Evolution Advisers, Inc.
- SEC CIK
- 0001906967
- Latest filing
- Jul 31, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 5, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 158
- +8 vs. Q4 2022
- Portfolio value
- $139.1M
- +$10.7M (+8.3%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PEPPepsiCo Inc | Stock | 342 | $62.0K | <0.1% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 132 | $62.0K | <0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 310 | $69.0K | <0.1% | 00.0% | Unchanged | History |
| ELVElevance Health, Inc. | Stock | 153 | $70.0K | 0.1% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 179 | $73.0K | 0.1% | −11−5.8% | Reduced | History |
| MAMastercard Inc | Stock | 205 | $74.0K | 0.1% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 540 | $80.0K | 0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 1,908 | $80.0K | 0.1% | 00.0% | Unchanged | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 1,244 | $81.0K | 0.1% | 00.0% | Unchanged | – |
| TROWPrice T Rowe Group Inc | Stock | 813 | $91.0K | 0.1% | +8+1.0% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 160 | $92.0K | 0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 920 | $95.0K | 0.1% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 330 | $95.0K | 0.1% | −11−3.2% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 255 | $95.0K | 0.1% | 00.0% | Unchanged | – |
| HSYHershey Co | COM | 373 | $95.0K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 486 | $99.0K | 0.1% | +290+148.0% | Added | – |
| TDYTeledyne Technologies Inc | COM | 250 | $111.0K | 0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 243 | $115.0K | 0.1% | +168+224.0% | Added | History |
| HDHome Depot, Inc. | Stock | 440 | $129.0K | 0.1% | 00.0% | Unchanged | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 5,900 | $144.0K | 0.1% | −1,298−18.0% | Reduced | – |
| TSLATesla, Inc. | Stock | 741 | $153.0K | 0.1% | 00.0% | Unchanged | History |
| MOAltria Group, Inc. | Stock | 3,478 | $155.0K | 0.1% | +3+0.1% | Added | History |
| NINisource Inc. | COM | 5,932 | $165.0K | 0.1% | 00.0% | Unchanged | History |
| Schwab International Equity ETF808524805 | ETF | 4,877 | $169.0K | 0.1% | −1,752−26.4% | Reduced | – |
| WMTWalmart Inc. | Stock | 1,149 | $169.0K | 0.1% | 00.0% | Unchanged | History |
| Schwab US Aggregate Bond ETF808524839 | ETF | 3,827 | $179.0K | 0.1% | −3,985−51.0% | Reduced | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,910 | $201.0K | 0.1% | 00.0% | Unchanged | – |
| BRK.BBerkshire Hathaway Inc | Stock | 655 | $202.0K | 0.1% | 00.0% | Unchanged | History |
| DDominion Energy, Inc | Stock | 4,572 | $255.0K | 0.2% | +31+0.7% | Added | History |
| WFCWells Fargo & Company | Stock | 6,972 | $260.0K | 0.2% | 00.0% | Unchanged | History |
| ORIOld Republic International Corp | COM | 10,961 | $273.0K | 0.2% | 00.0% | Unchanged | History |
| KMBKimberly Clark Corp | Stock | 2,057 | $278.0K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,494 | $291.0K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 4,464 | $340.0K | 0.2% | −3,136−41.3% | Reduced | – |
| UBSIUnited Bankshares Inc | COM | 10,042 | $357.0K | 0.3% | 00.0% | Unchanged | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 16,680 | $425.0K | 0.3% | 00.0% | Unchanged | – |
| UNPUnion Pacific Corp | Stock | 2,528 | $508.0K | 0.4% | +10.0% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 4,791 | $525.0K | 0.4% | +10+0.2% | Added | History |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 14,868 | $526.0K | 0.4% | +74+0.5% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 11,001 | $557.0K | 0.4% | +7,264+194.4% | Added | – |
| AAPLApple Inc. | Stock | 4,690 | $771.0K | 0.6% | 00.0% | Unchanged | History |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 42,368 | $946.0K | 0.7% | +542+1.3% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 21,599 | $1.04M | 0.8% | −2,912−11.9% | Reduced | – |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 41,164 | $1.11M | 0.8% | +3,128+8.2% | Added | – |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 24,901 | $1.13M | 0.8% | 00.0% | Unchanged | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 48,812 | $1.66M | 1.2% | +446+0.9% | Added | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 36,618 | $2.04M | 1.5% | +1,114+3.1% | Added | – |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 132,500 | $3.73M | 2.7% | +168+0.1% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 63,438 | $4.87M | 3.5% | +5,288+9.1% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 28,168 | $5.34M | 3.8% | +583+2.1% | Added | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 83,696 | $6.41M | 4.6% | +3,368+4.2% | Added | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 157,289 | $7.32M | 5.3% | +7,580+5.1% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 196,958 | $7.96M | 5.7% | +6,414+3.4% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 152,564 | $11.7M | 8.4% | +8,107+5.6% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 331,475 | $16.2M | 11.7% | +16,375+5.2% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 124,834 | $17.2M | 12.4% | +3,473+2.9% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 74,422 | $18.6M | 13.3% | +2,081+2.9% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 482,360 | $21.8M | 15.7% | +16,155+3.5% | Added | – |
Sold out since Q4 2022 (3)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| iShares Tips Bond ETF464287176 | ETF | 243 | $25.0K | <0.1% | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 196 | $17.0K | <0.1% | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 83 | $7.00K | <0.1% | – |