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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.

Institution overview
Positions
148
No filing for Q3 2021
Portfolio value
$136.0M
No filing for Q3 2021
Filed
Feb 9, 2022
SEC

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.

Holdings of Evolution Advisers, Inc. in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
GOOGAlphabet Inc.Stock24$69.0K0.1%––History
HSYHershey CoCOM369$71.0K0.1%––History
ELVElevance Health, Inc.Stock158$73.0K0.1%––History
VVisa Inc.Stock365$79.0K0.1%––History
HCAHCA Healthcare, Inc.COM315$80.0K0.1%––History
MSFTMicrosoft CorpStock250$84.0K0.1%––History
PGProcter & Gamble CoStock540$88.0K0.1%––History
SPYSPDR S&P 500 ETF TrustETF190$90.0K0.1%––History
TMOThermo Fisher Scientific Inc.Stock160$106.0K0.1%––History
TDYTeledyne Technologies IncCOM250$109.0K0.1%––History
Vanguard S&P 500 ETF922908363ETF253$110.0K0.1%–––
TROWPrice T Rowe Group IncStock641$126.0K0.1%––History
MAMastercard IncStock359$128.0K0.1%––History
GOOGLAlphabet Inc.Stock46$133.0K0.1%––History
WMTWalmart Inc.Stock1,022$148.0K0.1%––History
NINisource Inc.COM5,932$163.0K0.1%––History
HDHome Depot, Inc.Stock440$182.0K0.1%––History
Vanguard High Dividend Yield Index ETF921946406ETF1,660$186.0K0.1%–––
MOAltria Group, Inc.Stock3,996$192.0K0.1%––History
BRK.BBerkshire Hathaway IncStock662$197.0K0.1%––History
TSLATesla, Inc.Stock247$261.0K0.2%––History
ORIOld Republic International CorpCOM10,961$269.0K0.2%––History
XOMExxonMobil Holdings CorpCOM4,736$289.0K0.2%––History
DDominion Energy, IncStock4,437$348.0K0.3%––History
UBSIUnited Bankshares IncCOM10,042$364.0K0.3%––History
WFCWells Fargo & CompanyStock7,667$367.0K0.3%––History
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF1,494$380.0K0.3%–––
KMBKimberly Clark CorpStock2,832$407.0K0.3%––History
Nushares ETF Tr67092P607NUVEEN ESG SMLCP11,657$489.0K0.4%–––
Dimensional U.S. Core Equity 2 ETF25434V708ETF18,817$545.0K0.4%–––
Nushares ETF Tr67092P888NUVEEN ESG EMRGN20,006$646.0K0.5%–––
UNPUnion Pacific CorpStock2,816$709.0K0.5%––History
AAPLApple Inc.Stock4,825$856.0K0.6%––History
Nushares ETF Tr67092P870NUVEEN ESG US35,297$906.0K0.7%–––
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE25,165$1.23M0.9%–––
Nushares ETF Tr67092P300NUVEEN ESG LRGVL39,161$1.52M1.1%–––
Nushares ETF Tr67092P201NUVEEN ESG LRGCP22,340$1.53M1.1%–––
Nushares ETF Tr67092P805NUVEEN ESG INTL80,535$2.50M1.8%–––
Vanguard Intermediate-Term Bond ETF921937819ETF52,097$4.56M3.4%–––
Vanguard Morningstar Small-Cap ETF922908751ETF25,583$5.78M4.3%–––
Vanguard BD Index FDS921937793LONG TERM BOND71,825$7.39M5.4%–––
Vanguard Mortgage-Backed Securities ETF92206C771ETF147,046$7.77M5.7%–––
Vanguard Ftse Emerging Markets ETF922042858ETF168,651$8.34M6.1%–––
Vanguard Short-Term Bond ETF921937827ETF132,562$10.7M7.9%–––
Vanguard Total International Bond ETF92203J407ETF298,624$16.5M12.1%–––
Vanguard Morningstar Value ETF922908744ETF113,840$16.7M12.3%–––
Vanguard Ftse Developed Markets ETF921943858ETF385,989$19.7M14.5%–––
Vanguard Morningstar Growth ETF922908736ETF65,387$21.0M15.4%–––