Evolution Advisers, Inc.
- SEC CIK
- 0001906967
- Latest filing
- Jul 31, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 1, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 160
- −8 vs. Q4 2025
- Portfolio value
- $237.3M
- +$6.32M (+2.7%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 179 | $116.0K | <0.1% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 326 | $120.0K | 0.1% | 00.0% | Unchanged | History |
| DDominion Energy, Inc | Stock | 1,967 | $121.0K | 0.1% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 518 | $122.0K | 0.1% | −4−0.8% | Reduced | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 1,649 | $123.0K | 0.1% | 00.0% | Unchanged | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 2,515 | $125.0K | 0.1% | +2,515 | New | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 4,191 | $129.0K | 0.1% | 00.0% | Unchanged | – |
| AVGOBroadcom Inc. | Stock | 450 | $139.0K | 0.1% | 00.0% | Unchanged | History |
| MKLMarkel Group Inc. | COM | 78 | $149.0K | 0.1% | +1+1.3% | Added | History |
| KMBKimberly Clark Corp | Stock | 1,567 | $151.0K | 0.1% | 00.0% | Unchanged | History |
| TDYTeledyne Technologies Inc | COM | 250 | $151.0K | 0.1% | 00.0% | Unchanged | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 4,908 | $161.0K | 0.1% | −466−8.7% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 600 | $172.0K | 0.1% | 00.0% | Unchanged | History |
| Schwab US Aggregate Bond ETF808524839 | ETF | 7,636 | $177.0K | 0.1% | −1,174−13.3% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 651 | $191.0K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 40,329 | $195.0K | 0.1% | +1,142+2.9% | Added | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,569 | $232.0K | 0.1% | −109−6.5% | Reduced | – |
| CWCurtiss Wright Corp | Stock | 350 | $238.0K | 0.1% | 00.0% | Unchanged | History |
| Schwab International Equity ETF808524805 | ETF | 10,794 | $267.0K | 0.1% | −768−6.6% | Reduced | – |
| NINisource Inc. | COM | 5,932 | $276.0K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Total World Stock ETF922042742 | ETF | 2,074 | $286.0K | 0.1% | +8+0.4% | Added | – |
| AMZNAmazon Com Inc | Stock | 1,450 | $301.0K | 0.1% | −66−4.4% | Reduced | History |
| ORIOld Republic International Corp | COM | 7,682 | $306.0K | 0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 11,589 | $337.0K | 0.1% | +8,971+342.7% | Added | – |
| WFCWells Fargo & Company | Stock | 4,334 | $345.0K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 4,454 | $353.0K | 0.1% | −124−2.7% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,326 | $380.0K | 0.2% | −68−4.9% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 1,352 | $388.0K | 0.2% | −7−0.5% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 905 | $433.0K | 0.2% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 3,742 | $465.0K | 0.2% | −37−1.0% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 2,042 | $495.0K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,828 | $546.0K | 0.2% | −259−12.4% | Reduced | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,389 | $614.0K | 0.3% | 00.0% | Unchanged | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 16,680 | $648.0K | 0.3% | 00.0% | Unchanged | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 8,524 | $657.0K | 0.3% | −351−4.0% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 4,941 | $838.0K | 0.4% | −14−0.3% | Reduced | History |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 20,220 | $911.0K | 0.4% | +4,191+26.1% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 19,577 | $976.0K | 0.4% | +2,289+13.2% | Added | – |
| GNWGenworth Financial Inc | COM SHS | 166,551 | $1.35M | 0.6% | +44,702+36.7% | Added | History |
| AAPLApple Inc. | Stock | 5,399 | $1.37M | 0.6% | −20−0.4% | Reduced | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 18,746 | $1.38M | 0.6% | +8,654+85.8% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 55,773 | $1.43M | 0.6% | −3,126−5.3% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,495 | $1.49M | 0.6% | −3−0.1% | Reduced | – |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 23,796 | $1.66M | 0.7% | −504−2.1% | Reduced | – |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 70,995 | $2.61M | 1.1% | +7,618+12.0% | Added | – |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 127,184 | $2.82M | 1.2% | +3,562+2.9% | Added | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 75,616 | $3.44M | 1.4% | +14,437+23.6% | Added | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 42,337 | $3.85M | 1.6% | +10,580+33.3% | Added | – |
| iShares Tr46435G672 | CORE INTL AGGR | 80,531 | $4.03M | 1.7% | +44,049+120.7% | Added | – |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 208,516 | $7.53M | 3.2% | +20,724+11.0% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 109,929 | $8.48M | 3.6% | +6,096+5.9% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 32,481 | $8.51M | 3.6% | +615+1.9% | Added | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 131,992 | $9.08M | 3.8% | +4,062+3.2% | Added | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 232,230 | $10.9M | 4.6% | +15,197+7.0% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 266,969 | $14.4M | 6.1% | +3,006+1.1% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 252,921 | $19.8M | 8.4% | +19,844+8.5% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 451,230 | $21.7M | 9.1% | −6,840−1.5% | Reduced | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 130,751 | $25.7M | 10.8% | −735−0.6% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 71,719 | $31.3M | 13.2% | +702+1.0% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 598,049 | $38.3M | 16.2% | −3,094−0.5% | Reduced | – |
Sold out since Q4 2025 (14)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| TFCTruist Financial Corp | COM | 73,840 | $73.0K | <0.1% | History |
| MCKMcKesson Corp | Stock | 83 | $68.0K | <0.1% | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 374 | $41.0K | <0.1% | – |
| Ea Series Trust02072L151 | STAN SU BETA ETF | 1,513 | $41.0K | <0.1% | – |
| Vanguard Information Technology ETF92204A702 | ETF | 45 | $33.0K | <0.1% | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 659 | $32.0K | <0.1% | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 249 | $24.0K | <0.1% | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 420 | $12.0K | <0.1% | – |
| GLDSPDR Gold Trust | ETF | 28 | $11.0K | <0.1% | History |
| Schwab U.S. REIT ETF808524847 | ETF | 457 | $9.00K | <0.1% | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 282 | $9.00K | <0.1% | – |
| iShares Tr464288703 | MRNING SM CP ETF | 130 | $8.00K | <0.1% | – |
| MTZMastec Inc | COM | 15 | $3.00K | <0.1% | History |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 45 | $2.00K | <0.1% | – |