Evolution Advisers, Inc.
- SEC CIK
- 0001906967
- Latest filing
- Jul 31, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 9, 2022. Long positions only.
- Positions
- 148
- No filing for Q3 2021
- Portfolio value
- $136.0M
- No filing for Q3 2021
Evolution Advisers, Inc. did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 65,387 | $21.0M | 15.4% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 385,989 | $19.7M | 14.5% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 113,840 | $16.7M | 12.3% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 298,624 | $16.5M | 12.1% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 132,562 | $10.7M | 7.9% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 168,651 | $8.34M | 6.1% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 147,046 | $7.77M | 5.7% | – | – | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 71,825 | $7.39M | 5.4% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 25,583 | $5.78M | 4.3% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 52,097 | $4.56M | 3.4% | – | – | – |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 80,535 | $2.50M | 1.8% | – | – | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 22,340 | $1.53M | 1.1% | – | – | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 39,161 | $1.52M | 1.1% | – | – | – |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 25,165 | $1.23M | 0.9% | – | – | – |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 35,297 | $906.0K | 0.7% | – | – | – |
| AAPLApple Inc. | Stock | 4,825 | $856.0K | 0.6% | – | – | History |
| UNPUnion Pacific Corp | Stock | 2,816 | $709.0K | 0.5% | – | – | History |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 20,006 | $646.0K | 0.5% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 18,817 | $545.0K | 0.4% | – | – | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 11,657 | $489.0K | 0.4% | – | – | – |
| KMBKimberly Clark Corp | Stock | 2,832 | $407.0K | 0.3% | – | – | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,494 | $380.0K | 0.3% | – | – | – |
| WFCWells Fargo & Company | Stock | 7,667 | $367.0K | 0.3% | – | – | History |
| UBSIUnited Bankshares Inc | COM | 10,042 | $364.0K | 0.3% | – | – | History |
| DDominion Energy, Inc | Stock | 4,437 | $348.0K | 0.3% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 4,736 | $289.0K | 0.2% | – | – | History |
| ORIOld Republic International Corp | COM | 10,961 | $269.0K | 0.2% | – | – | History |
| TSLATesla, Inc. | Stock | 247 | $261.0K | 0.2% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 662 | $197.0K | 0.1% | – | – | History |
| MOAltria Group, Inc. | Stock | 3,996 | $192.0K | 0.1% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,660 | $186.0K | 0.1% | – | – | – |
| HDHome Depot, Inc. | Stock | 440 | $182.0K | 0.1% | – | – | History |
| NINisource Inc. | COM | 5,932 | $163.0K | 0.1% | – | – | History |
| WMTWalmart Inc. | Stock | 1,022 | $148.0K | 0.1% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 46 | $133.0K | 0.1% | – | – | History |
| MAMastercard Inc | Stock | 359 | $128.0K | 0.1% | – | – | History |
| TROWPrice T Rowe Group Inc | Stock | 641 | $126.0K | 0.1% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 253 | $110.0K | 0.1% | – | – | – |
| TDYTeledyne Technologies Inc | COM | 250 | $109.0K | 0.1% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 160 | $106.0K | 0.1% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 190 | $90.0K | 0.1% | – | – | History |
| PGProcter & Gamble Co | Stock | 540 | $88.0K | 0.1% | – | – | History |
| MSFTMicrosoft Corp | Stock | 250 | $84.0K | 0.1% | – | – | History |
| HCAHCA Healthcare, Inc. | COM | 315 | $80.0K | 0.1% | – | – | History |
| VVisa Inc. | Stock | 365 | $79.0K | 0.1% | – | – | History |
| ELVElevance Health, Inc. | Stock | 158 | $73.0K | 0.1% | – | – | History |
| HSYHershey Co | COM | 369 | $71.0K | 0.1% | – | – | History |
| GOOGAlphabet Inc. | Stock | 24 | $69.0K | 0.1% | – | – | History |
| ADBEAdobe Inc. | Stock | 119 | $67.0K | <0.1% | – | – | History |
| TFCTruist Financial Corp | COM | 1,116 | $65.0K | <0.1% | – | – | History |
| PEPPepsiCo Inc | Stock | 342 | $59.0K | <0.1% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 331 | $52.0K | <0.1% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 203 | $51.0K | <0.1% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 144 | $48.0K | <0.1% | – | – | History |
| CWCurtiss Wright Corp | Stock | 350 | $48.0K | <0.1% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 196 | $47.0K | <0.1% | – | – | – |
| LMTLockheed Martin Corp | Stock | 132 | $46.0K | <0.1% | – | – | History |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 456 | $43.0K | <0.1% | – | – | – |
| EXCExelon Corp | Stock | 683 | $39.0K | <0.1% | – | – | History |
| PAYXPaychex Inc | Stock | 284 | $38.0K | <0.1% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 527 | $33.0K | <0.1% | – | – | History |
| ORCLOracle Corp | Stock | 380 | $33.0K | <0.1% | – | – | History |
| PPLPPL Corp | COM | 1,089 | $33.0K | <0.1% | – | – | History |
| DHRDanaher Corp | Stock | 100 | $32.0K | <0.1% | – | – | History |
| KNSLKinsale Capital Group, Inc. | Stock | 135 | $32.0K | <0.1% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 113 | $31.0K | <0.1% | – | – | – |
| CHDChurch & Dwight Co Inc | COM | 300 | $30.0K | <0.1% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 173 | $29.0K | <0.1% | – | – | – |
| DALDelta Air Lines, Inc. | COM NEW | 759 | $29.0K | <0.1% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 51 | $28.0K | <0.1% | – | – | History |
| PSXPhillips 66 | Stock | 393 | $28.0K | <0.1% | – | – | History |
| IDCCInterDigital, Inc. | COM | 400 | $28.0K | <0.1% | – | – | History |
| HONHoneywell International Inc | COM | 128 | $26.0K | <0.1% | – | – | History |
| ZTSZoetis Inc. | Stock | 100 | $24.0K | <0.1% | – | – | History |
| MCKMcKesson Corp | Stock | 83 | $20.0K | <0.1% | – | – | History |
| BABoeing Co | Stock | 100 | $20.0K | <0.1% | – | – | History |
| LLYEli Lilly & Co | Stock | 75 | $20.0K | <0.1% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 89 | $19.0K | <0.1% | – | – | History |
| CTASCintas Corp | Stock | 45 | $19.0K | <0.1% | – | – | History |
| VZVerizon Communications Inc | Stock | 352 | $18.0K | <0.1% | – | – | History |
| IBNIcici Bank Ltd | ADR | 483 | $17.0K | <0.1% | – | – | History |
| AMZNAmazon Com Inc | Stock | 5 | $16.0K | <0.1% | – | – | History |
| JNJJohnson & Johnson | Stock | 94 | $16.0K | <0.1% | – | – | History |
| DISWalt Disney Co | Stock | 104 | $16.0K | <0.1% | – | – | History |
| AWKAmerican Water Works Company, Inc. | Stock | 80 | $15.0K | <0.1% | – | – | History |
| FFord Motor Co | Stock | 700 | $14.0K | <0.1% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 100 | $13.0K | <0.1% | – | – | History |
| TAT&T Inc. | Stock | 523 | $12.0K | <0.1% | – | – | History |
| BXBlackstone Inc. | COM | 100 | $12.0K | <0.1% | – | – | History |
| AEPAmerican Electric Power Co Inc | Stock | 130 | $11.0K | <0.1% | – | – | History |
| CVXChevron Corp | Stock | 100 | $11.0K | <0.1% | – | – | History |
| PFEPfizer Inc | Stock | 194 | $11.0K | <0.1% | – | – | History |
| EXRExtra Space Storage Inc. | COM | 50 | $11.0K | <0.1% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 138 | $9.00K | <0.1% | – | – | History |
| ECLEcolab Inc. | Stock | 40 | $9.00K | <0.1% | – | – | History |
| MKLMarkel Group Inc. | COM | 8 | $9.00K | <0.1% | – | – | History |
| KOCoca Cola Co | Stock | 143 | $8.00K | <0.1% | – | – | History |
| BAXBaxter International Inc | Stock | 100 | $8.00K | <0.1% | – | – | History |
| GEGeneral Electric Co | Stock | 95 | $8.00K | <0.1% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 78 | $7.00K | <0.1% | – | – | History |