMERICAN WTR WKS CO INC NEW | 16 | 2 | COM |
| GOLDMAN SACHS ETF TR | 17 | 2 | ACTIVEBETA US LG |
| INVESCO EXCHANGE TRADED FD T | 18 | 2 | S&P 500 GARP ETF |
| ISHARES TR | 19 | 2 | GLOBAL 100 ETF |
| VANGUARD INTL EQUITY INDEX F | 45 | 2 | GLB EX US ETF |
| VANGUARD WHITEHALL FDS | 15 | 1 | EM MK GOV BD ETF |
| CAPITAL GRP FIXED INCM ETF T | 80 | 1 | CORE PLUS INCM |
| ISHARES TR | 22 | 1 | MSCI INTL QUALTY |
| WARNER BROS DISCOVERY INC | 79 | 0 | COM SER A |
| APPLIED MATLS INC | 0 | 0 | COM |
| COCA COLA CO | 2 | 0 | COM |
| COSTCO WHSL CORP NEW | 0 | 0 | COM |
| ETFIS SER TR I | 17 | 0 | VIRTUS NEWFLEET |
| FIDELITY MERRIMACK STR TR | 17 | 0 | TOTAL BD ETF |
| FRANKLIN TEMPLETON ETF TR | 2 | 0 | INTL COR DIV TIL |
| ISHARES TR | 5 | 0 | SELF DRIVNG EV |
| MORGAN STANLEY | 2 | 0 | COM NEW |
| NIKE INC | 2 | 0 | CL B |
| SPDR SERIES TRUST | 15 | 0 | PORTFOLIO S&P400 |
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